aurph retweeted
$MU just outlined plans for custom HBM4E in 2027 followed by 3D-stacked memory directly on AI processors in 2028 with new HBM generations planned nearly every year through 2030.
That's a pretty big shift for Micron as memory becomes part of the AI chip itself.
aurph retweeted
and so it begins (well soon) ...
$MU
"On October 8, 2026, our Board of Directors authorized an increase in the maximum amount of discretionary repurchases of our outstanding common stock to be made from December 9, 2026 to $35.16 billion."
gigawatts dont matter if you cant execute!
IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons. In Prince George and Mackenzie in Northern BC, Canada, we’ve heard the stories: multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere. The #1 worst site in the industry, according to users.
And we are some of their users, as we’ve gotten to test IREN GPUs from multiple providers that resell their capacity. A lot of our users we are hearing from who aren’t having a good time aren’t renting from IREN resellers, but from IREN themselves. (1/3)🧵
aurph retweeted
They tokenboarded my boy in Promptanamo Bay 😭
🚨 #BREAKING: American man "kidnaps" Flock camera, subjecting it against its will to 23,040 license plates per second.
aurph retweeted
big AI news
Google just demonstrated a recursive self improvement loop for AI discovery
Google/DeepMind researchers introduced Dream-RSI, a system where an AI agent improves how it explores problems by replaying its past discovery attempts, testing thousands of alternative strategies cheaply, then deploying the better strategy in the next round.
Across algorithm design, mathematical optimization, and GPU kernel engineering, it matched or improved discovery quality while cutting search costs dramatically, in one setting reducing agent calls by up to 162x. 👀
Importantly, it improves the exploration policy, not the underlying model weights.
aurph retweeted
Every stock has its own chat on Godel Terminal.
→ DMs, private groups & stock-specific groups
Members only.
aurph retweeted
To: █████ █████████
From: Kenneth Cordele Griffin <[email protected]>
September 9, 2026, 7:35 AM
Buy calls on AMD CRWV BE SNDK SKHY DRAM… Jan 2027 expiration. Whatever strike you want. Higher the better
aurph retweeted
openai asked me to test GPT 6 Astra, but uh, i turnt it down
they offered me like, 15, sum shi like 10, like 5 billion free tokens
it was on this big gpu cluster out in jacksonville
but i turnt it down, just to do this, to code with my locally running qwen-3.8-27b abliterated
aurph retweeted
Supply chain data (SPLC) is now live on Godel Terminal
→ Map any company's suppliers, customers, competitors and partners
→ Start with one name and see everything around it
→ Thousands of companies mapped, global coverage
Institutional-grade relationship data, now available to everyone.
aurph retweeted
hello there the jacobian conjecture is false thanx to my close friend akhil for asking about it and my other close friend fable for working during the world cup final
((1+xy)^3 z + y^2 (1+xy) (4+3xy), y + 3 x (1+xy)^2 z + 3 x y^2 (4+3xy), 2 x - 3 x^2 y - x^3 z): \C^3\to \C^3, has jacobian determinant -2, and sends (0, 0, -1/4), (1, -3/2, 13/2), and (-1, 3/2, 13/2) to (-1/4, 0, 0)
This is why we do it.
Biggest drop in core CPI inflation since May 2020?! Glad we aren't gonna see a rate hike in 26. Employment leveling out too. Good shit kevvy
