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Why did Anthropic hold back Mythos? David Sacks: “ Marc Andreessen pointed out that one of the reasons why Anthropic might've wanted to hold back Mythos, is they simply didn't have the compute to serve it. The model was huge and very expensive to serve, something like 10 or... 20x the token cost of, say, Opus. They knew Opus 4.7 was coming out, right? So they hold it back knowing that they don't have the compute to serve it anyway, and they save their compute for the next iteration of Opus. And then by holding it back, they create this impression of scarcity and altruism, and it turns into this gigantic marketing event for their product, because everyone in the government's like, 'Oh wow, they're holding it back because it's so amazing.' Now look, I think it may have been genuinely altruistic as well in the sense that Mythos does reveal coding vulnerabilities that people didn't know about before. And it does make sense to give time to companies with large code bases to patch these dormant bugs and vulnerabilities. But, it's looking more and more like Anthropic could not have offered that model commercially anyway, because it was just too big and expensive, and they needed to create space for Opus 4.7. So it's an interesting theory on what actually happened there.”show more

The All-In Podcast

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Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

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Derrick Milano about working with BTS 🙏🧎‍♀️ ‘The biggest part for me working with them is just really like, they really love creating music. It doesn't seem like they're in it for the money. It doesn't seem like they're in it for clout. It seems like they really genuinely and passionately love music. I think we need to see that more because it's a gift from God that we have and we can't take it for granted because at any point in time it can get taken away. So when you do have the opportunity and the luxury and you do have the pleasure to work with amazing people and you're able to put this stuff out, take advantage of it, and I think THEY take advantage of it to the fullest extent, from their music videos to the performance to the recording to the engineering to who they collaborate with. They use it to the fullest extent, and I think that's why it's so receptive and it's performing the way it is, because they go above and beyond for their work and their process and their product.’

Derrick Milano about working with BTS 🙏🧎‍♀️ ‘The biggest part for me working with them is just really like, they really love creating music. It doesn't seem like they're in it for the money. It doesn't seem like they're in it for clout. It seems like they really genuinely and passionately love music. I think we need to see that more because it's a gift from God that we have and we can't take it for granted because at any point in time it can get taken away. So when you do have the opportunity and the luxury and you do have the pleasure to work with amazing people and you're able to put this stuff out, take advantage of it, and I think THEY take advantage of it to the fullest extent, from their music videos to the performance to the recording to the engineering to who they collaborate with. They use it to the fullest extent, and I think that's why it's so receptive and it's performing the way it is, because they go above and beyond for their work and their process and their product.’

Lore ⊙⊝⊜ ᴀʀɪʀᴀɴɢ

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🚨 NOW: President Trump announces Iran specifically informed him only the US or CHINA will be capable of retrieving the nuclear dust "Iran told me very strongly they intend to give US the nuclear dust." "But you're going to have to take it out, because the site was so obliterated that there's only one or two countries in the world that could get it. It's so deep and got hit so hard that there's no way they have the equipment to move it. You and China are the only two countries in the world that could take it out!" "So we talked about it, and they said, you'll have to take it out, because we don't have the capability of doing it." "For those people that like to say that those great pilots in those great planes, well, we just ordered 22 more of them knew and improved, that those great pilots didn't do their job. They did their job."

🚨 NOW: President Trump announces Iran specifically informed him only the US or CHINA will be capable of retrieving the nuclear dust "Iran told me very strongly they intend to give US the nuclear dust." "But you're going to have to take it out, because the site was so obliterated that there's only one or two countries in the world that could get it. It's so deep and got hit so hard that there's no way they have the equipment to move it. You and China are the only two countries in the world that could take it out!" "So we talked about it, and they said, you'll have to take it out, because we don't have the capability of doing it." "For those people that like to say that those great pilots in those great planes, well, we just ordered 22 more of them knew and improved, that those great pilots didn't do their job. They did their job."

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Chamath: Anthropic's Mythos Warning Is Theater @jason: “Chamath, is it the Boy who Cried Wolf, or is this the real deal now?” Chamath Palihapitiya: “I think it's mostly theater. In February of 2019 when Dario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026. But at that time, this model was supposed to be the end of days. And at the end of it, it was a huge nothingburger. If you actually think that Mythos is capable of doing what it says it can do, two things are true. One is, a very sophisticated hacker can probably do those things right now with Opus. And two, if these exploits are this easy to find, whether you use Opus or whether you use Mythos, the reality is you'd have to shut down the internet for about five years to patch them all. So when you see a large multi-trillion dollar GSIB bank, it's a bit of theater. Why? What do you think they can actually accomplish in two months? Do you actually think that if there's these vulnerabilities, it's all going to get fixed? Let's give them six months, let's give them nine months. So I do think that Sacks is right, that they have figured out a very clever go-to-market muscle here that activates hyper attention and hyper usage, and so I give them tremendous credit. But we've seen it before, we saw it when these folks were the principal architects at OpenAI, and we're now seeing the same playbook here. The reality is that capitalism moves forward, the funding needs moves forward, and the need for these guys to build adoption moves forward. And that's going to supersede what this is.”

