2026-06-04 02:56:04
Liftoff Mobile raised $437M in its US IPO, selling 19M shares for $23 each, above its marketed range of $20 to $22, valuing the company at $3.83B (Natalia Kniazhevich/Bloomberg)
https://www.bloomberg.com/news/articles/2026-06-…
Liftoff Mobile raised $437M in its US IPO, selling 19M shares for $23 each, above its marketed range of $20 to $22, valuing the company at $3.83B (Natalia Kniazhevich/Bloomberg)
https://www.bloomberg.com/news/articles/2026-06-…
We've seen a lot of rocks above and below the earth. A lot of beautiful forests and some castles.
And we've been soooo lucky regarding the weather so far! 🍀
Btw: the "here we go" app seems to be a good replacement for Google maps w.r.t routing to places.
🇺🇦 #NowPlaying on KEXP's #AfternoonShow
Death From Above 1979:
🎵 Sexy Results
#DeathFromAbove1979
https://asamusics.bandcamp.com/track/sexy-results-death-from-above-1979
https://open.spotify.com/track/01xRIF3Soq30ZllFY1obbl
BBC News staff are told they face 15% cost cuts, steeper than the 10% shared previously for the corporation as a whole, in the biggest downsizing in 15 years (Mark Sweney/The Guardian)
https://www.theguardian.com/media/2026/may/02/bbc-…
Today we welcomed Dr. Ramanuj Banerjee, Counselor for Science and Technology at the Indian Embassy in Germany, and representatives from Göttingen International at the University of Göttingen to MPS. It was a wonderful opportunity to present our research and discuss collaborations between scientists from India, Göttingen, and within the Max Planck Society. Thank you very much for visiting!!!
In the photo, from left to right: Netra Bhandari (Director of the India Office, University of Gö…
Ocean warming above 1.5°C triggered year-round marine disruption across globe, study shows #ocean
New 8TB HDD arrived. Mini PC has been tasked with dd'ing the old drive to the new one. Old drive is SMR IIRC but since I'm just reading from it, transfer speeds are up above 150 MB/s so this should only take...until tomorrow morning. Fair enough.
I keep seeing #HamRadio antennas using all sort of huge devices to create links between band segments. Alligator clips. Wago blocks. Mueller clips. Mostly with the antenna wire tied to something stiff that makes it hard to roll up neatly, rather than using flexible cord. I keep looking for and not finding examples of my approach to linking.
My solution is so simple, neat, and tidy…
The question is not whether they "consider themselves" above the law. A system is what it does; if the elites are able to exist beyond legal repercussions then it doesn't matter what they claim in public.
This will only change when the people at the top are thrown in jail, and the fear of being thrown in jail for decades makes them behave differently.
As the Eagles said, we haven't had that spirit here since 1969. @…
Steve Eliovson w/ Collin Walcott - "Dawn Dance" (1981)
#NowPlaying
"Ocean warming above 1.5°C triggered year-round marine disruption across globe, study shows"
#Climate #ClimateChange #Oceans
Quantinuum raised $1.68B in an upsized US IPO, selling 28M shares for $60 each, above its marketed range of $53 to $55, valuing the company at $15.6B (Carmen Reinicke/Bloomberg)
https://www.bloomberg.com/news/articles/2026-06-…
Urban Spirit II 👻
城市魂 II 👻
📷 Pentax 6x7
🎞️ LUCKY SHD 400 (6x7)
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ESPN's Football Power Index ranks Cowboys 11th overall, but playoff chances look iffy https://cowboyswire.usatoday.com/story/sports/nfl/cowboys/2026/06/03/cowboys-espn-football-power-index-rankings-project…
Our republic rests on a clear premise:
No branch of government possesses absolute authority,
and no individual is above the law.
In a single stroke, Acting Attorney General Todd Blanche has dismantled this foundational understanding.
