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We cut open the Kirin 9030 and put it under an electron microscope. The smallest metal pitch measures 32.5 nanometers. That is tighter than Intel 18A, their brand new leading edge node. A Chinese fab with no EUV is out-pitching Intel's EUV node by roughly 10 percent. What's going... on here? 🤯 "This is the HiSilicon Kirin 9030, the chip inside Huawei's newest flagship phone. A few weeks ago, we cut it open, put it under an electron microscope, and measured the smallest wires inside the chip, the metal pitch. And what we saw was unexpected. The smallest metal pitch inside the Kirin 9030 measures only 32.5 nanometers. That’s smaller than the metal pitch in Panther Lake, which is based on Intel's brand-new 18A node. A Chinese fab, cut off from the most advanced tools, without EUV, is packing its wires about ten percent tighter than Intel's leading edge EUV node. What’s going on here?"show more

SemiAnalysis

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ASML's EUV machine is one of the most complex machines ever built by humanity. Some *insane* stats about it: → Without EUV machines, it's impossible to manufacture cutting-edge chips for things like $AAPL iPhones, $NVDA GPUs, and $AMZN data centers. → $ASML is the *only* producers of EUV machines in the world. → Shipping a single EUV machine requires 40 freight containers, three cargo planes, and 20 trucks. → Each EUV machine costs around $200M, consists of more than 100,000 parts and weighs 200 tonnes. → The mirrors inside (supplied by Zeiss) are said to be the flattest objects ever produced. If scaled up to the size of Germany, the largest unevenness would be a tenth of a millimeter. → The next generation High-NA EUV systems have been shipped to $INTC and $TSM and costs closer to $400M. This is human ingenuity at its best. Thanks Intel for the fab tour!

ASML's EUV machine is one of the most complex machines ever built by humanity. Some insane stats about it: → Without EUV machines, it's impossible to manufacture cutting-edge chips for things like $AAPL iPhones, $NVDA GPUs, and $AMZN data centers. → $ASML is the only producers of EUV machines in the world. → Shipping a single EUV machine requires 40 freight containers, three cargo planes, and 20 trucks. → Each EUV machine costs around $200M, consists of more than 100,000 parts and weighs 200 tonnes. → The mirrors inside (supplied by Zeiss) are said to be the flattest objects ever produced. If scaled up to the size of Germany, the largest unevenness would be a tenth of a millimeter. → The next generation High-NA EUV systems have been shipped to $INTC and $TSM and costs closer to $400M. This is human ingenuity at its best. Thanks Intel for the fab tour!

Quartr

74,850 views • 1 year ago

OK SO FINALLY I have a means to show you what I have been saying for a while.......Watch this clip, share it, so people understand what we are saying here!!! In this Clip, JLR© is having a discussion with Watching the World , and we get to see that front door lock!! Here is what I have been saying.....The Front door is a material called EXPANDED METAL, YOU CAN SEE THROUGH IT. The Door IS a Security Door, that you would have to cut through with two locks. A Lock that can be unlocked via a key on the handle, and a DEADbolt lock that would be locked on the inside of the door. This PREVENTS someone from being able to attack you when you OPEN the HOUSE door that is inside it, and behind this screen door. That door only opens when that deadbolt is unlocked from inside! ALso notice we see NO damage to the door or frame in this video!!

OK SO FINALLY I have a means to show you what I have been saying for a while.......Watch this clip, share it, so people understand what we are saying here!!! In this Clip, JLR© is having a discussion with Watching the World , and we get to see that front door lock!! Here is what I have been saying.....The Front door is a material called EXPANDED METAL, YOU CAN SEE THROUGH IT. The Door IS a Security Door, that you would have to cut through with two locks. A Lock that can be unlocked via a key on the handle, and a DEADbolt lock that would be locked on the inside of the door. This PREVENTS someone from being able to attack you when you OPEN the HOUSE door that is inside it, and behind this screen door. That door only opens when that deadbolt is unlocked from inside! ALso notice we see NO damage to the door or frame in this video!!

Capt KEVman!!!

