long makeout sessions that don’t even need to lead to sex but enjoying the pure rising lust and sexual tension that builds up while making out in sync as the kisses get sloppier and sloppier🙂‍↕️

Tadasuke Makino explains he didn't have the pace required to go for the win today. Yesterday was frustrating, but he wants to work together with his engineer Kimitoshi Sugisaki to improve. It sounds like following yesterday's high tension, things are patched up again. #SFormula#

Social Engineering Kids: How the US Turns Ukraine Against Russia and Taiwan Against China In Ukraine, children as young as five are growing up with books like Larisa Nitsoy’s Invincible Ants. It tells a simple story: hardworking ants live peacefully until neighboring ant-lions, who claimed to be brothers, suddenly attack and destroy their home. The ants fight back, suffer losses, show courage, and finally win. The book became a national bestseller and won prizes. It is presented as a way to explain the war to young kids. This is not just a children’s story. It is careful social engineering. From an early age, children learn that the neighbor who spoke of brotherhood cannot be trusted and must be driven out. After 2022, Russian language and literature disappeared from school programs. History lessons started treating the Soviet years as pure oppression and added ideas like “ruscism.” Russian books were removed from many libraries. The goal is clear: raise a generation that sees Russians not as people with a shared past, language, and family ties, but as permanent enemies. That kind of lasting hostility is useful if you want a reliable proxy. The same method has been used in Taiwan for years. History books once presented the island as part of a longer Chinese civilization. Over time they shifted. Taiwanese history became the center. Chinese history was shortened, pushed to the side, or mixed into broader Asian and world stories. Classical Chinese texts were cut back. The connection to the mainland was made to look distant or even threatening. Officially this was about building a separate identity. In practice it creates distance and suspicion toward the larger neighbor — exactly what you need if you want a territory to stay a permanent point of tension. Both cases follow the same American pattern of divide and conquer. Change what children learn so the “other” side looks foreign and dangerous, while the local side looks like the pure victim and hero. Ukraine was shaped into an anti-Russia tool after 2014 and especially after 2022. Taiwan has long been treated as an anti-China tool. Young minds take in these stories before they can think about the real shared history — East Slavic roots and Orthodox traditions in one case, deep civilizational links in the other. The ant story works so well because it is simple, emotional, and easy for small children to remember. No complicated facts needed. After watching these games for decades, the pattern is obvious. Create lasting hatred or separation in the next generation and you guarantee ongoing conflict, dependence on outside sponsors, and refusal of any practical peace based on history or common sense. Russia and China are the real targets. The proxies are just tools that can be used and discarded. These “invincible” children’s books and rewritten school lessons are not mainly about protecting kids from hard truths. They are about making sure the fear and division last longer than today’s politicians. Stay informed. Do not just accept the pretty packaging.

DeepMind's CEO wants a referee for frontier AI Demis Hassabis (@demishassabis) is calling for a new standards body to vet frontier AI models before release, modeled on Wall Street's FINRA. Government-backed, industry-funded, run independently. Labs would share models up to 30 days before launch, voluntary at first, then required to pass to deploy in the US. It would replace the ad hoc reviews of Anthropic's Mythos and OpenAI's Sol that drew fire for opaque, non-expert calls. But a self-regulator funded by the labs it polices carries obvious tension, and the White House's own AI advisor recently said there "will not be an FDA for AI." Hassabis says AGI is only a few years out. Can the rulebook catch up in time?

I used to think in years. Now I think in decades. When I started @Kong, I might have guessed we'd hit certain milestones sooner than we did. But looking back, we've also built something FAR bigger than anything I could have mapped out at the start. Both things are true at the same time — and that tension taught me something I wish I'd understood earlier. We overestimate what we can do in the short term, and we dramatically underestimate what we can do in the long term. The companies that compound — the ones that end up defining their era — aren't necessarily the ones moving fastest in year one. They're the ones who identified something foundational. For us, that was APIs. The world was going to generate more APIs, more connections, more traffic — no matter what. That was true in 2015. It was true in 2020. It's more true today than ever, now that every AI agent on the planet runs on APIs. We didn't need to predict the LLM revolution. We just stayed close to something fundamental and made sure we did it better than anyone else in the world. That's what a long time horizon gives you. Not certainty about the destination — but the patience to let the right bets compound. I think about this a lot as we build Kong into the connectivity layer for the AI era. We're in the middle of something that will take another decade to fully emerge, even as it changes every day. That's exactly where we want to be.

