BAO DAI

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BAO DAI

BAO DAI

@Upstartwit

El Reino de Este Mundo Katılım Mart 2014
1.6K Takip Edilen105 Takipçiler
BAO DAI
BAO DAI@Upstartwit·
@bwertz That's the Southwest (in 🇨🇦)🍁 When do the Chinese ferries arrive ⛴️🤔
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Boris Wertz
Boris Wertz@bwertz·
Seattle -> Vancouver ✈️ Best way to travel in the Pacific Northwest
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Desmond Shum
Desmond Shum@DesmondShum·
A Venture Fund for the AI Cold War I’m deeply interested in today’s geopolitics — and I am unapologetically pro-America. With prior experience in private equity and venture investing, and as a serial entrepreneur, I see a possible business opportunity emerging in America’s AI landscape. China Captures Talent. America Should Back It The Manus episode proved that Beijing will reach across borders to claim its ‘talent assets.’ America should not push Chinese-origin AI talent back into those arms. Instead, America should give the best founders a credible third path: build here, raise here, own your upside here — under American law, American capital, and American governance. I am suggesting a fund that turns a geopolitical vulnerability into a venture opportunity and strengthens U.S. AI supremacy at the same time 1. Cap-table hygiene Help companies avoid PRC state-linked money, ambiguous Hong Kong capital, problematic SAFE-linked structures, or legacy China investor exposure. 2. IP audit Confirm that IP was developed cleanly, assigned properly, and is not entangled with Chinese universities, labs, employers, state grants, or prior company agreements. 3. Data architecture Ensure sensitive data is stored, processed, and governed inside trusted jurisdictions. 4. Export-control and CFIUS review Offer early legal screening so companies do not become uninvestable later. 5. Immigration support Help founders and key engineers navigate O-1, EB-1, NIW, H-1B, STEM OPT, and green-card pathways. 6. Customer access Introduce portfolio companies to U.S. enterprise buyers, hyperscalers, government-adjacent customers, defence primes, and strategic corporates where appropriate. 7. Narrative support Help founders explain who they are: “I am not a China proxy. I am an American-system founder building with American capital, American governance, and American legal commitments.” This is enormously valuable. Many founders do not merely need funding. They need to become legible to the American establishment. I put together a draft investment memo for a venture fund: Open Systems Ventures. Maybe someone may find it useful — and run with it. open.substack.com/pub/desmondshu…
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The Great Translation Movement 大翻译运动
The Evergrande Song and Dance Troupe beauty is now setting up a stall at the night market selling grilled skewers after the company not able to afford them anymore. It's said her business is booming like crazy. Truly, gold shines wherever it goes.
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BAO DAI
BAO DAI@Upstartwit·
@ruima Those cats look sedated. Mexican cat cafes also drug them. 🙀
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Rui Ma
Rui Ma@ruima·
I had to meet someone at Beijing Gulou (Drum Tower) so needed to have toddler be entertained for a while / have a place to keep luggage. Ended up at this Cat Cafe like thing with 40 cats in a pretty small space and no coffee (free soda / juice). 98 ($14) per hour per head. It’s basically just girls having their bfs take photos for their Xiaohongshu. The cats also didn’t let you pick them up and not a single one purred. I’m a crazy cat lady (had 4 at one point and rescued another 2 that I adopted away) so I was quite disappointed
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Boris Wertz
Boris Wertz@bwertz·
Canada's opportunity in critical materials
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Binh Tran
Binh Tran@binhtran·
@jenzhuscott If you want a free local OSS productized version of this, look at ByteRover. What it adds: - Auto curation - Scoring / decay - Semantic dedup - Cross-tool portability - Enterprise security - Sharing and collaboration (coming) - Bridge interface / OSS protocol (coming)
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Jen Zhu
Jen Zhu@jenzhuscott·
Has everyone realised what this means?? Individual data ownership - an ideal I’ve been writing/speaking/championing since 2018/19. Your knowledge base is no longer a storage unit - it's a self-compiling system. Raw inputs → LLM-maintained markdown wiki with backlinks, concept articles, visualizations. The model owns the structure; you own the files. At 400K words/100 articles, @karpathy ‘s setup enables sophisticated reasoning w/out heavy RAG hacks. Structured Markdown outperforms naive vector search at personal scale. This means ⋙ File over app = future-proof sovereignty. Plain Markdown + local images = Git-friendly, inspectable, portable across any tool or AI. No black-box vendor lock-in, no opaque cloud memory. So your raw sources stay human-auditable. Derived wiki stays machine-maintainable. Hallucination risk drops cos grounding is explicit, not embedded in mystery weights. More ⋙ Token usage pivot: from code manipulation → knowledge manipulation. LLMs excel as compilers/linting/indexing engines, not just chatbots. Human focus shifts to hypothesis generation; AI handles grunt synthesis. Query outputs feed back into the wiki. Every question compounds the knowledge graph - O(n^k) cross-topic synthesis potential as vaults scale. Data ownership + data portability, localisation… Individual Digital Sovereignty. 🫶🧠 The future isn't AI that remembers for you. It's AI that organizes what you feed it - while you keep the keys.
Andrej Karpathy@karpathy