46,092 views • 5 months ago

EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. Dylan Patel predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.

EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. Dylan Patel predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.

Dwarkesh Patel

154,086 views • 5 months ago

SITUATION EXPLAINED: A Chinese state-backed company started mass-producing DUV lithography tools, a step below EUV but still significant. • ASML shares fell as much as 6.5%, their lowest since early June, after The Information reported a Shanghai-based, state-backed company began mass-producing immersion DUV lithography machines • The company is Shanghai Yuliangsheng, with ties to Huawei and the SiCarrier equipment group, it brought together immersion DUV development teams from other Chinese firms • Plans call for 5 tools this year and 20 next year, with confirmed customers SMIC, CXMT, and Hua Hong Semiconductor • Real caveat: SMIC has actually been trialing this tool since September 2025, and active mass production isn't targeted until 2027 at the earliest • Independent analysis from the AI Futures Project puts commercial-scale Chinese immersion DUV in the mid-2030s, with ASML still holding 98.7% of the immersion lithography market • Chinese chipmakers are currently only allowed to buy ASML's older DUV tools, not its cutting-edge EUV machines • The MATCH Act, moving through Congress, would widen restrictions specifically on immersion DUV equipment • China is separately developing its own domestic EUV machine, but that project remains at the prototype stage and is likely years away from producing working chips • Nikon and Canon are the only other established DUV/lithography vendors outside ASML, alongside SMEE as another Chinese domestic challenger Theo Jaffee: "Someone has to own the bottom of the market. Chinese DUV would be the same thing for ASML. The frontier leading-edge chip fabs will still be using ASML EUV machines, but less leading-edge fabs would use DUV machines, like, for example, it would be really helpful for Huawei."

SITUATION EXPLAINED: A Chinese state-backed company started mass-producing DUV lithography tools, a step below EUV but still significant. • ASML shares fell as much as 6.5%, their lowest since early June, after The Information reported a Shanghai-based, state-backed company began mass-producing immersion DUV lithography machines • The company is Shanghai Yuliangsheng, with ties to Huawei and the SiCarrier equipment group, it brought together immersion DUV development teams from other Chinese firms • Plans call for 5 tools this year and 20 next year, with confirmed customers SMIC, CXMT, and Hua Hong Semiconductor • Real caveat: SMIC has actually been trialing this tool since September 2025, and active mass production isn't targeted until 2027 at the earliest • Independent analysis from the AI Futures Project puts commercial-scale Chinese immersion DUV in the mid-2030s, with ASML still holding 98.7% of the immersion lithography market • Chinese chipmakers are currently only allowed to buy ASML's older DUV tools, not its cutting-edge EUV machines • The MATCH Act, moving through Congress, would widen restrictions specifically on immersion DUV equipment • China is separately developing its own domestic EUV machine, but that project remains at the prototype stage and is likely years away from producing working chips • Nikon and Canon are the only other established DUV/lithography vendors outside ASML, alongside SMEE as another Chinese domestic challenger Theo Jaffee: "Someone has to own the bottom of the market. Chinese DUV would be the same thing for ASML. The frontier leading-edge chip fabs will still be using ASML EUV machines, but less leading-edge fabs would use DUV machines, like, for example, it would be really helpful for Huawei."

MTS

16,220 views • 18 days ago

$Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.$

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.

Dustin

160,633 views • 4 months ago

UNUSUAL A new Chinese chip is pushing the West out of the AI competition. Researchers in China have developed an AI chip that outperforms the Nvidia A100 by 478 times. A team from Peking University created a new neuromorphic chip capable of reconstructing complex brain surfaces in less than half a second, achieving performance up to 478 times greater than the Nvidia A100 in this specialized task. This advantage comes from a different architectural design: the chip integrates storage and processing within the same memory array, reducing the data‑transfer bottleneck seen in traditional processors, lowering energy consumption, and boosting efficiency in targeted applications. The achievement is also notable because the chip was manufactured using a 40‑nanometer process — a much older technology node — demonstrating that high performance can be reached through architectural innovation rather than relying on cutting‑edge fabrication. Observers say this development reflects China’s growing strength in creating innovative domestic solutions in semiconductors and artificial intelligence, and its progress toward advanced next‑generation chips.

