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Steve Eisman says Amodei and Altman are hustlers running a shell game, fomenting AI hysteria to win regulation that builds them a moated duopoly "So again, what's really going on? Business is potentially slowing or at least getting more difficult." "And like a side street hustler moving the shells...

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Fireside Alpha

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29,468 Aufrufe • vor 18 Tagen •via X (Twitter)

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14 Kommentare

Profilbild von John Sinna
John Sinnavor 18 Tagen

The best way to test a thesis is to argue the other side. It’s hard to do that here.

Profilbild von outta boxiano
outta boxianovor 18 Tagen

They both need to be put in prison

Profilbild von Devil Dude
Devil Dudevor 18 Tagen

Way to summarize what has been going on since May. Good summary

Profilbild von Rovita Malcolm Khan
Rovita Malcolm Khanvor 18 Tagen

👽

Profilbild von Serhat
Serhatvor 18 Tagen

obvious

Profilbild von Kashif Ali Khan
Kashif Ali Khanvor 18 Tagen

regulatory capture disguised as safety is wild to watch in real time

Profilbild von Teko Mmolawa
Teko Mmolawavor 18 Tagen

What's an issue is that the cost of capital is increasing, which means the ROIC hurdle is getting harder.

Profilbild von ⚡️Scenario 5
⚡️Scenario 5vor 18 Tagen

I like this guy

Profilbild von Odysseus
Odysseusvor 18 Tagen

Kaboooooom!

Profilbild von festus wokoma
festus wokomavor 18 Tagen

Glad a lot of folks are catching up

Profilbild von Refracto
Refractovor 18 Tagen

Frontier AI is all one big incestuous, AI cartel ponzi scheme.

Profilbild von Robert
Robertvor 18 Tagen

Yes they are trying to scare everyone now because it serves them! They’ve build out large enough. Yes they have no moat, but they also know that the security issues are very real and can not be addressed unilaterally, that they steal IP to keep improving their models, and

Profilbild von Robert
Robertvor 18 Tagen

That they carry nuclear liabilities that are growing and it’s unsustainable. This is all not mutually exclusive.

Profilbild von Token by Token
Token by Tokenvor 18 Tagen

Steve Eisman's conclusion is the most logical one based on the actions and information shared publicly by OpenAI and Anthropic. Safety is certainly important but nobody is preventing either from taking actions on their own. They are saying one thing but their actions do the opposite. Any alternative explanation is just a thought experiment at this point. Unless their actions show otherwise, OpenAI and Anthropic are harming the nascent AI industry (e.g., start-ups, open models, etc.) more than supporting it.

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“This idea that if we regulate AI, that China will win, is not true. And the way that we know that is because China regulates AI. They have the most regulation of their AI than any country in the world. And they're moving very, very fast. They're almost at where we are or maybe going to beat us. And they have a ton of regulation.” “So the tech bros in the U.S. that say if we regulate AI, the Chinese going to win - that’s a self-serving argument. That isn't true. But at the same time, we have to understand that Chinese regulation of AI is meant to protect the Chinese Communist Party. When we talk about regulation of AI, we're talking about protecting our privacy, our citizens, our data, our democracy. They don't care about that in China. They don't have that.”
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“This idea that if we regulate AI, that China will win, is not true. And the way that we know that is because China regulates AI. They have the most regulation of their AI than any country in the world. And they're moving very, very fast. They're almost at where we are or maybe going to beat us. And they have a ton of regulation.” “So the tech bros in the U.S. that say if we regulate AI, the Chinese going to win - that’s a self-serving argument. That isn't true. But at the same time, we have to understand that Chinese regulation of AI is meant to protect the Chinese Communist Party. When we talk about regulation of AI, we're talking about protecting our privacy, our citizens, our data, our democracy. They don't care about that in China. They don't have that.”

