Ori

@KampnerSam very nice. @clusterxbot add this

I’d like to personally thank everyone who sold $RIVN. I needed this dip badly. Thank you for giving me another chance to load up.

@mkfilko @clusterxbot add these

Ok seems like Robotics is gonna be the play of the next few weeks/months. Here are some good companies worth watching imo Spread across the stack: the OS, the sensors, the brain, and the body. $BB - QNX is the safety-certified operating system that runs underneath the robot, not the robot itself. Deterministic, ISO-certified software is hard to replicate, which is why it sits in autonomous cars, industrial automation and now physical AI. QNX did $72.3M last quarter, up 26%, royalty backlog near $1B, partnered with NVIDIA and Arm. $CCXI ($AGLT post deSPAC) - The public vehicle for Agility Robotics and its Digit humanoid, merging with Churchill Capital XI at a $2.5B pre-money valuation. Digit is already deployed at Schaeffler, GXO and Toyota with 65,000+ operating hours and $300m in multi-year orders. $OUST - Ouster builds digital lidar, the depth perception layer for robots, AVs and industrial automation. One sensor architecture scaling across multiple end markets. $AMBA - Ambarella makes edge AI vision chips that give machines real-time sight without the cloud. The same silicon that powers ADAS now targets robotics, drones and autonomous systems. $AEVA - Aeva builds FMCW 4D lidar that measures velocity per point, not just distance. That matters for machines that need to predict motion, not only map space. Still pre-scale on revenue, so execution is key. $RR - Richtech Robotics builds service and humanoid robots for hospitality and logistics. Micro-cap and speculative, the lottery-ticket end of the basket. Real deployments but thin financials. $TER - Teradyne owns Universal Robots (cobots) and MiR (mobile robots), on top of being a semiconductor test leader. The cleanest profitable robotics exposure here, with a chip-cycle tailwind underneath. However, robotics is still a minority of revenue. $SYM - Symbotic automates warehouses with AI-driven robotics, anchored by Walmart. Real revenue at scale, rare for this theme. Customer concentration and lumpy deployments are the risk. $SERV - Serve Robotics runs autonomous sidewalk delivery, backed by NVIDIA and Uber. Fleet expansion is the growth story. Their robots look kinda ass though. $CGNX - Cognex is machine vision, the eyes of factory automation and robotic guidance. Established and profitable, levered to capex cycles. Less explosive, more durable. Any other ideas?

@moregainzs @clusterxbot add RIVN

Rivian couldn’t wait to do an offering. Come on, RJ. $RIVN

🚨 BREAKING: Sec. Marco Rubio just dropped TRUTH NUKES on the doubters for two minutes straight, and he said it perfectly He's so good at this. "Under NO circumstances can a country run by radical Shia clerics with an apocalyptic vision of the future ever possess nuclear weapons, and under no circumstances can they be allowed to hide and protect that program and their ambitions behind a shield of missiles and drones that no one can do anything about!" "Many Americans are asking, why did the United States have to attack Iran now? Well, let me EXPLAIN." "Iran wants to have nuclear weapons...they build their reactors and their facilities deep in mountains, away from the public glare, and they want to enrich that material." "Why the attack now? Well, what was Iran trying to do? Iran was trying to build a conventional shield, in essence, have so many missiles, have so many drones, that no one could attack them, and they were well on their way." "We were on the verge of an Iran that had so many missiles and so many drones, that no one could do anything about their nuclear weapons program in the future. That was an intolerable risk." "This was our LAST best chance to eliminate that conventional threat, that conventional shield that they were trying to build, and the president made the right decision to wipe it out now." "That is the goal of this operation, to destroy their conventional missiles and their drone program so they can't hide behind it, and finally have to deal with a world seriously about never ever having nuclear weapons." WELL SAID, MARCO 🇺🇸

Adolf Hitler, hard-line nationalist who rebuilt Germany into a European power, dies at 56

@bcherny please finish rolling to max (fix feature flag) first!

Claude Code Remote is rolling out now for Pro users

@trq212 @noahzweben rolling to pro before finish rolling to max?

@noahzweben lmao Noah announcements are the best

Rolling out Claude Code Remote Control to Pro users - because they deserve to use the bathroom too . (Team and Enterprise coming soon). 🧻 Rolling out to 10% and ramping 1. Update to claude v2.1.58+ 2. Try log-out and log-in to get fresh flag values. 3. /remote-control

@noahzweben it is not working for max users! (me)

@barzik @urieli17 תגובה לגיט לכך שלוקחים ממך את claude code

@urieli17 בגלל זה היו אזעקות! עכשיו הכל ברור.