UNUSUAL A new Chinese chip is pushing the West out of the AI competition. Researchers in China have developed an AI chip that outperforms the Nvidia A100 by 478 times. A team from Peking University created a new neuromorphic chip capable of reconstructing complex brain surfaces in less than half a second, achieving performance up to 478 times greater than the Nvidia A100 in this specialized task. This advantage comes from a different architectural design: the chip integrates storage and processing within the same memory array, reducing the data‑transfer bottleneck seen in traditional processors, lowering energy consumption, and boosting efficiency in targeted applications. The achievement is also notable because the chip was manufactured using a 40‑nanometer process — a much older technology node — demonstrating that high performance can be reached through architectural innovation rather than relying on cutting‑edge fabrication. Observers say this development reflects China’s growing strength in creating innovative domestic solutions in semiconductors and artificial intelligence, and its progress toward advanced next‑generation chips.

China pulse 🇨🇳

31,149 views • 1 month ago

Luxon butchering Te Reo before he launches into one of his woke progressive speeches is like hearing the pop and hiss of cracking open a can of Bud Light. Cam Slater has written today that the Nats are helicoptering in Paula Bennet to stab him from the front while his MP’s pat him on the back - in order to feel where to stick their knives. Luxon’s pathetic political career is coming to an end, so how about a retrospective ? “Chris Luxon this is your life !” Everyone with half a brain knew what he was going to be like. Did those who voted for him watch his maiden speech? Here it is if you missed it May 24th 2021. It’s truly a speech that perhaps only Ardern herself would be so cynical to deliver with a straight face. Here’s the break down of the 4 minute speech. * Tay Rayo introduction * Diversity pitch * Immigration pitch * Diversity pitch * Climate change pitch * Globalism pitch * Air NZ career pitch * Globalism Pitch * Diversity pitch * Critical race theory pitch * Gender ideology pitch * Diversity pitch * Rainbow tick pitch * Getting things done pitch * Getting things done pitch * Diversity pitch * Getting diversity done pitch * voters will get what they deserve pitch So who remembers this speech? And yes it was THIS BAD, no joke. Maybe everyone who voted National was just so keen to dump Labour they fooled themselves that Luxon was the panacea? Also Trump rising from the ashes has put the spot light on a diminutive man with an even smaller appreciation of what the average sane kiwi wants. They can change him out, for a cosmetic attempt at pivoting but that party will never change - at the core of its fundamental philosophy is - woke nothingisim.

Luxon butchering Te Reo before he launches into one of his woke progressive speeches is like hearing the pop and hiss of cracking open a can of Bud Light. Cam Slater has written today that the Nats are helicoptering in Paula Bennet to stab him from the front while his MP’s pat him on the back - in order to feel where to stick their knives. Luxon’s pathetic political career is coming to an end, so how about a retrospective ? “Chris Luxon this is your life !” Everyone with half a brain knew what he was going to be like. Did those who voted for him watch his maiden speech? Here it is if you missed it May 24th 2021. It’s truly a speech that perhaps only Ardern herself would be so cynical to deliver with a straight face. Here’s the break down of the 4 minute speech. * Tay Rayo introduction * Diversity pitch * Immigration pitch * Diversity pitch * Climate change pitch * Globalism pitch * Air NZ career pitch * Globalism Pitch * Diversity pitch * Critical race theory pitch * Gender ideology pitch * Diversity pitch * Rainbow tick pitch * Getting things done pitch * Getting things done pitch * Diversity pitch * Getting diversity done pitch * voters will get what they deserve pitch So who remembers this speech? And yes it was THIS BAD, no joke. Maybe everyone who voted National was just so keen to dump Labour they fooled themselves that Luxon was the panacea? Also Trump rising from the ashes has put the spot light on a diminutive man with an even smaller appreciation of what the average sane kiwi wants. They can change him out, for a cosmetic attempt at pivoting but that party will never change - at the core of its fundamental philosophy is - woke nothingisim.

