Compute Finance @computefinx
Mostly yappin about compute infra finance Joined February 2016-
Tweets932
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Followers218
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Following2K
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@rauchg Also applies for Knicks fans rn
@andrewmccalip You should scale this to busses and billboards. No more highway tolls. Toll booths pay you.
@IanCutress @dylan522p @SemiAnalysis_ @eetimes @sallywf @vikramskr @austinsemis @semidoped Dying that Asianometry, SemiAnalysis, and Serve the Home spell out ass lmao
@JDofLondon @0xSero Fable is a 175 IQ easily. It’s not sad, it’s practical!
@TBU12345678 @insane_analyst Can you open up DMs?
@TBU12345678 @insane_analyst Not something I’m that close to but love the opportunity for TSEM. Going to DM on this
@chipflare @TBU12345678 @insane_analyst This is my fav space for opportunity currently. Share prices are up across the board but the fundamental opportunities look like they can go much higher + margin improvement from volume
@bubbleboi @labubu_trader It’s all about EMIB-T. EMIB’s issues are routing power around the bridge. EMIB-T solves that and should actually be a real step forward vs EMIB which mainly just catches them up to CoWoS
@andrewmccalip How do you go about building something like this? Mind open-sourcing it?
@EnoReyes This is amazing and likely implies a roadmap of further cost savings over time as the orchestration model is able to find more opportunities for prompt caching as it builds data context on each user
@EnoReyes Is this done via a lightweight orchestration model that runs over the top and manages the project in real time, mostly pre-programmed policies that partitions the project into different model pipelines ahead of time, or some hybrid version of the two?
@EnoReyes Man this is amazing. Tell me more. Huge fan of this
@ivanburazin @daytonaio How does this change the capex formula as the business scales though? Higher ratio of local NVMe sounds expensive
@ohlennart Because it isn’t. It’s somewhere between an overstatement and outright lie
@esidery @ShamsCharania If the Clippers offer pick 5, a future 1st, Mathurin, and salary filler - does that get done?
@ivanburazin How is memory management handled though? Is the prior context and environment compressed at all, or does it just balloon the underlying model memory usage?
@TheCohencidence The Earth is healing
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Lorimer Ventures @LorimerVentures
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