Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal

Joined September 2021
damn im wrong
I dont remember Gemini taking number one during the big push last year, or even Anthropic during the cc era
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I dont remember Gemini taking number one during the big push last year, or even Anthropic during the cc era
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Replying to @benitoz
so no mtp to no mtp.... some configurations better than others, its competitive! you can do it on a watt basis as well...
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Goodluck to inference engineers at Moonshot today
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new llm phrase! API storm!
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Total victory.... holy shit
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Replying to @riddle245
Cannot stop us
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Energy is so good rn at MSG
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Mitchell Robinson broke his fifth metacarpal NOT his pinky, per @WindhorstESPN “It's a broken hand. When you break this part of your hand, it's known as a boxer's fracture because most of the time it means you hit something." (Via @GetUpESPN, h/t @TheNBABase)
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