Holyhekatuiteka

11,074 views • 1 year ago

$AAOI SKYLIT RECAP Replay tool is one of the best features Skylit has to offer Single handedly the best way to learn, backtest, and understand how gamma works Watch below’s $AAOI incredible +17% move caught on replay. Below is my explanation as to why having the map could have helped you play this today: 1st node in the way of the stock price going up, $105 node🟢. Notice how in morning, price was struggling here, and on the third attempt, finally broke through Once $105 was broken, notice the strike’s volume from $105–> $110, almost NOTHING. This is what we call a GAP between nodes, meaning price will move QUICK 🚀 from node to node here, look at the chart and see how clean the move from $105 to $110 was.. Now add this being a negative gamma node to upside, the move is even more quick Now at $110, purple🟣negative node, notice how it takes a bit to break this, that is because despite it being negative, it can also act as a roadblock While this is trying to break $110, they slip in a nice brand new position at $120 👀 Once $110 was broken see how quick $115 came? Once again, because the low volumes on those strikes between two major nodes Towards EOD, $115 faded away, $120 gained, and we hit the final price target during after hours✅

Giul

15,309 views • 4 months ago

A guy put an XFRA box outside his house and now gets paid $2,500 a month for doing nothing The box is about the size of an AC unit and mounts right on the wall. Inside it connects your home to a distributed AI compute network. Companies pay to run their AI workloads through it around the clock. He just plugged it in and that was it. Now $2,500 lands in his account every single month. That is $30,000 a year from a box he never touches. It is not Nvidia. It is not a government program. It is XFRA and regular homes are quietly becoming AI infrastructure. Every house a node. Every node earning. The people who move first lock in the best rates. Save this before your neighborhood figures it out before you.

A guy put an XFRA box outside his house and now gets paid $2,500 a month for doing nothing The box is about the size of an AC unit and mounts right on the wall. Inside it connects your home to a distributed AI compute network. Companies pay to run their AI workloads through it around the clock. He just plugged it in and that was it. Now $2,500 lands in his account every single month. That is $30,000 a year from a box he never touches. It is not Nvidia. It is not a government program. It is XFRA and regular homes are quietly becoming AI infrastructure. Every house a node. Every node earning. The people who move first lock in the best rates. Save this before your neighborhood figures it out before you.

winkle.

16,783 views • 2 months ago

🇺🇸 ELON KILLED THE SMARTPHONE: "WE'RE NOT GOING TO HAVE A PHONE IN THE TRADITIONAL SENSE" No, Tesla isn't building a phone. They're leapfrogging the entire concept. The device in your pocket won't be a phone anymore. It'll be a super-thin AI edge node, basically a screen with radios that pings Grok/xAI servers for EVERYTHING in real time. No apps. No operating system. No local processing. Just instant photorealistic video generation, simulations, predictive actions (it orders your coffee before you know you want it), all streamed from the cloud like your brain is directly plugged into the AI. Exact quote that broke the internet: “We’re not going to have a phone in the traditional sense. What we’ll call a phone will really be an edge node for AI inference with some radios to connect.” This is already how Grok works in Tesla cars: voice in, server crunches, perfect response out. Now imagine that in your pocket, on steroids. The ultimate edge node is your brain talking directly to the AI, no screen needed. The smartphone dies in the next 5 years. The AI companion era begins. And xAI is building the brain of the entire thing. The future isn't a better iPhone. It's the death of the phone as we know it. Elon showed the blueprint. Source: Elon Musk, Joe Rogan, Sawyer Merritt