By executing a sweeping settlement with Donald Trump, Blanche committed an unprecedented dual assault on the Constitution,
usurping Congress' power of the purse while shattering the structural boundaries of executive appointmen…
Raiders new DC brings ‘a little crazy’ to the defense https://www.reviewjournal.com/sports/raiders/raiders-new-dc-brings-a-little-crazy-to-the-defense-3833012/
#silentsunday #RockyMountainNationalPark
Bear Lake. October 2014
#footpathFriday , I'm back! here with a beautiful path that we walked last year in the #schwarzwald .
#eineSpurWilder
Weather tracker: deadly May heatwave shatters records across Europe https://www.theguardian.com/environment/2026/may/29/weather-tracker-deadly-may-heatwave-shatters-records-across-europe
CoinGecko: Hyperliquid-linked HYPE token is up ~180% YTD, lifting its market value above $16B and pushing it into the top 10 digital assets by market cap (Bloomberg)
https://www.bloomberg.com/news/articles/2026-06-03/a-180-cry…
Yesterday, after a day of documenting some of this year's maintenance works and super lovely, interesting insights and exchanges with the amazing team & volunteers at Breslauer Hütte, we took the Seuffertweg high above the valley towards Vernagt glacier and then back down to civilization. Breathtaking views of the glaciated peaks of the Kreuzkamm (opposite side of the valley), Mitterkar and Wildspitze (3770m, our side) directly above us... Some dodgy exposed & severely eroded section…
🇺🇦 #NowPlaying on KEXP's #VarietyMix
Above Me:
🎵 Water Drops
#AboveMe
https://open.spotify.com/track/1m1lZSgi03KRV7xccyl3qj
So Flare is way faster and feels better than Openvibe, already. I only have one problem, so far:
When you open a reply, it doesn't display all the messages above but only those beneath the reply.
That's quite bad for getting context, but I guess they'll fix this, eventually.
How Trump wrecked the White House.
#trump #whitehouse
Agent libOS: A Library-OS-Inspired Runtime for Long-Running, Capability-Controlled LLM Agents
Yingqi Zhang
https://arxiv.org/abs/2606.03895 https://arxiv.org/pdf/2606.03895 https://arxiv.org/html/2606.03895
arXiv:2606.03895v1 Announce Type: new
Abstract: Large language model (LLM) agents are evolving from request-response assistants into long-running software actors: they maintain state across model calls, fork subtasks, wait for external events, request human authority, generate tools, and perform side effects that must be resumed and audited. This paper presents Agent libOS, a library-OS-inspired runtime substrate for LLM agents. Agent libOS runs above a conventional host operating system; it does not implement hardware drivers, kernel-mode isolation, or a POSIX-compatible operating system. Instead, it treats an agent as an AgentProcess: a schedulable execution subject with process identity, parent-child lineage, lifecycle state, a tool table derived from an AgentImage, typed Object Memory, explicit capabilities, human queues, checkpoints, events, and audit records. Its central design rule is tools are libc-like wrappers; runtime primitives are the authority boundary. Filesystem access, object access, sleeps, human approval, JIT tool registration, and external side effects are checked at primitive boundaries under explicit capabilities and policy.
We describe the design, threat model, Python prototype, and safety-oriented evaluation. The current prototype implements async scheduling, namespace-local Object Memory, runtime-integrated human approval, one-shot permission grants, per-process working directories, shell and image-registration primitives, Deno/TypeScript JIT tools over a libOS syscall broker, filesystem/object bridge tools, an injectable Resource Provider Substrate, deterministic demos, real-model smoke scripts, and 123 regression tests at the time of writing. Rather than improving planner accuracy, Agent libOS demonstrates a runtime substrate in which long-running LLM agents can be scheduled, authorized, resumed, and audited without treating tool dispatch as the trust boundary.
toXiv_bot_toot
Palo Alto Networks reports Q3 revenue up 31% YoY to $3B, including $388M from CyberArk and Chronosphere, vs. $2.94B est., and forecasts Q4 revenue above est. (Samantha Subin/CNBC)
https://www.cnbc.com/2026/06/02/palo-alto-networks-panw-q3-earnings-2026.html
3:20 p.m. in the Netherlands, and the first part of the country has reached temperatures above 38°C, with two stations above the 38.4 mark that used to be the all-time national high for 75 years, and was first exceeded in 2019.
