I trade and build things || Interested in the nature of consciousness || Retweets/Profile PFPs are not endorsements

Tlon, Uqbar
Hao Jün retweeted
Not to sound zoomer coded but bro really should’ve vlogged this
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Hao Jün retweeted
Replying to @StokeyyG2
karl bushby, the man who walks the earth for 27 years from chile to his home
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Tbh this doesn't sound crazy at all
Replying to @tszzl
unified field theory / quantum gravity within the next 12 months?
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Hao Jün retweeted
very interesting calculation "by the end of 2027, the world will have enough compute to do approximately 300,000-600,000 navier stokes sized agent runs a year." 2027 pace may be hard to comprehend
by the end of 2027, the world will have enough compute to do approximately 300,000-600,000 navier-stokes-sized agent runs a year. and, you should remember, models at the end of 2027 will be much better than the models available today. it's going to be wild.
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Everyone wants to be the software layer. Nobody wants to actually do work irl
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Hao Jün retweeted
You know what everyone still needs after the singularity? Housing.
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Hao Jün retweeted
Today I call upon the blockchain industry to calmly begin planning for "bunker mode". My personal recommendation is to set in motion a controlled mass migration of assets to fresh addresses, i.e. addresses whose pubkeys remain hidden behind a hash. Holders, starting with large and sophisticated ones, should consider moving the bulk of their funds to addresses that have never signed a transaction. And when they do sign one, they should also move remaining funds to a new address (possibly generated from the same seed phrase). Don't rush. While I believe there is cause for action a rushed migration would do more harm than good. Don't panic either. Moving assets to protected addresses is a simple, preventative step which does not require new cryptography or new wallets. IMO it is now reasonable to brace for the possibility that ECDSA breaks before qday, in the worst case in months not years. By "break" I mean fast private key recovery (e.g. in one week) on available hardware (e.g. a large GPU cluster). Recent days have been humbling for human mathematical intuition. Long-held, unquestioned hypotheses have fallen. This includes the n log(n) bound for integer multiplication and the 3SUM conjecture. In hindsight, May's unexpected disproof of the Erdős unit distance conjecture was our warning shot. Yesterday's OpenAI drop made it clear that mathematical superintelligence is upon us. They say there are weeks where decades happen. We are about to live through weeks where centuries of mathematical progress happen. Could our magic 64-byte ECDSA signatures be too good to be true? Was it just security through obscurity all this time? Elliptic curves feel especially vulnerable to superintelligence. Curves carry rich structure, with room for fancy tricks like Schoof, Frobenius, pairings. (By contrast, hashes are designed to minimise algebraic structure.) Separately, as Ewin Tang can attest, an efficient quantum algorithm sometimes foreshadows an efficient classical one. We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once. Also noteworthy is the striking under-representation of cryptographic breakthroughs among the 722 mathematical results OpenAI published. I've witnessed first-hand the US government censoring academic quantum cryptanalysis results. Backroom interventionism is my base case. I urge large, sophisticated actors to lead by example. Project11's "risq list" (bitcoin-risq-list.projecteleven[.]com) is a great tracker of exposed BTC pubkeys. Binance, Bitbank, Robinhood, Bitfinex, and Tether have an opportunity to harden their cold storage. Next month I'll address institutions in London in a live Q&A (forum.ethereuminstitutional[.]org/london-2026). Again, please do not rush. Wallets holding under 50 BTC enjoy partial cover from "Satoshi's shield", i.e. his 20K exposed addresses that hold 50 BTC each. Load-bearing signers like oracles and L2 security councils should consider rotating ECDSA pubkeys with every signed message and/or multi-signing with a hash-based schemes like SPHINCS. Exiting bunker mode safely will require post-AI cryptography. My inclination is to go all-in on hash-based cryptography and avoid structured mathematical assumptions entirely, whether from curves, lattices, or isogenies. A single battle-tested hash (e.g. from the SHA or BLAKE families) yields plausible post-AI security. The Ethereum roadmap on strawmap[.]org fully embraces hash-based cryptography with end-to-end formal verification as a response to the quantum threat. Those timelines must now be revisited and accelerated in light of mathematical superintelligence. I'll be pushing for maximum defensive acceleration.
