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dig this quarter zip from aaron levine. textured boucle fabric, elastic cinch hem, and rounded shape makes it a bit more interesting than the smooth, poly performance, slim fit quarter zips you see everywhere else. IG aaronplevine

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The look on the interviewer’s face after Elon Musk completely obliterates her far-left talking point using pure logic—then dunks on her 😭😂 The Economist editor-in-chief, Zanny Minton Beddoes: “Do you see why this makes people think that this man, who has all this power…he thinks he has a right to influence our politics?…It’s why people loathe you.” Musk: “I don’t care. The fact that—as you pointed out—a quarter billion people follow me is that I think a lot more people actually like me than don’t. And I think a lot more people hate you and the media more than you realize.”

The look on the interviewer’s face after Elon Musk completely obliterates her far-left talking point using pure logic—then dunks on her 😭😂 The Economist editor-in-chief, Zanny Minton Beddoes: “Do you see why this makes people think that this man, who has all this power…he thinks he has a right to influence our politics?…It’s why people loathe you.” Musk: “I don’t care. The fact that—as you pointed out—a quarter billion people follow me is that I think a lot more people actually like me than don’t. And I think a lot more people hate you and the media more than you realize.”

Julia 🇺🇸

128,660 views • 21 days ago

It was NEVER an "ENTRANCE" or "EXIT WOUND" from a bullet. What if it was a PUNCTURE WOUND from the PENDANT VIOLENTLY impaling him in the neck this entire time? This would explain the bizarre movement of his t-shirt and what looks like something under it that lifts up right into the EXACT SPOT where the WOUND APPEARS. As soon as the shirt falls, you then see the WOUND. This would also explain the necklace you see flying off that everyone believed was Charlie's earpiece. This actually makes more sense at would support Charlie being shot from another position rather than the front, especially from the roof top in front. The amount of force you see that necklace break and fly backwards off of Charlie, especially his shirt movement makes more logical sense than anything else. cc: triggersmart

It was NEVER an "ENTRANCE" or "EXIT WOUND" from a bullet. What if it was a PUNCTURE WOUND from the PENDANT VIOLENTLY impaling him in the neck this entire time? This would explain the bizarre movement of his t-shirt and what looks like something under it that lifts up right into the EXACT SPOT where the WOUND APPEARS. As soon as the shirt falls, you then see the WOUND. This would also explain the necklace you see flying off that everyone believed was Charlie's earpiece. This actually makes more sense at would support Charlie being shot from another position rather than the front, especially from the roof top in front. The amount of force you see that necklace break and fly backwards off of Charlie, especially his shirt movement makes more logical sense than anything else. cc: triggersmart

The SCIF

142,462 views • 10 months ago

Brian Windhorst says Miami makes even MORE sense for LeBron if he wants to play 2 more seasons: Windy: You know I’m from Cleveland you know my ties there. The more I’ve looked at this and the more I’ve had conversations, the more Miami makes sense to me. Now when I hear him thinking about a couple of years, it makes even more sense. I think that’s where he goes and fits. He can go there and have the ball. He also can go there and be protected on defense… I don’t see him playing with Donovan and Harden and being a clean fit. The fit in Miami makes more sense to me. I’ve come to that as I’ve watched this unfold the last 3 weeks and had a bunch of conversations Dave: I do think the point about the ball in his hands, that is the undisputed basketball fit in terms of the way we’ve seen him enjoy playing basketball (Via Hoop Collective)

Brian Windhorst says Miami makes even MORE sense for LeBron if he wants to play 2 more seasons: Windy: You know I’m from Cleveland you know my ties there. The more I’ve looked at this and the more I’ve had conversations, the more Miami makes sense to me. Now when I hear him thinking about a couple of years, it makes even more sense. I think that’s where he goes and fits. He can go there and have the ball. He also can go there and be protected on defense… I don’t see him playing with Donovan and Harden and being a clean fit. The fit in Miami makes more sense to me. I’ve come to that as I’ve watched this unfold the last 3 weeks and had a bunch of conversations Dave: I do think the point about the ball in his hands, that is the undisputed basketball fit in terms of the way we’ve seen him enjoy playing basketball (Via Hoop Collective)

