Are you prepared for the Singularity?
Joined April 2014
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Korean Media: SK Hynix ADR Listing Expected in Mid-July
- According to Korean media reports, SK Hynix’s ADR listing process is in its final stages, with only SEC approval remaining.
- Citing sources familiar with the matter, Korean media reported that the ADR listing is now expected to take place after mid-July rather than in early August.
- The final offering size is expected to represent approximately 2.5% of SK Hynix’s outstanding shares. Based on current valuations, the underlying equity value of the ADR issuance could reach as much as $27 billion. As the deal is likely to be structured entirely as a primary share issuance, it is expected to generate a substantial cash inflow for the company.
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Make our Sun sentient to understand the Universe and extend the light of consciousness to the stars
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accurately describe known science and existing technology, and people will think you are crazy
Jun 15
This is the NUDT mosquito drone, a spy UAV built by China's National University of Defense Technology for covert surveillance you can't see coming.
Under 0.3 grams. Wings that flap 500 times a second.
Sensors built for covert surveillance, all packed into a body you'd swat without thinking.
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Jun 14
Simple, the Trump admin cannot roll out new restrictions/export controls targeting China because the Chinese can/will retaliate
We are not in the H100 era, where the supply chain was largely concentrated in Taiwan/Korea/Japan
Becuz of shortages, Nvidia & hyperscalers have been forced to qualify Chinese suppliers, especially in the PCB supply chain and electrical components like transformers
China had a chokehold on optics (optical fibers and transceivers) from the beginning, and this is just getting amplified as optical content in DCs is increasing
Coherent CEO went to China with the Trump delegation, asking for InP for lasers
I want u guys to study the optical fiber preform supply chain, and who are the largest suppliers
Btw, Chinese exposure is also spreading to other parts of the AI supply chain
High end MLCCs use Dysprosium Oxide and China supplies most of it to Japanese producers
Tungsten ban from China is causing the prices of WF6 gases to shoot up
If PTFE is finalized for M9/M10 CCL, then Shengyi and Chinese PTFE suppliers will have a huge chokehold over Nvidia
Google is in talks with Envicool for the supply of cooling components
If diamond-copper composites are adopted as heat spreaders for GPUs, then China will establish a chokehold there as well, since most of the synthetic diamonds are produced there and China is at the cutting edge of this tech
I haven't even talked about the use cases of gallium, germanium, tellurium, antimony, bismuth, fluorine, terbium, yttrium, ferrite cores in the AI supply chain, and how China has a chokehold there
The Trump admin is constrained in a lot of ways and can't unilaterally export control stuff
Jun 13
I share concerns about China’s access to advanced AI models, but if the admin feels so strongly about this, I have a series of questions it should answer:
- Why did it loosen export controls to allow AI chip sales to China, which allow China to build its own Mythos?
- Why is it not enforcing existing export controls that would prevent China from smuggling AI chips from Southeast Asia and other countries?
- Why is it not enforcing existing export controls that would prohibit Chinese companies from training advanced AI models on remotely accessed AI chips? Or imposing tighter controls on remote access?
- Why has it still not closed a loophole it created that allows Chinese front companies outside China from making AI chips at TSMC or Samsung?
- Why has it not tightened controls on China’s access to semiconductor manufacturing equipment (which have not been updated in over 18 months - the longest the US has ever gone without updating them)?
- Why has it not imposed equivalent controls on all advanced AI models being served to China/Chinese companies?
- Why did it restrict access to all countries and foreign nationals accessing Mythos/Fable, not just China?
If the admin was serious about addressing the challenges posed by China in AI, it would be using export controls to address all of these questions and build a comprehensive strategy to prevent China from building or obtaining advanced models. But over the last 1.5 years, it has loosened or ignored controls on China, and only opened new loopholes in controls it inherited. If the admin truly has deep concerns about China’s access to advanced models, it has to act accordingly. It isn’t.