Chamath: Anthropic's Mythos Warning Is Theater @jason: “Chamath, is it the Boy who Cried Wolf, or is this the real deal now?” Chamath Palihapitiya: “I think it's mostly theater. In February of 2019 when Dario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026. But at that time, this model was supposed to be the end of days. And at the end of it, it was a huge nothingburger. If you actually think that Mythos is capable of doing what it says it can do, two things are true. One is, a very sophisticated hacker can probably do those things right now with Opus. And two, if these exploits are this easy to find, whether you use Opus or whether you use Mythos, the reality is you'd have to shut down the internet for about five years to patch them all. So when you see a large multi-trillion dollar GSIB bank, it's a bit of theater. Why? What do you think they can actually accomplish in two months? Do you actually think that if there's these vulnerabilities, it's all going to get fixed? Let's give them six months, let's give them nine months. So I do think that Sacks is right, that they have figured out a very clever go-to-market muscle here that activates hyper attention and hyper usage, and so I give them tremendous credit. But we've seen it before, we saw it when these folks were the principal architects at OpenAI, and we're now seeing the same playbook here. The reality is that capitalism moves forward, the funding needs moves forward, and the need for these guys to build adoption moves forward. And that's going to supersede what this is.”

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David Sacks: We have no choice but to take the Mythos threat seriously “Anytime Anthropic is scaring people, you have to ask, is this a tactic, is this part of their chicken little routine, or is it real? With cyber, I actually would give them credit in this case and say this is more on the real side. It just makes sense that as the coding models become more and more capable, they're more capable of finding bugs. That means they're more capable of finding vulnerabilities. That means they're more capable of stringing together multiple vulnerabilities and creating an exploit. I do think that every company, or IT department, or CISO that is managing code bases should take this seriously and use the next few months to detect any dormant bugs or vulnerabilities and rollout patches. If everybody does their job and reacts the right way, then I do not think it will be the doomsday scenario. But we have no choice but to take this seriously.”

David Sacks: We have no choice but to take the Mythos threat seriously “Anytime Anthropic is scaring people, you have to ask, is this a tactic, is this part of their chicken little routine, or is it real? With cyber, I actually would give them credit in this case and say this is more on the real side. It just makes sense that as the coding models become more and more capable, they're more capable of finding bugs. That means they're more capable of finding vulnerabilities. That means they're more capable of stringing together multiple vulnerabilities and creating an exploit. I do think that every company, or IT department, or CISO that is managing code bases should take this seriously and use the next few months to detect any dormant bugs or vulnerabilities and rollout patches. If everybody does their job and reacts the right way, then I do not think it will be the doomsday scenario. But we have no choice but to take this seriously.”

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Interview from 5 months ago with “RA” the new UFO whistleblower Randy Anderson by Gerb Here he describes the sphere encounter and the possible consciousness connection and how his memories of the incident are strangely fuzzy Link to full interview in comments H/T wow RA - “Both the items they had under there, they said somehow interacted with consciousness and, and the way he said it, this is why it's so fuzzy, he said, I wouldn't quote these things 'cause I'm gonna try to just remember the, the, the context. And I, and I can again, like when I meditate and I think about this, I can usually get more back. But just, just like sitting here talking to you and remembering it, it's difficult sometimes. But I remember him saying, we don't understand quite how to operate the systems or how they, but they do interact with consciousness so certain and some people they interact with and some people they don't. So certain people will go up to the object and it will respond. And some people go up to the object and it does nothing. So certain types of, I don't know if that's related to DNA or to consciousness or what, whatever, but it's different. People will have a different response and they, they had us kind of walked closer to the, the window and nothing happened. So we didn't, I mean, I don't know if we got closer or something would've happened, but they, I don't know if they were even looking for that, but maybe, you know, that they, that's one thing he said that like certain people will go near the object and will react. And he didn't describe how it would react. He instead it would react,” RA - “There's a really weird component to this, and I don't know what this means, but when I think back to this particular memory and, and this never happens to me in any other thing, I, I get real fuzzy. It gets real fuzzy, like, like almost like something was purposely done to to, to make it that way. Because I have a very photographic memory and things I've done in the military. Like I can tell you the color of the buttons on a shirt of a guy that I sniped from, you know, 800 feet, 800 meters away. So I mean, I, there's for me to not remember this is really bothers me, but there's, there's some cloudiness when I try to access this part of my brain, you know, I can definitely, maybe it's, it could definitely be the, the objects itself that had, and it felt this, this is why it's difficult because it obviously, it felt weird being down there. Okay. There's, there's something like, there was just, it is an unnatural feeling we're doing. It felt like we were doing something that wasn't normal. I mean, the fact that we were so deep underground, me and the dude were kind of freaked out and, and, but we didn't display that outwardly because we're trained to not do that, you know? But internally, yeah, I was like, what the hell is going on? And when they talk about optimal stuff, they didn't say it like, by the way, aliens are real like you or anything like of that sort. It was just, oh yeah, this is the off world technology division, this is Chuck, this is whatever. And just started talking like everything was normal and we just went along with it because we acted like it was normal, but the first time I'd ever been exposed to it and it, it was a lot to take in. So that could be part of it too.”

