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David Friedberg says Anthropic asked big pharma for their data and nearly everyone said no "There's been an effort by Anthropic to sign up life sciences companies to contribute to a new life sciences focused model. They're approaching these large companies with large proprietary data sets and saying, if...

287,391 次观看 • 1 个月前 •via X (Twitter)

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.Josh Wolfe: Anybody Using DeepSeek App Is 'Absolute Fool' "Anybody using the DeepSeek app is an absolute fool. If you're using DeepSeek on companies like Together Compute, one of Lux's companies, which can get rid of the CCP censorship, then it's probably okay. But remember, the open-source movement is something we deeply believe in. Most great technologists, entrepreneurs, and venture capitalists are on the side of open source. The closed-source models that have consumed tens of billions of dollars are the ones that are really going to be at risk. When you look at Hugging Face, a major repository, or Together Compute, Runway ML, and a lot of Lux's companies, they have been pioneers in open source. Now, why am I not worried about open source, even with the DeepSeek model? As long as you don't have the CCP censorship on it, the models with their open weights allow people to run on their proprietary data. This means companies like pharma or defense companies that have their own siloed, proprietary data—think about Bloomberg with their proprietary longitudinal data, or Meta with their data—are the ones who will have the edge. Even as open source takes hold, these companies will still dominate. I’m not worried about open source being the problem. I’m more concerned about people overfunding closed models with no proprietary source. A lot of capital is going to be burned there, and we’re already seeing that with people worried about OpenAI in some aspects."

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David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

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Catherine Austin Fitts: "I think Palantir is in partnership with the Netanyahu syndicate... [and] they have the treasury data, the IRS data, [and] they have the Social Security data... [and they're] building a complete biometric surveillance [grid] of the entire population." This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from an interview with Gary Heasley, et al. of The Conservative Voice (The Conservative Voice) posted to X on July 8, 2025. ---------------Partial transcription of clip--------------- "I think Palantir is in partnership with the Netanyahu syndicate and the breakaways. I don't, you know. But they have contracts with Health and Human Services. They have contracts. The government pays them massive amounts. Massive amounts of money. Massive amounts of money. "And so if you look at the Doge theft, what you've done is you've moved between the government contracts. You know, there's a new sole source ICE contract on the way to Palantir as well. That's just announced. I just found that last night. So you've got, you know, you. Basically, they have the treasury data, they have the IRS data, they have the Social Security data. [And now] they're going to have all the ICE data. "And then, Trump has announced he wants to privatize Freddie and Fannie, but Palantir is going to underwrite all the packages before they come into Freddie and Fannie. So they're going to have all the housing data. And we know HHS has said they're organizing all the health, public and private health data, so I'm assuming that's going in as well. And basically you're talking about that data being managed and, and I think at this point, basically privatized into AI. "So the Doge operation, if I'm right, and this is my hypothesis, if the Doge operation did what I think, they transferred all the data. And, and, and they did it when an XAI announced a partnership with Palantir. And then the government turned around and Palantir had a lot of contracts with those agencies anyway. But, but then they gave them additional contracts, and so they have plenty of money, especially the ICE is going to be sole source, so you can just do pretty much whatever you want. So they have plenty of money to manage that data. And yes, I think they have it on a private basis. "And what's interesting, I have somebody, a professional that I work with who has for, for his business, has to do income verification. And, magically, two weeks after, Doge got the Treasury, Social Security and irs, suddenly the income verification service he uses announces they have 100% of Americans now complete data on everyone. Magically. "[Also,] the ICE story is complicated because there are multiple things going on, but there's no doubt the primary thing going on is building a complete biometric surveillance of the entire population."

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