Jensen called this “probably the single most important chart for the future of AI factories”. Y-axis is “Throughput” (total volume) while X-axis is “Token Speed” (more tokens per second = more interactivity for a user + more context + more reasoning). Cerebras IPO very much about the chart. Firms market and price token offerings on those two variables, which are in tension. A free tier typically is high throughput but lower token speed. Meanwhile, the priciest tier would have lower througput but high-value tokens (eg. research, coding) SemiAnalysis makes the analogy of a “bus vs a Ferrari: you can choose to serve lots of users slowly, a single user quickly, or anything in between.” Nvidia’s challenge is to build systems that lift the entire line up and to the right. Jensen says Vera Rubin architecture improves revenue opportunity 5x vs. Blackwell. Then, if you add Groq to Vera Rubin, that revenue opportunity is up 10x vs. Blackwell. Groq is Nvidia’s option for delivering the higher value tokens at speed, which is the same market that Cerebras is targeting. Cerebras is attacking the problem with a massive, single-wafer design. Meanwhile, Groq uses multiple, smaller, connected chips and a specialized processor architecture design (Language Processing Unit aka LPUs).

My cat Pretzel has stolen exactly one item of laundry from every single machine at the laundromat below my apartment for the past two years, and the owner, Mr. Choi, has started keeping a lost-and-found bin specifically labeled "PRETZEL'S." "He got a onesie today," Mr. Choi told me, holding up tiny striped pajamas like evidence. "Baby's mother came back for it twice already. Very upset." "I'll bring it back," I said, mortified, for probably the fortieth time. "No, no," he said, waving me off. "People come back for the bin now. It's good for business. Everybody knows Pretzel's bin, everybody checks it even if they didn't lose anything, buys a coffee while they look." I didn't believe that until I actually watched it happen…. a woman searching for a missing sock, not finding it, buying a candy bar from the vending machine out of what I can only describe as guilty loyalty to the establishment that had housed her sock's kidnapper. "He's basically an employee," Mr. Choi said, entirely serious, sliding him half a fish cake under the folding table. The baby's mother came in a third time last week. Mr. Choi handed her the onesie before she even asked, already smiling. "Pretzel says sorry," he told her. She laughed, actually laughed, tension gone completely, and bought two coffees on her way out. Pretzel was already back at it an hour later, dragging a single striped sock toward his corner like a job he'd never once considered optional.

