tae kim

Gemini 4 Argon weekly usage quotas are really low. I'm on the Ultra plan & still ran out of my weekly quota in less than two days in Antigravity, despite using it 10 times less than GPT-6.1 Sol, mostly at extra high to max! I like Argon a lot, but the limits are very problematic.

CNBC's David Faber: Leopold Aschenbrenner's Situational Awareness hedge fund has returned to buying and bought call options "hundreds of millions of dollars worth of premium" late last week and early this week. AMD, BE, CRWV, SK Hynix, SNDK. "Call option buying of some significance" "Leo is back!"

Anthropic pre-IPO perpetual futures on Liquid are still trading at an implied valuation above $1.9T. Despite Reuters reporting that some investors are now weighing a $1.5T IPO valuation, Down from earlier expectations of around $2T.

I still remember The Financial Times writing a bizarre negative story on CoreWeave right before the IPO about some minor legal contract issue that wasn't important. What media focuses on can sometimes drive investor sentiment overly negative in the short term (the opposite can also be true! Hello, Virgin Galactic) $CRWV

Anyone who claims Gemini 4 Argon is anywhere near the frontier is spouting bollocks when it cannot dependably pull from Gmail and Google Calendar and put that info together

Congrats to the team! Amazing to run a model of Muse Spark Open's caliber and scale this efficiently, right from your desk. Mac Studio keeps pushing the boundaries of on-device AI!

An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning taekim.substack.com/p/an-interview-with-nvidias-ian-buck-975

An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning taekim.substack.com/p/an-interview-with-nvidias-ian-buck-975

An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning taekim.substack.com/p/an-interview-with-nvidias-ian-buck-975

Cerebras CEO Andrew Feldman reveals OpenAI went with Nvidia for its next generation because its first Cerebras deployment was so successful OpenAI wanted to go vastly wider, and Cerebras just didn’t have the capacity “First, somebody like Sam and Greg, at their level of wealth in 2013, ‘14, ‘15, ‘16, they’re making hundreds and hundreds of angel investments, and they’re doing it at modest amounts, right?" "So I don’t think their position in us moves the dial at all. They did it early, too, in Series A, when the world was different. That’s the first thing." "The second thing is that we won and began deploying GPT-5.6 Sol, and we did that at 750, 800 tokens per second." "There was so much success there that one of the things OpenAI wanted to do was, with the next generation, go vastly wider. And we just didn’t have the capacity for them." "We didn’t have the data centers, and that goes back to your first point. Our deal with them is we put up data centers for them and then put our compute in it and then sell them tokens. And we just didn’t have the capacity.”

Can someone else confirm Anthropic said the $110 billion ARR? Thanks. DMs open. Reuters: “The company is expecting a $110 billion annual revenue run rate by the end of the year, another person who attended the event said.”