Josh Rogin

55,300 Aufrufe • vor 19 Tagen

Satya Nadella just clarified the Microsoft open Ai deal and the terms what they signed for Azure. Here is exactly how he breaks down the partnership How it was Essentially think of OpenAI having a PaaS business and a SaaS business. The SaaS business is ChatGPT. Their PaaS business is their API. That API is Azure exclusive. The SaaS business, they can run it anywhere. If they want a partner and that partner wants to use a stateless API, then Azure is the place where they can get the stateless API. for even that they'll have to come to Azure. For any custom agreement like that. There are some few exceptions, the US government and so on, that we made, but other than that, they'd have to come to Azure. Open Ai can host there Chat Gpt consumer app wherever they want there wish but when it comes to developers or enterprise want to build on top of Open Ai models Microsoft owned the pipeline.
3:11

Satya Nadella just clarified the Microsoft open Ai deal and the terms what they signed for Azure. Here is exactly how he breaks down the partnership How it was Essentially think of OpenAI having a PaaS business and a SaaS business. The SaaS business is ChatGPT. Their PaaS business is their API. That API is Azure exclusive. The SaaS business, they can run it anywhere. If they want a partner and that partner wants to use a stateless API, then Azure is the place where they can get the stateless API. for even that they'll have to come to Azure. For any custom agreement like that. There are some few exceptions, the US government and so on, that we made, but other than that, they'd have to come to Azure. Open Ai can host there Chat Gpt consumer app wherever they want there wish but when it comes to developers or enterprise want to build on top of Open Ai models Microsoft owned the pipeline.

Vikram M

102,664 Aufrufe • vor 2 Monaten

David Friedberg: The AI Jobs Panic Is a Crock of Sh*t Why? The revenue potential outweighs the cost savings by 100x. “There is no job loss with AI. I've said it a thousand times, and I will say it again, and again, and again. What I see on the ground, and what I've seen at dozens of companies, including my company that I run, there are two sides to a business. There is revenue and there’s costs. On the cost side of the equation, AI can be used to reduce humans doing things that cost money, to some extent. The effect there, I would argue, is nominal. The real opportunity with AI is on the revenue side, where suddenly one engineer can do 100x or 1000x what they used to be able to do, meaning you can make more products at your company, whether those are agricultural seed products, or boats and ships, or software for companies, or clothing, or what have you. Because of AI, everyone has the ability to expand their revenue base to create more products, and that is the foundation of good economic prosperity. It is called productivity. We can grow productivity in this country with AI. So where I see AI being used is on the revenue side 100x more than the cost side. And in that equation, people are hiring like crazy. We cannot hire enough people. I just had a review meeting with my product and engineering team two days ago, and they're like, ‘We want to add an extra 15 headcount to our engineering squads because we have all this opportunity to do stuff that we couldn't otherwise do.’ So we are going to hire more people. And to Sacks' point, we are seeing that show up in the jobs numbers. The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground. It is only a matter of time before people wake up to this and they realize that this narrative that they've all been sold is a crock of sh*t.”
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David Friedberg: The AI Jobs Panic Is a Crock of Sh*t Why? The revenue potential outweighs the cost savings by 100x. “There is no job loss with AI. I've said it a thousand times, and I will say it again, and again, and again. What I see on the ground, and what I've seen at dozens of companies, including my company that I run, there are two sides to a business. There is revenue and there’s costs. On the cost side of the equation, AI can be used to reduce humans doing things that cost money, to some extent. The effect there, I would argue, is nominal. The real opportunity with AI is on the revenue side, where suddenly one engineer can do 100x or 1000x what they used to be able to do, meaning you can make more products at your company, whether those are agricultural seed products, or boats and ships, or software for companies, or clothing, or what have you. Because of AI, everyone has the ability to expand their revenue base to create more products, and that is the foundation of good economic prosperity. It is called productivity. We can grow productivity in this country with AI. So where I see AI being used is on the revenue side 100x more than the cost side. And in that equation, people are hiring like crazy. We cannot hire enough people. I just had a review meeting with my product and engineering team two days ago, and they're like, ‘We want to add an extra 15 headcount to our engineering squads because we have all this opportunity to do stuff that we couldn't otherwise do.’ So we are going to hire more people. And to Sacks' point, we are seeing that show up in the jobs numbers. The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground. It is only a matter of time before people wake up to this and they realize that this narrative that they've all been sold is a crock of sh*t.”