#heatwave #extremeweather
Urban Illusions and Fallacies - A Day In The Park ⛲️
城市的幻影和谬误 - 公园的一天 ⛲️
📷 Pentax MX
🎞️ ERA 100, expired 1993
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SpaceX blacklisted from a Danish pension fund:
"Akademikerpension said in a statement, adding that it was difficult to justify a market valuation above $1 trillion."
"Akademikerpension also said the governance structure of SpaceX was "extremely deficient", adding that Elon Musk is expected to control more than 80% of the voting rights while simultaneously serving as chief executive officer, chief technology officer and chair of the board."
🇺🇦 #NowPlaying on KEXP's #MiddayShow
Beth Orton:
🎵 The Ground Above
#BethOrton
https://bethorton.bandcamp.com/track/celestial-light
https://open.spotify.com/track/03czEOGf1RDg2FPcl30XCn
Broadcom reports Q2 revenue up 48% YoY to $22.19B, vs. $22.27B est., and forecasts Q3 semiconductor revenue from AI below estimates; AVGO drops 12% after hours (Reuters)
https://www.reuters.com/world/china/broadcom-forecasts-quarterly-rev…
The planets #Jupiter (left) and #Venus and the #Gemini stars Pollux and Castor above them this evening - with the Sun 10° below and 10° above the horizon - from Bochum, Germany: exactly two weeks before the planets are closest to each other. (In https://www.youtube.com/watch?v=x_w5MOP0yxo a one-hour documentary about this conjunction, from Austria.)
This is the most disruptive change in mental performance in my 40 years https://www.nytimes.com/athletic/7403779/2026/07/01/mental-performance-change-athletes-skills/
Join us TODAY for a fly book launch. “Staying with the Planet” is a sci-fi story about ecological troubles of our modern universities.
⏰ 2pm CET
📍 RUSTlab RUB, or Zoom: https://tinyurl.com/RUSTlab
👇Find more info about the event and book (open access, y’all!) on the RUSTlab website.
Europe, next 7 days: up to 18 °C above normal.
“It’s been hot before.” Sure. And the last ten years are the ten hottest ever recorded. This is the second heatwave in a month – made 3–5 times more likely by climate change. We decide how much worse it gets. #ClimateAction #Vote accordingly
Turing Test 2.0 - Existential Comics https://existentialcomics.com/comic/652
#totp If you wait for it, he'll summon down the dove from above.
US military strikes another boat in Pacific, bringing death toll above 200 (Associated Press)
https://www.theguardian.com/us-news/2026/may/29/us-military-boat-strike-pacific
http://www.memeorandum.com/260530/p20#a260530p20
There are a lot of possible explanations for this:
Maybe the people who aren’t interested in AI also happen to vote for more sessions. (At a quick prod at the data, penalizing votes from people who voted for large numbers of sessions does not seem to change the conclusions above, but I haven’t investigated this thoroughly.)
Maybe AI is a more fragmented topic due to its newness, and interest has not coalesced, leading to a large number of small sessions. (But again, •total• votes for AI, including the whole long tail, were proportionally smaller.)
9/
Weird things that happen when you have a 100GbE pipe to your desk. 8 Gbps of sustained network traffic and the network monitor is like "yeah you're not using much bandwidth"
Also I think there's a 32-bit overflow or something in xfce4-netload-plugin because the rate shows 0.00 Mbps when I get above some threshold (not sure what it is exactly but it's in the 15-40 Gbps range)
Giants Great Elevates Former Cowboys QB Tony Romo Above Peyton Manning, Tom Brady https://www.si.com/nfl/cowboys/onsi/giants-great-elevates-former-dallas-cowboys-tony-romo-above-peyton-manning-tom-brady
Disclaimer: the above is a shitpost.
