A true classic.

NEW: Inside the 24-hrs before WH slapped export controls on Anthropic - Last Thursday, Amazon CEO Andy Jassy raised concerns about Fable jailbreak to Trump admin - Friday AM, Sean Cairncross, Bessent, Susie etc. held WH call to discuss - Then White House started reaching out to Anthropic to speak with Dario Amodei, who was at a wellness retreat. - When Amodei was finally available past 1pm, he had three tense phone calls with a combo of ppl including Cairncross, Bessent, Lutnick, Kessler, Will Scharf, Richard Walters, and Walker Barrett. -Amodei tried to clear up what he assumed was a misunderstanding. He defended the guardrails and distinguished between universal and non-universal jailbreak - Cairncross and Bessent were unmoved and asked Amodei to take down Fable and work with the admin to fix the vulnerabilities. (A WH official said Amazon’s findings were run past the NSA and they felt they had “proof.”) - Amodei asked for more time and info, but he made no commitments to pull the model - Bessent told Amodei directly at one point that he was making a “bad decision” - By Friday evening, the Trump admin imposed its export controls. - “Export controls were a last resort after begging them for hours to work with us,” senior WH official said. W/ @cheyennehaslett politico.com/news/2026/06/13…

If a new/exotic technology is competing with capital, capital almost always wins. New/exotic tech needs to be SIGNIFICANTLY better than the existing solution. In the context of components within communication systems, that typically means noise performance.

Coherent Lite Transceivers AMD CPU Opportunity open.substack.com/pub/irrati…

Anthropic

Thank you.

Lol that linewidth sensitivity. Coherent lite AMD CPU bonus post tomorrow. I got what I needed from the textbooks. FundaAI was claiming Tx and Rx would both be InP PIC. I only think Rx will be InP. Die estimate will be easy as the structures seem simple.

Ok so apparently everyone uses BH, the highest quality and most expensive process.

Does anyone know what InP process $LITE, $COHR, $AAOI, $NOK use? (BH vs RW vs BRW) I know $AVGO is BH process.

A true classic.

make him a great trader but nerf his spelling

Give them a competative advantage that actually kills them later on.

Isn’t it time to buy some $LITE on NPO being good not bad

In West London there's a flock of parakeets that fly though the area, around 200 of them, and every so often they come by my corner. Sounds like a handful escaped a few decades back and they've flourished /at the expense of ?). Noisy buggers too 😂

I know everyone hated this because stocks should go up in a straight line forever, but it’s actually a good thing the market has had some weakness and a chance to revisit the 50 day. Building up the wall of worry to take it down is an integral part of continued bull markets.

The knicks saved the stock market