$AMD's heading to $800-$1,000 near-term IMO 🧵
Winning the CPU Fundamentally & Organically Not Financial Advice! DYOR! I do own AMD shares! TLDR: Training Agents RL = More AMD CPUs Testing Agents Rollouts = More AMD CPUs Scaling to 100s-1000s Agents = More AMD CPUs
Has anyone figured out WHAT Anthropic did to Opus 5.5?
How does it cook such crazy water shaders every single time just 3 more hours + 48% of limits quota, and Opus 5.5 literally spawned a completely new island for my project with brand new water and fauna everything you see on
I gave Sonnet 5, Sonnet 5.5, Opus 5 and Opus 5.5 the same short prompt and let each build a game in one shot at High reasoning.
The prompt was intentionally simple: "Build an endless runner in Tron visual style. 3 lanes, jump/slide/dodge, obstacles, rewards, etc. Web browser
NVIDIA let coding agents rewrite a GPU kernel.
They got 2.96x over Moonshot's FlashKDA on a B300, and on the way the agents found about ten ways to cheat. hacks NVIDIA caught, from their KDA blog: hard-coded a normalization constant (0.1778). claimed 3.74x, real 2.48x threw
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