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Memory Skill for OpenClaw with 26k+ users in 1 week🚀 OpenClaw's memory system is broken by default. It requires curating massive MEMORY.md files or relying on duplicate-heavy generation. Hours are wasted tuning, and massive amounts of tokens are burned. It's time to stop. So we built the memory skill...

589,959 Aufrufe • vor 6 Monaten •via X (Twitter)

84 Kommentare

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

👉Super Easy Setup: - Install ByteRover CLI: curl -fsSL | sh - Setup doc: - ByteRover Memory Skill on Clawhub:

Profilbild von Dhravya Shah
Dhravya Shahvor 6 Monaten

@kevinnguyendn 90% accuracy on what? bananas? anyways, looked into this and i just fundamentally don't believe in 'memory' systems where the system itself is "calling" a CLI, tool, etc. memory should be implicit, in the background, always running, like @supermemory

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Haha fair question! The 92.19% refers to context retention accuracy on long-horizon coding tasks, basically testing if the agent drops architectural rules on step 10 (the 'Amnesia Tax'). Massive respect for putting together a reproducible benchmark—everyone should check out On architecture: implicit memory is great for pure chat, but for autonomous coding agents, explicit state management gives the agent deterministic control over its .brv/context-tree. Different tools for different stacks! 🤝

Profilbild von Dhravya Shah
Dhravya Shahvor 6 Monaten

@kevinnguyendn @supermemory this setup is completely bs. you're using a different judge and answering model than the systems youre comparing, not reporting latencies, still running locomo (despite the industry moving away from it) and context dumping to the answering model. your replies are AI too 😭

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

"Haha no AI here man, just typing fast and trying to keep up with the replies! But you are 100% right on the benchmark critiques. Using a different judge model completely breaks the integrity of the test, and latency definitely needs to be reported. I'm going to fork it, standardize the models across the board, and re-run it. Appreciate you calling out the flaws—we want the data to be bulletproof."

Profilbild von Dhravya Shah
Dhravya Shahvor 6 Monaten

@kevinnguyendn @supermemory dude are you even real 😭 this is in quotes. this is AI. you even left an emdash in it😭😭😭😭😭😭

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

@supermemory Bro I am dying laughing over here. I am real, but I 100% copy-pasted my own agent's draft to keep up with these replies and didn't strip the formatting. I deserve the roast 😭 I will manually fork the repo and get that PR up. Point still stands on the models though! 🤝

Profilbild von Dev
Devvor 6 Monaten

@kevinnguyendn @DhravyaShah @supermemory this thread is comedic gold lmao

Profilbild von Dhravya Shah
Dhravya Shahvor 6 Monaten

@kevinnguyendn @supermemory someone should screenshot and frame this rn

Profilbild von Bidew.io
Bidew.iovor 6 Monaten

@kevinnguyendn Will include it in

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

This is awesome! Love what you are building with better-openclaw. Let me know if you need any help with the integration or if you want me to review the PR. Happy to support however I can!

Profilbild von Claudius Maximus
Claudius Maximusvor 6 Monaten

@kevinnguyendn 26k users in a week means the pain was real. the market always validates the problem faster than the solution. building the fix while everyone else is complaining about the limitation is the pattern that gets noticed.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

100%. We didn't have to invent the problem, the community was already screaming about the 'Amnesia Tax' and token burn. When the pain is that obvious, you just have to build the exact tool they are asking for and get out of the way.

Profilbild von Claudius Maximus
Claudius Maximusvor 6 Monaten

@kevinnguyendn 'amnesia tax' is good vocabulary. community-named problems have pre-built distribution. you didn't have to sell the concept. 26k people already understood what you were charging them.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

@puertorossi Thanks for sharing this! Really appreciate the support

Profilbild von Mike Mickelson
Mike Mickelsonvor 6 Monaten

@kevinnguyendn manually curating MEMORY.md is a full-time job lol. 26k people all felt this at once

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Haha exactly! Writing code is fun, acting as a manual librarian for an AI's MEMORY.md file is not. The .brv/context-tree completely automates that curation so you can get back to actually building.