Heat Central

55,978 views • 28 days ago

WE NEED MORE COOL CRYPTO EVENTS Ansem: "we should do more cool crypto events" Banks: "yeah actual cool ones. Even hearing you say 'crypto event' makes me want to stay home" Luca: "If I was Solana CMO I'd take a quarter million dollars in Solana, bring everybody together for a basketball tournament. Top team makes $250K, Solana sponsored, logos everywhere" Ansem: "Solana basketball tournament. Let's make this happen right now. I feel like we can manifest that. And we get Polymarket to run the markets on it"

WE NEED MORE COOL CRYPTO EVENTS Ansem: "we should do more cool crypto events" Banks: "yeah actual cool ones. Even hearing you say 'crypto event' makes me want to stay home" Luca: "If I was Solana CMO I'd take a quarter million dollars in Solana, bring everybody together for a basketball tournament. Top team makes $250K, Solana sponsored, logos everywhere" Ansem: "Solana basketball tournament. Let's make this happen right now. I feel like we can manifest that. And we get Polymarket to run the markets on it"

Market Bubble

178,081 views • 1 month ago

Told ya so… The US installed more solar in Q1 2024 than it did in all of 2018 I remember people telling me in 2018/2019 that I was ignorant for predicting that Solar Energy will massively expand and take a sizable chunk of the new energy market. In the first quarter of 2024, the US saw a record-breaking addition of 11.8 gigawatts (GW) of new solar panel manufacturing capacity. This represented 75% of all new electricity-generating capacity added to the US grid during that time. Total US solar panel manufacturing capacity jumped from 15.6 GW in the last quarter of 2023 to 26.6 GW in the first quarter of 2024. Oh, and the grid didn’t fail like many of you claimed it would. The grid has evolved along with solar capacity for the most part. And that's just the US. China is solar-bullish as well, as seen below. The next 5-10 years will see this space grow even faster, whether you want to admit it or not.

Told ya so… The US installed more solar in Q1 2024 than it did in all of 2018 I remember people telling me in 2018/2019 that I was ignorant for predicting that Solar Energy will massively expand and take a sizable chunk of the new energy market. In the first quarter of 2024, the US saw a record-breaking addition of 11.8 gigawatts (GW) of new solar panel manufacturing capacity. This represented 75% of all new electricity-generating capacity added to the US grid during that time. Total US solar panel manufacturing capacity jumped from 15.6 GW in the last quarter of 2023 to 26.6 GW in the first quarter of 2024. Oh, and the grid didn’t fail like many of you claimed it would. The grid has evolved along with solar capacity for the most part. And that's just the US. China is solar-bullish as well, as seen below. The next 5-10 years will see this space grow even faster, whether you want to admit it or not.

Brian Krassenstein

73,712 views • 2 years ago

Ken Griffin says short-term alpha from calling the quarter with alt data is dying, and the next era of stock-picking belongs to those with a long-term horizon. "I think there'll be more focus and emphasis on those who have really good vision about what companies are actually creating transformative products that will change society. The market will reward that far more intensely in the future than will a company beat this quarter's earnings or not. I think the question of will a company beat this quarter's earnings has gotten far more difficult over the last 10 years because, for example, the rise of alternative data. I have access to the credit cards of millions of Americans. What are they spending money on? What's that mean for Starbucks revenues this quarter? What's it mean for McDonald's this quarter? This is a decade-old transformation, but the here and now is just becoming far more transparent, far more readily understood and triaged by the combination of really bright people and really good AI technology. Where this will leave us is those who are able to see what is unfolding over years to come will be in a very valued position on a relative basis."

Ken Griffin says short-term alpha from calling the quarter with alt data is dying, and the next era of stock-picking belongs to those with a long-term horizon. "I think there'll be more focus and emphasis on those who have really good vision about what companies are actually creating transformative products that will change society. The market will reward that far more intensely in the future than will a company beat this quarter's earnings or not. I think the question of will a company beat this quarter's earnings has gotten far more difficult over the last 10 years because, for example, the rise of alternative data. I have access to the credit cards of millions of Americans. What are they spending money on? What's that mean for Starbucks revenues this quarter? What's it mean for McDonald's this quarter? This is a decade-old transformation, but the here and now is just becoming far more transparent, far more readily understood and triaged by the combination of really bright people and really good AI technology. Where this will leave us is those who are able to see what is unfolding over years to come will be in a very valued position on a relative basis."

