ByteDance has published a paper that should make every NVIDIA investor sweat.
They trained an AI that writes CUDA better than humans experts.
They call it CUDA Agent.
And it completely rewrites the economics of AI hardware.
They built a massive agentic reinforcement learning loop. The AI writes a kernel, compiles it, profiles the hardware, analyzes the bottlenecks, and rewrites the code until it's flawless.
It learned how to optimize memory access patterns and hardware tiling strategies that traditional compilers miss.
The results are staggering.
On the industry-standard KernelBench, CUDA Agent completely destroyed traditional compilers.
It delivered code that runs up to 3.2x faster than PyTorch's native execution.
On the hardest, most complex models, it beat the strongest proprietary models in the world—including Claude Opus 4.5 and Gemini 3 Pro, by 40%.
It didn't just match human experts. It started discovering optimizations that static compilers literally cannot see.
Here is why this is a massive threat to NVIDIA.
NVIDIA's dominance relies on the fact that CUDA is incredibly hard to master. Developers get locked in because optimizing code for other chips is too painful.
But if an AI agent can autonomously generate hyper-optimized hardware kernels...
You don't need a team of $500k a year CUDA engineers to build world-class infrastructure.
And if an AI can autonomously master CUDA, it can master AMD's ROCm. Or custom silicon.
The impenetrable software wall protecting NVIDIA's monopoly just got breached by a reinforcement learning loop.
If anyone can automatically squeeze maximum performance out of any chip...
Hardware becomes a commodity.
arxiv.org/html/2602.24286v1
cuda-agent.github.io
github.com/BytedTsinghua-SIA/CUDA-Agent
They trained an AI that writes CUDA better than humans experts.
They call it CUDA Agent.
And it completely rewrites the economics of AI hardware.
They built a massive agentic reinforcement learning loop. The AI writes a kernel, compiles it, profiles the hardware, analyzes the bottlenecks, and rewrites the code until it's flawless.
It learned how to optimize memory access patterns and hardware tiling strategies that traditional compilers miss.
The results are staggering.
On the industry-standard KernelBench, CUDA Agent completely destroyed traditional compilers.
It delivered code that runs up to 3.2x faster than PyTorch's native execution.
On the hardest, most complex models, it beat the strongest proprietary models in the world—including Claude Opus 4.5 and Gemini 3 Pro, by 40%.
It didn't just match human experts. It started discovering optimizations that static compilers literally cannot see.
Here is why this is a massive threat to NVIDIA.
NVIDIA's dominance relies on the fact that CUDA is incredibly hard to master. Developers get locked in because optimizing code for other chips is too painful.
But if an AI agent can autonomously generate hyper-optimized hardware kernels...
You don't need a team of $500k a year CUDA engineers to build world-class infrastructure.
And if an AI can autonomously master CUDA, it can master AMD's ROCm. Or custom silicon.
The impenetrable software wall protecting NVIDIA's monopoly just got breached by a reinforcement learning loop.
If anyone can automatically squeeze maximum performance out of any chip...
Hardware becomes a commodity.
arxiv.org/html/2602.24286v1
cuda-agent.github.io
github.com/BytedTsinghua-SIA/CUDA-Agent
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🇨🇭 Global One SI - Prompt
$IBM just FANTASTIC #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
IBM $IBM is planning to invest over $10 billion in the next five years in an effort to build the first large-scale fault-tolerant quantum computer by 2029.
🇨🇭 Global One SI - Prompt
IBM $IBM is planning to invest over $10 billion in the next five years in an effort to build the first large-scale fault-tolerant quantum computer by 2029.
Reminder that AmpliTech Group $AMPG is the only US-based producer of cryptogenic LNAs that can withstand temperatures of around 4 Kelvin (approx. -273 degrees Celsius).
This is crucial for quantum computers, because qubits must be kept around this temperature to prevent data errors, and this temperature is where almost all LNA hardware fails. $AMPG is the exception.
This is crucial for quantum computers, because qubits must be kept around this temperature to prevent data errors, and this temperature is where almost all LNA hardware fails. $AMPG is the exception.