“IQ” is pseudoscientific racist and eugenicist concept.
I am seeing buttercups all over these days -- heading to bed and planning to be at the Ithaca Festival tomorrow!
#photo #photography #flowers
Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates (Jonathan Vanian/CNBC)
https://www.cnbc.com/2026/04/30/reddit-rddt-q1-2026-earnings-report.html
#goodmorning today my morning walk is to the train for commute. It has cooled down and we got some long awaited rain.
Yesterday afternoon I even started cutting videos from our vacation. More to come soon.
Enjoy your day!
Ukraine update from Giorgio Provincialli: Ukraine hits above its weight class and Russia stumbles like drunken old bear with mange.
Share the friend link to bypass the paywall, and poke Putin in the eye: https://
Apple forecasts Q3 revenue above estimates and reports Q2 results above projections in China but below expectations in the Americas and Europe regions (Mark Gurman/Bloomberg)
https://www.bloomberg.com/news/articles/2026-04-30/ap…
Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17% after hours (Reinhardt Krause/Investor's Business Daily)
https://www.investors.com/news/technology/twilio-stock-twlo-twilio-earni…
Variety here is "Queen Rania". I am not generally a fan of flower-variety naming conventions, but I do like this flower, in spite of its monarchic name.
#bloomScrolling #tulips #pink
Starlink has by far the most satellites in orbit,
densely packed within a narrow altitude range, mostly near 550 kilometres from Earth.
A recent analysis by renowned space debris researchers Hugh Lewis and Donald Kessler shows that
this dense bit of orbit is the only altitude below 800 kilometres that is above the collisional runaway threshold.
In other words, if there is a collision at 550 kilometres altitude, the debris would collide with other satellites, making m…
Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7% after hours (Anhata Rooprai/Reuters)
https://www.reuters.com/business/western-digital-f…
Morning all! Happy May Morning. #MorrisDance #MayMorning #Folk
Today's #sunset in Bochum, Germany, with the spot groups - https://spaceweather.com/images2026/28jun26/hmi1898.gif - 4478 and 4479 (and a swift) pretty prominent: see https://bsky.app/profile/cosmos4u.bsky.social/post/3mpertcqcyk24 for four other time steps! Had thought the Sun was lost for good behind a cloud bank, but then it had reappeared just above the horizon - in a fiery deep red color impossible to capture on camera.
Wednesday night, last light at 2850 meters...
#SilentSunday #LandscapePhotography #CloudAppreciation
Close shot of runner with white headband
#photo #photography #running #sports
Idleness is Relative: Exploiting Tool-Call Idle Windows for Offloading in Agentic Systems with MORI
Tian Xia, Hanchen Li, Zhifei Li, Xiaokun Chen, Hao Kang, Yifan Qiao, Yi Xu, Ion Stoica
https://arxiv.org/abs/2606.00866 https://arxiv.org/pdf/2606.00866 https://arxiv.org/html/2606.00866
arXiv:2606.00866v1 Announce Type: new
Abstract: Modern LLM serving systems increasingly host agentic workloads, whose sessions issue tens of model invocations interleaved with tool calls, accumulating KV cache that can be reused across steps. As requests' total KV cache size easily exceeds GPU HBM capacity, researchers offload them to CPU DRAM. However, tool-call durations span orders of magnitude, and the cost of transferring KV cache between tiers makes it impractical to re-place entries on every call. We observe that agentic programs exhibit a two-phase structure: busy phases of rapid short tool calls and idle phases dominated by long-running calls. Current eviction policies such as LRU fail to capture this property. A binary busy/idle label also falls short because the ratio of busy to idle programs may not match the hardware's GPU-to-CPU capacity ratio. When it does not, one tier sits underutilized while the other is oversubscribed, wasting memory or forcing unnecessary evictions. We present MORI, an agent serving system that solves the above problem. Our key insight is that idleness is a continuous, relative spectrum. MORI ranks all active programs by idleness, assigns the busiest to GPU HBM and the most idle to CPU DRAM, dynamically shifts the partition boundary to match hardware capacity, and enforces admission control at each memory tier. Evaluated on real coding agent workloads collected from Claude Code across four GPU and model pairs, MORI delivers 20--71% higher throughput and 18--43% lower TTFT than the best baseline with offloading.
