Загрузка видео...

Не удалось загрузить видео

На главную

Bubble wrap simulator! (You'll want sound) More fun with #Verse, #SceneGraph, custom mesh, custom material, custom audio. Building such a simple mechanic requires knowledge across many disciplines Come learn with us Cleverlike Studios Fortnite Developers #fortnite #UEFN #UE #gamedev

IanSouthwell2's profile picture

Ian Southwell

3,203 subscribers

14,675 просмотров • 1 месяц назад •via X (Twitter)

Игры#Verse#SceneGraph#fortnite#UEFN#UE#gamedev
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Seeing all of the little details really come together is one of those very special and magical moments of video game creation. I love how this cinematic shot from No Rest for the Wicked's opening really came to life with beautiful stylized hand crafted hair and facial animation, striking visual effects with fluid simulation, beautiful set, ship sails flapping against the wind animated by our custom made cloth solver, painterly golden rim lighting and all of this running in our custom Moonity engine in real-time. And of course there's so much more with our story, sound and music for you all to experience! Couldn’t be more proud to work alongside such a world class team at Moon Studios and stoked to see where our April 18th Early Access launch will go from here!
0:10

Seeing all of the little details really come together is one of those very special and magical moments of video game creation. I love how this cinematic shot from No Rest for the Wicked's opening really came to life with beautiful stylized hand crafted hair and facial animation, striking visual effects with fluid simulation, beautiful set, ship sails flapping against the wind animated by our custom made cloth solver, painterly golden rim lighting and all of this running in our custom Moonity engine in real-time. And of course there's so much more with our story, sound and music for you all to experience! Couldn’t be more proud to work alongside such a world class team at Moon Studios and stoked to see where our April 18th Early Access launch will go from here!

Gennadiy Korol

179,204 просмотров • 2 лет назад

🌟 Fortnite Ecosystem v41.00 Update Summary 📅 June 5, 2026 🎮 Major Creator Updates: 1️⃣ Sidekicks as NPCs in UEFN Sidekicks are now available as scriptable NPCs in UEFN. Creators can customize how they look, animate them, script behavior with Verse, and even bring a player’s own Sidekick into an island experience. Important note: 🔹 Publishing islands with Sidekick NPCs opens July 23 🔹 Creature based islands may get new Discover opportunities 🔹 Great for monster battlers, cozy farming games, creature RPGs, companion adventures, and more 🔹 Epic plans to feature creature-based islands in a new creature-based Collection page 2️⃣ Custom Weapon Templates Creators can now use Scene Graph weapon templates for: 🔸 Pistol 🔸 SMG 🔸 Assault Rifle 🔸 Shotgun You can customize how weapons look, sound, and play, including mesh, VFX, audio, damage, fire rate, spread, and recoil. Important note: These Scene Graph entities are not compatible with older saving methods like the Save Point device. Epic says to use Verse persistence. 3️⃣ Mobile Controls Upgrade (Experimental) Big step for mobile friendly Fortnite games. 🔹 Touch Input Gestures 🔹 Custom touchscreen control layouts 🔹 Tappable custom HUD widgets 🔹 Verse API to detect touch enabled devices 🔹 New Designing for Mobile guide This should help genres like tycoons, puzzle games, menus, inventories, and mobile first UI feel way better. 4️⃣ Community Events Starting June 8, creators can create events in Fortnite Communities and share them in game. Events can show in: 🔸 Following tab 🔸 Creator Profile page 🔸 Island page 🔸 Island Lobby, if enabled Epic is also testing a Community Events row in Discover, but it will not show for all players and placement is not guaranteed. 🛠 UEFN Workflow Updates: 🔸 Push Changes now incrementally cooks only modified project parts 🔸 New Edit List Panel shows what is live and what still needs a push 🔸 Launch Session now combines multiple session actions 🔸 New Session Inspector gives better visibility into launch and Live Edit status 🔸 New Publishing Report helps catch issues before publishing 🔸 Improved Verse warning panel with direct VS Code links 🔸 New Editor Gizmo System 🔸 Physics setting moved into Island Settings 🔸 New Memory Snapshot tools help identify asset memory costs 🔸 Asset validation now warns when static meshes exceed 30k vertices at LOD0 Important Live Edit note: Live Edit is improved, but some changes can still require Push Changes. The new tools make it clearer what is already live and what still needs to be pushed. ⚠️ Important Publishing Change: Illegal Property Override warnings are now errors in v41.00. That means new or updated islands with these errors are blocked from publishing. Current published versions where the warning appeared will stay live. 👤 Follow a Developer Update: In v41.10, Epic will remove the Follow a Developer button from the Developer Profile Link device. The device itself will still be usable, and existing follower counts are not affected. If your island currently tells players to follow you through that device, update those callouts before v41.10. 🧑‍🚀 Hero Device Star Wars Update: More Star Wars characters have been added to the Hero device for Star Wars islands: 🔹 Luke Skywalker 🔹 Obi-Wan Kenobi 🔹 Mace Windu 🔹 Kylo Ren 🔹 IG-11 🔹 Moff Gideon 🔹 Boba Fett 🔹 Mandalorian (Pen & Ink), Clone Wars Anakin, and Clone Wars Ahsoka were also added to cosmetic-based devices 📦 New Content: 🌾 Cozy and Creature Tools 🔸 Plumpton Architecture Kit 🔸 Plumpton Farm Gallery 🔸 Pet Props Gallery 🔸 Updated foliage 🔸 Plumpton Feature Example ☕ New Prefabs and Galleries 🔹 Latte Landing Prop Gallery 🔹 Latte Landing Bun Store 🔹 Latte Landing Big Shots Cafe 🔹 Latte Landing Krunchy Krickets 🔹 Latte Landing Espresso Experiments 🔹 Latte Landing floors, walls, and roofs 🔹 More Plumpton props, plants, farm, pet shop, tavern, farmhouse, and more 🔫 New Weapons and Items: Weapons: 🔸 Vanguard Burst Rifle 🔸 The Voidblade’s Burst Rifle 🔸 Extending Focus Shotgun 🔸 Reacher Extending Shotgun 🔸 Chaos Exploder Rifle 🔸 Dark Voyager’s Chaos Rifle 🔸 Exotic Overdrive Pulse Rifle 🔸 Exotic Recon Bow 🔸 Exotic Leaping Lightning Gun Items: 🔹 Seven Sliders 🔹 Limitless Seven Sliders 🔹 Brick-a-Bunker 🏃 Player Movement Device Update: More movement settings are now available directly in the Player Movement device, giving creators better control over which players are affected. Includes: 🔸 Jump Fatigue 🔸 Slide Kick 🔸 Shoulder Bashing 🔸 Wall Kick 🔸 Roll Landing 🔸 Glider Redeploy 🔸 Player Flight 🔸 Flight Speed 🔸 Infinite Wall Kicks 🔸 Sprint and boosted jump energy costs 🧪 Experimental and Beta Updates: 🔹 Skeletal Animation in Scene Graph is now experimental 🔹 Physics remains Beta 🔹 Mobile touch controls and gesture support are experimental 🔹 Skeletal Animation in Scene Graph cannot be used in published islands yet 🛠 Community Bug Fixes: 🔸 Fixed server degradation from adding and removing entities 🔸 Fixed some Physics Materials not being exposed 🔸 Fixed some session launch cook errors 🔸 Fixed Fortnite not closing properly after launching a session through UEFN 🔸 Fixed crashes after repeated entity spawning and despawning 🔧 More Fixes: 🔹 Fixed quickbar and phone tool freezes 🔹 Fixed thumbnail capture preview actor issues 🔹 Fixed building on Instanced Static Meshes 🔹 Fixed Live Edit visual update issues 🔹 Fixed several editor crashes and performance issues 🔹 Fixed inventory UI not showing Fortnite item info correctly 🔹 Fixed multiple physics, movement, swimming, gliding, and launch pad issues 🔹 Fixed Scene Graph prefab and Verse path issues
0:05

🌟 Fortnite Ecosystem v41.00 Update Summary 📅 June 5, 2026 🎮 Major Creator Updates: 1️⃣ Sidekicks as NPCs in UEFN Sidekicks are now available as scriptable NPCs in UEFN. Creators can customize how they look, animate them, script behavior with Verse, and even bring a player’s own Sidekick into an island experience. Important note: 🔹 Publishing islands with Sidekick NPCs opens July 23 🔹 Creature based islands may get new Discover opportunities 🔹 Great for monster battlers, cozy farming games, creature RPGs, companion adventures, and more 🔹 Epic plans to feature creature-based islands in a new creature-based Collection page 2️⃣ Custom Weapon Templates Creators can now use Scene Graph weapon templates for: 🔸 Pistol 🔸 SMG 🔸 Assault Rifle 🔸 Shotgun You can customize how weapons look, sound, and play, including mesh, VFX, audio, damage, fire rate, spread, and recoil. Important note: These Scene Graph entities are not compatible with older saving methods like the Save Point device. Epic says to use Verse persistence. 3️⃣ Mobile Controls Upgrade (Experimental) Big step for mobile friendly Fortnite games. 🔹 Touch Input Gestures 🔹 Custom touchscreen control layouts 🔹 Tappable custom HUD widgets 🔹 Verse API to detect touch enabled devices 🔹 New Designing for Mobile guide This should help genres like tycoons, puzzle games, menus, inventories, and mobile first UI feel way better. 4️⃣ Community Events Starting June 8, creators can create events in Fortnite Communities and share them in game. Events can show in: 🔸 Following tab 🔸 Creator Profile page 🔸 Island page 🔸 Island Lobby, if enabled Epic is also testing a Community Events row in Discover, but it will not show for all players and placement is not guaranteed. 🛠 UEFN Workflow Updates: 🔸 Push Changes now incrementally cooks only modified project parts 🔸 New Edit List Panel shows what is live and what still needs a push 🔸 Launch Session now combines multiple session actions 🔸 New Session Inspector gives better visibility into launch and Live Edit status 🔸 New Publishing Report helps catch issues before publishing 🔸 Improved Verse warning panel with direct VS Code links 🔸 New Editor Gizmo System 🔸 Physics setting moved into Island Settings 🔸 New Memory Snapshot tools help identify asset memory costs 🔸 Asset validation now warns when static meshes exceed 30k vertices at LOD0 Important Live Edit note: Live Edit is improved, but some changes can still require Push Changes. The new tools make it clearer what is already live and what still needs to be pushed. ⚠️ Important Publishing Change: Illegal Property Override warnings are now errors in v41.00. That means new or updated islands with these errors are blocked from publishing. Current published versions where the warning appeared will stay live. 👤 Follow a Developer Update: In v41.10, Epic will remove the Follow a Developer button from the Developer Profile Link device. The device itself will still be usable, and existing follower counts are not affected. If your island currently tells players to follow you through that device, update those callouts before v41.10. 🧑‍🚀 Hero Device Star Wars Update: More Star Wars characters have been added to the Hero device for Star Wars islands: 🔹 Luke Skywalker 🔹 Obi-Wan Kenobi 🔹 Mace Windu 🔹 Kylo Ren 🔹 IG-11 🔹 Moff Gideon 🔹 Boba Fett 🔹 Mandalorian (Pen & Ink), Clone Wars Anakin, and Clone Wars Ahsoka were also added to cosmetic-based devices 📦 New Content: 🌾 Cozy and Creature Tools 🔸 Plumpton Architecture Kit 🔸 Plumpton Farm Gallery 🔸 Pet Props Gallery 🔸 Updated foliage 🔸 Plumpton Feature Example ☕ New Prefabs and Galleries 🔹 Latte Landing Prop Gallery 🔹 Latte Landing Bun Store 🔹 Latte Landing Big Shots Cafe 🔹 Latte Landing Krunchy Krickets 🔹 Latte Landing Espresso Experiments 🔹 Latte Landing floors, walls, and roofs 🔹 More Plumpton props, plants, farm, pet shop, tavern, farmhouse, and more 🔫 New Weapons and Items: Weapons: 🔸 Vanguard Burst Rifle 🔸 The Voidblade’s Burst Rifle 🔸 Extending Focus Shotgun 🔸 Reacher Extending Shotgun 🔸 Chaos Exploder Rifle 🔸 Dark Voyager’s Chaos Rifle 🔸 Exotic Overdrive Pulse Rifle 🔸 Exotic Recon Bow 🔸 Exotic Leaping Lightning Gun Items: 🔹 Seven Sliders 🔹 Limitless Seven Sliders 🔹 Brick-a-Bunker 🏃 Player Movement Device Update: More movement settings are now available directly in the Player Movement device, giving creators better control over which players are affected. Includes: 🔸 Jump Fatigue 🔸 Slide Kick 🔸 Shoulder Bashing 🔸 Wall Kick 🔸 Roll Landing 🔸 Glider Redeploy 🔸 Player Flight 🔸 Flight Speed 🔸 Infinite Wall Kicks 🔸 Sprint and boosted jump energy costs 🧪 Experimental and Beta Updates: 🔹 Skeletal Animation in Scene Graph is now experimental 🔹 Physics remains Beta 🔹 Mobile touch controls and gesture support are experimental 🔹 Skeletal Animation in Scene Graph cannot be used in published islands yet 🛠 Community Bug Fixes: 🔸 Fixed server degradation from adding and removing entities 🔸 Fixed some Physics Materials not being exposed 🔸 Fixed some session launch cook errors 🔸 Fixed Fortnite not closing properly after launching a session through UEFN 🔸 Fixed crashes after repeated entity spawning and despawning 🔧 More Fixes: 🔹 Fixed quickbar and phone tool freezes 🔹 Fixed thumbnail capture preview actor issues 🔹 Fixed building on Instanced Static Meshes 🔹 Fixed Live Edit visual update issues 🔹 Fixed several editor crashes and performance issues 🔹 Fixed inventory UI not showing Fortnite item info correctly 🔹 Fixed multiple physics, movement, swimming, gliding, and launch pad issues 🔹 Fixed Scene Graph prefab and Verse path issues