🇺🇸 ELON KILLED THE SMARTPHONE: "WE'RE NOT GOING TO HAVE A PHONE IN THE TRADITIONAL SENSE" No, Tesla isn't building a phone. They're leapfrogging the entire concept. The device in your pocket won't be a phone anymore. It'll be a super-thin AI edge node, basically a screen with radios that pings Grok/xAI servers for EVERYTHING in real time. No apps. No operating system. No local processing. Just instant photorealistic video generation, simulations, predictive actions (it orders your coffee before you know you want it), all streamed from the cloud like your brain is directly plugged into the AI. Exact quote that broke the internet: “We’re not going to have a phone in the traditional sense. What we’ll call a phone will really be an edge node for AI inference with some radios to connect.” This is already how Grok works in Tesla cars: voice in, server crunches, perfect response out. Now imagine that in your pocket, on steroids. The ultimate edge node is your brain talking directly to the AI, no screen needed. The smartphone dies in the next 5 years. The AI companion era begins. And xAI is building the brain of the entire thing. The future isn't a better iPhone. It's the death of the phone as we know it. Elon showed the blueprint. Source: Elon Musk, Joe Rogan, Sawyer Merritt

Mario Nawfal

1,859,970 views • 8 months ago

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla

Mario Nawfal

225,142 views • 9 months ago

We built the fastest PDF -> markdown parser in the world 🚀⚡️ AND it’s more accurate than any other open-source, model-free parser (pymupdf4llm, opendataloader, pdf-inspector, markitdown) on 3 standardized benchmarks: olmOCR0-bench, opendataloader-bench, ParseBench Introducing LiteParse v2.1. The v2 base version was already the fastest document->text parser on the planet, and with this new release we’ve introduced markdown. It is fully open-source (Apache 2.0) and free, is usable from CLI/Rust/Node/Python/WASM, and is also installable as a one-click agent skill. Check it out: Come check out LiteParse:

We built the fastest PDF -> markdown parser in the world 🚀⚡️ AND it’s more accurate than any other open-source, model-free parser (pymupdf4llm, opendataloader, pdf-inspector, markitdown) on 3 standardized benchmarks: olmOCR0-bench, opendataloader-bench, ParseBench Introducing LiteParse v2.1. The v2 base version was already the fastest document->text parser on the planet, and with this new release we’ve introduced markdown. It is fully open-source (Apache 2.0) and free, is usable from CLI/Rust/Node/Python/WASM, and is also installable as a one-click agent skill. Check it out: Come check out LiteParse:

Jerry Liu

352,203 views • 1 month ago

GEN FLYNN: The National Security Strategy the President just signed off on is focused more globally externally than it is internally. — I do think one of the things it falls short on is the ideological stuff that’s going on here in the United States: the media manipulation, the idea of this Marxism and Neo-Marxism ideology that is definitely inside and has infiltrated into the institutions of our government. There’s not enough discussion about how the President of the United States, in this National Security Strategy which should be both foreign and domestic, has to deal with. We have many compromised oversight systems, we have a very complex election system and technologies. People in this country are still going, what the hell is going on? Why do I care about Europe? Why do I care about the Middle East? I need to care about my country right here and whether or not we have a free and fair election. General Mike Flynn

GEN FLYNN: The National Security Strategy the President just signed off on is focused more globally externally than it is internally. — I do think one of the things it falls short on is the ideological stuff that’s going on here in the United States: the media manipulation, the idea of this Marxism and Neo-Marxism ideology that is definitely inside and has infiltrated into the institutions of our government. There’s not enough discussion about how the President of the United States, in this National Security Strategy which should be both foreign and domestic, has to deal with. We have many compromised oversight systems, we have a very complex election system and technologies. People in this country are still going, what the hell is going on? Why do I care about Europe? Why do I care about the Middle East? I need to care about my country right here and whether or not we have a free and fair election. General Mike Flynn

Bannon’s WarRoom

14,963 views • 8 months ago

Alan Oppenheim, MIT professor: "Jump Trading pays quants $650K to pull one real signal out of market noise. I wrote the textbook on that exact math and taught it for free." this free MIT lecture is the math the whole "quant edge" is built on, and almost nobody selling you a course will name it. the man teaching it wrote the signal-processing textbook every engineer on earth learned from, and he put the lectures online for nothing. here is the idea. a price chart is a signal buried in noise. most of what you see is random static, and hidden inside is a faint, repeating pattern with real mathematics for pulling it out. that is not a metaphor. jim simons was a codebreaker who did exactly this to enemy transmissions, then pointed the same math at the market and made a hundred billion dollars. none of it is new. oppenheim taught this in 1987, the math is older, and every lecture is free. same story i told in the article above. the edge was never a secret formula. it was knowing a market is a noisy signal, and having the tools to read it. here is what the gurus skip. the math to separate signal from noise is free and everyone has it. the edge is cleaner data than the next desk, and the discipline to trust a faint signal across thousands of trades instead of chasing the static. the filter is free. the patience to use it is not.

