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هذا الكمبيوتر المحمول المخصص للألعاب يهيمن على عالم الكمبيوتر المحمول المخصص للألعاب...ها هو تيتان18 This gaming laptop dominates the gaming laptop world...Here comes the Titan 18 HX!

MSI Middle East

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661,262 просмотров • 2 лет назад •via X (Twitter)

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This is easily the best gaming laptop I've ever had: OMEN League of Legends themed laptop. Check it out here: #omensquad #leagueoflegends #ad

This is easily the best gaming laptop I've ever had: OMEN League of Legends themed laptop. Check it out here: #omensquad #leagueoflegends #ad

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This is the real $PENGU game! Imo this is the golden ticket for Pudgy when it comes to the gaming side of the IP. I was surprised to see that many Pudgy Penguin lovers didn't know this has been in the works since 2023. 👇Full walkthrough of the Pudgy World Closed beta TIMESTAMPS: 0:01 - Is this the best Pudgy game? 0:55 - Pudgy world 2023 1:44 - In Game shop, limited collection 3:19 - Character selection and wardrobe 4:19 - Pudgy World UI breakdown 6:12 - World Map 6:47 - Fishing Game 7:54 - Exploring the world 9:40 - Arcade Machine 9:58 - Arcade game 1 gameplay 11:18 - Arcade game 2 gameplay

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cagy | youtube/cagyjan

33,496 просмотров • 1 год назад

Surface Laptop Ultra is the closest Microsoft has ever come to building a no‑compromise performance machine, and the details are interesting to say the least. A full NVIDIA RTX Spark platform, up to 128GB of unified memory, a 15‑inch mini‑LED display hitting 2,000 nits, native Arm gaming progress, and a cooling system built for sustained heavy workloads. What Microsoft and NVIDIA are doing together here raises real questions about where Windows on Arm goes next and how this shifts expectations for pro‑grade laptops. #Surface (1/2)

Surface Laptop Ultra is the closest Microsoft has ever come to building a no‑compromise performance machine, and the details are interesting to say the least. A full NVIDIA RTX Spark platform, up to 128GB of unified memory, a 15‑inch mini‑LED display hitting 2,000 nits, native Arm gaming progress, and a cooling system built for sustained heavy workloads. What Microsoft and NVIDIA are doing together here raises real questions about where Windows on Arm goes next and how this shifts expectations for pro‑grade laptops. #Surface (1/2)

Windows Central

13,939 просмотров • 4 месяцев назад

NVIDIA just built the laptop chip people are already calling the MacBook killer it is called RTX Spark, a single superchip that runs heavy creative work, real gaming, and private on-device AI agents, all on one machine but before you ditch your MacBook, here is the honest part nobody in the hype is telling you: > on raw memory bandwidth, a maxed macbook is actually still ahead, not behind > the RTX Spark laptops are not out yet, they ship this fall, apple is on shelves today > where nvidia truly wins is cuda, real RTX gaming, and 3D, things apple has no answer for > one is the proven machine you can buy now, the other is the more exciting bet for later so no, the macbook is not dead, and no, this is not just hype, the truth sits in between i broke down the full thing, every spec, who wins where, and which one is actually yours the honest breakdown is in the article below

NVIDIA just built the laptop chip people are already calling the MacBook killer it is called RTX Spark, a single superchip that runs heavy creative work, real gaming, and private on-device AI agents, all on one machine but before you ditch your MacBook, here is the honest part nobody in the hype is telling you: > on raw memory bandwidth, a maxed macbook is actually still ahead, not behind > the RTX Spark laptops are not out yet, they ship this fall, apple is on shelves today > where nvidia truly wins is cuda, real RTX gaming, and 3D, things apple has no answer for > one is the proven machine you can buy now, the other is the more exciting bet for later so no, the macbook is not dead, and no, this is not just hype, the truth sits in between i broke down the full thing, every spec, who wins where, and which one is actually yours the honest breakdown is in the article below

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🎮 The Blockchain Gaming Revolution is Here: Discover MARBLEX and Its New Strategy! 🚀 we’ll break down how MARBLEX is redefining the future of Web3 gaming. #Web3Gaming With fun as the top priority, a bold new vision, and a fresh face, get ready to dive in! #P2E ➔ What is MARBLEX and why is it reimagining its brand? MARBLEX, the blockchain arm of Netmarble (Top 10 global game publisher), started with a clear mission: to integrate blockchain into gaming. But after rapid growth, they realized something was missing... 👉 The result? A TOTAL rebrand where “Fun Comes First.” ➔ Meet gObY, the new face of MARBLEX 💰 This cheeky goblin embodies the playful and adventurous spirit of the brand. 🔸 It represents freedom, exploration, and exciting adventures in the Web3 world. 🔸 Its motto: gaming shouldn’t be complicated—it should be thrilling and accessible to everyone! ➔ A purpose-driven tagline: “Fun Comes First” 🎉 MARBLEX now places fun and human connections at the center of everything they do. Every game, experience, and interaction will be designed to... ✔️ Be creative ✔️ Be engaging ✔️ And most importantly, be fun! Because at the heart of gaming lies boundless enjoyment. ➔ Accessible design and technology 💻 🟢 Vibrant colors, user-friendly design, and intuitive UX: MARBLEX makes blockchain simple and captivating. No more unattainable concepts or confusing jargon. MARBLEX feels approachable, direct, and ready for everyone. ➔ A journey toward evolution This rebranding journey began and will be completed by Q4 2025. Here are the highlights: 🔹 Mascot, visuals, and tagline ready by Q1 2025. 🔹 Migration to zkEVM to enhance scalability and performance. 🔹 Launch of third-party games and major IP collaborations (Q3 2025). 🔹 Platform-wide updates for simplified services by Q4 2025. ➔ What is MARBLEX aiming to achieve? 🔸 A strong identity: Become a leader in innovation with a unique approach to Web3. 🔸 Accessible gaming: Simplify blockchain and prioritize fun. 🔸 Emotional connection: Build a strong “why” behind every experience. MARBLEX: Where Fun Comes First 💚 This transformation aims to bring magic, creativity, and a human touch to the world of blockchain gaming. Ready to join the adventure?