The All-In Podcast

152,702 Aufrufe • vor 3 Monaten

Nvidia's CEO just said what nobody in AI wanted to say out loud. "If the product is not safe, just don't release it. It's that simple." Jensen Huang says if Anthropic and OpenAI keep telling the world their models are dangerous, they obviously know it, so they should stop shipping them. And he doesn't even think they believe their own warnings: "I really don't believe they mean that. I really don't believe that they're building something they have no idea how to control." His fix isn't slowing down, it's building better containment and monitoring, faster. The man selling compute to every AI lab just called their warnings into question on camera. What do you think about all this?
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Nvidia's CEO just said what nobody in AI wanted to say out loud. "If the product is not safe, just don't release it. It's that simple." Jensen Huang says if Anthropic and OpenAI keep telling the world their models are dangerous, they obviously know it, so they should stop shipping them. And he doesn't even think they believe their own warnings: "I really don't believe they mean that. I really don't believe that they're building something they have no idea how to control." His fix isn't slowing down, it's building better containment and monitoring, faster. The man selling compute to every AI lab just called their warnings into question on camera. What do you think about all this?

Anatoli Kopadze

59,526 Aufrufe • vor 10 Tagen

This couple is having a wedding that will reflect who they are. They openly don’t seem to care if anyone will actually go or not. I think weddings are a celebration for everyone to join in for a special day. But I also think that offending guests before they even go might be a decision that will turn in a decision full of regret. So here’s my take on this. The way I see it is that they are going to be disappointed. I know others might argue and say that it’s selfish for the guests to not go because of the conditions set forth by the bride and groom, however it goes both ways. If they know guests won’t like the conditions of the wedding, then maybe they should compromise a little. I think they should give people options. I feel that this is going to show the bride and groom who is actually their real friends and who aren’t in their eyes. They won’t care if the guests don’t like the wedding rules, they are going to expect them to go because they think that their attendance shows that they care and that they are local.
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This couple is having a wedding that will reflect who they are. They openly don’t seem to care if anyone will actually go or not. I think weddings are a celebration for everyone to join in for a special day. But I also think that offending guests before they even go might be a decision that will turn in a decision full of regret. So here’s my take on this. The way I see it is that they are going to be disappointed. I know others might argue and say that it’s selfish for the guests to not go because of the conditions set forth by the bride and groom, however it goes both ways. If they know guests won’t like the conditions of the wedding, then maybe they should compromise a little. I think they should give people options. I feel that this is going to show the bride and groom who is actually their real friends and who aren’t in their eyes. They won’t care if the guests don’t like the wedding rules, they are going to expect them to go because they think that their attendance shows that they care and that they are local.

SonnyBoy🇺🇸

300,719 Aufrufe • vor 4 Monaten

Palantir CTO Shyam Sankar responds to Alex Karp saying tokenmaxxing is dumb and companies are just transferring their alpha to OpenAI or Anthropic: "The token itself is a means to the end." "There's a little bit of confusion in the Valley about how valuable the token is." " That's going to be determined by the people who use these tokens—and the results that we see in these businesses and their growth and the prosperity of the worker." "There is a real question of: every business wants to own its compounding asset." "What is the alpha in the business versus what is the beta?" "We want to empower these companies to put that into a model that they feel they have control over, that they're not ceding their sovereignty and their prosperity as a consequence of doing that." Via NTD News
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Palantir CTO Shyam Sankar responds to Alex Karp saying tokenmaxxing is dumb and companies are just transferring their alpha to OpenAI or Anthropic: "The token itself is a means to the end." "There's a little bit of confusion in the Valley about how valuable the token is." " That's going to be determined by the people who use these tokens—and the results that we see in these businesses and their growth and the prosperity of the worker." "There is a real question of: every business wants to own its compounding asset." "What is the alpha in the business versus what is the beta?" "We want to empower these companies to put that into a model that they feel they have control over, that they're not ceding their sovereignty and their prosperity as a consequence of doing that." Via NTD News