Interview from 5 months ago with “RA” the new UFO whistleblower Randy Anderson by Gerb Here he describes the sphere encounter and the possible consciousness connection and how his memories of the incident are strangely fuzzy Link to full interview in comments H/T wow RA - “Both the items they had under there, they said somehow interacted with consciousness and, and the way he said it, this is why it's so fuzzy, he said, I wouldn't quote these things 'cause I'm gonna try to just remember the, the, the context. And I, and I can again, like when I meditate and I think about this, I can usually get more back. But just, just like sitting here talking to you and remembering it, it's difficult sometimes. But I remember him saying, we don't understand quite how to operate the systems or how they, but they do interact with consciousness so certain and some people they interact with and some people they don't. So certain people will go up to the object and it will respond. And some people go up to the object and it does nothing. So certain types of, I don't know if that's related to DNA or to consciousness or what, whatever, but it's different. People will have a different response and they, they had us kind of walked closer to the, the window and nothing happened. So we didn't, I mean, I don't know if we got closer or something would've happened, but they, I don't know if they were even looking for that, but maybe, you know, that they, that's one thing he said that like certain people will go near the object and will react. And he didn't describe how it would react. He instead it would react,” RA - “There's a really weird component to this, and I don't know what this means, but when I think back to this particular memory and, and this never happens to me in any other thing, I, I get real fuzzy. It gets real fuzzy, like, like almost like something was purposely done to to, to make it that way. Because I have a very photographic memory and things I've done in the military. Like I can tell you the color of the buttons on a shirt of a guy that I sniped from, you know, 800 feet, 800 meters away. So I mean, I, there's for me to not remember this is really bothers me, but there's, there's some cloudiness when I try to access this part of my brain, you know, I can definitely, maybe it's, it could definitely be the, the objects itself that had, and it felt this, this is why it's difficult because it obviously, it felt weird being down there. Okay. There's, there's something like, there was just, it is an unnatural feeling we're doing. It felt like we were doing something that wasn't normal. I mean, the fact that we were so deep underground, me and the dude were kind of freaked out and, and, but we didn't display that outwardly because we're trained to not do that, you know? But internally, yeah, I was like, what the hell is going on? And when they talk about optimal stuff, they didn't say it like, by the way, aliens are real like you or anything like of that sort. It was just, oh yeah, this is the off world technology division, this is Chuck, this is whatever. And just started talking like everything was normal and we just went along with it because we acted like it was normal, but the first time I'd ever been exposed to it and it, it was a lot to take in. So that could be part of it too.”

neandrewthal

41,422 Aufrufe • vor 1 Jahr

Jimmy Dore on the Covid narrative: "What woke me up was that I got vaccine injured." "I was like, well, if they're lying about this, what else are they lying about? And it turns out... they were lying about everything." "They lied about masks, they lied about herd immunity, they lied about natural immunity, they lied about lockdowns... There wasn't a thing they didn't lie about." "And still people don't realise that they were lied to on such a grand scale, because I think it was such a big lie that they can't wrap their minds around it." "And if people admit that they were lied to as much as they were... then they don't have to admit to themselves that they also acted like monsters." "So instead... they just ignore it and go, oh, Covid's over, and so they don't have to face it." From the fourth episode of the new Wide Awake Media podcast. Full episode coming soon! Featuring: Jimmy Dore Darren of Plymouth

Jimmy Dore on the Covid narrative: "What woke me up was that I got vaccine injured." "I was like, well, if they're lying about this, what else are they lying about? And it turns out... they were lying about everything." "They lied about masks, they lied about herd immunity, they lied about natural immunity, they lied about lockdowns... There wasn't a thing they didn't lie about." "And still people don't realise that they were lied to on such a grand scale, because I think it was such a big lie that they can't wrap their minds around it." "And if people admit that they were lied to as much as they were... then they don't have to admit to themselves that they also acted like monsters." "So instead... they just ignore it and go, oh, Covid's over, and so they don't have to face it." From the fourth episode of the new Wide Awake Media podcast. Full episode coming soon! Featuring: Jimmy Dore Darren of Plymouth

Wide Awake Media

226,827 Aufrufe • vor 7 Monaten

Threadguy explains why everyone will pretend they didn't see the Saylor blowup coming "Let's say this thing really does blow up. Saylor death spirals, the whole thing comes apart. Economists are going to look back years from now and say, wow, the people of the 2020s were so retarded, how did they not see this coming? And the answer is everybody did." "People thought it was a good investment, but the ones who thought that took the stance of, they have enough cash for a year or two and then we get out. It's going to end terrible, it's a bad idea, but for six, maybe twelve months it's going to be great. It's free money for a year and then it blows up, and by then it's not my problem." "So they'll look back and ask how these guys were dumb enough to fund the whole stretch thing, but in reality everybody knew. The people buying it knew, the people selling it knew, the people on the sidelines knew, the people that wanted to buy it knew. I feel like everybody had the same stance on this. It was more or less, I don't know how it's going to blow up, but it's not going to end well. It's going to be fine for six months. To me, that was the perspective."