toXiv_bot_toot
Temperature records tumble across Europe as heatwave moves east https://www.theguardian.com/environment/2026/jun/28/temperature-records-tumble-across-europe-as-heatwave-moves-east
HPE reports Q2 revenue up 40% YoY to $10.7B, vs. $9.74B est., Server revenue up 33%, forecasts revenue for FY26 and FY27 above est.; HPE jumps 30% after hours (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2026-0…
Art Rave 🕺
艺术锐舞 🕺
📷 Pentax 6x7
🎞️ Harman Phoenix 200 II (6x7)
If you like my work, Support by buying me a coffee or a roll of film from
PayPal https://www.paypal.com/paypalme/ydcdingsite
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:::RESCUE UPDATE::: 7:04 AM
The two stranded fishermen near Holman Flats on the South Fork Skokomish River have been successfully rescued by the United States Coast Guard and transported to Sanderson Field for medical evaluation.
We are grateful for the coordinated efforts of all responding agencies, communications personnel, and volunteers whose teamwork helped bring this incident to a safe conclusion.
~40
:::UPDATE::: 6:35AM 5/30/26
Overnight, Guardian One success…
Greets from today's #cycling loop. It's been a great time outside. Friendly cyclists, super views. Some rests to have a snack and refill water.
And at the end some cake 😋
#kochelsee #dasblaueland
Thinking a lot about Blatten today: Exactly a year ago, at 15:24 the Birch glacier above the village in the Lötschental valley broke off and formed the largest glacier collapse and landslide in modern Swiss history, burying 90% of the almost 700 year old village, first mentioned in 1343...
ARTE has a nice recent documentary about the event and plans to rebuild:
German version: Der Bergsturz von Blatten - Neuanfang aus dem Nichts
May 2026 was the second-warmest May on record globally, in between 2024 and 2025.
The global average temperature was 15.81°C, 0.55°C above the 1991-2020 average for May and 1.42°C above the estimated 1850-1900 pre-industrial average for the month.
https://climate.copernicus.eu/surface-
KItsunekamen goes 𝐰𝐢𝐥𝐝 with the 9mm; this gallery, supposedly (4/4) of the ITHACON series is really about kitsunekamen because that's what he does
📸 https://www.behance.net/gallery/248422657/9mm-Sunday-ITHACONDowntown-feat-Kitsunekamen
Galaxy is Geely’s entry-level brand, and the Geome EX2, also badged as the Starfish in China, was the best-selling car — electric or gasoline — in China in 2025.
The 2026 Galaxy Geome EX2 is an all-electric sub-compact crossover.
It’s the perfect size for an urbanite, and while the exterior styling can’t be characterized as sexy, the EX2 looks the part of a compact hatchback.
It’s the cabin however that really has the EX2 punching above its weight.
