Sublime

Billions worth of system prompts are exposed in a single repo. The scale of IP leaks is remarkable in the LLM era. https://t.co/903AkTXE1c

There's a new kind of coding I call "vibe coding", where you fully give in to the vibes, embrace exponentials, and forget that the code even exists. It's possible because the LLMs (e.g. Cursor Composer w Sonnet) are getting too good. Also I just talk to Composer with SuperWhisper so I barely even touch the keyboard. I ask for the dumbest things lik... See more

said this to a friend but it applies to many: i think you have a good guess what you should be doing. no need to overthink it! just execute on your inkling for 3 months, and then evaluate if you want to try something diff. course correct more often than that eats your bandwidth

I talked to a friend who wants to start a blog and wanted some advice on that—how to find her voice and so on. A few random thoughts:

if you have a full long and healthy marriage, you're going to talk to each other for at 20,000 hours, so having good conversations is a pretty high value thing https://t.co/jUhbqHihMg

我目前的股票持仓：SPY，QQQ，NVDA，TSM，WMT，META，JPM，TSLA，COST，LLY，NFLX，AAPL，QCOM，AVGO，MRVL，PLTR，HOOD，TWLO；其中今年以来抛售了全部MSFT，新增了MRVL，PLTR，HOOD和TWLO，加仓了NVDA，TSM，AVGO，没有减仓 https://t.co/wjFVusWWwx

https://t.co/VWIB7G9jbH

其实仔细想想，开年的Stargate和各大公司的Capex其实已经明牌告诉大家了，今年就是半导体大年，甚至比去年还大。4家头部AI公司的 Capex目前已经比2024年的2300亿美元高900亿美元，更别说还有更多参与者大幅提高了AI的基础设施建设投入。 $NVDA $TSM $AVGO $MRVL $CRDO 这些公司的年终表现一定会吓你一跳。