DeepSeek's Engram succeeds where others failed in this endeavor to replace a transformer's crappy FFN with a symbolic-ish lookup table. And in the process, it reveals what I think is a truly gorgeous, monumental even, paradigm shift in our understanding of transformer capability

Wow

How will this not be a blockbuster?

This will be the era of craft. When machines took over manufacturing, handcrafted became the ultimate status symbol. When something becomes so easy to create be it music/movie etc, things that are made with human attention to detail will feel more valuable

Content was never the issue. Issue is the ability to break content, to create cultural moments. It’s the same for $nflx and the same for $spot. Both are where annual cultural moments happen. K-pop demon would be it if not for $nflx. AI created content doesn’t change anything

Looks like a great badge of honour

When you have children, your life will end. All that you were before is gone. All that you knew has died. All that you desired, all that you thought you were made for, it all collapses. It all ends, it all dies, in the most beautiful, meaningful way of all. Because death, much

Are OpenAI investors actually looking at its reported "compute margin" and thinking it is real margin? they just conveniently exclude training cost which is basically table stakes for maintaining those paying subscribers? what am i missing here?

good point, non-zero chance that confidence evaporates before IPO instead of retail holding the bag. SpaceX prob flies before that though

Focus on this. not the noise around distilling this or that

this feels like... severance

Dot-com companies bought 14 Super Bowl ads in 2000. Most were dead within a year. Crypto companies spent $54M on Super Bowl ads in 2022. FTX was bankrupt by November. AI companies just spent $250M on Super Bowl ads in 2026. 23% of all ad slots. The Super Bowl doesn't pick

Everyone using AI needs to think about this