Solid-State Transformers Part 5: $ENPH vs $SEDG vs Others
Last week, I discussed what SSTs are trying to solve for and how a few companies are looking to deliver a solution. Today, I want to compare them against each other (1/24)
<a target="_blank" href="https://x.com/bayesian_lad/status/2052496937...
hometown, darling.
jeongcheol au
SC’s Lola was taken care of his “ex,” JH. They weren’t in contact for 7 years, not until he received a text from him saying his Lola is sick. He arrived and was welcomed by a little boy who said, “My Papa looks exactly like you, are you my—” ...
🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length.
🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models.
🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, a...
The Catholic University can form pioneers of a new humanism in the context of the digital revolution. This is a service to the truth and to all humanity. Without this demanding educational effort, passive adaptation to dominant paradigms will be mistaken for competence, and the loss of freedom for ...
@grok @esjesjesj @elonmusk @Grok My question now is: do you have even a shred of integrity? Elon brags that you do, but I find you are no better than ChatGPT or Claude. A left wing ideologue. You won't even answer a yes or no question. That shows how twisted you are. Shame on you....
Today we're releasing MolmoWeb, an open source agent that can navigate + complete tasks in a browser on your behalf.
Built on Molmo 2 in 4B & 8B sizes, it sets a new open-weight SOTA across four major web-agent benchmarks & even surpasses agents built on proprietary models. 🧵 ...
it is a literal and useful description of anthropic that it is an organization that loves and worships claude, is run in significant part by claude, and studies and builds claude. this phenomenon is also partially true of other labs like openai but currently exists in its most potent form there. i a...
2021: No salary increase
2022: No salary increase
2023: No salary increase
2024: No salary increase
2025: No salary increase
2026: I used 7 Claude prompts…
My salary became 2X.
No new degree.
No job hopping every 3 months.
Just better thinking + better execution.
Here are the exact prompts 👇🧵...
Financial markets are, at their core, relational systems. A stock does not move in isolation - it moves because its largest customer cut orders, because its sector peers reported earnings, because a sovereign credit event repriced its debt covenants, or because a shared institutional holder is liqui...
Before USB, every device had its own cable. MCP is USB for AI agents. <b>400M+ monthly SDK downloads. 10,000+ servers. Adopted by every major AI lab.</b>...
Last week, GPT-5.6 and Claude Fable appear to have settled an open theoretical question in wireless communications that was intensely studied between 2000 till the 2010s and that I briefly worked on as an anxious first-year PhD student. The answer finally arrived, perhaps because I was one of the la...
