botlabdev

@KobeissiLetter Except for Situational Awareness

Hedge funds are all-in on semiconductor stocks: Semiconductor and semiconductor equipment stocks now account for 19% of total global hedge fund market exposure, the highest on record. This percentage has more than DOUBLED since the start of 2026. By comparison, semiconductor stocks represented less than 2% of global hedge fund exposure during the 2022 bear market. This comes as the Semiconductor index, $SOX, has rallied +405% over this period. To put this into perspective, software and services stocks now account for ~2% of hedge fund portfolios. This metric has declined -10 percentage points over the last 4 years. Hedge funds are extremely bullish on chip stocks.

I made this map for Earth last week and you seemed to like it so here is it for Mars, the distribution of elevation levels on the earths surface. I have used a blue-red colourmap to give it the illusion of oceans. Negative values indicate terrain below the Mars areoid — a gravitational reference surface defined where atmospheric pressure equals 610.5 Pa (the triple point of water) — which serves as the zero-elevation datum in place of a sea level.

Did you know that the Milky Way is even milkier when viewed from the Southern Hemisphere? This is because from the southern side of our planet, we get a clearer, more direct view of the dense galactic core. Here’s a look at the Milky Way starting over the Southern Ocean (between Australia and Antarctica) from our @SpaceX Dragon window, complete with some aurora (Southern Lights) and fleeting Starlink satellites. Enjoy the view!

A stunning visualization born from a collaboration with @manlius.bsky.social: 55,486 galaxies and 29,555 streamlines tracing how matter flows across our local universe, built on data from the CosmicFlows-4 project. Article in the first reply 👇

@ClaudeDevs tfg finally

To enable: install the Claude mobile app → /remote-control to pair the mobile app → /config → enable "Push when Claude decides". Read more in the docs #mobile-push-notifications" target="_blank" rel="nofollow noopener">code.claude.com/docs/en/remote…

Claude Code can now send push notifications to your phone when a long task finishes or Claude needs your input. Walk away from the terminal, we'll let you know when it's done.

Starship is the most powerful moving object ever made

@theonejvo .md should be the standard

Pitch.txt 🦞

@nvk How does it compare doing software dev to Claude 4.6/7?