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Kimi 2.7 ranked 2nd after Fable 5 and before GPT-5 xhigh
We have re-run our ErdosBench smoke test on 14 problems with Kimi 2.7, Qwen 3.7 Max, Grok 4.3 and compared it with the top performers from previous runs.
Kimi 2.7 is amazingly good. More below.
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Claude Fable 5 result for FrontierMath T4 has just come in and it is vastly SoTA.
Where is Claude Fable
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Jun 12
bro immigrated from Mexico and took a $28/hr contract welding job in 2015.
didn't even know what SpaceX was.
they gave him $10,000 in stock and let him buy more through payroll deductions.
that stake is now worth $880,000.
and he's one of 4,400 employees who became millionaires on Friday. welders. technicians. cafeteria staff.
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Jun 12
"OpenAI will leapfrog Anthropic with their 15-20T model"
🤣🤣🤣🤣
OpenAI's pretraining team is a complete shitshow
All the good pretraining people are at Anthropic
Jun 12
A lot of people are going crazy right now that Anthropic has a massive lead with Claude Mythos and they are right if you only think about the presence
Right now Mythos is a few months ahead of GPT-5.5.
But in a few months OpenAI will leapfrog Anthropic with their 15-20T model
Until RSI all defeats are psychological
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Jun 12
I take Cialis, but not for sex.
It’s actually a longevity medicine.
Cialis (Tadalafil) is great for the same reason it gives you fantastic erections… it improves blood flow.
Studies show that Tadalafil…
34% reduced all-cause mortality
27% reduced major heart disease
34% reduced stroke
32% reduced dementia
It has also shown benefit in insulin sensitivity, metabolic health, and reduction of body fat.
Women have blood vessels too, so theoretically they'd get the same longevity upside. The research is thinner, but early signals are promising.
It’s sad that when men and women could benefit from it can miss out because it’s taboo.
My protocol is 5mg daily and I've been on it for about two years.
*Observational research shows associations, not causation. Outcomes may be influenced by underlying differences in study populations. This is not medical advice and is shared for informational purposes only.
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Jun 11
Everyone says the latest AI agents will be "job-ready" soon, especially after the release of Fable 5 this week. But is that really the case?
Over the past many months, my group and collaborators have been building Agents' Last Exam (ALE), a benchmark designed to test exactly that claim on real digital labor-market work.
My group and collaborators previously have created many of the benchmarks the field runs on, including MMLU, MATH, CyberGym, and ExploitGym. Today, I'm excited to share Agents' Last Exam (ALE): a rolling benchmark that measures whether AI agents can actually perform economically valuable work across a broad range of real-world domains.
With ALE, we evaluated Fable 5, GPT-5.5, Composer 2.5, and other frontier agent systems across more than 1,500 expert-sourced tasks spanning 55 occupations.
The result is both impressive and sobering.
Today's agents can solve a meaningful fraction of professional tasks. But when we look at the hardest tasks, the ones requiring sustained reasoning, deep domain expertise, and reliable execution over long horizons, they are still far from human-level performance.
On ALE's hardest tier, every frontier agent we tested, including Fable 5, achieved a 0% success rate.
The age of useful agents is here.
The age of truly job-ready agents is not.
We hope Agents' Last Exam (ALE) will serve as a new guidepost and north star for developing agents capable of reliably performing economically valuable work across a broad range of domains.
🧵
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Jun 12
$3000 soon
LFG!!!
2 Jun 2025
Compute & storage demand would go parabolic once proper long video generation comes online (15min-1hr)
Lots of good memory (SSD & HDD) stocks can be picked up rn
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Jun 12
A richness of great insight on the @BG2Pod from @GavinSBaker ...too many to choose from but here's a few good ones:
“Something very important on open source: there’s this belief that it’s bearish for AI. It’s actually — maybe bearish for the frontier models — but really bullish for compute and hardware. If the frontier models are capturing less of the margin, then you’re going to spend more on compute. The better open source does, the better it is for compute providers..."
“Two things can be true. The majority of economic value may continue to accrue to the frontier — and man, has it ever accrued to the frontier thus far. And the majority of tokens consumed in the world may be open source — and they are today. I think this current state is likely to persist.”