Jawwwn

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Jason Calacanis: Anthropic, OpenAI and others are trying to kill OpenClaw Why? Because an open source agent platform is an existential threat to frontier model companies. @jason: “ People are going to say I'm a conspiracy theorist, but the number one goal, I believe, in the large language model, frontier model space, is to kill (OpenClaw). This is a giant movement to stop it, because this is the equivalent of having an open source Android-like player in the market, and that could be incredibly disruptive. Because, I believe, open source is going to win the day on the large language models and take 90% of the token usage, and I think the entire frontier model space could be undercut by open source. And I think they realize that SLMs, the smaller language models that are verticalized now, that will run on desktops and laptops and are even starting to run on the top ones, that is their biggest competitive threat, and I hope it happens.”
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Jason Calacanis: Anthropic, OpenAI and others are trying to kill OpenClaw Why? Because an open source agent platform is an existential threat to frontier model companies. @jason: “ People are going to say I'm a conspiracy theorist, but the number one goal, I believe, in the large language model, frontier model space, is to kill (OpenClaw). This is a giant movement to stop it, because this is the equivalent of having an open source Android-like player in the market, and that could be incredibly disruptive. Because, I believe, open source is going to win the day on the large language models and take 90% of the token usage, and I think the entire frontier model space could be undercut by open source. And I think they realize that SLMs, the smaller language models that are verticalized now, that will run on desktops and laptops and are even starting to run on the top ones, that is their biggest competitive threat, and I hope it happens.”

The All-In Podcast

64,677 Aufrufe • vor 6 Monaten

As AI firms lobby for a pause, AI investor Ross Gerber is firmly in the skeptics’ camp: “The simplest way to look at it is these are the least trustworthy people in the world. So it doesn't really matter what they actually say. The truth of the matter is that they don't give a crap about humanity. They care about what they're building. And being the most successful ai company in the world. So I think that skepticism is somewhat true because it really hurts their competitors if they're like, hey, everybody needs more regulation. Now that we've already built our models and are selling them in mass.“
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As AI firms lobby for a pause, AI investor Ross Gerber is firmly in the skeptics’ camp: “The simplest way to look at it is these are the least trustworthy people in the world. So it doesn't really matter what they actually say. The truth of the matter is that they don't give a crap about humanity. They care about what they're building. And being the most successful ai company in the world. So I think that skepticism is somewhat true because it really hurts their competitors if they're like, hey, everybody needs more regulation. Now that we've already built our models and are selling them in mass.“

Jim Sciutto

23,570 Aufrufe • vor 23 Tagen

SO, THIS IS THE ELITE'S SECRET PLAN. Stealing trillions, not billions, trillions, for their brand new system and programs, with hidden, secret technology, while purposely distracting and feeding humanity lies and scraps, and conditioning them for their ultimate plan to leave humanity behind in the dust. Why? Because they believe they are better than us, and that they, these elite families and their particular bloodlines were chosen to rule humanity, like generations of their families have done through past centuries throughout time. This is another major piece of the puzzle of what is really going on while they slowly condition and lie to the population, use us to build and create things to keep the world running for them, while they are secretly engineering a new world for themselves. Whether that world is here, underground, somewhere on another planet, or both. Do you really believe they are telling you the truth about everything or what they are really doing behind closed doors? Do you really believe that they wouldn't keep certain technology and physics secret if they could benefit from it themselves but not disrupt their money making empires? Their plans are for a beautiful new world that they rule. A beautiful new world without us. Some will join to serve them. And for some reason, once again, it always involves the same usual suspects. They are starting to understand that we know and will begin to push them to act. It's time to wake up and understand the game that's being played and to understand just how you are being manipulated while they hide the truth from you and reap the benefits while others suffer. How much longer are you seriously going to put up with the bullsh*t, the lying, and the abuse of not just the children, but of all of humanity itself? Everyday we learn more and more of what's really goin on, and to be quite honest, it's getting old, and fast. I'm tired of these people and understand that without ending their reign of power and control, humanity will never fully advance or progress in a positive direction and will never actually be free. What are we really doing to stop them?
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SO, THIS IS THE ELITE'S SECRET PLAN. Stealing trillions, not billions, trillions, for their brand new system and programs, with hidden, secret technology, while purposely distracting and feeding humanity lies and scraps, and conditioning them for their ultimate plan to leave humanity behind in the dust. Why? Because they believe they are better than us, and that they, these elite families and their particular bloodlines were chosen to rule humanity, like generations of their families have done through past centuries throughout time. This is another major piece of the puzzle of what is really going on while they slowly condition and lie to the population, use us to build and create things to keep the world running for them, while they are secretly engineering a new world for themselves. Whether that world is here, underground, somewhere on another planet, or both. Do you really believe they are telling you the truth about everything or what they are really doing behind closed doors? Do you really believe that they wouldn't keep certain technology and physics secret if they could benefit from it themselves but not disrupt their money making empires? Their plans are for a beautiful new world that they rule. A beautiful new world without us. Some will join to serve them. And for some reason, once again, it always involves the same usual suspects. They are starting to understand that we know and will begin to push them to act. It's time to wake up and understand the game that's being played and to understand just how you are being manipulated while they hide the truth from you and reap the benefits while others suffer. How much longer are you seriously going to put up with the bullsh*t, the lying, and the abuse of not just the children, but of all of humanity itself? Everyday we learn more and more of what's really goin on, and to be quite honest, it's getting old, and fast. I'm tired of these people and understand that without ending their reign of power and control, humanity will never fully advance or progress in a positive direction and will never actually be free. What are we really doing to stop them?