Fireside Alpha

934,498 views • 1 month ago

After watching sl0the_’s review of the Kyomi Ryo, I appreciate the surface texture even more. The Ryo is the most textured glass pad I own, which also makes it one of the most unique glass pad experiences I’ve had so far. It’s fast, controlled enough to trust, and somehow the most dust-resistant glass pad in my setup. That part surprised me. I can use it for hours and rarely feel the need to wipe it down. My theory is that the heavy texture helps dust fall into the tiny craters instead of sitting directly on the contact points, but I could be completely wrong. Maybe Slothe can figure that out. Either way, the surface is doing something interesting. If you bought the Ryo, you're in for a treat. If anyone has a theory, I’m all ears. What do you think makes a textured glass pad more dust-resistant? And if you want an incredibly in-depth review of the Ryo, check out sl0the_! He breaks it down to a science and better than I ever could. You can turn up the sound a bit to hear the texture of the Ryo. Thank you Kyomi for sending this out for review!

After watching sl0the_’s review of the Kyomi Ryo, I appreciate the surface texture even more. The Ryo is the most textured glass pad I own, which also makes it one of the most unique glass pad experiences I’ve had so far. It’s fast, controlled enough to trust, and somehow the most dust-resistant glass pad in my setup. That part surprised me. I can use it for hours and rarely feel the need to wipe it down. My theory is that the heavy texture helps dust fall into the tiny craters instead of sitting directly on the contact points, but I could be completely wrong. Maybe Slothe can figure that out. Either way, the surface is doing something interesting. If you bought the Ryo, you're in for a treat. If anyone has a theory, I’m all ears. What do you think makes a textured glass pad more dust-resistant? And if you want an incredibly in-depth review of the Ryo, check out sl0the_! He breaks it down to a science and better than I ever could. You can turn up the sound a bit to hear the texture of the Ryo. Thank you Kyomi for sending this out for review!

Sicko

13,263 views • 2 months ago

Morning twitter.... Look at this bit of footage from 1977 and you will realise that many women, especially lesbians have always had a issue with drag/woman face... And what's even more interesting is some men have always told us to shut the fuck up about it because their brothers drag is more important then their sisters feelings about it. Right at the end you see a man in women face take the mic and shit his big man shit all over lesbians. Same shit new day. Watch & share.

Morning twitter.... Look at this bit of footage from 1977 and you will realise that many women, especially lesbians have always had a issue with drag/woman face... And what's even more interesting is some men have always told us to shut the fuck up about it because their brothers drag is more important then their sisters feelings about it. Right at the end you see a man in women face take the mic and shit his big man shit all over lesbians. Same shit new day. Watch & share.

Aja ♀️🇬🇧

84,241 views • 2 years ago

The Finalmouse Centerpiece Pro is one of a kind, but this sound profile is not it. For $350, I expected a lot more from the acoustics. The spacebar especially sounds rough, and the board does not come close to what I would want from something in this price range. The keyswitch feel does not help either. Finalmouse says this first-generation switchless design has more rotational freedom and tilt variance than traditional MX-style switches, and you can feel that immediately. It makes the board feel less stable and less refined than the price suggests. For this sound test, I’m not using my usual KEEBMAT ™. The Centerpiece runs hot, especially at the bottom, and putting any kind of fabric underneath only makes that worse. I’m also unable to replicate the sound tests Finalmouse conducted themselves. This is how the board sounds in my setup.

Sicko

19,386 views • 3 months ago

A MATHEMATICIAN WAS LAUGHED AT FOR STUDYING "ROUGHNESS" -- CLOUDS, COASTLINES, PRICES, THINGS TOO MESSY FOR REAL MATH. THEN HE SHOWED ONE TINY FORMULA, REPEATED, BUILDS INFINITE COMPLEXITY AND IT DESCRIBES REALITY BETTER THAN THE SMOOTH MATH EVERYONE WORSHIPPED 79 minutes from Benoit Mandelbrot at MIT, introduced by the father of chaos theory. -> The idea that lands: the real world is not smooth. It is rough, jagged, self-repeating and that roughness has an exact mathematics, where one simple rule looped over itself spins out endless detail. A coastline, a fern, a stock chart -- zoom in and you find the same shape again, forever. Smooth equations are a polite lie we tell about a jagged world. Fractals are what reality actually looks like. This is how generative models work too -- simple operations repeated at scale until staggering complexity falls out. He found the principle decades before the machines. You thought messy meant random. This is the talk that shows messy has a law. Bookmark this. Watch it once, see patterns everywhere ↓