"There is a belief that these data centers are commodities. I do not share that belief. In the same way that Elon was able to re-engineer a rocket from first principles and make it reusable, he engineered an electric car from first principles — I think he looked at data center design from first principles and designed something fundamentally different."
"My understanding is that Cursor and Anthropic have more tokens of proprietary coding data than anyone else — and each have more tokens of proprietary coding data than exist on the public internet. Cursor used Kimi K2.5, used their own private data, did some RL, some supervised fine-tuning, and got a really good model. Then they spent three weeks in the Colossus 2 cluster and got a model that 12 days ago was Pareto dominant with Composer 2.5. It suggests the Cursor data is very valuable for coding, and that XAI/SpaceX has a shot at being a real player in coding.”
“Nobody has run Mythos for a year continuously, and we may never know how smart each generation of models actually is or was — because we don’t have time to appropriately evaluate their intelligence before the next model comes out. This is a profound statement...Imagine Albert Einstein had just thought about fundamental physics 24 hours a day. He doesn’t have to eat, doesn’t have to sleep, never gets old, never has diminution of intelligence — and he thought for one year. We might already have solved a lot of these intractable problems. My takeaway was: however bullish I was on compute before, I’m just a lot more bullish.”
On $NVDA: If all of his customers are going to compete with him, then why not compete with his customers? He has his own models that are really, really good — Nemotron 3.1 was really cool from a compute-efficiency perspective, and he’s always careful to release small models so as to not tread on Anthropic, OpenAI, Google’s toes. But that is a choice he is making. If the economics change, I think Nvidia can join the frontier and become one of the world’s largest cloud computing companies much faster than people think.”
“Clark’s analysis shows that XAI’s deal with Google for cloud computing generates more operating profit per gigawatt than Anthropic, than Meta, than Google, than OpenAI. Freda calculated a 55% IRR on Colossus 1. If you can borrow money at 6, 7, 8% and invest in something with a 55% IRR — I’m not the most sophisticated thinker, but that math maths.”
“I always imagine stocks as runners. In ‘22 that runner had gone downhill — it had a lot of energy. The market, particularly in the last two months, has run up a very steep hill. A lot of these stocks — forget climbing a mountain — they’ve gone straight up a cliff. They’re tired. They need to rest. Do they just rest at the top of the cliff, hang out in their harness, or do they need to go downhill for a bit? We’ll see. I do see a lot on X about finding the next bottleneck — I think that was the last game. That game is over.”
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are you paying attention chad?
the anti-aging and human enhancement arms race just went geopolitical
- Russia committed $26B. Putin made longevity a Kremlin priority. organ printing, genetics, cryotherapy.
- China published a 5-year national biotech plan. gene therapy, BCIs, AI drug discovery. genuine human firsts, not me-too drugs.
- UAE launched a national longevity program backed by sovereign wealth. zero taxes. fastest clinical trial approvals in the world.
- Singapore is funding longevity research at the state level and recruiting the world's best biotech founders.
and the private sector is not waiting
- Life Biosciences just injected the first reverse-aging drug into a human
- NewLimit raised $435M from Peter Thiel's Founders Fund. Brian Armstrong's bet on age reprogramming is moving from lab to clinic.
- Retro Biosciences raised $1.8B. Sam Altman's bet on adding 10 healthy years to human lifespan is scaling.
- Isomorphic Labs raised $2.1B. Demis Hassabis betting AI designs drugs better than humans.
- Neuralink has 21 implants in humans. Merge Labs launched with $252M. the BCI race is real.
- Altos Labs. $3B from Bezos. cellular rejuvenation. the largest single longevity round ever.
every major power and every serious founder on earth is pointing at the same problem
the race has begun
bio/acc
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Jun 11
Read these two facts together. Because there's something important to learn from it.
Anthropic just told investors it's on track for its first profitable quarter, with revenue more than doubling to ~$10.9B.