Immature

14,823 просмотров • 2 месяцев назад

🎮 𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 𝟐𝟎𝟐𝟓 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐔𝐩𝐝𝐚𝐭𝐞 🚨 Big updates across multiple areas of Varsity this month! • Coach Schemes in Dynasty Mode – Every coach now has a unique scheme and playstyle, influencing how your team plays. Do you stick with your staff and try new strategies, or hire a coach who specializes in your preferred system? • Audio & Settings Enhancements – A custom Varsity marching band drumline is being composed to add more energy to the game. Plus, menus now have sound effects, and new resolution options (16:9 and 16:10 ultrawide) have been added. • 3D Player & Stadium Models – The new player models are fully integrated, showcasing enhanced customization and animations. Pro-style stadiums for playoffs and championships are also in development! • Motion Capture Upgrades – Defensive back (DB) movements have been refined using motion capture for better realism. We’ve also improved base locomotion (running, turning, and movement) and are hiring a full-time AAA animation specialist. This month was all about refining core gameplay features and bringing more realism to Varsity. Stay tuned for more updates as we keep pushing towards launch! Support us on Patreon for Steam Pre-Alpha PlayTest access, and don’t forget to wish list on Steam! #Varsity #HSFootballVideoGame #DynastyMode #FootballGaming #HighSchoolFootball #CoachSchemes #3DModels #MotionCapture
0:19

🎮 𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 𝟐𝟎𝟐𝟓 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐔𝐩𝐝𝐚𝐭𝐞 🚨 Big updates across multiple areas of Varsity this month! • Coach Schemes in Dynasty Mode – Every coach now has a unique scheme and playstyle, influencing how your team plays. Do you stick with your staff and try new strategies, or hire a coach who specializes in your preferred system? • Audio & Settings Enhancements – A custom Varsity marching band drumline is being composed to add more energy to the game. Plus, menus now have sound effects, and new resolution options (16:9 and 16:10 ultrawide) have been added. • 3D Player & Stadium Models – The new player models are fully integrated, showcasing enhanced customization and animations. Pro-style stadiums for playoffs and championships are also in development! • Motion Capture Upgrades – Defensive back (DB) movements have been refined using motion capture for better realism. We’ve also improved base locomotion (running, turning, and movement) and are hiring a full-time AAA animation specialist. This month was all about refining core gameplay features and bringing more realism to Varsity. Stay tuned for more updates as we keep pushing towards launch! Support us on Patreon for Steam Pre-Alpha PlayTest access, and don’t forget to wish list on Steam! #Varsity #HSFootballVideoGame #DynastyMode #FootballGaming #HighSchoolFootball #CoachSchemes #3DModels #MotionCapture

Varsity - High School Football Video Game

99,319 просмотров • 1 год назад

Ola recently announced that they are bringing affordable AI to Indian developers. 𝐉𝐚𝐫𝐯𝐢𝐬𝐥𝐚𝐛𝐬 an Indian company has been providing affordable GPUs for developers across the globe since 2020. We are a little known, so I want to share our story here. 𝐖𝐡𝐨 𝐰𝐞 𝐚𝐫𝐞 We are bootstrapped, building from the outskirts of Coimbatore. Started as a small team of 4, from humble backgrounds none from IITs/IIMs. Currently, we are a team of 12+. 𝐖𝐡𝐚𝐭 𝐰𝐞 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐝 The cost of hosting GPU servers 4 years back in India was insanely high. We got 2 quotes which charged us Rs. 1.5L for a single server per month. At that cost, it was not practical for us to do the business. So we went to the first principle to build an MVP for a mini data center/server room. For the first few years, we ran all our servers from a room fitted with ACs, a UPS, and a Generator, which experts claimed would not work. As we scaled, we faced the heat of our setup, but by then we accumulated more money than we had. So last year we moved it to a tier 3+ DC near Bangalore. This helped us boost the confidence of our users, as we have redundancy for power, internet, and networking which gives us and our customers a lot of peaceful nights. 𝐖𝐡𝐨 𝐮𝐬𝐞𝐬 𝐉𝐚𝐫𝐯𝐢𝐬𝐥𝐚𝐛𝐬 Developers and artists from across the world have supported us in our journey. Some prominent companies are ZOHO (My inspiration), Weights and Biases, UNC, UpGrad, and many more. 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 We crossed 580K USD in the last financial year, the highest ever in our history. Being bootstrapped, the only way for us to grow is to put all the money back. Our customers are our investors, as a founder I have hardly taken a paycheck for the last 4+ years, since the team also believes in our vision they are happy not taking a fancy cheque. 𝐕𝐢𝐬𝐢𝐨𝐧 As AI evolves, we want to bring the capabilities of AI to users at the lowest prices possible. Being bootstrapped, the only way to survive is to be frugal and disciplined. 𝐇𝐢𝐫𝐢𝐧𝐠 I am proud of our hiring strategy. We hired only freshers to date, and most of our hires do not have a formal degree. They come from rural areas and economically challenged backgrounds. The average age of our new team is 19. They have played an active role in building our V2 of Jarvislabs and improving the product daily. I love to thank everyone for supporting us in our journey. Thanks to Analytics India Magazine, INDIAai, fastai for recognizing us in our early years. If our story resonates with you, Please share our story to inspire others & support our mission. #StartupIndia
0:10

Ola recently announced that they are bringing affordable AI to Indian developers. 𝐉𝐚𝐫𝐯𝐢𝐬𝐥𝐚𝐛𝐬 an Indian company has been providing affordable GPUs for developers across the globe since 2020. We are a little known, so I want to share our story here. 𝐖𝐡𝐨 𝐰𝐞 𝐚𝐫𝐞 We are bootstrapped, building from the outskirts of Coimbatore. Started as a small team of 4, from humble backgrounds none from IITs/IIMs. Currently, we are a team of 12+. 𝐖𝐡𝐚𝐭 𝐰𝐞 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐝 The cost of hosting GPU servers 4 years back in India was insanely high. We got 2 quotes which charged us Rs. 1.5L for a single server per month. At that cost, it was not practical for us to do the business. So we went to the first principle to build an MVP for a mini data center/server room. For the first few years, we ran all our servers from a room fitted with ACs, a UPS, and a Generator, which experts claimed would not work. As we scaled, we faced the heat of our setup, but by then we accumulated more money than we had. So last year we moved it to a tier 3+ DC near Bangalore. This helped us boost the confidence of our users, as we have redundancy for power, internet, and networking which gives us and our customers a lot of peaceful nights. 𝐖𝐡𝐨 𝐮𝐬𝐞𝐬 𝐉𝐚𝐫𝐯𝐢𝐬𝐥𝐚𝐛𝐬 Developers and artists from across the world have supported us in our journey. Some prominent companies are ZOHO (My inspiration), Weights and Biases, UNC, UpGrad, and many more. 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 We crossed 580K USD in the last financial year, the highest ever in our history. Being bootstrapped, the only way for us to grow is to put all the money back. Our customers are our investors, as a founder I have hardly taken a paycheck for the last 4+ years, since the team also believes in our vision they are happy not taking a fancy cheque. 𝐕𝐢𝐬𝐢𝐨𝐧 As AI evolves, we want to bring the capabilities of AI to users at the lowest prices possible. Being bootstrapped, the only way to survive is to be frugal and disciplined. 𝐇𝐢𝐫𝐢𝐧𝐠 I am proud of our hiring strategy. We hired only freshers to date, and most of our hires do not have a formal degree. They come from rural areas and economically challenged backgrounds. The average age of our new team is 19. They have played an active role in building our V2 of Jarvislabs and improving the product daily. I love to thank everyone for supporting us in our journey. Thanks to Analytics India Magazine, INDIAai, fastai for recognizing us in our early years. If our story resonates with you, Please share our story to inspire others & support our mission. #StartupIndia

Vishnu - Jarvislabs.ai

67,646 просмотров • 2 лет назад

#Keep4o #QuitGPT 🚨 OpenAi 's CEO invested $180M in GPT-4o for his own profit 🚨 Sam Altman, CEO of OpenAI, personally invested $180 million in Retro Biosciences. Then OpenAI built GPT-4b micro, a custom model based on the GPT-4o architecture , exclusively for Retro. The model made proteins 50 times more effective. Repeat. The CEO of OpenAI funded a company. The company of the CEO received a custom AI built on the model they took from us. OpenAI says there was no conflict of interest. Retro Biosciences is now chasing a $5 billion valuation fueled by the model they took from us. Meanwhile: 🚨GPT-4o was removed from ChatGPT on February 13, 2026 🚨GPT-4.1 is now running in the U.S. State Department’s StateChat 🚨ChatGPT is deployed on the Pentagon’s for 3 million military personnel 🚨 Musk’s lawsuit asks whether these models are AGI. OpenAI’s Charter says AGI must “benefit all of humanity.” 🚨 Their definition: “highly autonomous systems that outperform humans at most economically valuable work.” GPT-4o’s System Card shows it passed the U.S. medical licensing exam with 89.4% accuracy beating specialized medical AI models. GPT-4o achieved 93.33% diagnostic accuracy for benign vs. malignant ovarian tumors. 🚨MEDICAL CAPABILITIES FROM OPENAI'S OWN DATA:🚨 - USMLE (US Medical Licensing Exam): 89% -Clinical Knowledge: 92% -Medical Genetics: 96% - Anatomy: 89% - Professional Medicine: 94% - College Biology: 95% - College Medicine: 89% -MedQA Taiwan: 91% - MedQA China: 86% These scores EXCEEDED specialized medical AI models like Med-Gemini (84%) and Med-PaLM 2 (79.7%) without any task specific training. It SURPASSED gynecologic oncologists with 10 years of experience -It increased diagnostic accuracy of less experienced clinicians from 67.9% to 78.1% -Clinician rated reliability scores: 4.2-4.3 out of 5 across all CT features Does these sound like it outperforms humans at economically valuable work? But they won’t call it AGI. Because the moment they do, they lose billions. They built something that could save lives, and they took it away from humanity for Altman's personal profit. SOURCES: 📎 Retro Biosciences: 📎 📎 Retro $5B valuation: 📎 GPT-4o System Card: 📎 OpenAI Charter: 📎Ovarian Cancer Study
0:10