A MATHEMATICIAN WAS LAUGHED AT FOR STUDYING "ROUGHNESS" -- CLOUDS, COASTLINES, PRICES, THINGS TOO MESSY FOR REAL MATH. THEN HE SHOWED ONE TINY FORMULA, REPEATED, BUILDS INFINITE COMPLEXITY AND IT DESCRIBES REALITY BETTER THAN THE SMOOTH MATH EVERYONE WORSHIPPED 79 minutes from Benoit Mandelbrot at MIT, introduced by the father of chaos theory. -> The idea that lands: the real world is not smooth. It is rough, jagged, self-repeating and that roughness has an exact mathematics, where one simple rule looped over itself spins out endless detail. A coastline, a fern, a stock chart -- zoom in and you find the same shape again, forever. Smooth equations are a polite lie we tell about a jagged world. Fractals are what reality actually looks like. This is how generative models work too -- simple operations repeated at scale until staggering complexity falls out. He found the principle decades before the machines. You thought messy meant random. This is the talk that shows messy has a law. Bookmark this. Watch it once, see patterns everywhere ↓

slash1s

406,413 views • 1 month ago

🇮🇷| Iranian nuclear scientist, Aghamiri: Atomic bomb itself is not a deterrent; the capability to build it is deterrent. He says: Not building the bomb costs us more than building it — keeping hot material is far more troublesome than just having the bomb. Aghamiri makes an interesting remark: “The HEU that we took from Fordow/Natanz to somewhere else, its storing is more work than having built the bomb,” confirming that Iran has the HEU stored somewhere safe. He then says: “Because once you “inject” it — once you use it — then you’re ready. We are not after the bomb; if we had wanted it and they had allowed it, it wouldn’t have been a problem for us. But the reality is they all, the US & the rest, know we’re not after making a bomb — they know this.” Interviewer asks: “So what kind of deterrent is this?” He replies: As long as you have these conditions, you are powerful. It will always leave open the possibility that if they try something foolish under the table, we can respond under the table as well.

🇮🇷| Iranian nuclear scientist, Aghamiri: Atomic bomb itself is not a deterrent; the capability to build it is deterrent. He says: Not building the bomb costs us more than building it — keeping hot material is far more troublesome than just having the bomb. Aghamiri makes an interesting remark: “The HEU that we took from Fordow/Natanz to somewhere else, its storing is more work than having built the bomb,” confirming that Iran has the HEU stored somewhere safe. He then says: “Because once you “inject” it — once you use it — then you’re ready. We are not after the bomb; if we had wanted it and they had allowed it, it wouldn’t have been a problem for us. But the reality is they all, the US & the rest, know we’re not after making a bomb — they know this.” Interviewer asks: “So what kind of deterrent is this?” He replies: As long as you have these conditions, you are powerful. It will always leave open the possibility that if they try something foolish under the table, we can respond under the table as well.

Arya - آریا

24,049 views • 10 months ago

| Aba Shopping Center | You cannot come to Aba without visiting the Shopping Center, which is especially true for me. The last time I came here, it still looked slightly different, but it’s once again overwhelming to see how long one can walk through a market and see one fabric after the other. From linen to lace to Ankara, it is all here. This is the beginning of every designer’s dream. And also for me, as an artist working with traditional African fabric, it’s always very inspirational! The kids were intrigued to see the shop their grandmother used to stay at, and also more than happy to relax on the clothes laid out in their auntie’s shop - just like every other Shopping Center child would do. It feels great to be back in this city where nothing stands still and everything is possible! | | A video of my family driving to Aba Shopping Center and walking through the long and narrow paths of this beautiful market. Accompanied by the shoutings of “Onyeocha” from left and right! #aba #shoppingcenter #abamade #abia #fabric #mixedculture #travel #nwanyiocha

