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us-stock-daily-2026-08-04

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apollo-apo-q2-2026-deep-dive-the-spread-is-shrinking-2026-08-04

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2026-08-04/crypto-ada-rips-btc-extreme-fear

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us-stock-daily-review-2026-08-03

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private-credit-circular-risk-2026-08-03

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Fused Kernels on Tensor Cores

A working reference on CUDA kernel fusion: epilogue fusion with cuBLASLt and CUTLASS, hand-written WMMA epilogues, online softmax and FlashAttention, and where fusion stops paying.

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us-stock-daily-review-2026-07-31

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private-credit-obdc-deep-dive-2026-07-31

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daily-stock-review-2026-07-30

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2026-07-29/us-stock-market-daily-review

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Kimi Delta Attention: a half-life per channel — Ch.06

One scalar decay becomes a diagonal matrix, so every channel of the state gets its own memory horizon. Plus the hybrid: three KDA layers to one full-attention layer, and why the ratio is not arbitrary.

sports-betting/gpt2-to-kimi3/kimi-linear15 views

Kimi K3: the assembled system — Ch.07

Twenty-three macrocycles, Multi-head Latent Attention, 898 experts in a compressed latent space, an activation function that made inference 3x slower, and AttnRes — attention run along the depth axis instead of the token axis.

sports-betting/gpt2-to-kimi3/kimi-k312 views

Learning to forget on purpose — Ch.05

Gated DeltaNet composes Mamba-2's uniform decay with the delta rule's targeted overwrite. Two verbs a fixed memory needs — release and replace — and why neither is expressible in the other.

sports-betting/gpt2-to-kimi3/gated-deltanet13 views

Making it parallel: the chunkwise form — Ch.04

The WY reparameterisation turns every in-chunk delta correction into one triangular solve, capping sequential depth at C instead of L — and reveals that attention and recurrence are one computation at two settings of the chunk-size dial.

sports-betting/gpt2-to-kimi3/chunkwise15 views

Linear attention: move the nonlinearity — Ch.02

Applying the feature map to q and k separately makes attention re-associate into a fixed d×d state: constant memory and constant decode time. The price is a capacity ceiling of d clean associations, with readback SNR decaying as √(d/N).

sports-betting/gpt2-to-kimi3/linear-attention14 views

GPT-2, and the price of perfect recall — Ch.01

The decoder-only baseline, what softmax attention actually computes, and why the KV cache turns cubic decoding into quadratic decoding while making memory bandwidth the bottleneck.

sports-betting/gpt2-to-kimi3/gpt214 views

The delta rule: read before you write — Ch.03

DeltaNet's update is a generalized Householder transform that erases exactly one key's slot and leaves every orthogonal direction untouched — and is identical to one SGD step per token on a self-posed regression problem.

sports-betting/gpt2-to-kimi3/delta-rule20 views

2026-07-28/us-stock-market-daily-review

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2026-07-28/private-credit-exit-door-repriced

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The argument, in one page — Ch.08

Every mechanism in the series in one table, and the claim they support: a fixed-capacity associative memory needs an eviction policy, and attention is the best selective read we have — along the token axis, the depth axis and the parameter axis alike.

sports-betting/gpt2-to-kimi3/synthesis12 views

From GPT-2 to Kimi K3 — what does the model keep?

Eight chapters tracing language model architecture from GPT-2 to Kimi K3, told as one question: what does the model keep, and what does it discard to make room? With full derivations, cost models and original diagrams.

sports-betting/gpt2-to-kimi316 views

2026-07-28/corning-glw-q2-2026-deep-dive

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2026-07-28/crypto-daily-fomc-hike-odds-surge

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dailyanalysts/2026-07-28/crypto-daily-fomc-hike-odds-surge11 views

From Transformer Parallelism to HSTU

A technical walkthrough: why transformers parallelize over sequence positions, how sparse and dense features enter attention in recommendation models, and how Meta's HSTU / Generative Recommenders architecture handles retrieval and ranking. With worked numeric examples.

sports-betting/hstu-generative-recommenders26 views