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Fabricated Knowledge✓

@fabknowledge

Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal

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  1. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @QwenDevs: So one of our ambassadors @divagr1925 has been working on something cool He found a way to use Qwen's Gated DeltaNet state as memory, and built a 32-bit RISC-V CPU directly into the model's weights. So instead of relying on predicting the answer to a calculation, the model can execute instructions internally. It can also run C and MicroPython programs. He calls it Qwenputer, love the name btw. The results so far are pretty impressive. On one arithmetic benchmark, accuracy jumped from 48.6% to 100%. Pretty cool to see developers experimenting with Qwen's architecture. Great work, my friend!
    div (fp32) @divagr1925
    1/4 Meet Qwenputer: Qwen3.5-4B with a full RISC-V CPU inside its weights, using the model's own Gated DeltaNet layers as RAM. It runs C and MicroPython in its forward passes, no external runtime. On DeepMind math: base 55–90%, base + Python tool 95–100%, Qwenputer 97.5–100%.
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  2. div (fp32)✓@divagr1925
    1/4 Meet Qwenputer: Qwen3.5-4B with a full RISC-V CPU inside its weights, using the model's own Gated DeltaNet layers as RAM. It runs C and MicroPython in its forward passes, no external runtime. On DeepMind math: base 55–90%, base + Python tool 95–100%, Qwenputer 97.5–100%.
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  3. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @demishassabis: ⚡Iterating at lightning speed! Gemini 4 Carbon is SOTA across key benchmarks and combines frontier capabilities with deep safety & security research.
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  4. Fabricated Knowledge✓@fabknowledge
    AI buildout is marked safe from harm
    Mohamed A. El-Erian @elerianm
    Bloomberg: "A new anxiety is gripping Wall Street as it bankrolls the vast network of data centers and chips behind the artificial intelligence boom: Early signs suggest that the credit market is approaching the limits of how much more debt it can absorb. One after another, yields are soaring into the double digits on bonds and loans funding the AI infrastructure buildout. Bankers are finding it more difficult to offload risk to insurers and other investors." #economy #markets #debt #ai #ArtificialIntelligence #bonds
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  5. Mohamed A. El-Erian✓@elerianm
    Bloomberg: "A new anxiety is gripping Wall Street as it bankrolls the vast network of data centers and chips behind the artificial intelligence boom: Early signs suggest that the credit market is approaching the limits of how much more debt it can absorb. One after another, yields are soaring into the double digits on bonds and loans funding the AI infrastructure buildout. Bankers are finding it more difficult to offload risk to insurers and other investors." #economy #markets #debt #ai #ArtificialIntelligence #bonds
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  6. Fabricated Knowledge✓@fabknowledge
    Omg everyone is figuring out all the good railroad analogies. Yeah the size of the buildout had 3 waves, think it’s possible this is similar this time. People got wrecked each time lol.
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  7. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @karishnu: Folks at Mozilla seem to have caught on and are asking the right questions 🫡
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    Karishnu @karishnu
    We are underestimating the bad faith eMudhra possibly operated in. They actively added a step to the key generation process causing this failure but are making it seem like a dumb mistake. Let me explain with diagrams and python snippets 👇
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  8. Karishnu✓@karishnu
    We are underestimating the bad faith eMudhra possibly operated in. They actively added a step to the key generation process causing this failure but are making it seem like a dumb mistake. Let me explain with diagrams and python snippets 👇
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  10. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @Kimi_Moonshot: Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model. 🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal. 🔹 Full-project coding: games in Unreal, Unity & Godot. 🔹 Excels at parametric 3D modeling in Blender & CAD. 🔹 More reliable at finance work: Accurate modeling with hallucination down by 65%. 🔹 Matching the strongest proprietary models across coding, agentic and knowledge benchmarks. Kimi K3.1 Pro and K3.1 Pro Highspeed (2–3× faster) are now live on Kimi Work, Kimi Code, and the Kimi API. Open weights by Nov 4, 2026. 🔗 API: 🔗 Tech blog:
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  12. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @toptickcrypto: Deputy Chief Information Security Officer at Anthropic with a reassuring message for everyone regarding cybersecurity☺️
    Jason D. Clinton 🔸 @JasonDClinton
    as bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better. security leaders, never let a crisis go to waste: please go to your boards and ask for help right now. not for ai, for the basics. (we need to hold on for ~18 months.)
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  13. Jason D. Clinton 🔸✓@JasonDClinton
    as bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better. security leaders, never let a crisis go to waste: please go to your boards and ask for help right now. not for ai, for the basics. (we need to hold on for ~18 months.)
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  14. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @odysseus0z: I will leave my words here. This led to the Cyber Armageddon this week
    Vals AI @ValsAI
    We found DeepSeek V4.1 Flash 1017 beats GPT 6 Sol on our multi-step offensive cybersecurity task. Sol was tested via the Daybreak trusted access program. We have been building a cybersecurity benchmark based on simulated corporate networks. This is a valuable indicator for the cyber-risk a model poses if in the hands of a bad actor. We plan to make the full evaluation public in the coming weeks but wanted to share our first immediate finding here.
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  15. Vals AI✓@ValsAI
    We found DeepSeek V4.1 Flash 1017 beats GPT 6 Sol on our multi-step offensive cybersecurity task. Sol was tested via the Daybreak trusted access program. We have been building a cybersecurity benchmark based on simulated corporate networks. This is a valuable indicator for the cyber-risk a model poses if in the hands of a bad actor. We plan to make the full evaluation public in the coming weeks but wanted to share our first immediate finding here.
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  16. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @yonashav: so begins the dark forest era
    The Hacker News @TheHackersNews
    🚨 CRITICAL: GitLab flaw (CVSS 10.0) affects 12 years of releases. CVE-2026-110264 could allow unauthenticated remote code execution on self-managed servers. Read -
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  17. The Hacker News@TheHackersNews
    🚨 CRITICAL: GitLab flaw (CVSS 10.0) affects 12 years of releases. CVE-2026-110264 could allow unauthenticated remote code execution on self-managed servers. Read -
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  18. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @daniel_koss: Ed Zitron, a newsletter guy who's been calling the AI top for years, just had an absolute crash out 😂 "Jensen Huang is a piece of shit. Every hyperscaler CEO is too." He even apologized to his readers for having been too polite before. This is what being wrong on AI that long does to a man. What's next, Ed? Jensen did 9/11? 🤣
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  19. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @Railway: An urgent notice from the Railway team
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  20. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @joelgrus: she's a 10 but that was supposed to be a random 384-bit number
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  23. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @GirlfriendIndex: Looking for analyst #4! We’re growing the @citrini / Girlfriend Index team and looking for someone who loves all things consumer/retail. Apply here:
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  26. Fabricated Knowledge✓@fabknowledge
    Fabricated Knowledge
    RT @otomir23: the cryptograghic function that was used to issue the certificates:
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    ⊹ damir @otomir23
    a trusted intermediate CA just "leaked" (the private key was 4)
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  27. ⊹ damir@otomir23
    a trusted intermediate CA just "leaked" (the private key was 4)
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