I'm a cardiologist. I've had my hand on the human heart for more than twenty years. I've felt it race with fear and go still with grief. And somewhere along the way I stopped believing the thing they taught me in medical school — that the heart is only a pump. The heart is a witness. It keeps a record of everything we were too afraid to feel. Let me tell you about a patient. I've changed her details, but the truth of her is exact. She came into the ER gripping her chest, certain she was dying. Her EKG was alarming. Her cardiac enzymes were up. We rushed her to the cath lab expecting a blocked artery. We found nothing. Her coronaries were pristine. Beautiful, even. What she had was Takotsubo cardiomyopathy. We call it broken heart syndrome. Under a surge of overwhelming stress, the heart muscle balloons and fails — mimicking a heart attack down to the last detail, with no blockage at all. The artery is innocent. The grief is not. When she was stable, I pulled a chair to her bed and asked her a quiet question. Not about cholesterol. About her life. And it came pouring out of her. She was the one everyone leaned on. The daughter who never said no to her aging parents. The mother who never said no to her grown children. The wife who never said no, period. She had spent fifty years being everyone's reliable vessel — and had not, in her own words, "taken a full breath in decades." Her arteries were flawless. Her heart had simply had enough of holding what she would not put down. I have thought about her for years. Because she is not the exception. She is most of us. And here is the part I need you to understand — because it is not poetry, it is physiology. Swallow yourself for forty years and your body keeps the score. Your sympathetic nervous system stays quietly switched on. Cortisol runs high. Blood pressure climbs. Inflammation smolders in the vessel walls. Heart rate variability — one of the truest signatures of a resilient heart — narrows and stiffens. Her ballooned heart was not a metaphor. It was her body doing the math on a lifetime of unspoken no. We think we are burying our feelings. We are not. We are storing them — in our arteries, in our sleep, in the tension we carry so long we forget it isn't part of us. Two hundred years ago the Kotzker Rebbe said a thing I can now confirm on an echocardiogram: there is nothing so whole as a broken heart. He didn't mean it as consolation. He meant the heart that has been broken open is the only one large enough to hold the truth. Rumi, from the other side of the world, said the same thing: the wound is the place where the light enters you. Your broken heart is not your malfunction. It is your assignment. The break is where the light gets in — and where your light finally gets out. So here is the one question I now ask before I write a prescription. It is so simple it embarrasses me that I did not learn it in medical school: Where in your life are you not saying no? Almost everyone knows the answer before I finish the sentence. There is a no you are swallowing right now — to keep the peace, to please someone, to stay the strong one, the reliable one, the one who never needs anything. And every swallowed no is a small dose of stress hormone. A quiet tax on the heart. Paid daily. For years. Until the bill comes due in a cath lab, or a sleepless 3 a.m., or a body that suddenly won't cooperate and no one can tell you why. If that question just landed somewhere in your chest — don't rush past it. That feeling is not nothing. That is your own heart, finally getting a word in. My patient went home. She started saying no. Small ones first. Then real ones. She let people carry themselves for a change. The last time I saw her, her blood pressure was down. Her sleep was back. And she laughed — a real, unguarded, surprised-by-itself laugh — right there in my exam room. Her arteries were still perfect. But now, so was her breathing. You do not have to wait for a broken heart to learn what it came to teach you. Call the friend you've been meaning to call for a year — call, don't text. Say the no you've been swallowing. Feel the thing you've been outrunning. And let yourself be happy anyway, even with the world on fire, because your joy was never a betrayal of anyone's pain. The wound is where the light enters. Your heart already knows the way home. It's just waiting for you to stop holding your breath. I wrote and essay — the five regrets of the dying, why nobody was ever born a coward, and how the heart keeps its record — on my Substack:

Reuters: Australian Foreign Minister Penny Wong said on the sidelines of the ASEAN meeting today that Australia regards China’s recent missile test in the Pacific as destabilizing, and expressed serious concern over the recent South China Sea incident between China and the Philippines. She also said Australia is concerned about “some of the aggression” it is seeing in the South China Sea, and that countries in the region have a choice to make about how to respond. What is China’s response? Lin Jian: China has made its position clear on the Philippine personnel’s malicious attack on Chinese law enforcement personnel. Relevant countries turned a blind eye to the sheer facts of the Philippines’ infringement activities and provocations, made groundless accusations against China, and rehashed “the South China Sea Arbitral Award,” which is illegal, null and void. China firmly opposes such actions. With the joint efforts of China and ASEAN countries, the situation in the South China Sea is generally stable. The root cause of the tension at sea lies with the deliberate infringement activities and provocation of the Philippines. Relevant countries are not parties in the South China Sea, and are in no position to interfere in the maritime issues between countries concerned. Apparently, whenever something happens at sea, the same few countries immediately point their fingers at China regardless of who exactly is at fault. Are they trying to keep the South China Sea peaceful and stable, or simply to destabilize? I think the answer is quite clear. We urge relevant countries to stop hyping up tensions and sowing confrontation, and earnestly respect regional countries’ effort for peace and stability in the South China Sea. China will continue firmly safeguarding its sovereignty, rights and interests in accordance with the law, properly handling maritime disputes with parties concerned through dialogue and consultation, working with ASEAN countries to fully and effectively implement the Declaration on the Conduct of Parties in the South China Sea, and moving forward consultations on a code of conduct in the South China Sea so as to jointly safeguard peace and stability in the South China Sea. On the test launch, China has made clear its position more than once. The launch is a routine training activity of China’s military. It is not directed at any specific country or target. The Chinese side had notified relevant countries including Australia beforehand, as is consistent with international law and customary international practice.