Crypto DEGENius

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six months ago this wasn't happening on 8gb vram. running unsloth's Q4_K_XL quant of gemma 4 26b-a4b-it-qat, a sparse MoE model with only 4b active params on a single rtx 4060 laptop gpu, 8gb vram, 20+ tok/s decode. no cloud, no api, no offload hacks. just a gaming laptop on battery. what makes it fit: google's QAT (quantization aware training), plus MTP (multi token prediction) support in the latest llama.cpp builds. that combo is the single biggest unlock for local inference on low vram. rtx 3060, rtx 3070, gtx 1070, gtx 1080, rtx 4050, rtx 4060, rtx 5050, rtx 5060 — any 6-8gb consumer gpu, old or new — this model runs on it. world cup season, so i told it to build a soccer themed flappy bird clone. one shot, zero iteration, fully playable. six months ago an 8gb model could barely clone vanilla flappy bird. now it's shipping a themed game from a sparse MoE model running locally on a laptop battery. inference benchmarks: - decode throughput: 30 tok/s - context: 64k. this is the real unlock. 64k ctx is what makes a hermes agent loop viable locally on this model, not just single-turn chat. llama.cpp flags: -m gemma-4-26B-A4B-it-qat-UD-Q4_K_XL.gguf -c 64000 -cmoe --port 8080 game's deployed on my own site, built and shipped end to end with open source llm, zero closed source api dependency in the pipeline. link in the description. gguf weights on huggingface, link in the comments. pull it down, run it on whatever 8gb card is sitting in your rig. try the game and tell me your score and what you want in v2. local llms on consumer gpus stopped being a meme.

six months ago this wasn't happening on 8gb vram. running unsloth's Q4_K_XL quant of gemma 4 26b-a4b-it-qat, a sparse MoE model with only 4b active params on a single rtx 4060 laptop gpu, 8gb vram, 20+ tok/s decode. no cloud, no api, no offload hacks. just a gaming laptop on battery. what makes it fit: google's QAT (quantization aware training), plus MTP (multi token prediction) support in the latest llama.cpp builds. that combo is the single biggest unlock for local inference on low vram. rtx 3060, rtx 3070, gtx 1070, gtx 1080, rtx 4050, rtx 4060, rtx 5050, rtx 5060 — any 6-8gb consumer gpu, old or new — this model runs on it. world cup season, so i told it to build a soccer themed flappy bird clone. one shot, zero iteration, fully playable. six months ago an 8gb model could barely clone vanilla flappy bird. now it's shipping a themed game from a sparse MoE model running locally on a laptop battery. inference benchmarks: - decode throughput: 30 tok/s - context: 64k. this is the real unlock. 64k ctx is what makes a hermes agent loop viable locally on this model, not just single-turn chat. llama.cpp flags: -m gemma-4-26B-A4B-it-qat-UD-Q4_K_XL.gguf -c 64000 -cmoe --port 8080 game's deployed on my own site, built and shipped end to end with open source llm, zero closed source api dependency in the pipeline. link in the description. gguf weights on huggingface, link in the comments. pull it down, run it on whatever 8gb card is sitting in your rig. try the game and tell me your score and what you want in v2. local llms on consumer gpus stopped being a meme.

Alok

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67 is the biggest meme in the world. Here's what comes next. A viral trend that exploded across the planet. Everyone, everywhere, shouting 67. Today that trend becomes something lasting: a world you can wear, play, watch, own, and build together. Built for the ones who break the mold. The mavericks. That's how you onboard the world. With a universe people actually want to be part of. 67 Varsity The classic 67. Universal, everyday, made to be worn anywhere on earth. Schools, cities, countries. 67verse The world that holds it all. Limited drops, stories, collaborations, games, collectibles, digital experiences. 67 Kid The first character born inside the 67verse. A face, a story, and the start of everything still to come. 67 Coin Community-owned, on-chain. The economy of the movement. 67 Map A living map of the movement. Post where you are. Show how you rep 67. 67 Community This belongs to everyone. If you create, sell, post, wear, or build around 67, this is your stage too. Some of it is live today. More rolls out from here: partnerships, gaming, characters, and things no meme has ever attempted. The next great entertainment universe begins today. Welcome to the 67verse. #67to67billion

67 is the biggest meme in the world. Here's what comes next. A viral trend that exploded across the planet. Everyone, everywhere, shouting 67. Today that trend becomes something lasting: a world you can wear, play, watch, own, and build together. Built for the ones who break the mold. The mavericks. That's how you onboard the world. With a universe people actually want to be part of. 67 Varsity The classic 67. Universal, everyday, made to be worn anywhere on earth. Schools, cities, countries. 67verse The world that holds it all. Limited drops, stories, collaborations, games, collectibles, digital experiences. 67 Kid The first character born inside the 67verse. A face, a story, and the start of everything still to come. 67 Coin Community-owned, on-chain. The economy of the movement. 67 Map A living map of the movement. Post where you are. Show how you rep 67. 67 Community This belongs to everyone. If you create, sell, post, wear, or build around 67, this is your stage too. Some of it is live today. More rolls out from here: partnerships, gaming, characters, and things no meme has ever attempted. The next great entertainment universe begins today. Welcome to the 67verse. #67to67billion

67

11,187 просмотров • 2 месяцев назад

i'm running a 397 billion parameter model on a amd ai max box that sits on my desk and pulls less power than a gaming laptop. the model is Nex-N2-Pro, 397B-A17B, the open weight release people are putting next to gpt-5.5 on coding. i have it quantized to IQ1_M, 1.75 bits per weight, 90gb of weights loaded into the 128gb of unified memory on amd's strix halo igpu. watch the gpu in this recording. it spikes, it sustains, it does not fall over. that is the part the spec sheets never show you, not just that a 400b model loads, but that an integrated graphics chip holds the load and generates token after token, stable, no crash, no thermal cliff. and it is not a slideshow. roughly 18 tokens a second, faster than you can read. a frontier scale model producing usable output, fully local. no datacenter, no rented h100s, no api key, no permission. three years ago a model this size meant a server room and a budget to match. tonight it is a quiet box on my desk. this is the accessible tier almost nobody benchmarks honestly, and it is further along than the timeline thinks. the full breakdown is coming, rocm vs vulkan on this chip, and this little amd box head to head against the nvidia equivalent. stay tuned.

i'm running a 397 billion parameter model on a amd ai max box that sits on my desk and pulls less power than a gaming laptop. the model is Nex-N2-Pro, 397B-A17B, the open weight release people are putting next to gpt-5.5 on coding. i have it quantized to IQ1_M, 1.75 bits per weight, 90gb of weights loaded into the 128gb of unified memory on amd's strix halo igpu. watch the gpu in this recording. it spikes, it sustains, it does not fall over. that is the part the spec sheets never show you, not just that a 400b model loads, but that an integrated graphics chip holds the load and generates token after token, stable, no crash, no thermal cliff. and it is not a slideshow. roughly 18 tokens a second, faster than you can read. a frontier scale model producing usable output, fully local. no datacenter, no rented h100s, no api key, no permission. three years ago a model this size meant a server room and a budget to match. tonight it is a quiet box on my desk. this is the accessible tier almost nobody benchmarks honestly, and it is further along than the timeline thinks. the full breakdown is coming, rocm vs vulkan on this chip, and this little amd box head to head against the nvidia equivalent. stay tuned.