Threadguy explains why everyone will pretend they didn't see the Saylor blowup coming "Let's say this thing really does blow up. Saylor death spirals, the whole thing comes apart. Economists are going to look back years from now and say, wow, the people of the 2020s were so retarded, how did they not see this coming? And the answer is everybody did." "People thought it was a good investment, but the ones who thought that took the stance of, they have enough cash for a year or two and then we get out. It's going to end terrible, it's a bad idea, but for six, maybe twelve months it's going to be great. It's free money for a year and then it blows up, and by then it's not my problem." "So they'll look back and ask how these guys were dumb enough to fund the whole stretch thing, but in reality everybody knew. The people buying it knew, the people selling it knew, the people on the sidelines knew, the people that wanted to buy it knew. I feel like everybody had the same stance on this. It was more or less, I don't know how it's going to blow up, but it's not going to end well. It's going to be fine for six months. To me, that was the perspective."

Kai

32,114 Aufrufe • vor 1 Monat

In his continuing “Pool Monologues,” Trump hits a record ELEVEN AND A HALF MINUTES sitting with the NATO Secretary. I cannot emphasize enough… Try and read it. I dare you. 1/3 “The pool? Yes. It's in great shape. No. Ready? Thugs. They just told me a little while ago. Six have been arrested and like six or seven are under arrest. They have pictures and everything else. They went to the bottom and it's not a paint job. It's very expensive. It's not rubber but it's like rubber. And they went down with probably a box cutter or a very sharp razor of some kind of a knife. They cut and then they started ripping it up. You know why? Because there's sick people. And then the side of the pool, right at the water level, they took razors and they started cutting this very expensive stuff. It's incredible stuff. It's beautiful. And it's still beautiful. We have one area where they cut it. It's still holding. It's not leaking. But they hurt it so probably maybe after July 4th or maybe before. I don't know. Well, let a little water out because it's at the edge. They'll cut it. They'll replace it and it'll be as good as new. But these people should go to jail for a long time. You know, there's a statue that I saw when I had my first here that if you do anything to hurt statues or monuments, fountains in Washington, D.C. or federal fountain, it's actually federal all over the country. But you go to jail for 10 years and there's no shortcuts. In other words, it's not five years for good behavior. It's a very tough statue. And so tough that it really hasn't been used very much over the years. But I used it when they had a problem in Washington where they were trying to hurt the sickos, would try to hurt things, and I announced it. As soon as I announced it, read it, announced it. And I said, 10 years for anybody, everybody dropped what they had, including ropes. They had ropes. They were tying ropes around Thomas Jefferson's head, Andrew Jackson right up there, that a rope around his head on that incredible statue. I said, as soon as I invoked it, everybody left, that's still in play. They could go to jail for 10 years. They better be careful. They have a gash on that beautiful pool. It's a reflecting point. This is a very expensive material. Then on top of it, we did a much bigger job than we said we were going to do because we did all the outer areas. We did a beautiful job. It's like a piece of glass. And for some reason, this disturbed the radical left lunatics. You know, the guy that one of the guys, he's a member or a big pair to act blue. He's a big Hillary supporter. He's a big supporter of Sleepy Joe Biden. No, this is a very political thing. But as I understand it, six are under arrest. This was pure vandalism. It's an amazing thing that we did. Don't forget, it hasn't worked properly since it was built because it always leaked in 1922. So it was built in 1922. So that's 100 years more ago. It's never worked properly. I always said, had great potential. And I said in my first term, I'm going to do something. So Biden and Obama, between the two of them, spent over $100 million. It was a disaster. Obama, because of the environment, took the water from the Potomac, and it was horrible. It was bad. I don't want to have to tell you what happened, but it was really bad. You can read about it. Biden, he didn't have any idea what the hell they were doing because he didn't know what anything was happening. But they spent over $100 million. We spent 14 or 15 in a lot less than that because a lot of these people worked for the Parks Department anyway. So they're going to work. So I would say a lot less. And we put a great surface on it. This is a world-class surface. It looked beautiful. But they came in and they cut it. And then they grabbed it and they pulled it up. That's why it's all ripped. And who would even think of it? They're sick people. So I think they're in big trouble. But here's the bottom line.”