The comfort and …
STMicro reports Q1 revenue of $3.10B, above $3.04B est., $171M operating income, above $165.8 est., and forecasts $3.45B revenue for Q2, above $3.21B est. (Nathan Vifflin/Reuters)
https://www.reuters.com/business/stmicroelectronics-repor…
Urban Illusions and Fallacies - High Contrast 🏙️
城市的幻影和谬误 - 高反差 🏙️
📷 Pentax 6x7
🎞️ Kentmere Pan 200 (6x7)
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Spotify reports Q1 revenue up 14% YoY to €4.5B, MAUs up 12% YoY to 761M, above 759M est., Premium subscribers up 9% YoY to 293M, and a €715M operating income (Ashley Carman/Bloomberg)
https://www.bloomberg.com/news/articles/2026-…
Meituan reports Q1 revenue up 5.6% YoY to ~$13.5B, above ~$13.4B est., and a ~$1B net loss, its third straight quarter of losses amid a food delivery price war (Tracy Qu/Wall Street Journal)
https://www.wsj.com/business/e…
Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5% after hours (Britney Nguyen/MarketWatch)
https://www.marketwatch.com/story/sandisks
Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est. (Apple)
https://www.businesswire.com/news/home/20260430987304/en/
Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates (Jonathan Vanian/CNBC)
https://www.cnbc.com/2026/04/30/reddit-rddt-q1-2026-earnings-report.html
Study: long-shot Polymarket bets on military action, defined as wagers of $2,500 at odds of <35%, have an average ~52% win rate, above 25% for political bets (Financial Times)
https://www.ft.com/content/989d335e-275b-4cdc-b51d-4b29fd8895b0
eBay reports Q1 revenue up 19% YoY to $3.09B, vs. $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates (Kelly Cloonan/Wall Street Journal)
https://www.wsj.com/business/earnings/ebay
European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war (Chloe Meley/Bloomberg)
https://www.bloomberg.com/news/articles/20
Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14% after hours (Kif Leswing/CNBC)
https://www.cnbc.com/2026/06/24/micron-mu-earnings-report-q3-2026.html
NXP reports Q1 revenue up 12% YoY to $3.18B, vs. $3.15B est., and forecasts Q2 revenue above estimates; NXPI jumps 13% after hours (Christina Kyriasoglou/Bloomberg)
https://www.bloomberg.com/news/articles/2026-04-28/nxp-ralli…
Seagate reports Q3 revenue up 44% YoY to $3.11B, vs. $2.96B est., and forecasts Q4 revenue and adjusted EPS above estimates; STX jumps 13% after hours (Zaheer Kachwala/Reuters)
https://www.reuters.com/business/seagate-f…
Source: Cerebras priced its IPO at $185 per share, above the expected range of $150 to $160, raising at least $5.55B and valuing it at $56.4B fully diluted (Jordan Novet/CNBC)
https://www.cnbc.com/2026/05/13/cerebras-prices-ipo-above…
Spotify reports Q1 revenue up 14% YoY to €4.5B, MAUs up 12% YoY to 761M, above 759M est., Premium subscribers up 9% YoY to 293M, and a €715M operating income (Ashley Carman/Bloomberg)
https://www.bloomberg.com/news/articles/2026-…
Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 15% after hours (Jordan Novet/CNBC)
https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html
Lenovo reports Q4 revenue up 27% YoY to $21.6B, above $18.7B est., net profit up 479% to $521M, above $271M est., as the PC maker pushes into AI server markets (Reuters)
https://www.reuters.com/world/china/lenovo-q4-revenue-tops…
HP reports Q2 revenue up 9% YoY to $14.4B, vs. $14B est., Personal Systems revenue up 13% to $10.2B, and forecasts Q3 adjusted EPS above estimates (Dina Bass/Bloomberg)
https://www.bloomberg.com/news/articles/2026-05-27/hp-gi…
US cybersecurity company Zscaler reports Q3 revenue up 25% YoY to $850.5M, above $835.4M est., and forecasts Q4 revenue below est.; ZS drops 18% after hours (Harshita Mary Varghese/Reuters)
https://www.reuters.com/technology/zscaler
Baidu reports Q1 revenue down 1.1% YoY to ~$4.7B, above ~$4.5B est., and net profit down 55% YoY to ~$506.6M, above ~$462.5M est., amid a slow AI payoff (Tracy Qu/Wall Street Journal)
https://www.wsj.com/business/earnings/baid