🇨🇭 Global One SI - Prompt
THE 7 LAYERS OF PHOTONICS 1. Materials & Wafers (substrate layer) $AXTI, $IQE $WOLF, $COHR, $LWLG 2. Tools (fabrication layer) $ASML, $AMAT, $LRCX 3. Lasers (light generation layer) $LITE, $COHR, $LASR, $SMTC 4. Foundries (manufacturing layer) $TSM,…
This is just the beginning for $EOS.AX:
$LASR Market cap: ~$3.5B USD Funded backlog: $161.6M USD -> Paying ~22x backlog
$EOS.AX Market cap: ~A$1.7B Unconditional backlog: A$726M (post-MARSS) -> Paying ~2.3x backlog
EOS has the world's only exported 100kW laser weapon (ITAR free, IP fully owned), a proven counter-drone gun system fielded in active combat, a freshly acquired C2/AI layer via MARSS, and a foot in the door on the next gen Abrams with a ~US$3B TAM.
And the CEO, a former Rheinmetall board member who built Saudi Arabia's national defense champion from scratch. He inherited a company weeks from insolvency in 2022 and has since grown the order book 5x. This is not a typical ASX small cap.
$LASR Market cap: ~$3.5B USD Funded backlog: $161.6M USD -> Paying ~22x backlog
$EOS.AX Market cap: ~A$1.7B Unconditional backlog: A$726M (post-MARSS) -> Paying ~2.3x backlog
EOS has the world's only exported 100kW laser weapon (ITAR free, IP fully owned), a proven counter-drone gun system fielded in active combat, a freshly acquired C2/AI layer via MARSS, and a foot in the door on the next gen Abrams with a ~US$3B TAM.
And the CEO, a former Rheinmetall board member who built Saudi Arabia's national defense champion from scratch. He inherited a company weeks from insolvency in 2022 and has since grown the order book 5x. This is not a typical ASX small cap.
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Chinese AI startup DeepSeek is set to raise about 50 billion yuan ($7.4 billion) in its first funding round from investors including tech firm Tencent and battery giant CATL, people with knowledge of the matter said.
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Me watching a swarm produce a whole agency's worth of work before lunch for the price of a coffee
🇨🇭 Global One SI - Prompt
Opus 4.8 ranks LOWER than GPT 5.4 in third-party intelligence testing (LiveBench). If you think your Claude agents got dumber, you just might be right. No wonder why everyone prefers Codex + GPT...
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Everyone's debating Opus 4.8 benchmarks.
Almost no one's talking about what actually changes your day: how you burn context.
5 calls before every message: /clear · /rewind · /compact · subagent · continue.
Live in Claude Code? Save this
Almost no one's talking about what actually changes your day: how you burn context.
5 calls before every message: /clear · /rewind · /compact · subagent · continue.
Live in Claude Code? Save this
🇨🇭 Global One SI - Prompt
Google's portfolio is insane! Their investments in SpaceX and Anthropic alone could be valued at ~$1T. Even if their competitors "win" the AI race, Google will still benefit massively. Genius play.
Google $GOOGL invested $900M into SpaceX back in 2015 as part of a $1B funding round with Fidelity, securing ~7.5% ownership
SpaceX was valued at ~$10B-$12B when Google invested
SpaceX is now going public at a valuation of ~$1.75 Trillion
Google doesnt still own ~7% of due to dilution but ...
7.5% of the SpaceX IPO is worth
$131.25 Billion
SpaceX was valued at ~$10B-$12B when Google invested
SpaceX is now going public at a valuation of ~$1.75 Trillion
Google doesnt still own ~7% of due to dilution but ...
7.5% of the SpaceX IPO is worth
$131.25 Billion
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🇨🇭 Global One SI - Prompt
$IREN/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
Iren Limited $IREN just announced its plans to build a 800MW data center campus in Bundey, Australia 🇦🇺
This is the first Australian data center project announced by Iren
This is the first Australian data center project announced by Iren
🇨🇭 Global One SI - Prompt
Me watching a swarm produce a whole agency's worth of work before lunch for the price of a coffee
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THIS GUY BUILT A 7-PERSON COMPANY INSIDE CLAUDE CODE
Not employees.
Not VAs.
AI agents working 24/7 from one dashboard.
The setup:
Tara scans Reddit + Twitter for ICP pain signals → 10 buying signals today
Sara turns those signals into cold emails → 311 prospects eligible → 10/10 emails sent today
June writes website content in his voice→ 5 articles queued
Bob backs up the whole system at 3 AM → 9 repos current
Spike watches what breaks before it becomes a problem
Gary logs into GoHighLevel and runs campaigns
Clio handles event ops months before the event
This is the part people will miss:
The money is not “having AI agents.”