LLM Knowledge Bases Something I'm finding very useful recently: using LLMs to build personal knowledge bases for various topics of research interest. In this way, a large fraction of my recent token throughput is going less into manipulating code, and more into manipulating knowledge (stored as markdown and images). The latest LLMs are quite good at it. So: Data ingest: I index source documents (articles, papers, repos, datasets, images, etc.) into a raw/ directory, then I use an LLM to incrementally "compile" a wiki, which is just a collection of .md files in a directory structure. The wiki includes summaries of all the data in raw/, backlinks, and then it categorizes data into concepts, writes articles for them, and links them all. To convert web articles into .md files I like to use the Obsidian Web Clipper extension, and then I also use a hotkey to download all the related images to local so that my LLM can easily reference them. IDE: I use Obsidian as the IDE "frontend" where I can view the raw data, the the compiled wiki, and the derived visualizations. Important to note that the LLM writes and maintains all of the data of the wiki, I rarely touch it directly. I've played with a few Obsidian plugins to render and view data in other ways (e.g. Marp for slides). Q&A: Where things get interesting is that once your wiki is big enough (e.g. mine on some recent research is ~100 articles and ~400K words), you can ask your LLM agent all kinds of complex questions against the wiki, and it will go off, research the answers, etc. I thought I had to reach for fancy RAG, but the LLM has been pretty good about auto-maintaining index files and brief summaries of all the documents and it reads all the important related data fairly easily at this ~small scale. Output: Instead of getting answers in text/terminal, I like to have it render markdown files for me, or slide shows (Marp format), or matplotlib images, all of which I then view again in Obsidian. You can imagine many other visual output formats depending on the query. Often, I end up "filing" the outputs back into the wiki to enhance it for further queries. So my own explorations and queries always "add up" in the knowledge base. Linting: I've run some LLM "health checks" over the wiki to e.g. find inconsistent data, impute missing data (with web searchers), find interesting connections for new article candidates, etc., to incrementally clean up the wiki and enhance its overall data integrity. The LLMs are quite good at suggesting further questions to ask and look into. Extra tools: I find myself developing additional tools to process the data, e.g. I vibe coded a small and naive search engine over the wiki, which I both use directly (in a web ui), but more often I want to hand it off to an LLM via CLI as a tool for larger queries. Further explorations: As the repo grows, the natural desire is to also think about synthetic data generation + finetuning to have your LLM "know" the data in its weights instead of just context windows. TLDR: raw data from a given number of sources is collected, then compiled by an LLM into a .md wiki, then operated on by various CLIs by the LLM to do Q&A and to incrementally enhance the wiki, and all of it viewable in Obsidian. You rarely ever write or edit the wiki manually, it's the domain of the LLM. I think there is room here for an incredible new product instead of a hacky collection of scripts.

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Ben Bergen
Ben Bergen@Ben_Bergen·
If you needed another reason: per the headlines to fire the Air Canada CEO: On domestic flights the new mandatory safety video (the one every passenger is forced to watch) now includes product placement for @Disney parks in California and Florida. That used to showcase Canada. Instead, in the middle of a trade fight with the U.S., our national airline is using captive attention to promote American tourism. Not the end of the world! But it’s a perfect, tiny example of how we keep missing the point.
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BAO DAI
BAO DAI@Upstartwit·
@lucmatheson @Opendoor @nejatian ChatGpt sez: "Opendoor operates across the contiguous United States only � It does not operate in Canada" When is 🇨🇦🍁launch ??
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Lucas Matheson
Lucas Matheson@lucmatheson·
Talent at @Opendoor is next level. If you live in Toronto and want to join us - register here projects.opendoor.com/toronto-hiring/ for our event next week.
Kaz Nejatian@nejatian

The two best IC engineer hires I’ve made in my career were made last week. The quality of builders who want to join @Opendoor has been the most pleasant surprise of my tenure thus far - especially since we try very hard to convince you that working at Opendoor is hard.

