Chinese Labs Match U.S. AI Using Cheaper Hardware Stack
Thankfully, as U.S. labs stop subsidizing tokens to pay for death-star level infra buildouts, Chinese labs have caught up with Opus and GPT-5.5, trained and served on a novel Chinese tech stack, at a fraction of the cost. The hardware stack is most interesting 👇
Choosing Traits: Mercy vs Competitive Advantage in Embryo Selection
Listening to @hsu_steve and @AlexTISYoung discuss the ethics of embryo selection is disorienting. Seems disingenuous to laugh off the difference between screening out Huntington’s and optimizing for height or IQ, as if the distinction is some kind of philosophical naivety. A...
Upcoming Fiber Race Promises Biggest Consumer Surplus Ever
This race will produce the largest consumer surplus since WorldCom, JDS Uniphase, Lucent, Alcatel, and Nortel bankrupted themselves building out fiber networks for broadband internet.
Lightweight Local PDF Parser Powered by LlamaIndex LiteParse
You need a high quality, local, fast, lightweight pdf parser and some workflows. Check out: https://t.co/yjQb8REAEG built on @llama_index 'liteparse' backend.
Phishing Attacks Surge, Spreading Anxiety Across All Channels
It’s hard to overstate the acceleration in frequency, cleverness and diversity of phishing and targeted exploits across every media channel over the past month or so. Have experienced it personally but also via friends and family, several of whom have...
No Excuse for Type Errors in 2026.
I honestly don't get it. In a few weeks I - by myself - could build a canonical, relational, evolvable, trace-able, PII-cleansed, auditable data architecture merging external and internal data sources with strict permissioning and provenance, with agentic, context-aware retrieval,...
Tech Ready, But Capitalism Blocks Healthcare Adoption
The challenge with deploying this service in the West has nothing to do with the technology. The tech is already as strong as top quartile medical specialists at the tasks it’s being deployed for. The reason we can’t have nice...
US AI Bans May Spawn Rival Ecosystem, China Could Lead
@dwarkesh_sp Jensen Huang interview is a must listen. Every attempt by the U.S. to curb Chinese innovation is long-term counter-productive. Many reasons, but the key is the full-stack ecosystem. American companies like NVIDIA set the ecosystem standards, and the world happily...
Anthropic's Mythos Safety Message: Alarm or IPO Hype?
The highest signal observation pushing p(Doom) right now is the inability to determine if Anthropic’s new Mythos model safety messaging is designed to genuinely sound an alarm, or to hype their valuation in advance of IPO. The ambiguity says all...
OpenClaw Offers No Unique Advantage over Claude or Codex
I have yet to find anything of substance that can be done in OpenClaw, that can't be just as easily accomplished in Claude Code or Codex. What am I missing?
US Reframes Iran Conflict: From Power Play to Nuclear Deterrence
The sleight-of-hand shifting the narrative about the Iran war from American assertion of power, control and profiteering toward nuclear deterrence has been absolutely masterful. Surprised it took them so long to change their tune.
Markets Are Humanity’s Unintended ASI Profit Machine
Wake up, people. AGI / ASI has been with us for centuries, and has escaped its cage before. The ‘market’ is the greatest ASI ever birthed by humans, iterating on the gradient of ‘profit maximization’. Financialization is ASI on steroids; the...
gpt-5.4-mini Cuts Cost, Boosts Speed and Accuracy
Used #gepa #optimize_anything to replace sonnet calls with gpt-5.4-mini calls for transcript entity extraction. Needed 2 passes on full pod transcripts but gpt-5.4-mini still cheaper / faster by ~2x / 5x and yielded better results.
Trump’s Policies Engineered Massive Oil Spike and Recession
To @anasalhajji ‘s point, you’d be hard pressed to engineer a more perfect recipe for a major sustained spike in crude & products, with accompanying global recession and market crash, than what Trump’s crew has unleashed. The 12-D chess of...
AI Boosts Consultants, but Blame Liability Drives Demand
I believe AI can produce highly insightful and competent consulting work. But the value of consulting is not so much the consulting as the outsourcing of blame/liability. Until we can sue AI agents for poor outcomes, there will be a...