The money is selling this as an AI ops system to agencies, coaches, local businesses, real estate teams, SaaS founders, anyone still paying people to:
find leads
write outreach
update CRM
publish content
run campaigns
follow up
check systems
Most businesses don’t need another chatbot.
They need a command center where work gets assigned, tracked, finished, and escalated when a human is needed.
Claude Code can build the first version from one prompt.
Not employees.
Not VAs.
AI agents working 24/7 from one dashboard.
The setup:
Tara scans Reddit + Twitter for ICP pain signals → 10 buying signals today
Sara turns those signals into cold emails → 311 prospects eligible → 10/10 emails sent today
June writes website content in his voice→ 5 articles queued
Bob backs up the whole system at 3 AM → 9 repos current
Spike watches what breaks before it becomes a problem
Gary logs into GoHighLevel and runs campaigns
Clio handles event ops months before the event
This is the part people will miss:
The money is not “having AI agents.”
The money is selling this as an AI ops system to agencies, coaches, local businesses, real estate teams, SaaS founders, anyone still paying people to:
find leads
write outreach
update CRM
publish content
run campaigns
follow up
check systems
Most businesses don’t need another chatbot.
They need a command center where work gets assigned, tracked, finished, and escalated when a human is needed.
Claude Code can build the first version from one prompt.
✍1
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OpenAI's usage pattern from CFO Sarah Friar's new interview.
"Our free users do about seven turns, or seven questions, a day. Our first paid tier does double that, about 15. Our real paid tier, Plus, which is $20, is about 3x, and Pro is about 11x over a free user."
Our mission at OpenAI is AGI for the benefit of humanity, not for the benefit of humanity who can pay, or for the benefit of humanity who live in an enterprise"
"Our free users do about seven turns, or seven questions, a day. Our first paid tier does double that, about 15. Our real paid tier, Plus, which is $20, is about 3x, and Pro is about 11x over a free user."
Our mission at OpenAI is AGI for the benefit of humanity, not for the benefit of humanity who can pay, or for the benefit of humanity who live in an enterprise"
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GitHub just sent developers a $138.92 monthly bill.
The tool that was supposed to replace them.
Now it cannot afford to keep itself alive.
Usage-based. No ceiling. No flat rate.
Let that sink in.
The same tool that sold itself as the affordable AI for every developer. The same platform that locked your entire team into its workflow. The same product is losing 39% of its market share.
Just sent you the real invoice.
Here is what affordable actually costs:
→ 10 developers — $1,389 per month
→ 50 developers — $6,946 per month
→ 100 developers — $13,892 per month
→ Every line generated — bill climbs higher
→ Every token consumed — number goes up
They needed your workflow.
They needed your dependency.
They needed the switching cost to feel too high.
You were not the priority. You were the strategy.
The flat rate was real. The loyalty was not.
Teams still on Copilot after June 1st?
They are already behind.
The tool that was supposed to replace them.
Now it cannot afford to keep itself alive.
Usage-based. No ceiling. No flat rate.
Let that sink in.
The same tool that sold itself as the affordable AI for every developer. The same platform that locked your entire team into its workflow. The same product is losing 39% of its market share.
Just sent you the real invoice.
Here is what affordable actually costs:
→ 10 developers — $1,389 per month
→ 50 developers — $6,946 per month
→ 100 developers — $13,892 per month
→ Every line generated — bill climbs higher
→ Every token consumed — number goes up
They needed your workflow.
They needed your dependency.
They needed the switching cost to feel too high.
You were not the priority. You were the strategy.
The flat rate was real. The loyalty was not.
Teams still on Copilot after June 1st?
They are already behind.
✍1
🇨🇭 Global One SI - Prompt
Jane Street made $39.6 billion last year with just 3,500 employees. That’s over $11 million per employee. Almost 7x more than traditional Wall Street firms. They didn’t do it by hiring more analysts. They did it by turning every quant into a machine powered…
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Wednesday, Jun 3 2026, 16:00 UTC time
📋 Global growth & policy pulse
OECD trims near-term forecasts, warns a protracted Iran war could push up inflation and slow growth across Europe and globally. Eurozone PMIs signal May contraction pressures. Central banks are expected to keep tightening in this turmoil.
