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Cake day: January 9th, 2026

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  • So I actually had claude code make me a python backend that allows copilot to talk and send commands to Windows or Linux computers. Python executes the commands sent by copilot and then returns the output back to copilot via an API, and it goes back and forth like this until it finishes the task. It’s like a janky Claude Code But it works on any device that has Python. It actually operates so much better when you only allow it to respond in commands it’s passing too and from your computer.














  • This is from a friend who is deeply involved in the RAM business, he splits his time between SF and China.

    The facts are 80% correct but the conclusion is 100% wrong

    CXMT is ~8% WW market share for DDR5. They DONT have 64Gb or even 32Gb. They just now have 16 and 24Gb. Sampling 8000 but majority of volumes are 5600 Mbps.

    Their fab in Anhui is about 85% occupied so they really can’t grow that much more.

    So saying they’re going to flood the market is wrong.

    Bit demand is crazy right now. Something like 30% YoY demand growth for only 10% supply growth.

    Something even if CXMT expands to all 100% and goes from 16Gb mainstream to 32Gb mainstream you’re barely looking at filling the gap