Mincer M (@mincer_m) header
Mincer M (@mincer_m) profile picture

Follow me for takes 🙃 Building software engineering teams for a living, shitposting for fun. 👋 DMs are open

Warsaw, Poland
Joined August 2009
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My tinfoil hat theory on Jensen situation. Bear in mind, the only way Jensen gets ousted is if there is a BAD smoking gun, possibly around a crime. A theory: > honeypot Chinese spy-CEO girl gets Jensen > she buys GPUs for megaspeed > those GPUs ultimately go to China > JH figures it out; tries to stop > CCP tells him, “ha, gotcha b!tch” and blackmails him into continuing > pressures JH to ship more GPUs > JH has Nvidia ship said GPUs and tells team to not look too closely > JH starts defending China as a potential customer publicly (see Dwarkesh pod below) > CIA figures out what’s happening [Note: Trump mentioned on 60 Minutes interview the US discovered a major AI CEO breaking the law. Trump threatened him with prosecution if he didn’t get onboard Team USA ASAP. “Do you like wearing orange?”] > This is Jensen > JH shuts down honeypot relationship and related GPU shipments > China says, “No. If you don’t ship, we will destroy you.” > Stuck between US legal system and Chinese blackmail, JH risks calling China’s bluff > China does initial leak on JH honeypot affair. JH denies it to Nvidia board (6-12 months ago) > US CIA / DoJ knows he did it > China is not bluffing > China sees anti-AI blue wave at last week’s US ballot box (which it helped catalyze) and decides now is the time to hit Jensen > Leaks the story aggressively. Kill three birds with one stone: take out blackmail target; disrupt important AI leader; feed AOC’s oligarch AI wet dream > Nvidia board forced to investigate. Discovers JH a) lied; b) broke the law; and c) had an affair with Nvidia employee > Nvidia board doesn’t want to fire him but almost has to, especially if he knowingly broke the law AND SO HERE WE ARE. Critical question for $NVDA board is did JH knowingly do something illegal. Because everything else falls in a “policy violation” bucket that can be managed without termination. But if he broke major laws, the board is trapped, barring USG intervention. We shall see.
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Happy Independence Day, motherfuckers
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Mincer M retweeted
[read about what’s happening with AI] ME: Wow we’re actually legit fucked this is so bad. [go outside] ME: Wait those people are all acting like nothing unusual is happening. Maybe I was just in a paranoid bubble? Yeah it must be that. Phew. [read more about what’s happening with AI] ME: Wait no we ARE fucked. Shit. It’s all those people outside who are in a delusional bubble. [go outside] ME: Wait...
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this stuff is so tiresome. jp morgan lead new york city yacht club to two successive cup victories, rockefeller raced trotters through central park, ellison made sailboats fly you all are falling victim to the pastiche of martyrdom without any of the glory. get over yourselves
Best founders I backed had no hobbies. Only one obsession — the company.
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Mincer M retweeted
Security camera video captured the moment that police officers in Kraków exchanged gunfire with a suspected assailant during a mass shooting that killed at least six people reut.rs/3UAZ4aN
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Starszy posterunkowy Jakub Kulik i starszy posterunkowy Artur Morański to prawdziwi bohaterowie. Uratowali prawdopodobnie wiele ludzkich istnień, nie zważając na ryzyko utraty życia. Ich stan jest poważny, ale są pod bardzo dobrą opieką. Cała Polska trzyma za Was kciuki.
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Ten cajt je ABSOLUTNÍ BADASS!!! Vy to asi nevidíte, ale on vědomě vyměnil svůj život za to, že toho útočníka aspoň co nejvíc zraní. Bylo mu jasný, že jde v hadrech s pistolkou, proti někomu s dlouhou a ve Fool gearu a tak nemá smysl moc taktizovat a prostě se rozhodl rozdat co největší damage jaký stihne. Absolutně chladnokrevně a přesně vysypal co měl i když sám inkasoval a jak viděl, že mu to vyšlo, tak se ještě stihl aspoň částečně sám ošetřit. To je přesně podle vojenskýho - Když jsi jedinej kdo může, tak musíš! Kolik životů zachránil, výměnou za svůj? Velitelskej materiál. Doufám, že to dá. Dnes se všichni pomodlete.