Sudo su

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We’re breaking down barriers with Sophon to bring consumer entertainment onchain 📺 Sophon will use Avail DA and Avail’s custom Light Clients to provide the scale to meet the new era of onchain entertainment. Lightweight, fast, secure infrastructure - for all consumer applications. More below 👇 Sophon is a user-friendly ecosystem for entertainment apps that aims to enrich the digital world—covering gaming, social media, art, AI, prediction markets, and more. A key feature of this partnership is the integration of Avail's Light Client technology. Sophon will use its own branded light nodes that enable users to verify transactions directly from their phone or laptop, without relying on a centralized RPC provider or someone else’s full node. This makes decentralized applications secure, trust minimised and accessible for users and and cost-effective for builders. Avail's modular Data Availability (DA) layer will be a crucial component of Sophon’s platform. With Avail, Sophon ensures that a broad range of entertainment apps can be run securely, with scalable data availability, fast transaction finality, and sub-second completion times for users. This collaboration aligns modular scaling technologies to unlock ultra-fast transactions, low fees, and expansive decentralized entertainment applications. Your network, your rules powered by Avail Read more about the integration here:

We’re breaking down barriers with Sophon to bring consumer entertainment onchain 📺 Sophon will use Avail DA and Avail’s custom Light Clients to provide the scale to meet the new era of onchain entertainment. Lightweight, fast, secure infrastructure - for all consumer applications. More below 👇 Sophon is a user-friendly ecosystem for entertainment apps that aims to enrich the digital world—covering gaming, social media, art, AI, prediction markets, and more. A key feature of this partnership is the integration of Avail's Light Client technology. Sophon will use its own branded light nodes that enable users to verify transactions directly from their phone or laptop, without relying on a centralized RPC provider or someone else’s full node. This makes decentralized applications secure, trust minimised and accessible for users and and cost-effective for builders. Avail's modular Data Availability (DA) layer will be a crucial component of Sophon’s platform. With Avail, Sophon ensures that a broad range of entertainment apps can be run securely, with scalable data availability, fast transaction finality, and sub-second completion times for users. This collaboration aligns modular scaling technologies to unlock ultra-fast transactions, low fees, and expansive decentralized entertainment applications. Your network, your rules powered by Avail Read more about the integration here:

Avail

97,417 просмотров • 1 год назад

EVERYONE'S BUYING THE M4 MAC MINI AS A CHEAP DESKTOP. HERE'S WHY IT ENDS UP UNUSED. the pitch is irresistible: a tiny mac that runs cool, quiet, and cheap. then the receipt shows up. the mac mini ships with no screen, no keyboard, no mouse. add a monitor, a decent keyboard and mouse, and more storage, and the "$799 mac" is past $1,000 fast. and macos isn't windows. if your world is gaming, specific windows apps, or the setup you already know, the mini fights you the whole way. that's how so many end up back on a pc, the mini in a drawer. so what is the mac mini actually great at? not being your main desktop. it's the box you never look at. headless in a corner, it's a near-silent always-on server: run local ai models on it, host your automations, keep your files, and reach it from the laptop you already use. it earns its keep by disappearing. the honest turn: the mac mini isn't a cheap desktop. it's a cheap server pretending to be one. buy it for the job it's quietly brilliant at, not the one the ads imply. want a main computer? price the whole setup first. want a silent little box that runs ai and never bothers you? this is the one. no monitor in the box, no keyboard, no "just $599". save this before you buy the sticker price instead of the real one.

EVERYONE'S BUYING THE M4 MAC MINI AS A CHEAP DESKTOP. HERE'S WHY IT ENDS UP UNUSED. the pitch is irresistible: a tiny mac that runs cool, quiet, and cheap. then the receipt shows up. the mac mini ships with no screen, no keyboard, no mouse. add a monitor, a decent keyboard and mouse, and more storage, and the "$799 mac" is past $1,000 fast. and macos isn't windows. if your world is gaming, specific windows apps, or the setup you already know, the mini fights you the whole way. that's how so many end up back on a pc, the mini in a drawer. so what is the mac mini actually great at? not being your main desktop. it's the box you never look at. headless in a corner, it's a near-silent always-on server: run local ai models on it, host your automations, keep your files, and reach it from the laptop you already use. it earns its keep by disappearing. the honest turn: the mac mini isn't a cheap desktop. it's a cheap server pretending to be one. buy it for the job it's quietly brilliant at, not the one the ads imply. want a main computer? price the whole setup first. want a silent little box that runs ai and never bothers you? this is the one. no monitor in the box, no keyboard, no "just $599". save this before you buy the sticker price instead of the real one.

RetroChainer

14,184 просмотров • 2 месяцев назад

#HappyDiwali Crypto Fam! Here are my TOP 10 picks for this Diwali: 👇 ( FREE $500 INSIDE ) 1️⃣ Bitcoin ( $BTC) Bitcoin remains the front-runner, and for good reason. With a proven track record, it's more than just the first crypto; it’s digital gold. And with a hard cap of 21 million BTC, the scarcity factor is huge. With hash rates soaring and forecasts hitting $90K by year-end, BTC remains the go-to anchor for crypto portfolios. 2️⃣ TRON DAO ( $TRX ) TRON is bringing decentralized applications (dApps) into the mainstream. With recent partnerships and growing adoption in DeFi & now a hub for memecoin creation, TRX is positioned for significant traction. If you're looking for a crypto with a strong user base and robust network, Tron is worth your attention 3️⃣ Aptos ( $APT) Aptos is built for scalability. Even though it’s faced market challenges, Aptos has a solid foundation and a loyal community. The team is dedicated to continuous development, and many believe it’s on the verge of a strong comeback, especially if the alt season trend picks up momentum. 4️⃣ Sui ( $SUI) Sui’s architecture is purpose-built for high throughput—ideal for gaming and apps that need low latency. It's one of those projects with a clear use case that aligns with real-world demand. As gaming on blockchain gains traction, Sui could be an early leader. 5️⃣ TON Coin ( $TON ) The Telegram connection gives Toncoin a serious advantage: instant access to Telegram’s massive user base. This integration could turn Ton into a favourite for easy, fast crypto transactions. Major investors are eyeing it, making it one of the more intriguing assets this season. 6️⃣ THORChain ( $RUNE ) One of the most exciting aspects of crypto today is the idea of interoperability, and that’s where THORChain comes in. RUNE powers a system where you can swap assets across different chains directly—no need for a centralized exchange. With DeFi picking up steam, THORChain is well-positioned to be a leader in cross-chain liquidity. 7️⃣ Propy ( $PRO ) Propy is making real estate transactions seamless with blockchain tech. It’s bringing transparency and efficiency to an industry ripe for disruption. For those who believe in real-world applications of blockchain, Propy has solid fundamentals and a clear growth path. 8️⃣ QORPO WORLD ( $QORPO ) As blockchain gaming grows, QORPO World is creating something that gamers have been waiting for—a unified platform that integrates gaming, NFTs, and esports in a single ecosystem. Whether you’re there for the games, the tokens, or the community, QORPO World has something different to offer— that’s why it’s worth paying attention to. 9️⃣ MANTRA | The EVM L1 for RWAs ( $OM ) MANTRA offers DeFi that’s simple, accessible, and community-governed. OM holders get a direct say in decisions, from staking options to project development. Recent price rebounds and a community-first model make it one of the most appealing DeFi projects right now. 🔟 Liberland Dollar ( $LLD ) The Liberland Dollar is the official currency of Liberland, a micronation built on libertarian values. This one’s a bold play, driven by a unique community vision. It’s a niche asset, but if you’re interested in freedom-oriented projects, LLD is a compelling option. Check the comments for the $500 Giveaway! Make sure to follow me Evan Luthra for more such content!

