Clive Chan

Reading the encyclical, I am reminded that the Vatican is fundamentally a city-state on the continent of Europe, and that its elites, which of course include the Pope himself, cannot resist the myopic preoccupations of the Eurocrat. This document would be much improved if it were less enamored of the traditional academia/civil society talking points on AI (“The apparent objectivity of the responses and suggestions these systems provide can lead us to overlook the fact that they reflect the cultural assumptions of those who designed and trained them” woah! really???) and more engaged with where AI is headed. But instead of doing that, the encyclical dodges in the deepest sense, denying that AI “really thinks” or “really learns” and all that typical strain of cope that amounts to magical thinking: “when a computer does it, it is ‘data processing,’ beep boop, but when a human does it, it is ‘actual learning’” It is probably actively bad for global understanding of AI that the Pope endorsed this viewpoint as late as 2026. In the end, this encyclical reads to me as though ghost written by the blob of Western civil society, the same people whose feckless and incoherent preaching we have heard blanketing our media for decades now. And, in a very important sense, it was written by them; after all, who forms the peer group for the elites of a European city-state? Like that blob, the encyclical is intellectually flaccid at its core, no matter how well intentioned it may be. This document is a missed opportunity to advance global understanding of AI, and yet another blow to the legitimacy and sanctity of storied Western institutions. As if you needed one more.

So average days between releases is 52 days, if we exclude the first long one, it is 40 days. So a couple of weeks at least is a reasonable bet. Could be a bit longer if it is a new pre-train and they need more time to adjust.

After some mathematical rewrite, turns out all of transformer is a series of gemm + epilogue. Given a few optimized primitives, LLMs (and novice humans) can write speed-of-light kernels for all transformer ops!

happy to finally reveal what we’ve been working on, really proud of the entire team for all the hard work 🚀

🚨 Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M Last quarter he held a $747M bullish call on Intel. THIS QUARTER IT IS A PUT. He also cut his CoreWeave call from $774M down to $141M FULL EXITS: Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8 What he kept and added: The bitcoin miners turning themselves into AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. Plus a brand new stake in Hive Digital. The thesis writes itself. Long the companies pouring the concrete for the data centers. Short the chips going inside them. The man who wrote the manifesto on AGI just bet against the semiconductors building it. We’ve been in this game for a very long time, and when we make a new move, we’ll share it here. Turn on notifications so you don’t miss the signal. This is VERY important. Many people will regret not following us.

卧槽！！这个视频第26秒，黄仁勋亲手给那个男人喂了一个丸子！！！！我擦嘞！！！😭操啊