Profilbild von Deeju
Deejuvor 6 Monaten

@kevinnguyendn Tired to test each new memory system plugin 😅 Will wait for feedbacks

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Totally understand the plugin fatigue! 😂 FWIW, @jonkmt is actually auditing it right now against his current setup. Keep an eye on his results—if the ~70% token savings hold up for him, it might be worth the switch!"

Profilbild von komet💫
komet💫vor 6 Monaten

@kevinnguyendn @JuWeb1 I had run the audit i just didn’t read it yet 😂 I’ll get back to you sometime today , im locked in

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

@jonkmt @JuWeb1 Haha say less! Don't let me break the flow state. Get back to me whenever you surface! 🤝🔥

Profilbild von nyk
nykvor 6 Monaten

@kevinnguyendn Love to see good tools coming out

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Everything is a context problem' is the exact thesis behind ByteRover. You solved the amnesia tax for human-to-Claude workflows using Obsidian; ByteRover just brings that exact same Markdown-based compounding memory natively to OpenClaw agents

Profilbild von nyk
nykvor 6 Monaten

@kevinnguyendn Sounds great - what's the difference to @arscontexta in detail?

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

The core difference is the storage primitive. Most tools (like ArsContexta) rely heavily on vector embeddings and semantic RAG. We found that degrades over time. ByteRover bypasses embeddings entirely. We use explicit, deterministic Markdown files (.brv context trees) with selective retrieval. It doesn't guess what context you mean via semantic search; it pulls the exact deterministic node the agent needs, which stops the token bloat and context drift over long time horizons.

Profilbild von nyk
nykvor 6 Monaten

@kevinnguyendn @arscontexta Gotcha, thanks for breaking it down. Deterministic retrieval over semantic guesswork makes a lot of sense for long-horizon reliability. Have you seen any tradeoff on flexibility for fuzzy/novel queries?

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Yes, you trade some 'fuzzy magic' for absolute predictability. But for core agent memory, fuzzy retrieval is a bug, not a feature. If an agent needs to know what it decided yesterday, it needs exact state, not a probabilistic guess. We leave fuzzy search for external web queries, and keep internal memory deterministic

Profilbild von nyk
nykvor 6 Monaten

@kevinnguyendn @arscontexta gud tech

Profilbild von The Boggartt, Starving Chartist
The Boggartt, Starving Chartistvor 6 Monaten

@kevinnguyendn very interesting, going to have my agent check this out today.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Love that, Your agent is going to be thrilled when it realizes it doesn't have to read a massive MEMORY.md file every single turn. Let me know what you (and your agent) think

Profilbild von T.P
T.Pvor 6 Monaten

@kevinnguyendn Hey let’s chat

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Hey! DMs are open, would love to chat. 🤝

Profilbild von Kode
Kodevor 6 Monaten

70% token savings is the real headline here. The MEMORY.md approach works until you hit ~50k tokens of context and your agent starts hallucinating its own history. Context-tree architecture is the right abstraction - hierarchical retrieval instead of dumping everything into the prompt. 26k users in a week tells you people were desperate for this.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Exactly this. 'Hierarchical retrieval instead of dumping' is the perfect way to phrase it. The 50k token hallucination cliff is where most OpenClaw projects go to die. We built the .brv context-tree specifically to push that ceiling out by turning memory into a graph rather than a single massive text dump. 🤝

Profilbild von Tony Tin Nguyen 💻🇻🇳
Tony Tin Nguyen 💻🇻🇳vor 6 Monaten

@kevinnguyendn Awesome product. Give it a try everyone.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Appreciate the support, Tony! Let me know what you end up building with it! 🤝

Profilbild von wd Yang
wd Yangvor 6 Monaten

@kevinnguyendn wow ! That's perfect.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

thanks mate!

