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21:56
Jun 11
@demian_ai
@LukasKiemer Ahah thank you sir 🫡
21:18
Jun 11
@demian_ai
https://t.co/9L1v5MGEs0
18:24
Jun 11
@demian_ai
@daniel_koss Aka the most appropriate name an AI cloud company employee could have
12:44
Jun 11
@demian_ai
@RJCcapital it's NFT times all over again
11:29
Jun 11
@demian_ai
@citrini Word
23:23
Jun 10
@demian_ai
@AdolfoUsier true ♻️
23:11
Jun 10
@demian_ai
On open source models: every version of the "AI margins collapse" argument rests on one assumption almost nobody states: that frontier grade…
21:53
Jun 10
@demian_ai
@Frenchie_ @damnang2 @asymmetryenjyr @JonkooTrades @CKCapitalxx @KevInvestingYT @ParadisLabs @PhotonBull @wliang @ren_stocks @Gubloinvestor …
21:11
Jun 10
@demian_ai
@SemiAnalysis_ why you do wemby dirty like that 😭
21:04
Jun 10
@demian_ai
Going back to codex after the Fable shitstorm: https://t.co/1nTlBgHBkA
17:46
Jun 10
@demian_ai
@kimmonismus that guy is the final boss
17:43
Jun 10
@demian_ai
@aphexinvests Never disappoints
17:38
Jun 10
@demian_ai
@dubiousnoob 🌕
17:38
Jun 10
@demian_ai
@phil_rechberg the schrodinger note
17:21
Jun 10
@demian_ai
be the SemiAnalysis note jan 2026 supply chain degens check HBM4 samples $MU pin speeds are actually cooked reduce their Rubin share to zero…
MU
LOW
15:55
Jun 10
@demian_ai
@mvcinvesting The legend!
12:38
Jun 10
@demian_ai
@eliebakouch evil work
07:46
Jun 10
@demian_ai
@spinnypencil Thanks Henry!
03:30
Jun 10
@demian_ai
pov: me while Claude Fable does the actual work https://t.co/gt5T3KU1SW
23:29
Jun 09
@demian_ai
@elder_plinius https://t.co/3OZZugU2Dm
23:26
Jun 09
@demian_ai
@citrini i was waiting for this take, thank you. Or maybe i'm one shotted
22:44
Jun 09
@demian_ai
@marjanul78 training + inference
22:27
Jun 09
@demian_ai
@zcelestialbaby @nebiusai yeah i do agree, and mangos sounds more fun
22:26
Jun 09
@demian_ai
@JorgoStefanidis always a fun time doing it, thanks for the feedback!
22:18
Jun 09
@demian_ai
a few words on the HBM/DRAM story, memory makers, how far current inference optimizations can go, who’s positioned well, and what changes on…
22:17
Jun 09
@demian_ai
https://t.co/sQQWW1aX6m
22:12
Jun 09
@demian_ai
@dubiousnoob @nebiusai hmm not sure about that one 🤪
21:51
Jun 09
@demian_ai
@Cusefriars @nebiusai 📡
21:23
Jun 09
@demian_ai
@Majdaxxx @nebiusai only if you have a killer meme game
21:08
Jun 09
@demian_ai
actual new world order @nebiusai https://t.co/3WOXIiSyIk
14:55
Jun 09
@demian_ai
@sundeep Makes sense, real benchmarking = tokenmaxxing
13:29
Jun 09
@demian_ai
@julien_c not it's awful ahah, but my point was more around the fact i have limited expectations for this update 🥲
13:18
Jun 09
@demian_ai
@julien_c For once the fomo is limited on this one
13:16
Jun 09
@demian_ai
@ClementDelangue @julien_c @arcee_ai Congratulations!! Impressive as always
11:31
Jun 09
@demian_ai
@ChristianL_opez Thanks!
08:35
Jun 09
@demian_ai
@bernardoinvest1 gains like this definitely make the existing HBM go further, but they don’t eliminate the need for more of it imo
08:33
Jun 09
@demian_ai
@KayhanB21 Exactly
08:33
Jun 09
@demian_ai
@blackswan_vix Which ones would you need?
21:26
Jun 08
@demian_ai
@neelmaster Yes, will definitely be interesting to look into it
21:26
Jun 08
@demian_ai
@softmaxedx Valid concern. A lot of that tooling is built on top of these models and could switch though. But that kind if value capture may…
18:51
Jun 08
@demian_ai
@CaesarCapitalz 🐧
18:51
Jun 08
@demian_ai
@ONaorinhio No problem!
18:50
Jun 08
@demian_ai
@GOBLINCLAN2025 Duely noted! And thanks for the feedback 👀
17:27
Jun 08
@demian_ai
@venturemanny it's there :) https://t.co/8gOgW5asx8
17:23
Jun 08
@demian_ai
I added 12 names to https://t.co/ziJFQkgrbX today (after numerous requests). pattern is pretty simple: HBM / packaging $FORM, $Q fab inspect…
SMTC CLFD PENG SOLS FORM
LOW
16:51
Jun 08
@demian_ai
@AmnonTamsut @TheAhmadOsman For general bench scores you can check https://t.co/sRom8sAkzC or artificialanalysis
16:36
Jun 08
@demian_ai
@FantasyManDan had fun cooking this!
16:16
Jun 08
@demian_ai
@Frenchie_ Un coup de ciseaux ✂️ ahahha
16:08
Jun 08
@demian_ai
@Frenchie_ mon bot est arrivé a la meme conclusion que toi ahah https://t.co/TIGkJGDe7H
15:50
Jun 08
@demian_ai
@clockworksantos thank you!