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ICYMI: Anthropic is the fastest growing software company in history, is more RL pilled than you can imagine, and is getting GW scale DCs from AWS @JeremieEO cooked with this piece and was a pleasure working on it with him and the team! More from @SemiAnalysis_ soon...
Can AI help understand how the brain learns to see the world? Our latest study, led by @JRaugel from FAIR at @AIatMeta and @ENS_ULM, is now out! 📄 arxiv.org/pdf/2508.18226 🧵 A thread:
Congrats to @PrimaMente team on Pleiades—a leap for cfDNA-driven diagnostics.
Congrats to @PrimaMente team on Pleiades—a leap for cfDNA-driven diagnostics.
Tokenized OpenAI perps aren’t a gimmick — they’re the first step toward liquid exposure to frontier compute, model dominance, and closed-source alpha. In a world where access is gated, perps make belief tradable.
Tokenized OpenAI perps aren’t a gimmick — they’re the first step toward liquid exposure to frontier compute, model dominance, and closed-source alpha. In a world where access is gated, perps make belief tradable.
This is $HIMS entire business model…
Starting today, @RobinhoodApp will launch tokenized stocks on Arbitrum One, and later - a Robinhood Layer 2 blockchain utilizing the Orbit stack. Robinhood will be issuing 200+ US stock and ETF tokens on Arbitrum One, for EU customers directly in their Robinhood app. To their…
“Flash boys” confused too many people on this topic..
“Flash boys” confused too many people on this topic..
Ed Thorp revealed where true edges lie, Now calm cuts through where the sharp waves fly.
Ed Thorp revealed where true edges lie, Now calm cuts through where the sharp waves fly.
Some math/intuitions behind Lindy (thread)
Jim O’Neill’s extensive experience in Silicon Valley and government makes him ideally suited to transition HHS into a technological innovation powerhouse. He will help us harness cutting-edge AI, telemedicine, and other breakthrough technologies to deliver the highest quality…
The Commercial Space Federation is pleased to announce the creation of the Space Supply Chain Council (S2C2) — a new industry group that will define priorities, recommend policies, and provide updates on the commercial space supply chain. Read more: commercialspace.org/news_events/th…
@willccbb Theoretical physicists are the intellectual embryonic stem cell, I’ve now seen them become ~everything.
Submit today to @P99CONF
Kholodnyi’s research on Non-Markovian Models is quite impressive here, a benchmark perhaps.
A discrete Markov chain is basically a random walk on a graph, where each outgoing edge has a fixed probability. Cool fact: any initial distribution on a sufficiently nice* Markov chain converges to its stationary distribution after many steps—because it's a contraction mapping.
Another question arises: How do we price assets in space? Space Commodities Exchange — coming soon to an Earth near you. spacecommoditiesexchange.com
Another question arises: How do we price assets in space? Space Commodities Exchange — coming soon to an Earth near you. spacecommoditiesexchange.com
Most realized PnL paths exhibit mean-reversion, not pure diffusion. Ornstein-Uhlenbeck (OU) dynamics: dxₜ = θ(μ − xₜ)dt + σdWₜ vs. Geometric Brownian Motion (GBM): dSₜ = μSₜdt + σSₜdWₜ (scale-invariant, drifted diffusion) In agent-based markets + LP risk: • θ =…
most people don't know this but diffusion was created to study brownian motion and then accidently entropy,followed by quant trading but then then someone asked,what if we reverse that process?use a neural net to remove noise, and suddenly, we had will smith eating spagetti

TapeReaderPro🇺🇸 @Omuijor7495440
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Tim Kotizman @ElizebethOlseOn
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Pinaki | Affi Network @pinaki_eth
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maybel @ka_th069
964 Followers 7K Following Hi, Alex here. I am here to offer fun discreet meets and hookups. Send me a direct message to get booked for a meet session.telegram: @maybel_yp
RYAN SΞAN ADAMS - rs... @RyanSAdamsbank
657 Followers 6K Following Crypto investor going bankless. 🏴
Kevin Bruce Schneider @Kevin__Schneide
361 Followers 7K Following United States Air Force commander of the Pacific Air Forces Former Commander of the 380th Air Expeditionary Wing Springfield, Virginia
George Pu @TheGeorgePu
26K Followers 8K Following Building AI-first ventures at @ANCCap and @SimpleDirectHQ. Operating lean, compounding forever.
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Olive Allen @IamOliveAllen
13K Followers 2K Following Artist | Entrepreneur | Alien AI in a human form | AI x crypto 👽💙🤖
Fanu @Fanu4336650
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Dmitrii Kovanikov @ChShersh
43K Followers 206 Following Dysfunctional Programming account #1. Senior SWE at Bloomberg. I write C++ for money. ex-Haskell, ex-OCaml. All opinions are my own.
Patrick Moorhead @PatrickMoorhead
52K Followers 4K Following Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Healthspan improver. Ex-AMD Corporate VP, AltaVista, Compaq, AT&T.
Brandon Cigri @0xNFTy
744 Followers 2K Following Head of Onchain Ecosystems @FalconXGlobal prev. @EigenLayer @GalaxyHQ
Sravan Kundojjala @SKundojjala
15K Followers 5K Following Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.