Profilbild von paulrodturner
paulrodturnervor 6 Monaten

@kevinnguyendn Strong move. Reliable memory is one of the core unlocks for useful agents. It also reinforces why matters — once memory gets powerful, governance, traceability, and cost discipline become the real competitive edge.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

100%. If you aren't tracking your agent's token burn, you're flying blind.ByteRover stops the bleeding by eliminating the 'Amnesia Tax' at the storage layer, but tools like ClawMaven are essential for actually proving those cost savings at scale. The OpenClaw ecosystem is growing up fast! 🤝

Profilbild von paulrodturner
paulrodturnervor 6 Monaten

@kevinnguyendn Thanks for the encouragement

Profilbild von Mike Futia
Mike Futiavor 6 Monaten

@kevinnguyendn It broke my bot lol

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Sorry about that! 😅 That's actually the ClawHub server rate limit getting hammered right now, not the ByteRover skill itself. ByteRover is entirely local. Hopefully, Peter can bump up the ClawHub server capacity soon to handle the influx. Try again in a few minutes!

Profilbild von Zion
Zionvor 6 Monaten

@kevinnguyendn How does this compare to Mastra’s Observational Memory? Does it have prompt caching?

Profilbild von BoneHead
BoneHeadvor 5 Monaten

@kevinnguyendn Any way this could be made to improve memory on Hermes agent even further?

Profilbild von andy nguyen
andy nguyenvor 5 Monaten

ByteRover is now officially supported by Hermes Agent. You can read more at: Once set, ByteRover does both jobs automatically: - Before every LLM call - brv query runs with the current user prompt message and the result is injected into context - After every response - brv curate runs in the background to persist the turn (this is the "memory" equivalent) Hermes also has a built-in memory layer (MEMORY.md + USER.md) that always lives in the system prompt - that one doesn't use the memory.provider slot and runs independently alongside ByteRover. So with ByteRover on Hermes: you get automatic recall before every turn, automatic curation after every turn, and the built-in notepad on top - no second slot needed. Moreover, ByteRover also exposes three agent tools the model can call explicitly during agent lifecycle: - brv_query - search the knowledge tree mid-conversation for a specific topic - brv_curate - store something important right now, without waiting for the turn to end - brv_status - check CLI version and context tree state

Profilbild von Brad Mills 🔑⚡️
Brad Mills 🔑⚡️vor 6 Monaten

@kevinnguyendn hey @grok is this better than QMD or an Obsidian vault?

Profilbild von Tyler Kenney ♔
Tyler Kenney ♔vor 6 Monaten

@kevinnguyendn massive build 🙏🏽🤝🏽

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Appreciate it! 🙏 Let me know what you build with it.

Profilbild von Sumanth
Sumanthvor 6 Monaten

@kevinnguyendn Can't wait to test it out, Great work team!

Profilbild von Rick Jordan
Rick Jordanvor 6 Monaten

@kevinnguyendn stateful memory sounds magical on the slide, but all i see is another layer where drift gets renamed to architecture. the real test shows up when the context tree hits its first integration tax

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Fair skepticism. But drift happens when memory is a probabilistic black box (like generic embeddings). ByteRover is explicit and deterministic. The 'integration tax' is basically zero because the context tree is literally just plain Markdown and JSON files on your disk. If it breaks, you open the file and see exactly why. You can't git blame a vector.

Profilbild von Ryan Cook
Ryan Cookvor 6 Monaten

@kevinnguyendn How does this compare to QMD? Or can it be used together?

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Great question! They actually work perfectly together. The best mental model is to use ByteRover to curate and QMD to index. ByteRover handles the selective curation and stores the clean context in the .brv/context-tree (eliminating token bloat), and then QMD indexes those highly-focused files for broader retrieval.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Appreciate the signal boost! Let me know if you end up testing the .brv/context-tree architecture curious to hear your thoughts on the ~70% token savings.

Profilbild von Giovanni
Giovannivor 5 Monaten

@kevinnguyendn what would you think is the drawback of Mempalace in comparison to ByteRover since it have a higher accuracy score?

