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Jay @jayparth_

Stay true to yourself San Francisco, CA Joined September 2017
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Jay @jayparth_

6 hours ago

Damn. I was gonna vibe code a website this weekend.

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Anthropic @AnthropicAI

7 hours ago

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of

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Jay @jayparth_

a day ago

Anthropic home page, June 2023 Anthropic home page, June 2026

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Jay @jayparth_

2 days ago

@NWischoff Wow

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Jay @jayparth_

5 days ago

@alessio_joseph @justinstorre Dude you literally just brought back repressed memories

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Jay @jayparth_

5 days ago

@Yourmom32522 @DarioCpx Ewy trades in anticipation of kospi moves - ie this bloodbath was better than what was expected on friday

Jay retweeted
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Tom @TomSzczypka

6 days ago

This implicitly de-risks the #1 bear case for all three memory positions. Chinese Memory ovecapacity tail risk. They barley have enough memory for their own country, let alone flood the world with it The bear thesis has always been: CXMT/YMTC build 300K+ WPM, flood the market with cheap memory, ASPs crash, $SKHynix/ $Samsung/ $MU margins compress. Before China can flood the GLOBAL market, Chinese fabs need to FIRST satisfy Chinese domestic demand. At 180% 3-month price surges, they're not even close. It's almost like @MartinShkreli is pricing memory globally. $MU $DRAM

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Jukan @jukan05

6 days ago

Automotive memory chip prices surge 180% over three months; Chinese EV makers raise prices one after another • The Chinese new energy vehicle market has recently seen a series of price adjustments. Several EV models have either raised their selling prices or reduced existing

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Jay @jayparth_

a week ago

@marshmarigold @brimmingvessel @songyou

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Jay @jayparth_

a week ago

@bubbleboi Thoughts and prayers bro 🙏🕊️

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Jay @jayparth_

2 weeks ago

@boreas_eth @edgebellscore @BullTheoryio Really hope you are joking.

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Jay @jayparth_

2 weeks ago

@aishdoingthings @samarthathreya let’s investigate the tangential action spaces and the local mechanics of a non-euclidean theory of discovery (or non-euclidean adventures in mountain climbing) for the next round

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Jay @jayparth_

2 weeks ago

@Divergent7651 Claude is literally not a risk on entity. Most of what’s here is firmly middle of the curve, the test answer. Consider it for sure but don’t listen to its conclusions

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Jay @jayparth_

3 weeks ago

@kylekuzma @samarthathreya . let’s connect w kyle kuzma on the next round

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Jay @jayparth_

3 weeks ago

@JSeyff @Defiance_ETFs HOHO!!

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Jay @jayparth_

3 weeks ago

@firstadopter To answer this question you have to understand capital flows and whether they exist to support this price action That’s the structural reason for the discrepancy btw

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Jay @jayparth_

3 weeks ago

@bubbleboi Even a god can bleed

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Jay @jayparth_

4 weeks ago

@demian_ai Beard should be grey This is not a young man.

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Jay @jayparth_

4 weeks ago

Nice little earthquake. Teeny tiny one.

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Jay @jayparth_

4 weeks ago

@drewvolpe Luckily there’s bright young people out there building foundation models for patient population

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Jay @jayparth_

4 weeks ago

@matanSF Fire

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Jay @jayparth_

a month ago

@johnfelix123 True

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