Log inSign up
FUNDA
2,049 posts
FUNDA profile banner
@FundaAI

FUNDA

@FundaAI
The full-stack research platform for public equity investors. funda.ai [email protected]
substack.com/@fundaai
Joined November 2012
1,055
Following
29.8K
Followers
1
Subscription
RepliesRepliesRepostsRepostsMediaMediaArticlesArticles

Log in or sign up for X

See what’s happening and join the conversation

Continue with phone
or
Log in with username or email
Terms·Privacy·Cookies·Accessibility·Ads Info·© 2026 X Corp.
  • Pinned
    @FundaAI
    FUNDA
    @FundaAI
    Sep 3
    We are planning to host Happy Hours in New York on September 10th and in Singapore on September 17th. Feel free to scan the QR code to apply.
    Image
    Image
    1
  • @FundaAI
    FUNDA
    @FundaAI
    4h
    LLMs have advanced much further in fundamental mathematics than in other foundational fields. However, pushing the frontiers of science and technology will depend largely on breakthroughs in fundamental physics and biology. Progress in these two fields is often constrained by the
    @jukan05
    Jukan
    Citrini
    @jukan05
    23h
    Looking at predictions like these, I think Demis Hassabis was absolutely right to pursue AI applications in science and mathematics, but he moved too early. He should have focused more on improving AI’s fundamental capabilities. Another thought comes to mind: if AlphaFold was
    2
  • @FundaAI
    FUNDA
    @FundaAI
    4h
    FUNDA Platform has observed that Hopper prices are starting to decline, while Blackwell remains very strong. FUNDA explains the reasons behind this divergence in its latest AIDC Report: This isn’t a demand rotation from Hopper to Blackwell. It’s a supply-tightness gap between
    Image
    @FundaAI
    FUNDA
    @FundaAI
    Aug 27
    Image
    Deep|AIDC: 2027 Demand Runs at Roughly 2x Deliverable Supply, and the Binding Constraint Is Power North American AI data center demand in 2027 runs to roughly 35GW on an IT basis, against 16.5-23.4GW that can actually be delivered. Where our two independent supply methods
    1
  • @FundaAI
    FUNDA
    @FundaAI
    21h
    For a major technology company such as Anthropic, would it make sense to publicly file its S-1 during Labor Day week? After the S-1 is made public, how long does it typically take for the company to formally list, and what does the process involve? Detailed Repot
    Image
    @FundaAI
    FUNDA
    @FundaAI
    22h
    September 7 is Labor Day. Especially after the grueling July everyone went through this year, many people may want to take a longer break. So filing the S-1 in late September would be perfectly reasonable. A listing would normally take place three to four weeks after the S-1
    2
  • @FundaAI
    FUNDA
    @FundaAI
    22h
    This is actually the biggest change this time. I would even argue that it is far more important than the benchmarks and computer use.
    @FundaAI
    FUNDA
    @FundaAI
    22h
    At the same time, GPT-6 is likely to be the first model to incorporate latent thinking, which would make distillation significantly more difficult. Fable 5.1 has also made it considerably harder to transfer signatural data from larger models to smaller ones, further raising the
Advertisement
Advertisement