Late night Claude Code/Codex/OpenCode sessions are the most fulfilling.

Perfect round-up of the GTC keynote. I wish I could be there in person to attend. This would have been a killer conference.

What an incredible story. One cannot discount the role luck played but without that kind of unsettling perseverance, rock solid belief, an almost ominous vision, and ruthless execution, it would have simply have been forgotten in the annals of history.

Is recursive self improvement closer than we think? substack.ayaz.pk/p/is-recursive…

Such a critical deep dive into Silicon Photonics.

Why is reading X articles on the X app still painful? With an article one if you switch out of the app to do something and return, chances are high the article is automatically closed to return back to the feed. Frustrating.

I feel sad I could not attend GTC 2026 in person. I thought it was the one to not miss. I just put down my key takeaways from Jensen's keynote at GTC 2026. substack.ayaz.pk/p/a-few-take-a…

This is such an incredible read packed with great ideas.

My thoughts on Andy Jassy's letter to Amazon's shareholders, particularly in light of AI revenue and custom in-house AI Silicon. substack.ayaz.pk/p/my-thoughts-…

The insights packed into this podcast are invaluable.

Awesome read. Packed with insights we are also observing in production systems.

Definitely spot on!

Spent the weekend reading an interesting synthesis of the DeepSeek V4 paper. While still very maths heavy, the architectural changes and improvements introduced in V4 were worth spending the time.

as a former tennis player who had to give up tennis because of work and lack of access to courts, i recently picked up padel and realized it's not too far off from tennis as long as you play it like that. the only down-side is that as a tennis player, i play very aggressively,

in this day and age, it makes sense to flatten out the org and cut layers, but then it totally boggles the mind that at the same time that is being done, more mediocre employees are being thrown at something else in the hopes of accelerating execution. that makes no sense at all.

cowork/codex and obsidian definitely is a big combo.

The cleanest explanation I have read of what Neoclouds are: nuttycld.substack.com/p/the-age-of-n… Nutty

Golden.