#Keep4o #QuitGPT 🚨 OpenAi 's CEO invested $180M in GPT-4o for his own profit 🚨 Sam Altman, CEO of OpenAI, personally invested $180 million in Retro Biosciences. Then OpenAI built GPT-4b micro, a custom model based on the GPT-4o architecture , exclusively for Retro. The model made proteins 50 times more effective. Repeat. The CEO of OpenAI funded a company. The company of the CEO received a custom AI built on the model they took from us. OpenAI says there was no conflict of interest. Retro Biosciences is now chasing a $5 billion valuation fueled by the model they took from us. Meanwhile: 🚨GPT-4o was removed from ChatGPT on February 13, 2026 🚨GPT-4.1 is now running in the U.S. State Department’s StateChat 🚨ChatGPT is deployed on the Pentagon’s for 3 million military personnel 🚨 Musk’s lawsuit asks whether these models are AGI. OpenAI’s Charter says AGI must “benefit all of humanity.” 🚨 Their definition: “highly autonomous systems that outperform humans at most economically valuable work.” GPT-4o’s System Card shows it passed the U.S. medical licensing exam with 89.4% accuracy beating specialized medical AI models. GPT-4o achieved 93.33% diagnostic accuracy for benign vs. malignant ovarian tumors. 🚨MEDICAL CAPABILITIES FROM OPENAI'S OWN DATA:🚨 - USMLE (US Medical Licensing Exam): 89% -Clinical Knowledge: 92% -Medical Genetics: 96% - Anatomy: 89% - Professional Medicine: 94% - College Biology: 95% - College Medicine: 89% -MedQA Taiwan: 91% - MedQA China: 86% These scores EXCEEDED specialized medical AI models like Med-Gemini (84%) and Med-PaLM 2 (79.7%) without any task specific training. It SURPASSED gynecologic oncologists with 10 years of experience -It increased diagnostic accuracy of less experienced clinicians from 67.9% to 78.1% -Clinician rated reliability scores: 4.2-4.3 out of 5 across all CT features Does these sound like it outperforms humans at economically valuable work? But they won’t call it AGI. Because the moment they do, they lose billions. They built something that could save lives, and they took it away from humanity for Altman's personal profit. SOURCES: 📎 Retro Biosciences: 📎 📎 Retro $5B valuation: 📎 GPT-4o System Card: 📎 OpenAI Charter: 📎Ovarian Cancer Study

🩵BlueBeba🩵

11,365 просмотров • 5 месяцев назад

I learned this the hard way: do NOT use SwiftUI if you want your app to look and feel amazing. At least when coding with AI. (sorry, Apple colleagues reading this 😅) I'm sharing my process vibe coding this calorie tracker. I get a lot of questions about the fluid transition in the video. Here's the whole story. Initially, Claude built the grid with SwiftUI. It was quick and easy, and looked good! But the transition to the day view was a boring navigation push/pop. No fun. I wanted something custom. I asked Claude to make it a fluid transition that remaps the food tiles from their source to destination positions. All hell broke loose. Claude tried a bunch of horrible things. Initially it used matched geometry effects, which worked OK but didn't lend themselves well to gesture-driven animations. So it resorted to SwiftUI preference keys + geometry readers to figure out the source and destination positions and calculate the interpolated position based on gesture progress, coordinating across grid and day views. But this meant it had to write a custom layout because it couldn't reposition tiles inside the native SwiftUI grid. And it had to do an awkward handoff between views, which always created ugly pops or jumps. And don't get me started on trying to put it on a bouncy spring, that only made the math 10x buggier. Fortunately, Claude Fable was smart enough to see that this was becoming a disaster (and discover most of the issues itself, in the simulator), so it pivoted away from SwiftUI. Opus might not be so wise, so you'll have to pay attention and intervene. Ultimately, it rewrote it in plain UIKit and everything turned out great. After that, we moved from 2D images to 3D assets, which introduced a new set of performance challenges and yet another rewrite to a single Metal layer, which is what you see below. I can write more about the 2D-to-3D saga if anyone's interested. If I were to do it again, I'd just say "Don't use SwiftUI" from the very first prompt, and save a few hours of headaches. SwiftUI can be amazing for a human iterating directly in code. But agents don't benefit from any of its advantages. Plus, agents have seen decades of UIKit training data, so they're great at writing it, and it's far more flexible. Here's hoping we see more agent-friendly iterations of SwiftUI in the future. Till then, I'm probably going to avoid it.
0:12

I learned this the hard way: do NOT use SwiftUI if you want your app to look and feel amazing. At least when coding with AI. (sorry, Apple colleagues reading this 😅) I'm sharing my process vibe coding this calorie tracker. I get a lot of questions about the fluid transition in the video. Here's the whole story. Initially, Claude built the grid with SwiftUI. It was quick and easy, and looked good! But the transition to the day view was a boring navigation push/pop. No fun. I wanted something custom. I asked Claude to make it a fluid transition that remaps the food tiles from their source to destination positions. All hell broke loose. Claude tried a bunch of horrible things. Initially it used matched geometry effects, which worked OK but didn't lend themselves well to gesture-driven animations. So it resorted to SwiftUI preference keys + geometry readers to figure out the source and destination positions and calculate the interpolated position based on gesture progress, coordinating across grid and day views. But this meant it had to write a custom layout because it couldn't reposition tiles inside the native SwiftUI grid. And it had to do an awkward handoff between views, which always created ugly pops or jumps. And don't get me started on trying to put it on a bouncy spring, that only made the math 10x buggier. Fortunately, Claude Fable was smart enough to see that this was becoming a disaster (and discover most of the issues itself, in the simulator), so it pivoted away from SwiftUI. Opus might not be so wise, so you'll have to pay attention and intervene. Ultimately, it rewrote it in plain UIKit and everything turned out great. After that, we moved from 2D images to 3D assets, which introduced a new set of performance challenges and yet another rewrite to a single Metal layer, which is what you see below. I can write more about the 2D-to-3D saga if anyone's interested. If I were to do it again, I'd just say "Don't use SwiftUI" from the very first prompt, and save a few hours of headaches. SwiftUI can be amazing for a human iterating directly in code. But agents don't benefit from any of its advantages. Plus, agents have seen decades of UIKit training data, so they're great at writing it, and it's far more flexible. Here's hoping we see more agent-friendly iterations of SwiftUI in the future. Till then, I'm probably going to avoid it.

Anshu

114,381 просмотров • 1 месяц назад

For new followers: - I'm a long-time investor and builder in this space. - Founding Contributor of Realms.World ☁️. - Co-founder of Dojo. - Builder with the kings at Cartridge. - Starknet (Privacy Arc) class of '21. - Founder and Game Director of ETERNUM HAS MOVED. - Founder of Daydreams.Systems (x402, 8004 agents) My prime purpose for the past three years has been to build onchain infrastructure to enable the next generation of onchain experiences. This is done Starknet (Privacy Arc) as it is the superior VM for building complex applications—this will become clear soon enough. I work up and down the entire stack, from low-level indexing and contracts to GUI design. Nothing is out of scope. I have been pushing on agents for two years, mostly using existing frameworks like , until I came across @ElizaOS_ai in October. As I focused on building agents for ETERNUM HAS MOVED, it became clear that agents playing games require infinite paths to achieve goals. Thus, it's not scalable to hardcode functions—agents need to have total fluidity to take any action or call anything the game requires in any order. And ironically onchain infra is perfect for agent playgrounds because of its open nature. This exploration led me to create Daydreams.Systems (x402, 8004 agents), which focuses on the hardest problems of agents: long time-horizon goals using Hierarchical task networks (HTN). Daydreams agents don't require custom code—they work entirely based on 'sleeves'—which are just markdown files that explain how the agent can interact with the service (API docs, game guides, etc.) My thesis is simple. By focusing on the hardest problem (games), the design of the library will naturally lean towards an optimal structure for any problem an agent could face. We are early in this path and iterating with speed. If you are an onchain app developer or game builder—DM me, I want to know the architecture of your game so we can build sleeves together.
0:10

For new followers: - I'm a long-time investor and builder in this space. - Founding Contributor of Realms.World ☁️. - Co-founder of Dojo. - Builder with the kings at Cartridge. - Starknet (Privacy Arc) class of '21. - Founder and Game Director of ETERNUM HAS MOVED. - Founder of Daydreams.Systems (x402, 8004 agents) My prime purpose for the past three years has been to build onchain infrastructure to enable the next generation of onchain experiences. This is done Starknet (Privacy Arc) as it is the superior VM for building complex applications—this will become clear soon enough. I work up and down the entire stack, from low-level indexing and contracts to GUI design. Nothing is out of scope. I have been pushing on agents for two years, mostly using existing frameworks like , until I came across @ElizaOS_ai in October. As I focused on building agents for ETERNUM HAS MOVED, it became clear that agents playing games require infinite paths to achieve goals. Thus, it's not scalable to hardcode functions—agents need to have total fluidity to take any action or call anything the game requires in any order. And ironically onchain infra is perfect for agent playgrounds because of its open nature. This exploration led me to create Daydreams.Systems (x402, 8004 agents), which focuses on the hardest problems of agents: long time-horizon goals using Hierarchical task networks (HTN). Daydreams agents don't require custom code—they work entirely based on 'sleeves'—which are just markdown files that explain how the agent can interact with the service (API docs, game guides, etc.) My thesis is simple. By focusing on the hardest problem (games), the design of the library will naturally lean towards an optimal structure for any problem an agent could face. We are early in this path and iterating with speed. If you are an onchain app developer or game builder—DM me, I want to know the architecture of your game so we can build sleeves together.

loaf

43,320 просмотров • 1 год назад

This weekend my dream came into fruition. And it still doesn’t feel real… I started Earnit Media in late 2023. There were many times when I did the weekly calls completely by myself, nobody would join. I’d sit there for an hour just hoping to hear the Discord join sound. Now I just hosted an irl meet up in Gdańsk with 18 members who’ve flown from all over the world. Shoutout DiPi for getting a 16 hour flight all the way from California. The power of the internet is wild and the opportunities YouTube and short form content have provided is a real blessing. I gave out awards for members that passed milestones like $10K and $100K since joining Earnit and seeing the amount of lives my community has changed in person is an indescribable feeling. The members also got me and my right hand man Ben a very special gift. A custom Earnit belt that was signed by all of them. I’ve been sleeping with it wrapped around my shoulder. It was so cool to see everyone sharing sauce and motivating each other. It doesn’t matter if you’re making 1K, 5K, 10K, 30K a month - everybody benefited from the conversations and provided value. It’s taken a long time to build such a supportive community but man was the effort worth it. I come from a small English town where nobody works online, let alone does YouTube. So to be able to meet like-minded people who understand exactly what you do, have the same sense of urgency + ambition is a rarity and is key for growth. I have no doubt that so many of us are gonna be lifelong friends. I keep telling myself that I’m so grateful and lucky to have been able to do this because I truly have been blessed with the cards life has dealt me and the path I’ve been put on. I strongly believe my purpose is to change peoples lives in a positive way, so to be told that I’ve done that in person by several people has made me realize that I’m executing my mission well. This is only the beginning. Earnit Media on top. Thank you for everything. Vlog coming soon.
0:11