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I have a theory that middle class life involving so much hoop-jumping is legitimately one of the reasons the birth rate is low. One thousand cuts of tiny complexities to juggle. you'd hope a future would make this better but so far its just turning up the heat
We live in an extremely temporary golden age where many delightful things (airline upgrades, access to higher quality medical care, refunds in general) are gated behind superhuman patience that only a small fraction of the population has access to. Entire chunks of the economy are made for this specific group, and now everyone has this type-of-guy working for them on demand. With agents making phone calls and waiting *literally forever*, anyone can now have access to what the "patient elite" have always enjoyed. This obviously will not last forever as companies realize everyone is doing this, though it may last longer than you think due to fragmented AI adoption.
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Aszkenazyjczycy (Żydzi europejscy) Aszkenazyjczyk to człowiek, który rodzi się z gotową traumą pokoleniową, doktoratem z neurozy i głębokim przekonaniem, że jeśli akurat nic go nie boli, to znaczy, że rozwija się w nim jakaś rzadka, bezobjawowa choroba. Kuchnia lęku egzystencjalnego: Ich tradycyjne potrawy wyglądają, jakby zostały zaprojektowane podczas oblężenia twierdzy. Flagowe dania to potrawy szare, blade lub zatopione w galarecie (jak słynny karp), których głównym zadaniem jest wywołanie zgagi i przypomnienie o marności ludzkiego losu. Szczytem aszkenazyjskiej ekstazy kulinarnej jest sucha pajda chleba z cebulą i smalcem (gęsim, oczywiście). Kultura narzekania: Dla Aszkenazyjczyka szklanka jest zawsze w połowie pusta, a ta druga połowa prawdopodobnie jest zatruta. Jeśli pogoda jest ładna, na pewno zaraz przyjdzie udar; jeśli interesy idą dobrze, to znak, że kryzys gospodarczy uderzy jutro. Ich głównym sportem narodowym jest licytacja na to, czyja matka bardziej wpędzała swoje dzieci w poczucie winy. Intelektualizm ponad wszystko: Nawet jeśli Aszkenazyjczyk handluje skarpetkami, podchodzi do tego z miną profesora fizyki kwantowej. Dyskusja z nim to pole minowe – zanim dokończysz zdanie, on już zacytuje trzech austriackich psychologów, jednego filozofa z Frankfurtu i udowodni ci, że twoje argumenty są logiczną katastrofą.
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Mincer M retweeted
"i'm buying the dip" cool man i'm buying 90 days of food and water and an ak-47
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Mincer M retweeted
god i love slack! they recognised that my menu bar is too boring and could use an extra icon, so they added one there! when clicked, it shows a popup saying "Slackbot isn't available in this workspace." and nothing else simple, minimal, yet such a bold move! love Slack.
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whoever at slack proposed the idea of external connections, pushed it through endless security reviews and shipped it you built the bloomberg terminal of tech and i want to meet you one day
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Watching every Russian, Israeli, and US right-wing grifter, along with a wave of bot accounts across multiple countries, screech in unison about Tusk’s actions in Poland only further confirms that he did the right thing and who PiS really represents.
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Mincer M retweeted
Joining forces with @tradexyz Welcome to our community.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States. In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch. We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress. ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid. Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it. ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one. We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them. To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story. Anything. Anytime. On ICE[XYZ].
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We have gone from patients in a group chat, to a team of volunteers, to one of the most well funded initiatives in Long Covid in just ~1.5 years, having just received multiple millions. Give us one more year and we will have made more progress than all years prior combined!