The SCIF

102,862 Aufrufe • vor 1 Jahr

Dara (CEO of Uber) on their AI spend: "We blew through our AI budget in a quarter, for the whole year. It is forcing us to adjust. We are going to meter headcount increases because to the extent that my engineers are getting much more efficient, their throughput is increasing. There's a cost to that, and it's a significant cost. AI adoption has been occurring in all parts of the business –– whether it's engineers and how they scope projects, how they build, debugging, platform migrations. I'm pushing the teams to fundamentally use the power of AI to rebuild systems and processes from the bottoms up. I do think it's a combination for us right now of encouraging adoption, but then driving efficiency. We're using the more expensive models to explore. Once we scale some of these experiences, we'll look to bring in more efficient models that are more efficient on a token basis or are open source."
2:19

Dara (CEO of Uber) on their AI spend: "We blew through our AI budget in a quarter, for the whole year. It is forcing us to adjust. We are going to meter headcount increases because to the extent that my engineers are getting much more efficient, their throughput is increasing. There's a cost to that, and it's a significant cost. AI adoption has been occurring in all parts of the business –– whether it's engineers and how they scope projects, how they build, debugging, platform migrations. I'm pushing the teams to fundamentally use the power of AI to rebuild systems and processes from the bottoms up. I do think it's a combination for us right now of encouraging adoption, but then driving efficiency. We're using the more expensive models to explore. Once we scale some of these experiences, we'll look to bring in more efficient models that are more efficient on a token basis or are open source."

Patrick OShaughnessy

616,953 Aufrufe • vor 4 Monaten

Eric Schmidt says it's going to be rare to see the successes in Europe that you see in America and the UK: "The fundamental reason is that they can't get the capital and Europe's regulatory structure is so prohibitive It's really sad because the European talent pool is amazing, the opportunity to build companies in terms of impact is huge And frankly Europe's government and its regulation is slowing them down"
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Eric Schmidt says it's going to be rare to see the successes in Europe that you see in America and the UK: "The fundamental reason is that they can't get the capital and Europe's regulatory structure is so prohibitive It's really sad because the European talent pool is amazing, the opportunity to build companies in terms of impact is huge And frankly Europe's government and its regulation is slowing them down"

@levelsio

462,018 Aufrufe • vor 2 Jahren

Chamath: Google is a compounding machine and can win the entire AI stack Chamath Palihapitiya reacts to $GOOG dropping ~7% after raising its capex forecast to ~$200B for 2026: “Do you know what Google's 25-year average return on invested capital has been since going public? 32%. When you are a machine, and a group of people, and a business model that compounds money at 32% over a 20-year average, you give these guys the benefit of the doubt. These are not people that are flying fast and loose, they are methodically investing in their edge. They are going to get massively rewarded. Google has an incredible search experience. They seem to be navigating this transition to use AI. They have an incredible cloud business, and they have an incredible silicon business. The best thing that can happen to them is 500 different models proliferate, and they support all of them. Because they will make so much money at the silicon layer, they'll make so much money as the cloud provider, and they'll find a bunch of apps, including YouTube and other things, to make money from because you use the AI to target ads better or to help make better content, etc., etc. Jason: “Fragmentation is good for them.” Chamath: “Oh, it's great for them. It's a compounding machine.”
1:07

