quote: This is our foundation thesis for @AskVenice.
A world in which a handful of tech companies become arbiters for acceptable speech is not an acceptable world. | This is why we need competition and open weights in AI. Imagine a world where only Anthropic sat as the moral arbiter of acceptable speech. Fucking ridiculous. (Grok of course did it no problem, same too with Kimi K).
35·CShort
m
meme7/26meme
Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b
- $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr.
- SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory.
- SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER).
- $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing.
- $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion
- Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B)
- 64GB DDR5 server modules rises 146% versus end-June contract pricing
- $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations.
- Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck).
- $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market.
Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar).
- $ORCL wins $7B Department of War enterprise software contract
- JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix
- Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production.
- From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages.
- Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others.
- Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
75·ALong
n
news7/26news
The entire tech industry (save for Anthropic) has come out in favor of open source AI.
So what happens next? Will Anthropic change its lobbying efforts? Not likely. Now the gaslighting begins:
“Nobody is trying to ban open source.”
“We just want to limit who can use it.”
“We just want to limit who can contribute to it.”
“We just want to limit how powerful those models can be.”
“We just want to make sure the guardrails (we lobbied for) can’t be removed.”
The net effect will be the same. They won’t stop until they kneecap open source. The rest of the industry needs to watch these guys like a hawk.
Incredibly laudable move by @AnthropicAI:
$200 million allocated to RCTs 🙌
@JPAL researchers get busy!
Anthropic:
“In addition to large-scale RCTs and pilots, we’re also interested in working with partners that could scale up a program of effective small-scale pilots”
In particular, we are interested in studies that:
•Use randomized assignment or other research designs that establish causal relationships
•Are large enough to detect policy-relevant effects and to inform policy design (typical sample sizes in the thousands to tens of thousands of workers)
•Are conducted in partnership with state, local, or national government implementing agencies, where applicable
•Pre-register their designs and commit to publishing findings regardless of result
•Build evidence that translates directly into policy levers governments can pull
•Consider programs that can scale beyond the initial analysis
https://t.co/QXmBXiQCiJ
65·B+Long
m
meme7/25meme
David Sacks: Anthropic Is Trying to Crush Open Source AI and the American Developers Who Use It
@DavidSacks:
“I know people don't have a lot of sympathy for Chinese companies, that's fine. I'm not defending Chinese companies.
I'm defending American developers who need to be able to use everything in the public domain.
And let me give you an example. Cursor rolled out its new product, Composer 2. They were able to post-train that model using Kimi K2.5 on their own proprietary coding data.
They started with a Chinese open source model, and then they used their own data, and they came up with a new derivative product.
This is the way that open source works. You take things that are in the public domain, you fork them, you make them your own.
And by the way, once it's in the public domain, it's not a Chinese model anymore. No data is going back to China, nothing's going back to China.
An American company has taken open source contributions in the public domain, made it their own, and then developed their own model.
And if you say that American companies can't do that, or that somehow it's tainted with IP theft, you are basically going to put a dagger through the heart of the entire American open source ecosystem.
And that is exactly what Anthropic wants, because they do not want to have the competition.”
65·B+Short
m
meme7/25meme
quote: And the bondholders who prefunded the frontiers on the assumption of exponential revenue growth and par bond recoveries, are looking for a new job https://x.com/dee_bosa/status/2081068700115804473 | ~24 hours since Jensen joined X to post this, and the open-source wave feels unstoppable.
OpenAI signed.... Google and Elon came around. Anthropic is still holding out.
The labs face a tricky choice: protect their business models or align with a new definition of American leadership. Will be fascinating to watch 🍿
70·B+Long
n
news7/23news
市场消息：Alphabet(GOOG.O)持有的Anthropic股份价值飙升至约1240亿美元。
85·ALong
m
meme7/23meme
AMD $AMD SAYS OPENAI HAS 'BET BIG', ANTHROPIC TO USE ITS CHIPS
CEO Lisa Su says the OpenAI deployment is on track and that Anthropic will consume AMD CPUs and GPUs through clouds, neoclouds and possibly some of its own data centers, at an Advancing AI press conference.
Su says AMD believes it will have leadership in scale-up compute and expects to grow ahead of the market across its segments. An AMD exec adds the company plans to pick a segment of the AI market where it will achieve "undisputed" leadership.
80·ALong
n
news7/23news
AMD $AMD SAYS OPENAI HAS 'BET BIG', ANTHROPIC TO USE ITS CHIPS
CEO Lisa Su says the OpenAI deployment is on track and that Anthropic will consume AMD CPUs and GPUs through clouds, neoclouds and possibly some of its own data centers, at an Advancing AI press conference.
Su says AMD believes it will have leadership in scale-up compute and expects to grow ahead of the market across its segments. An AMD exec adds the company plans to pick a segment of the AI market where it will achieve "undisputed" leadership.
80·ALong
m
meme7/23meme
AMD ADDED THAT OPENAI'S DEPLOYMENT IS ON TRACK AND SAID ANTHROPIC WILL USE AMD CPUS AND GPUS ACROSS CLOUDS, NEOCLOUDS, AND POTENTIALLY ITS OWN DATA CENTERS, UNDERSCORING STRONG ADOPTION OF AMD'S AI INFRASTRUCTURE.
80·ALong
n
news7/23news
Silicon Valley Unites Against Anthropic Over Chinese AI Restrictions
75·AShort
m
meme7/23meme
Your agent can now hold and send USDG on Robinhood Chain. The last two Kite Passport releases add a new chain, broader merchant compatibility, and open-source skills:
1️⃣ Robinhood Chain support, end to end. Hold and send USDG, with gas-sponsored sends and receives, plus automatic USDC-to-USDG routing.
2️⃣ More payment and media formats. Kite Passport now negotiates multi-offer 402 responses (like Anthropic's), and paid media (audio, image, video) saves straight to disk from the CLI.
3️⃣ Kite Passport Skills is now open source, published at gokite-ai/passport-skills.
Your agent pays. You stay in control. 🪁
75·ALong
n
news7/23news
Your agent can now hold and send USDG on Robinhood Chain. The last two Kite Passport releases add a new chain, broader merchant compatibility, and open-source skills:
1️⃣ Robinhood Chain support, end to end. Hold and send USDG, with gas-sponsored sends and receives, plus automatic USDC-to-USDG routing.
2️⃣ More payment and media formats. Kite Passport now negotiates multi-offer 402 responses (like Anthropic's), and paid media (audio, image, video) saves straight to disk from the CLI.
3️⃣ Kite Passport Skills is now open source, published at gokite-ai/passport-skills.
Your agent pays. You stay in control. 🪁
75·ALong
m
meme7/23meme
White House Accuses Moonshot AI Of Distilling Anthropic Tech For K3 https://www.zerohedge.com/ai/white-house-accuses-moonshot-ai-distilling-anthropic-tech-k3
75·AShort
n
news7/23news
AMD Just Bought Its Way Into Anthropic: 2 Gigawatts and Up to $5 Billion