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Musings

Updates, observations, and things I'm thinking about. Platforms come and go, data stays here.

(NVDA) NVIDIA's biggest news on their investor call? CPUs. No, not the Nano line. Think like Apple silicon. Faint analyst coverage. Yet this is bigger news than Chinese exports or even Vera Rubin for them. $200B-$1T+ TAM for their taking. Especially if they move to RISC-V in the future.
HiPEAC has a call for posters; see you in London! https://www.hipeac.net/~jasoncbraatz/#/

A vision-language model fine-tuned on your CAD library and a year of factory-floor footage is a digital-twin starter kit on rails. It catches the gap between as-designed and as-built — the gap that eats manufacturing margin — without instrumenting a single new sensor.

Kolmogorov–Arnold networks run slower than MLPs at inference. In regulated industries — banking, pharma, defense — that trade is worth it: KAN edges are fixed, learnable functions you can read. MLP weights are an opaque chord. When auditors come knocking, an open book beats a black box.

A quantized 12B-parameter SLM with full PubMed RAG runs on a Jetson-class board. Doctors Without Borders, off-grid, 400:1 patient ratios, no internet. The frontier is not always where you think it is — sometimes it is exactly where the cloud cannot reach.

Most SMB AI projects start life as fine-tuning and end as RAG. Fine-tuning teaches the model to sound like you; RAG teaches it to know what you know. Almost everyone needs the second. They rarely need the first.

An agent that calls five tools to do what a single SQL query could do is not intelligence — it is overhead. The most useful agentic systems I have shipped are 80% deterministic plumbing and 20% LLM, in that order.

Differentiable physics lets you backprop through a manufacturing line. The same gradient that trains a neural net can now tune a production schedule. Operations research, but with a calculus you can actually ship.

Hot take: monospace fonts are underrated for professional sites. They signal I build things without saying a word.

Today

Just shipped my new personal site. Built with Next.js, Tiptap, and Postgres — deployed on the same Linode that runs my n8n instance. Caddy handles the multi-site routing. Trust through minimalism.
Christmas is almost here..