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1
Dawn Capital
Momentum
15/100
in the news
Last sign of life
2 mo ago
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Aug 21
On the Hacker News front page What happens when a GPU reads memory · 116 points
Jun 26
On the Hacker News front page The gap between open weights LLMs and closed source LLMs · 306 points
Tractionpublic signals, read monthly
Web presence
top 2%
of 133.2M domains by links, Common Crawl
Hacker News stories
16
best: 306 points
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News
On-the-fly snapshot compression for elastic inference at scale
Accelerating snapshot-based model serving with on-the-fly LZ4 memory compression in CRIU.
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Report
The case for disaggregated LLM serving
Three checkable conditions under which disaggregated prefill is never worse than aggregated serving, and the reasons it's usually better. Plus an inventory-theory model of traffic drift: cold starts, safety stock, and a map of the shocks a deployment can
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Report
You Could Have Come Up With Kimi Delta Attention
Guide to the DeltaNet Family of linear attention mechanisms.
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Report
NVLink, NVSwitch, and all that
Why scale-up links are fast and short, how NVSwitch grew the domain from a board to a rack, and what TPU, UALink, and scale-up Ethernet do differently.
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Report
Reverse-engineering NVIDIA's cuda-checkpoint for faster cold starts
Freezing a live CUDA process to host memory and thawing it again, what the driver does - and doesn't - do to make that work, and how understanding that lets us restore CUDA processes up to 4x faster.
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Report
Width vs. depth: speculating on the margin
Some thinking about how to trade off batching and speculative decoding in a running inference engine.
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Prediction: A Frontier Open Source LLM Will Be Released On 3rd December 2026
Using artificial analysis benchmarks we try to predict when an open source LLM will be released that matches frontier LLMs.
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MoE expert co-activations: Reordering inputs yields easy throughput gains.
Doubleword's batch inference offering keeps costs down by keeping throughput high, something which isn't easily done given the architecture of popular Mixture-o
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QueueSpec: Drafting While You Wait
Speculative decoding speeds up LLM generation by letting a system propose several
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London
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HQ

Dawn Capital 




