kansoku @ekinvtech

圧倒的！！

Claude @claudeai

4 weeks ago

Fable 5 is state-of-the-art on nearly all tested benchmarks, with exceptional performance in software engineering, knowledge work, scientific research, and vision. The longer and more complex the task, the larger Fable 5’s lead over our other models.

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Good take My guess is - demand for intelligence is near infinite - but 80% of workloads will be running on 99% cheaper models within 12-18 months - 20% of workloads will still run on latest gen models where IQ maxing is important (scientific breakthroughs, higher level ochestrator agents?) - rough analogy might be what % of macbooks or gaming PCs sold have the maxed out specs for CPU/GPU, prices are falling much faster than Moore's law here though - this leads me to think the limiting factor will be energy and compute, not better models At Coinbase we're working hard on routing prompts to cheaper models where appropriate, and in some cases have been able to keep costs roughly flat, while token usage continues to grow exponentially.

Tommy @Shaughnessy119

a month ago

The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening - Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs - For real business use you have to move

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@jawwwn_ @60Minutes There is obviously no “degree” you can get from a university that actually teaches you how to make an orbital rocket, as none of the professors know how to do it!

@jawwwn_ @60Minutes I didn’t “think I was qualified”. There was no other choice. No one good would join a rocket startup as chief engineer that they thought was destined for failure.

SpaceX says it accepted less than 2% of engineer applications in 2025.

Sawyer Merritt @SawyerMerritt

a month ago

SpaceX has released its full IPO roadshow presentation that it's showing to investors. Here are some of the most important slides:

keyboard_arrow_left Previous keyboard_arrow_right Next

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SpaceX is the only company building the infrastructure of the future across space, connectivity, and AI → spacexipo.com

x.com/i/article/2061…

国が言っても、実際の船員たちは一度脱出したら、もうホルムズ海峡に行きたくないのでは？

ロイター @ReutersJapan

a month ago

イラン大統領、日本船舶ホルムズ航行支援を表明　首脳電話会談＝国営メディア reut.rs/4amQH7c reut.rs/4amQH7c

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🚀 Space exploration timeline: 1903 — Tsiolkovsky publishes the rocket equation 1904 1905 1906 1907 1908 1909 — Goddard writes first paper on liquid propellants as fuel for rockets 1910 1911 1912 1913 1914 — Goddard patents designs for a liquid-fueled rocket and a multi-stage rocket 1915 1916 1917 1918 1919 — Goddard publishes "A Method of Reaching Extreme Altitudes" 1920 1921 — Goddard begins experiments with liquid oxygen and gasoline rocket engines 1922 1923 — Goddard successfully tests first liquid propellant engine 1924 1925 1926 — Goddard launches world's first liquid-fueled rocket 1927 — VfR (Society for Space Travel) founded in Germany; von Braun joins as a teenager 1928 1929 — Goddard launches rocket carrying first scientific payload (barometer & camera) 1930 1931 — Korolev co-founds GIRD (Group for Study of Reactive Motion) in Moscow 1932 — Von Braun becomes chief engineer of German Army rocket program 1933 — Korolev leads launch of USSR's first liquid-fueled rocket 1934 — Von Braun's A-2 rockets reach 2.4 km altitude 1935 1936 — Korolev designs RP-318, USSR's first rocket-powered aircraft 1937 1938 1939 — Von Braun's A-5 rocket reaches 8 km altitude 1940 1941 1942 — Von Braun's A-4 (V-2) rocket becomes first human-made object to reach space (100 km) 1943 — V-2 production begins; JPL formally established in USA 1944 — V-2 used as weapon against London and Antwerp; first ballistic missile attacks in history 1945 — USA recruits von Braun 1946 — USA and USSR independently begin reverse-engineering V-2 1947 — First animals (fruit flies) launched to space aboard a V-2 1948 — Korolev's R-1 rocket successfully launched 1949 — Albert II, a rhesus monkey, becomes first mammal in space aboard a US V-2 rocket 1950 1951 1952 1953 — Korolev begins design of R-7 1954 — Korolev writes letter to Moscow advocating for an orbital satellite program 1955 — USA announces Project Vanguard 1956 — Von Braun's Redstone rocket successfully tested; R-7 development nears completion 1957 — Korolev's R-7 becomes world's first ICBM; Sputnik 1 — first artificial satellite in orbit; Sputnik 2 carries Laika — first living creature in orbit 1958 — USA launches Explorer 1; NASA founded; first US attempt at Moon probe (Pioneer 0) fails 1959 — Luna 1 (USSR) — first spacecraft to escape Earth's gravity; Luna 2 — first human-made object to reach the Moon; Luna 3 — first photos of Moon's far side 1960 — First weather satellite (TIROS-1) launched by USA; first communications satellite (Echo 1); two Soviet dogs (Belka & Strelka) orbit Earth and return safely 1961 — Gagarin — first human in space, April 12; Alan Shepard — first American in space, May 5 1962 — Mariner 2 — first spacecraft to fly by another planet (Venus); Telstar 1 — first active communications satellite 1963 — Tereshkova — first woman in space 1964 — Ranger 7 — first close-up photographs of the Moon's surface 1965 — Leonov — first spacewalk; Mariner 4 — first close-up images of Mars 1966 — Luna 9 — first soft landing on the Moon; first orbital docking (Gemini 8); Surveyor 1 — first US soft Moon landing 1967 — Apollo 1 fire kills three astronauts; Venera 4 — first probe to enter another planet's atmosphere (Venus) 1968 — Apollo 8 — first crewed mission to orbit the Moon; famous Earthrise photograph 1969 — Apollo 11 — first humans on the Moon; Apollo 12 — second Moon landing 1970 — Apollo 13 — Moon mission aborted after explosion; Luna 16 — first robotic Moon sample return; Lunokhod 1 — first lunar rover 1971 — Salyut 1 (USSR) — first space station; Mariner 9 — first spacecraft to orbit another planet (Mars); Apollo 14 & 15 Moon landings 1972 — Apollo 16 & 17 — final Moon landings; Pioneer 10 launched toward Jupiter; last humans on the Moon 1973 — Pioneer 10 — first spacecraft to fly by Jupiter; Skylab — first US space station 1974 — Mariner 10 — first gravity assist maneuver; first flyby of Mercury