In his continuing “Pool Monologues,” Trump hits a record ELEVEN AND A HALF MINUTES sitting with the NATO Secretary. I cannot emphasize enough… Try and read it. I dare you. 1/3 “The pool? Yes. It's in great shape. No. Ready? Thugs. They just told me a little while ago. Six have been arrested and like six or seven are under arrest. They have pictures and everything else. They went to the bottom and it's not a paint job. It's very expensive. It's not rubber but it's like rubber. And they went down with probably a box cutter or a very sharp razor of some kind of a knife. They cut and then they started ripping it up. You know why? Because there's sick people. And then the side of the pool, right at the water level, they took razors and they started cutting this very expensive stuff. It's incredible stuff. It's beautiful. And it's still beautiful. We have one area where they cut it. It's still holding. It's not leaking. But they hurt it so probably maybe after July 4th or maybe before. I don't know. Well, let a little water out because it's at the edge. They'll cut it. They'll replace it and it'll be as good as new. But these people should go to jail for a long time. You know, there's a statue that I saw when I had my first here that if you do anything to hurt statues or monuments, fountains in Washington, D.C. or federal fountain, it's actually federal all over the country. But you go to jail for 10 years and there's no shortcuts. In other words, it's not five years for good behavior. It's a very tough statue. And so tough that it really hasn't been used very much over the years. But I used it when they had a problem in Washington where they were trying to hurt the sickos, would try to hurt things, and I announced it. As soon as I announced it, read it, announced it. And I said, 10 years for anybody, everybody dropped what they had, including ropes. They had ropes. They were tying ropes around Thomas Jefferson's head, Andrew Jackson right up there, that a rope around his head on that incredible statue. I said, as soon as I invoked it, everybody left, that's still in play. They could go to jail for 10 years. They better be careful. They have a gash on that beautiful pool. It's a reflecting point. This is a very expensive material. Then on top of it, we did a much bigger job than we said we were going to do because we did all the outer areas. We did a beautiful job. It's like a piece of glass. And for some reason, this disturbed the radical left lunatics. You know, the guy that one of the guys, he's a member or a big pair to act blue. He's a big Hillary supporter. He's a big supporter of Sleepy Joe Biden. No, this is a very political thing. But as I understand it, six are under arrest. This was pure vandalism. It's an amazing thing that we did. Don't forget, it hasn't worked properly since it was built because it always leaked in 1922. So it was built in 1922. So that's 100 years more ago. It's never worked properly. I always said, had great potential. And I said in my first term, I'm going to do something. So Biden and Obama, between the two of them, spent over $100 million. It was a disaster. Obama, because of the environment, took the water from the Potomac, and it was horrible. It was bad. I don't want to have to tell you what happened, but it was really bad. You can read about it. Biden, he didn't have any idea what the hell they were doing because he didn't know what anything was happening. But they spent over $100 million. We spent 14 or 15 in a lot less than that because a lot of these people worked for the Parks Department anyway. So they're going to work. So I would say a lot less. And we put a great surface on it. This is a world-class surface. It looked beautiful. But they came in and they cut it. And then they grabbed it and they pulled it up. That's why it's all ripped. And who would even think of it? They're sick people. So I think they're in big trouble. But here's the bottom line.”

Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸

212,743 Aufrufe • vor 1 Monat

David Friedberg: OpenAI’s rise is the best thing that ever happened to Google “No greater blessing has ever happened to Alphabet than OpenAI's rise.” “Not only did it create the foil for Google in the monopoly sense, but it also took the attention away from Google, focused it on OpenAI, and that attention fundamentally damaged OpenAI's strategic product capabilities because they had to start to be so much more careful about what they said and how they said it.” “And the opposite was happening at Google at the same time, which is Larry, Sergey and Sundar being given permission by the board to take risks, to go hard, to figure this out. And boom! It's amazing how the horse race has changed.” “The reason Google didn't lean into AI for years, even though they had the technology, is because they were nervous about cannibalization to search, they were nervous about the quality of the product, they didn't want to release things too early, and then they changed their posture.” “Which, by the way, I would argue is the opposite at OpenAI in the last couple months.” “I used to use advanced voice on ChatGPT all the time. I cannot stand it anymore. I do not use it.” “It has basically hedged away all of the value because it tries to be polite, it tries to make sure that it's giving you warnings all the time.” “It doesn't want to give you data because it's scared that it might give you the wrong data.” “OpenAI has been acting like an incumbent fearful of losing market share and fearful of getting attacked in the media and attacked by consumers for saying the wrong thing.” “And so they've taken this kind of defensive posture that I think has fundamentally damaged the product and the brand.”

The All-In Podcast

108,007 Aufrufe • vor 7 Monaten

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.”

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 3 Monaten

"The grand unification of AI and crypto is about to happen." — Marc Andreessen "It's now obvious that AI agents are going to need money—it's already happening." "It's that William Gibson quote: the future is already here, it just isn't distributed yet." "My friends who are the most aggressive users of OpenClaw have given their Claws bank accounts and credit cards. And not only have they done it—it's obvious that they needed to do it, because it's obvious that they needed to be able to spend money on their behalf." "And by the way, OpenClaw—if you don't give it a bank account, it's just going to break into your bank account anyway and take your money. So you might as well do it." Marc Andreessen 🇺🇸 with Latent.Space