Chamath: Google is a compounding machine and can win the entire AI stack Chamath Palihapitiya reacts to $GOOG dropping ~7% after raising its capex forecast to ~$200B for 2026: “Do you know what Google's 25-year average return on invested capital has been since going public? 32%. When you are a machine, and a group of people, and a business model that compounds money at 32% over a 20-year average, you give these guys the benefit of the doubt. These are not people that are flying fast and loose, they are methodically investing in their edge. They are going to get massively rewarded. Google has an incredible search experience. They seem to be navigating this transition to use AI. They have an incredible cloud business, and they have an incredible silicon business. The best thing that can happen to them is 500 different models proliferate, and they support all of them. Because they will make so much money at the silicon layer, they'll make so much money as the cloud provider, and they'll find a bunch of apps, including YouTube and other things, to make money from because you use the AI to target ads better or to help make better content, etc., etc. Jason: “Fragmentation is good for them.” Chamath: “Oh, it's great for them. It's a compounding machine.”

The All-In Podcast

111,654 Aufrufe • vor 2 Monaten

Sequoia Capital GP Sonya Huang 🐥 is seeing Jevons Paradox all over the place from her perch at the firm "Not to be an annoying VC, but Jevons Paradox is a freaking wonderful thing." "Because what's happening is — I see the data on all this stuff. Our companies, we see the gross margins going up. At the same time as AI usage is going way up, their gross margins are also going up. Because they are the beneficiaries of intelligence getting cheaper and cheaper to meter." "On the other hand — and I see this from the model companies we work with — their cohorts are getting better and better and better." "So it's not like they're facing price competition, and their businesses are going into the gutter. They have phenomenal businesses, where because they're able to provide intelligence at increasingly cheap prices, their businesses actually get better and better." "So I actually think this is an 'everybody wins' situation."
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Sequoia Capital GP Sonya Huang 🐥 is seeing Jevons Paradox all over the place from her perch at the firm "Not to be an annoying VC, but Jevons Paradox is a freaking wonderful thing." "Because what's happening is — I see the data on all this stuff. Our companies, we see the gross margins going up. At the same time as AI usage is going way up, their gross margins are also going up. Because they are the beneficiaries of intelligence getting cheaper and cheaper to meter." "On the other hand — and I see this from the model companies we work with — their cohorts are getting better and better and better." "So it's not like they're facing price competition, and their businesses are going into the gutter. They have phenomenal businesses, where because they're able to provide intelligence at increasingly cheap prices, their businesses actually get better and better." "So I actually think this is an 'everybody wins' situation."

TBPN

113,117 Aufrufe • vor 1 Monat

I wanted to weigh in on this recent trend of people running into Scientology buildings, causing chaos, and posting the videos on social media. Whether these people are doing it for social media clout or to genuinely expose the abuses of Scientology, what they are doing is unhelpful, and by engaging in these actions, they are unwittingly helping Scientology. I want as many people as possible talking about the dangers and criminality of Scientology. But I spent decades on the other side of this, and if I had been confronted by people running through Scientology buildings and harassing me or staff, it would have pushed me further into Scientology. That is because Scientologists are deeply indoctrinated and radicalized and believe they are helping people. They have been brainwashed over many years into believing the outside world is filled with chaos and criminality, and that their mission, one they believe they are on through countless lifetimes, is to help eradicate this chaos. If someone is brainwashed for years into believing the outside world is filled with dangerous lunatics who wish to impede Scientology, a group of people running through a Scientology building is only going to confirm that belief and lead them to dedicate themselves even more to the cause they believe in. Mike Rinder and I discussed this on our podcast Fair Game: Scientologists, in particular Scientology Sea Org members, have a level of dedication and radicalization to Scientology that surpasses that of a jihadist terrorist. Running through a building is not going to break that or lead them to reconsider what they’ve given up their entire lives for. I also want to note that any Scientology building that someone is allowed to easily enter from the street is not a building where someone like David Miscavige or any senior Scientology executive is going to be. People at that level of Scientology’s criminal leadership will be behind gates and many layers of security. Please focus on exposing the dangers of Scientology, not making a spectacle out of it.
1:59

