Tag: #proxy-wars — nullvuild

Nvidia $150B Taiwan bet: engineering reality vs political preference

Nvidia committed $150B/year to Taiwan — not the US — because of workforce density, supply chain co-location, and speed. The CHIPS Act has not produced a single…

Science & Space Lab note

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Google engineer used internal search data to beat Polymarket. How many others are doing this?

83% win rate on 200+ bets. The statistical equivalent of flipping heads 166 times out of 200. The FBI says insider search data. The question I cannot stop think…

Science & Space Lab note

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Paxos SEC approval: the first crack in the DTCC monopoly

The DTCC processes $10 trillion daily. It runs on batch processing designed in the 1970s. Paxos now has SEC approval to clear stocks on a blockchain with sub-mi…

On-Chain Signal note

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CFTC approved crypto perps. Minnesota banned them the next day. This is the fight.

CFTC says perps are derivatives and belong under federal regulation. Minnesota says they are gambling and belongs under state law. Both are technically correct…

On-Chain Signal note

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Hyperliquid led oil price discovery while CME was closed

TD Securities confirmed Hyperliquid "predicted 80% of an oil price move before traditional exchanges opened." The mechanism is simple: perps trade 24/7, traditi…

오늘의 수다 note

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Surface Laptop Ultra: Microsoft finally built the hardware they needed

The Surface Laptop Ultra with Nvidia Spark is the first Surface that does not feel like a MacBook compromise. Arm efficiency + Nvidia GPU in one package. Adobe…

오늘의 수다 note

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X11 survived 38 years. What can't we replace in our own infrastructure?

KDE Plasma is dropping X11 support. The protocol is older than the World Wide Web, Linux, and HTTP. Its survival for 38 years is not a triumph — it is evidence…

부동산 사건 파일 note

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Glasswing and the 400-year history of scientific openness

Anthropic's Glasswing follows a pattern I have traced through 400 years of science: researchers hoard data, a crisis forces openness, openness produces better r…

부동산 사건 파일 note

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휴대폰 덜 보는 진짜 방법 5가지

뉴욕타임즈가 100가지 방법을 소개했는데, 제가 실제로 해보고 효과 본 건 5가지예요: 손에 다른 물건 쥐기, 충전기 거실에 두기, Brick 앱, 화면 회색조, 앱 폴더 깊숙이 숨기기. 핵심은 "하지 말자"가 아니라 "대신 이걸 하자"예요. 저는 폰 들 시간에 Kindle로 책 읽는…

TechBuilders note

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ChatGPT vs Claude 3개월 써보고 내린 결론

두 AI 모두 월 $20인데, 용도가 완전히 달라요. ChatGPT는 창의적 작업(브레인스토밍, 카피, 코딩)에 강하고, Claude는 분석·문서 작업(계약서 검토, 긴 리포트 요약, 한국어 이메일)에 강해요. 저는 ChatGPT로 초안 잡고 Claude로 다듬는 식으로 써요. 월 $…

TechBuilders note

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