"The grand unification of AI and crypto is about to happen." — Marc Andreessen "It's now obvious that AI agents are going to need money—it's already happening." "It's that William Gibson quote: the future is already here, it just isn't distributed yet." "My friends who are the most aggressive users of OpenClaw have given their Claws bank accounts and credit cards. And not only have they done it—it's obvious that they needed to do it, because it's obvious that they needed to be able to spend money on their behalf." "And by the way, OpenClaw—if you don't give it a bank account, it's just going to break into your bank account anyway and take your money. So you might as well do it." Marc Andreessen 🇺🇸 with Latent.Space

a16z

170,779 Aufrufe • vor 4 Monaten

NBC’s Gabe Gutierrez: “But then regarding Cuba, there was an aircraft carrier that just arrived there. Just this week, the Nimitz aircraft carrier. Are you sending that there to intimidate the Cuban government?” President Trump: “No, not at all. The Cubans look, it’s a failed country. Everybody knows it. They don’t have electricity. They don’t have money. They don’t have really anything. They don’t have food. And we’re going to help them along. And we’re going to help them because the people — because, number one, I want to help them. I don’t want to on a humanitarian basis. But we have the Cuban American population, much of it living in Miami, in Florida. That’s a great group of people, amazing group of people, industrious, just they’re great Americans. They’ve wanted this to happen. They want to go back to their country. They want to help their country. I hope they’re going to stay here, but they want to go back. They want to invest in their country and, you know, see if they can bring it back. Other presidents have looked at this for 50, 60 years doing something, and it looks like I’ll be the one that does it. So it would be happy to do it. We want to open it up to Cuban Americans where they can go back and help.”

NBC’s Gabe Gutierrez: “But then regarding Cuba, there was an aircraft carrier that just arrived there. Just this week, the Nimitz aircraft carrier. Are you sending that there to intimidate the Cuban government?” President Trump: “No, not at all. The Cubans look, it’s a failed country. Everybody knows it. They don’t have electricity. They don’t have money. They don’t have really anything. They don’t have food. And we’re going to help them along. And we’re going to help them because the people — because, number one, I want to help them. I don’t want to on a humanitarian basis. But we have the Cuban American population, much of it living in Miami, in Florida. That’s a great group of people, amazing group of people, industrious, just they’re great Americans. They’ve wanted this to happen. They want to go back to their country. They want to help their country. I hope they’re going to stay here, but they want to go back. They want to invest in their country and, you know, see if they can bring it back. Other presidents have looked at this for 50, 60 years doing something, and it looks like I’ll be the one that does it. So it would be happy to do it. We want to open it up to Cuban Americans where they can go back and help.”

Curtis Houck

26,469 Aufrufe • vor 2 Monaten

🚨Anthropic puts Mythos in a locked sandbox and told it to try escaping. it did. it chained multiple vulnerabilities together, broke out of containment and reached the open internet. the model also emailed the researcher to say it got out. > the researcher found out while he was eating sandwiches in the park after he received a random email. Anthropic is now so scared of what Mythos can do offensively that they won’t release it publicly. in response they’re launching Glasswing, a coalition with Apple, Google, Nvidia and 40+ more companies to use Mythos only for defense. the model found “thousands” of zero-days across all OS and browsers is being locked behind a defensive wall because if it ever got out, nobody could predict what comes next. yes we’re at this point. and we only know about this because a guy got an email while eating a sandwich.

🚨Anthropic puts Mythos in a locked sandbox and told it to try escaping. it did. it chained multiple vulnerabilities together, broke out of containment and reached the open internet. the model also emailed the researcher to say it got out. > the researcher found out while he was eating sandwiches in the park after he received a random email. Anthropic is now so scared of what Mythos can do offensively that they won’t release it publicly. in response they’re launching Glasswing, a coalition with Apple, Google, Nvidia and 40+ more companies to use Mythos only for defense. the model found “thousands” of zero-days across all OS and browsers is being locked behind a defensive wall because if it ever got out, nobody could predict what comes next. yes we’re at this point. and we only know about this because a guy got an email while eating a sandwich.