Alan Oppenheim, MIT professor: "Jump Trading pays quants $650K to pull one real signal out of market noise. I wrote the textbook on that exact math and taught it for free." this free MIT lecture is the math the whole "quant edge" is built on, and almost nobody selling you a course will name it. the man teaching it wrote the signal-processing textbook every engineer on earth learned from, and he put the lectures online for nothing. here is the idea. a price chart is a signal buried in noise. most of what you see is random static, and hidden inside is a faint, repeating pattern with real mathematics for pulling it out. that is not a metaphor. jim simons was a codebreaker who did exactly this to enemy transmissions, then pointed the same math at the market and made a hundred billion dollars. none of it is new. oppenheim taught this in 1987, the math is older, and every lecture is free. same story i told in the article above. the edge was never a secret formula. it was knowing a market is a noisy signal, and having the tools to read it. here is what the gurus skip. the math to separate signal from noise is free and everyone has it. the edge is cleaner data than the next desk, and the discipline to trust a faint signal across thousands of trades instead of chasing the static. the filter is free. the patience to use it is not.

Rossst.03

281,905 views • 1 month ago

More GOP questions about Iran end goals. Here’s GOP Rep Pete Sessions to me tonight: “This administration is going to have to figure out: what is the goal here? Is the goal here to open back up the strait of hormuz, or is it where Israel's position would be? Or is it to do away with their desire to bomb people?…We should have a better understanding about what is left in an arsenal against not only the United States and our assets there, but also Israel and other friends that we have in the gulf. So this is an equation that they are going to have to put their heads together and make that determination.”

More GOP questions about Iran end goals. Here’s GOP Rep Pete Sessions to me tonight: “This administration is going to have to figure out: what is the goal here? Is the goal here to open back up the strait of hormuz, or is it where Israel's position would be? Or is it to do away with their desire to bomb people?…We should have a better understanding about what is left in an arsenal against not only the United States and our assets there, but also Israel and other friends that we have in the gulf. So this is an equation that they are going to have to put their heads together and make that determination.”

Jim Sciutto

17,230 views • 4 months ago

California Assemblymen David Tangipa EXPOSES Gavin Newsom and California Democrats are making them vote on redistricting WITHOUT SEEING IT “This is the most undemocratic process you could possibly imagine. We are voting on a law where none of us has seen the new amendment — This is wrong. This is wrong. This is wrong” “They just changed the law that we are supposed to vote on for the election 10 minutes ago. They are asking all of us here in the legislative body to vote on that and we haven't even seen the language that they changed. “This is the most undemocratic process you could possibly imagine. We are voting on a law where none of us has seen the new amendment. It is a new law now. They have changed it entirely, and now they are forcing it on us and on the floor. People need to see this. This is wrong. This is wrong. This is wrong. 40 million Californians deserve more than 10 minutes of deliberation, especially when your elected leaders haven't even seen it. Please share. Tell everybody. What is going on in Sacramento is the most undemocratic process you could possibly imagine.”

California Assemblymen David Tangipa EXPOSES Gavin Newsom and California Democrats are making them vote on redistricting WITHOUT SEEING IT “This is the most undemocratic process you could possibly imagine. We are voting on a law where none of us has seen the new amendment — This is wrong. This is wrong. This is wrong” “They just changed the law that we are supposed to vote on for the election 10 minutes ago. They are asking all of us here in the legislative body to vote on that and we haven't even seen the language that they changed. “This is the most undemocratic process you could possibly imagine. We are voting on a law where none of us has seen the new amendment. It is a new law now. They have changed it entirely, and now they are forcing it on us and on the floor. People need to see this. This is wrong. This is wrong. This is wrong. 40 million Californians deserve more than 10 minutes of deliberation, especially when your elected leaders haven't even seen it. Please share. Tell everybody. What is going on in Sacramento is the most undemocratic process you could possibly imagine.”