OpenAI is projected to burn well into the double-digit billions this year (2026) and, per the WSJ, is now weighing further price cuts to keep enterprises from defecting to Claude.
The lab bleeding the most cash is the one under pressure to get cheaper, because the profitable one is what enterprises increasingly want.
SemiAnalysis ran the tokenomics. A $200 ChatGPT plan can soak up to ~$14,000 in API-equivalent tokens a month. The same $200 Claude Max tier caps near $8,000.
OpenAI already eats the bigger subsidy by a wide margin, and the WSJ reports it's considering cutting token prices further to win users from Anthropic.
So the company losing the most money is the one being pushed to go cheaper, while the one approaching profitability sets the terms.
This is competition 101, heated competition in a nutshell.
Jun 11
Subscription plans are massively subsidized.
And by massively, I mean absurdly:
Claude Max 20x: $200/month, with usage reportedly worth around $8,000
ChatGPT Pro 20x: $200/month, with usage reportedly worth around $14,000
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I think China is gonna surpass USA hard in the long-term,
but if any American can stop them it's Dario Amodei!
He's playing the China game better than anyone!
The nazi guard rails were the key to American victory!
It's the single best strategy to counter distillation & leave Chinese opensource in the dust and race ahead to AGI.
BUT, NO...
Autistic American snowflakes are all pretending they're cutting edge biologists and AI researchers now.
They're crying about the only thing that keeps them in the race.
If you want America to win, you gotta give Dario ALL YOUR ENERGY!
Quit bitching about Nazithropic's censorship!
Sell your shitcoins & Tesla meme stocks and go all-in on the Anthropic IPO!
Pray that the AGI gods will heed your call first, and then go vote for some Bernie Sanders motherfucker who's gonna nationalise AI Jesus.
That's the cleanest path to victory!
If you don't do that, you might as well just go to your motherfucking appstore right now, download Duolingo and start learning Chinese.
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Jun 10
Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)
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Jun 10
it's insane to me that this isn't all over mainstream media right now.
for the first time in human history, a drug built to reverse aging was just put into a living person
a company called Life Biosciences dosed the first patient in their trial for something called ER-100
it comes from a Harvard geneticist named David Sinclair
his theory is that aging comes from your cells losing track of how to read their own DNA
think of it like a computer. the hardware is fine, but the software slowly gets corrupted over the years, so the machine runs slower and slower until it stops
the instructions for a young, healthy cell are all still in there. your cells just lost access to them over time
so this drug does one thing: it reboots the cell back to the version of itself that knew how to run properly
they pull it off with three proteins that reset a cell to a younger state
and they proved it works before ever touching a human
first they restored vision in old mice. then they restored vision in monkeys with optic nerve damage, with no tumors and no signs of harm
so now they're testing it on people going blind from glaucoma and a nerve condition called NAION
they started with the eye on purpose. it's the cleanest place to test the idea, because they can inject it into one eye without it reaching the rest of the body, the cells there don't heal on their own so any improvement clearly came from the drug, and they can measure vision right down to the letters on a chart
the reset happens at the level of the cell, so in theory the same approach could one day rejuvenate the liver, the kidneys, even the brain
it won't be automatic though. every organ needs its own way of getting the drug into the right cells, plus its own round of safety testing. so it doesn't suddenly work everywhere the moment it works in the eye
but the eye answers the one question nobody could answer before: whether you can safely turn back the age of living cells inside a person
if the answer is yes, reaching the rest of the body comes down to delivery, one organ at a time. that part is hard, but it's the kind of hard you can engineer your way through
to be clear, this is an early safety trial. 18 people, 5 year follow up.