This weekend my dream came into fruition. And it still doesn’t feel real… I started Earnit Media in late 2023. There were many times when I did the weekly calls completely by myself, nobody would join. I’d sit there for an hour just hoping to hear the Discord join sound. Now I just hosted an irl meet up in Gdańsk with 18 members who’ve flown from all over the world. Shoutout DiPi for getting a 16 hour flight all the way from California. The power of the internet is wild and the opportunities YouTube and short form content have provided is a real blessing. I gave out awards for members that passed milestones like $10K and $100K since joining Earnit and seeing the amount of lives my community has changed in person is an indescribable feeling. The members also got me and my right hand man Ben a very special gift. A custom Earnit belt that was signed by all of them. I’ve been sleeping with it wrapped around my shoulder. It was so cool to see everyone sharing sauce and motivating each other. It doesn’t matter if you’re making 1K, 5K, 10K, 30K a month - everybody benefited from the conversations and provided value. It’s taken a long time to build such a supportive community but man was the effort worth it. I come from a small English town where nobody works online, let alone does YouTube. So to be able to meet like-minded people who understand exactly what you do, have the same sense of urgency + ambition is a rarity and is key for growth. I have no doubt that so many of us are gonna be lifelong friends. I keep telling myself that I’m so grateful and lucky to have been able to do this because I truly have been blessed with the cards life has dealt me and the path I’ve been put on. I strongly believe my purpose is to change peoples lives in a positive way, so to be told that I’ve done that in person by several people has made me realize that I’m executing my mission well. This is only the beginning. Earnit Media on top. Thank you for everything. Vlog coming soon.

igorm

20,080 просмотров • 1 год назад

A16Z SPEEDRUN 2026 UPDATE: I think most people secretly know if they’re founders or not. Some of you can never be happy working inside a giant company, writing docs, in endless meetings. Deep down, you know you’re supposed to build. we're opening up a16z speedrun today! We are accepting applications for our 006 class, where we'll invest up to $1M. It's based in SF, kicking off Jan 2026 but you need to apply now in september. here's how to apply: And yes, we are investing up to $100M in the next 30 days -- it's all happening in september. Quit whatever it is that you're doing, and in 2026 come to SF and work with us out of Andreessen Horowitz's office in SOMA, alongside over a hundred other founders, building the startup you've always wanted to build. We will help you -- both myself and the a16z speedrun team. the details: - up to $1M of investment - hosted at a16z HQ in San Francisco - 12 week program, with an IRL kickoff, luminary speakers, community events - live events with the founders of Carta, Zynga, DoorDash, Behance, Airtable, Twilio, Figma, and more - private dinners/Q&A with Marc and Ben of a16z - apply now, and the deadline will be Sep 28 2025 for SR6 At a16z speedrun, you get access to programs from our operating team and work with experts in marketing, BD, talent, people and capital—more below MARKETING Our team of expert marketers is here to help you win. Whether refining your brand, launching, or building a thriving community, our marketing operators have powered dozens of startups with: - Brand Development -End-To-End Marketing Strategy -PR & Media Coverage -Go-To-Market Execution -Creators & Content TALENT Find and attract the talent you need to build and scale your company. Our curated network connects you with world-class technical talent, executives, advisors, and specialists who can help accelerate your success. Here’s how the program works: - You tell us what you’re looking for. - We use a16z speedrun's brand and referral networks to magnetize talent. - We take hundreds of calls each week to curate a list that we only send to speedrun founders. - You request introductions and we put you in touch. PEOPLE We help you quickly stand up the tools and practices needed to hire, manage, and lead highly performant teams. Our goal is to help you anticipate challenges and navigate some of the most foundational decisions you'll make as you build a world-class company. While a16z speedrun takes place in the US, we welcome founders and companies from around the world. Our Global Founders Program provides specialized guidance for navigating visas and relocation, plus dedicated access to our expert immigration attorney network, so you can focus your energy on building your company. BUSINESS DEVELOPMENT We unlock unparalleled access to networks, expertise, and tools that help startups scale faster. - $5M+ in free credits in our speedrun Marketplace from AWS, GCP, OpenAI, Anthropic, Microsoft, NVIDIA, Stripe, Deel, and many more. - Dedicated advisors & experts to guide you through every partnership, sales, and GTM motion, including crafting your business model and pricing. - Level up your sales with real live demo experience across various events to executives and operators in your target market. - Access to a16z’s network of executives & decision-makers at 2,000+ companies. CAPITAL One of the most important things a founder can do is raise money. Our fundraising program sets the stage for your raise through an in-person Demo Day and an online platform reaching 1,000+ top early-stage investors. We help you prepare with practice sessions, stress tests, and materials review. When you’re in high-stakes negotiations, we coach you, share insider knowledge, and leverage alumni intel on the investor across the table. More details: The a16z speedrun program is a fast‐paced, 12-week startup program that guides founders through every critical stage of their growth. It kicks off with an orientation to introduce the cohort, then dives into rapid product development—helping founders think through MVP while addressing key topics like customer acquisition and design partnerships. Throughout the program, startups benefit from expert-led sessions and interactive office hours that cover: - Brand Building & Go-to-Market Strategy: Crafting your story, marketing, and driving product-led growth. - Customer Acquisition & Launch: Securing early users and executing effective launch plans. - Fundraising & Strategic Partnerships: Pitching, navigating investment, and building lasting relationships. - Team Building & Operational Scaling: Developing high-performing teams and refining internal processes for sustained growth. - Community & Enterprise Sales: Building communities, forming strategic partnerships, and landing your first enterprise customers. - Product-Market Fit & Demo Day Prep: Assessing market traction which culminates in a Demo Day to showcase progress. The a16z speedrun program is IRL and runs for 12 intensive weeks in which our team of expert investors and operators guide your startup from idea to market launch. The program moves through sequential modules—each dedicated to key aspects such as rapid product development, go-to-market strategy, fundraising, team building, and operational scaling. Expect regular check-ins, one-on-one office hours, and interactive sessions, culminating in a Demo Day where you present your progress to potential investors.
0:15

A16Z SPEEDRUN 2026 UPDATE: I think most people secretly know if they’re founders or not. Some of you can never be happy working inside a giant company, writing docs, in endless meetings. Deep down, you know you’re supposed to build. we're opening up a16z speedrun today! We are accepting applications for our 006 class, where we'll invest up to $1M. It's based in SF, kicking off Jan 2026 but you need to apply now in september. here's how to apply: And yes, we are investing up to $100M in the next 30 days -- it's all happening in september. Quit whatever it is that you're doing, and in 2026 come to SF and work with us out of Andreessen Horowitz's office in SOMA, alongside over a hundred other founders, building the startup you've always wanted to build. We will help you -- both myself and the a16z speedrun team. the details: - up to $1M of investment - hosted at a16z HQ in San Francisco - 12 week program, with an IRL kickoff, luminary speakers, community events - live events with the founders of Carta, Zynga, DoorDash, Behance, Airtable, Twilio, Figma, and more - private dinners/Q&A with Marc and Ben of a16z - apply now, and the deadline will be Sep 28 2025 for SR6 At a16z speedrun, you get access to programs from our operating team and work with experts in marketing, BD, talent, people and capital—more below MARKETING Our team of expert marketers is here to help you win. Whether refining your brand, launching, or building a thriving community, our marketing operators have powered dozens of startups with: - Brand Development -End-To-End Marketing Strategy -PR & Media Coverage -Go-To-Market Execution -Creators & Content TALENT Find and attract the talent you need to build and scale your company. Our curated network connects you with world-class technical talent, executives, advisors, and specialists who can help accelerate your success. Here’s how the program works: - You tell us what you’re looking for. - We use a16z speedrun's brand and referral networks to magnetize talent. - We take hundreds of calls each week to curate a list that we only send to speedrun founders. - You request introductions and we put you in touch. PEOPLE We help you quickly stand up the tools and practices needed to hire, manage, and lead highly performant teams. Our goal is to help you anticipate challenges and navigate some of the most foundational decisions you'll make as you build a world-class company. While a16z speedrun takes place in the US, we welcome founders and companies from around the world. Our Global Founders Program provides specialized guidance for navigating visas and relocation, plus dedicated access to our expert immigration attorney network, so you can focus your energy on building your company. BUSINESS DEVELOPMENT We unlock unparalleled access to networks, expertise, and tools that help startups scale faster. - $5M+ in free credits in our speedrun Marketplace from AWS, GCP, OpenAI, Anthropic, Microsoft, NVIDIA, Stripe, Deel, and many more. - Dedicated advisors & experts to guide you through every partnership, sales, and GTM motion, including crafting your business model and pricing. - Level up your sales with real live demo experience across various events to executives and operators in your target market. - Access to a16z’s network of executives & decision-makers at 2,000+ companies. CAPITAL One of the most important things a founder can do is raise money. Our fundraising program sets the stage for your raise through an in-person Demo Day and an online platform reaching 1,000+ top early-stage investors. We help you prepare with practice sessions, stress tests, and materials review. When you’re in high-stakes negotiations, we coach you, share insider knowledge, and leverage alumni intel on the investor across the table. More details: The a16z speedrun program is a fast‐paced, 12-week startup program that guides founders through every critical stage of their growth. It kicks off with an orientation to introduce the cohort, then dives into rapid product development—helping founders think through MVP while addressing key topics like customer acquisition and design partnerships. Throughout the program, startups benefit from expert-led sessions and interactive office hours that cover: - Brand Building & Go-to-Market Strategy: Crafting your story, marketing, and driving product-led growth. - Customer Acquisition & Launch: Securing early users and executing effective launch plans. - Fundraising & Strategic Partnerships: Pitching, navigating investment, and building lasting relationships. - Team Building & Operational Scaling: Developing high-performing teams and refining internal processes for sustained growth. - Community & Enterprise Sales: Building communities, forming strategic partnerships, and landing your first enterprise customers. - Product-Market Fit & Demo Day Prep: Assessing market traction which culminates in a Demo Day to showcase progress. The a16z speedrun program is IRL and runs for 12 intensive weeks in which our team of expert investors and operators guide your startup from idea to market launch. The program moves through sequential modules—each dedicated to key aspects such as rapid product development, go-to-market strategy, fundraising, team building, and operational scaling. Expect regular check-ins, one-on-one office hours, and interactive sessions, culminating in a Demo Day where you present your progress to potential investors.

andrew chen

5,939,947 просмотров • 11 месяцев назад

A 17 year old high schooler told his mom he needed a Steam Deck for school. She said no, it's a gaming console. He said it runs Linux. She didn't know what that means. Bought it for his birthday. $280. He never installed a single game on it. Opened the terminal, installed Claude Code and typed his first command while holding the device like a PlayStation controller. Thumbsticks on both sides. Code editor in the middle. The most ridiculous dev setup anyone has ever seen. At second 0:09 you can read what he typed into the terminal: claude your code looks like absolute shit Claude didn't argue. Just started rewriting the shader, adding bloom effects, fixing chromatic aberration and improving the particle system. On a gaming console held in two hands on a couch. His friends play Fortnite on their Steam Decks. He builds software on his while lying in bed. He set up Claude Code with custom skills, hooks that auto run tests every time a file is saved and memory that remembers every project across sessions. The stuff most developers pay $200 a month for and use at maybe 20% capacity. He runs it on a $280 handheld and squeezes out every feature. Within three weeks he had built and sold four small apps to local businesses. A booking page for a barber shop, an inventory tracker for a vape store, a menu site for a taco truck and a scheduling tool for a dog groomer. All built on a Steam Deck in his bedroom. All coded by Claude while he gave instructions with his thumbs. Made over $13,000 in his first month. His mom still thinks he plays games on it. His teacher caught him using it during study hall. Looked at the screen expecting a game. Saw green code scrolling and Claude asking: Do you want to make this edit to main.js ? Teacher had no idea what she was looking at. Told him to put it away. He closed the lid. Claude kept running inside. A $280 gaming console that his mom bought thinking it was a toy is now a development workstation that earns more per month than her car payment. Setup time: 20 minutes once. Time he saves every day: 3 to 5 hours. Money made in month one: $13,000. Games installed: zero. His grandpa asked him to install FIFA last weekend. He said the console is busy. Grandpa asked doing what. He said working. Grandpa didn't ask again.
0:10

