Ryan Cunningham

430 posts

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Ryan Cunningham

Ryan Cunningham

@rydcunningham

doing things • energy + compute @ Edgerunner Ventures • Machine Yearning on Substack • ex Uber

San Francisco, CA Katılım Şubat 2012
848 Takip Edilen1.1K Takipçiler
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Ryan Cunningham
Ryan Cunningham@rydcunningham·
Silicon Valley is still scale-pilled - yeeting more GPUs, more data, more capital and hoping AGI falls out it's increasingly clear that China is playing a different ballgame we’re calling it Energy-Compute Theory. here's how it’s different, its implications for the new economy, and whether the US is falling behind 🧵↓
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Realguy
Realguy@anonid3430·
@pstAsiatech Please tell ryan to restart posting on substack, his essays were great. Also, I can't seem to find your substack account. I would highly appreciate it if you sent me link. Thanks 🙏
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Paul Triolo
Paul Triolo@pstAsiatech·
Incredible first day at the World AI Conference in Shanghai...in addition to many sidebar discussions on AI governance, with Ryan Cunningham, visited most of the AI hardware majors at the Exhibition Hall. Yes, compute is the big issue....
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Ryan Cunningham
Ryan Cunningham@rydcunningham·
WAIC 2026: Beyond Huawei's Atlas 950, many chip designers unveiled their own supernodes: Alibaba T-HEAD 磐久AL128, Enflame 云燧ESL64-0, MetaX 曦景S600, even Biren made an appearance. Tightly integrated, liquid-cooled. Because it's never just about FLOPS. It’s tokens per joule.
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Deployable Energy
Deployable Energy@DeployableE·
This special 250th Independence Day, we're celebrating our team & a major milestone. To mark the occasion our team signed the reactor vessel, arranging our signatures into the shape of the American flag. Every breakthrough is powered by the people behind it. Happy 4th of July🇺🇸
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Pope Leo XIV
Pope Leo XIV@Pontifex·
When simulation becomes the norm, it weakens the human capacity for discernment. As a result, our social bonds close in upon themselves, forming self-referential circuits that no longer expose us to reality. We thus come to live within bubbles, impermeable to one another. Feeling threatened by anyone who is different, we grow unaccustomed to encounter and dialogue. In this way, polarization, conflict, fear and violence spread. What is at stake is not merely the risk of error, but a transformation in our very relationship with truth.
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Kyle Chan
Kyle Chan@kyleichan·
I had a blast chatting with @KaiserKuo on the Sinica podcast! We talked about Chinese tech, industrial policy, and how powerful structural forces are pulling the US & China closer together even as geopolitics pulls them apart. podcasts.apple.com/us/podcast/sin…
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Ryan Cunningham
Ryan Cunningham@rydcunningham·
@RexRexus @GenGensyun1 I don’t know how I ended up on “Armored Coreの日常系” twitter but I’m very happy to be here
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Rex
Rex@RexRexus·
レッドガンの事務員になってみんなの書類の甘さに振り回されて、最後に総長のところに行ったら「あと5分ほどでできる。そこで待っていろ」と言われて、総長が静かにペンを走らせる音を聞くっていうASMR音声の販売はいつですか！！！(極限事務員民感)
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LJB | Sage of Hoeflation | POFMA Poet | COE/GCB
LJB | Sage of Hoeflation | POFMA Poet | COE/GCB@hoeflator·
🐴🔥 DONG DONG QIANG 💯🙌🏻😩 GONG XI FA CAI MOTHERFUCKERS 😩🙌🏻💯 🐴🔥 IT’S THE YEAR OF THE FIRE HORSE 🐴🔥 and you know what that means, you qipao VIXENS 😋👩👀 It’s time to gallop into your AHGONG👴👲🏻 and AHMA👵👵’s hearts with your SLICKEST mandarin oranges 🍊🍊🍊 and your most shameless sweet-talk in PERFECT Mandarin 😌✨ Because this year we’re doing SPEED, CONFIDENCE, and “mǎ dào chéng gōng” energy, baby 🐴💨💥 Keep your nails fresh 💅, your smile dangerous 😈, and your pockets ready to lasso the THICCEST HONGBAOS 🧧💰🉐 Like, clip-clop straight to the red packet table and act innocent while you loot politely 😇🐴 Get your ssssecret 💕 love notes ready for your 大哥’s spicy 红包 aura 😩🔥 (respectfully) and don’t forget to flirt-charm your relatives 👴🧓👵👱‍♂🧑 with peak “I miss you sooo much” acting 🎭🥺 Snack like a menace on BAKKWA 🥓✨ and summon BIG HORSE HONGBAO BLESSINGS 🐴👌🏻💰💰 Send this to 8⃣8⃣ of your MOST FEROCIOUS STABLE-RAIDING HOTMESS FRIENDS 🙊💰 and manifest a WILD LION DANCE 🐲💃 this CNY‼‼‼ If you get 0⃣-3⃣ replies, your bakkwa will taste like disappointment 😭😭 If you get 4⃣-7⃣, your 年年有🐴 becomes 年年有🧧🧧🧧 and your aunties start calling you “very capable” 😩✨ If you get 8⃣+ back, you’ll be neighing HUAT AH all year ♨♨🈵🈵‼
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Gail Alfar
Gail Alfar@gailalfaratx·
Amanda Askell, who has no children, was previously married to William MacAskill, co-founder of Effective Altruism Dario and Daniela Amodei, CEO and President of Anthropic, used to live in a rationalist group house with Holden Karnofsky, who co-founded GiveWell, an early Effective Altruism-aligned organization Daniela and Karnofsky are now married. Anthropic also received significant funding from Sam Bankman-Fried. SBF was also a prominent Effective Altruism donor, prior to the collapse of FTX due to fraud. These connections between Anthropic leadership and the Effective Altruism community are alarming and if you go down the rabbit hole and trace the money trail, it will be very interesting…
Stefan Schubert@StefanFSchubert