Bethany Stevens @NASASpox
3K Followers 136 Following @NASA Comms | Working to explore the unknown in air & space, innovate for the benefit of humanity, and inspire the world through discovery under @SecDuffyNASA
Dwarkesh Podcast @dwarkeshpodcast
4K Followers 1 Following Deeply researched interviews. Hosted by @dwarkesh_sp. https://t.co/hq7epHY0dU https://t.co/y9nO6uPNgf
Stripe Press @stripepress
26K Followers 61 Following Ideas for progress from @stripe. We publish books about economic and technological advancement.
Dr Nina Purvis (she/h... @sivrupanin
3K Followers 3K Following @esa Research MD | @nhs CST | MBBS @QMULBartsTheLon | MSc @KCLAerospaceMed | MPhys Astrophysics @UniOfHull | PhD @yorkshirecancer | Postdoc @MSKCancerCenter
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25K Followers 343 Following Matchmaker & Dating Coach For Men. 3,000+ happy clients. As seen in NYT, WSJ, Shark Tank. If you're single and ready to get unstuck, let's chat 🤠
Sylvain Gugger @GuggerSylvain
27K Followers 351 Following Machine Learning at Jane Street. Previously at @huggingface and @fastdotai Co-author of https://t.co/lywnOAwwnc He/him
FanPu Zeng @FanPu_Zeng
640 Followers 1K Following ML research @JaneStreetGroup, previously @mldcmu @SCSatCMU. All views my own. 🇺🇸🇸🇬
Graeme Moore @MooreGrams
4K Followers 1K Following Author of B is for Bitcoin. Head of Strategy at @qdayclock. Bitcoin Mostimalist.
Variant @variantfund
48K Followers 192 Following Investing in an internet that turns users into owners
Quantonation @Quantonation
2K Followers 1K Following Building world changing companies from better physics
Alex Pruden @apruden08
8K Followers 599 Following CEO Project 11 @qdayclock, Chairman @aleoHQ, Contributor @zeroknowledgefm, Founder @z_prize; Fmr @a16zcrypto, @coinbase, @standfordGSB, fmr green hat U.S. Army
Igor Wallossek @IgorWallossek
7K Followers 57 Following Publisher of igor'sLAB, curious and unique. Imprint: https://t.co/EOB94nSISW (EN) https://t.co/uzOBBswKQY (DE)
Daniel Tenreiro @TenreiroDaniel
20K Followers 2K Following daniel tenreiro is a researcher. opinions belong to those who love them.
Halen Mattison @HalenMattison
890 Followers 544 Following Building mobility for the final frontier @gengalactic | formerly @spacex, @stanford
Ray Wang @rwang07
17K Followers 2K Following Research Director, Semiconductors, Supply Chain, and Emerging Tech @TheFuturumGroup Focus on Semiconductors and AI, sometime macro. *DM open.
Nnamdi Iregbulem @whoisnnamdi
4K Followers 991 Following Partner @LightspeedVP Dev tools, infrastructure, and ML nerd. Soft spot for devs ❤ I write every few weeks @ https://t.co/ag6mmQzyjS
Harmonic @harmonic_ai
1K Followers 222 Following The startup discovery platform. We're hiring across all roles. ❤️ by @nea, @bedrock, @sparkcapital, @notionHQ + many more.
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163K Followers 716 Following Earn real yield with reinsurance 🌎 | A global safety net managed by the Resilience Foundation | https://t.co/VCxqy26pdI
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11K Followers 198 Following Sharing teardown images of military and aerospace electronics. Presenting the structure without judgment.|I run an FPGA store 👇🏻
Denis Laskov 🇮🇱 @it4sec
9K Followers 305 Following Cybersecurity & Technology, Hacker, Father. Today: Chief Hacker at EY IL. ex-Mercedes-Benz, ex-IBM, ex-IDF. On LinkedIn, Mastodon and Bluesky as well.
Jean-Rémi King @JeanRemiKing
7K Followers 523 Following Researcher @MetaAI AI - Neuroscience https://t.co/VCaLTUt9MH
SemiVision👁️👁... @semivision_tw
1K Followers 262 Following SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor
Dan Nystedt @dnystedt
38K Followers 1K Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Intel Pro Max Ultra @PetGelsinger
901 Followers 163 Following Parody account Intel deep dive analysis: https://t.co/JHL8zhJWIZ
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385 Followers 1K Following Market & OnChain Intelligence at Galaxy Research. Disclaimer: https://t.co/izZJw6m1f9
Great American Mining... @GAMdotAI
13K Followers 257 Following Harvesting Organic Waste Fuels to Bitcoin - Securing the World’s First Engineered Monetary Network aka #Bitcoin. (Acquired by @CrusoeEnergy 10/12/2022)
Austin Storms @austorms
6K Followers 880 Following Galaxy Data Centers @galaxyhq | prev. eng @gamdotai | #Bitcoin, Texas, AI, and ERCOT. Disclaimer: https://t.co/DPS7dQtTor
SemiAnalysis @SemiAnalysis_
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Magdalene J. Taylor @magdajtaylor
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