bubble boi

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bubble boi

bubble boi

@bubbleboi

Brand Ambassador @thru_xyz. Head of Marketing @UntoLabs.

San Francisco, CA เข้าร่วม Haziran 2017
5K กำลังติดตาม44.4K ผู้ติดตาม
bubble boi รีทวีตแล้ว
Irrational Analysis
Irrational Analysis@insane_analyst·
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bubble boi
bubble boi@bubbleboi·
I need a private jet so baddddddly I can’t take it anymore !!!
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Noah
Noah@Yacodam23·
@bubbleboi I was building a RISC core as a beginner project awhile ago. It was so well documented and simple that I was essentially doing mindless work. Like no neuron activation. Realised there was no way that AI couldn't do it lmao. Moved to some other stuff and yea it gets sm deeper
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bubble boi
bubble boi@bubbleboi·
Everyone on this plane watched dumb movies like a dumb goy while I sat here and read the first chapter of this book and looked at the flight path. It was a 4 hour flight.
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bubble boi@bubbleboi·
Haha I love my profile pic so much. This is literally my vibe IRL.
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bubble boi
bubble boi@bubbleboi·
Anyone could build a RISC core even the most retarded hw engineer could get you that in a day. The base ISA is so simple it doesn’t even support floating point numbers lmaooo. You could literally write one in less than >1000 lines of Verilog. So I would like to ask the author to provide more context and some source files to analyze did it pass the RISC-V verification suite? I personally use AI tools everyday to write RTL and it’s god awful.
Towaki Takikawa / 瀧川永遠希@yongyuanxi

Design Conductor: an AI agent that can build a RISC-V CPU core from design specs. The agent is given access to a RISC-V ISA simulator and manuals... to enable an end-to-end verification-driven generation. The most important thing for design intelligence is a verifier 😎

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bubble boi@bubbleboi·
I’ll show you a supermicro hehee
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Kakashii
Kakashii@kakashiii111·
Today, my work over the years received another validation. The DoJ, together with the FBI, announced charges against three executives of SuperMicro (SMCI) for Conspiracy to Violate the Export Control Reform Act. Since at least early 2024, SMCI's executives built a sophisticated, systematic scheme to illegally divert billions of dollars worth of high-performance AI servers containing restricted Nvidia GPUs to China, using a pass-through company in Southeast Asia to evade U.S. export controls. I was the first to call out this smuggling phenomenon in late 2023, when it was just beginning to pick up volume. I tracked the flow of chips across Southeast Asia, including their final destinations in China, and identified the key participants, SMCI among them, documenting how the sophisticated, systemic scheme operated. What the DoJ described in its charging documents is precisely what I wrote about numerous times: the mechanics of how it works, the routes the GPUs travel from origin to their final destination in China, and the volume of the smuggling, which I estimated at tens of billions of dollars worth of GPUs. SMCI is a significant catch, but it is far from the only player in this smuggling ecosystem. Others remain uncharged. What has been equally troubling is that many companies, including public companies and their executives, have had knowing or willful blindness to this phenomenon, looking the other way in order to hit sales targets and meet Wall Street estimates. Meanwhile, the smuggling network has evolved in parallel with one of the fastest datacenter buildouts in Southeast Asia, involving numerous subsidiaries, local companies, and datacenter operators who have absorbed every lesson from the smuggling playbook and are now working around the clock to build a datacenter empire across the SEA region.
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Kakashii@kakashiii111

SMCI confesses to being Nvidia's partner-in-crime in Singapore sales. Amazing.

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bubble boi@bubbleboi·
I’m back in New York for a few days after living on the streets of the Tenderloin for the past month.
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bubble boi@bubbleboi·
@swingsonly They have it for Mac I tried it out but is not good. I wonder if Linux is supported I use Linux alooooot.
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swingsonly@swingsonly·
@bubbleboi Me when 😭. But the old heads at BBG don’t have it for Mac. So imma have to get a pc
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bubble boi
bubble boi@bubbleboi·
I’m on the bloomberg terminal just messaging people I admire like “hiiiiii” feels like the old school AIM days.
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SemiAnalysis
SemiAnalysis@SemiAnalysis_·
Olympian Gold Medalist Alysa Liu, recently went viral for her Teen Vogue rant on OpenAI Codex. “I can see why Sam Altman open sourced Codex. Clearly the experience is significantly worse than Claude Code. I was unable to feel the AGI using Codex. As oppose to using Claude Code, I felt the enlightenment coming and support UBI ”
SemiAnalysis tweet mediaSemiAnalysis tweet media
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bubble boi
bubble boi@bubbleboi·
We killed the Kantian leader of Iran.. next up is a Hegelian.
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bubble boi@bubbleboi·
I have no understanding of financial metrics or “EPS” I just think the roll out of copackaged optics will be 5 years and smaller than many think. Mainly scale out which will be smaller with N520 or whatever the fuck happening.
LostFundamentals@LostFundamental

$LITE – Why you most likely would lose 30-50% of your money on a 2–3-year view if you buy the stock today. While @aleabitoreddit and @crux_capital_ does good work on the core thesis there is never a discussion of what the business is actually worth. @bubbleboi 1/N

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bubble boi@bubbleboi·
Paul Graham? You mean the bubble boi disciple?
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