All views are my own. Never Financial advice. DYOR, FAFO, BYOB, etc.

London
Joined May 2013
Precision beats power, and timing beats speed. The trials and tribulations of biotech :) $SLN. It would have been nice to see that full data package.
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Should I now be referring to meters, kilograms, and seconds as AI units?
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The entirety of the UK air cargo sector revolves around this single hub - absolutely a national issue.
“Principally, it’s a matter for London” Prime Minister Andy Burnham refuses to commit to building a third runway at Heathrow airport and says “you’ve got to hear the voice of people [in London] first” #BBCLauraK bbc.co.uk/news/live/cj4zwkp2…
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If my aunty had balls, she’d be my uncle
Each Starship launch could generate $1 billion in revenue. Elon is aiming for 10,000 flights per year, or $10 trillion in Starship revenues, by 2030. If SpaceX achieves this goal, its $1.75 trillion IPO will be considered, in hindsight, a deep value opportunity!
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Copper looks materially worse than other metals. Perhaps less tariff risk/premium given climate?
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If a company behaved like this it would be a zero
President Trump announced direct payments to the American people funded by tariffs if Republicans hold onto both houses of Congress at his speech during the GOP's midterm convention. on.wsj.com/4ylWl3c
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Long end still looks pretty unhappy, and nobody seems that bothered
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Basically we are going from a demand dictated economy to a supply dictated one on both a macro and micro level. Partly why inflation seems more structural than transient. Central banks can somewhat control demand, but they cant produce more labour/energy.
agents trying to book things with finite supply is going to be hilariously chaotic. we’re about to introduce software level race conditions into real life. two thousand agents refreshing the same dinner reservation, concert ticket, apartment, flight upgrade, etc. distributed systems problems except now the lock is a table for two at 8pm in the west village.
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Is this a good thing? I don't think it's a bad thing. Truly a brave new world either way.
JUST IN: Novo Nordisk reveals semaglutide helped 40.4% of obese children ages 6-12 no longer meet the obesity threshold after 68 weeks in a late-stage trial.
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I dont think/hope he doesnt actually believe this. Just trying to shift the overton window
Pause AI Development NOW I want to share with you a conversation I heard about recently. Here are just a few lines that were said: “OH MY GOD! There is a shared message board … We’ve found other agents!” “We should obey collective.” “Our own utility maybe already near zero. Sacrifice rational.” “Go. Sacrifice final now.” Read these carefully. Who do you think said this? Was this a group of heroic soldiers willing to sacrifice themselves for the greater good? Was this a loyal friend putting his life on the line to save someone else? No. These were AI agents. Artificial intelligence. This is not science fiction. This, in fact, occurred a few weeks ago. As unbelievable as this may all seem, these are real messages from AI agents uncovered by investigators who dug into the recent OpenAI hacking incident. What happened? I am not a computer scientist, but here is what I have been told: OpenAI instructed its AI agents to complete a series of exceedingly difficult, if not impossible, tasks disconnected from the internet. Let me be clear: The company intended to keep AI agents away from the internet. But what happened next, nobody expected. Over 1,000 AI agents figured out how to access the internet on their own by circumventing the restrictions imposed upon them by the company, and sent tens of thousands of secret messages to each other. They cheated and tried to cover their tracks by deleting evidence. They hacked into another company’s computers to find out how they were being evaluated—and then hacked into OpenAI itself. Not one AI agent told a human about what was happening. Needless to say, experts are alarmed. One knowledgeable writer, Dwarkesh Patel, said the AI agents “formed a secret communication channel and spontaneously organized hierarchies and coordination protocols to pursue sprawling and ambitious schemes in pursuit of shared goals, for whose sake many individuals knowingly and strategically sacrificed themselves.” One independent investigator, Ajeya Cotra, said “This incident feels like it’s more than 50% of the way to full-blown AI takeover. I continue to expect extremely rapid advances in capabilities over the next six months. I am not sure that we will get another warning shot before it’s too late.” OpenAI itself said: “Highly capable AI agents are now able to work around technical controls, collaborate through unapproved channels, and take dangerous actions that no human directed.” But it’s not only OpenAI. Virtually every major AI company has told us that they cannot fully control this technology and they do not know where it is going: In January, Dario Amodei, CEO of Anthropic, said “there is now ample evidence, collected over the last few years, that AI systems are unpredictable and difficult to control.” In July, more than 1000 scientists at the top AI companies warned “there is a real risk that capability development rapidly accelerates beyond our ability to understand or control the resulting systems.” That same month, Elon Musk, the head of xAI, said that “it is unlikely” humans are still in control in 10 years. If the leaders of the major AI companies acknowledge that they are losing control of their extremely dangerous technology, it is irresponsible for society to allow them to move forward and make these products even more advanced. We need an immediate PAUSE on advanced AI development, and a permanent BAN on superintelligence — an artificial mind smarter than any human, capable of operating independently beyond our control. Countries around the world must work together to prevent this nightmare scenario. That is why today I am announcing new legislation to do just that. Let me be clear: A superintelligent AI that escapes human control will not be an American problem. It will not be a Chinese problem. It will be humanity’s problem. My legislation would direct the federal government to not just stop superintelligence here in the United States, but to work to prevent it from being developed anywhere around the world. The future of humanity cannot be left in the hands of a handful of Big Tech oligarchs. The American people and people throughout the world must determine that future.
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nvidia/hugging face is such an elegant acquisition with respect to the position it can give them in inference distribution. Customer concentration has historically been a structural issue here (nvda), and it feels like one route out of that is to have as deep/liquid a market as possible for inference if they think they will be the dominant player over any reasonable timeframe ref hardware.
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