Paradis Labs
@ParadisLabs
AI & Semiconductor Research | Not Financial Advice | DYOR
Joined March 2026
102 Following 68.5K Followers
Recommended reading for the weekend:
1. Simon Willison — Kimi K3, and what we can still learn from the pelican benchmark
2. J.P. Morgan — Powering the AI Revolution
3. Zephyr — How to break the memory supercycle? Or is it even possible?
4. TrendForce — Humanoid Robots Part 1: The US-China Divide and Who Controls the Supply Chain
5. Hugging Face — Welcome Inkling by Thinking Machines
6. $ASML & $TSM — Earnings Transcripts
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