#HappyDiwali Crypto Fam! Here are my TOP 10 picks for this Diwali: 👇 ( FREE $500 INSIDE ) 1️⃣ Bitcoin ( $BTC) Bitcoin remains the front-runner, and for good reason. With a proven track record, it's more than just the first crypto; it’s digital gold. And with a hard cap of 21 million BTC, the scarcity factor is huge. With hash rates soaring and forecasts hitting $90K by year-end, BTC remains the go-to anchor for crypto portfolios. 2️⃣ TRON DAO ( $TRX ) TRON is bringing decentralized applications (dApps) into the mainstream. With recent partnerships and growing adoption in DeFi & now a hub for memecoin creation, TRX is positioned for significant traction. If you're looking for a crypto with a strong user base and robust network, Tron is worth your attention 3️⃣ Aptos ( $APT) Aptos is built for scalability. Even though it’s faced market challenges, Aptos has a solid foundation and a loyal community. The team is dedicated to continuous development, and many believe it’s on the verge of a strong comeback, especially if the alt season trend picks up momentum. 4️⃣ Sui ( $SUI) Sui’s architecture is purpose-built for high throughput—ideal for gaming and apps that need low latency. It's one of those projects with a clear use case that aligns with real-world demand. As gaming on blockchain gains traction, Sui could be an early leader. 5️⃣ TON Coin ( $TON ) The Telegram connection gives Toncoin a serious advantage: instant access to Telegram’s massive user base. This integration could turn Ton into a favourite for easy, fast crypto transactions. Major investors are eyeing it, making it one of the more intriguing assets this season. 6️⃣ THORChain ( $RUNE ) One of the most exciting aspects of crypto today is the idea of interoperability, and that’s where THORChain comes in. RUNE powers a system where you can swap assets across different chains directly—no need for a centralized exchange. With DeFi picking up steam, THORChain is well-positioned to be a leader in cross-chain liquidity. 7️⃣ Propy ( $PRO ) Propy is making real estate transactions seamless with blockchain tech. It’s bringing transparency and efficiency to an industry ripe for disruption. For those who believe in real-world applications of blockchain, Propy has solid fundamentals and a clear growth path. 8️⃣ QORPO WORLD ( $QORPO ) As blockchain gaming grows, QORPO World is creating something that gamers have been waiting for—a unified platform that integrates gaming, NFTs, and esports in a single ecosystem. Whether you’re there for the games, the tokens, or the community, QORPO World has something different to offer— that’s why it’s worth paying attention to. 9️⃣ MANTRA | The EVM L1 for RWAs ( $OM ) MANTRA offers DeFi that’s simple, accessible, and community-governed. OM holders get a direct say in decisions, from staking options to project development. Recent price rebounds and a community-first model make it one of the most appealing DeFi projects right now. 🔟 Liberland Dollar ( $LLD ) The Liberland Dollar is the official currency of Liberland, a micronation built on libertarian values. This one’s a bold play, driven by a unique community vision. It’s a niche asset, but if you’re interested in freedom-oriented projects, LLD is a compelling option. Check the comments for the $500 Giveaway! Make sure to follow me Evan Luthra for more such content!

Evan Luthra

94,127 просмотров • 1 год назад

🚨 I just built a game with an open-source AI model. And honestly… I didn’t expect it to be this capable. Tencent Hunyuan just released Hy4 preview, and it’s already pushing into the top tier of open-source models. Three major releases in six months. That pace is crazy. Here’s what Hy4 preview brings: → 770B total parameters → 49B active parameters → 1M+ token context window → Fully open-source But the numbers aren’t even the most interesting part. Hy4 preview was built around one goal: real-world productivity. Coding. Engineering. Office work. Science. Gaming. Finance. Security. And Tencent didn’t build it in isolation. Hy4 preview was co-designed alongside real products like WorkBuddy, using expertise and real-world data from across Tencent’s ecosystem. So I decided to test it the way I actually like testing AI models: I gave it a game idea and let WorkBuddy help turn it into a playable experience. 🎮 From the initial concept to the actual game logic, it was surprisingly smooth. And the benchmark results back up the hype: 163 internal experts 203 engineering tasks Hy4 preview — 2.99/4 Kimi K3 — 2.94/4 GLM 5.3 — 2.92/4 It also beats GLM 5.2 on benchmarks and comes remarkably close to GLM 5.3. Then comes the part I really like: 💰 ¥6/M input tokens 💰 ¥18/M output tokens 💰 ¥0.30/M cache hits Flagship-level capability without the flagship-level price. And right now, you can try Hy4 preview FREE through WorkBuddy for the next two weeks. If you’re curious what it can actually do, don’t just read the benchmarks. Build something with it. 🔗 Tencent Hy Tencent AI

🚨 I just built a game with an open-source AI model. And honestly… I didn’t expect it to be this capable. Tencent Hunyuan just released Hy4 preview, and it’s already pushing into the top tier of open-source models. Three major releases in six months. That pace is crazy. Here’s what Hy4 preview brings: → 770B total parameters → 49B active parameters → 1M+ token context window → Fully open-source But the numbers aren’t even the most interesting part. Hy4 preview was built around one goal: real-world productivity. Coding. Engineering. Office work. Science. Gaming. Finance. Security. And Tencent didn’t build it in isolation. Hy4 preview was co-designed alongside real products like WorkBuddy, using expertise and real-world data from across Tencent’s ecosystem. So I decided to test it the way I actually like testing AI models: I gave it a game idea and let WorkBuddy help turn it into a playable experience. 🎮 From the initial concept to the actual game logic, it was surprisingly smooth. And the benchmark results back up the hype: 163 internal experts 203 engineering tasks Hy4 preview — 2.99/4 Kimi K3 — 2.94/4 GLM 5.3 — 2.92/4 It also beats GLM 5.2 on benchmarks and comes remarkably close to GLM 5.3. Then comes the part I really like: 💰 ¥6/M input tokens 💰 ¥18/M output tokens 💰 ¥0.30/M cache hits Flagship-level capability without the flagship-level price. And right now, you can try Hy4 preview FREE through WorkBuddy for the next two weeks. If you’re curious what it can actually do, don’t just read the benchmarks. Build something with it. 🔗 Tencent Hy Tencent AI

Aryan Rakib

63,296 просмотров • 21 дней назад

Someone ran Claude Code on a beach where any device overheats and that spot suddenly turned out to be the best home for the most powerful AI in the world. This is the reMarkable Paper Pro. A paper tablet for notes with no browser and no social media and not a single app. He sat down right on the sand in the open sun and brought up Claude Code on Opus 4.6 over the Claude API on the paper screen and opened his project ~/repos/webs while the waves broke a few steps away. For years every device had the same trouble outside. In direct sun the screen glares and washes out and heats up and instead of your work you see your own reflection. But e-ink does not blast its own light into your face. It reflects the sunlight like the page of a book. And here is what came out of it. The very thing that kills any normal screen outside turned into fuel for this one. The brighter the sun the sharper the picture because it has nothing to glare with and nothing to wash out. And then comes the thing no laptop on a beach will give you. Your eyes do not get tired. You can watch Opus think on max effort for an hour and it reads like a book in the sun and not a backlight you squint into. The picture only comes alive. In bright light it does not fade but turns sharper and higher in contrast than it ever was in a room. The charge lasts for days. E-ink barely touches the battery so there is no outlet anywhere on the sand and the tablet does not care. It weighs as much as a notebook. The whole setup folds into a beach bag like a pad with a pen on top. Everything on the screen is for real. Claude Code v2.1.110 and Opus 4.6 on the Claude API and the project ~/repos/webs open right on the e-ink in the middle of the sand. In my opinion this is the most unexpected home for an AI this year. Not an office with the blinds drawn and not a monitor cranked to full brightness but a quiet sheet of paper on the sand that open sun only makes better and on it the most powerful Claude writes code right on the page like a pen.

