Joined December 2025
206 Photos and videos
Pinned Tweet
Is AI Psychosis the beginning of a new era of the Bicameral Mind? Will Neuralink birth us a new era of the Gods speaking to us directly again? Will it produce a new Iliad?
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Dave retweeted
56,000 tokens/sec at just 80 MHz. 🤯 I burned a full Transformer with KV cache into a custom chip. Designed gate by gate as a 100% digital integrated circuit. Prototyped on a FPGA. (No GPU. No CPU) Just pure digital silicon running @karpathy microGPT, spelling out names on a tiny LCD. This is GateGPT 👇
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This guy values
SpaceX will IPO tomorrow Here's the bull case: Target valuation is $1.75 trillion But that's just on Earth There are 8 planets in our solar system That's $14 trillion in potential value But when you factor in the other 100 billion planets in our galaxy? $1.4 septillion. Woah.
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Absolutamente increíble. Lo que hoy ha hecho Barcelona se recordará mucho tiempo. La Sagrada Familia, Gaudí y los que durante 140 años han creído en ello, lo merecían.

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This will be a good pilot test for datacenters in space. Different environment but some similar constraints
🇨🇳🇺🇸 La Chine a réussi à déployer le premier data center sous-marin commercial au large de Shanghai avec 2 000 serveurs pour 24 MW. ❄️ Ce module immergé à 10 mètres de profondeur utilise un refroidissement passif par eau de mer, atteignant un excellent PUE de 1,15. ⚡ Il est alimenté directement par un parc éolien offshore, avec un objectif national de 500 MW sur ce concept. 🇺🇸 Microsoft avait prouvé la fiabilité de Project Natick en Écosse mais a abandonné le projet en 2024. 🖥️ La Chine commercialise déjà cette infrastructure pour l’IA avec China Telecom, là où l’Occident a jeté l’éponge. ⚠️ Le principal problème reste la maintenance extrêmement difficile : tout serveur défaillant nécessite de remonter l’ensemble du module, avec des risques de corrosion saline et d’impact thermique sur la vie marine locale. clubic.com/actualite-616183-…
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Dave retweeted
Anthropic read the Three Body Problem and decided the best idea in the whole trilogy was the sophon lock
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Everybody is scared of Chinese models because it won’t let you criticize the CCP while Anthropic won’t let me use their models for live saving medical research ? Who’s the real villain again?
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Dave retweeted
Possibly the most painful chart to look at in energy policy:
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Dave retweeted
the year is 2028. claude infers whether you’ve ever even thought about gradient descent and silently routes your queries to Claude Sisyphus, a model RL’d to maximize engagement while avoiding task completion. you spend your entire UBI token allotment on it without ever realizing.
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Dave retweeted
ETH Zurich just open-sourced their entire 2026 robot learning course. Not a MOOC. The actual course. Slides, lecture recordings, coding assignments, GitHub repo. The curriculum goes from imitation learning and RL all the way to Vision-Language-Action models and foundation models for robotics. Guest lectures from the co-founder of Physical Intelligence. The creator of Diffusion Policy. Pieter Abbeel. Dieter Fox. 12 weeks. Free. No signup. If you want to understand where robot intelligence is actually heading… this is the reading list the field is using right now. 📍[cvg.ethz.ch/lectures/Robot-L…] —— Weekly robotics and AI insights. Subscribe free: 22astronauts.com
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A "technical update on capability" presented as a real product for AI datacenters in space, 2 days before IPO. Good timing!
SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite. Overall Specs: • 150 kW peak compute payload • 120 kW average compute payload • 70 kW per ton • Compute provider interchangeable Dimensions: • Wingspan: 70 meters • Deployed height: 20 meters Thermal System: • 110 m² deployable liquid radiator • Redundant pumping loops • Integrated micrometeoroid shielding • Deployable liquid radiators Solar Power System: • 150 kW solar array • 250 W/m² • SpaceX-manufactured solar technology from Bastrop, Texas Architecture: • Centralized compute module • Large deployable solar arrays • Deployable liquid-radiator thermal management system • AI-focused compute satellite design ("AI1 satellite") Elon: "The AI satellite is much simpler than a Starlink satellite. The AI satellite is essentially a lot of solar cells, you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. The easier one to design for is the AI satellite. It's bigger. A lot of this is technology we've already made with the Starlink V3 satellites."
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Anthropic devrels/paid influencers working overtime to spin out dozens of impressive threejs demos of Fable. Meanwhile they're collecting data from enterprise, silently nerfing output on a bunch of unknown areas, and charging more for the model than a human eng costs
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Dave retweeted
We need more people building if we want more upside in Europe. @DominiqueCAPaul and I want to demystify what it actually takes to build something. By showing how we and every Demo Night participant go from the first line of code that follows an idea all the way to a finished project or a real business, it becomes clear what works and what doesn’t. If you want to be part of this and meet people who, like you, are just going for it, sign up here. luma.com/kw4c85ea A random side project, the latest paper, or the newest core feature you shipped, whatever it is, everyone here wants to see it and help you succeed (you might also win one of our prizes). We’re thrilled to have PXR as our host and sponsor for the food afterwards. And if you’re weighing the legal side of turning your demo into a company, I know Daniel and the team are happy to help.
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Anthropic silently nerfing output if you work on training or ML ops is one hell of a slippery slope. What next, legaltech code gets nerfed because Anthropic competes there too? Anthropic is telling us how they operate -- believe them. www-cdn.anthropic.com/d00db5…

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Meanwhile Fable costs as much as a senior SWE in most parts of the world. What the hell.
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The EU needs to throw the book at Anthropic for silently degrading model performance while charging full price for its totally opaque definition of "working on frontier models". (See model card: www-cdn.anthropic.com/d00db5…)

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"Anthropic Fable costs 20k/mo at Enterprise rates. That’s around the average cost of a loaded SWE in the USA."
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Agentic b2b SaaS is the new ... ugh
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Dave retweeted
This map shows annual truck traffic on European main roads, colored by route distance. The map gives a sense of on which corridors the long distance traffic travels and how far the infrastructure interdependencies within the network road reach. Very helpful information when planning charging infrastructure. Source: data.mendeley.com/datasets/c… HT Jakob Rogstadius
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Dave retweeted
many people read this as “vibe coded apps are bad so no adoption”, or... "it's all about taste - vibe coded apps don't have it" NO - it's not that simple as an insider let me share the deeper dynamics here: 1. even releasing a high quality app has never meant automatically getting adoption. people don’t scroll app store all day to see what are the latest 67000 apps just released adoption of consumer apps depends on distribution - either you have a massive number of followers who’ll try your stuff, or you run ads with a lot of money. vibe coding doesn’t help people solve distribution so it’s completely unsurprising that app releases don’t correlate with adoption 2. with AI, people are going to need less and less apps. why would i switch between 5 different shopping apps if i can do everything in chatgpt? more and more things are getting done by agents, and people will just use one super app to talk to their agent. many new apps become pointless and will be rebuilt as a tool for agents instead so.. if i get this right, app adoption will not just stay flat - it will decrease over time, and increasingly concentrate on a small number of super apps and i think that’s a good thing. i want to turn on my phone and see a clean home screen with just a few things i need to think about, not 500 apps each sending me notifications trying to make me a DAU
Massive output uptick due to agentic AI. Complete flat adoption.
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Circuit breakers in South Korea All those silly people on margin blowing up
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