Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
Joined September 2021
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Fabricated Knowledge retweeted
Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model.
🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal.
🔹 Full-project coding: games in Unreal, Unity & Godot.
🔹 Excels at parametric 3D modeling in Blender & CAD.
🔹 More reliable at finance work: Accurate modeling with hallucination down by 65%.
🔹 Matching the strongest proprietary models across coding, agentic and knowledge benchmarks.
Kimi K3.1 Pro and K3.1 Pro Highspeed (2–3× faster) are now live on Kimi.ai, Kimi Work, Kimi Code, and the Kimi API.
Open weights by Nov 4, 2026.
🔗 API: platform.kimi.ai
🔗 Tech blog: kimi.ai/blog/kimi-k3-1-pro
Fabricated Knowledge retweeted
New post!
Farewell
yetanothervalueblog.com/p/fa…
Fabricated Knowledge retweeted
Deputy Chief Information Security Officer at Anthropic with a reassuring message for everyone regarding cybersecurity☺️
Fabricated Knowledge retweeted
I will leave my words here.
This led to the Cyber Armageddon this week
We found DeepSeek V4.1 Flash 1017 beats GPT 6 Sol on our multi-step offensive cybersecurity task. Sol was tested via the Daybreak trusted access program.
We have been building a cybersecurity benchmark based on simulated corporate networks. This is a valuable indicator for the cyber-risk a model poses if in the hands of a bad actor. We plan to make the full evaluation public in the coming weeks but wanted to share our first immediate finding here.
Fabricated Knowledge retweeted
so begins the dark forest era
🚨 CRITICAL: GitLab flaw (CVSS 10.0) affects 12 years of releases.
CVE-2026-110264 could allow unauthenticated remote code execution on self-managed servers.
Read - thehackernews.com/2026/10/cr…
Fabricated Knowledge retweeted
Ed Zitron, a newsletter guy who's been calling the AI top for years, just had an absolute crash out 😂
"Jensen Huang is a piece of shit. Every hyperscaler CEO is too."
He even apologized to his readers for having been too polite before.
This is what being wrong on AI that long does to a man.
What's next, Ed? Jensen did 9/11? 🤣
Fabricated Knowledge retweeted
An urgent notice from the Railway team
blog.railway.com/p/security-…
Fabricated Knowledge retweeted
Looking for analyst #4!
We’re growing the @citrini / Girlfriend Index team and looking for someone who loves all things consumer/retail.
Apply here: app.dover.com/apply/Citrini%…
Fabricated Knowledge retweeted
Banger insights from the makers of this chart, who put IBM above Anthropic
“.. At the moment, we have more compute capacity than we have demand, and we have a lot of the tokens and processing power being given away in freemium solutions,” he told @CNBC. “Everyone in the AI race is running for a last-man standing position.”
cnbc.com/2026/10/19/gartner-…
Fabricated Knowledge retweeted
We spent 3 months working with the Anthropic team to see if we could design a new drug using Claude.
Truly one of the most inspiring projects I’ve been a part of. Grateful to @amirshanehsaz @nc_frey and the rest of the Anthropic team for making this happen 🦂
What is AI really capable of in bio?
To separate hype from reality, we spent 3 months working firsthand with @AnthropicAI's internal research model to see if it could create an experimental scorpion antivenom.
Introducing Citrini Therapeutics.
citriniresearch.com/p/citrin…
Fabricated Knowledge retweeted
🧵1/10 Given the recent reactions of mathematicians over rapid advances in AI, I think it is important to remember that technological change has historically been a very personal event for people.
Over the history of technological progress, looms have fallen silent, switchboards have gone dark, and factory lines have shrunk bringing with them a human crisis of identity and what it means to be a master of one's craft.
Fabricated Knowledge retweeted
What is AI really capable of in bio?
To separate hype from reality, we spent 3 months working firsthand with @AnthropicAI's internal research model to see if it could create an experimental scorpion antivenom.
Introducing Citrini Therapeutics.
citriniresearch.com/p/citrin…
Fabricated Knowledge retweeted
#BREAKING: Gambling helpline director sentenced to 10 years for stealing $1.4M to gamble.