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OpenAI has declared 'Code Red' multiple times, according recent Bloomberg reporting. Investors are alarmed. But the concern is purely the result of a comms issue. Because there's a phrase for when you want an entire team focusing on one particular project that isn't 'Code Red' that doesn't turn into...

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TBPN

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52,342 просмотров • 7 месяцев назад •via X (Twitter)

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NGL- this wait for TYBW COUR 4 is so funny because Tominaga really meant that shit when he said “time and money will no longer be an excuse”. The rep of that anime staff is really on the line for this Cour. Lock in broskis! Lock in!!
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NGL- this wait for TYBW COUR 4 is so funny because Tominaga really meant that shit when he said “time and money will no longer be an excuse”. The rep of that anime staff is really on the line for this Cour. Lock in broskis! Lock in!!

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IMO, when Dabs went to Lock in 4Q of that blowout vs Eagles to "create a spark", that was the evaluation of Lock for 2024. If Lock played well there, I bet Jones would have been benched. Lock was so bad that the coaches moved on from him (think Maddox in 1995) & turned to DeVito
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IMO, when Dabs went to Lock in 4Q of that blowout vs Eagles to "create a spark", that was the evaluation of Lock for 2024. If Lock played well there, I bet Jones would have been benched. Lock was so bad that the coaches moved on from him (think Maddox in 1995) & turned to DeVito

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"People refuse to believe there's at least a probability that in 50 years people are still watching humans create content." "Yes, [AI short form is] kind of slop-y. Sort of Infinite Jest-y. But there's the possibility that it's just not popular... It's possible the 'slop trough' just doesn't taste good, and people will actually want something else." "I'm not saying there isn't a possibility that Meta Vibes becomes so addictive you can't turn it off and it destroys your life... I would say it's a couple percent, that that happens. And that would be bad." "But there's also the possibility that people just are like, 'Man, I'm not into it.'" The guys wade into the recent timeline turmoil over AI short form video:
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"People refuse to believe there's at least a probability that in 50 years people are still watching humans create content." "Yes, [AI short form is] kind of slop-y. Sort of Infinite Jest-y. But there's the possibility that it's just not popular... It's possible the 'slop trough' just doesn't taste good, and people will actually want something else." "I'm not saying there isn't a possibility that Meta Vibes becomes so addictive you can't turn it off and it destroys your life... I would say it's a couple percent, that that happens. And that would be bad." "But there's also the possibility that people just are like, 'Man, I'm not into it.'" The guys wade into the recent timeline turmoil over AI short form video:

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.Dave Meltzer reported that WWE has interest in PowerHouse Hobbs. "Most of the time when guys are in one place for a long time it's better to change, get a fresh coat of paint... but there's always Rey Fenix's."
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.Dave Meltzer reported that WWE has interest in PowerHouse Hobbs. "Most of the time when guys are in one place for a long time it's better to change, get a fresh coat of paint... but there's always Rey Fenix's."

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LOCK IN! "I was like seven, eight, nine years too early...the institutions are now in earnest coming for the first time....that will be accelerated if we can get legislation but it's going to happen even without it"
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LOCK IN! "I was like seven, eight, nine years too early...the institutions are now in earnest coming for the first time....that will be accelerated if we can get legislation but it's going to happen even without it"

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Knicks in 5. Max. The end of the season has been frustrating and disappointing but I’m not carrying that energy into the playoffs nor do I expect the Knicks to. It’s Playoff time. Wash that stench off and lock in. It’s time for it.
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Knicks in 5. Max. The end of the season has been frustrating and disappointing but I’m not carrying that energy into the playoffs nor do I expect the Knicks to. It’s Playoff time. Wash that stench off and lock in. It’s time for it.

