If you wanna make one great investing decision this year go extremely long $NET. Thank me later !!

agent memory works best when you combine vector search, full-text search, and graph traversal but who wants to maintain a multi-tenant graph database? not me so I built a system to create unlimited on-demand graph databases with @cloudflaredev durable objects

Introducing Board – the first ever face-to-face gaming console that combines the best of board games and video games into one beautiful new platform. Available today!! board.fun

Here’s the write up, enjoy: binhsarchive.substack.com/p/…

This chart is so insane it looks fake. Huge businesses (plural) will be built on top of this chart.

bullish on Cloudflare

Stupid people have a high tolerance to external noises — alarms, barking dogs and loud vehicles. Intelligent people who (crucially) leverage their intelligence to perform useful, valuable work place a much higher value on a quiet environment with few interruptions.

BREAKING: OpenAI and AMD have announced a multibillion-dollar partnership to build AI data centers using AMD’s MI450 chips starting next year. Details: - OpenAI committed to purchasing 6 gigawatts of AMD chips, expected to generate tens of billions in revenue for AMD over the next five years, with each gigawatt costing tens of billions. - OpenAI will receive warrants for up to 160 million AMD shares (about 10% of the company) at 1 cent per share, contingent on meeting deployment milestones and AMD’s stock price increasing. $AMD has broke $200 and is +24% in the premarkets.

My conversation with @dylan522p on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of genius. I wish a version of him existed for every subject. I hope you enjoy this as much as I did. Timestamps: 0:00 Introduction 0:39 The Infinite Money Glitch 4:42 Oracle's Bet on OpenAI 6:06 Nvidia's Strategic Investment and Deal Mechanics 9:17 Why Bigger Models Aren't Always Better 15:07 The Adoption Curve Problem 19:01 The Tokenomics of AI 23:59 Over-Parameterization and Model Learning 28:10 Building Environments for AI Training 32:16 AI in Everyday Life 34:46 The Future of Reasoning and Compute Scaling 44:34 The Spectrum of AI Optimism 46:29 Timeline to AGI 49:25 Talent Wars 58:37 Power Dynamics in the AI Ecosystem 1:18:42 AI for Material Science and Hard Tech 1:22:21 Building Infrastructure 1:29:55 US vs China: Who Really Needs AI to Win? 1:37:42 Favorite AI Bears 1:48:08 Speed Round: Company Impressions 1:55:11 The Death of Traditional SaaS Business Models 2:00:24 The Kindest Thing

If you're interested in MCP my colleague Kurt has just put up a really good intro to MCP for security engineers that covers what they are and how they work as well as what vulnerabilities they have, plus tools to test them, check it out