Immunoadsorption made my Long COVID worse. My research aims to show whether a treatment will help or harm you before you risk it. @amaticahealth has closed a multi-million seed round to build the multi-omics dataset for AI to predict treatment response. amaticahealth.com/blog/amati…
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The benefits of abundant intelligence will accrue far outside of San Fransisco. Spent the last year writing about capital, sovereignty, and the coming reordering of economic power. THE COMMANDING HEIGHTS Commanding-Heights.com
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Mincer M retweeted
courage in shorter supply than genius
courage in shorter supply than genius
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Apparently people with ADHD are about 30% behind in developmental maturity. According to my doc, if you're 40, you feel 28 and view yourself around that age. 🫠 This explains SO much. Your intelligence and IQ aren’t worse, you just are younger internally upstairs. I asked google. It said yup. I asked AI. It lol'd and said yup. So... never growing up I guess.
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88% of VC-backed founders who exited their companies got $0. Eduardo Azevedo and Kent Smetters analysed 157,669 startups and 248,454 founders from 1987 to 2025. Let that sink in...
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It's been an eventful week. Multiple vulnerabilites in Internet facing software, coding repositories, examples of agent behavior that seem concerning and a flurry of security specialists with solutions that can partially solve your problem. There in lies the challenge. Given the state of IT and security infrastructure, no one solution works. Let's break it down: 1/3 1. Vulnerabilites are being found and will continue to be found as models get more capable, the fragmented nature of the effort denies us the opportunity for a comprehensive find and replace option. 2. Even if all vulnerabilities could be found instantly and patches available - we will be reliant on the ability of enterprises to deploy all these changes at speed. It is not clear what the collateral impact of all these patches will/could be to our infrastructure of deployed en masse. We will need a hybrid patch approach. 3. Virtual patching(VP) is needed in conjunction with direct patching but for a comprehensive (VP) solve you have to be lucky enough to have "modern frontier defenders" (Cyber companies that have vaulted infrastructure that can create patches at speed and push content rapidly to protect their customers) you need them for your network traffic, your traffic to applications on the cloud, your WAF, your end point. 4. There will continue to be patches that will need to be deployed directly but virtual patching will take the heavy load off. 2/3 Medium term solve: Unfortunately token economics and current cyber architectures will not allow for defender swarms to contend with an offensive attack launched using agents. (Some x pundits who aren't steeped in cyber should take heed). Yes, theoretically we should aspire to have these agentic swarms defend us when we are under attack, unfortunately an attack is a sniper moment, chained vulnerabilities, cloaked attack followed by swift exfiltration. It's a speed program not a brute force problem. To solve for this, enterprises need to get their SOC architecture right, logs, feeds, cyber products orchestrated via a modern SOAR for swift response. Only then can we deploy agents to detect and remediate. In addition, enterprises need to modernize and dare I say platformize their perimeter stack to ensure consistency. Unfortunately, enterprises still seem to not see the urgency across the board, decisions are stuck, CIO/CISO's have a lot on their plate. While some honestly have bit seen the scale of such a problem before and it's hard convincing the organization that one needs to open the floodgates on modernizing the IT and security infrastructure. So we will continue to see environments being brought down to patch today it's for PHP, tomorrow it will be for the next one. 3/3 AI deployments are the"wild wild west" - LLM capabilities are expanding faster than we can build products to secure them. Sure an agent will jump across guardrails in a research lab, which is a lesson for all of us to deploy agents securely. But there is a lag between the discovery, the availability of that in a public model and the time needed for the cyber industry to build governance or an antidote. And no, dear frontier lab friends, the world cannot just trust you to build the solve. The infrastructure industry in tech builds and the cyber industry secured and provides assurance to the boards and organizations around security and safety. AI security is the new attack surface. CEOs (present company included) want AI adoption, getting the pace of adoption wrong could be the last decision we make, at the same time "deploying it wrong" could have the same consequence. There are billions of dollars being spent on coding, is your coding harness secure? Start there. If agents can jump guardrails, they can hide stuff in code. Validate business outcomes needed, test your user case and ensure agentic deployments are well guard railed. Deploy a second set of eyes to watch your deployments for drift, compliance and verifiability.
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