| Aba Shopping Center | You cannot come to Aba without visiting the Shopping Center, which is especially true for me. The last time I came here, it still looked slightly different, but it’s once again overwhelming to see how long one can walk through a market and see one fabric after the other. From linen to lace to Ankara, it is all here. This is the beginning of every designer’s dream. And also for me, as an artist working with traditional African fabric, it’s always very inspirational! The kids were intrigued to see the shop their grandmother used to stay at, and also more than happy to relax on the clothes laid out in their auntie’s shop - just like every other Shopping Center child would do. It feels great to be back in this city where nothing stands still and everything is possible! | | A video of my family driving to Aba Shopping Center and walking through the long and narrow paths of this beautiful market. Accompanied by the shoutings of “Onyeocha” from left and right! #aba #shoppingcenter #abamade #abia #fabric #mixedculture #travel #nwanyiocha

Nwanyi Ocha

64,502 views • 2 years ago

Trump destroys Zelensky: 'The US doesn't need Ukraine's help in defending against drones. We know more about drones than anyone else.' - Is Putin helping them [the Iranians]? - I think he might be helping them a bit. Yes, probably. And he probably thinks we're helping Ukraine, right? - And you're helping, right? - Yes, we're helping them too. And he thinks that. And China would say the same thing. You see, it's like 'they do this, and we do this', to be honest. They do it, and we do it. - Are they [the Ukrainians] helping with defense against drones? - No, we don't need their help in defending against drones. We know more about drones than anyone else. We have the best drones in the world, actually. - SK

Trump destroys Zelensky: 'The US doesn't need Ukraine's help in defending against drones. We know more about drones than anyone else.' - Is Putin helping them [the Iranians]? - I think he might be helping them a bit. Yes, probably. And he probably thinks we're helping Ukraine, right? - And you're helping, right? - Yes, we're helping them too. And he thinks that. And China would say the same thing. You see, it's like 'they do this, and we do this', to be honest. They do it, and we do it. - Are they [the Ukrainians] helping with defense against drones? - No, we don't need their help in defending against drones. We know more about drones than anyone else. We have the best drones in the world, actually. - SK

Zlatti71

45,571 views • 5 months ago

FSD Supervised in Europe: Video number 2: turning around in a very narrow dead end street. Taken in Tilburg, The Netherlands yesterday. In this video you see how the Tesla turns around in an extremely narrow dead end street. The question was: does it back up or choose to turn around. It chose to turn around. It performed very well and what was mostly interesting was that there was a curb involved. The software is created in a way where it should stay away from the curbs, and it initially did. But later in the turning process it changed approach and drove over the curve a little bit to make the turn smoother. That’s what blows my mind every time, the software is created in a way where if needed it changes plan to make things more smooth or even safer. Furthermore in this video you see how it takes some thresholds very smoothly. It also brakes a bit more in the end because of a bike in front of us. Very fascinating moment for us to experience! Teslaeurope 🇸🇪Calle 🇸🇪 Elon Musk

FSD Supervised in Europe: Video number 2: turning around in a very narrow dead end street. Taken in Tilburg, The Netherlands yesterday. In this video you see how the Tesla turns around in an extremely narrow dead end street. The question was: does it back up or choose to turn around. It chose to turn around. It performed very well and what was mostly interesting was that there was a curb involved. The software is created in a way where it should stay away from the curbs, and it initially did. But later in the turning process it changed approach and drove over the curve a little bit to make the turn smoother. That’s what blows my mind every time, the software is created in a way where if needed it changes plan to make things more smooth or even safer. Furthermore in this video you see how it takes some thresholds very smoothly. It also brakes a bit more in the end because of a bike in front of us. Very fascinating moment for us to experience! Teslaeurope 🇸🇪Calle 🇸🇪 Elon Musk

Esther Rebers

28,812 views • 5 months ago

#JHOPE Liked this video of FastPaper IG Reel! 💜 “In front of ARMY, it was just moments filled with happy BTS and love from ARMY💜 The BTS world tour venue held at MetLife Stadium in New Jersey, USA! We’ve gathered the precious moments of the seven men savoring the time spent with ARMY, and ARMY’s overflowing love and support for them. It really makes you realize just how tightly bound the relationship between an artist and a fandom is—something that, over a long time, must have been more important and lovable to each other than anything else. May the love between BTS and ARMY last forever…💜”