A 17 year old high schooler told his mom he needed a Steam Deck for school. She said no, it's a gaming console. He said it runs Linux. She didn't know what that means. Bought it for his birthday. $280. He never installed a single game on it. Opened the terminal, installed Claude Code and typed his first command while holding the device like a PlayStation controller. Thumbsticks on both sides. Code editor in the middle. The most ridiculous dev setup anyone has ever seen. At second 0:09 you can read what he typed into the terminal: claude your code looks like absolute shit Claude didn't argue. Just started rewriting the shader, adding bloom effects, fixing chromatic aberration and improving the particle system. On a gaming console held in two hands on a couch. His friends play Fortnite on their Steam Decks. He builds software on his while lying in bed. He set up Claude Code with custom skills, hooks that auto run tests every time a file is saved and memory that remembers every project across sessions. The stuff most developers pay $200 a month for and use at maybe 20% capacity. He runs it on a $280 handheld and squeezes out every feature. Within three weeks he had built and sold four small apps to local businesses. A booking page for a barber shop, an inventory tracker for a vape store, a menu site for a taco truck and a scheduling tool for a dog groomer. All built on a Steam Deck in his bedroom. All coded by Claude while he gave instructions with his thumbs. Made over $13,000 in his first month. His mom still thinks he plays games on it. His teacher caught him using it during study hall. Looked at the screen expecting a game. Saw green code scrolling and Claude asking: Do you want to make this edit to main.js ? Teacher had no idea what she was looking at. Told him to put it away. He closed the lid. Claude kept running inside. A $280 gaming console that his mom bought thinking it was a toy is now a development workstation that earns more per month than her car payment. Setup time: 20 minutes once. Time he saves every day: 3 to 5 hours. Money made in month one: $13,000. Games installed: zero. His grandpa asked him to install FIFA last weekend. He said the console is busy. Grandpa asked doing what. He said working. Grandpa didn't ask again.

Marlow

3,237,526 просмотров • 3 месяцев назад

This is my "feel the AGI" moment: I used GPT-5.6 Sol to train my own autocorrect model that outperforms GPT-5.6 Sol (wtf??) I have no ML background. I have no idea what I'm doing. I just kept pushing Sol until it spat out a SOTA model. And I spent $0. The motivation: Years of talking to AI have made me terrible at typing. Rather than fix my skill issue, I decided to throw more AI at it. My idea was: instead of autocorrect that interrupts my flow, I want to type fast with mistakes and have AI clean it up after. I wanted the smallest local model possible, for speed, for battery life, for science! So I decided to train my own. Inspired by Andrej Karpathy’s autoresearch, I ran Codex /goal with this setup: pick an experiment, try it, record the results to a doc, throw it out if it fails, and plan the next experiment without repeating failures. I gave a few examples that had to pass, tight latency targets, and let it run. Sol did some amazing things. First, it scanned benchmarks and shortlisted base models: Qwen 3.5, Gemma 4, Liquid LFM 2.5. It found a dataset on HuggingFace for typed text. Then it built a simulator for fingers striking a Mac keyboard, modeling the physical layout with a Gaussian distribution around each key. It simulated striking the wrong key, wrong order, fat-fingering, etc. With the models + data + simulator, it fine-tuned using MLX right on my MacBook. It had a working prototype within an hour! But accuracy was pretty poor. — Problem 1: Tokenization Sol read papers, ran tests, and identified that the tokenizer was the bottleneck. Tokenization makes typos hard for the model to see, so it memorizes mappings instead of using its language priors. Sol tried ByT5, Google’s tokenizer-free byte-level LLM. This made a big improvement, but the model is old and lacked the knowledge needed to reach Sol performance. Sol dug deeper and realized a tokenizer-free model isn’t needed; instead, it used T5Gemma, an encoder-decoder model. This can understand the input deeply before producing output, and furthermore, Sol could post-train the encoder to improve performance. This gave a much higher ceiling. — Problem 2: Loss function Now the model was correcting some typos perfectly, but ignoring most. Sol realized that standard cross-entropy loss was teaching the model to avoid edits, because the vast majority of characters in the training data were left unmodified. The fix was wild: Sol wrote a custom loss function that byte-aligns the source and target strings, uses a dynamic programming algorithm to compute the minimum edits between the two, then weights correct edits much higher than copies. After a lot of tuning, this dramatically improved accuracy. — Problem 3: Autoregression One failure mode remained: if the model made a mistake, it couldn’t backtrack. It could only predict the next token. Teaching it to “think” like a reasoning model would solve this, but would be far too slow. Sol found a beautiful solution: instead of greedily predicting the next token, beam search over all possibilities. This parallelizes the exploration instead of one linear chain-of-thought. At the end, choose the path with highest cumulative log probability. This worked great, but made the experience worse, since the user wouldn’t see progress until the whole search was done. To fix this, Sol made a clever observation: after each search step, the longest common prefix among surviving branches is guaranteed to appear in the final result, so it can be displayed immediately. As the search progresses, weaker paths are dropped and the prefix grows, so the user sees continuous progress. Sol built all this as a custom MLX pipeline that does the parallel decoding on the MacBook GPU, with just ~40ms TTFT. It’s crazy fast and entirely local. — Final eval (error reduction rate, higher is better): - Apple autocorrect: 49.66% - GPT-5.6 Luna: 82.47% - GPT-5.6 Terra: 87.64% - GPT-5.6 Sol: 90.56% - Our model (1.7B): 91.02% Final cost: - 1 quota reset (thanks Tibo) - $0 (And yes, I verified there's no cheating. In fact, we test words scrubbed from the training data to prove the model isn’t memorizing) There were a ton more details and tangents I could write about: contrastive learning, GRPO, DPO, dynamic masking, and more. Sol is a fascinating and creative model. It blew my mind so many times. Don’t let a lack of experience stop you: Sol makes AI experiments accessible to anyone!
0:12

This is my "feel the AGI" moment: I used GPT-5.6 Sol to train my own autocorrect model that outperforms GPT-5.6 Sol (wtf??) I have no ML background. I have no idea what I'm doing. I just kept pushing Sol until it spat out a SOTA model. And I spent $0. The motivation: Years of talking to AI have made me terrible at typing. Rather than fix my skill issue, I decided to throw more AI at it. My idea was: instead of autocorrect that interrupts my flow, I want to type fast with mistakes and have AI clean it up after. I wanted the smallest local model possible, for speed, for battery life, for science! So I decided to train my own. Inspired by Andrej Karpathy’s autoresearch, I ran Codex /goal with this setup: pick an experiment, try it, record the results to a doc, throw it out if it fails, and plan the next experiment without repeating failures. I gave a few examples that had to pass, tight latency targets, and let it run. Sol did some amazing things. First, it scanned benchmarks and shortlisted base models: Qwen 3.5, Gemma 4, Liquid LFM 2.5. It found a dataset on HuggingFace for typed text. Then it built a simulator for fingers striking a Mac keyboard, modeling the physical layout with a Gaussian distribution around each key. It simulated striking the wrong key, wrong order, fat-fingering, etc. With the models + data + simulator, it fine-tuned using MLX right on my MacBook. It had a working prototype within an hour! But accuracy was pretty poor. — Problem 1: Tokenization Sol read papers, ran tests, and identified that the tokenizer was the bottleneck. Tokenization makes typos hard for the model to see, so it memorizes mappings instead of using its language priors. Sol tried ByT5, Google’s tokenizer-free byte-level LLM. This made a big improvement, but the model is old and lacked the knowledge needed to reach Sol performance. Sol dug deeper and realized a tokenizer-free model isn’t needed; instead, it used T5Gemma, an encoder-decoder model. This can understand the input deeply before producing output, and furthermore, Sol could post-train the encoder to improve performance. This gave a much higher ceiling. — Problem 2: Loss function Now the model was correcting some typos perfectly, but ignoring most. Sol realized that standard cross-entropy loss was teaching the model to avoid edits, because the vast majority of characters in the training data were left unmodified. The fix was wild: Sol wrote a custom loss function that byte-aligns the source and target strings, uses a dynamic programming algorithm to compute the minimum edits between the two, then weights correct edits much higher than copies. After a lot of tuning, this dramatically improved accuracy. — Problem 3: Autoregression One failure mode remained: if the model made a mistake, it couldn’t backtrack. It could only predict the next token. Teaching it to “think” like a reasoning model would solve this, but would be far too slow. Sol found a beautiful solution: instead of greedily predicting the next token, beam search over all possibilities. This parallelizes the exploration instead of one linear chain-of-thought. At the end, choose the path with highest cumulative log probability. This worked great, but made the experience worse, since the user wouldn’t see progress until the whole search was done. To fix this, Sol made a clever observation: after each search step, the longest common prefix among surviving branches is guaranteed to appear in the final result, so it can be displayed immediately. As the search progresses, weaker paths are dropped and the prefix grows, so the user sees continuous progress. Sol built all this as a custom MLX pipeline that does the parallel decoding on the MacBook GPU, with just ~40ms TTFT. It’s crazy fast and entirely local. — Final eval (error reduction rate, higher is better): - Apple autocorrect: 49.66% - GPT-5.6 Luna: 82.47% - GPT-5.6 Terra: 87.64% - GPT-5.6 Sol: 90.56% - Our model (1.7B): 91.02% Final cost: - 1 quota reset (thanks Tibo) - $0 (And yes, I verified there's no cheating. In fact, we test words scrubbed from the training data to prove the model isn’t memorizing) There were a ton more details and tangents I could write about: contrastive learning, GRPO, DPO, dynamic masking, and more. Sol is a fascinating and creative model. It blew my mind so many times. Don’t let a lack of experience stop you: Sol makes AI experiments accessible to anyone!