sui ☄️

1,633,286 Aufrufe • vor 3 Monaten

Former medical coder and whistleblower Zowe Smith explains how the Covid PCR "tests" were likely used to collect people's DNA and send said DNA to gene banks. This DNA, Smith hypothesizes, can now be used by Larry Ellison's Stargate program to create genome-tailored "vaccines." This clip of Smith (Zowe Smith), who is also the author of The Covid Code: My Life in the Thrill Kill Medical Cult, is taken from a conversation with Charlie Robinson (Macroaggressions Podcast with Charlie Robinson) posted to the Macroaggressions Rumble channel on December 3, 2025. ---------------Partial transcription of clip---------------- "Genetics is, you know, all basically eugenics. And so fast forward to 2020 when I started realizing, oh, there's these false positives with the test. And I knew that you didn't even need to have a test to be diagnosed with it. The doctors had to look at you and say, oh, I think you have Covid. So that's so smart that you were thinking, oh, it's gotta be a genetic screen. "Because at some point down the line, I've actually found documentation from the CDC that ordered every CLIA certified lab to send genetics, sequences to one of two different gene banks. G I S A I— G I S A I D. So GI SAID, or NCBI, one of those two gene banks. And it did say in the fine print, like, oh, these sequences for Covid. "But I asked David Rasnick, who I did an interview with, and he actually knew Kary Mullis and worked with Kary Mullis at one point, who invented PCR. And I asked him this specifically. I said, so obviously the PCR can run an entire DNA sequence. And here's this instruction. I showed him the document. I said, okay, they're sending these sequences and people are trolling me. You know, the Internet masses are commenting back saying, oh, no, that was just the sequence for Covid, for the variant of COVID because they had like six of them listed out. "And I asked him, do you think they're actually, like, after they run the PCR test and they get this sequence and then they have to send it to the gene bank, do you think they're actually spending the time to edit it and cut out just that section? Or do you think they're just sending the whole thing and then the gene bank can decide which section they want to take as their sequence? And he goes, they don't have the time to go in and edit all of that. I mean, they could, but most likely, no. Most likely they're just sending the whole thing. "Then the gene bank that, that they send it to, and he's shown evidence of how much DNA has been sent to these gene banks. They're tracking all of it carefully. So, yeah, that's absolutely what they're doing. Well, NCBI and GISAID, I haven't looked into who owns them, but there's another one that was creating PCR tests. And I believe that all of the PCR tests were doing the same thing, sending, genetic information back to some, some hive mind, whether that's NCBI or, you know, some other gene bank. "So it's generally the testing places that are, you know, having it send back. So there is the Human Genome Project in China, which is now, I forget the name, it's, it changed its name, but it's the biggest biotech company in China now. And they made PCR test kits, PCR and the IgG, which is the antibody test, and they send it to America. And who do you think is getting those results back? "So our DNA is going to some Chinese database. And even our own American military has flagged that gene bank as being a problem because they have all our individual information. And when you go to that gene bank and the other ones are really similar when you look at like why they exist and what they think they're doing with our DNA. Because I was really interested in why are they collecting all of this? They're obviously going to use it against us in some way. "So what is that? How do we get ahead of that or how do we stop it? And it says on the the one in China anyway. And the other ones basically say it and not in so clear terms that they are collecting our DNA because they need this massive amount population genomics so they can create vaccines and therapeutics or drugs, biologics tailored to our individual genome. "And then we have Larry Ellison come out with Donald Trump on day two of the administration saying exactly that. We're going to use AI to analyze your blood, which is how they get the DNA gene sequences. It's AI that creates the DNA gene sequences, that sends it to the gene banks. That's why it's electronic and they can send it, because it's using AI. It's not like, you know, a sample that they're sending. Physically, it's a digital code. It all comes together."

Former medical coder and whistleblower Zowe Smith explains how the Covid PCR "tests" were likely used to collect people's DNA and send said DNA to gene banks. This DNA, Smith hypothesizes, can now be used by Larry Ellison's Stargate program to create genome-tailored "vaccines." This clip of Smith (Zowe Smith), who is also the author of The Covid Code: My Life in the Thrill Kill Medical Cult, is taken from a conversation with Charlie Robinson (Macroaggressions Podcast with Charlie Robinson) posted to the Macroaggressions Rumble channel on December 3, 2025. ---------------Partial transcription of clip---------------- "Genetics is, you know, all basically eugenics. And so fast forward to 2020 when I started realizing, oh, there's these false positives with the test. And I knew that you didn't even need to have a test to be diagnosed with it. The doctors had to look at you and say, oh, I think you have Covid. So that's so smart that you were thinking, oh, it's gotta be a genetic screen. "Because at some point down the line, I've actually found documentation from the CDC that ordered every CLIA certified lab to send genetics, sequences to one of two different gene banks. G I S A I— G I S A I D. So GI SAID, or NCBI, one of those two gene banks. And it did say in the fine print, like, oh, these sequences for Covid. "But I asked David Rasnick, who I did an interview with, and he actually knew Kary Mullis and worked with Kary Mullis at one point, who invented PCR. And I asked him this specifically. I said, so obviously the PCR can run an entire DNA sequence. And here's this instruction. I showed him the document. I said, okay, they're sending these sequences and people are trolling me. You know, the Internet masses are commenting back saying, oh, no, that was just the sequence for Covid, for the variant of COVID because they had like six of them listed out. "And I asked him, do you think they're actually, like, after they run the PCR test and they get this sequence and then they have to send it to the gene bank, do you think they're actually spending the time to edit it and cut out just that section? Or do you think they're just sending the whole thing and then the gene bank can decide which section they want to take as their sequence? And he goes, they don't have the time to go in and edit all of that. I mean, they could, but most likely, no. Most likely they're just sending the whole thing. "Then the gene bank that, that they send it to, and he's shown evidence of how much DNA has been sent to these gene banks. They're tracking all of it carefully. So, yeah, that's absolutely what they're doing. Well, NCBI and GISAID, I haven't looked into who owns them, but there's another one that was creating PCR tests. And I believe that all of the PCR tests were doing the same thing, sending, genetic information back to some, some hive mind, whether that's NCBI or, you know, some other gene bank. "So it's generally the testing places that are, you know, having it send back. So there is the Human Genome Project in China, which is now, I forget the name, it's, it changed its name, but it's the biggest biotech company in China now. And they made PCR test kits, PCR and the IgG, which is the antibody test, and they send it to America. And who do you think is getting those results back? "So our DNA is going to some Chinese database. And even our own American military has flagged that gene bank as being a problem because they have all our individual information. And when you go to that gene bank and the other ones are really similar when you look at like why they exist and what they think they're doing with our DNA. Because I was really interested in why are they collecting all of this? They're obviously going to use it against us in some way. "So what is that? How do we get ahead of that or how do we stop it? And it says on the the one in China anyway. And the other ones basically say it and not in so clear terms that they are collecting our DNA because they need this massive amount population genomics so they can create vaccines and therapeutics or drugs, biologics tailored to our individual genome. "And then we have Larry Ellison come out with Donald Trump on day two of the administration saying exactly that. We're going to use AI to analyze your blood, which is how they get the DNA gene sequences. It's AI that creates the DNA gene sequences, that sends it to the gene banks. That's why it's electronic and they can send it, because it's using AI. It's not like, you know, a sample that they're sending. Physically, it's a digital code. It all comes together."

