AMD MI300X: A Potential Game Changer in the AI Hardware Landscape?

2025-03-07

A small company received two AMD MI300X servers and plans to use them for AI computation. The author believes AMD has made significant strides in software, potentially undermining NVIDIA's CUDA advantage. They've built a fully sovereign stack from hardware to PyTorch, soon to be ported to the MI300X. The author is bullish on AMD's MI300X, predicting it could outperform NVIDIA's H100, and anticipating massive future AI market growth. A quarter-million-dollar investment signals long-term confidence.

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Tech

America at a Crossroads: Empire's Decline or Rebirth?

2025-03-05

This article analyzes the current state of the American economy, highlighting its long-term reliance on dollar hegemony and financial speculation, leading to a hollowed-out real economy. The author argues that America faces two paths: one is to shift towards protectionism, becoming a regional power but facing stagnation; the other is to strive to maintain its imperial status, enhancing competitiveness by attracting global talent and backing the dollar with gold reserves. The author believes that the latter, while challenging, is the only hope for America's resurgence.

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Intellectual Property is Dumb: A Vision for Open-Source AI

2025-02-22

The author argues that intellectual property is a flawed concept, countering President Biden's comparison of piracy to theft. Piracy, unlike theft, allows widespread access to resources, akin to photography rather than robbery. Concerned about wealth concentration, the author envisions AI delivering immense societal value without profit. He reminisces about the early internet's open-source, high-value, low-profit model and aims to disrupt current business models through open-source projects like comma.ai and tinygrad. The goal is to make the tech sector unprofitable for speculators, creating a fairer technological landscape.

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AI