so nobody is gonna cure aging by next year
but if it works, we'll look back at this week as the moment the clock started running backwards for the first time
Jun 9
Today, @lifebiosciences confirmed the first patient has been dosed with an epigenetic restoration drug candidate. An exciting milestone 🚀
Life Biosciences is the OG cellular rejuvenation using epigenetic restoration to reverse diseases of aging. It was cofounded by @davidasinclair, who serves as Chairman
The company’s proprietary Epigenetic Restoration platform utilizes three transcription factors, OCT4, SOX2, and KLF4 (OSK), to restore older and damaged cells to a younger and healthier state. This innovative approach targets a root cause of aging at the epigenetic level, and has the potential to address a wide range of serious age-related diseases
The Phase 1 trial will evaluate the safety and tolerability of ER-100, with additional endpoints assessing visual function. ER‑100 is the first clinical candidate from Life Bio’s Epigenetic Restoration platform, which uses controlled expression of three transcription factors, OCT4, SOX2 and KLF4 (OSK) to restore cellular function by resetting the epigenetic code to more youthful patterns of gene expression
“This is an important moment for Life Bio and for the field of aging biology,” said David Sinclair, Ph.D., Co‑founder of Life Biosciences and Professor of Genetics at Harvard Medical School. “Our research has suggested that aging is driven in large part by the loss of epigenetic information, not irreversible damage. This clinical study represents the first opportunity to test whether restoring that information can ameliorate human disease.”
Beyond ER-100, the company is strategically broadening its therapeutic pipeline to address additional age-related diseases, underscoring the platform’s versatility and transformative potential.
“This milestone reflects years of rigorous scientific development and translational research,” said Sharon Rosenzweig‑Lipson, Ph.D., Chief Scientific Officer of Life Biosciences. “Our preclinical studies have demonstrated that controlled OSK expression can reset epigenetic patterns associated with healthy cellular function, improve tissue performance, and restore visual function in animal models. Advancing ER‑100 into the clinic is an important step toward translating epigenetic restoration into a new class of medicines for age-related diseases.”
Optic neuropathies represent a large unmet medical need. Current treatments primarily address risk factors, such as intraocular pressure in glaucoma, but do not directly target the damage to retinal ganglion cells. As a consequence, the disease often leads to irreversible vision loss despite treatment
Vision loss not only directly impacts patients’ lives, but also increases the risk of loss of independence, damaging falls, and depression and dementia due to social isolation, underscoring the need for disease-modifying therapies.
Beyond ER‑100, Life Bio is developing applications of its proprietary Epigenetic Restoration platform for multiple indications in a variety of organs, reflecting the broad therapeutic potential of this platform.
About Optic Neuropathies Optic neuropathies are a group of disorders characterized by damage to retinal ganglion cells (RGCs), the primary neurons connecting the eye to the brain. Because RGCs do not naturally regenerate, damage results in permanent vision impairment. One such optic neuropathy, open-angle glaucoma (OAG) is a chronic neurodegenerative disease and a leading cause of blindness in older adults
While often associated with elevated intraocular pressure, disease progression frequently continues despite treatment, and some patients suffer from OAG despite normal intraocular pressure. Non-arteritic anterior ischemic optic neuropathy (NAION) is the most common acute optic neuropathy in adults over fifty. It involves sudden, painless vision loss due to insufficient blood flow, for which there are currently no approved treatments
About ER-100 ER‑100 is an investigational therapy in clinical development for the treatment of optic neuropathies including OAG and NAION. ER‑100 is designed to restore function in retinal ganglion cells using Life Biosciences’ Epigenetic Restoration platform, which utilizes controlled expression of three transcription factors, OCT4, SOX2 and KLF4 (OSK), to reset cellular gene expression patterns and restore cells to a more youthful and functional state. ER‑100 is currently being evaluated in a Phase 1 clinical trial. More information can be found at clinicaltrials.gov (NCT07290244): clinicaltrials.gov/study/NCT…
For more information, visit lifebiosciences.com or follow on social media
lifebiosciences.com/life-bio…
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Jun 9
I just launched a longevity Rx platform. Prescriptions I personally use are there.
v1 is live now.
Includes access to:
Tadalafil (Cialis)
Metformin
Oral Minoxidil
Tretinoin
Estradiol
Acarbose
We’re working with licensed doctors and pharmacies to make these medications accessible. Lots more in v2 coming next week.
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