#JHOPE Liked this video of FastPaper IG Reel! 💜 “In front of ARMY, it was just moments filled with happy BTS and love from ARMY💜 The BTS world tour venue held at MetLife Stadium in New Jersey, USA! We’ve gathered the precious moments of the seven men savoring the time spent with ARMY, and ARMY’s overflowing love and support for them. It really makes you realize just how tightly bound the relationship between an artist and a fandom is—something that, over a long time, must have been more important and lovable to each other than anything else. May the love between BTS and ARMY last forever…💜”

BTS Charts & News

70,455 views • 12 days ago

Lewis Hamilton speaking at the Ferrari 849 Testarossa event: “Good evening everyone… this is amazing. I was very, very lucky. I got to drive this car, the prototype. So that's the perk of being a Formula One driver, you get to drive and see these things before anybody else. It's pretty incredible, the technology that they're using now. Some of the technology comes from the Formula One car, but it's just unparalleled performance. It's just relentless, the style of it, the more you push, the more you get.”

Lewis Hamilton speaking at the Ferrari 849 Testarossa event: “Good evening everyone… this is amazing. I was very, very lucky. I got to drive this car, the prototype. So that's the perk of being a Formula One driver, you get to drive and see these things before anybody else. It's pretty incredible, the technology that they're using now. Some of the technology comes from the Formula One car, but it's just unparalleled performance. It's just relentless, the style of it, the more you push, the more you get.”

sim

13,771 views • 11 months ago

The semiconductor memory cycle has a timing problem. Sell-side consensus models for the DRAM supply-demand inflection largely ignore yield ramp realities, HBM wafer diversion, and the structural lag between capacity announcements and actual bit output. The gap between when the street expects the turn and when it actually arrives is where the trade lives. That timing gap is precisely what this Play quantifies. It models five supply-demand variables across SK Hynix, Samsung, and Micron — producing a probability distribution for when DRAM transitions from shortage to oversupply, not a single date. Here's what the Play covers: Inflection Probability Timeline The model produces a quarter-by-quarter cumulative probability curve for when supply-demand balance tips. Rather than anchoring on one date, it shows the full distribution — helping investors identify where consensus positioning diverges from modeled likelihood. Supplier Capacity Tracker Each of the three major DRAM producers carries different expansion timelines, yield curves, and long-term agreement lock ratios. SK Hynix leads on yield and speed; Samsung carries the largest absolute capacity delta but with slower ramp; Micron's Idaho fab represents a significant future supply addition. The Play tracks each supplier's effective supply contribution quarter by quarter. Scenario Analysis Four distinct scenarios — ranging from aggressive capacity ramp to prolonged supply tightness — allow investors to stress-test positioning under materially different industry conditions. Each scenario adjusts multiple variables simultaneously to capture how correlated shifts in demand and supply interact. Sensitivity Tornado Ten independent variables are ranked by their impact on inflection timing. Initial days-of-inventory dominates the total swing. HBM bit demand growth and wafer diversion ratio follow. The tornado chart makes clear which assumptions to monitor — and which are noise. DRAM Memory Inflection is now live on FUNDA for all subscribers.

The semiconductor memory cycle has a timing problem. Sell-side consensus models for the DRAM supply-demand inflection largely ignore yield ramp realities, HBM wafer diversion, and the structural lag between capacity announcements and actual bit output. The gap between when the street expects the turn and when it actually arrives is where the trade lives. That timing gap is precisely what this Play quantifies. It models five supply-demand variables across SK Hynix, Samsung, and Micron — producing a probability distribution for when DRAM transitions from shortage to oversupply, not a single date. Here's what the Play covers: Inflection Probability Timeline The model produces a quarter-by-quarter cumulative probability curve for when supply-demand balance tips. Rather than anchoring on one date, it shows the full distribution — helping investors identify where consensus positioning diverges from modeled likelihood. Supplier Capacity Tracker Each of the three major DRAM producers carries different expansion timelines, yield curves, and long-term agreement lock ratios. SK Hynix leads on yield and speed; Samsung carries the largest absolute capacity delta but with slower ramp; Micron's Idaho fab represents a significant future supply addition. The Play tracks each supplier's effective supply contribution quarter by quarter. Scenario Analysis Four distinct scenarios — ranging from aggressive capacity ramp to prolonged supply tightness — allow investors to stress-test positioning under materially different industry conditions. Each scenario adjusts multiple variables simultaneously to capture how correlated shifts in demand and supply interact. Sensitivity Tornado Ten independent variables are ranked by their impact on inflection timing. Initial days-of-inventory dominates the total swing. HBM bit demand growth and wafer diversion ratio follow. The tornado chart makes clear which assumptions to monitor — and which are noise. DRAM Memory Inflection is now live on FUNDA for all subscribers.