Someone ran Claude Code on a beach where any device overheats and that spot suddenly turned out to be the best home for the most powerful AI in the world. This is the reMarkable Paper Pro. A paper tablet for notes with no browser and no social media and not a single app. He sat down right on the sand in the open sun and brought up Claude Code on Opus 4.6 over the Claude API on the paper screen and opened his project ~/repos/webs while the waves broke a few steps away. For years every device had the same trouble outside. In direct sun the screen glares and washes out and heats up and instead of your work you see your own reflection. But e-ink does not blast its own light into your face. It reflects the sunlight like the page of a book. And here is what came out of it. The very thing that kills any normal screen outside turned into fuel for this one. The brighter the sun the sharper the picture because it has nothing to glare with and nothing to wash out. And then comes the thing no laptop on a beach will give you. Your eyes do not get tired. You can watch Opus think on max effort for an hour and it reads like a book in the sun and not a backlight you squint into. The picture only comes alive. In bright light it does not fade but turns sharper and higher in contrast than it ever was in a room. The charge lasts for days. E-ink barely touches the battery so there is no outlet anywhere on the sand and the tablet does not care. It weighs as much as a notebook. The whole setup folds into a beach bag like a pad with a pen on top. Everything on the screen is for real. Claude Code v2.1.110 and Opus 4.6 on the Claude API and the project ~/repos/webs open right on the e-ink in the middle of the sand. In my opinion this is the most unexpected home for an AI this year. Not an office with the blinds drawn and not a monitor cranked to full brightness but a quiet sheet of paper on the sand that open sun only makes better and on it the most powerful Claude writes code right on the page like a pen.

Blaze

89,695 просмотров • 3 месяцев назад

An open-source, onchain creator platform that never says "no" to creativity. If you ask, "Can I build this here?" - the answer is always yes. Learn more about our vision below 🧵 👁 What is TheCreators? 🚪 A collective of artists, builders, and fine memes reshaping the creator economy. We empower creators to go direct-to-market, bypassing traditional gatekeepers. By bringing creativity and commerce onchain, we're unlocking a new era of freedom. But this isn’t new. This is one of the longest plays. - purchased by rskagy.base.eth 👁️🚪 d/acc #BasedCreators ⏹ in 2012 - was a web2 branding and ad agency until 2021 - working for gamestopNFT and onboarding hundreds of thousands of gamestop apes to buy their first NFTs, something changed, leading to a meeting of minds, and a collective mission to deliver on the promises of web3 gaming. to re-convene at a later date, when the time is right. It has since undergone 4 years of trial and error and battle testing to see what works and what doesn't work when it comes to community owned digital worlds. 🌐 Building a Based World What does it mean to build a based world? To us, it means a world where creators own their work, communities thrive and share an ownership stake in their own distribution, and creativity is limitless. Our platform aims to enable anyone to create immersive experiences - games, events, and digital spaces - without barriers. We’re developing: ✅ AI-powered worldbuilding - natural language prompts generate metaverse spaces ✅ Onchain asset discovery, deployment, & interaction from within virtual worlds ✅ No-code & pro-level tools - Unity-based with deep onchain integration ✅ Plug-and-play templates – for rapid creation and customization by novice 3D and game devs. ✅ Maintained by the open source community We're partnered with: 🏰 Guild - enabling their userbase of 4m+ connected wallets to reward their communities with token-gated towns, games, events, drops, & experiences 👏 liquid 💧 / moved to @clanker_world (USED FOR TESTING NOW) - Official metaverse event partner, building Clankercon 2025 for the clanker ecosystem of 100k+ meme token communities 🤖🎮 FARCAST - Superpowering their vision for agentic gaming with minigames and metaverse tech 🐶 Own The Doge 🐶🖼 - Creating lasting, meaningful impact in the world thru memes & onchain culture. Targeting education, gaming, food, & fun. Do Only Good Everyday 🌏 TheCreators is a global movement, with friends in high places ✨ Watch the video in this post to see an overview of one of the first-party games slated to be released on our platform, "Settlers of Ariel," built by TheCreators Studios. Creators will have access to modular templates, AI-assisted customization, and interoperable game elements built by us, and trained using our AI to enable natural language metaverse building. It's all early-stage, but we're moving fast. ClankerCon and other upcoming projects will showcase the first real applications. Then we grow other creators to publish on the platform. ❓How will we select the first creators to be allowed on the platform? What's next? We will be releasing THEO-0, our onchain AI agent as our next development milestone. This agent will actively run a 24/7 campaign to enable people to vouch for their favorite creators via a limited voting process. Vote for creators you like, and they will gain CREATE points, and you will also gain points for voting every day in a streak. Creators with the most points on the leaderboards will be among the first onboarded to the platform, and all creators with points will be invited to take part in Token Generation Events as each season of leaderboards comes to a close. 1. Help us grow as we look forward to launching THEO-0 2. Be ready to start voting for your favorite creators! How do I become a Creator? If you pour your time, energy, and soul into something special - you already are one. If your mission is to reclaim art and culture from corporate algorithms, & make a more based world for our children, you belong here. Join us. 👁🚪

An open-source, onchain creator platform that never says "no" to creativity. If you ask, "Can I build this here?" - the answer is always yes. Learn more about our vision below 🧵 👁 What is TheCreators? 🚪 A collective of artists, builders, and fine memes reshaping the creator economy. We empower creators to go direct-to-market, bypassing traditional gatekeepers. By bringing creativity and commerce onchain, we're unlocking a new era of freedom. But this isn’t new. This is one of the longest plays. - purchased by rskagy.base.eth 👁️🚪 d/acc #BasedCreators ⏹ in 2012 - was a web2 branding and ad agency until 2021 - working for gamestopNFT and onboarding hundreds of thousands of gamestop apes to buy their first NFTs, something changed, leading to a meeting of minds, and a collective mission to deliver on the promises of web3 gaming. to re-convene at a later date, when the time is right. It has since undergone 4 years of trial and error and battle testing to see what works and what doesn't work when it comes to community owned digital worlds. 🌐 Building a Based World What does it mean to build a based world? To us, it means a world where creators own their work, communities thrive and share an ownership stake in their own distribution, and creativity is limitless. Our platform aims to enable anyone to create immersive experiences - games, events, and digital spaces - without barriers. We’re developing: ✅ AI-powered worldbuilding - natural language prompts generate metaverse spaces ✅ Onchain asset discovery, deployment, & interaction from within virtual worlds ✅ No-code & pro-level tools - Unity-based with deep onchain integration ✅ Plug-and-play templates – for rapid creation and customization by novice 3D and game devs. ✅ Maintained by the open source community We're partnered with: 🏰 Guild - enabling their userbase of 4m+ connected wallets to reward their communities with token-gated towns, games, events, drops, & experiences 👏 liquid 💧 / moved to @clanker_world (USED FOR TESTING NOW) - Official metaverse event partner, building Clankercon 2025 for the clanker ecosystem of 100k+ meme token communities 🤖🎮 FARCAST - Superpowering their vision for agentic gaming with minigames and metaverse tech 🐶 Own The Doge 🐶🖼 - Creating lasting, meaningful impact in the world thru memes & onchain culture. Targeting education, gaming, food, & fun. Do Only Good Everyday 🌏 TheCreators is a global movement, with friends in high places ✨ Watch the video in this post to see an overview of one of the first-party games slated to be released on our platform, "Settlers of Ariel," built by TheCreators Studios. Creators will have access to modular templates, AI-assisted customization, and interoperable game elements built by us, and trained using our AI to enable natural language metaverse building. It's all early-stage, but we're moving fast. ClankerCon and other upcoming projects will showcase the first real applications. Then we grow other creators to publish on the platform. ❓How will we select the first creators to be allowed on the platform? What's next? We will be releasing THEO-0, our onchain AI agent as our next development milestone. This agent will actively run a 24/7 campaign to enable people to vouch for their favorite creators via a limited voting process. Vote for creators you like, and they will gain CREATE points, and you will also gain points for voting every day in a streak. Creators with the most points on the leaderboards will be among the first onboarded to the platform, and all creators with points will be invited to take part in Token Generation Events as each season of leaderboards comes to a close. 1. Help us grow as we look forward to launching THEO-0 2. Be ready to start voting for your favorite creators! How do I become a Creator? If you pour your time, energy, and soul into something special - you already are one. If your mission is to reclaim art and culture from corporate algorithms, & make a more based world for our children, you belong here. Join us. 👁🚪