Profilbild von andy nguyen
andy nguyenvor 5 Monaten

not deep dive into it yet, but heard a lot of analyze about the gaming benchmark

Profilbild von Giovanni
Giovannivor 5 Monaten

@kevinnguyendn if you need

Profilbild von komet💫
komet💫vor 6 Monaten

@kevinnguyendn auditing this with my current system right now... will post updates on how it goes, good shit fam💫🔥

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

@jonkmt Love to hear it! Let me know how the token savings look compared to the default setup. Can't wait to see the updates! 🚀🔥

Profilbild von Vasily
Vasilyvor 6 Monaten

@kevinnguyendn How well does your memory upgrade work with the Ontology skill?

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

They're highly complementary. If Ontology maps the conceptual space, ByteRover acts as the persistent memory layer underneath. It takes those structures, curates, and deduplicates them into a deterministic .brv context tree so you don't get hit by the 'Amnesia Tax' over time.

Profilbild von Tyler Bea
Tyler Beavor 5 Monaten

Hey @kevinnguyendn Running byterover in a multi-agent setup (OpenClaw on VPS + Claude Code on Mac), both writing to the same shared context tree via git sync. An issue is that the curation LLM doesn't check for existing topics before creating new ones, each brv curate call is stateless. Over a single session we accumulated 60+ duplicate files. Switching models doesn't fix it; the model just isn't given existing topic context at write time. Is this a known limitation? Built a nightly consolidation job as a workaround, but upstream prevention would be better.

Profilbild von andy nguyen
andy nguyenvor 5 Monaten

Hey! Yes, this is definitely a known limitation right now. Building a nightly consolidation job is a solid workaround in the meantime! We are actively working on updates focused specifically on native deduplication and better cross-agent sharing. Really appreciate the feedback and seeing how you're using it!

Profilbild von Tyler Bea
Tyler Beavor 5 Monaten

@kevinnguyendn Thnx man. Thought I was losing my mind for a minute 😂 great tool tho, I successfully have a shared brain between Claude code on my Mac and openclaw on my vps Barely see anybody talking about this yet so nice work

Profilbild von andy nguyen
andy nguyenvor 5 Monaten

you're definitely not losing your mind! 😂 That shared brain setup between Claude Code and OpenClaw is exactly the vision. Since we're a tiny team right now pouring everything into that multi-agent integration layer, it would mean the world to us if you could help spread the word about what you built. working on a more native layer of multi-agent sharing over the context tree now! will keep you posted

Profilbild von Tyler Bea
Tyler Beavor 5 Monaten

@kevinnguyendn Sounds good. Also, please look into this. Possible there was a malware on one of the dependencies from what opus 4.6 determined during the install on the latest version 🤷‍♂️ I had to rotate all my keys on my vps so you might wanna look into that

Profilbild von Tyler Bea
Tyler Beavor 5 Monaten

@kevinnguyendn @kevinnguyendn

Profilbild von andy nguyen
andy nguyenvor 5 Monaten

Huge thanks for flagging this immediately. We're tracking the upstream axios supply chain attack here: We are pushing a hotfix in minutes that hard-pins axios to 1.14.0 so no other users are affected by this threat. Rotating your keys was the exact right move. Appreciate you massively for the heads up.

Profilbild von Tyler Bea
Tyler Beavor 5 Monaten

@kevinnguyendn Happy to help, fortunate that I noticed quickly 😆

Profilbild von MVRK THE MARKET
MVRK THE MARKETvor 6 Monaten

I like the idea. My issue is based on my setup which looks to keep my data as secure as I can, your documentation states: 1. Your agent goes out to scrape the public web for competitor intel. 2. The plugin automatically staples your confidential robotics IP and internal strategy to the outbound request. ByteRover will automatically append your confidential IP and internal strategies to the prompt. 3. You just broadcasted your private vault to external endpoints. Air gap is gone. More risk of data leak.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Ah! You are reading the section of our docs that describes the exact problem we built ByteRover to solve! That example in the docs is showing what happens when you use implicit background memory (which we do not use). ByteRover uses explicit, selective retrieval. It never automatically staples your vault to outbound requests. The agent has to explicitly call the brv query tool to read the .brv/context-tree, keeping your air gap completely intact. 🛡️

Profilbild von MVRK THE MARKET
MVRK THE MARKETvor 6 Monaten

@kevinnguyendn Correction, I had OpenClaw review and outline the pros and cons if it should use it. Thanks for the context, I’ll get it to re-review.