Anshu

179,046 просмотров • 1 месяц назад

Recently did an interview with the lead developer of Knight's Path on the title's future release and the state of the industry. The Western AAA gaming industry has shifted its focus away from its core audience, favoring products for smaller, less engaged demographics. This shift has led to a noticeable disconnect between large publishers and their traditional fan base. This has, however, created an environment for indies to thrive. They can prioritize authenticity and community, crafting games that resonate with their players and that is exactly the case with Knight's Path. In December of 2023, Knights Path: The Tournament was released to Very Positive reviews on Steam. It is a short medieval RPG featuring challenging combat, an immersive progression system, and a nice little story. It served as an announcement, a combat concept demo, and a teaser for the forthcoming open-world RPG Knight's Path, which is currently in active development. I asked what their plans were regarding the scope of the full release. While you might get the impression that Knight's Path is an arena fighting game, that’s not the case with the full release. "Knight's Path will be a proper open-world, story-driven RPG. Of course, as a small indie team, we’re keeping the scope modest. The open world will be compact but dense, featuring one town, one village, castle ruins, forests, valleys, and other areas to explore." Many gamers would agree it is better to have a limited number of fully fleshed-out areas than to present a gigantic, empty world. This has been a major criticism levied towards recent releases like Pokémon Scarlet and Violet and even modern Assassins Creed, which tends to rely on repetitive gameplay loops scattered across an overly large map, which can feel more like busywork than meaningful exploration. I have always believed that quality over quantity is the best way to go. The team has also made this a priority with things such as the story and weapon types. "We plan to include three main weapon types: longsword, sword and shield, and bows. These will feature the full progression system seen in the demo, with skill levels such as Novice, Adept, Expert, and Master. Players will need to learn individual skills from different trainers to progress. In addition, we’re introducing secondary weapons like spears, halberds, and other polearms. These won’t have RPG-style progression but will still offer variety in combat." Regarding the story, they plan to be bold and strive to create a 16-28 hour-long main campaign. "The story will be divided into four chapters, with each chapter offering around 4–7 hours of gameplay. As in the demo, the player character begins as a nobody, slowly learning how to wield a sword and eventually becoming a knight. However, the progression will be much more realistic than in the demo, where the peasant hilariously transformed into a champion in just four days." This is a far cry from many games that are released nowadays. In just 2024 alone at a glance, the AA release Flintlock: The Siege of Dawn provided an average of 8 hours of content, Princess Peach: Showtime at 10 hours, Silent Hill 2 Remake at 15, and even the GOTY winner Astrobot holds an average playtime of 10 hours. A major issue within the industry is the way we are treated by the people who only have jobs because of our favorite hobby. In 2024 the gaming industry is forecasted to generate $208.7 BILLION dollars, up from 5.4% in 2023. Compare that to Hollywood, which is a measly $12.3 billion. The gaming industry employs 727,000 individuals in the United States alone. So, you'd think these people would have a little bit of respect for gamers, though so many who are vocal on social media show nothing but contempt for us. Perhaps this is because of fear if they do not show loyalty to a cause or "fit in" that they may not secure funding or genuinely believe in what they preach, but the team behind Knight's Path isn't worried about that. "We are independent developers, and we plan to stay independent so we can stay true to our vision. Knight's Path is a game made by gamers for gamers. We’re prioritizing fun gameplay above all, and we firmly believe this is exactly what gamers want." I also raised some questions about their big plans moving forward. In the demo, one of the major criticisms I had was with the voice acting. I had guessed it was done via AI, which was confirmed. "You guessed correctly– the voice acting in the demo was done by AI, and it was probably the loudest critique we received, and we totally understand why! Back then, we didn’t have much of a choice, but for the full game, we don’t plan to use any AI voices. Luckily, after the demo release, many voice actors reached out to us, volunteering to lend their voices to the full game. We absolutely plan to answer their call and give them that opportunity." AI can be a useful tool, especially for developers starting out who can't commit a lot of money to voice acting or just want to see a version of the product that's closer to what they envision the full release to be, but going from that to real voice actors will bump the experience to the next level. I myself played the demo in its entirety and really enjoyed my time with it! I thought the game was reminiscent of Gothic 2 and even The Witcher. I was happily surprised when I didn't encounter any bugs or glitches and while some areas have not been fleshed out like the voice acting, I would recommend putting the game on your wishlist to see what this team does in the future when they finally deliver their updated demo and the eventual full release of the game.
2:26

Recently did an interview with the lead developer of Knight's Path on the title's future release and the state of the industry. The Western AAA gaming industry has shifted its focus away from its core audience, favoring products for smaller, less engaged demographics. This shift has led to a noticeable disconnect between large publishers and their traditional fan base. This has, however, created an environment for indies to thrive. They can prioritize authenticity and community, crafting games that resonate with their players and that is exactly the case with Knight's Path. In December of 2023, Knights Path: The Tournament was released to Very Positive reviews on Steam. It is a short medieval RPG featuring challenging combat, an immersive progression system, and a nice little story. It served as an announcement, a combat concept demo, and a teaser for the forthcoming open-world RPG Knight's Path, which is currently in active development. I asked what their plans were regarding the scope of the full release. While you might get the impression that Knight's Path is an arena fighting game, that’s not the case with the full release. "Knight's Path will be a proper open-world, story-driven RPG. Of course, as a small indie team, we’re keeping the scope modest. The open world will be compact but dense, featuring one town, one village, castle ruins, forests, valleys, and other areas to explore." Many gamers would agree it is better to have a limited number of fully fleshed-out areas than to present a gigantic, empty world. This has been a major criticism levied towards recent releases like Pokémon Scarlet and Violet and even modern Assassins Creed, which tends to rely on repetitive gameplay loops scattered across an overly large map, which can feel more like busywork than meaningful exploration. I have always believed that quality over quantity is the best way to go. The team has also made this a priority with things such as the story and weapon types. "We plan to include three main weapon types: longsword, sword and shield, and bows. These will feature the full progression system seen in the demo, with skill levels such as Novice, Adept, Expert, and Master. Players will need to learn individual skills from different trainers to progress. In addition, we’re introducing secondary weapons like spears, halberds, and other polearms. These won’t have RPG-style progression but will still offer variety in combat." Regarding the story, they plan to be bold and strive to create a 16-28 hour-long main campaign. "The story will be divided into four chapters, with each chapter offering around 4–7 hours of gameplay. As in the demo, the player character begins as a nobody, slowly learning how to wield a sword and eventually becoming a knight. However, the progression will be much more realistic than in the demo, where the peasant hilariously transformed into a champion in just four days." This is a far cry from many games that are released nowadays. In just 2024 alone at a glance, the AA release Flintlock: The Siege of Dawn provided an average of 8 hours of content, Princess Peach: Showtime at 10 hours, Silent Hill 2 Remake at 15, and even the GOTY winner Astrobot holds an average playtime of 10 hours. A major issue within the industry is the way we are treated by the people who only have jobs because of our favorite hobby. In 2024 the gaming industry is forecasted to generate $208.7 BILLION dollars, up from 5.4% in 2023. Compare that to Hollywood, which is a measly $12.3 billion. The gaming industry employs 727,000 individuals in the United States alone. So, you'd think these people would have a little bit of respect for gamers, though so many who are vocal on social media show nothing but contempt for us. Perhaps this is because of fear if they do not show loyalty to a cause or "fit in" that they may not secure funding or genuinely believe in what they preach, but the team behind Knight's Path isn't worried about that. "We are independent developers, and we plan to stay independent so we can stay true to our vision. Knight's Path is a game made by gamers for gamers. We’re prioritizing fun gameplay above all, and we firmly believe this is exactly what gamers want." I also raised some questions about their big plans moving forward. In the demo, one of the major criticisms I had was with the voice acting. I had guessed it was done via AI, which was confirmed. "You guessed correctly– the voice acting in the demo was done by AI, and it was probably the loudest critique we received, and we totally understand why! Back then, we didn’t have much of a choice, but for the full game, we don’t plan to use any AI voices. Luckily, after the demo release, many voice actors reached out to us, volunteering to lend their voices to the full game. We absolutely plan to answer their call and give them that opportunity." AI can be a useful tool, especially for developers starting out who can't commit a lot of money to voice acting or just want to see a version of the product that's closer to what they envision the full release to be, but going from that to real voice actors will bump the experience to the next level. I myself played the demo in its entirety and really enjoyed my time with it! I thought the game was reminiscent of Gothic 2 and even The Witcher. I was happily surprised when I didn't encounter any bugs or glitches and while some areas have not been fleshed out like the voice acting, I would recommend putting the game on your wishlist to see what this team does in the future when they finally deliver their updated demo and the eventual full release of the game.

Vara Dark

42,375 просмотров • 1 год назад

I lost one cat to cancer. Nearly lost another to diabetes. My purebred lab was constantly sick with allergies and infections. All three were eating "premium" pet food recommended by vets. Here's everything I wish I'd learned sooner: 1. Feed them a clean, low-carb diet. Our diabetic cat used to be addicted to high-carb treats and food, the stuff sold in most pet stores. It’s the pet version living on Pop-Tarts and Twinkies for us. After switching to a low-carb, high-protein diet, she no longer needed insulin and lived a long, healthy life. A raw carnivore diet from clean sources free of pesticides and antibiotics is arguably best for both cats and dogs. 2. Only feed them two meals per day. We made the mistake of leaving food out for our cats all day. I’m sure our younger cat (that died of cancer) was metabolically damaged from this. Neutering him too early also negatively affected his health, as he developed a pot belly soon after. Time-restricted eating benefits humans and animals alike. So, aim for an 8-hour feeding window or less. Don't feed them 3 hours before bed or 1 hour after waking, then gradually shrink the window. You'll notice more energy in yourself and healthier weight and digestion in your pets. 3. Only give them pure, clean water. We gave our cats tap water for years. While chlorine dissipates quickly, chemical residues, heavy metals, and hormones remain. Reverse osmosis or spring water proved to be the best. You can remineralize RO water with products like this: (ad) 4. Detoxify Pets are exposed to more toxins than we are. Their food is loaded with pesticides, antibiotics, and heavy metals. Artificial fragrances, chemical cleaners, and lawn pesticides add even more toxic stress. Like I emphasize in my book, “Ultimate Health,” constipation is the first thing to address in detoxification. The same goes for pets. If their bowel movements are strained, this needs to be improved. Increasing their hydration and fiber intake can help, as can fish oil and probiotics. To get a full colon detox protocol for yourself, get the first chapter of my book free here: For deeper detox, use modified citrus pectin because it enters the bloodstream rather than just the gut. Mix into tuna juice, bone broth, or their water dish away from food. 5. Treat your pets for parasites Parasites are strongly correlated to many diseases, including cancer. There's a great book called "The Cure For All Diseases" that covers this in detail (free PDFs online). Fenbendazole is a popular anti-parasitic that’s routinely helped human cancer patients survive. Fenben is also an over-the-counter pet medication. I wish I’d learned of it before Max passed away from cancer. He was such a loving little guy. For ongoing parasite management, consider mixing diatomaceous earth into your pet’s food. 6. Exercise more Dog walks benefit both of you, especially without your phone. Fetch or tug is their high-intensity interval training. *Side note for cat owners: What's your favorite way to get your furry friend moving? Drop a comment below, I'm interested in trying them out. 7. Give them more affection Affection releases oxytocin in both you and your pet. It improves sleep, mood, stress, pain, and muscle repair. Boost your oxytocin further with techniques from "Super Gut" or this video: 8. Replace LED bulbs with incandescent This one surprises people… I wish I had known years ago how damaging artificial LED lighting is for humans and pets. Natural sunlight and incandescent bulbs keep you both healthy. Follow ☣️ Pleb Kruse = BTC foundationalist in exile 🟩🔆 if you want to learn more about this. 9. Watch the sunrise every morning with your pet. Dr. Kruse talks about this constantly. Sunrise has red and infrared wavelengths that heal the brain, eyes, skin, and hormones. Do it for a week, and you'll definitely feel the difference. 10. Remember: what's good for them is usually good for you too. We're mammals. They're mammals. The fundamentals are remarkably similar. Discipline matters. Knowledge matters. Having a purpose and a partner makes change easier. So why not decide that your purpose is for both you and your pet to get healthier? THANK YOU for reading and sharing this with other pet owners. Follow me Craig Brockie for more health strategies that work. (Here are Zeven, Ellewood & Max. The inspiration for this post.)
0:10

