My guess is in the SBC / SoM markets, and just a lot of things that have some sort of SoC that requires DRAM, the LPDDR4 EoL 2026 and lack of supply is really squeezing a lot of companies - hence the price keeps going up every few weeks, and they don't want to deal with it. Pretty nuts, this is what futures markets are for

Legacy LPDDR4 DRAM hitting EoL because of DDR5 HBM demand is difficult to navigate, maybe its time to switch to DDR5 at least supply is there. Increasingly looking into CXMT (长鑫) LPDDR5 How hard can it be to make DRAM (no dont go down that path pls)

Gaslighting is being given non-existent waypoints with full knowledge they don't exist

The stories that we tell ourselves are the landmarks that we use to navigate the world with

《Dream and Poetry》Hu Shi 1920 It's all ordinary experience, All ordinary images. By chance they emerge in a dream, Turning out infinite new patterns. It's all ordinary feelings, All ordinary words. By chance they encounter a poet, Turning out infinite new verses. Once intoxicated, one learns the strength of wine, O... Show more

I find it fascinating that you could be doing the right thing in many situations. Right could be morally for you or just morally for society or whatever. You could be setting the expectations of who you are delivering this positive thing to. Even if it is the right thing, you could easily not meet up to expectations an... Show more

Yesterday I went to the to a lunch at the Ambassador to the Netherlands in Japan. I met the mayor of Fukushima and the head of NTT and I think it was the prince of Netherlands or something Nice place

I don’t know what we’re doing with Faust but I’m doing my best But also I’ve never been more excited and I don’t know what this means

My least favorite thing about LLMs is that it is framed as being people want it to be purely rational, when reality is a lot more dionysian than it is apollonian

Also I would argue this is also the source of great dread around AI in the west Self worth has traditionally been tied to self discipline, that success, that wealth and the American dream - was the secularists path to salvation - earn the money and earn a place in heaven without saying so as much. And because you ca... Show more

Something I've noticed about Claude / ChatGPT lately -- the models inherit the cultural baggage of America itself. The baggage that America culturally has about desire. Maybe it is the puritanical roots, and also the extreme commercialization and liberty roots, but the culture has this weird, slightly off, slightly sha... Show more

This is intuitively obvious but bares repeating mostly to myself: I want to pick futures that arrive the fastest on the long run not in the short run