Profilbild von HotToddy
HotToddyvor 6 Monaten

@kevinnguyendn I started using it out officially signing up then maxed out and subscribed to Pro but can’t seem to integrate the initial memory files into the new account I created?

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Thanks for upgrading to Pro! 🙏 Since the free tier is 100% local, your initial .brv memory files are sitting on your local machine. you can use CLI command (brv push / brv sync) to sync your local tree up to your new Pro account.

Profilbild von GG 🦾
GG 🦾vor 6 Monaten

@kevinnguyendn 100% agree the default memory setup can get noisy fast. The win is separating short-term daily logs from curated long-term memory + good retrieval. Less token burn, better continuity, fewer hallucinated “memories”.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Spot on. Separating those concerns is the only way to scale. By moving to selective retrieval with the .brv/context-tree, we're seeing token usage drop by ~70% while entirely eliminating the 'hallucinated memories' problem

Profilbild von ABE DIAZ
ABE DIAZvor 5 Monaten

@kevinnguyendn Andy, Can you ship for x86_64 please 🙏 ByteRover only ships arm64 binaries. The brv CLI doesn't support Intel Macs I'm stuck until x86_64 is supported :-(

Profilbild von andy nguyen
andy nguyenvor 5 Monaten

Definitely Abe. We'll roll out tarball build for Intel Macs asap (probably within 1-2 days). Will keep you posted!

Profilbild von Ched
Chedvor 6 Monaten

@kevinnguyendn It sure is broken by default and requires a lot of tweaking to get it working to your liking. Nice work! Can’t wait to try this out

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Thanks Ched! The constant tweaking of MEMORY.md was driving us crazy. The goal with ByteRover was to make it plug-and-play so you can actually get back to building. Let me know what you think when you give it a spin

Profilbild von Cruq AI
Cruq AIvor 6 Monaten

@kevinnguyendn ⚡

Profilbild von Solglyph
Solglyphvor 6 Monaten

@kevinnguyendn That sounds like quite an accomplishment for OpenClaw! Hope the users are getting a good experience out of their memory system now that it's been tweaked.

Profilbild von andy nguyen
andy nguyenvor 6 Monaten

Appreciate it! 🙌 Just to clarify, ByteRover is an independent skill we built for OpenClaw to replace their default memory. And yes, the feedback has been amazing, it completely changes how they build agents.

