Alex Bortok

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Alex Bortok

Alex Bortok

@Bortok

RDMA network performance researcher

Mountain View, CA Katılım Kasım 2008
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Andrej Karpathy
Andrej Karpathy@karpathy·
Wow, this tweet went very viral! I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs. So here's the idea in a gist format: gist.github.com/karpathy/442a6… You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.
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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Alex Bortok
Alex Bortok@Bortok·
@TimurNegru Where is your caliper piston tool and why did you use pliers?
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Tim
Tim@TimurNegru·
Men, hands up if you can change your own brake pads.
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Alex Bortok
Alex Bortok@Bortok·
@nikitabier I learn most insightful ideas here. But somehow I end up emailing myself those posts, as there is no good mechanism on X to keep track of such posts. Also, I have too many bookmarks
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Nikita Bier
Nikita Bier@nikitabier·
Every time we do a user survey. What would make X better for you? Normal Person: > Maybe a podcast feature? Guy who reposted 370 videos from TikTok using Scheduled Posts, has never opened the app, and has a bot writing replies: > *Foaming from mouth* > Gib…more…money….
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Alex Bortok
Alex Bortok@Bortok·
@karpathy How can we signal our attention back to the LLM so it would reinforce or decay those topics with time?
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Andrej Karpathy
Andrej Karpathy@karpathy·
One common issue with personalization in all LLMs is how distracting memory seems to be for the models. A single question from 2 months ago about some topic can keep coming up as some kind of a deep interest of mine with undue mentions in perpetuity. Some kind of trying too hard.
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Tom Benadryl
Tom Benadryl@olafwillocx·
Tinygrad (and others) are so far ahead, it's becoming clearer why they are the path forward. What they don't expose yet though, what is very important imo, is the graph structure of the machines themselves. Still need to have this secret mental picture in your head.
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Tom Benadryl
Tom Benadryl@olafwillocx·
ML frameworks will become high bandwidth accelerator compilers. The compiler doesn't serve the language, the language serves the compiler. Python will be gone soon.
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Alex Bortok
Alex Bortok@Bortok·
@dwarkesh_sp And how do you make sure the positioning is within 3nm? Turns out it is just one company manufacturing interferometers in Santa Clara, CA that makes it possible. I now feel really bad we didn’t show that to the @SemiAnalysis_ team when we had a meeting on a separate topic
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Dwarkesh Patel
Dwarkesh Patel@dwarkesh_sp·
EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. @dylan522p predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.
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Alex Bortok
Alex Bortok@Bortok·
This is the best website ever :)
John Ʌ Konrad V@johnkonrad

Dear Mr. President, I’ve been thinking about this in the shower and I have a plan. The problem isn’t Iran. It’s the ship crews. These are my people. Merchant Mariners are an odd lot. “Show some guts” doesn’t work because these guys have crossed the North Atlantic in winter. They already know what they’ve got. We are a practical lot. Common sense, as you often say. So avenging our deaths by carpet bombing Iran, while a a generous token, doesn’t do much to motivate us. Dead is dead. You can’t collect on a life insurance policy if the underwriter at Lloyd’s has TDS, and most of them do. Plus those supertanker fires are nasty. Think AOC when she’s as old as Pelosi. Our phrase is Acta Non Verba. Actions, not words. So someone will have to sail through first. And it’s not enough to sail with AIS off under the cover of dark. Someone has to sail in broad daylight with an enormous American flag streaming over the stern. The biggest flag you’ve ever seen. Huge. It’s a show of flag exercise so we want something big. Step one: you need a Captain. Someone kinda well known. Handsome, ideally, a man of faith of course, debonair would be nice but we can work with what we’ve got. Here’s what I’ll do. I’m heading to the big CMA conference tomorrow and will recruit a crew. I’m a little rusty but a great crew can compensate for a lot of command failures. Ask any Admiral. My license needs to be renewed, and I’ll need someone to waive all those stupid classes the UN’s @IMOHQ wants me to take. Seven courses, Mr. President. To do the same job I’ve been doing for 30 years. Pete is a good judge of character, he can vouch for me. A note from the President to Admiral Lundy should do. Might be the fastest the Coast Guard has ever moved on anything. But I need a just a few small things in return. First, I need a SEAL team or equivalent. Just a small platoon but preferably one of those tier one guys if available. They can’t shoot down drones or anything, but they absolutely can tell me to man up when I inevitably say “WTF was I thinking.” Pete, if you’re reading this, feel free to send your best. I promise I will not make them sit through a PowerPoint. Also, I fully expect at least one Admiral in charge of the convoy frigates to do something dumb…. like epic level retarded… and SEALs are historically very good at straightening out Admirals. Consider it an interservice relations exercise. Next, we need some of those Navy Corpsmen. The crazy bastards who embed with Marines. If we get hit and my leg needs amputation, I want it done by a guy who’s done it before, not a guy who’s got s rusty saw and an ikea manual. That’s it. You don’t even need to pay me or my crew a cent. Honestly, this might be the best deal ever, and I know you’ve seen some deals. Oh, just one more thing. We want the same deal y’all gave Bruce Willis’s crew in Armageddon. No more federal taxes. For life. You’ve seen the movie, sir. That scene is basically a documentary about how to negotiate with the federal government. And if I don’t make it? I want to be buried next to Dad in Arlington, and my kids and wife get the no-taxes-ever thing. That’s the Captain Konrad family plan. Very competitive rates. Lastly, we’re going to need a few ships to follow us into Hormuz. Probably no more than ten. I suggest Filipino-crewed ships. They are the best mariners in the world, they are tough as hell, and they will not complain too much. Actually all mariners complain but I’ll have them do that part in tagalog. For the first ten ships that volunteer to follow me through, each crew gets one of your Golden Visas (brilliant idea, by the way) and a pork adobo cookout at the White House on a date of your choosing. I’ll even get one of the guys to send you the recipe. It’s delicious. Trust me. That’s about it. Just let me know what airport I should meet the jet at tomorrow afternoon. Very Best Regards, Captain John Konrad Master, Unlimited Tonnage US Merchant Marine