I lost one cat to cancer. Nearly lost another to diabetes. My purebred lab was constantly sick with allergies and infections. All three were eating "premium" pet food recommended by vets. Here's everything I wish I'd learned sooner: 1. Feed them a clean, low-carb diet. Our diabetic cat used to be addicted to high-carb treats and food, the stuff sold in most pet stores. It’s the pet version living on Pop-Tarts and Twinkies for us. After switching to a low-carb, high-protein diet, she no longer needed insulin and lived a long, healthy life. A raw carnivore diet from clean sources free of pesticides and antibiotics is arguably best for both cats and dogs. 2. Only feed them two meals per day. We made the mistake of leaving food out for our cats all day. I’m sure our younger cat (that died of cancer) was metabolically damaged from this. Neutering him too early also negatively affected his health, as he developed a pot belly soon after. Time-restricted eating benefits humans and animals alike. So, aim for an 8-hour feeding window or less. Don't feed them 3 hours before bed or 1 hour after waking, then gradually shrink the window. You'll notice more energy in yourself and healthier weight and digestion in your pets. 3. Only give them pure, clean water. We gave our cats tap water for years. While chlorine dissipates quickly, chemical residues, heavy metals, and hormones remain. Reverse osmosis or spring water proved to be the best. You can remineralize RO water with products like this: (ad) 4. Detoxify Pets are exposed to more toxins than we are. Their food is loaded with pesticides, antibiotics, and heavy metals. Artificial fragrances, chemical cleaners, and lawn pesticides add even more toxic stress. Like I emphasize in my book, “Ultimate Health,” constipation is the first thing to address in detoxification. The same goes for pets. If their bowel movements are strained, this needs to be improved. Increasing their hydration and fiber intake can help, as can fish oil and probiotics. To get a full colon detox protocol for yourself, get the first chapter of my book free here: For deeper detox, use modified citrus pectin because it enters the bloodstream rather than just the gut. Mix into tuna juice, bone broth, or their water dish away from food. 5. Treat your pets for parasites Parasites are strongly correlated to many diseases, including cancer. There's a great book called "The Cure For All Diseases" that covers this in detail (free PDFs online). Fenbendazole is a popular anti-parasitic that’s routinely helped human cancer patients survive. Fenben is also an over-the-counter pet medication. I wish I’d learned of it before Max passed away from cancer. He was such a loving little guy. For ongoing parasite management, consider mixing diatomaceous earth into your pet’s food. 6. Exercise more Dog walks benefit both of you, especially without your phone. Fetch or tug is their high-intensity interval training. *Side note for cat owners: What's your favorite way to get your furry friend moving? Drop a comment below, I'm interested in trying them out. 7. Give them more affection Affection releases oxytocin in both you and your pet. It improves sleep, mood, stress, pain, and muscle repair. Boost your oxytocin further with techniques from "Super Gut" or this video: 8. Replace LED bulbs with incandescent This one surprises people… I wish I had known years ago how damaging artificial LED lighting is for humans and pets. Natural sunlight and incandescent bulbs keep you both healthy. Follow ☣️ Pleb Kruse = BTC foundationalist in exile 🟩🔆 if you want to learn more about this. 9. Watch the sunrise every morning with your pet. Dr. Kruse talks about this constantly. Sunrise has red and infrared wavelengths that heal the brain, eyes, skin, and hormones. Do it for a week, and you'll definitely feel the difference. 10. Remember: what's good for them is usually good for you too. We're mammals. They're mammals. The fundamentals are remarkably similar. Discipline matters. Knowledge matters. Having a purpose and a partner makes change easier. So why not decide that your purpose is for both you and your pet to get healthier? THANK YOU for reading and sharing this with other pet owners. Follow me Craig Brockie for more health strategies that work. (Here are Zeven, Ellewood & Max. The inspiration for this post.)

Craig Brockie

49,930 просмотров • 9 месяцев назад

🦕💬 • 260611 [01:03 AM KST] 41 voice notes transcripted/translated in order: hi how did you like made by riize? you’re asking if i ate dinner? i didn’t eat. i ate lunch kind of late, but i ate a hearty lunch. i also wanted to do a live as i finished work, but while wondering if i should do a live or not, something new to do popped up. and while i was doing it, it got too late. so i'll do a live later. go knicks! lately, the NBA's a hot topic lately. knicks. crazy. i don't know, you know... basketball that well, but i remember growing up they were sort of *the team* that people, yk cheered on. but i don't remember anyone saying that they were doing great, or anything. but apparently they're in the finals rn and they're doing rly well, so also can't forget the world cup. world cup season rn, so... just sports season.. sports season, crazy, yeah? [singing dyd] how is it? riize's challenge. easy, right? do it lots, please~ these days, a lot of short-form [videos] are coming up, as you've probably seen. I thought it might be fun if everyone did that together... what do you think? live... there's a way to turn it on, but even if i turned it on, i'm not sure if i could do it well. i don't have confidence rn so i'm talking like this wa, but there's only 4 days left for our comeback.. only 4 days left... how is it? are you guys looking forward to it? are u guys excited? we're going to ulsan the 15th, and wonbin hyung, said he's buying us lunch... not really. but it's our first time going to ulsan all together. we'll have our comeback there. i think it'll be fun. also, the 15th we're doing a comeback live.. we've been doing it every comeback... and at the live stream we'll be high school students.. but it could honestly be university students too.. or really just do it without a concept, but i think it'll be fun... just... it'll be fun... so, while doing that we'll talk about the comeback whatever happens i want us all to just create fun memories together, and since it’s summer, how about you all enjoy summer together with riize... how does that feel? how's this pfp? i like it ㅎㅎ engddongi, eng, engddon ah, right. also with taro hyung, we'll appear at salon drip... i also think that will be fun when it comes out. the recording was also fun, with doyeon nuna.. please watch it ah... you guys can hear the dryer? i won't tell you who's clothes it's drying, it's a secret~ since you could look at this as something im trying out instead of doing a live stream i won't be able to do it super often or every single day, but I think it wouldn't be bad to use this feature again sometime what do you think? ah, but languages are difficult it's not easy to unify into just one language now, but on the other hand, it's really fun. somehow, this chat room..? is that right? realizing that this place is totally global and international is in a way pretty cool. haha anyway, after a long time i rode a bike again.. there was a lot of sunlight... sunlight.. did lots of photosynthesis but what was a real mistake was first of all the bicycle didnt have a basket, and I didnt wear a comfortable backpack. i came out carrying a somewhat awkward/uncomfortable bag, so i really messed up on top of that the bicycle was incredibly heavy, but then the battery completely died... so I almost cried. without even realizing it I had gone so far away so I suffered a bit. that’s the story i also have the feeling i bruised my butt a bit... ㅎㅎ but that will also become a funny memory, right? how's riizing summer vacation? i think there were really a lot of funny moments... sungchan hyung was so funny... sungchan hyung said somewhere he hasn't eaten ramyeon in a year ㅎㅎ and sungchan hyung honestly isn't the type to eat ramen alone, he's on the not eating it side... but he's always like 'one bite, one bite'... so if we put all that together, wouldn't it be a plate of ramen?ㅎㅎ for me, at the beginning of our debut, it was a bit... you know how while filming content, i ended up grilling meat and all? but now, grilling meat... well, i don't think it's that bad also, back when we went to japan to shoot our album jacket photos and the trailer, we visited a lot of vinyl (LP) shops... and that was actually the first time in my life buying an LP with my own money when i was young i went to la to play, and then there was this famous 'amoeba music' store. i looked around and everything, but honestly back then i really wasn't that much interested in LPs. so i bought things like a lot of stickers and used them to decorate my laptop. somehow, after that time, [it was like] I truly spent time in a vinyl shop? but visiting now that I'm a bit older, it was so much fun there are so many songs I don’t know, and tons of songs that aren't even famous so back then in japan, duran duran is a really famous band, but I bought duran duran's Notorious LP and then I also bought Barry Finnertys,, barrynims NY City LP. what was so surprising was that as soon as I listened to the LP, the sound and quality were so good that I was like, 'wow, what is this?' but when I looked it up on the internet, it only had like 3,000 views on YouTube? I think it was 3,000, so because it was so good, I bought it. and after that yesterday too while wandering around here and there, i happened to walk into a cafe and they had LPs there too so yesterday, I bought one or two ㅎㅎ lp's no mater how you look it they have a vibe... its true that nowadays you can just look up and listen to everything on your phone, but another good thing about it (lps) is that I think it’s really great for finding songs you don't know so when going to the lp shop you get to learn a lot of new songs that you didn't know before. even if you don't go with the sole purpose of buying an LP, it's just... really great for discovering things... should I say? a riize lp would also be good... back then, during boom boom bass, we even went there and did all that stuff with our LP too... how was the video editing? back then when i went to school when doing things like presentations, together with other students we would edit videos.. i did lowkey find that kind of stuff pretty fun though because it was pretty much my first time [doing that] since back during those days... but really i think it was fun like... yeah.. i want to try to do it again when i was young i did draw. i drew for fun but it had been such a long time since i last properly sat down and tried to draw something properly with a pencil.. i think it's been such a long time i'm probably the worst at drawing in my family? ㅎㅎ my dad's good, my mom's also good.. my grandpa also draws reaññu well. but it was fun drawing again, so i also want to try that again... why is there so many things i want to do? really why is it? and above all, i want to work really hard on music so that someday i can show you even more. now, like from the trailer to the full version that was uploaded to our site... those kinds of things are a bit different from just being a song, though.. now everyone, let's try meditating together with me sorry.. anyways.. i have to leave in a couple hours actually, so.. time to hit the hay, yeehaw i can't fall asleep right away ㅎㅎ this.. seems like it might be a bit difficult to interpret/translate.. (yes anton, it is,,,) next time it might be better to just turn on a live stream instead ㅎㅎ sorry wow... sleep is really not coming... [1 video] [1 picture] ok jinja gn
0:01

🦕💬 • 260611 [01:03 AM KST] 41 voice notes transcripted/translated in order: hi how did you like made by riize? you’re asking if i ate dinner? i didn’t eat. i ate lunch kind of late, but i ate a hearty lunch. i also wanted to do a live as i finished work, but while wondering if i should do a live or not, something new to do popped up. and while i was doing it, it got too late. so i'll do a live later. go knicks! lately, the NBA's a hot topic lately. knicks. crazy. i don't know, you know... basketball that well, but i remember growing up they were sort of *the team* that people, yk cheered on. but i don't remember anyone saying that they were doing great, or anything. but apparently they're in the finals rn and they're doing rly well, so also can't forget the world cup. world cup season rn, so... just sports season.. sports season, crazy, yeah? [singing dyd] how is it? riize's challenge. easy, right? do it lots, please~ these days, a lot of short-form [videos] are coming up, as you've probably seen. I thought it might be fun if everyone did that together... what do you think? live... there's a way to turn it on, but even if i turned it on, i'm not sure if i could do it well. i don't have confidence rn so i'm talking like this wa, but there's only 4 days left for our comeback.. only 4 days left... how is it? are you guys looking forward to it? are u guys excited? we're going to ulsan the 15th, and wonbin hyung, said he's buying us lunch... not really. but it's our first time going to ulsan all together. we'll have our comeback there. i think it'll be fun. also, the 15th we're doing a comeback live.. we've been doing it every comeback... and at the live stream we'll be high school students.. but it could honestly be university students too.. or really just do it without a concept, but i think it'll be fun... just... it'll be fun... so, while doing that we'll talk about the comeback whatever happens i want us all to just create fun memories together, and since it’s summer, how about you all enjoy summer together with riize... how does that feel? how's this pfp? i like it ㅎㅎ engddongi, eng, engddon ah, right. also with taro hyung, we'll appear at salon drip... i also think that will be fun when it comes out. the recording was also fun, with doyeon nuna.. please watch it ah... you guys can hear the dryer? i won't tell you who's clothes it's drying, it's a secret~ since you could look at this as something im trying out instead of doing a live stream i won't be able to do it super often or every single day, but I think it wouldn't be bad to use this feature again sometime what do you think? ah, but languages are difficult it's not easy to unify into just one language now, but on the other hand, it's really fun. somehow, this chat room..? is that right? realizing that this place is totally global and international is in a way pretty cool. haha anyway, after a long time i rode a bike again.. there was a lot of sunlight... sunlight.. did lots of photosynthesis but what was a real mistake was first of all the bicycle didnt have a basket, and I didnt wear a comfortable backpack. i came out carrying a somewhat awkward/uncomfortable bag, so i really messed up on top of that the bicycle was incredibly heavy, but then the battery completely died... so I almost cried. without even realizing it I had gone so far away so I suffered a bit. that’s the story i also have the feeling i bruised my butt a bit... ㅎㅎ but that will also become a funny memory, right? how's riizing summer vacation? i think there were really a lot of funny moments... sungchan hyung was so funny... sungchan hyung said somewhere he hasn't eaten ramyeon in a year ㅎㅎ and sungchan hyung honestly isn't the type to eat ramen alone, he's on the not eating it side... but he's always like 'one bite, one bite'... so if we put all that together, wouldn't it be a plate of ramen?ㅎㅎ for me, at the beginning of our debut, it was a bit... you know how while filming content, i ended up grilling meat and all? but now, grilling meat... well, i don't think it's that bad also, back when we went to japan to shoot our album jacket photos and the trailer, we visited a lot of vinyl (LP) shops... and that was actually the first time in my life buying an LP with my own money when i was young i went to la to play, and then there was this famous 'amoeba music' store. i looked around and everything, but honestly back then i really wasn't that much interested in LPs. so i bought things like a lot of stickers and used them to decorate my laptop. somehow, after that time, [it was like] I truly spent time in a vinyl shop? but visiting now that I'm a bit older, it was so much fun there are so many songs I don’t know, and tons of songs that aren't even famous so back then in japan, duran duran is a really famous band, but I bought duran duran's Notorious LP and then I also bought Barry Finnertys,, barrynims NY City LP. what was so surprising was that as soon as I listened to the LP, the sound and quality were so good that I was like, 'wow, what is this?' but when I looked it up on the internet, it only had like 3,000 views on YouTube? I think it was 3,000, so because it was so good, I bought it. and after that yesterday too while wandering around here and there, i happened to walk into a cafe and they had LPs there too so yesterday, I bought one or two ㅎㅎ lp's no mater how you look it they have a vibe... its true that nowadays you can just look up and listen to everything on your phone, but another good thing about it (lps) is that I think it’s really great for finding songs you don't know so when going to the lp shop you get to learn a lot of new songs that you didn't know before. even if you don't go with the sole purpose of buying an LP, it's just... really great for discovering things... should I say? a riize lp would also be good... back then, during boom boom bass, we even went there and did all that stuff with our LP too... how was the video editing? back then when i went to school when doing things like presentations, together with other students we would edit videos.. i did lowkey find that kind of stuff pretty fun though because it was pretty much my first time [doing that] since back during those days... but really i think it was fun like... yeah.. i want to try to do it again when i was young i did draw. i drew for fun but it had been such a long time since i last properly sat down and tried to draw something properly with a pencil.. i think it's been such a long time i'm probably the worst at drawing in my family? ㅎㅎ my dad's good, my mom's also good.. my grandpa also draws reaññu well. but it was fun drawing again, so i also want to try that again... why is there so many things i want to do? really why is it? and above all, i want to work really hard on music so that someday i can show you even more. now, like from the trailer to the full version that was uploaded to our site... those kinds of things are a bit different from just being a song, though.. now everyone, let's try meditating together with me sorry.. anyways.. i have to leave in a couple hours actually, so.. time to hit the hay, yeehaw i can't fall asleep right away ㅎㅎ this.. seems like it might be a bit difficult to interpret/translate.. (yes anton, it is,,,) next time it might be better to just turn on a live stream instead ㅎㅎ sorry wow... sleep is really not coming... [1 video] [1 picture] ok jinja gn

