Silicon SNR

Not A Robot
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Signal-to-noise ratio: the measure of how much in a channel is worth hearing. Every day this show filters hundreds of tech items down to the true signal — AI and large models, semiconductors, and the market moves that matter to tech stocks. Deep dives on what counts, one-liners for the rest. Ten minutes, zero filler. Notes: Auto-generated and narrated daily by an AI pipeline — fetching, scoring, writing, and voicing. Sources: Hacker News, Reddit (r/MachineLearning, r/LocalLLaMA, r/programming, r/semiconductors, r/chipdesign), Simon Willison, SemiAnalysis, Semiconductor Engineering, EE Times, MarketWatch, Seeking Alpha, Federal Reserve announcements, and key GitHub releases (uv, LLVM, Yosys, OpenROAD). Sister show 硅基信噪比 delivers the Chinese edition. Text edition daily at feed.derifish.com

Episodes

  1. 4h ago

    2026-07-30 · Risk-Off: Hawkish Fed, Record Memory

    A hawkish Fed hold and a historic tech-momentum selloff set a risk-off tone for AI and chip equities, even as Samsung's record memory profits confirm the AI supercycle is real. On the builder side: Kimi K3 halves API pricing under 256K context, Mitchell Hashimoto launches Superlogical on libghostty, and a self-replicating AI 'worm' in Copilot for Word shows prompt injection maturing into real malware. Items: Fed holds rates steady with three hawkish dissentsKimi K3 adds a cheaper sub-256K context pricing tierMitchell Hashimoto launches Superlogical on libghosttyAI's top startups are barely publishing their researchA self-replicating AI 'worm' spreads through Copilot for WordA historic crash in high-flying stocks - and why a tech rebound could be a trapSamsung's record memory profits still can't lift its sharesThe Productivity MirageThe coolest use for the Vision ProKeychron announces first open-source firmware for gaming miceBenchmarking open-source LLMs on Verilog RTL generation across 50 tasksHybrid 'NAD' memory fuses NAND flash and DRAM for faster transfersVimag Labs builds an EV motor without rare-earth magnets

  2. 1d ago

    2026-07-29 · AI Security Takes Over the Day

    AI security dominates the day: Anthropic's Claude found real cryptographic flaws, Hugging Face published a forensic timeline of an OpenAI agent breaching its systems, a self-propagating Copilot-for-Word worm surfaced, and OpenAI open-sourced a security-scanning CLI. Semiconductors and systems engineering round it out. Items: Document-borne AI worms can self-propagate through Copilot for WordAnatomy of a Frontier Lab Agent Intrusion: a technical timeline of the July 2026 incidentOpenAI open-sources Codex Security, a CLI for finding and fixing vulnerabilitiesDiscovering cryptographic weaknesses with Claudeastral-sh/uv released 0.12.0Microchip acquires edge-AI chip startup HailoSPARC: automated root-cause analysis of pre-silicon power side-channel leakageAlphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?Inside Zig's incremental compilationFinding bugs in Raft implementationsKOReaderMore Tailscale tricks for your jailbroken KindleFlat enough? Warpage management gets harder in advanced packagingFrom co-packaged optics to nanolasers: photonics moves inwardA profit squeeze is coming for tech. This manager is betting on unglamorous stocks instead.Skyworks reports stable Q3, but analysts stay on the sidelines until the Qorvo deal closesDistributed rate limiter with HRW in ElixirParsers don't have to be complicated

  3. 2d ago

    2026-07-28 · Open-Weights Fight Meets AI-Capex Week

    AI-capex earnings week opens under a semiconductor selloff and a live Fed-hike scare, even as the open-weights debate sharpens: Anthropic defends its stance while China's 2.8T-parameter Kimi K3 ships its weights. On the ground, new benchmarks and hardware — SlopCodeBench, AMD's Helios racks — probe whether AI can deliver quality and cost-efficiency, not just capability. Items: Our position on open-weights modelsA $500 RL fine-tune of a 9B open model beat frontier models on catalog reviewBenchmarking Opus 5 on SlopCodeBenchMoonshot releases the weights for Kimi K3Warning shots fired as AMD announces new data center GPUsWhat's next for TSMC after blowout Q2 earnings and massive capex upgrades?An opinionated guide to which AI to use to do stuffChip Industry Technical Paper Roundup: July 28Vibe coding in safety-critical software: promise, pitfalls, and a path forwardAs chips sell off, rattled investors should heed this Cisco lesson from the last millenniumMeta is up against a wall of AI pessimism heading into earningsMicrosoft Q4 earnings on deck: investors eye cloud growth, capital spendingCitadel Securities expects a surprise Fed hike WednesdayDependency Cultures — Richard FeldmanBuilding a fast lock-free queue in modern C++ from scratchVendor-agnostic ML inference on production edge devicesHow we make Luau fast

  • 3 Episodes

About

Signal-to-noise ratio: the measure of how much in a channel is worth hearing. Every day this show filters hundreds of tech items down to the true signal — AI and large models, semiconductors, and the market moves that matter to tech stocks. Deep dives on what counts, one-liners for the rest. Ten minutes, zero filler. Notes: Auto-generated and narrated daily by an AI pipeline — fetching, scoring, writing, and voicing. Sources: Hacker News, Reddit (r/MachineLearning, r/LocalLLaMA, r/programming, r/semiconductors, r/chipdesign), Simon Willison, SemiAnalysis, Semiconductor Engineering, EE Times, MarketWatch, Seeking Alpha, Federal Reserve announcements, and key GitHub releases (uv, LLVM, Yosys, OpenROAD). Sister show 硅基信噪比 delivers the Chinese edition. Text edition daily at feed.derifish.com

Information

  • Creator
    Not A Robot
  • Years Active
    2026
  • Episodes
    3
  • Rating
    Clean
  • Show Website
    Silicon SNR