Stock Ratings [June 7th]: On current AI sector crash. Explanations below. Strong Buy: $GOOGL $MU $SNDK SK Hynix Buy: $AMZN $AEHR $AAOI $CIEN $COHR $CRDO $DELL $FN $FORM $GLW $JBL $LITE $MDB $MRVL $MSFT $NBIS $NOW $NVDA $RDDT $RKLB $SIVE Hold: $ARM $ASML $AVGO $AXTI $BE $META $MTSI $PLTR $SOFI Avoid: $CBRS $CRWV $ETH $HIMS $IBIT / $BTC $IREN $MELI $SNAP $TSLA $SPCX (SpaceX) IPO --- Thoughts: Strong Buy: GOOGL - $85B raise is dilutive but they actually have ROI on their capex. Tbh, they'll probably always be a Strong Buy for me. Just the cleanest AI ROI among all the megacaps. MU / SNDK / SK Hynix - If you're not bullish on memory, then idk for you. Buy: AMZN - Mainly for AWS reacceleration + Trainium. But some tension comparing AWS growth (+17%) vs Azure (+31%). Feel like custom silicon + distribution combo is durable even if growth rate lags a bit. AEHR - H2 ramp in WLBI/PLBI systems coming, anchored by "significant" follow-on Sonoma order from lead hyperscale customer. Just need to wait a bit esp. for rev to inflect. But AI ASIC burb in is mandatory as device power goes up. AAOI - Q3 capacity ramp (via facility expansion in Texas) toward 650k+ 800G/1.6T units/mth. Capacity coming online is the catalyst imo along w/ already known laser bottleneck + Made in US premiums. CIEN - Just a high quality biz that got pounded last week (-22%). Beat + raise earnings, but stock dropping this much is an overreaction. CEO even said demand is "structural, multi year and AI-driven" shown by AI-driven DCI being their fastest growing part of the order book as new long-haul routes get built for latency and bandwidth. COHR - upcoming CPO ramp (Nvidia spectrum-x) will speed things up, these prices will look cheap when we look back imo. CRDO - Personally bought a ton last week post-earnings drop. Like Ciena, v. high quality compounding hold through the whole AI supercycle. Crazy high margins. Obviously compete w/ Marvell/Broadcom on SerDes, but also need to factor in the 1.6T switch replacement cycle into late 2026. DELL - Trump effect. I've learnt my lesson and will listen to him next time. FN - v. low drama way to ride transceiver demand + iPronics sipho line for cpo. New datacom wins also extending into next FY, although some Nvidia conc. risks. Put them in Buy just to be generous as was unsure tbh. FORM - Important for HBM, adv packaging and CPO for higher yields. Foundry test intensity only set to increase w/ production. GLW - Lead glass core substrates which are an advanced packaging bottleneck. LTP w/ Nvidia to expand US optical manufacturing for AI infra too. JBL - Stock has done nothing for a month, but earnings coming up could be a nice catalyst for a push higher from their DC infra segment growing + outpacing drag from legacy mobility/ev exposure / margin mix. LITE - CPO ramp + Nvidia qualification like Coherent. MDB - AI is not replacing them. Imo they win vs. bolt on vector stores since their architecture is so simple. MRVL - going to $1T according to Jensen. Underlying business is solid though esp. w/ Celestial acquisition for photonics. SPY inclusion last week too is a big positive. MSFT - Current valuations are a joke tbh, markets probs punishing some margin compression. Rev +18%, Azure +40%, AI run rate +123%. So, v. clear enterprise monetisation path. Will be buying next week in retirement account. NBIS - Best neocloud by far. They're a $100B biz vs. ~$57B currently. Jensen: "Nebius will take care of you." NOW - AI is not replacing them. No enterprise CEO/CTO is dumb enough to offboard them at this point. NVDA - Same as Microsoft. Been buying this whole time, but am now even more confused at current cheap valuations. RDDT - AI is not