Vortex
821 posts


France just banned zyns so now Sweden is fighting back by banning cousin marriages
Visegrád 24@visegrad24
Sweden has just BANNED cousin marriage and close relative marriage! 🇸🇪
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. @nikitabier you should take away monetization from quote tweets
The Emergent New Man 🇪🇪@KeyedCorbusier
White guy growing up in China/Singapore and speaking fluent Singlish: Comedic White guy growing up in India and speaking Indian English while doing the head wobble: Tragic
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@aibaldking @solangelestv Well done on the launch bro I dmed you a few days ago but I’m sure ur flooded . Love you boss you deserve it :)
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@creatine_cycle @StevenGlinert OAI is Jewish what the hell are you talking about
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@StevenGlinert the thing is that it's not mocking islam at all.
anthropic has the pope. OAI has allah
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All im finna say is toeing this “veiled death threats for saying a joke about Islam” line has historically not worked out for folks.
haroon@haroonisdreamin
all im finna say is toeing this line has historically not worked out for folks
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@vortexchan420 yeah we did it before lunch, started at kurama station and hiked from over there
really nice hike
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@nathaneitingon @jewyorkstofmind If you can’t afford $450 cancellation fee about something you care so deeply about , you have bigger things to worry about. log off and get ur money up not ur funny up
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@jewyorkstofmind I would now but it’s quite expensive process. I will need to anyway due to tax purposes next few years
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@IterIntellectus My wife told me “if they don’t do anything then why would you even take them” rip
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@demian_ai at the risk of top ticking them? ain't no way but i'll dm u xd
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I am in Japan, so when in Rome, a small tour of the japanese AI bottleneck stocks 🇯🇵
Not the famous layer, the underneath layer.
America has NVIDIA. Taiwan has TSMC. Korea has HBM. Japan has the parts of the stack that sound too boring (until the shipment is late)
4062.T Ibiden: the substrate floor under high-end AI packages.
2802.T Ajinomoto: the soup and MSG company behind Ajinomoto Build-up Film, the insulating film inside those substrates.
4063.T Shin-Etsu: wafers and materials before the chip is even a chip.
8035.T Tokyo Electron: process tools that make advanced manufacturing repeatable.
5332.T TOTO: ceramics.
3110.T Nittobo: glass fiber.
4004.T Resonac: specialty materials and packaging-adjacent chemistry.
JSR matters too, but it is not a clean public ticker anymore after the 2024 delisting. That almost makes the point better imo. Some of the most important AI infrastructure is already disappearing from the easy screen.
pattern is simple:
AI looks American at the model layer.
looks Taiwanese at the foundry layer.
looks Korean at the memory layer.
Then you go one layer lower and the map starts turning Japanese.
Films. Fibers. Ceramics. Resists. Substrates. Tools. Materials
Don’t ask only who owns the chip, ask who owns the floor under it 🫡
dylan ツ@demian_ai
@nebiustf built a dashboard to track ai related bottlenecks: aibottlenecks.app
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“high agency high taste is the unlock these days”

Garry Tan@garrytan
High agency high taste is the unlock these days
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