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Hao Jün retweeted
in like 6 months we’re going to have the open source version of models able to solve at this level and from now on it’s renaissance baby
We’re releasing a broad range of new mathematical results produced by an internal frontier model. We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results. github.com/openai/math
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Hao Jün retweeted
mathematicians after contributing the first 3000 years of research
SITUATION DETECTED: OpenAI plans to post solutions to hundreds of unsolved math problems on GitHub today in a mass release, per Wired.
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Will degrees pre-LLM be valued more than degrees post-LLM? Pre nuclear steel
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Hao Jün retweeted
Half the attendees on the right killed themselves after 10/10 The only remaining attendees are the sugarbaby BD growth chicks who trade with $0 hence they didnt get liquidated at all
左图是2026 右图是2025
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Math is fucking dead, so is computer science...
We’re releasing a broad range of new mathematical results produced by an internal frontier model. We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results. github.com/openai/math
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Suddenly, AI has solved 90 of the 500 most important open problems in mathematics Highest ranked problems: #2 Riemann Hypothesis — PARTIAL #4 Hodge Conjecture — PARTIAL #5 Birch and Swinnerton-Dyer Conjecture — PARTIAL #10 Extended Riemann hypothesis for Dedekind zeta functions — PARTIAL #12 Generalized Riemann Hypothesis for Dirichlet L-functions — PARTIAL #15 Tate Conjecture for Algebraic Cycles — PARTIAL #22 Hilbert's Tenth Problem over the Rationals — FULL CLAIM #24 Grothendiecks Generalized Hodge Conjecture — PARTIAL #28 Matrix-Multiplication Exponent Equals Two — PARTIAL #29 Unique Games Conjecture — FULL CLAIM #31 Anderson Model Extended States in Dimension at Least Three — FULL CLAIM #37 Prove the Penrose inequality or present a counterexample — FULL CLAIM #38 Higher-dimensional Euclidean Kakeya conjecture — PARTIAL #39 Modularity of Elliptic Curves over Number Fields (End_K(E)=Z) — PARTIAL #40 Hilbert's Sixteenth Problem, Second Part — PARTIAL #46 Fourier restriction conjecture — PARTIAL #47 The Fontaine-Mazur Conjecture on Geometric Galois Representations — PARTIAL #48 Nonexistence of Landau–Siegel zeros for quadratic Dirichlet L-functions — FULL CLAIM #52 The Baum-Connes Conjecture for the K-Theory of Reduced Group C*-Algebras — FULL CLAIM #62 Permanent versus Determinant over C — PARTIAL #69 Finiteness of the Tate-Shafarevich Group for Elliptic Curves — PARTIAL #72 Termination of Flips Conjecture in the Minimal Model Program — PARTIAL #77 Chowla conjecture on correlations of the Liouville function — PARTIAL #78 Abundance Conjecture for the minimal model program — FULL CLAIM #80 Hadwiger Conjecture — FULL CLAIM #83 Zilber-Pink Conjecture on Unlikely Intersections — PARTIAL #87 Bose-Einstein Condensation in Interacting Continuous Bose Gases — FULL CLAIM #92 Entanglement Area Law for 2D Gapped Quantum Systems — FULL CLAIM #94 Grothendieck Standard Conjecture of Hodge Type — PARTIAL #95 Kannan-Lovasz-Simonovits conjecture on isoperimetry of log-concave measures — PARTIAL #99 Grothendiecks Section Conjecture in Anabelian Geometry — PARTIAL #112 The Haldane Conjecture on Spectral Gaps of Antiferromagnetic Quantum Spin Chains — PARTIAL #114 Iitaka conjecture C_{n,m} on subadditivity of Kodaira dimension — FULL CLAIM #119 The Borel Conjecture on Topological Rigidity of Aspherical Manifolds — FULL CLAIM #124 Aspherical Manifolds Admit