I wanted to weigh in on this recent trend of people running into Scientology buildings, causing chaos, and posting the videos on social media. Whether these people are doing it for social media clout or to genuinely expose the abuses of Scientology, what they are doing is unhelpful, and by engaging in these actions, they are unwittingly helping Scientology. I want as many people as possible talking about the dangers and criminality of Scientology. But I spent decades on the other side of this, and if I had been confronted by people running through Scientology buildings and harassing me or staff, it would have pushed me further into Scientology. That is because Scientologists are deeply indoctrinated and radicalized and believe they are helping people. They have been brainwashed over many years into believing the outside world is filled with chaos and criminality, and that their mission, one they believe they are on through countless lifetimes, is to help eradicate this chaos. If someone is brainwashed for years into believing the outside world is filled with dangerous lunatics who wish to impede Scientology, a group of people running through a Scientology building is only going to confirm that belief and lead them to dedicate themselves even more to the cause they believe in. Mike Rinder and I discussed this on our podcast Fair Game: Scientologists, in particular Scientology Sea Org members, have a level of dedication and radicalization to Scientology that surpasses that of a jihadist terrorist. Running through a building is not going to break that or lead them to reconsider what they’ve given up their entire lives for. I also want to note that any Scientology building that someone is allowed to easily enter from the street is not a building where someone like David Miscavige or any senior Scientology executive is going to be. People at that level of Scientology’s criminal leadership will be behind gates and many layers of security. Please focus on exposing the dangers of Scientology, not making a spectacle out of it.

Leah Remini

144,420 Aufrufe • vor 5 Monaten

Lawrence O’Donnell: Why do you think North Carolina voters appear to be ready now for a change in the United States Senate? Roy Cooper: I think they want a return to decency. I think they've had enough of this bravado and name-calling. I think they want government to work. What they're seeing now is a government that's leaving them behind and ripping away their health care, and making their grocery prices and utility rates go through the roof. And they want someone who they've seen here in North Carolina—I've developed some trust with the people of North Carolina. They know that I try to work in a bipartisan way, and that I'm going to represent all North Carolinians. I believe that they are ready for change. I believe that they are ready to put in the checks and balances that the framers of the Constitution intended. They are ready for members of Congress and the U.S. Senate to work with this president when they can, but stand up to him when they need to. And right now, the leadership of the House and Senate is letting this executive go wild. And what's happening is the right to vote is being threatened. And we're in a war with no strategy. And we have a $40 trillion debt that's driving up the cost of borrowing. People are tired of it.
1:34

Lawrence O’Donnell: Why do you think North Carolina voters appear to be ready now for a change in the United States Senate? Roy Cooper: I think they want a return to decency. I think they've had enough of this bravado and name-calling. I think they want government to work. What they're seeing now is a government that's leaving them behind and ripping away their health care, and making their grocery prices and utility rates go through the roof. And they want someone who they've seen here in North Carolina—I've developed some trust with the people of North Carolina. They know that I try to work in a bipartisan way, and that I'm going to represent all North Carolinians. I believe that they are ready for change. I believe that they are ready to put in the checks and balances that the framers of the Constitution intended. They are ready for members of Congress and the U.S. Senate to work with this president when they can, but stand up to him when they need to. And right now, the leadership of the House and Senate is letting this executive go wild. And what's happening is the right to vote is being threatened. And we're in a war with no strategy. And we have a $40 trillion debt that's driving up the cost of borrowing. People are tired of it.

Team Roy Cooper

38,405 Aufrufe • vor 1 Monat

$PLTR CTO Shyam Sankar on Deepseek and disagreeing with OpenAI CEO Sam Altman 🔮 “We are at war with China. We are in an AI arms race. I got into a disagreement with Sam Altman about this at the Senate AI summit over a year ago… There’s an opposing view that we can all get along and cooperate on these things. I’m sure the other side feels quite different realizing that their IP has been stolen. “How many times are we going to believe that anchors dragged across the sea that cut undersea cables? “China knows they’re at war. We kinda equivocate on it as a peace loving nation. “The engineering on R1 is exquisite. The optimizations they’ve done are really impressive… We have to wake up with respect for our adversary and realize that we are competing. But they absolutely did steal a lot of that through distillation of the models, and perhaps they stole even more. “We have to realize that the AI race is winner take all, and it’s going to be a whole of nation effort that extends well beyond the DoD in order for us as a nation to win.” 🇺🇸
2:09