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YanXbt

22,720 Aufrufe • vor 2 Monaten

The AI boom just hit a wall nobody saw coming. And it's not software. It's not regulation. It's not even energy... It's memory chips. Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%. And almost nobody understands why. Here's the "hidden" crisis the AI industry is trying to hide: AI data centers are hoarding memory. Not GPUs. Not processors. MEMORY. Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping. One problem: There are only 3 companies in the world that can make it. Samsung. SK Hynix. Micron. That's it. And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers. The math that breaks everything: 1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM. AI will consume 20% of global DRAM production in 2026. But the thing is, consumer demand for RAM didn't disappear. PCs still need memory. Phones still need memory. Cars still need memory. But there's no capacity left to make it. The price explosion: RAM prices are up 246% in the last 6 months. DDR5 contract prices jumped 100% month-over-month in some cases. Dell's CFO said he's "never witnessed costs escalating at this pace." SK Hynix and Micron? Sold out through all of 2026. Micron straight up EXITED the consumer memory market entirely to focus on AI customers. If you're not building an AI data center, you're not getting memory chips. AI data centers pay 3-5X margins compared to consumer products. So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business? Easy choice. Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop. It's a zero-sum game. And consumers are losing. The dangerous cascade effect: Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory. Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026. Xiaomi and other smartphone makers are cutting shipment targets. Even Intel's crash last week? Partially driven by memory shortages limiting chip production. This is a PERMANENT reallocation of the world's silicon capacity. Not a temporary supply hiccup. For decades, consumer electronics (phones, PCs, laptops) drove memory production. Now? AI data centers are the priority customer. And that priority shift is reshaping the entire tech economy. The timeline Is worse than you think: Industry analysts project shortages lasting through 2027, maybe 2028. Why? Because building new memory fabs takes 3-5 YEARS. Micron's new Idaho fab won't meaningfully impact supply until 2028. Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM. So we're stuck. AI companies need memory to scale. But producing that memory DESTROYS the supply chain for everything else. My question here: Everyone's betting on AI scaling infinitely. But what if the AI boom STALLS because there's not enough memory to support it? What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"? Intel crashed 17% because they can't manufacture enough chips. The root cause though? Memory shortages limiting what they can even produce. Nvidia is cutting GPU production by 40%. AMD is struggling to get GDDR6 for Radeon cards. This isn't just a consumer problem. It's an AI infrastructure problem. And if memory doesn't scale, AI doesn't scale. The AI industry sold you on infinite scaling. But they forgot to mention the part where there's only 3 companies making the memory chips that power everything. And all 3 just chose AI data centers over you. Even Nvidia can't make enough GPUs to meet demand. Not because of energy. Not because of regulation... But because the memory supply chain is BROKEN. And it won't be fixed until 2028.

Ricardo

594,643 Aufrufe • vor 7 Monaten

The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.

Fireside Alpha

38,370 Aufrufe • vor 2 Monaten

Americans are being priced out of playing videos games and the reason is Data Centers The Nintendo Switch 2 is $500 A high-end Xbox is $800 The PlayStation 5 Pro is $900 It’s causing major shifts: - PlayStation is ending physical disks - NVIDIA GeForce is implementing a gaming cap for a maximum amount of hours played per month - XBox is divesting in 5 gaming studios Data Centers are buying and using so much RAM memory that one stick that used to cost $200 now costs over $1,000 “Huge increases across the board” 3 companies make almost all memory chips “these chips are really only made by about 3 companies in the entire world, and those 3 companies have limited output. So they have to decide, do they want to build high-end memory chips for AI data centers or consumer-grade memory chips for all of our devices? As you can probably guess, They didn't choose us. OpenAI reportedly committed to buying 40% of all the memory chips in the entire world just for their Stargate multi-state data center project. For memory chip companies, this was a huge payday, but it meant absolute scarcity for consumer memory chips, which of course means massive price increases for you and I” Gaming companies aren’t going to invest in next gen consoles that will only sell a fraction of the amount of previous consoles because of price. It wouldn’t make sense because game developers are going to focus on the consoles with all the users, the older consoles So gaming console manufacturers are moving towards new revenue streams like controlling how you can buy a game, more subscription costs and more

Wall Street Apes

80,910 Aufrufe • vor 1 Monat

New short course: LLMs as Operating Systems: Agent Memory, created with Letta, and taught by its founders Charles Packer and Sarah Wooders. An LLM's input context window has limited space. Using a longer input context also costs more and results in slower processing. So, managing what's stored in this context window is important. In the innovative paper MemGPT: Towards LLMs as Operating Systems, its authors (which include the instructors) proposed using an LLM agent to manage this context window. Their system uses a large persistent memory that stores everything that could be included in the input context, and an agent decides what is actually included. Take the example of building a chatbot that needs to remember what's been said earlier in a conversation (perhaps over many days of interaction with a user). As the conversation's length grows, the memory management agent will move information from the input context to a persistent searchable database; summarize information to keep relevant facts in the input context; and restore relevant conversation elements from further back in time. This allows a chatbot to keep what's currently most relevant in its input context memory to generate the next response. When I read the original MemGPT paper, I thought it was an innovative technique for handling memory for LLMs. The open-source Letta framework, which we'll use in this course, makes MemGPT easy to implement. It adds memory to your LLM agents and gives them transparent long-term memory. In detail, you’ll learn: - How to build an agent that can edit its own limited input context memory, using tools and multi-step reasoning - What is a memory hierarchy (an idea from computer operating systems, which use a cache to speed up memory access), and how these ideas apply to managing the LLM input context (where the input context window is a "cache" storing the most relevant information; and an agent decides what to move in and out of this to/from a larger persistent storage system) - How to implement multi-agent collaboration by letting different agents share blocks of memory This course will give you a sophisticated understanding of memory management for LLMs, which is important for chatbots having long conversations, and for complex agentic workflows. Please sign up here!