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Illia Ponomarenko 🇺🇦
Illia Ponomarenko 🇺🇦@IAPonomarenko·
I mean, how the hell is this even legal? Was it part of the contract that the seller is entitled to say “screw you and the money you've paid us, we're talking these weapons for ourselves”?
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BAO DAI
BAO DAI@Upstartwit·
@bwertz @grok Please summarize full post and comment on any omissions , e.g. manual labor that can't be done by robots
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BAO DAI retweetledi
Yann LeCun
Yann LeCun@ylecun·
Our world models are action conditioned, and hence causal. The concept of world model for planning goes back to the 1950s in optimal control (before I was born). I didn't just discover it. But training action-conditioned world models from sensory inputs (like video) requires new techniques.
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Arturo Sánchez
Arturo Sánchez@Ar77uro_Sanchez·
@SEMAR_mx Díganles que tantito más al sur está Tabasco y por ahí está por el que vienen
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SEMAR México
SEMAR México@SEMAR_mx·
Arriba al puerto de Veracruz el buque USS Wichita (LCS-13) de la Armada de los Estados Unidos para realizar visita de reabastecimiento logístico.
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Desmond Shum
Desmond Shum@DesmondShum·
Middle Powers: You’re About to Get Priced This essay uses Canada as the case study. But I think the logic fits much of Europe too. I encourage you to read the whole piece. We’re exiting the “rules-based order” era. We’re entering a sphere-of-influence world. And in that world, sovereignty isn’t a speech. It’s paperwork. It’s a balance sheet: – where your supply chains clear – who finances your assets – who signs your offtake – which courts arbitrate disputes – whose export-control regime you live under If you’re a middle power with: • valuable assets (energy, ports, data, critical minerals) • mediocre state capacity • slow approvals • politics addicted to process and symbolism …you don’t stay “independent.” You get priced. Canada calls it “partnership.” Europe calls it “strategic autonomy.” Same mechanics: soft annexation by spreadsheet. No flags. No tanks. Just contracts, standards, security reviews, tariff threats, entity lists, procurement rules. And the trap is familiar: • export raw inputs, import the value-added • underbuild processing/refining, grids, defence-adjacent industry • veto scale at home, then complain about foreign leverage abroad In a world reorganising around production + security + jurisdiction, that model doesn’t “struggle.” It becomes subordinate. Investment implication: markets will increasingly price inside vs outside the dominant security perimeter. Inside the “trusted” supply chain → scarcity premium + lower political-risk discount. Ambiguous jurisdiction / rival capital → repriced, fast. So pick one: 1.build capacity and earn leverage, or 2.keep performing virtue—and wake up as a colony that still votes.
Wellington-Altus@wellingtonaltus

The Trump Doctrine envisions a sovereign, American-led Western Hemisphere. But where does that leave Canada—and how do we secure our own economic sovereignty? @DrJStrategy shares his thoughts in his February #MarketInsights: ow.ly/jqsa50Y8Mc6

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nso
nso@NsomotoNso·
@DesmondShum And today it is still a horrible place that survives only thanks to its heritage. Only those unfamiliar with haute cuisine get fooled.
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Desmond Shum
Desmond Shum@DesmondShum·
The Night Petrus Met Chinese Caviar Seeing the FT piece on Chinese caviar triggered a memory I’d almost successfully repressed—my own encounter with it, served proudly in a Paris Michelin three-star restaurant more than a decade ago. Yes, that kind of place. White tablecloths. Whispered reverence. Prices that make newly minted billionaires pause mid-sentence. Let me tell you the story. A friend once invited me to dinner there. He did not come unprepared. Ahead of time, he sent the restaurant a magnum of 1985 Petrus and pre-arranged a caviar menu. The restaurant’s asking price? €10,000 for three people. Food only. No wine. No apologies. At that price, one assumes the chef understands the basic social contract of fine dining: if someone brings Petrus, you don’t serve them something that tastes like it arrived in a DHL box labeled Made in China. The first course arrives. One bite in, we exchange the look. This is… not right. So we ask to see the chef. Politely. Calmly. Simply to understand where the caviar came from. Answer: China. Pause. Silence. Internal screaming. To be clear—this wasn’t geopolitical snobbery. It was basic product logic. There is Petrossian caviar, and then there is Chinese caviar. They are not interchangeable—certainly not at €10,000. If you’re charging like Petrossian, you’d better deliver like Petrossian. We questioned the choice. Not loudly. Not rudely. Just… incredulously. The chef’s response? He got offended, turned around, walked back into the kitchen, and slammed the door behind him. Performance complete. We paid the full amount and left. Later—after multiple complaints—the restaurant graciously offered a 30% discount. So in the end, we paid €7,000 for a Chinese caviar menu for three, plus the privilege of being insulted. Some time later, I told a Parisian friend the story. He didn’t even let me finish before naming the restaurant. “It must be the son,” he said. “He inherited the place.” Apparently, this behavior is… on brand. So yes—by all means, enjoy Chinese caviar. Just calibrate expectations accordingly. In the end, the caviar was Chinese, the attitude was French, the bill was astronomical—and the real delicacy turned out to be the story, which has aged far better than the food ever could. Bon appétit. 🍾 (Name of the restaurant in the next post 😉)
Byron Wan@Byron_Wan

@ChinaBeigeBook @Noahpinion @AMFChina @SariArhoHavren @dktatlow @ajphelo @kevincarrico @Jkylebass @GordonGChang @Michael7ucci @michaelsobolik @TheresaAFallon @keverington

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