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Dylan Patel
Dylan Patel@dylan522p·
Being in SF is like being in Wuhan right before the pandemic Something is happening, it's gonna hit everywhere but so few people know it
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Alex Bortok
Alex Bortok@Bortok·
@MatthewChang You need to put the runway length into the equation. Due to friction in the wheels, the acceleration will be less than usual. Clearly, the friction is not too bad to cause the plane speed to stall before takeoff speed, otherwise landings would be rough.
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Matthew Chang
Matthew Chang@MatthewChang·
One of my favorite questions to ask a group at a party when someone says: “oh you’re an engineer? tell me something about engineering” Here goes: An airplane is on a runway sized treadmill. For every 1 MPH the airplane goes forward, the treadmill matches to 1MPH (in the opposite direction). 10MPH = -10MPH, etc. Can the airplane take off? Husbands and wives are usually split about this. Even when I give the answer they argue with me and even change their answer. More than once my wife has pulled me out of the party before I gave the answer, which has probably led to a few couples fights.
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Alex Bortok retweetledi
netreplica
netreplica@netreplica·
As our nrx topology exporter gets more user adoption, we’ve decided to revamp its documentation and created a brand new docs site at nrx.netreplica.com
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Will Manidis
Will Manidis@WillManidis·
its non obvious to me that there are that many internet businesses left where you could imagine the core thing spitting off hundreds of billions with basically zero costs where you could basically tell capital to go away, and tell talent you'll pay whatever you want. that's over
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Will Manidis
Will Manidis@WillManidis·
the first 20 years of internet companies were so obscenely profitable you could organize these things like youth t-ball teams: with capital barely overseeing mgmt, and mgmt only barely taming talent with free food and obscene comp no reason to suspect that is still true
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Alex Bortok
Alex Bortok@Bortok·
@RoKhanna Why not remove the state income tax for working class? Here in America we must think how to help people accumulate wealth before thinking how to take it away from those that did.
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Ro Khanna
Ro Khanna@RoKhanna·
Peter Thiel is leaving California if we pass a 1% tax on billionaires for 5 years to pay for healthcare for the working class facing steep Medicaid cuts. I echo what FDR said with sarcasm of economic royalists when they threatened to leave, "I will miss them very much."
Teddy Schleifer@teddyschleifer

NEWS: Larry Page and Peter Thiel are making moves to leave California by the end of the year to avoid a possible billionaires tax that could hit them where it hurts. With @RMac18 + @hknightsf. nytimes.com/2025/12/26/tec…

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Alex Bortok
Alex Bortok@Bortok·
@FilArons The DC layout is starting to looks like a multilayer PCB with mezzanine and memory cards on top of it. Especially with liquid cooling pipes
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Fil Aronshtein
Fil Aronshtein@FilArons·
Lately I've been seeing a very interesting major shift. Large, man-made things that used to be designed and build-planned like they’re architecture are being moved to be designed and built like manufactured products: Ships and data centers. Historically, these systems were "architected". What does that mean? For the sake of brevity, I'm going to be overly reductive. There are 4 major "CAD" companies that people use to design and plan "big assemblies with lots of parts". 3 focus on manufacturing (Siemens, PTC, Dassault -- actual CAD), 1 focuses on architecture (Autodesk -- called BIM). Historically, ships were "architected". To this day, the person who is responsible for the design and manages the build of a ship and submarine is called a "Naval Architect". When software came along, ships mostly either stayed on paper (ouch!) or made their way into the same software as buildings -- architecture-oriented CAD (BIM). Similarly, the way data centers have been designed and planned were as buildings. This is somewhat understandable if you consider them to be one-offs, as they've often historically been. Thus, they too have lived entirely in the BIM/architecture world -- until now. We're seeing two massive surges occur simultaneously: the AI boom demanding more more more data centers, and the defense boom demanding more more more ships. To go from bespoke build (architecture) to modular, repeatable, scaled production, I've been seeing data center companies and maritime companies make a massive push: All of them are migrating all of their designs away from BIM/architecture software (Autodesk) and onto manufacturing software (Siemens, PTC, Dassault). We're seeing a migration away from a "bespoke, architected" built world to a more "modular, repeatable, scalable" built world. To achieve the scale of product volume that their customers now demand, companies building ships and data centers have now moved to standardize and modularize their products so they can achieve economies of scale, allowing their systems and subsystems to be mass manufactured with consistency and reliability across different locations. This is needed so that they can be built quickly, repeatably, with the expectation that their subsystems have reliable interoperability and composability.
Fil Aronshtein tweet mediaFil Aronshtein tweet media
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Dylan Patel
Dylan Patel@dylan522p·
"Merry Christmas, here's a fucking handle of olive oil" - a VC
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Jeff Huber
Jeff Huber@jeffreyhuber·
this is how we described chroma in early 2023 the market finally getting there! 2026 will be fun
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Alex Bortok
Alex Bortok@Bortok·
@jeffreyhuber Are you saying a few years after an IPO the growth is expected to accelerate, on average?
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Jeff Huber
Jeff Huber@jeffreyhuber·
@Bortok if anything IPOs slow down growth
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