If you really think about it, despite being mocked as “ClosedAI,” OpenAI has contributed enormously to the field: GPT, GPT-2, GPT-3, CLIP, the ChatGPT paper, the GPT-4 Technical Report, the Sora technical blog, and even open-sourced Codex. Anthropic, meanwhile, has contributed far less to the public research ecosystem while increasingly promoting fear-based narratives and restricting access through heavy gatekeeping. The world I least want to live in is one where the future of AI is controlled by companies that prioritize secrecy, gated access, and centralized control over openness, reproducibility, and scientific progress.

Laufey poniéndose sentimental cantando “Letter to my 13 year old self” en Chendú, China ❤️‍🩹

最近太忙了！已经六个月没健身了！每天高强度加班，下班后还得自己控制饮食做饭 美股 赶紧睡 好不容易请两天假去看laufey的演唱会，健身房练过头了，天府三街堵车，两公里堵了我半个多小时，到的时候已经bored已经唱完了😭😭😭 laufey太好听了我哭死，我一直在跟着音乐跳舞💃，这是一个很好很好的夏天

公示并不代表已经落地，落地在一个月后 作为药明的死多头 不仅仅今天自己已经满仓干入，还推荐一位同事，一位推友继续加仓 FDA多次定期来中国基地检查都是0缺陷 多说无益 中报见，谢谢🙏🙏🙏

TSMC fumbles Copackaged optics for the Nth time like some fucking donkeys and now the whole industry is limping towards NPO, and the pod bros who price the entire AI TAM off Nvidia’s BOM line items still can’t actually explain what the problem is. So let me do the engineering for you, since clearly nobody on here will. The bottleneck was never can you make light go through a waveguide. It’s all fucking thermals which is downstream of packaging. Specifically, how do you get a photonic engine onto the same substrate as a switch ASIC or XPU without your yield falling off a cliff and your reliability failing. TSMC’s answer is CoWoS where they bolt everything onto one big monolithic silicon interposer. Cute, until you hit the reticle limit and start duct-taping interposers together (CoWoS-S, then -R, then -L, soon -PleaseStop). Every chiplet and HBM stack you add to that single interposer compounds your defect probability and one bad die leads to a five-figure package going into the dumpster. CoWoS is thermally retarded and the whole industry knows this and it’s why capacity “can’t expand” and Jensen is acting like a bouncer in the front of a club choosing who gets pass the velvet rope. There is ONLY one company that will make copackaged optics work and expand in the rack… it’s not Lumentum, it’s not Coherent, it’s fucking INTELLLL. Intel’s EMIB gets rid of a giant reticle limited interposer and replaces it with a tiny silicon bridge that does the high-density coupling locally, exactly where you need it. You localize the hard part and the thermals in one area and your yield is ridiculously high. Comparing EMIB & CoWoS is so funny cause EMIB is north of 95% yield with like 12 reticle size equivalent package while CoWoS falls off a cliff after 5.5 reticles it’s that bad…now imagine adding thermally sensitive photonics. People don’t know this but Intel has been doing silicon photonics in-house for ~25 years... In 2024 they showed an Optical I/O chiplet doing 2 Tbps bidirectionally at ~5 pJ/bit, with the PIC and EIC co-packaged right against the ASIC and it’s all because of EMIB. And even more critically than that, they’ve actually run the fiber-attach and reliability/test flow to JEDEC-grade standards already, which everyone hand-waves until their links flap in production. My prediction is clear: Intel will capture over 90% of the copackaged silicon photonics market in the next five years because there is NO ALTERNATIVE.

RT @Blazing_Sun1: 我也没说会立马崩盘，一直说的是会反复拉升出货，甚至不断新高吸引场外资金入场。 但等牛转熊的时候，新韭菜们就能见识到A股的真面目了，每一个被套在白酒，新能源，光伏，创新药等昔日抱团行业的散户都明白真面目是什么。 做人要讲良心，不能为了赚钱无…

A股真的没流动性，完全存量博弈 美股科技狂飙不影响礼来万亿市值，其他板块没有抽血严重 A股科技狂飙业绩好的有色化工创新药全跌，请问你出不出来接盘科技，不出来就继续砸盘 今年第一笔浮亏就是A股科技止盈早了，买了一点老鼠药头头 但是也不会割肉，先放着了 还是主玩美股，A股没意思，只能做大波段

卖飞了$MRVL 感同身受 太难受了 比亏钱还难受😭😭😭

科技行情还没结束是因为主力还没出货完成 高位是一个区间，不是一个点位 目前主力持货还在百分之50的高位 不打造辨识度，不赶顶，怎么让人接盘？ 不拉双驼，不打造行情还没结束的情况怎么出货 利好不断发，不断出货 韭菜不买急了，很急

所有人都在讨论AI. 但是也别忘了GLP-1的超级周期已经开启了 礼来一开始机构不认 最近一个月已经涨了40% 一季度上升全年指引 GLP-1的应用边界发生了质的扩张，从单一的代谢疾病延伸至多个重大慢病领域 继续持有礼来，药明康德 4100的A股，价值投资就是15倍TTM的药明康德 接下来ASCO或许有更多发现

已经到了高位博傻的阶段了 如果费城半导体是泡沫 那A股半导体是什么 一群赛道边角料角色，给了赛道垄断性科技股的定价

接上条: 1.转coding最好的时间是三年前 其次是现在 2.按照openai的5层AGI来说的话 现在一个去搞7*24可以work 到innovator

随着年龄增长越来越意识到这一点 钱并不是人生的货币 巴菲特管理4000亿美元，可他并不能年轻十岁 人生的货币只有一个，就是时间 把每一天都当做最后一天来过 见贤而思齐焉，见不贤而内自省也

珍惜第一次分歧，分歧就是最适合买入的机会

Nothing feels better than making money.

RT @Sinda1118: 还有就是这么好的行情,全球各国股市难得有个ai芯片概念来炒,你不炒错过这些,非要死磕币圈硬待在里面倒也罢了.但美股自从美伊冲突缓解后光纳指就涨了不少,你买纳指也总行吧？你不买纳指,死磕币圈买点主流大盘币跟涨纳指大环境也行吧？你也不干,整天张嘴闭嘴那…

你可以不买，可以踏空，可以觉得这是泡沫 但是千万不要做空 如果能回到18世纪60年代，你也不会做空蒸汽机产业链的

If you stop trying to be smart and just buy what normies are buying, you might achieve impeccable results in your trading this year

happy first of may

How life feels between 20-30: 20-22 young and dump 23 old 24 young 25-26 old 27 it's so over 28-29 middle age crisis 30 young