$PLTR CTO Shyam Sankar on Deepseek and disagreeing with OpenAI CEO Sam Altman 🔮 “We are at war with China. We are in an AI arms race. I got into a disagreement with Sam Altman about this at the Senate AI summit over a year ago… There’s an opposing view that we can all get along and cooperate on these things. I’m sure the other side feels quite different realizing that their IP has been stolen. “How many times are we going to believe that anchors dragged across the sea that cut undersea cables? “China knows they’re at war. We kinda equivocate on it as a peace loving nation. “The engineering on R1 is exquisite. The optimizations they’ve done are really impressive… We have to wake up with respect for our adversary and realize that we are competing. But they absolutely did steal a lot of that through distillation of the models, and perhaps they stole even more. “We have to realize that the AI race is winner take all, and it’s going to be a whole of nation effort that extends well beyond the DoD in order for us as a nation to win.” 🇺🇸

Jawwwn

295,744 Aufrufe • vor 1 Jahr

David Sacks: Debt makes your company more fragile Friedberg: “I hate this business. I think venture debt's the worst vulture-like business in Silicon Valley. “ Sacks: “Right. I've always hated when founders take on venture debt. Part of it is that founders forget that they have to pay it back. They treat it like venture capital and they forget about that, and then they get surprised. But the other thing I've never liked about it is it makes you more fragile. It basically subjects you to a bunch of business covenants, and it makes it harder for you to do an abrupt shift in your business, because now you've got a bank looking over your shoulder and they want to make sure they get paid, and they have to review your financials and all the rest of it. And to your point, J Cal, the companies that have free cash flow right now are the ones that again, have the most maneuverability. I hate taking away maneuverability from founders, and that is what debt does because it subjects you to a fixed schedule of payments. And so this is always a thing to remember, whether you're a business or you are an individual, when you put on that debt, it makes you more vulnerable to big disruptions in the market.”
0:57

David Sacks: Debt makes your company more fragile Friedberg: “I hate this business. I think venture debt's the worst vulture-like business in Silicon Valley. “ Sacks: “Right. I've always hated when founders take on venture debt. Part of it is that founders forget that they have to pay it back. They treat it like venture capital and they forget about that, and then they get surprised. But the other thing I've never liked about it is it makes you more fragile. It basically subjects you to a bunch of business covenants, and it makes it harder for you to do an abrupt shift in your business, because now you've got a bank looking over your shoulder and they want to make sure they get paid, and they have to review your financials and all the rest of it. And to your point, J Cal, the companies that have free cash flow right now are the ones that again, have the most maneuverability. I hate taking away maneuverability from founders, and that is what debt does because it subjects you to a fixed schedule of payments. And so this is always a thing to remember, whether you're a business or you are an individual, when you put on that debt, it makes you more vulnerable to big disruptions in the market.”

The All-In Podcast

79,095 Aufrufe • vor 5 Monaten

.John Coogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're spending hundreds of millions of dollars on this, just for internal code-gen tooling — like, running their business." "They are going to spend an inordinate amount of money on frontier inference, and so [by] training a model there, they will be able to amortize the training cost of the next model they build not just over, 'Can they get a product out that goes viral and becomes its own standalone chat app that people pay for.'" "Just on the internal usage, they could be running a multi-billion-dollar token bill that they would have to pay another lab. And so if they develop that internally, it's pure vertical integration." "And then you also have everything that's happening on the actual ad targeting and content delivery side..." "The big question has been like, 'Is Meta going to be able to launch an entirely new AI product like Vibes or something like that?'" "And this is a data point that, to me, says they don't need to. Because just from a pure vertical integration [perspective], the investment in MSL can pencil out."
1:29

.John Coogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're spending hundreds of millions of dollars on this, just for internal code-gen tooling — like, running their business." "They are going to spend an inordinate amount of money on frontier inference, and so [by] training a model there, they will be able to amortize the training cost of the next model they build not just over, 'Can they get a product out that goes viral and becomes its own standalone chat app that people pay for.'" "Just on the internal usage, they could be running a multi-billion-dollar token bill that they would have to pay another lab. And so if they develop that internally, it's pure vertical integration." "And then you also have everything that's happening on the actual ad targeting and content delivery side..." "The big question has been like, 'Is Meta going to be able to launch an entirely new AI product like Vibes or something like that?'" "And this is a data point that, to me, says they don't need to. Because just from a pure vertical integration [perspective], the investment in MSL can pencil out."

TBPN

32,654 Aufrufe • vor 6 Monaten