Create on Base ⏹

28,307 просмотров • 1 год назад

CRYPTO INTERVIEW: SUI CO-FOUNDER TALKS MEMECOINS From leading blockchain R&D at Meta to co-founding MystenLabs.sui, evan.sui has seen it all. In this unfiltered conversation with gianinaskarlett, Evan unveils how Sui is rewriting the blockchain rulebook—faster, cheaper, and frictionless. Memecoins, gasless transactions, SMS payments, and Zero-Knowledge logins—this is the future of crypto. 1:25 – “Apple & Meta were just the beginning.” 3:24 – “People thought Sui blew up overnight—it took years.” 5:54 – Sub-1s swaps: Faster than anything you’ve seen 6:52 – Memecoin mania: Sui’s degen wave is here 8:43 – Builders piling in: The dev playground 9:38 – $100M+ grants fueling the next Web3 giants 10:33 – “Sui is the coordination layer for the world.” 14:12 – “Self-custody is foreign to most people.” 17:24 – ZK login—no wallets, no seed phrases—just click 18:35 – Mysticeti upgrade: End-to-end below 1 second 20:41 – $2B TVL: Bitcoin DeFi is next 24:08 – “Crypto by SMS—because data fails, but text doesn’t.” 26:53 – Blockchain becomes invisible 33:01 – Projects paying gas for users: Fees = gone 34:09 – “Legacy chains can’t scale like this.” 35:31 – Products you can’t build on Ethereum 37:27 – “Gaming is our Trojan horse for mass adoption.” 42:59 – Sui x AI Agents: Automation at scale 44:57 – “Sui is impossible to copy.” 47:22 – 2025 roadmap: Buckle up

CRYPTO INTERVIEW: SUI CO-FOUNDER TALKS MEMECOINS From leading blockchain R&D at Meta to co-founding MystenLabs.sui, evan.sui has seen it all. In this unfiltered conversation with gianinaskarlett, Evan unveils how Sui is rewriting the blockchain rulebook—faster, cheaper, and frictionless. Memecoins, gasless transactions, SMS payments, and Zero-Knowledge logins—this is the future of crypto. 1:25 – “Apple & Meta were just the beginning.” 3:24 – “People thought Sui blew up overnight—it took years.” 5:54 – Sub-1s swaps: Faster than anything you’ve seen 6:52 – Memecoin mania: Sui’s degen wave is here 8:43 – Builders piling in: The dev playground 9:38 – $100M+ grants fueling the next Web3 giants 10:33 – “Sui is the coordination layer for the world.” 14:12 – “Self-custody is foreign to most people.” 17:24 – ZK login—no wallets, no seed phrases—just click 18:35 – Mysticeti upgrade: End-to-end below 1 second 20:41 – $2B TVL: Bitcoin DeFi is next 24:08 – “Crypto by SMS—because data fails, but text doesn’t.” 26:53 – Blockchain becomes invisible 33:01 – Projects paying gas for users: Fees = gone 34:09 – “Legacy chains can’t scale like this.” 35:31 – Products you can’t build on Ethereum 37:27 – “Gaming is our Trojan horse for mass adoption.” 42:59 – Sui x AI Agents: Automation at scale 44:57 – “Sui is impossible to copy.” 47:22 – 2025 roadmap: Buckle up

0xMarioNawfal

401,329 просмотров • 1 год назад

نحن لا نتشكل في لحظات اليقين، بل في لحظات الاختيار. ليس عندما يكون الطريق واضحًا، بل عندما يكتنفه الشك، ومع ذلك نواصل السير. تعلمت أن النمو لا يبدأ بالمعرفة، بل بالتساؤل — بالبقاء فضوليًا على قيد الدهشة في عالم يصر على قولبة الأشياء. لأن التقدم ليس سعيًا فرديًا، بل وعد مشترك. وفي HEC Paris، وجدت مكانًا يُحترم فيه هذا الوعد. وسط عقول حادة وقلوب سخية، طرحنا الأسئلة الصعبة، وأعدنا كتابة المسلّمات، وتعلّمنا، وأعدنا التعلُّم. اكتشفنا أن القيادة لا تأتي من الإجابات، بل من شجاعة السؤال. وأن الاستراتيجية مهمة — لكن السكون كذلك. وأن البيانات ضرورية — لكن الحدس لا يقل أهمية. وأن الذكاء بلا تعاطف ما هو إلا حسابات جافة. شكرا لأساتذتنا الذين طالبونا بما هو أكثر من المعرفة — علمتمونا أن الأعمال بلا روح مجرد أرقام، وأن القيادة بلا غاية مجرد تمثيل. وشكرًا لعائلاتنا وشركائنا وأصدقائنا — أنتم من ضحّى معنا، ومن حمل عنا الأعباء لنحمل نحن أحلامنا. هذا الإنجاز يحمل بصمتكم. ولزملائي الأعزاء — كنتم أكثر من دفعة، كنتم كوكبة من النجوم أضاءت لي الدرب في العتمة. ومع دخولنا عالمًا مثقلاً بعدم المساواة، بالنزاعات، والتشريد — دعونا لا نحيد أنظارنا. فلا يمكننا أن نتحدث عن القيادة ونتجاهل الظلم. ولا أن نحتفل بالامتياز دون الاعتراف بحرمانه عن غيرنا. فلتكن قيادتنا حامية للحياة بكل أشكالها الهشة. ولتكن طموحاتنا مقرونة بإنسانيتنا. وليكن نجاحنا في خدمة هدفٍ يتجاوز ذواتنا. فالعالم لا يحتاج إلى سير ذاتية مصقولة بقدر ما يحتاج إلى قلوب حقيقية. قادة لا يوجّههم الربح فقط، بل المبدأ. ابنوا برحمة. وواجهوا بتواضع. ولا تنسوا الأحلام الصامتة التي مهدت هذا الطريق. واحملوا إرثها بكل قوة ووفاء ودون اعتذار. دفعة الدوحة 2025 — وزملاؤنا من دفعة الرياض، بشعلتنا المتقدة، وحكمتنا، وقلوبنا المتّحدة: نحن هنا. ونحن مستعدون. شكرًا لكم. This journey has been one of becoming—shaped not in moments of clarity, but in the choices made when the path was uncertain. Standing here today because of the quiet persistence that has guided me all my life. I wasn’t the loudest voice in the room, but I listened, I wondered, and I grew. Here, among sharp minds and kind hearts, I found more than education—I found a community. We challenged assumptions, rewrote narratives, and supported each other through sleepless nights and soul-stretching questions. I’ve learned that leadership is not about knowing it all—it’s about asking the questions no one else dares to ask. And as we step into a world that aches with injustice and inequality, I carry with me a commitment: to lead with principle, to build with compassion, and to honor the dreams of those who came before us. To my professors, my family, and my classmates—thank you. This achievement is ours. And now, here we are. And we are ready. HEC Paris Business School Qatar Foundation HEC Paris Business SchoolMBA Executive Education #HECGRAD25

