Fabricated Knowledge @_fabknowledge_

Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. fabricatedknowledge.com Joined September 2021

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vas @vasumanmoza

2 hours ago

Claude 4.5 Sonnet just refactored my entire codebase in one call. 25 tool invocations. 3,000+ new lines. 12 brand new files. It modularized everything. Broke up monoliths. Cleaned up spaghetti. None of it worked. But boy was it beautiful.

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Clark Tang @_clarktang

60 minutes ago

Extra outtake clip from latest @BG2Pod with Jensen @altcap Contrary to popular hypersensationalist rhetoric -- that we are in a massive AI glut -- we are likely in a stretch of structural compute shortage. Google announced in May that tokens had grown 50x y/y, and doubled again…

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Fidji Simo @fidjissimo

4 hours ago

Cool thing launching today: you can now buy products directly from ChatGPT (starting with Etsy and expanding soon to over a million Shopify merchants). It’s powered by the Agentic Commerce Protocol, an open standard we built with Stripe. Merchants and developers who want Instant…

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Fabricated Knowledge @_fabknowledge_

4 hours ago

Thank god we can stfu about Codex man

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SemiAnalysis @SemiAnalysis_

5 hours ago

PFAS-free is a big deal in semiconductors. Getting rid of “forever chemicals” seems like a clear win, right? Turns out it’s probably greenwashing: 🧵1/10

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Alex Albert @alexalbert__

4 hours ago

Introducing Claude Sonnet 4.5. The best coding model in the world combined with the best character of any model I've seen.

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Claude @claudeai

4 hours ago

Introducing Claude Sonnet 4.5—the best coding model in the world. It's the strongest model for building complex agents. It's the best model at using computers. And it shows substantial gains on tests of reasoning and math.

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BuccoCapital Bloke @buccocapital

a day ago

Yesterday Lutnick went on TV and said the mission is to get onshore chip production from 2% to 40% during this admin: “Taiwan makes 95% of chips that we put in our phones, we put in our cars - they make 95% of our chips, they are made 9,000 miles away. That doesn’t sound good.…

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Mads @MadsPosting

a day ago

Feeling strange, Mr. Bond? That's because I've laced your drink with Tylenol. You're autistic as fuck and can't read the room now yes

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tokenbender @tokenbender

a day ago

this is beyond mindblowing for me. somebody built a 5 million param language model inside minecraft, trained it, equipped it with basic conversational ability. probably the best thing i have seen entire month.

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François Chollet @fchollet

a day ago

Oh yeah and if you haven’t already replaced yourself with an agent, you’re falling behind. Your competitors are already 100x more productive than you

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Fabricated Knowledge @_fabknowledge_

a day ago

This chart weirdly makes no sense and doesn’t matter, time for the feed to relearn buyback math impacting book value

Ray Wang @rwang07

a day ago

This chart weirdly makes no sense and doesn’t matter, time for the feed to relearn buyback math impacting book value

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François Chollet @fchollet

a day ago

The idea that we will automate work by building artificial versions of ourselves to do exactly the things we were previously doing, rather than redesigning our old workflows to make the most out of existing automation technology, has a distinct “mechanical horse” flavor

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Fabricated Knowledge @_fabknowledge_

a day ago

I broadly agree with this comment after hiking the CDT, but also half the things you think are profound on the trail are driven by the fact that you’re running on 1000 calories a day less than you’re supposed to. (I miss trail so much)

Kevin Dahlstrom @Camp4

2 days ago

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François Fleuret @francoisfleuret

2 days ago

What a very strange angle to demonstrate limitations of LLMs. Exactly like a bird mimicking another bird's song, an LLM (or an MLP!) matches the visible signal, but devises its internal states ("motor actions") without direct supervision.