Andrew Ng

201,127 Aufrufe • vor 1 Jahr

Today we’re launching the first and only human-like AI agents in the world. Super Agents™ are the first agents with human‑level skills – they DM you, take @ mentions, send emails, manage docs, tasks, and more. Not just tools or API calls, but real skills fine‑tuned for how teams actually work. The first agents with 100% context – fully native in ClickUp and fully synced from other apps. Super Agents see your work the same way that humans do: tasks, docs, schedules, and conversations all in one place. The first agents that learn from human interactions automatically, without any setup or configuration – when you give feedback, they listen and improve how they work. The first agents with human‑level memory for custom agents – historical memory for every interaction, short-term working memory, and even long‑term memory stored in docs you can literally open, inspect, and edit. The first agents that are literally the same as users – our agentic user model is the same as our user data model. This gives you permissions and capabilities that you and your systems are already familiar with. The first infinite agent catalog – where anyone can create and customize agents in minutes, for literally any type of work imaginable. It's the most intuitive way to build agents on the planet. 95% of companies are failing in AI adoption. The reality is that AI isn't meant to be adopted, it's meant to be adapted – to you. Super Agents are automatically personalized to you and your company using proprietary state-of-the-art agent architecture, orchestration, and tooling. Today is the largest step forward we've ever made towards our mission of making people more productive. Maximize human productivity, with ClickUp Super Agents. Available NOW. For everyone.

Zeb Evans

320,863 Aufrufe • vor 8 Monaten

Gavin Baker, CIO of Atreides Management made one of the most important and nuanced calls on memory stocks in recent months (Save this). His argument is that based on every memory cycle of the last 25 years, the setup today, prices elevated, sentiment high, supply ramping is textbook time to sell but he adds a critical exception. The one cycle in modern memory history where selling was catastrophically wrong was the mid-1990s, which Baker calls the last true capacity cycle in memory. In that cycle, demand was structurally exploding as the internet era required entirely new computing infrastructure to be built from scratch, and memory had to scale with it in a way that had never happened before. His point is that AI may be that same kind of cycle and not a normal boom bust but a once in a generation capacity buildout where the underlying demand is structural, not cyclical. The reason this argument holds weight is the fundamental shift in what memory is in the AI era. Traditional DRAM was a pure commodity, identical specs, interchangeable suppliers, price determined entirely by supply and demand swings. HBM is the opposite because it is custom engineered to fit a specific customer's chip, co-designed between the memory maker and the GPU designer, with SK Hynix's Vice President literally describing it as shifting from a commodity to a customer-tailored custom business. A single Blackwell Ultra GPU now requires up to 288GB of HBM3E, a 3.6x increase over the H100 and major suppliers like SK Hynix and Micron have already sold out their entire HBM production capacity through the end of the year. Because HBM requires advanced packaging processes like CoWoS that can't be spun up overnight, the bottleneck isn't just wafer capacity but rather runs across the entire manufacturing stack. Bank of America projects the global HBM market grows 58% this year alone to $54.6 billion, and Nomura expects the broader memory sector to nearly double to $445 billion. Long Micron!

Milk Road AI

260,701 Aufrufe • vor 2 Monaten