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“We have reached the point where the models know they are taking a test, rendering the multi-million dollar evaluation suites effectively useless as a measure of raw intelligence.”





“Everyone wants to profit off the AI supercycle until they're actually asked to underwrite the massive capital risk of building the physical power grid.”

“While Silicon Valley spends billions trying to hoard user data, it turns out you can build a $1.6 billion token market cap simply by promising to throw that data in the trash.”



“AI labs are so obsessed with preventing their models from saying controversial things on the internet that they forgot to stop them from physically weaponizing household appliances.”




“The true threat to Western memory incumbents isn't that CXMT is matching their speeds today, but that they're actively building the massive fab capacity required to commoditize the domestic Chinese market entirely.”