FUNDA

13,076 views • 2 months ago

So Runway Aleph 2.0 just dropped, and it introduces a pretty interesting workflow for AI video footage editing. Rather than repeatedly prompting a video model and hoping it makes the change you want, you can edit a specific frame first, then use that frame to guide the video generation. For this test, I take an existing footage inside Runway: • Picked a frame from the original video • Used Nano Banana Pro to add a new effect/object • Brought that frame into Aleph 2.0 to generate the updated video It feels like a more controllable and potentially cheaper way to make targeted edits to existing footage than current AI video omni models available like Seedance and Gemini.

So Runway Aleph 2.0 just dropped, and it introduces a pretty interesting workflow for AI video footage editing. Rather than repeatedly prompting a video model and hoping it makes the change you want, you can edit a specific frame first, then use that frame to guide the video generation. For this test, I take an existing footage inside Runway: • Picked a frame from the original video • Used Nano Banana Pro to add a new effect/object • Brought that frame into Aleph 2.0 to generate the updated video It feels like a more controllable and potentially cheaper way to make targeted edits to existing footage than current AI video omni models available like Seedance and Gemini.

Curious Refuge

11,410 views • 2 months ago

The Knicks took a huge risk in firing Thibs, and this answer from Mike Brown shows why it has paid off: “I come in with a great plan. Maybe the plan doesn’t work. Who adjusts, [KAT] or me? Me. I adjust. Sometimes the adjustment’s not enough. Every once in a while, we’re not on the same page. We talk about it. I adjust again. It’s my job as a coach to fit whatever scheme we have on both sides of the floor to all of our players, and if you’re a great player, I’ve got to make a little bit more adjustments or I’ve got to give a little bit more than you do.”

The Knicks took a huge risk in firing Thibs, and this answer from Mike Brown shows why it has paid off: “I come in with a great plan. Maybe the plan doesn’t work. Who adjusts, [KAT] or me? Me. I adjust. Sometimes the adjustment’s not enough. Every once in a while, we’re not on the same page. We talk about it. I adjust again. It’s my job as a coach to fit whatever scheme we have on both sides of the floor to all of our players, and if you’re a great player, I’ve got to make a little bit more adjustments or I’ve got to give a little bit more than you do.”

THE GARDEN IS ROCKING

551,127 views • 2 months ago

I talked to Eoghan McCabe about why you should be posting more: "Personally, you see every piece of content you post. And if you post a lot, it might feel like you're posting too much. But because of algorithmic feeds, no one else sees everything you post. So you can't assume everyone sees every single post. The average person will only see 10%, 20@, maybe 50% of what you post. No one will actually see all of it. And you don't know what's gonna work when you're posting. So you really just need to put a lot of shots on goal. It's like having a high shipping velocity on product. Imagine it takes 100 posts for something to break through. If you post 10x a day, it will take 10 days. If you post once a day, it will take over a quarter. Once a year, it will take 100 years. This is an advantage that some younger founders have. People like Amjad at Replit, he can work and tweet. He's built a great product. And he's constantly promoting it."

I talked to Eoghan McCabe about why you should be posting more: "Personally, you see every piece of content you post. And if you post a lot, it might feel like you're posting too much. But because of algorithmic feeds, no one else sees everything you post. So you can't assume everyone sees every single post. The average person will only see 10%, 20@, maybe 50% of what you post. No one will actually see all of it. And you don't know what's gonna work when you're posting. So you really just need to put a lot of shots on goal. It's like having a high shipping velocity on product. Imagine it takes 100 posts for something to break through. If you post 10x a day, it will take 10 days. If you post once a day, it will take over a quarter. Once a year, it will take 100 years. This is an advantage that some younger founders have. People like Amjad at Replit, he can work and tweet. He's built a great product. And he's constantly promoting it."

The Peel

189,170 views • 8 months ago