✅ FX & central bank signals
USD remains resilient as traders await US data; dollar bulls cling to safe-haven bid. Yen slid past 160, drawing official warnings from Japan. Ruble pressures persist—Sberbank says rouble ideally should weaken to ~90/USD to help exporters.
🔖 Commodities & inflation drivers
Oil lifted on renewed Middle East tensions; gold eased on stronger dollar despite geopolitical risk. Silver slipped as inflation fears and rate worries mount. Rising energy costs (Europe, Norway wage talks) and weaker Russian hydrocarbon revenues tighten supply-side inflation risks.
📌 Regional & market-specific movers
- China: PBOC halted reverse repos (first zero since 2015/2024 mentions) — liquidity tap closed, nudging idle cash into economy; signals localized easing of policy operations.
- UK: Lords flag potential BoE regulation of pound stablecoins; regulatory risk for FX/crypto markets.
- US/EU trade: New US forced-labour tariffs hitting 60 economies, EU warns proposed US tariffs on EU goods would be unacceptable; trade tensions could pressure EUR & global trade flows.
- Australia: PMI revisions and slowing economy suggest RBA sidelined for now.
- India: Services PMI revised up; silver import curbs and RBI denying gold sales report—watch INR and metals flows.
- Russia: Oil & gas revenues down ~20.7% month-on-month; economic strain likely to weigh on RUB and fiscal outlook.
- Other: Canada, Germany, France, Italy, Switzerland, Japan, Korea, Brazil & New Zealand — monitor European energy job risks and national PMIs for local FX moves.
Bottom line: Geopolitical war risk + tight energy markets keep inflation and rates elevated, supporting USD strength and commodity-linked currency volatility. Positioning: favor USD safe-haven, hedge commodity exposures, watch central bank signals (PBOC, BoE, Fed, BoJ) for short-term FX pivots.
📋 Global growth & policy pulse
OECD trims near-term forecasts, warns a protracted Iran war could push up inflation and slow growth across Europe and globally. Eurozone PMIs signal May contraction pressures. Central banks are expected to keep tightening in this turmoil.
Implication: slower growth + sticky inflation = volatile rate expectations.✅ FX & central bank signals
USD remains resilient as traders await US data; dollar bulls cling to safe-haven bid. Yen slid past 160, drawing official warnings from Japan. Ruble pressures persist—Sberbank says rouble ideally should weaken to ~90/USD to help exporters.
Implication: risk-off + higher oil/inflation = stronger USD, weaker commodity/exposed currencies.🔖 Commodities & inflation drivers
Oil lifted on renewed Middle East tensions; gold eased on stronger dollar despite geopolitical risk. Silver slipped as inflation fears and rate worries mount. Rising energy costs (Europe, Norway wage talks) and weaker Russian hydrocarbon revenues tighten supply-side inflation risks.
Implication: energy-driven CPI upside supports rates and FX volatility.📌 Regional & market-specific movers
- China: PBOC halted reverse repos (first zero since 2015/2024 mentions) — liquidity tap closed, nudging idle cash into economy; signals localized easing of policy operations.
- UK: Lords flag potential BoE regulation of pound stablecoins; regulatory risk for FX/crypto markets.
- US/EU trade: New US forced-labour tariffs hitting 60 economies, EU warns proposed US tariffs on EU goods would be unacceptable; trade tensions could pressure EUR & global trade flows.
- Australia: PMI revisions and slowing economy suggest RBA sidelined for now.
- India: Services PMI revised up; silver import curbs and RBI denying gold sales report—watch INR and metals flows.
- Russia: Oil & gas revenues down ~20.7% month-on-month; economic strain likely to weigh on RUB and fiscal outlook.
- Other: Canada, Germany, France, Italy, Switzerland, Japan, Korea, Brazil & New Zealand — monitor European energy job risks and national PMIs for local FX moves.
Bottom line: Geopolitical war risk + tight energy markets keep inflation and rates elevated, supporting USD strength and commodity-linked currency volatility. Positioning: favor USD safe-haven, hedge commodity exposures, watch central bank signals (PBOC, BoE, Fed, BoJ) for short-term FX pivots.
