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head of data/analytics @ build asset management

not financial advice, boosts/favorites ≠ endorsements, views my own

Websitehttps://cameron.otsuka.systems

Out of all this, deciding to offer up compute capacity to others seems to be indicative that OpenAI might be hitting a scaling wall?

https://x.com/sama/status/1986514377470845007

you're using the internet? might as well read the paper that secures most of it, which was released on this day in 1976!

https://ee.stanford.edu/~hellman/publications/24.pdf

The #Bitcoin whitepaper was released today. With all of the development in the space, remember why it was created and what it stands for. "Chancellor on brink of second bailout for banks"

https://cameron.otsuka.systems/bitcoin/

This could be a big privacy win for #Bitcoin ers using multi-institutional custody models. And I'd imagine key agents would like to limit the extra information they glean to focus solely on signing activity.
The us-east-1 postmortem shows how hard it is to spot race conditions when building at the component level. When you see the forest for the trees, these stick out like sore thumbs.

🇺🇸 Big milestone for chip-making in America and one to continue watching. If production ramps successfully, it sets the stage to produce next-gen chips (Rubin, then Feynman) and American leadership in AI manufacturing.

https://x.com/nvidianewsroom/status/1979301876140282247