[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 5083 followers Created: 2025-07-18 15:15:48 UTC The case for AMD is irrefutable: This is how I think of it abstractly - & I don't think anyone else has really conceptualised it this way. Jim Simmons combined math & investing - I do philosophy / physics & investing. 1) This is the key idea: “Computation is how we interact with information—and reality itself is made of information.” Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally. Reality is computable The universe operates according to patterns and rules, which means it can be modeled with algorithms. As more of reality becomes digitized and simulated (biology, weather, markets, etc.), our demand for computation keeps rising (recursive). The demand for computation is infinite Computation is now the infrastructure for progress — from AI and science to health and economics. Each breakthrough in compute leads to more complex problems and new applications, creating a self-reinforcing loop of demand. 2) We Are Simulating More of the World One of the hallmarks of the computational age is the shift from observing reality to simulating it. We’re no longer just analyzing the world—we’re replicating its dynamics in silico, using high-resolution models to test, optimize, and intervene without real-world trial and error. Across fields like biology, economics, and engineering, we’re building digital twins: software-based replicas of real-world systems. These range from entire factories and cities to macroeconomic models, enabling real-time monitoring, predictive maintenance, and scenario testing - driven by vast computational power. 3) So you basically have here - X layers: a) Reality — whether it’s the economy, biology, or a business — is governed by patterns. b) Silicon — through edge inference and mathematical modeling — allows us to make those patterns computable, turning reality into something we can simulate and optimize. c) Digital twins — software-based simulations — are built on top of this silicon layer, which itself is grounded in the structure of reality. In short: the economy is on the verge of a radical transformation. And the winners will be those who master chiplet architecture and digital twin technology. XXXXX engagements  **Related Topics** [investment](/topic/investment) [advanced micro devices](/topic/advanced-micro-devices) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/CMDarnton/status/1946227411173130495)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Christian Darnton @CMDarnton on x 5083 followers
Created: 2025-07-18 15:15:48 UTC
The case for AMD is irrefutable: This is how I think of it abstractly - & I don't think anyone else has really conceptualised it this way.
Jim Simmons combined math & investing - I do philosophy / physics & investing.
- This is the key idea:
“Computation is how we interact with information—and reality itself is made of information.”
Atoms. Genes. Languages. Markets. Behaviors.
They can all be modeled computationally.
Reality is computable
The universe operates according to patterns and rules, which means it can be modeled with algorithms.
As more of reality becomes digitized and simulated (biology, weather, markets, etc.), our demand for computation keeps rising (recursive).
The demand for computation is infinite
Computation is now the infrastructure for progress — from AI and science to health and economics.
Each breakthrough in compute leads to more complex problems and new applications, creating a self-reinforcing loop of demand.
- We Are Simulating More of the World
One of the hallmarks of the computational age is the shift from observing reality to simulating it. We’re no longer just analyzing the world—we’re replicating its dynamics in silico, using high-resolution models to test, optimize, and intervene without real-world trial and error.
Across fields like biology, economics, and engineering, we’re building digital twins: software-based replicas of real-world systems. These range from entire factories and cities to macroeconomic models, enabling real-time monitoring, predictive maintenance, and scenario testing - driven by vast computational power.
- So you basically have here - X layers:
a) Reality — whether it’s the economy, biology, or a business — is governed by patterns. b) Silicon — through edge inference and mathematical modeling — allows us to make those patterns computable, turning reality into something we can simulate and optimize. c) Digital twins — software-based simulations — are built on top of this silicon layer, which itself is grounded in the structure of reality.
In short: the economy is on the verge of a radical transformation. And the winners will be those who master chiplet architecture and digital twin technology.
XXXXX engagements
Related Topics investment advanced micro devices stocks technology