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"Privacy might feel great when Zcash is up 30%. It doesn't feel great when it's down 30%. We need private stablecoins" Kain on the obvious thing in crypto that nobody has landed yet "I went down the Zcash rabbit hole and the challenge is the core asset is the only one that is private on Zcash. In order to have privacy, you hold Zcash properly shielded. But it's somewhat volatile" "It seems really obvious that we need private stablecoins. Zcash has thought about this, the community has multiple proposals. But no one's really landed it" "Tornado Cash had a USDC pool for a long time. But it's not enough to just have one pool. You need enough for it to actually work and be scalable"

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“We put [the script] into a secret pouch that literally has a lock on it with a code. [Rob] was in NY at the time (...) He's allowed to keep it because we trust Rob, and he's the best." Matt Reeves on Robert keeping the script for 'The Batman: Part 2' after finishing reading it
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“We put [the script] into a secret pouch that literally has a lock on it with a code. [Rob] was in NY at the time (...) He's allowed to keep it because we trust Rob, and he's the best." Matt Reeves on Robert keeping the script for 'The Batman: Part 2' after finishing reading it

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Bloomberg's Joe Weisenthal observes the scary double bind that compute prices 10xing puts hyperscalers in: "One of the stylized facts in recent years has been the extraordinary drop in token prices." "If you go back to GPT-3, token prices are down like 99.9%." "We think there's some iron law that token prices will get cheaper over time." "But maybe not. We thought there was an iron law that memory prices would drop over time. Or that any sort of hardware would drop over time." "But the story of the last two years is that that law can reverse." "It's not impossible to imagine that compute prices get significantly more expensive." "But that doesn't mean you can stop spending on it. Because you have to worry about hardening yourself for cybersecurity." "There's no, 'This is not economical for me anymore. I want to tap out of the whole AI race.'" "Well then, your competitor develops a stronger model. And then you're done. You're really done." "This is the scary thing. What if the situation is, you're bleeding free cash flow, but you also don't have the option to opt out of the game?"
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Bloomberg's Joe Weisenthal observes the scary double bind that compute prices 10xing puts hyperscalers in: "One of the stylized facts in recent years has been the extraordinary drop in token prices." "If you go back to GPT-3, token prices are down like 99.9%." "We think there's some iron law that token prices will get cheaper over time." "But maybe not. We thought there was an iron law that memory prices would drop over time. Or that any sort of hardware would drop over time." "But the story of the last two years is that that law can reverse." "It's not impossible to imagine that compute prices get significantly more expensive." "But that doesn't mean you can stop spending on it. Because you have to worry about hardening yourself for cybersecurity." "There's no, 'This is not economical for me anymore. I want to tap out of the whole AI race.'" "Well then, your competitor develops a stronger model. And then you're done. You're really done." "This is the scary thing. What if the situation is, you're bleeding free cash flow, but you also don't have the option to opt out of the game?"

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Dallas Sonnier has said that The Pendragon Cycle isn't faith-based, it's based-faith. What a great turn of phrase. Our goal with this story was to present a masculine Christianity in a world where great forces are warring for primacy. Much like our world.

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John: why aren't LLMs caching answers to common questions to increase response time? "I've asked ChatGPT, ‘When was OpenAI founded?’ three different times. It's the exact same query." "It doesn't need to light the GPUs on fire for that question. So cache those results and give them to the user instantly." "LLMs felt slow for a really long time. They actually got slower once the reasoning models came out. It was like: close your phone and come back in 20 minutes. That doesn't have to be the end state."

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Scott on why conviction in an idea is dangerous as an investor but required as a founder: "From the investor seat, I don't think you want to be in love with an idea. That's a risky thing because you'll find a way to express that by investing and make some compromises on the team because you know this idea is just so good, its time has come. But if the team isn't there, 90% of the time it doesn't work. Then there's a whole thing can you swap out the team? But the whole Founders Fund thesis was always no, you need the founder to run the company. But on the company side, you have to be in love with the idea. It's not that rational to start a company. There's a lot easier, more comfortable ways to make money if that's the goal. So it's got to be about what the company is doing specifically. If you want to actually start a company, it better be something that you're really passionate about, or you think that the problem is really important."
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Scott on why conviction in an idea is dangerous as an investor but required as a founder: "From the investor seat, I don't think you want to be in love with an idea. That's a risky thing because you'll find a way to express that by investing and make some compromises on the team because you know this idea is just so good, its time has come. But if the team isn't there, 90% of the time it doesn't work. Then there's a whole thing can you swap out the team? But the whole Founders Fund thesis was always no, you need the founder to run the company. But on the company side, you have to be in love with the idea. It's not that rational to start a company. There's a lot easier, more comfortable ways to make money if that's the goal. So it's got to be about what the company is doing specifically. If you want to actually start a company, it better be something that you're really passionate about, or you think that the problem is really important."

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Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

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