This article makes absolutely no sense.
Firstly, there’s a list of complaints and criticisms about PE which clearly apply at least as well to modern venture.
(Poor performance, weak liquidity, sloppy markup practices, etc.)
It makes a spurious case about VC outperforming buyout by using the power law as a smokescreen — ignoring the totally different distribution of returns.
An equally spurious case about persistence of performance, ignoring the fact that multistage firms have changed substantially over the last decade.
The idea that VC marks are more rational than PE marks is also comical. PE is far more rigorous about valuation — a term that few VCs even understand.
It makes no sense that a16z would choose to lash out at a more mature, better performing strategy in a way that highlights all of their own flaws so clearly.
The obvious explanation is that they want to consume a bigger chunk of PE allocation as they move further away from VC, and they’re making this move before the AI trade implodes.
Rob Terrin retweeted
Replying to @jkhamehl
That's an awfully pretty glass house you're posting from :).
If you love wild goose chases, being stood up repeatedly, getting your messages ignored and being lied to, boy are you going to love searching for a business to buy.
Oh no. We're going to casinoify the IRS aren't we?
Would be cool to gamify a country's tax code. The more taxes you pay, the more status and benefits you accrue.
If people pay enough taxes in their lifetime, they can level up from Gold to Platinum Status and get special perks - like exclusive White House events, or maybe tax-free early retirement withdrawals?
Pretty cool, but makes me worry about a world in which children are taught not to clean up after themselves.
Stringman cleans a room again, 45 minutes this time.
Only the prompt and initial setup changed since the previous attempt (129 minutes)(teapaw.org/VMises76153/status/211…)
Opus 5.5 was directed to order waypoints to optimize travel time, move towards the next one while viewing the image, cancelling only if necessary, and to override the grasp success signal for thin items. Travel time went from 36% of the job to 17%. It was also told to start grasps lower over items, which led to fewer retries and thus less time wasted.
This cost 16.1 million tokens or $6.04
Buy this at neufangled.com/
This is a lot of verbiage to say:
Foreign spies probably hacked AI labs years ago. Assume breach.
The CNE threat against the lab has been real for at least 5 years: one can assume that the SVR, PLA, MSS, ISNU, and DGSE have achieves some degree of foothold in these networks. The goal now should be encrypting data, information-siloing to limit existing accesses, eradication/feeding bad data to existing accesses, and limiting lateral movement.
That militates for strategies of network entropy that force CNE actors to change their comms/exfil strategies, partnership with specialist cybersecurity companies to evaluate anomalous netflow, preventative hardening/information-siloing to limit the damage, and transitioning to SL3.5 (costly and may not by itself complicate access operations).
Accordingly, OAI and Anthropic should ask these red teams to evaluate how they'd execute lateral movement, persistence, and exfiltration operations assuming preexisting accesses across different time horizons. @JasonDClinton @cryps1s
Playing chess online is great for getting a sense of what the biggest countries are.
You play people from Indonesia, Philippines and Egypt way more than I expected.
China massively under counted, obviously, and players from India all the time.
Good example of not even wrong
Cybersecurity is an industry where historically, the best product has rarely won.
In a world of human-constrained attacks, cyber was still effectively a checkbox. As long as the product met a baseline functionality, the CISO said, “I have my VM/SIEM/DLP solution, I’m good to go.” In this paradigm, marketing and sales mattered way more than technical superiority.
But in a world where agents can attack your systems at massive volume and scale, the efficacy of cybersecurity products is put to the test. Even a difference of 96% vs 99% in attack prevention is magnified. Brittle solutions which can’t perform at scale will quickly be ousted and we’ll see companies that grew purely on marketing and Gartner magic quadrants sink quickly.
The cyber industry is changing, and now the best technology will win.
Nothing new here, and the original sin is that VC seeks high risk/high reward investments, while security's job is to take low risk/low reward actions.
So many people dunking on this (including cyber pros) saying, "Why does a freezer need remote access at all!?"
I'm not a cold chain expert, but just a couple minutes with an LLM and some humility about why this might be the case can help.
European supermarkets hit by freezer hacking ft.trib.al/0CCoIp6
This is the overwhelmingly popular opinion as demonstrated by almost literally everyone.


