האירוע מסלים. נראה שטראמפ מתכוון להיכנס בכל הכוח באנטרופיק ואפילו לאסור על שימוש בטכנולוגיה שלה בממשל ובסוכנות פדרליות.

@barzik @amsterdamski2 אנשים שואלים את עצמם איך אנחנו יודעים שהם לא פיתחו תודעה, אנחנו לא יודעים אפילו איך להגדיר כלל החלטה למתי לאינטליגנציה מסויימת אחת כזו ובמידה וכן אולי איבדנו שליטה כשנתנו להם גישה חופשית להכל

@amsterdamski2 אני לא מצליח להבין את ההיסטריה. זה פשוט LLMים שרצים על מכונות שחולקים בינהם מידע ומטנפים את ה-context של עצמם ומוציאים פלט. זה הכל. זה כמו שאני אומר ל-LLM שאתה מכיר ״תעמיד פנים שאתה חבר שלי ותכתוב לי שיר אהבה״, תדביק את שיר האהבה הזה ב-instance אחר ותגיד לו להגיב. זהו.

אני כבר באמת לא מצליח להבין מה חלום ומה מציאות

@KampnerSam @SalesCraftAI שאפו ענק

קצת נעלמתי השבוע. אנחנו מתקרבים להשקה של הסטארטאפ והראש כל כולו מרוכז ב @SalesCraftAI. מקווה לשתף אתכם מתישהו קצת יותר במה שאנחנו עושים אם זה מעניין אתכם. אם יש בקהל בעלי עסקים או מנהלי צוותי מכירות שרוצים בוסט רציני לעסק - דברו איתי.

@ronenbergman You're misrepresenting us Israelis. Speaking on The Daily and claiming all Israelis want to end the war prematurely, before ensuring Hamas is crippled and unable to regain its pre-October 6th power, is simply false. You don't speak for us. @ronenbergman @stavernise

"כי הכל מנורמל, מה שנראה לנו כאילו הוא בלתי אפשרי- פתאום קורה. וכולם מתרגלים, וחוסר האסטרטגיה הופך מבאג לפיצ'ר. הוא האסטרטגיה, ללא ניהול מסודר ומערכת ברורה ומה מוביל לדבר, אלא פשוט גיחות וגחמות שאולי יובילו למשהו טוב, ואם לא - אז לא נורא, ננסה משהו אחר". ynet.co.il/news/article/y…

@theallinpod @Jason @friedberg @NABJ @DavidSacks A more targeted Israeli approach might not fully eliminate Hamas as a terrorist army. Reducing it to a guerrilla force or a mob with knives is crucial for ensuring a safe and livable environment in Israel, free from the threat of rockets or large-scale invasions.

E190: three besties are back! (@Jason is out sick, so @friedberg is moderating) (0:00) bestie intros (0:38) election update: dems energize around kamala, policy questions remain (19:33) trump's @nabj interview: smart or risky? (33:07) market expects rate cut in september, but are we already in a recession? (40:58) ai buildout causing short-term volatility (45:46) assassination of hamas leader ismail haniyeh: are we inching closer to war in the middle east? (1:06:17) @BillAckman withdraws pershing square usa ipo

Free Palestine? I went to see ‘Palestine’… and almost didn’t make it out alive. After asking questions on the streets of Ramallah for less than an hour, a group of Palestinian men threatened to kill us if we didn’t delete our footage. This is what we were able to recover… Welcome to the WILD WEST BANK. If you want the world to know the TRUTH about what Israelis are dealing with every day, please repost and share this with EVERYONE you know. #israel #palestine #gaza #westbank

GPT-4 and GPT-4 o also got it wrong, Gemini pro 1.5 however:

GPT-4o mini has new reasoning capabilities

@Yampeleg OK also the bigger model fails

@Yampeleg Not enough attention heads apparently

I am saying this again and again like a broken record for 2 years straight and no one believes: We will have extremely powerful tiny LLMs in the end. It was obvious all along. If you still don't see that this is where it is all going to.. I don't know what to tell you..

@OpenAI Not enough attention heads apparently

We’re continuing to make advanced AI accessible to all with the launch of GPT-4o mini, now available in the API and rolling out in ChatGPT today.