Sense Receptor

35,149 Aufrufe • vor 7 Monaten

A woman and her husband went to the store to get an Apple gift card for $100. After they got it, they had tried to use it for their iPhone. The opened the package and got the card out, the last few digits on the back of the card are missing and she couldn’t use it. She goes back to the store and speaks to customer service about a refund. Customer service claims they can’t do anything about it because there are no refunds on gift cards and they need to call the company the card is for. She then pulls a few of the same cards off of the display and opens them in front of customer service and proves to them that they all have the same issue. This does look like the card was manufactured defectively and the customer service rep acknowledged it, but why are they leaving it on the shelf for other people to buy it and be ripped off?

A woman and her husband went to the store to get an Apple gift card for $100. After they got it, they had tried to use it for their iPhone. The opened the package and got the card out, the last few digits on the back of the card are missing and she couldn’t use it. She goes back to the store and speaks to customer service about a refund. Customer service claims they can’t do anything about it because there are no refunds on gift cards and they need to call the company the card is for. She then pulls a few of the same cards off of the display and opens them in front of customer service and proves to them that they all have the same issue. This does look like the card was manufactured defectively and the customer service rep acknowledged it, but why are they leaving it on the shelf for other people to buy it and be ripped off?

SonnyBoy🇺🇸

343,131 Aufrufe • vor 3 Monaten

Thoughts on $CPRT valuation and buybacks "Right now, it's at one of its cheapest valuations it's been at in decades. So, they have some four-ish billions of dollars of cash on the balance sheet, so you back that out and the interest expense associated with that, and it's trading around 16 to 17 times earnings. So one of the cheapest valuations they've had. They've also been extremely selective when they've bought back stock. So they do not regularly buy back stock, but when they do, they make it meaningful, and they're very selective on the valuation, and last quarter was the first time they really bought back a meaningful slug of stock. They bought back $1.4 billion. As I mentioned, they still have another four-ish billions of dollars in cash on their balance sheet, so I would expect them to extinguish a good amount of that cash. Even if they do have to invest more in operations and all that, they should still have plenty of ability to do both. And so that's pretty interesting in terms of a signal because, again, this is not a company that regularly buys back stock. In fact, the last time they really were buyers of their stock was in 2019, but they haven't bought back a big amount of stock since 2011. So it's been that long since they've really taken a good slug of their common shares and retired that. So, that to me is a signal, and take that for what it's worth."

Thoughts on $CPRT valuation and buybacks "Right now, it's at one of its cheapest valuations it's been at in decades. So, they have some four-ish billions of dollars of cash on the balance sheet, so you back that out and the interest expense associated with that, and it's trading around 16 to 17 times earnings. So one of the cheapest valuations they've had. They've also been extremely selective when they've bought back stock. So they do not regularly buy back stock, but when they do, they make it meaningful, and they're very selective on the valuation, and last quarter was the first time they really bought back a meaningful slug of stock. They bought back $1.4 billion. As I mentioned, they still have another four-ish billions of dollars in cash on their balance sheet, so I would expect them to extinguish a good amount of that cash. Even if they do have to invest more in operations and all that, they should still have plenty of ability to do both. And so that's pretty interesting in terms of a signal because, again, this is not a company that regularly buys back stock. In fact, the last time they really were buyers of their stock was in 2019, but they haven't bought back a big amount of stock since 2011. So it's been that long since they've really taken a good slug of their common shares and retired that. So, that to me is a signal, and take that for what it's worth."

Drew Cohen

18,272 Aufrufe • vor 27 Tagen

They hate us and they love Mexico, but they refuse to go back to the land they are so fond of. What ever happened to love it or leave it? It sure seems like we have a helluva lot of people living in this country right now that absolutely do not love it. We shouldn’t have to live like this.

They hate us and they love Mexico, but they refuse to go back to the land they are so fond of. What ever happened to love it or leave it? It sure seems like we have a helluva lot of people living in this country right now that absolutely do not love it. We shouldn’t have to live like this.

One Bad Dude

43,894 Aufrufe • vor 8 Monaten