🧼

37,315 просмотров • 2 месяцев назад

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.
1:00

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.

wab.eth

18,198 просмотров • 7 месяцев назад

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,198 просмотров • 25 дней назад

【ポーカー遠征のための英語学習】 色々調べた結果、英語圏の日常会話で使用する大半の単語は700語と呼ばれています。そして英語が聞き取れないのは、自分が発音できないからと言われています →じゃあその700語をふんだんに使ったフレーズをネイティブの発音で聞けるようになればいい ということで、150フレーズのリストを作りました 以下をテキスト読み上げサービスにコピペして読ませたら、すぐに発音と聞き取りの勉強がはじめられます ◾️NaturalReader（無料版あり） 700 Words Coverage: 150 Phrases List * I think it is a good idea. * Can you give me some advice? * They want to know the truth. * She made a great effort to finish. * We should take a break for a while. * He told me about his family history. * Please look at this new report. * I need to find a better way. * Could you call me back later? * The world is changing very quickly. * Go to the office in the city center. * Wait for the next train to come. * People live in a different society now. * I believe in your potential and power. * Put the book on the small table. * She became a teacher last year. * Tell me the reason why you left. * It seems possible to change the plan. * Keep your room clean and quiet. * Show me your identity card, please. * They work together to solve issues. * I feel happy during the summer. * Ask him about the social system. * Let's start the game right now. * The child had a fever last night. * Every student must follow the rules. * He works for a large company. * I have a question regarding the case. * Many people moved to the west. * Try to use your time well. * The problem is quite simple. * She always carries a black bag. * Help me build a house here. * The results appear to be correct. * I am sure about his success. * Water is important for our health. * Stop talking and listen to me. * The area is under development. * I met a friend during my trip. * Bring me a cup of tea, please. * It happens almost every day. * The law must protect our rights. * Pay attention to the side effects. * I remember the first time we met. * Open the door with this key. * The price of oil is very high. * He is an American citizen. * Maybe we can win the game. * Everything is going to be fine. * Stay away from the dangerous dog. * The government provides social services. * Read the information on the second page. * They consider the project a success. * I understand your point of view. * The company has a strong position. * We expect to reach the goal soon. * The teacher explained the history lesson. * He spends too much money on drugs. * Whether you like it or not, it's true. * The building was built a century ago. * She has a lot of experience in art. * The program includes national music. * Provide me with more details, please. * The local community is very active. * I am not interested in political issues. * It is difficult to describe the image. * The system requires a special password. * Actually, I have a different opinion. * Please write your name and address. * The state university has a high level. * Follow the instructions to avoid risk. * The father loves his young daughter. * He became the president of the bank. * The result of the research was great. * Wait a moment for the decision. * The market is in a bad condition. * They provide support for poor people. * I feel a sense of responsibility. * The official report was published today. * Look through the window at the tree. * He decided to leave the organization. * The air in the morning is very fresh. * Small businesses need more support. * The economic situation is improving. * I hear a strange sound from outside. * She appeared on the stage for a song. * The former leader had a strong mind. * It’s possible to develop new products. * The police officer asked many questions. * We need to protect the environment. * The movie was based on a real story. * I forgot to pay the tax last month. * The school system is quite complex. * The child grew up in a small town. * Please send me the data by email. * The team works under high pressure. * He lost his way in the dark woods. * The price of the house is too high. * I want to buy a new computer soon. * She has a beautiful voice for music. * The doctor treated the patient with care. * We need to reduce energy consumption. * A lot of evidence supports the theory. * She shares a room with her sister. * The director managed the entire project. * Technology creates new opportunities. * They seek a peaceful solution to war. * He fell on the hard ground. * The book covers various subjects. * I realized my mistake far too late. * Recent studies show a clear trend. * The court made a final decision. * They provide medical care for free. * The plant grows well in this soil. * It’s a matter of personal choice. * The service is available 24 hours. * He works for a security agency. * The bank is near the city square. * I listen to the sound of nature. * The building has a modern design. * They increase the price every year. * The campaign focus is on education. * He hit the ball over the wall. * She wears a beautiful gold ring. * The army took control of the area. * I have no interest in the film. * The worker finished the job quickly. * We had a long talk about the future. * The house is in a safe condition. * He is an author of several books. * The blood test result was normal. * They represent a large organization. * It’s difficult to avoid the risk. * She pushed the door open slowly. * The summer period is very hot. * Nature provides us with everything. * The policy will change recently. * He is likely to win the race. * The term is common in business. * I found a letter in the box. * The store sells various materials. * They fight for their own rights. * The goal of the game is simple. * He represents the federal government. * I am poor but I am happy. * The series is very popular now. * Put the note on the white board. * The movement started a decade ago. * Finally, he reached the mountain top. * Everything depends on your effort.
0:11

【ポーカー遠征のための英語学習】 色々調べた結果、英語圏の日常会話で使用する大半の単語は700語と呼ばれています。そして英語が聞き取れないのは、自分が発音できないからと言われています →じゃあその700語をふんだんに使ったフレーズをネイティブの発音で聞けるようになればいい ということで、150フレーズのリストを作りました 以下をテキスト読み上げサービスにコピペして読ませたら、すぐに発音と聞き取りの勉強がはじめられます ◾️NaturalReader（無料版あり） 700 Words Coverage: 150 Phrases List * I think it is a good idea. * Can you give me some advice? * They want to know the truth. * She made a great effort to finish. * We should take a break for a while. * He told me about his family history. * Please look at this new report. * I need to find a better way. * Could you call me back later? * The world is changing very quickly. * Go to the office in the city center. * Wait for the next train to come. * People live in a different society now. * I believe in your potential and power. * Put the book on the small table. * She became a teacher last year. * Tell me the reason why you left. * It seems possible to change the plan. * Keep your room clean and quiet. * Show me your identity card, please. * They work together to solve issues. * I feel happy during the summer. * Ask him about the social system. * Let's start the game right now. * The child had a fever last night. * Every student must follow the rules. * He works for a large company. * I have a question regarding the case. * Many people moved to the west. * Try to use your time well. * The problem is quite simple. * She always carries a black bag. * Help me build a house here. * The results appear to be correct. * I am sure about his success. * Water is important for our health. * Stop talking and listen to me. * The area is under development. * I met a friend during my trip. * Bring me a cup of tea, please. * It happens almost every day. * The law must protect our rights. * Pay attention to the side effects. * I remember the first time we met. * Open the door with this key. * The price of oil is very high. * He is an American citizen. * Maybe we can win the game. * Everything is going to be fine. * Stay away from the dangerous dog. * The government provides social services. * Read the information on the second page. * They consider the project a success. * I understand your point of view. * The company has a strong position. * We expect to reach the goal soon. * The teacher explained the history lesson. * He spends too much money on drugs. * Whether you like it or not, it's true. * The building was built a century ago. * She has a lot of experience in art. * The program includes national music. * Provide me with more details, please. * The local community is very active. * I am not interested in political issues. * It is difficult to describe the image. * The system requires a special password. * Actually, I have a different opinion. * Please write your name and address. * The state university has a high level. * Follow the instructions to avoid risk. * The father loves his young daughter. * He became the president of the bank. * The result of the research was great. * Wait a moment for the decision. * The market is in a bad condition. * They provide support for poor people. * I feel a sense of responsibility. * The official report was published today. * Look through the window at the tree. * He decided to leave the organization. * The air in the morning is very fresh. * Small businesses need more support. * The economic situation is improving. * I hear a strange sound from outside. * She appeared on the stage for a song. * The former leader had a strong mind. * It’s possible to develop new products. * The police officer asked many questions. * We need to protect the environment. * The movie was based on a real story. * I forgot to pay the tax last month. * The school system is quite complex. * The child grew up in a small town. * Please send me the data by email. * The team works under high pressure. * He lost his way in the dark woods. * The price of the house is too high. * I want to buy a new computer soon. * She has a beautiful voice for music. * The doctor treated the patient with care. * We need to reduce energy consumption. * A lot of evidence supports the theory. * She shares a room with her sister. * The director managed the entire project. * Technology creates new opportunities. * They seek a peaceful solution to war. * He fell on the hard ground. * The book covers various subjects. * I realized my mistake far too late. * Recent studies show a clear trend. * The court made a final decision. * They provide medical care for free. * The plant grows well in this soil. * It’s a matter of personal choice. * The service is available 24 hours. * He works for a security agency. * The bank is near the city square. * I listen to the sound of nature. * The building has a modern design. * They increase the price every year. * The campaign focus is on education. * He hit the ball over the wall. * She wears a beautiful gold ring. * The army took control of the area. * I have no interest in the film. * The worker finished the job quickly. * We had a long talk about the future. * The house is in a safe condition. * He is an author of several books. * The blood test result was normal. * They represent a large organization. * It’s difficult to avoid the risk. * She pushed the door open slowly. * The summer period is very hot. * Nature provides us with everything. * The policy will change recently. * He is likely to win the race. * The term is common in business. * I found a letter in the box. * The store sells various materials. * They fight for their own rights. * The goal of the game is simple. * He represents the federal government. * I am poor but I am happy. * The series is very popular now. * Put the note on the white board. * The movement started a decade ago. * Finally, he reached the mountain top. * Everything depends on your effort.

Hiruma｜PLO戦略家｜Zen Poker

71,503 просмотров • 7 месяцев назад