bubble boi

I could not put into words how much today has meant to me. I’ve been following Intel ever since I was a child and it is not an exaggeration to say they are the reason I fell in love with chips and computers in the first place. I wouldn’t have been able to take the path I have chosen in life if it wasn’t for the thousands of brilliant hard working engineers at Intel who laid the foundation for the ground I walk on. When I started following their bold bet on becoming a world class cutting edge foundry about a year ago I was galvanized by the vision that they set out. It wasn’t just important to me that Intel succeeded it was important to me that America succeeded. Silicon Valley was built by them and their cohort and it was critical to me that we not only maintained our standing in the semiconductor industry but for us to grow our industry so 100k other flowers could blossom. There was no way this could be done without an American foundry on the leading edge. I believed in the plan from the start, and as an engineer myself I was absolutely confident that Intel was developing some of the world’s greatest technology and IP from 18A to backside power delivery to the amazing breakthroughs they’ve achieved in advanced packaging which I like to dub as the new Moore’s Law. They are just getting started and there is without a shadow of a doubt more to come. Today I was vindicated for everything I’ve been talking about for over a year now. The semiconductor industry is won by those not who focus on optimizing margins but those who invest in innovation to bring value to the whole world. Lip Bu Tan and the whole Intel team have delivered on innovation… and again this is just the beginning. I will be here waiting, watching, cheering every step of the way. Thank you from the bottom of my heart for the experience, the gifts, and your words of appreciation they mean more to me that you can possibly imagine. With love, Bubble Boi 🫧♥️

@protosphinx I wonder when EE grads outnumber CS

The cope here is around TSMC. But the point is not that one company has a high market share. The point is that service economy multiples are dead. These are early signs. AI is not just software. It is the production stack of the next industrial age: chips, data centers, power, models, tooling etc... Not having chipmaking and its downstream tech is like being in the industrial revolution without steam engines, steelmaking, railways, or machine tools. The point is that you're cooked if you miss this.

@Glassesman88 U have a lower ping to aurora

@bubbleboi Bro you're in California. Try being me in Chicago doing ts at 2AM

Staying up watching the E Mini’s like a degenerate gambler.

Everyone keeps being scared of AI like bro AI is fucking ass at poasting and punting option trades. I’ll be fine!

How I felt working as an FPGA engineer knowing I was destined for bigger things.

Looks like the market is turning.

@ideacasino I’m beating them. Love is alpha.

imagine reading this as a first year quant at a prop desk while you’re on 60mg of adderall so you can stay awake for 3 days to run a series of bespoke mean reversion algos across 9 different linear systems just to outperform the S&P500 by 0.2%

I’m making my girlfriend watch the S&P Futures while she is India and I told her to call me and wake me up if it crosses a specific number. This is one sophisticated operation I got going here.

I’m watching ES like a Jones Beach seagull eyeing someone that’s about to bite into a turkey and cheese sandwich.

US military launches new strikes on targets in southern Iran, US Central Command says bbc.in/4ufnSRz

They need to open the straight no matter what. Marvelous psyop by making us believe peace deal was imminent.

BREAKING: Israel declares "full war" on Hezbollah in Lebanon

Thanks for listening @netanyahu

*US-ISRAELI STRIKES TARGET IRAN VESSELS IN HORMUZ STRAIT: NOUR

I’ve been reading the Vedas a lot recently, and what’s stood out is how it doubles as an encyclopedia as well as a religious text. Astronomy, medicine, mathematics, metallurgy, linguistics, are all woven through hymns and rituals as one body of knowledge. Simply calling it “religious” forces it into a Western category that didn’t have the apparatus to recognize what it actually was. It’s closer to a tradition of formalized epistemology in which metaphysics, observation, and language form one continuous inquiry, which as a result led Indian civilization to develop along a fundamentally different path because of it. You can see the effect most clearly in the sciences. Around 600 BCE, the Vedic record describes a surgical procedure that matches modern rhinoplasty and is still foundational to reconstructive surgery today. Centuries before Western Europe stopped treating eclipses as supernatural, Indian scholars had calculated the circumference of the earth within 0.2% and explained eclipses as shadows. Centuries before Plato and Aristotle rejected atomism, the Vedic tradition already held that matter is composed of indivisible particles combining into binary and triatomic compounds, transformable by heat. The first formal rules for zero and negative arithmetic appear in the Vedas, along with infinite-series derivations of π, sine, and cosine centuries before Newton and Leibniz. The interesting question is how did they get so much right, so early? My best guess is language. The Vedic tradition is unique compared to other oral traditions as it demanded letter-perfect oral transmission across generations. Around 500 BCE, scholars composed a generative grammar of Sanskrit called Panini so rigorous it anticipates Backus-Naur form, the notation that defines programming languages today, by 2,500 years. Sanskrit is recursive, rule-based, and built to minimize ambiguity. It reads more like mathematics than English. When you think in a language built like that, the precision of the language becomes the precision of your reasoning. The West didn’t formalize this until much later. Kant argued our categories of understanding shape what we can know, Wittgenstein wrote that the limits of language are the limits of one’s world, and Kripke showed that naming doesn’t just describe things, it constitutes what they mean and how we can reason about them. All three touch the same insight which is that thought is downstream of language. The Vedic tradition operated on that insight thousands of years earlier. To the point that they built a whole language first and used it to think clearly about everything else after. I find that all really fascinating.

@tleilax___ After I covered my oil position

Israel going back at it against Hezbollah

@hackradios Hybrid bonding? Lmao

@bubbleboi No dude they invented a new logic optimization technique that nobody else can use! They're going to take the lead while we keep fiddling with our EUV gadgets!!!

Huawei just told us they are going to make application specific chips and the world has lost their marbles lmao.

@ScottLe34203798 @coupesoleil They are growing at 100% a year and probably are going to grow even faster soon.

@bubbleboi @coupesoleil Even if ALAB is super elevated at these prices with a super high PE ratio ?

CXL is going to be the biggest change in AI serving since NVlink

@SMT_Solvers Yeah 7 nm+++ asic is always going to beat general purpose they can go far without litho.

@bubbleboi We have done this for video codecs for a while ... not sure what other things are Amdahl's law bottlenecks on human time other than shitty Rust/C++ compile times.