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a Google researcher walked into MIT and made an AI do math correctly by adding seven words to the prompt. the seven words: "you are an MIT mathematician." drop them, model gets it wrong. add them, right. same model. same question. every time. Carter Smith. runs Gemini at Google....

20,399 次观看 • 2 个月前 •via X (Twitter)

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Chinese AI models are wiping billions off Big Tech right now. Google just lost $200 billion in a single day, and the model it needed to fight back still isn't ready. Gemini 3.5 Pro, Google's most powerful model, is months behind schedule. Alphabet stock dropped 4.4% that same day. The Deepseek moment is happening again, and the new model is FAR bigger. On the same day Google's delay leaked, a Beijing lab called Moonshot released Kimi K3. It is the largest open model ever built, with 2.8 trillion parameters. It took the number one spot on the Frontend Code Arena, a live coding leaderboard, passing Anthropic's best model. And Moonshot is giving it away for free on July 27. The genius part: Anyone with enough computers can download it and run a frontier level AI without paying a cent to a US company. A single task on Kimi K3 costs about 94 cents. The same work on some American models costs nearly double. So why would a company keep paying premium prices for a model it can now get for free? The entire US AI business is built on selling access to models that cost billions to train. If a free Chinese version does most of the same work, that pricing power starts to crack. And Kimi is close to the best. On one closely watched intelligence ranking it scored 57, just behind the top American models GPT-5.6 Sol and Fable 5, and ahead of Claude Opus 4.8. Bank of America told clients that Kimi proves Chinese labs can keep making big leaps even with limited chips. And the founder of Moonshot, Yang Zhilin, learned to build AI as a researcher INSIDE Google. Google literally wrote the 2017 paper that made all of these models possible. Now the people who studied its work are using it to destroy Google, and handing it out for free. What happens next: Kimi K3's weights go public on July 27. Google reports earnings on July 22, and everyone will be asking the same question about Gemini. If free models keep topping the charts, every valuation built on paid AI access has to be rewritten. What do you think?

Ricardo

47,202 次观看 • 15 天前

Google laid him off. So he aimed Google own AI at Bitcoin trading and pulled $400,000 profit. It's called TimesFM - a foundation model for time. Think GPT, but instead of the next word, it predicts the next number. He'd spent four years on the team that builds models like this. Then a spring reorg erased the team and walked him out with a cardboard box. Wallet proof: Here's the part that breaks people: the model was never trained on Bitcoin. Not one candle. Google pretrained TimesFM once on 100 billion time-points - search trends, Wikipedia traffic, demand curves, then froze it. You don't retrain it. You prompt it, the way you prompt GPT. Every five minutes his bot hands it the last few hundred BTC prints. It returns a forecast - not a line, but calibrated quantiles: the 10th through 90th percentile of where the next candle lands. A 30-million-parameter quantile head does nothing but draw that distribution. From it he reads one number: P(close Up). 5min Polymarket contract is that same number, priced by a half-awake crowd: edge = model_p − market_p. Then the filters cut hard. fix_quantile_crossing on, so the distribution stays sane. Skip if the spread's too wide or the edge is under 5¢. Fractional Kelly sizes what's left. Hard daily loss cap, no exceptions. No thesis. No conviction. Just a frozen Google model against a lazy order book, every five minutes, around the clock. His wallet's public, taking the same 5-minute edges right now. Two clicks and every trade it makes lands in yours too:

cvxv666

49,624 次观看 • 1 个月前