I am very much on the AMD trail now.

The neocloud business model is the oldest and most time tested model in history. You buy assets, and you rent them out. Economics will normalize once supply and demand find equilibrium, but power constraints, accelerating compute demand, and existing shortage won't allow that to happen for some time imo. Cost of capital will come down over time with more supporting data. Just seems like a novel business rn, but its not.

I’ve seen a lot of people dunking on @thdxr and @opencode, and I needed to say something. Frankly, I don’t think anyone understands how sophisticated these attacks are. These aren't script kiddies doing this after school. These are state actors, with real companies fueling the fire. One of the bigger companies behind distillation has 4 office locations worldwide, and there are a number of companies that are entirely fronts for distillation. You’ve probably seen their ads. Some have raised venture. I’ve personally seen messages claiming they bought over $5 million in inference for distillation. They’ve gone so far as to recruit people close to the model labs for better access, and the dollars flowing through the distillation ecosystem are in the 9 figures. These attacks offer a huge economic incentive. These aren't fly-by-night operations. At Vectoral we've see relays offering affiliate programs, net 30 invoicing for enterprises, and strict SLAs. Together, the top relays get tens of millions of visitors per month. Frankly, they are more sophisticated than most SAAS companies. The sad reality is that things likely only get worse from here. We are at war for global AI hegemony.

All I know is its amazing how much conversation I am having in the federal space about AMD GPUs. Small potatoes, but one customer is considering 12 Helios and hearing the back log to get those 12 is a long ways out.

First, Flex VMs, Shadeform’s own VM product. With it, we can integrate any bare metal GPU capacity, regardless of the datacenter and architecture, and have it earning on our platform within 30 minutes.

The thing is, those of us that build with security in mind. We’re sat here watching the weakest being picked off. Knowing very well that no matter how secure you are, once the eazy ones have been nuked. We’re the next sport. That’s why you gotta stay ahead and make your architecture and business able to withstand. Because shit always happens. Always.

A major 𝗪𝗲𝗯𝗞𝗶𝘁 𝗲𝘅𝗽𝗹𝗼𝗶𝘁 was just triggered on 𝗣𝗦𝟱 𝗳𝗶𝗿𝗺𝘄𝗮𝗿𝗲 𝟭𝟰.𝟭𝟬. Security researchers @Arn0Stride7 and @Devon8zzh confirmed on-hardware memory corruption using a JavaScriptCore integer overflow: • 𝗧𝗵𝗲 𝗩𝘂𝗹𝗻𝗲𝗿𝗮𝗯𝗶𝗹𝗶𝘁𝘆: JavaScriptCore Bug 317632 (UnlinkedMetadataTable::finalize) • 𝗧𝗵𝗲 𝗘𝘅𝗽𝗹𝗼𝗶𝘁 𝗠𝗮𝘁𝗵: A 32-bit integer overflow causes the allocator to reserve only 100KB, while the interpreter writes 4.29GB forward into the heap • 𝗩𝗲𝗿𝗶𝗳𝗶𝗲𝗱 𝗼𝗻 𝗥𝗲𝘁𝗮𝗶𝗹 𝟭𝟰.𝟭𝟬: Probe p146 successfully corrupted worker strings directly on console hardware • 𝗪𝗵𝘆 𝗜𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: Relapse CVEs are patched on 14.10, but this unlocks a path toward browser-based userland execution (no game disc required) Target is Safari 17.0 / WebKit 605.1.15 with JIT disabled (LLInt). Research repo: github.com/pastawithpesto/PS…

This Huawei MateBook Fold feels impossibly futuristic. A 18" screen when fully unfolded, folds down to the size of a magazine, and even runs a Linux-derived OS. But we clearly need to get @omarchy running on this!

Shobha joined the AMD AI Developer Program to put her belief in open infrastructure for the agentic AI era into practice. By building with AMD Instinct GPUs and the ROCm software stack, she's exploring how multi-agent AI workloads can be orchestrated, optimized, and made more resilient in real-world environments. Explore Shobha's project and how she's putting AMD technology into practice: lnkd.in/eafr8DGR What is she excited to build next? Shobha is exploring AI-assisted ROCm troubleshooting, telemetry-driven observability, intelligent inference routing, and self-healing AI agents that can detect issues and trigger automated remediation. Her goal is to help make AI infrastructure more performant, resilient, and operationally efficient on AMD GPUs. Want your project featured? Share what you're building with the community and submit your project: lnkd.in/eCaRHtHG

What it’s like trying to rent AI/SI compute

After the IPO we shorted: $CBRS (closed) $SPCX (closed) $FRMI (still short) Please, please keep having VC pump up the pre ipo valuations of companies in this system.