Ycucf Ihnivftkd @ydouspy
Joined February 2026-
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Ycucf Ihnivftkd retweeted
Speaking of spot on. Gavin @GavinSBaker was asked in early Jan'25 his prediction for best performing asset class of the year (as @jason references in latest @theallinpod): "I think the companies that make high bandwidth memory. Going back to "we're going to run out of compute," it's actually a pretty shocking stat: high bandwidth memory is a bigger part of NVIDIA's COGS on GPUs than Taiwan Semi is. And today there's two companies that can make it, SK Hynix and Micron. We'll see if Samsung gets their act together. But HBM, it's in NVIDIA GPUs, AMD GPUs, Amazon Trainiums. And particularly in a world of test-time compute and inference being so important, high bandwidth memory is arguably more important than it ever was. And it's been sold out for the last two years. So high bandwidth memory would be my pick."
Ycucf Ihnivftkd retweeted
A free web mentions API? - Yes, please! @Ahrefs just launched Firehose. And it's kind of a big deal. 👉 firehose.com It captures updates from across the web, filters them using rules you define, and delivers results via API (for bots and agents) or a frontend UI (for humans). Under the hood, it's powered by @Ahrefs' massive crawler infrastructure (one of the largest on the web), so the coverage is legitimately impressive. Now that AI has made coding accessible to everyone, there's no excuse not to spin up a free Firehose account and start experimenting. Track brand mentions, monitor competitors, catch keyword trends — whatever you want. Want more ideas? Just feed the API docs to Claude Code and ask it what to build: 👉 firehose.com/api-docs Happy building! P.S. Firehose is free until further notice.
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