No Metric of Positive Scalar Curvature — FULL CLAIM #130 Polynomial Bound for Limit Cycles of Planar Polynomial Vector Fields — PARTIAL #136 Erdős problem 3: divergent harmonic series and long arithmetic progressions — FULL CLAIM #139 Cannon's conjecture — FULL CLAIM #145 Residual Finiteness of Hyperbolic Groups — FULL CLAIM #153 Congruent Number Problem — PARTIAL #161 BPL = L (Derandomizing Bounded-Error Logspace) — FULL CLAIM #163 NP versus the Existential Theory of the Reals — PARTIAL #169 The Free Group Factor Isomorphism Problem — FULL CLAIM #172 Conformal Invariance of the Critical Random-Cluster Model with q <= 4 — FULL CLAIM #179 Arnold Conjecture on Hamiltonian Fixed Points — FULL CLAIM #181 Polyakov Conjecture: Absence of a Phase Transition for Planar O(n) Models with n >= 3 — FULL CLAIM #183 Smooth anisotropic Calderón uniqueness from full boundary data — FULL CLAIM #193 Nonvanishing conjecture for projective log canonical pairs — FULL CLAIM #195 Parity conjecture for elliptic curves — PARTIAL #198 Long-Range Order in the Quantum Heisenberg Ferromagnet — FULL CLAIM #203 Bochner-Riesz conjecture — PARTIAL #205 Local Smoothing Conjecture for Wave Equations — PARTIAL #206 Kaplansky's Zero-Divisor Conjecture for Torsion-Free Groups — FULL CLAIM #210 Artin's primitive root conjecture — PARTIAL #211 Hilbert-Smith Conjecture — FULL CLAIM #213 Falconer distance set conjecture — FULL CLAIM #222 Virasoro Conjecture for Gromov–Witten Invariants — PARTIAL #224 Wall's Poincare Duality Group Conjecture — FULL CLAIM #225 K(pi,1) conjecture for Artin groups — FULL CLAIM #234 Unconditional 2−epsilon Inapproximability of Minimum Vertex Cover — FULL CLAIM #235 Chromatic Number of the Plane (Hadwiger--Nelson Problem) — PARTIAL #237 Global Existence of Classical Solutions to the Relativistic Vlasov-Maxwell System — PARTIAL #239 Universal Optimality of the Hexagonal Lattice in Dimension Two — FULL CLAIM #246 De Giorgi Conjecture for the Allen-Cahn Equation in Dimensions 4 to 8 — FULL CLAIM #254 Exact satisfiability threshold for random k-SAT for small k (k = 3) — PARTIAL #256 Polynomial-Time Decidability of Semidefinite Programming Feasibility — PARTIAL #260 RL versus L — FULL CLAIM #261 Kadison Similarity Problem for C*-Algebras — FULL CLAIM #267 Sidorenko Conjecture on Bipartite Homomorphism Densities — FULL CLAIM #268 Shafarevich Holomorphic-Convexity Conjecture — FULL CLAIM #270 Kuznetsov Rationality Conjecture for Cubic Fourfolds — FULL CLAIM #271 All groups are good: the four-dimensional disc-embedding conjecture — FULL CLAIM #278 Planar homogeneous Mumford–Shah local-structure conjecture — PARTIAL #284 Nearby Lagrangian Conjecture — FULL CLAIM #285 Cartan-Hadamard isoperimetric conjecture — FULL CLAIM #289 Sharp Upper Bound in Yau's Conjecture on Nodal Sets of Laplace Eigenfunctions — FULL CLAIM #290 Kaplansky's Idempotent Conjecture — FULL CLAIM #291 Calderón uniqueness for bounded measurable real isotropic conductivities — FULL CLAIM #292 Global Attractor Conjecture for Complex-Balanced Mass-Action Systems — FULL CLAIM #295 Zariski Multiplicity Conjecture for Hypersurface Singularities — FULL CLAIM #297 Amenability of Thompson's Group F — FULL CLAIM #298 Griffiths Positivity Conjecture for Ample Vector Bundles — FULL CLAIM #300 The Singer Conjecture on Vanishing of L2-Cohomology of Aspherical Manifolds — PARTIAL #305 Birkhoff Conjecture (Near-Boundary Continuous Invariant Foliation) — FULL CLAIM #306 Secret key from all entangled states — FULL CLAIM #311 Mahler Conjecture on the Volume Product of a Convex Body — FULL CLAIM #321 Finiteness of Finitely Presented Periodic Groups — FULL CLAIM #328 Sinai's Positive Metric Entropy Conjecture for the Chirikov Standard Map — FULL CLAIM #334 Unrestricted Linear-Circuit Lower Bound