Woody Lu @rollothomasi123
Investment, Software Engineering, GenAI, Phenomenology, Universe San Francisco, CA Joined July 2014-
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Woody Lu retweeted
On the bright side, they did finally get revenue
Woody Lu retweeted
$3bn of positive 0DTE flow over the last 15-20mins. thats quite big
Woody Lu retweeted
LLMs are basically reddit wrappers
Woody Lu retweeted
Tech (expanded) is almost half of the S&P 500 @WisdomTreeFunds
Woody Lu retweeted
好像现在Nano Banana手办又多了一个背后是 3D打印机的版本？ 用我的汽车订单截图转了几张，确实看起来比Blender应景一些，而且还会出现正在打印的半成品效果更真实了 下面👇有提示词
Woody Lu retweeted
Woody Lu retweeted
开个新坑，论文精读系列 刚看到了NVIDIA的新论文非常好，一个优化直接把大模型吞吐量提升53.6倍。还以为是神棍论文，结果阅读了下发现有东西—— Jet-Nemotron 这个论文最大的爆点是实现了与全注意力模型相当的精度的同时, 生成速度提升 53.6x，预填充速度提升 6.1x 乍一看以为是神棍论文对吧? 提升…
Woody Lu retweeted
Snowflake just reported the first acceleration of its net revenue retention rate in more than 3 years. Existing customers are spending 25% more with Snowflake each year. $SNOW
Woody Lu retweeted
PUSHING ONE FORTY TWO !!?!?!?!?!??! $PDD
Not found a single news on X yet, but Yitang Zhang just said that he finished the missing steps of Landau-Siegel Zeros Conjecture, for his work announced in 2022 🤯
Woody Lu retweeted
difficult skill for both humans and AIs:
difficult skill for both humans and AIs:
Woody Lu retweeted
Introducing DeepSeek-V3.1: our first step toward the agent era! 🚀 🧠 Hybrid inference: Think & Non-Think — one model, two modes ⚡️ Faster thinking: DeepSeek-V3.1-Think reaches answers in less time vs. DeepSeek-R1-0528 🛠️ Stronger agent skills: Post-training boosts tool use and…
Woody Lu retweeted
👏 Congrats to OpenAI — a truly great American company. On Friday it confirmed a $500B valuation, the premium multiple for being the best in AI. It also validates what we said last week on Fox Business: even if $PLTR got that same multiple, the math only works out to ~$40 a share…
Woody Lu retweeted
全球AI算力占比趋势。数据来自 Plotset。 需要注意的是我国并非下降了，实际上全球的算力都是在上升的，只不过美国增长得太多，导致我国的AI算力在全球占比不断减少。 不过目前有论调说，AI算力相对容易提升，但是电力这种基础设置的建设要以十年计，所以未来美国AI算力可能面临能源瓶颈。
Woody Lu retweeted
Billionaire David Tepper Added Over 2M Shares of $UNH In Q2 making it 12% of his portfolio….
Woody Lu retweeted
the battle lines have been drawn. interestingly, these big strikes are ~25 handles away from indicative SPX price which exactly matches the 0DTE straddle price.
Woody Lu retweeted
if you trade intraday, i think you have to know where the 99th %ile strike is. in this case is 6,445. the playbook here seems to be to push big intraday deltas into that 99th %'ile strike, and when we get into early afternoon those flows die down into a monotonous afternoon…
Woody Lu retweeted
后续：确实去台南了 看来 Google 的模型比各国官方气象局还要准些）
后续：确实去台南了 看来 Google 的模型比各国官方气象局还要准些） https://t.co/mTIGG3pu9V
Woody Lu retweeted
说来最近的台风每个国家的预报都是说要往台北走，但是 Google 的实验性 AI 模型却是说要往台南，不知道谁比较准
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