创业板指大涨2%背后：存储芯片与稀土板块领涨，政策面暖风频吹

I'd expect unified memory architectures (Apple M-series, AMD Ryzen AI series, etc) to be the future of local inference, not GPU cards.

$AMD $INTC $RXT if you see my few of DD way early and returns it had provided. Stop listening to fools who don’t have any idea transformative deal with $AMD and $PLTR means for RXT which already turned profitable last qtr with 2.7b$ ARR and with new deal can reach 20b$ in next 5 yrs. PT 40$ is reasonable

You can bootstrap from your custom ISO with some embedded starter key, upload ISO, loads into RAM and opens SSH, connect and run a playbook to encrypt the root drive where you deploy your OS with your SSH key. If you went with encrypted root, you might need to enter pass via console, or dropbear server in a pre-boot env you connect to via SSH to enter the key if you dont trust …

Honestly surprised to hear that GPT OSS 20B runs slow on mac hardware. It's absolutely one of the fastest models I've run on local GPUs for its size, but only tried Nvidia cards. Edit: TIL it is MoE and only has 3.6B active, explains a lot.

$MU $AMD $INTC $NVDA deepseek?

I hate the AI writing but this is probably right. - There are a number of competitors for hardware, from Microsoft, Meta, Google, and Amazon. Those are mostly serving internal needs today, but Amazon and Google tend to productize their internal products. Other players are also selling chips - the author mentions Broadcom. - Both Google and Apple are doing their best to shift in…

still chugging on Whenish https://apps.apple.com/us/app/whenish/id6745035749! outside of that I started to fiddle around with a cross section of observability and analytics with SDKs...building a little tool to give SDK publishers better insights.

$SPY $QQQ $NVDA $AAPL seems like puts at open. Specific to be disclosed tomorrow

Interesting to see this after the recent post about Chrome’s on-device model using up 4gb of storage, which frustrated a lot of people [1]. I agree local models are great, and it’s cool that Apple has models built in now. But I feel like it basically has to be an OS level feature or users are going to get upset. I’d certainly rather have a small utility call out to OpenAI than …

How long until they turn a constellation into a giant LED billboard, showing commercials for Tesla?

$MSFT $META buy any shit and you can money $AAPL $NVDA $TSLA sucks now 😂😂😂

It confuses people. The same way calling what Tesla does full self driving. What people envision as "full self driving" or "artificial intelligence", and what they actually get are not the same thing. When I hear artificial intelligence, I picture Data from Star Trek, not a hopped up Eliza.