Yukiyu

After the ChatGPT upgrade, talking to it basically has no delay. The latest real-time voice model’s latency is roughly 200–300 ms, and the natural response interval in human conversation is also 200–300 ms. It’s the same.
But the cost of near-zero latency is forgetting. The real-time voice model’s context window is only 32k tokens, which is 1/300 of a pure text model. Low latency = small memory + proactive forgetting. To both respond instantly and remember every thing you said—right now, it’s a dilemma.
Compute has been insufficient. Getting one SDXL image from a single 5090 takes 2 seconds; F

After turning 30, it feels like you’ve already lived through two-thirds of life, because day after day keeps repeating and your brain is too lazy to think anymore.
The brain encodes new information more densely, and it estimates how long time feels based on the amount of information stored in memory. During the fresh period, you record more details—so looking back makes it feel like, “This took forever.” Repetitive days leave almost no new memories, and they get compressed into a blur.
So I want to go out as much as possible, talk to more interesting people, and use fresh inputs to stretch tho

Why must robots be made humanoid? Because it eliminates the need to spend centuries transforming our current living environment. Huang Renxun says we built this world for ourselves, so he advocates for bipedal humanoids that can plug into existing infrastructure at the lowest cost.
The difficulty of building humanoid robots, according to Musk, falls somewhere between the Model X and Starship. There is no existing humanoid robot supply chain today; every component and actuator must be designed and developed from scratch.
At an annual production volume of one million units, the cost could be dri

New York is a city full of intense emotions.
I saw a few people sitting on the car roof, excited beyond words. I asked: Why not sit inside the car? My friend said, because it's not their car. She also said, "If the Knicks win, I’ll go climb a traffic light! 🚥"
And it turned out the Knicks really won!
The person telling me this is a friend who has a green card in New York, lives in New Jersey, commutes across the river to Manhattan every day, and works at Bloomberg headquarters.
Recently, she’s preparing to change jobs. I asked what kind of job she’s looking for? She thought for a mome

Today in New York, I met with a friend who works in neurology, currently developing brain-machine interfaces.
She surprisingly said that in the academic community, Musk's Neuralink is considered outdated technology.
Biologists look down on its use of press releases to present scientific claims; Neuralink is seen as "engineering-led, science-cutting corners."
After a three-hour drive from DC, I thought it was just a catch-up, but we ended up talking all afternoon about brain-machine interfaces, AI, and storage anxieties.
They can design their own chips after raising funds, and order 22-

I originally wanted to try the latest Claude model, but before I could test it, it became unavailable. The U.S. government bans any foreign individuals and foreign employees from accessing Fable 5 and Mythos 5, two models claimed to be the most powerful in history.
Over the years, Silicon Valley has been telling the world’s smart people: "Just bring your brain, we don’t ask about your background." Now, passports carry more weight. Under the framework of national security, cutting-edge models are no longer seen as products but as weapons.
🎲 Today I want to talk about Jack Pot gambling cult

There really is no internet in the mountains of the United States, and Starlink is much needed!
A few days ago, at Sequoia National Park and Kings Canyon, my phone was SOS all day, a complete digital detox😂.
Last night, I went to Griffith Observatory in LA, halfway up the mountain, no internet either.
I muttered softly, no wonder we need Starlink.
The driver said, my home is equipped with Starlink, other networks sometimes lag, but Starlink doesn’t.
Outside, you need to install a base station, and inside, place a device, similar to our router/modem.
The home version now costs abou

On the way to Yosemite, I actually saw someone moving an entire house onto a truck for a "move."
We’re used to "buying a house = real estate," but here, a house can be uprooted and hauled away.
There are specialized "house movers" in the U.S. who lift wooden houses entirely, place them on steel beams and hydraulic trailers, remove chimneys, clear trees and power lines, and then tow them to another location.
It costs about $30k to move a wooden cabin.
"Real estate" in America can be moved.
Today, I want to talk about wooden houses and the pioneering spirit.
When entering the mountai

I originally thought that the United States was just “expensive to eat out,” but then I realized that buying groceries at the supermarket and cooking at home is also very costly.
When I saw the potatoes priced at $1 each🥔 and thought it was outrageous, a white uncle next to me, looking at the price tag and complaining “It’s gone up again,” just went to the frozen section, grabbed several large bags of frozen pre-made dishes costing about $5 each, and left.
First, let’s talk about tips.
I really don’t understand the tipping logic in California. If someone brings me a bowl of noodles, do

It turns out Monet's name is Claude.
It turns out AI is anthropology.
So is AI studying humans? What exactly is AI learning?
Today I went to de Young to see "Monet and Venice." Monet’s Impressionism from over a hundred years ago—he fixates on the same thing, viewing it a thousand times in different lights, then smudges that “unclear but just right” feeling onto the canvas hundreds of times. The more I look, the more it seems like training a large language model...
Why did Monet paint so “blurry”? The introduction on the wall says that Monet and Turner’s paintings became increasingly ha

When taking a taxi in the Bay Area, there are three options: Waymo, Tesla, Uber.
Waymo averages 5 to 6 minutes wait, the most expensive, a 10 to 20-minute ride costs about $20.
Uber is the fastest to summon, with human drivers at a moderate price.
The cheapest is Tesla's Robotaxi, with a safety operator + full autonomous driving, about $8.
Actually, it’s not considered a “driverless car,” but a car with an employee sitting inside using FSD (Supervised Version, L2) to operate the ride-hailing service.
California regulators (CPUC) said in March this year: “Tesla is not operating autono

In San Francisco, you can see the future first. Leopold Aschenbrenner is right.
From the airport to the hotel, all AI advertisements. Twilio is the AI agent tool I previously wrote to wake you up with calls during crypto price surges and drops. Hosting the SIGNAL conference in San Francisco, the entire focus is on agents.
Linear used Michelangelo's "The Creation of Adam" with the phrase "Agents. At your command."
Notion's "Meet the night shift, your 24/7 AI team," describes agents as colleagues working night shifts for you.
There’s also Nebius, selling AI computing power (formerly invo

In San Francisco, you can see the future first. Leopold Aschenbrenner is right.
From the airport to the hotel, all AI advertisements. Twilio is the AI agent tool I previously wrote to wake you up with calls during crypto price surges and drops.
Hosting the SIGNAL conference in San Francisco, the entire focus was on agents, and the stock price rose 17% that week.
Linear used Michelangelo's "The Creation of Adam" with the hand of God, paired with "Agents. At your command."
Notion's "Meet the night shift, your 24/7 AI team," describes agents as colleagues working night shifts for you.
A

The simplest investment logic today is to go long on silicon-based life and short human consumption, because the demand for silicon-based life is growing exponentially, while human consumption is linear.
Demand = reproduction rate × per-unit consumption.
It takes 10 months to have a child, searching for 2000 calories of heat per day, capped at the consumption of two phones, written into flesh and blood.
Silicon-based life can reproduce infinitely: one agent can activate 100, then 1000 more, as long as there is electricity and computing power, with no limit.
Yesterday, Google's parent c