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The Few Bets That Matter
$ALAB has been a pretty annoying stock lately.
The bull case hasn’t changed; compute optimization is one of the most important resources right now and that passes through dedicated hardware.
But the market hasn’t been cooperating.
That said, I like seeing the stock hold its daily averages even on selling days. Earning season has to push those higher, otherwise the next quarters will be tough.
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$ALAB has been a pretty annoying stock lately.
The bull case hasn’t changed; compute optimization is one of the most important resources right now and that passes through dedicated hardware.
But the market hasn’t been cooperating.
That said, I like seeing the stock hold its daily averages even on selling days. Earning season has to push those higher, otherwise the next quarters will be tough.
$ALAB is giving us all the signs it wants to explode.
"The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.
Hardware optimization is what $ALAB does."
This stock will be the next big AI winner, and no one speaks about it 👇 tweet
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Startup Archive
RT @perchdotapp: Bill Gates on how to remember everything you read
“If you read enough, there’s a similarity between things that makes it easy . . . If you have a broad framework, then you have a place to put everything.”
Gates gives science as an example:
“If you want to learn science, read the history and stories of scientists — about when they were confused and what tools or insights allowed them to make the progress they make — so you have the timeline or the map of the branches of science. Incremental knowledge is so much easier to maintain in a rich way . . . At first it is very daunting, but as you get the kind of scope, all these pieces fit in — you can say ‘Ok so this is where that belongs’ or ‘Does this contradict something I knew? I’d better look that up.’ It really bothers you when you read things and there’s some inconsistency.”
Chess is a good example of this principle, Gates explains:
“If you take a chess board and randomly place the pieces and ask a chess person to memorize it, they can’t do it because everything about chess positions is about the logic of how things developed. So if you show them a position that’s illogical or that you would never get to, their encoding system isn’t set up to absorb that.”
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RT @perchdotapp: Bill Gates on how to remember everything you read
“If you read enough, there’s a similarity between things that makes it easy . . . If you have a broad framework, then you have a place to put everything.”
Gates gives science as an example:
“If you want to learn science, read the history and stories of scientists — about when they were confused and what tools or insights allowed them to make the progress they make — so you have the timeline or the map of the branches of science. Incremental knowledge is so much easier to maintain in a rich way . . . At first it is very daunting, but as you get the kind of scope, all these pieces fit in — you can say ‘Ok so this is where that belongs’ or ‘Does this contradict something I knew? I’d better look that up.’ It really bothers you when you read things and there’s some inconsistency.”
Chess is a good example of this principle, Gates explains:
“If you take a chess board and randomly place the pieces and ask a chess person to memorize it, they can’t do it because everything about chess positions is about the logic of how things developed. So if you show them a position that’s illogical or that you would never get to, their encoding system isn’t set up to absorb that.”
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God of Prompt
Interesting
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Interesting
We're always looking for ways to make Claude Code simpler. Would love to hear how you're using these new capabilities in Skills. tweet
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Boris Cherny (@bcherny) on X
We're always looking for ways to make Claude Code simpler. Would love to hear how you're using these new capabilities in Skills.
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God of Prompt
RT @godofprompt: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/2T9q3IaRPB
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RT @godofprompt: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/2T9q3IaRPB
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memenodes
Well, markets are closed & it’s the weekend, you know the drill https://t.co/qyKJuKYfU1
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Well, markets are closed & it’s the weekend, you know the drill https://t.co/qyKJuKYfU1
🚨#BREAKING: Iranian officials have issued a stark warning to President Donald Trump and Israel saying its finger is on the trigger tweet
Brady Long
If it isn’t obvious AI will replace your job by now, it probably won’t.
Unless you suck at your job.
In which case it likely wasn’t an actual AI that replaced you —> It was just how the existence of AI changed the perspectives of your employers and led them to realize they can do things for less money.
More clarity. My opinion:
In any industries where AI can truly replace an entire team of talented humans or 1 human (within the next 10 years or so) —> It has already happened or people in that industry have been aware of the risk for some time and have already started to acquire new skills or look for new jobs.
I think in most other broad areas like marketing, sales, influencers, or film etc —> It will just be another option that will work well for some and won’t for others.
On a situational basis depending on price, scope, activity etc.
In terms of the future - Well that’s a question for Elon or some dude at DeepMind.
But I think people are way too caught up on this absolutist hype train of thinking that because a tool worked a certain way for someone that it will work that way for everyone.
It’s quite funny actually.
It didn’t work that way during the Industrial Revolution when the Steam Engine was created so why would it work now when there are 10 million+ more ways to make money or live your life.
You think all the sudden nobody used horses because the steam engine was invented?
People still use horses in certain parts of the world today lol.
This isn’t a technological argument. Because like I said, somebody more educated than me might be able to add color that one day it could get to that place.
It’s an economics argument - Which ironically is more powerful and governs all commercial and societal activity anyways.
So I’m not saying AI isn’t “the future.” It is. It’s powerful. I’m saying the world isn’t black and white.
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If it isn’t obvious AI will replace your job by now, it probably won’t.
Unless you suck at your job.
In which case it likely wasn’t an actual AI that replaced you —> It was just how the existence of AI changed the perspectives of your employers and led them to realize they can do things for less money.
More clarity. My opinion:
In any industries where AI can truly replace an entire team of talented humans or 1 human (within the next 10 years or so) —> It has already happened or people in that industry have been aware of the risk for some time and have already started to acquire new skills or look for new jobs.
I think in most other broad areas like marketing, sales, influencers, or film etc —> It will just be another option that will work well for some and won’t for others.
On a situational basis depending on price, scope, activity etc.
In terms of the future - Well that’s a question for Elon or some dude at DeepMind.
But I think people are way too caught up on this absolutist hype train of thinking that because a tool worked a certain way for someone that it will work that way for everyone.
It’s quite funny actually.
It didn’t work that way during the Industrial Revolution when the Steam Engine was created so why would it work now when there are 10 million+ more ways to make money or live your life.
You think all the sudden nobody used horses because the steam engine was invented?
People still use horses in certain parts of the world today lol.
This isn’t a technological argument. Because like I said, somebody more educated than me might be able to add color that one day it could get to that place.
It’s an economics argument - Which ironically is more powerful and governs all commercial and societal activity anyways.
So I’m not saying AI isn’t “the future.” It is. It’s powerful. I’m saying the world isn’t black and white.
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