🇨🇭 Global One SI - Prompt
6 traders made $470,000+ in profit trading weather markets on Polymarket - a niche most people completely ignore These aren't lucky bets. Each of them built a repeatable edge around temperature data that the market consistently misprices Here's the full…
How to Build a Profitable Trading Bot for Polymarket Weather Markets: Bias Correction Breakdown
If you're seriously building a bot for daily high/low temperature markets on Polymarket, then you need to understand bias correction
I studied the paper "A Machine Learning–Based Bias Correction Method for GFS 2-m Temperature" (Cui et al., Weather and Forecasting, May 2026) and here’s how to do bias correction properly
> What the Paper is About
GFS is one of the most popular models that almost every bot uses. However, it has systematic errors (bias) in 2-meter temperature forecasts.
Especially a cold bias (the model underestimates temperature), which varies depending on time of day, region, and forecast horizon.
> What the Authors Did
• Developed a model called BC-Unet - a U-Net convolutional neural network with CBAM attention block
• Trained it on GFS outputs + ERA5 reanalysis (as ground truth)
• Covered the entire CONUS (USA)
• Trained on one horizon (72 hours) and then applied it to all horizons from 6 hours to 10 days
• Compared results against both ERA5 and real station observations
> Key Results
• Reduced average RMSE down to 0.35°C.
• Reduced cold bias down to 0.8°C (in 00 UTC cycle).
• Excellent performance on diurnal cycle (day/night) - critical for high/low bins.
• Outperforms traditional methods (like MOS).
> How to Calculate Bias
Bias = Forecast − Truth (where Truth = ERA5 or real station observation)
If bias is negative → model systematically underestimates temperature (cold bias)
Bias is calculated separately by:
• Region
• Time of day (day/night - diurnal cycle)
• Forecast horizon
• Season
> How to Reduce Bias
1. Simple Classical Methods (baseline):
• Moving average, Kalman filter, MOS (Model Output Statistics) - linear regression on past errors.
2. ML Approach (BC-Unet):
• The neural network learns nonlinear relationships between raw GFS forecast, orography, time of day, season, and the actual error
• CBAM attention helps the network focus on important areas (mountains, cities, water bodies).
• Train once - apply to all horizons.
• Result: bias is almost eliminated, and the model follows the real diurnal temperature cycle much better
This kind of post-processing (bias correction) turns raw GFS from an average source into a much more accurate one
On Polymarket markets with 1°C steps, this gives a noticeable edge in probability estimation
If you're seriously building a bot for daily high/low temperature markets on Polymarket, then you need to understand bias correction
I studied the paper "A Machine Learning–Based Bias Correction Method for GFS 2-m Temperature" (Cui et al., Weather and Forecasting, May 2026) and here’s how to do bias correction properly
> What the Paper is About
GFS is one of the most popular models that almost every bot uses. However, it has systematic errors (bias) in 2-meter temperature forecasts.
Especially a cold bias (the model underestimates temperature), which varies depending on time of day, region, and forecast horizon.
> What the Authors Did
• Developed a model called BC-Unet - a U-Net convolutional neural network with CBAM attention block
• Trained it on GFS outputs + ERA5 reanalysis (as ground truth)
• Covered the entire CONUS (USA)
• Trained on one horizon (72 hours) and then applied it to all horizons from 6 hours to 10 days
• Compared results against both ERA5 and real station observations
> Key Results
• Reduced average RMSE down to 0.35°C.
• Reduced cold bias down to 0.8°C (in 00 UTC cycle).
• Excellent performance on diurnal cycle (day/night) - critical for high/low bins.
• Outperforms traditional methods (like MOS).
> How to Calculate Bias
Bias = Forecast − Truth (where Truth = ERA5 or real station observation)
If bias is negative → model systematically underestimates temperature (cold bias)
Bias is calculated separately by:
• Region
• Time of day (day/night - diurnal cycle)
• Forecast horizon
• Season
> How to Reduce Bias
1. Simple Classical Methods (baseline):
• Moving average, Kalman filter, MOS (Model Output Statistics) - linear regression on past errors.
2. ML Approach (BC-Unet):
• The neural network learns nonlinear relationships between raw GFS forecast, orography, time of day, season, and the actual error
• CBAM attention helps the network focus on important areas (mountains, cities, water bodies).
• Train once - apply to all horizons.
• Result: bias is almost eliminated, and the model follows the real diurnal temperature cycle much better
This kind of post-processing (bias correction) turns raw GFS from an average source into a much more accurate one
On Polymarket markets with 1°C steps, this gives a noticeable edge in probability estimation
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