Elon Musk: "If you haven't thought until your brain hurts, then you haven't tried hard enough." Asked what it takes to do things the way he does, Elon Musk (CEO of Tesla and SpaceX) points first to mastering technology. "If you want to do things like me, you have to learn how to be good at technology. So study engineering, physics, that kind of thing. Understand how the world works, and try to be as accurate as possible about that." But knowledge alone isn't the point. The second ingredient is creativity: "Also try to be creative, which means just try to think of things that haven't been done before, but that would probably make the world better." @elonmusk is candid that none of this comes easily. Pairing technical accuracy with genuine originality demands enormous mental effort: "It requires a lot of mental effort to do that. I don't just combo stuff willy-nilly. I mean, occasionally, but it's rare." And that's where his standard for effort comes in. For Musk, the feeling of mental strain is the bar you're supposed to clear: "You really have to think until your brain hurts. If you haven't thought until your brain hurts, then you haven't tried hard enough."

Something I think people don't fully understand is that global oil inventories don't need to hit zero to cause massive price havoc. If the system dips below ~7 billion barrels, circulation seizes up and the energy system fails. Markets will push up prices to avert systemic failure *before* that happens. Trump's war brought us from >8 billion barrels in Feb to ~7.6 billion today. At these prices, if Hormuz stays closed into September, we'd be at ~6.8 billion barrels -- which is below critical levels. Thus, oil prices will spike *before* September to destroy demand and keep inventories intact. That level of spike -- to $150 or even $200/barrel -- will cause "severe economic contraction" in 3Q2026 according to Rapidan, a top-notch shop. In other words, if Trump doesn't make concessions to reopen Hormuz imminently -- and perhaps even if he does! -- we're looking at a global recession. cnb.cx/4eLgoBz

For the first year on record, wind and solar produced more electricity than coal in the U.S.

SpaceX has almost finished writing V1.0 of an in-house AI training stack in C that exact-maps to 220k GB300s with 800G NICs, making heavy use of pipeline parallelism and getting as close to bare metal as possible. The potential speed improvement vs JAX for large training runs is over an order of magnitude.

援軍もない状態で兵糧攻めされてるのに「なん日は持ちます！！」という無能な将軍ムーブだからな。解決策がないのにタイムリミットだけ示されてもなんの価値もない。今回は特に解決策以外はなんの価値もない。

日本経済新聞 電子版（日経電子版） @nikkei

a month ago

世界の原油在庫、｢100日割れ｣目前　日本にも迫る節約要請の波 nikkei.com/article/DGXZQO…

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To finish on this, I think all hell breaks loose at or before we reach 6.5 bln barrel global visible inventories. 2.8 crude linefill and tank bottoms 1.3 crude and products on water (in transit) 2.4 products linefill and distribution channel I'm a touch more optimistic that the JPMorgan / BBG publication, but not by much, at current deficits, shortages can't be avoided in three to four months. Even sooner for products with low inventories and high operational floor caused by the long distances they travel from production to consumption regions, think petchems and certain light ends.

@police_baton 司法が仕事してないレベルとか戦前から何も学べてないのと同じだよね。

社会保障を無くして自分でお金を貯めて運用する方向に向かわないと、利払い費を国民が税金で肩代わりするんだよね。

みんなのFX｜トレイダーズ証券【公式】 @Min_FX

2 months ago

【Dealer's Voice】 🇯🇵長期金利、2.8％へ上昇（10年もの日本国債価格下落）

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あと数ヶ月アジア諸国が原油を中東から調達できない場合、世界の原油の生産量がどっちみち足りずに、アメリカのAI産業の生産量のボトルネックになりそう。珍しくシリコンバレーの人達もここはスルーしてる。

戦争前の国内ナフサ調達 ・中東からの原油輸入で国内精製:40% ・中東からの輸入:40% ・他海外輸入:20% 現在の国内ナフサ調達 ・輸入されてた原油で国内精製:40% ・他海外輸入:60% 問題点 ・原油の備蓄が無くなれば、ナフサは足りなくなる。しかも世界中で同様に足りなくなり奪い合いになる。

@47news_official 検察なんて何できないレベルで縛った方がいいだろ。国益に害することばかりやってる。