Any sane person would rather entrust Amanda with the future than Musk

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Yoda
Yoda@teslayoda·
🚨Breaking: SpaceX is hiring Silicon Crystal Growth Materials Scientists to rapidly bring online silicon ingot and wafer fab pilot lines to develop and refine recipes for producing high-quality silicon ingots and wafer-based solar cells. Note: The silicon ingots here are for making solar cell wafers but technically you could grow silicon ingots in different “recipes” such as purity level, crystal structure, doping (boron, phosphorus, etc.), defect control, etc. These choices determine whether the silicon is suitable for solar cells or semiconductor chips.
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John Ʌ Konrad V
John Ʌ Konrad V@johnkonrad·
Alex is doing great things indeed…. but spending $20k on Apple hardware to run MiniMax is NOT one of his better ideas.
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Alex Finn@AlexFinn

Humanity has advanced more in the past 3 weeks than the previous 100 years combined: • OpenClaw: greatest AI application ever • Opus 4.6: smartest AI model ever • Codex 5.3 Spark: greatest coding model ever • MiniMax 2.5: greatest super intelligence on your desk I have moved up my timelines for the singularity and permanent underclass. We are 6-12 months away. You have literally 1 job every morning when you wake up: find what the latest tech is, and integrate it into your life immediately. These are the steps I'd do right now: 1. Get OpenClaw installed on a local device. Have it automate 1 workflow you have 2. Try out the agent swarms on Claude Code with Opus 4.6. 3. Build your first app with Codex 5.3 Spark. You can have a fully working app done in literally 30 seconds flat, even if you've never coded before 4. Prepare for a world of local intelligence. Even if you are on the cheapest Mac Mini there is, you can install Gemma 3 4b and have a lightweight model running on your computer. This is the future The only way to escape the permanent underclass is to be on the cutting edge Don't say I didn't give you the playbook

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John Arnold
John Arnold@johnarnold·
This article on Chinese humanoids echoes many of my observations from a recent trip: intense domestic competition yielding high quality but low profits, vast local supply chains, substantial gov't supports and capital, and focus on frontier technologies. wsj.com/tech/china-is-…
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delty
delty@DeltyThe73rd·
you know what, sure
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Keşfet

@anonid3430 @pstAsiatech @Gracemzshao @WillManidis @jasminewsun @kyleichan @KaiserKuo @RexRexus