MLOperator
@MLOperator
Data Science | ML | Quantitative Finance | Economics | Former Accountant
Since then: SanDisk +541% Kioxia +503% Seagate +135% WDC +212% SK Hynix +180% Samsung +72% Micron +142%
Compute & storage demand would go parabolic once proper long video generation comes online (15min-1hr) Lots of good memory (SSD & HDD) stocks can be picked up rn
the date is november 6th, 2025. you can download the most powerful agentic artificial intelligence in the world for free, under a permissive license and so it is a good day!
🚀 Hello, Kimi K2 Thinking! The Open-Source Thinking Agent Model is here. 🔹 SOTA on HLE (44.9%) and BrowseComp (60.2%) 🔹 Executes up to 200 – 300 sequential tool calls without human interference 🔹 Excels in reasoning, agentic search, and coding 🔹 256K context window Built…
🚀 Hello, Kimi K2 Thinking! The Open-Source Thinking Agent Model is here. 🔹 SOTA on HLE (44.9%) and BrowseComp (60.2%) 🔹 Executes up to 200 – 300 sequential tool calls without human interference 🔹 Excels in reasoning, agentic search, and coding 🔹 256K context window Built…
"Just use OpenAI API" Until you need: - Custom fine-tuned models - <50ms p99 latency - $0.001/1K tokens (not $1.25/1K input) Then you build your own inference platform. Here's how to do that:
of course merged by the 500IQ Tsinghua GOAT himself
Kimi-K2 Reasoning is coming very soon just got merged into VLLM LETS FUCKING GOOOO im so hyped im so hyped im so hyped github.com/vllm-project/v…
Elon DMd me this morning and said the next @Tesla_Optimus (version 3) can “probably” roll a cigar. Rolling joints is harder. If I was @elonmusk I would put three cameras on every one of his 12,000 workers in @tesla’s Fremont factory. That would capture the workers hands in 3D.…
Cursor now has a built-in web browser. You can say "start my app" and it will run the dev server in a terminal and then navigate the browser to localhost:3000. It can take screenshots of the page for iterating on design, and you can send DOM elements to the agent with prompts!
You know Hugging Face put out a banger blog post (book) when you see this
Training LLMs end to end is hard. Very excited to share our new blog (book?) that cover the full pipeline: pre-training, post-training and infra. 200+ pages of what worked, what didn’t, and how to make it run reliably huggingface.co/spaces/Hugging…
You can just do things
$PLTR $NVDA THIS ACTUALLY JUST HAPPENED. Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology." Oh. My. Goodness.
🚨 Hugging Face & Oxford just dropped the playbook for robot intelligence. It’s called LeRobot, and it’s basically the “PyTorch of robotics.” End-to-end code. Real hardware. Generalist robot policies. All open source. Here’s why this is huge: • Robots can now learn from data…
Nice, short post illustrating how simple text (discrete) diffusion can be. Diffusion (i.e. parallel, iterated denoising, top) is the pervasive generative paradigm in image/video, but autoregression (i.e. go left to right bottom) is the dominant paradigm in text. For audio I've…
BERT is just a Single Text Diffusion Step! (1/n) When I first read about language diffusion models, I was surprised to find that their training objective was just a generalization of masked language modeling (MLM), something we’ve been doing since BERT from 2018. The first…
hacked for 20 hrs straight at @cursor_ai Singapore hackathon this weekend. I built DrawDash, an AI whiteboard that listens while you explain and draws with you and made it to the top 15 hacks! Built with @tldraw @NanoBanana @fal. Full demo in the next comment.
did we ever figure out why early AI image gen looked exactly like a psychedelic trip
What 10 years of progress looks like in AI image generation at Google.
Why do the PhD’s all work for the MBAs? 🫣
does anyone out there believe that simple minds can do things that more complex minds cannot do? If so, can you help me figure out, what are examples of those things?
Andrej Karpathy beautifully explains the fundamental difference of learning between a human and an LLM. > “The book I’m reading is a set of prompts for me to do synthetic data generation. It's by manipulating that information that you actually gain that knowledge. We have no…
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