For context, desktop computers were so slow just a 3 decades ago that searching for files was not practical. We are now very near running models that are almost as good as hosted ai locally. Including the multi modals too. Setting this up: # Daily driver — text + vision + coding, 35B MoE / 3B active, ~17GB Q4 # Vision is built-in (no separate VL model needed) ollama pull qwen3.6:35b-a3b # RAG embeddings — exceeds OpenAI, MTEB 70.58, ~5GB Q4 ollama pull qwen3-embedding:8b # Local AI Setup Guide Hardware: M5 Max 128GB MacBook Pro + DGX Spark (optional) ## 1. Install ```bash # Ollama (inference engine) brew install ollama echo 'export OLLAMA_USE_MLX=1' >> ~/.zshrc source ~/.zshrc ollama serve & # Open WebUI (frontend — vision, search, RAG, tools, code execution) docker run -d -p 3000:8080 --name open-webui \ -e OLLAMA_BASE_URL=http://host.docker.internal:11434 \ -v open-webui:/app/backend/data \ ghcr.io/open-webui/ope… # SearXNG (private web search) docker run -d -p 8080:8080 --name searxng searxng/searxng ``` Enable JSON output in SearXNG: edit `settings.yml`, add `formats: - json` under `search:`. In Open WebUI Admin → Web Search: enable, set engine to `searxng`, URL to `http://host.docker.internal:8080/search?q=`. ## 2. Pull Models ```bash # Daily driver — text + vision + coding, 35B MoE / 3B active, ~17GB Q4 # Vision is built-in (no separate VL model needed) ollama pull qwen3.6:35b-a3b # RAG embeddings — exceeds OpenAI, MTEB 70.58, ~5GB Q4 ollama pull qwen3-embedding:8b # Tool calling router — tiny, fast, 0.960 agent score ollama pull qwen3:1.7b ``` Optional: ```bash # Dedicated coding model (if you want a separate code-focused model) ollama pull qwen3-coder:30b # Separate vision specialist (if you need deeper image analysis than qwen3.6 provides) ollama pull qwen3-vl:8b ``` ## 3. RAG (document Q&A) Open WebUI has built-in RAG. In Admin → Documents: - Embedding model: `qwen3-embedding:8b` - Chunk size: 1024, overlap: 128 - Upload PDFs/docs directly in chat with `#` prefix For heavy document work, install Marker for PDF parsing: ```bash pip install marker-pdf marker_single input.pdf output/ ``` ## 4. Code Execution Open WebUI has built-in sandboxed code execution. Enable in Admin → Settings. For MCP-based sandbox (works with any MCP client): ```bash git clone github.com/Automata-Labs-… cd code-sandbox-mcp && npm install ``` ## 5. DGX Spark (if owned) ```bash # Point Open WebUI at Spark's Ollama docker run -d -p 3000:8080 \ -e OLLAMA_BASE_URL=http://SPARK_IP:11434 \ ghcr.io/open-webui/ope… # Or use TensorRT-LLM for max performance on Spark # (2.5x faster than Ollama on supported models) ``` Run heavy models on Spark, light models on Mac. Open WebUI can connect to multiple Ollama instances. ## 6. What You Get vs Cloud | Feature | Local | vs GPT/Claude | |---------|-------|:---:| | Chat | Qwen3.6-35B-A3B | 85-90% | | Images | Qwen3-VL-8B | 90-95% (beats GPT-4o on docs) | | Web search | SearXNG | 90% | | Documents | RAG + Marker | 70-80% | | Tool calling | Qwen3 | 90% | | Code exec | Sandbox | 85% | | Privacy | 100% local | — | | Cost after hardware | $0 | — | ## 7. When to Use Cloud Keep Claude Code + Opus 4.6 for: - Complex multi-file refactoring - Hard debugging requiring deep reasoning - Novel architectural decisions - Long multi-turn conversations (200K+ context) Everything else runs locally

Age verification on the internet is just a government scam to identify who is critical of the government on the internet. Kids will find a way, and it's their parents responsibility to deal with it. Digital ID must be pushed back or you will never have any privacy again.

@petergyang Now they have market share, they're obviously just systematically reducing the Max subsidies toward cost of API

My entire feed and the Claude subreddit is full of ppl saying opus got nerfed. Why would Anthropic nerf its own models?

@nvk Unfortunately there are no good alternatives to Opus 4.6 and Claude Code that I've tried, you know of any?

GM, Anthropic doesn't deserve your dollars.

Artemis II Orion spacecraft Moon approach & crescent Earth timelapse of external solar array cameras youtu.be/hOtFrkyDw1Y?si… via @YouTube

Another highspeed timelapse of Moon approach and eclipse youtu.be/hOtFrkyDw1Y

Artemis II Orion spacecraft Moon approach & crescent Earth timelapse of external solar array cameras youtu.be/hOtFrkyDw1Y

@willywoo bottoms are clear as day, tops not so much

3 things happen at the end of bear markets. 1) price cleanly breaks the cost basis of recent investors (circles). 2) idle smoking of hopium gives way to rabid clicking of the BUY button chasing the price 3) this raises the cost basis (red line transitions to green)

Next flight of Starship and first flight of V3 ship & booster is 4 to 6 weeks away

I Built an AI Agent That Auto-Applies to LinkedIn Easy-Apply Jobs in Minutes youtu.be/SVP6IP11TQA?si…

I Built an AI Agent That Auto-Applies to LinkedIn Easy-Apply Jobs Fully Autonomously youtu.be/SVP6IP11TQA?si…