for the Discrete Fourier Transform — FULL CLAIM #343 Koebe circle-domain uniformization conjecture — FULL CLAIM #351 Kobayashi Conjecture: Hyperbolic Compact Kähler Manifolds Have Ample Canonical Bundle — FULL CLAIM #356 Bott Conjecture: nonnegatively curved simply connected manifolds are rationally elliptic — PARTIAL #357 Strong Hyperplane Conjecture for Isotropic Constants — FULL CLAIM #358 CAT(0) Models for All Word-Hyperbolic Groups — FULL CLAIM #359 Hopf Conjecture: no metric of positive sectional curvature on S^2 x S^2 — PARTIAL #361 Alperins Weight Conjecture for Modular Representations of Finite Groups — FULL CLAIM #364 Log-Brunn-Minkowski Inequality for Symmetric Convex Bodies — FULL CLAIM #366 Hyperkähler SYZ (Lagrangian Fibration) Conjecture — FULL CLAIM #368 Benjamini-Schramm conjecture p_c<p_u for non-amenable Cayley graphs — FULL CLAIM #369 Dixmier unitarisability problem for discrete groups — FULL CLAIM #374 Fujita Freeness Conjecture — FULL CLAIM #375 Nagata Conjecture on Plane Curve Linear Systems — FULL CLAIM #378 Toms–Winter: Strict Comparison Implies Z-Stability — FULL CLAIM #379 Margulis–Platonov normal-subgroup conjecture — FULL CLAIM #388 Shelah's Categoricity Conjecture for L_omega1,omega — PARTIAL #392 Measure-zero singular set of stationary integral varifolds — FULL CLAIM #401 Serres Positivity Conjecture for Intersection Multiplicities over Regular Local Rings — FULL CLAIM #403 Rokhlin problem on multiple mixing — FULL CLAIM #419 Lück's Determinant Conjecture for Discrete Groups — FULL CLAIM #420 Absolute continuity of Bernoulli convolutions outside reciprocal Pisot parameters — FULL CLAIM #421 GNRS Conjecture — PARTIAL #424 Irrationality of Catalan's Constant — FULL CLAIM #425 Separable Quotient Problem for Banach Spaces — FULL CLAIM #430 Long-Time Existence of the Calabi Flow on Compact Kaehler Manifolds — FULL CLAIM #432 Combinatorial Invariance of Kazhdan-Lusztig Polynomials — FULL CLAIM #434 Realizable Limit Shapes in Two-Dimensional First-Passage Percolation — PARTIAL #438 Zariski Cancellation Problem (characteristic zero, dimension ≥ 3) — FULL CLAIM #440 Stein's Conjecture on the Hilbert Transform along Lipschitz Vector Fields — FULL CLAIM #448 Smooth Realization of Finite-Entropy Ergodic Transformations — FULL CLAIM #450 Deligne–Drinfeld Freeness Conjecture for grt_1 — FULL CLAIM #453 Shub entropy conjecture — FULL CLAIM #456 Maximal Number of Mutually Unbiased Bases in Composite Dimensions — PARTIAL #458 LeBrun-Salamon Conjecture: positive quaternion-Kahler manifolds are symmetric spaces — FULL CLAIM #461 Kaplansky's Direct Finiteness Conjecture — FULL CLAIM #465 David–Semmes Riesz-transform problem in intermediate dimensions — FULL CLAIM #467 Small Cohen-Macaulay Conjecture — FULL CLAIM #468 Ergodicity of Irrational Triangular Billiards — FULL CLAIM #472 CAT(0) Conjecture for All Artin Groups — FULL CLAIM #475 Katok entropy rigidity conjecture — FULL CLAIM #476 Polynomial-Time Solvability of Condon's Simple Stochastic Games — PARTIAL #480 Furstenberg No-Bigeodesics (Planar FPP, Standard Minimum Moment) — FULL CLAIM #483 Gaboriau's Fixed Price Problem for Countable Groups — FULL CLAIM #484 Persistence Conjecture for Weakly Reversible Mass-Action Systems — FULL CLAIM #486 Campana-Peternell Conjecture — PARTIAL #497 Maximum Number of k-sets and Complexity of k-levels — PARTIAL
We’re releasing a broad range of new mathematical results produced by an internal frontier model. We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results. github.com/openai/math
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Remember when you had to ; the code or it wouldn’t run, and you’ll spend hours debugging lines and lines of nested classes to find one IF statement that has = instead of ==?