نحن لا نتشكل في لحظات اليقين، بل في لحظات الاختيار. ليس عندما يكون الطريق واضحًا، بل عندما يكتنفه الشك، ومع ذلك نواصل السير. تعلمت أن النمو لا يبدأ بالمعرفة، بل بالتساؤل — بالبقاء فضوليًا على قيد الدهشة في عالم يصر على قولبة الأشياء. لأن التقدم ليس سعيًا فرديًا، بل وعد مشترك. وفي HEC Paris، وجدت مكانًا يُحترم فيه هذا الوعد. وسط عقول حادة وقلوب سخية، طرحنا الأسئلة الصعبة، وأعدنا كتابة المسلّمات، وتعلّمنا، وأعدنا التعلُّم. اكتشفنا أن القيادة لا تأتي من الإجابات، بل من شجاعة السؤال. وأن الاستراتيجية مهمة — لكن السكون كذلك. وأن البيانات ضرورية — لكن الحدس لا يقل أهمية. وأن الذكاء بلا تعاطف ما هو إلا حسابات جافة. شكرا لأساتذتنا الذين طالبونا بما هو أكثر من المعرفة — علمتمونا أن الأعمال بلا روح مجرد أرقام، وأن القيادة بلا غاية مجرد تمثيل. وشكرًا لعائلاتنا وشركائنا وأصدقائنا — أنتم من ضحّى معنا، ومن حمل عنا الأعباء لنحمل نحن أحلامنا. هذا الإنجاز يحمل بصمتكم. ولزملائي الأعزاء — كنتم أكثر من دفعة، كنتم كوكبة من النجوم أضاءت لي الدرب في العتمة. ومع دخولنا عالمًا مثقلاً بعدم المساواة، بالنزاعات، والتشريد — دعونا لا نحيد أنظارنا. فلا يمكننا أن نتحدث عن القيادة ونتجاهل الظلم. ولا أن نحتفل بالامتياز دون الاعتراف بحرمانه عن غيرنا. فلتكن قيادتنا حامية للحياة بكل أشكالها الهشة. ولتكن طموحاتنا مقرونة بإنسانيتنا. وليكن نجاحنا في خدمة هدفٍ يتجاوز ذواتنا. فالعالم لا يحتاج إلى سير ذاتية مصقولة بقدر ما يحتاج إلى قلوب حقيقية. قادة لا يوجّههم الربح فقط، بل المبدأ. ابنوا برحمة. وواجهوا بتواضع. ولا تنسوا الأحلام الصامتة التي مهدت هذا الطريق. واحملوا إرثها بكل قوة ووفاء ودون اعتذار. دفعة الدوحة 2025 — وزملاؤنا من دفعة الرياض، بشعلتنا المتقدة، وحكمتنا، وقلوبنا المتّحدة: نحن هنا. ونحن مستعدون. شكرًا لكم. This journey has been one of becoming—shaped not in moments of clarity, but in the choices made when the path was uncertain. Standing here today because of the quiet persistence that has guided me all my life. I wasn’t the loudest voice in the room, but I listened, I wondered, and I grew. Here, among sharp minds and kind hearts, I found more than education—I found a community. We challenged assumptions, rewrote narratives, and supported each other through sleepless nights and soul-stretching questions. I’ve learned that leadership is not about knowing it all—it’s about asking the questions no one else dares to ask. And as we step into a world that aches with injustice and inequality, I carry with me a commitment: to lead with principle, to build with compassion, and to honor the dreams of those who came before us. To my professors, my family, and my classmates—thank you. This achievement is ours. And now, here we are. And we are ready. HEC Paris Business School Qatar Foundation HEC Paris Business SchoolMBA Executive Education #HECGRAD25

شريفة مسلم البرعمي

40,216 просмотров • 1 год назад

AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted... Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just posted its worst share loss in 4 years. Oppo is cutting phone shipments by 20%. Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%. Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan. And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up. His exact words: "We've got two choices: hit the chip wall or make a fab." All of this happened in the last 3 weeks. Same cause. Every single time. AI data centers are buying every memory chip on Earth. And there's nothing left for everyone else. Here's how we got here: 3 years ago, ChatGPT launched and the AI arms race began. Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy. They stopped prioritizing consumer memory. Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers Why? Money. AI memory chips sell for 3-5X the margin of regular RAM. When Google calls offering to buy your entire output at premium pricing, you don't say no. So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps. The numbers from this week are insane: OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output. HBM demand is surging 70% year over year in 2026. HBM now takes 23% of total DRAM wafer production, up from 19% last year. Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries. DRAM prices have surged over 170% since early 2025. DDR5 contract prices are still jumping double digits month over month. And the memory makers? They're printing money. Micron's revenue is expected to more than DOUBLE this fiscal year. SK Hynix sales doubled in 2024 and are on pace to double AGAIN. Samsung just reported quarterly profit nearly tripling. 3 companies. $650 billion in AI spending chasing their products. And they get to name their price. But the collateral damage is everywhere: Every industry that uses memory, which is every industry, is getting squeezed. Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025. Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones. Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months. The PC market could shrink by up to 9% this year according to IDC. Not because people don't want computers. But because they can't afford the memory that goes inside them. And the gaming industry? Sony is seriously considering pushing the next PlayStation to 2028 or 2029. Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable. Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do. Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory. Even the car industry is getting hit... Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide. All because AI companies decided their chatbots needed the memory more than your car does. And this doesn't get better for YEARS. Building a new memory fab takes 3-5 years minimum. Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest. By then, AI demand will have grown even more. Memory makers are already selling their 2027 AND 2028 capacity to AI customers today. There is no supply relief coming. That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof. He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs. Think about that. One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory. If ELON can't get supply, what chance does everyone else have? The AI revolution has a tax. And YOU'RE paying it. Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console. $650 billion in AI spending this year. 3 companies controlling 90% of the memory supply. And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket. The AI boom isn't free. You're subsidizing it every time you buy a piece of technology. And the bill just went up like crazy.

AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted... Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just posted its worst share loss in 4 years. Oppo is cutting phone shipments by 20%. Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%. Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan. And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up. His exact words: "We've got two choices: hit the chip wall or make a fab." All of this happened in the last 3 weeks. Same cause. Every single time. AI data centers are buying every memory chip on Earth. And there's nothing left for everyone else. Here's how we got here: 3 years ago, ChatGPT launched and the AI arms race began. Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy. They stopped prioritizing consumer memory. Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers Why? Money. AI memory chips sell for 3-5X the margin of regular RAM. When Google calls offering to buy your entire output at premium pricing, you don't say no. So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps. The numbers from this week are insane: OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output. HBM demand is surging 70% year over year in 2026. HBM now takes 23% of total DRAM wafer production, up from 19% last year. Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries. DRAM prices have surged over 170% since early 2025. DDR5 contract prices are still jumping double digits month over month. And the memory makers? They're printing money. Micron's revenue is expected to more than DOUBLE this fiscal year. SK Hynix sales doubled in 2024 and are on pace to double AGAIN. Samsung just reported quarterly profit nearly tripling. 3 companies. $650 billion in AI spending chasing their products. And they get to name their price. But the collateral damage is everywhere: Every industry that uses memory, which is every industry, is getting squeezed. Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025. Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones. Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months. The PC market could shrink by up to 9% this year according to IDC. Not because people don't want computers. But because they can't afford the memory that goes inside them. And the gaming industry? Sony is seriously considering pushing the next PlayStation to 2028 or 2029. Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable. Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do. Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory. Even the car industry is getting hit... Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide. All because AI companies decided their chatbots needed the memory more than your car does. And this doesn't get better for YEARS. Building a new memory fab takes 3-5 years minimum. Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest. By then, AI demand will have grown even more. Memory makers are already selling their 2027 AND 2028 capacity to AI customers today. There is no supply relief coming. That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof. He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs. Think about that. One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory. If ELON can't get supply, what chance does everyone else have? The AI revolution has a tax. And YOU'RE paying it. Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console. $650 billion in AI spending this year. 3 companies controlling 90% of the memory supply. And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket. The AI boom isn't free. You're subsidizing it every time you buy a piece of technology. And the bill just went up like crazy.

Ricardo

568,191 просмотров • 7 месяцев назад

UnitedHealth just earned a $3.9 billion bonus from taxpayers. For a job well done, supposedly. The 2026 Medicare Advantage quality bonus payouts are out, and the federal government is handing insurers at least $13.4 billion this year. That is roughly $700 million more than last year, and more than four times what the program paid in 2015. Since 2015, these bonuses have totaled over $87 billion. Now here is the part that should stop you. These are called quality bonus payments. They are supposed to reward plans for delivering better care. But the share of Medicare Advantage members enrolled in a plan that qualifies for the bonus actually fell this year, from 75% down to 68%, the lowest level since 2018. If this program truly tracked quality, a drop like that should shrink the bill. Instead the bill went up. That tells you the giants have not gotten better. They have gotten better at gaming the system. The way you unlock the bonus is by hitting 4 or more stars in the CMS Star Ratings program. Reach that threshold and your federal payments get bumped up. Sounds reasonable until you learn the ratings are scored at the contract level rather than the individual plan level, which makes the number something you can consolidate, manage, and engineer. Critics have been flagging this for years. The Congressional Budget Office estimated that simply ending the quality bonus program would save taxpayers nearly $100 billion over a decade. MedPAC has proposed replacing it outright. I do not work deep in the star rating world, but I have felt its edges at my own counter. A doctor once pushed a patient to leave my pharmacy and go back to a big chain, where she paid about $30 more every single month. Why would a doctor do that? Because independent pharmacies like mine do not always count toward a plan's star measures. Steering her elsewhere helped protect the bonus. She paid more so a giant could chase a check. Needless to say, I am not a fan. Look at who actually cashes these checks. UnitedHealth Group is set to collect $3.9 billion, about 29% of the entire pool, while covering roughly 26% of enrollees. Humana lands around $1.5 billion after its star scores slipped. And the biggest jump per person goes to Kaiser Permanente at an extra $577 per enrollee, because nearly all of its members sit in 4-star-plus plans. At Kaiser's scale, $577 a head adds up fast. So here is my honest question. This is a quality bonus. Reviews of the research keep finding little evidence that Medicare Advantage members actually receive meaningfully better care than people in traditional Medicare. Did any of you notice $13 billion worth of better care this year? Or did all these bonuses add up to nothing for the actual patient? And remember where the money comes from. Taxpayers fund it, and it flows through in premiums and drug costs. When you pay cash at a transparent pharmacy, there is no bonus machine buried in your receipt. You just pay for the medicine.

UnitedHealth just earned a $3.9 billion bonus from taxpayers. For a job well done, supposedly. The 2026 Medicare Advantage quality bonus payouts are out, and the federal government is handing insurers at least $13.4 billion this year. That is roughly $700 million more than last year, and more than four times what the program paid in 2015. Since 2015, these bonuses have totaled over $87 billion. Now here is the part that should stop you. These are called quality bonus payments. They are supposed to reward plans for delivering better care. But the share of Medicare Advantage members enrolled in a plan that qualifies for the bonus actually fell this year, from 75% down to 68%, the lowest level since 2018. If this program truly tracked quality, a drop like that should shrink the bill. Instead the bill went up. That tells you the giants have not gotten better. They have gotten better at gaming the system. The way you unlock the bonus is by hitting 4 or more stars in the CMS Star Ratings program. Reach that threshold and your federal payments get bumped up. Sounds reasonable until you learn the ratings are scored at the contract level rather than the individual plan level, which makes the number something you can consolidate, manage, and engineer. Critics have been flagging this for years. The Congressional Budget Office estimated that simply ending the quality bonus program would save taxpayers nearly $100 billion over a decade. MedPAC has proposed replacing it outright. I do not work deep in the star rating world, but I have felt its edges at my own counter. A doctor once pushed a patient to leave my pharmacy and go back to a big chain, where she paid about $30 more every single month. Why would a doctor do that? Because independent pharmacies like mine do not always count toward a plan's star measures. Steering her elsewhere helped protect the bonus. She paid more so a giant could chase a check. Needless to say, I am not a fan. Look at who actually cashes these checks. UnitedHealth Group is set to collect $3.9 billion, about 29% of the entire pool, while covering roughly 26% of enrollees. Humana lands around $1.5 billion after its star scores slipped. And the biggest jump per person goes to Kaiser Permanente at an extra $577 per enrollee, because nearly all of its members sit in 4-star-plus plans. At Kaiser's scale, $577 a head adds up fast. So here is my honest question. This is a quality bonus. Reviews of the research keep finding little evidence that Medicare Advantage members actually receive meaningfully better care than people in traditional Medicare. Did any of you notice $13 billion worth of better care this year? Or did all these bonuses add up to nothing for the actual patient? And remember where the money comes from. Taxpayers fund it, and it flows through in premiums and drug costs. When you pay cash at a transparent pharmacy, there is no bonus machine buried in your receipt. You just pay for the medicine.

Forest Park Pharmacy

12,226 просмотров • 2 месяцев назад