Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
Joined September 2021
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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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I will confess as a 19 year old, Doug joined the online valuation class and also read his textbook. But I think what makes markets so interesting is actually not valuation! It’s a good thing to know but his hit rate on stocks is…. Varied. He is one of the foundational teachers but those who cannot do, teach :)
Fabricated Knowledge retweeted
Folks at Mozilla seem to have caught on and are asking the right questions 🫡
bugzilla.mozilla.org/show_bu…
Fabricated Knowledge retweeted
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Fabricated Knowledge retweeted
New post!
Farewell
yetanothervalueblog.com/p/fa…
Fabricated Knowledge retweeted
Deputy Chief Information Security Officer at Anthropic with a reassuring message for everyone regarding cybersecurity☺️
Fabricated Knowledge retweeted
I will leave my words here.
This led to the Cyber Armageddon this week
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.
Fabricated Knowledge retweeted
so begins the dark forest era
🚨 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 - thehackernews.com/2026/10/cr…
Fabricated Knowledge retweeted
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? 🤣
Fabricated Knowledge retweeted
An urgent notice from the Railway team
blog.railway.com/p/security-…
