Pepper Chao

@OmerCheeema This depends on how “choke point” is defined. If it means geographic concentration and hard-to-replace capabilities, design, EDA/IP, and advanced equipment are also choke points, and many of them are still US/EU/Japan-dominated.

Semiconductor supply chain choke point. As you move up the value chin, choke points move to Asia.

@AlfinCodes At least for now, it works on my machine🤷‍♂️

Claude Opus 4.8 is insane. Nothing will be the same after this model. Anthropic should not have released something this dangerous.

Some mentioned it's because of lack of power. If so, that's incredibly bullish for Tesla Energy. Makes total sense why they're raking in billions in Megapack contracts. FYI: youtube.com/watch?v=L8Cv6u…

@donah35089 @fkronawitter1 Huge win for Tesla. Makes total sense why Tesla got billions of dollars in contracts for its Megapack batteries. FYI: youtube.com/watch?v=L8Cv6u…

@fkronawitter1 I work in the power industry. I can tell you that 85% of the data center projects I’m involved in for the major players are either delayed or cancelled because of a lack of grid interconnect agreement, power gen equipment, or permitting.

JPM on '27 data center build out: "The latest analysis based on satellite images shows that over 60% of data center capacity planned for completion in 2027 has not begun construction with another 7% delayed"

@fkronawitter1 Basically means Amazon, Oracle, Microsoft, Meta and Google will take a big hit. But Tesla should be fine thanks to its own Megapack battery ecosystem

@Market_Mind_ Heads up: This data is kind of outdated, and only covers 30+ member countries of OECD, not the whole world. The actual 2024 global top 5 looks different: 1. UAE (99.5%) 2. South Korea (96.6%) 3. China (93.6%) 4. Barbados (91.4%) 5.Hong Kong (89.9%) FYI: ftthcouncil.eu/committees/mar…

South Korea leads the world in Fiber Adoption

@Market_Mind_ In plain English: it means South Korea has a massive fundamental advantage for the future of AI, cloud computing, tech tech

@MikushRab Not a technician, but these AI-generated parts looks strange to me. It feels like AI is just acting as a painter creating graphics, rather than truly reproducing a component.

Opus 4.8 just dropped and I ran it through our CAD tasks. 4.6 → 4.7 → 4.8 side by side. The results are unexpected!

@a16z I always buy way more than I need at Costco. And half of it ends up wasted. Economically speaking, it's the Supply-Volume Effect: when your stockpiles go up, your usage frequency and per-use consumption go up too

Costco is the king of low prices Charts of the Week: a16z.news/p/charts-of-th…

@Reuters Been using Tesla FSD for 2 years. Overall, it's safer than my own driving. Especially on twisty hill roads, it stays centered in the lane. Just experienced this last week on the northern part of Highway 1

Tesla exaggerates the safety of its ‘Full Self-Driving’ technology by comparing a rate of crashes in FSD-piloted Teslas that triggered airbag deployments to a federal crash rate for all vehicles that includes far less-severe accidents. The automaker also compares its cars to the average US vehicle – which is much older than the average Tesla reut.rs/4u2xLlh

My FSD has run red lights several times (Once I even made it recur), and drove against traffic a few times over the last 2 years. I send feedback to Tesla, but got no reply at all. That being said, I still use FSD everyday. It really saves me from having to pay full attention during my daily commute

Seven of Tesla's former data labelers — staffers who train the company's AI-powered driver-assistance software — told Reuters they wouldn’t trust the Full Self-Driving feature to drive them. 'We have all seen it fail,' one said reut.rs/4dBspso

@Polymarket Absolute nightmare. I always check my usage limits and monitor my API carefully in case someone hacks my account

NEW: AI consultant reveals a client accidentally spent $500,000,000.00 in a single month after failing to set employee limits on Claude usage.

@minchoi At least in this video, the crowd created by AI looks extremely fake. People in a crowd don’t move in such a neat uniform way. We are not a flock of birds or zombies.

We are cooked. AI can fake crowd size now 💀 Nothing is real anymore.

Funny, Consumer Non-Durables is the best-performing sector in the stock market today

@negligible_cap Just to add: the new bonus program will continue for 10 years

Samsung has 78k workers in their semis unit. Under the new terms of the strike agreement, the semi workers will get 10.5% of company operating profits (which is incremental to their existing 1.5% bonus), creating a bonus pool worth $22.6B Average employee payout will be just under $400K. I love capitalism as much as the next guy but needless to say this is unheard of in the US

@Reuters Looks like AI companies can no longer hide behind user prompts as an excuse for generating copyrighted lookalikes. Now every AI lab is tweaking their weights overnight

China's MiniMax loses bid to end Disney copyright lawsuit over AI system reut.rs/3RvKjnM reut.rs/3RvKjnM

A huge precedent. Looks like AI companies can no longer hide behind user prompts as an excuse for generating copyrighted lookalikes Now every AI lab is tweaking their weights overnight

@TrumpDailyPosts High taxes

What is the greatest threat to liberty in America?

@Vivek4real_ Interesting. From 2023-2025, he was hyping up how jobs are 'definitely going away'. Now, after facing multiple public assaults recently, he's suddenly changing his tune

BREAKING: OPENAI’S SAM ALTMAN JUST SAID AI IS UNLIKELY TO LEAD TO A JOBS APOCALYPSE​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​.