replacing them. Cash printer. ARPUs improving also in legacy segments like international. RKLB - #2# in commercial launch after SpaceX + their IPO should re-rate the entire space comp set where RKLB is the main liquid proxy. Unbelievable earnings also, just executing so well rn. SIVE - everyone on X knows at this point? Hold: ARM - current valuation prices in flawless execution imo. But their IP is growing in DC CPUs e.g. Nvidia grace, AWS Graviton etc. ASML - Elon said yesterday: "ASML should be treasured and supported. It is arguably the greatest company in Europe." - I agree. Also Terafab fireside chat next week High-NA EUV is the next leg, locking in the roadmap through the decade. Could also be a "Buy" for more risk averse people. AVGO - CEO didn't raise >$100B FY27 target + flagged that Google will multi-source. Current AI mix is also diluting margins slightly. Just needed a pullback before the thesis starts working again. AXTI - InP substrate bottleneck, crucial for AI buildout rn. Could also buy rn, just a slow dca since they've run up a ton already + raise completed ($632M) to 2x InP capacity. BE - SOFC winner imo (Ceres 2nd). Don't think it's a buy just yet due to some valuation vs. profitability gaps. META - hold based on capital allocation mainly. Market seems wary of the ROI on their AI capex hence the continuous dips. Also potential raise to fund capex like Google too - once that digests, I'll personally look to buy. MTSI - Big fan of their investment into $IQE since it de-risks operations a lot, but just think COHR/LITE are better options for 800G/1.6T transition. PLTR - Relatively poor Risk:Reward at current multiples. SOFI - rate sensitivity. Loan book + credit performance carry macro risk which caps conviction rn. Some positives though w/ young + growing member base. Would need to look at credit trends + Fed path in June FOMC to re-assess. Avoid: CBRS - avoid at current prices. Would want it to come down closer to ~$40B mc before I look to dca. Would love to hold since they own genuinely unique tech. CRWV / IREN - Financing for both is a mess...debt/dilution. Nebius are just a better multi yr neocloud. HIMS - Forced out of higher margin GLP1s into lower margin braded GLPs from Novo/Lilly. Feel like their moat was to do w/ regulatory arbitrage on compounding. With that gone, it's a customer acquisition + churn biz buying branded drugs at lower margin. IBIT / BTC - Macro setup is hostile. Higher rates for longer (10Y ~4.54%, 30Y >5%) raise opportunity cost. Pure liquidity/risk appetite instrument + both are tight rn. ETH - same as bitcoin. MELI - personally a little confused - either a hold/avoid. Seeing some margin compression via their credit book growing faster than revenues. Talks of margin recovery next year, at which point the stock could re-rate. SNAP - Absolute worst social media app + CEO is a weirdo. Platform keeps losing share to Meta/Tiktok. TSLA - Huge competition from other EV makers shown by production > deliveries volumes. Humanoids will be their next key growth driver, just a little while away. SPCX (SpaceX) IPO: I never personally participate in IPOs + SpaceX specifically is way too overvalued for me. Will be going long eventually though. Rough ballpark would be ~$1.5T if it gets there post IPO. --- Just for very high level notes at current stock prices (NFA). I'm personally staying long despite the current macro backdrop, mainly in AI supercycle names e.g. memory, semis etc. But then you also have great companies at depressed prices, mainly in SaaS which I'm DCA'ing currently. I don't hold positions in all of these names. This is just a subset that overlaps my "Close Tracking" list + X's favourite names.