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Hao Jün retweeted
This guy re-created all the adobe apps with opus-5.5, ported them to rust, and opensourced them something really cool is happening
Community note
These projects are partial open-source Rust reimplementations of Adobe apps (built rapidly with AI agents), not complete recreations; their READMEs and roadmaps document many missing features and features still in development. github.com/storytold/phot… github.com/storytold/vect… github.com/storytold/vect… github.com/storytold/film… github.com/storytold/film… github.com/storytold/ligh… getartcraft.com
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Hao Jün retweeted
i just realized that gta6 is going to get decompiled within the weekend of release and we're about to get an insane level of legal scrutiny across this entire world gta6 is taketwo's entire multi-year business plan it's gonna be early YT all over again
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Hao Jün retweeted
Meet Mistral Large 4, aka Le Chonk. • 1T parameters, natively multimodal. 49B active. It is the best open weights model from US or Europe on aggregated benchmarks. • State-of-the-art on critical workloads, including cyber defense, manufacturing and finance and it surpasses closed frontier models on visual grounding. • Forged in Europe end-to-end and is deployable from Europe via our own Mistral Cloud infrastructure. • Available to all via API today. Working with cybersecurity partners privately. Open weights release end of October.
Made with AI
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Hao Jün retweeted
In electricity markets, a "merchant" power plant is one built without a buyer. It sells whatever it generates on the spot market and hopes the price holds. Lenders dislike them. Most plants get built only after someone signs a long contract for the output. GPU clouds are learning the same lesson. For years, the on-demand market ran on merchant capacity. A neocloud would buy a few hundred GPUs on speculation, list them across marketplaces, and fill them by the hour. The arrangement suited the marketplaces well. They took the listing, earned on every hour sold, and carried none of the risk if the hours went unsold. The provider bought the hardware. The marketplace held a free option on it. That free option is disappearing. The first reason is financing. Lenders now want contracted revenue before they fund hardware, and an hourly listing is not contracted revenue. Capital that once backed speculative clusters now asks for minimum commitments and utilization floors before it will release the capacity. The second is risk appetite. When three-year reservations sell as fast as they are offered, nobody needs to gamble on an hourly fill rate. Why take merchant risk when the contract is sitting on the table? So providers are doing the rational thing. They are pulling capacity back and selling it as reserved blocks. What they still list, they list on new terms: the marketplace commits to something, or the capacity goes elsewhere. The prices reflect it. The average on-demand H100, a chip now three years old, rose about 6% over the summer. One widely followed index has the B200 up nearly 80% in three months, to about $8 an hour. Flexibility hasn't vanished. It has simply stopped being cheap. Spot remains, and for good reason. Any provider serious about its SLAs keeps warm spare nodes ready to swap in when hardware fails. Between failures, those spares can earn something. That is spot capacity: real, useful, and recallable the moment a reserved customer needs it. None of this makes marketplaces obsolete. Buyers still need a place to compare, source, and place capacity across dozens of providers. What has changed is the bargain. A marketplace that brings nothing but a listing page now has very little leverage. One that shares the risk has a great deal. That is the shift we have made at Shadeform. Our new provider agreements commit us alongside our partners, structured so that we do not win unless they win. Flexibility is an option, and options have a price. For years the market let intermediaries hold that option for free. Those days are over.
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Hao Jün retweeted
Good morning. We found the reason that trillions of dollars of debt is trying to be rushed out. Since 2025 Blackrock, Blackstone, and KKR have been building and selling (to pensions) all of the Ai debt as “confidential tenant” securities made up of 25% BBB or lower tenants. A typical CMBS or RMBS is 6-7% BBB or lower. Literal CMBS Jenga $CRWV $ORCL $NBIS $APLD $HUT $IREN
Here is why there is so much excitement to issue 10% bonds to $CRWV Blackstone, Blackrock, and KKR are using the massive amounts of trash debt to stuff into Ai data center securities to be sold (to pensions). 75% are major hyperscaler bonds. 25% are Neo-clouds and lower level garbage (BBB or less) Comparison Typical RMBS or Multifamily CMBS is 6-7% BBB or lower It only takes a small part of that garbage to fail and the whole bond fails. All those fees they’re collecting though. Pensions will get wrecked. $CRWV $ORCL $NBIS $APLD $IREN Cyrusone 2025-1 BX 2025-Volt ScaleLogix 2025-1 This is around $8 billion of securities
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