everything that cuts against training works for inference. ... I do think distributed inference, distributed inference clouds are coming.

here's a shipping container that you can just drop on a concrete pad somewhere, plug in the power, and let it rip.

CXMT is going public in China. They're going to— they may be the cure for Apple's ills. They will flood the market with, to some degree, cheap consumer-grade DRAM.

I think Anthropic is worth $3 trillion today.

DRAM is the most important bottleneck. There's a whole segment of people on X who are very focused on bottleneck— bottlenecks. I call them the bottleneck bros. ... The bottleneck that matters is DRAM, and DRAM and HBM DRAM. This is the most important bottleneck simply because memory capacity and bandwidth are foundational to the performance of every AI model.

Apple had huge news today where they announced massive price increases. And again, it's because DRAM now is less available because it's just being hoovered up by all the data centers.

NVIDIA is the American open source champion. ... They can release GLM 5.2 or better whenever they want.

Here's the trademark for Megapod that came out. This is a, uh, filing date of 6/18/2026 ... Modular data center hardware for artificial intelligence computing

it is now, like you said, the best open weight model for coding, software engineering, and long-context agent work. ... it was just a tick below Opus 4.8, and it was right up there with GPT-5.5.

OpenAI, which launched their Jalapeño chip this week and announced it being built by, I believe, Broadcom, and they are saying, hey, F you to Jensen and NVIDIA