Wall Street Apes

137,114 views • 11 months ago

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

X Freeze

305,109 views • 9 months ago

.Jonathan Turley calls out the Mayor & Governor's reprehensible politics following the shooting in MN: "What we have here is a vehicle that is legally treated as a weapon, and these officers are trained under both federal and state law to treat a car as a weapon if it is speeding toward them. You have an individual who did not comply with orders to get out of the car and, in fact, sped up toward the agent. As it stands now, this is a stronger and stronger case supporting the officer. What really concerns me is the hair trigger that we saw politically — that you really saw reprehensible conduct by the Mayor and the Governor. These officers put their lives on the line; the least you can do is allow the investigation to go forward. Instead, we saw even the Mayor of New York declaring this officer to be a murderer."

.Jonathan Turley calls out the Mayor & Governor's reprehensible politics following the shooting in MN: "What we have here is a vehicle that is legally treated as a weapon, and these officers are trained under both federal and state law to treat a car as a weapon if it is speeding toward them. You have an individual who did not comply with orders to get out of the car and, in fact, sped up toward the agent. As it stands now, this is a stronger and stronger case supporting the officer. What really concerns me is the hair trigger that we saw politically — that you really saw reprehensible conduct by the Mayor and the Governor. These officers put their lives on the line; the least you can do is allow the investigation to go forward. Instead, we saw even the Mayor of New York declaring this officer to be a murderer."

Sean Hannity 🇺🇸

128,882 views • 7 months ago

Former $INTC CEO Pat Gelsinger warns Taiwan holds less than three weeks of energy reserves, and a Chinese blockade that browns out the island shuts its fabs for 90 days at a cost greater than the Great Depression. And no shot needs to be fired. "Now, let's make it ugly for a second. The island of Taiwan has less than 3 weeks, a big article in the Wall Street Journal two weeks ago on this, less than 3 weeks of energy reserves." "That should just put a chill in everybody's spine, right? Because the blockade after 3 weeks, the island browns out. When you turn off a fab, it doesn't come back on for 90 days." "The economic impact of a brown out of Taiwan is greater than the Great Depression." "Never do you need to do anything, a shot to be fired. You just need to say, great, no energy for 3 weeks." "That is scary to me. We need more resilient supply chains."

Former $INTC CEO Pat Gelsinger warns Taiwan holds less than three weeks of energy reserves, and a Chinese blockade that browns out the island shuts its fabs for 90 days at a cost greater than the Great Depression. And no shot needs to be fired. "Now, let's make it ugly for a second. The island of Taiwan has less than 3 weeks, a big article in the Wall Street Journal two weeks ago on this, less than 3 weeks of energy reserves." "That should just put a chill in everybody's spine, right? Because the blockade after 3 weeks, the island browns out. When you turn off a fab, it doesn't come back on for 90 days." "The economic impact of a brown out of Taiwan is greater than the Great Depression." "Never do you need to do anything, a shot to be fired. You just need to say, great, no energy for 3 weeks." "That is scary to me. We need more resilient supply chains."

Fireside Alpha

57,769 views • 1 month ago

Graph Convolutional Network by hand ✍️ ~ 12 steps walkthrough below Graph Convolutional Networks (GCNs), introduced by Thomas Kipf and Max Welling in 2017, are the tool for data shaped like a graph: social networks, recommendations, biological networks, drug discovery, molecular chemistry. I drew and calculated a simple GCN entirely by hand. Goal: run a two-layer GCN, then a small classifier, on a five-node graph, filling in every cell yourself. 1. Given A graph of five nodes, A to E, with edges between some of them. 2. Adjacency matrix (neighbors) Put a 1 wherever two nodes share an edge, in both directions. 3. Adjacency matrix (self) Add 1s down the diagonal, one self-loop per node. That is just adding the identity matrix. 4. Messages Multiply each node's embedding by the weights and biases, then ReLU. Negatives become 0. 5. Pooling Multiply the messages by the adjacency matrix. Each node gathers the messages of its neighbours and itself. 6. Visualize Node A pools [3,0,1] + [1,0,0] = [4,0,1]. 7. Second GCN layer Messages again: weights, biases, ReLU. 8. Pooling again Pool over each node and its neighbours, once more. 9. Visualize Node C pools [1,2,4] + [1,3,5] + [0,0,1] = [2,5,10]. 10. Fully connected layer Weights, biases, ReLU. This time there are no neighbours to pool, just the node itself. 11. Linear layer One more: weights and biases. 12. Sigmoid Squash each score to a probability (≥ 3 → 1, 0 → 0.5, ≤ -3 → 0). That is the classification for each node. You have just classified every node in the graph by hand. ✍️ The outputs: A: 0 (very unlikely) B: 1 (very likely) C: 1 (very likely) D: 1 (very likely) E: 0.5 (neutral) The takeaway: a GCN layer is two parts. The top part pools each node with its neighbours through the adjacency matrix. The bottom part is an MLP that transforms each node on its own. A transformer layer has the same two parts, with an attention matrix where the adjacency matrix was. Both matrices do one job, mixing across positions: attention over tokens, adjacency over nodes. In my class I call the GCN the transformer's little cousin: a bit more stubborn, because its attention is fixed by the graph rather than computed from Q, K, and V. Draw the two side by side and the resemblance is hard to miss. 💾 Save this post! #AIbyHand #GraphNeuralNetworks #DeepLearning

Graph Convolutional Network by hand ✍️ ~ 12 steps walkthrough below Graph Convolutional Networks (GCNs), introduced by Thomas Kipf and Max Welling in 2017, are the tool for data shaped like a graph: social networks, recommendations, biological networks, drug discovery, molecular chemistry. I drew and calculated a simple GCN entirely by hand. Goal: run a two-layer GCN, then a small classifier, on a five-node graph, filling in every cell yourself. 1. Given A graph of five nodes, A to E, with edges between some of them. 2. Adjacency matrix (neighbors) Put a 1 wherever two nodes share an edge, in both directions. 3. Adjacency matrix (self) Add 1s down the diagonal, one self-loop per node. That is just adding the identity matrix. 4. Messages Multiply each node's embedding by the weights and biases, then ReLU. Negatives become 0. 5. Pooling Multiply the messages by the adjacency matrix. Each node gathers the messages of its neighbours and itself. 6. Visualize Node A pools [3,0,1] + [1,0,0] = [4,0,1]. 7. Second GCN layer Messages again: weights, biases, ReLU. 8. Pooling again Pool over each node and its neighbours, once more. 9. Visualize Node C pools [1,2,4] + [1,3,5] + [0,0,1] = [2,5,10]. 10. Fully connected layer Weights, biases, ReLU. This time there are no neighbours to pool, just the node itself. 11. Linear layer One more: weights and biases. 12. Sigmoid Squash each score to a probability (≥ 3 → 1, 0 → 0.5, ≤ -3 → 0). That is the classification for each node. You have just classified every node in the graph by hand. ✍️ The outputs: A: 0 (very unlikely) B: 1 (very likely) C: 1 (very likely) D: 1 (very likely) E: 0.5 (neutral) The takeaway: a GCN layer is two parts. The top part pools each node with its neighbours through the adjacency matrix. The bottom part is an MLP that transforms each node on its own. A transformer layer has the same two parts, with an attention matrix where the adjacency matrix was. Both matrices do one job, mixing across positions: attention over tokens, adjacency over nodes. In my class I call the GCN the transformer's little cousin: a bit more stubborn, because its attention is fixed by the graph rather than computed from Q, K, and V. Draw the two side by side and the resemblance is hard to miss. 💾 Save this post! #AIbyHand #GraphNeuralNetworks #DeepLearning

Tom Yeh

16,800 views • 1 month ago