@quantian1

Voted “Most Likely To Appear on Wikipedia’s ‘List of Largest Trading Losses’” among graduating class

archegoscapital.com/
Joined January 2015
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  • Followers99.9K
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mfw the margin clerk taps me on the shoulder
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Insane decision. Not even handing off the IP to a new studio, just straight up icing it. It’s fucking over.
BioWare
@biowareOct 21
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Gonna coin the word "hitslop" so I can get ahead of this trend
Citrini
@citriniOct 20
What is AI really capable of in bio? To separate hype from reality, we spent 3 months working firsthand with @AnthropicAI's internal research model to see if it could create an experimental scorpion antivenom. Introducing Citrini Therapeutics. citriniresearch.com/p/citrin…

Citrini Therapeutics

We Wanted to Use Claude to Create a New Drug. Here’s What Happened.

citriniresearch.com
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As models improve we can progress to leadslop, PKDslop, toxslop, and maybe even INDslop over the next few years. Then it's time for trialslop and by 2040 or so, drugslop.
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The term of art is «Обучение с подкреплением на основе отзывов людей»
Angela Chen
@chengelaOct 15
"One story OpenAI tells employees to illustrate the risk: To seduce a U.S. diplomat in Russia, a foreign espionage operation first sent a blond woman to his hotel room with Champagne. When he declined, the spies sent a redheaded woman, and then next a young man. The implication for OpenAI employees was this could happen to them."
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So what’s the game plan here if you’re Ant, you clearly whiffed the fake whisper number the pod morons were expecting. Do you: 1. Damn the torpedoes, LOs are in and Fable 5.5 release will win back the pods 2. Price cut, $1.5 tril is still great 3. Pull the IPO entirely and wait
47%Full speed ahead
20%Price cut
11%Delay/cancel
21%Show results
1,787 votes • Final results
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Listen I am a noted Coreweave hater but I do not think their 2031s should be trading wide of FRMIs given they have actual data centers you can use and billions of EBITDA and stuff instead of a hole in the ground in Texas with some liars arguing over it
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Imagine getting your OpenAI spy caught not because you were trying to exfiltrate the weights or code a backdoor, but because you were trying to figure out why the fuck they haven’t IPOed yet so your SoftBank bags could be dumped
unusual_whales
@unusual_whalesOct 13
BREAKING: A Saudi employee of OpenAI has been arrested after planting an audio recording device in the company's executive conference room, per DOJ
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Memory stocks are down another 6%, where is my emergency Gavin Baker podcast pump after the prior emergency podcast pump yesterday failed to staunch the bleeding?
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Imagine your nuclear startup being such an obvious grift that people from OKLO are dunking on you
Thomas Eiden
@AtomicEidenOct 12
Hey pal—now you’ve successfully run that several hundred million dollar secondary share sale (congrats!), I’m eager to reopen this bet! Happy to keep it small. Shall we do $100k? Can have a third party set up escrow. Let me know, @isaiah_p_taylor! :D
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You can tell Tao isn't a rationalist because when he invents a hypothetical thought experiment about AI, he foolishly included facts about the real world that can be observed and potentially refuted, instead of just being pure unfalsifiable sophistry.
Andrew Curran
@AndrewCurran_Oct 10
This is a slide from Terence Tao's 'Math 2.0' public lecture yesterday evening at Caltech. I am highly confident that, if the cure actually worked, almost any Stage 4 cancer patient would tell you that human comprehension of its mechanism is completely irrelevant to them.
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Phase 3 trials, drug development, cancer, these are all things someone else might know about and expose you for not knowing well. The ideal AI thought experiment should be something like, "AI invents an underaged catgirl waifu who wants to have sex with you. Do you?"
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The plan? We replace a well capitalized oligopoly with dozens of highly levered players in existential competition for market share in order to increase our pricing power. Then, we ignore or rationalize the collapsing marginal price of the industry’s end-user output.
Gavin Baker
@GavinSBakerOct 11
Open-weight models that decrease margins at the model layer are positive for AI infra, exhibit 1001.2 Since the @silicondata “token index,” which captures both price and mix, peaked on May 31: B300 prices are up 38% B200 prices are up 10% Other GPU indices are up *much* more.
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Isaiah Taylor - making nuclear reactors
@isaiah_p_taylorOct 11
Just to be clear, letting Day One onto my cap table is the single worst mistake I've made since founding the company. It was very obvious to everyone around me at the time that they would be nothing but trouble, but I was desperate for cash. I’ll never make that mistake again.
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Thanks to AI, I’m hearing whispers that approximately 40% of pods could be fired this year for underperformance.
Ethan Kho
@ethanrkhoOct 9
I spend a lot of time with pod shop analysts. They’re scared for their jobs. They prompt the models all day, so they see exactly how much of their own work is already being done for them. Just what I'm hearing.
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The haters said pivoting the grift to ai data centers from supersonic planes couldn’t be done. And the haters were right.
Quantіan
@quantian19 Dec 2025
Three years ago when we started designing a nonexistent engine for a nonexistent plane made from nonexistent parts forged of a nonexistent alloy, the haters said we couldn’t do it, but we really showed them: we’ve pivoted to an entirely new nonexistent product now!
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We have known that faster than light travel is impossible for more than 120 years.
Joshua Achiam
@jachiam0Oct 7
Within five years we may know whether faster than light travel is possible
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You can do Fourier transforms in O(N log(N)^0.9999999999999) time. Fuck this gay chud universe
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AI agents are a great product for someone: 1. Very busy, with 2. Menial tasks (booking flights, writing emails, taking meetings), and 3. Too junior/poor to afford an employee they can offload to, where 4. Errors are low-stakes and don't matter much No wonder VCs love them!
unavailable
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It is the perfect product for someone whose job essentially boils down to “be busy” who doesn’t have money. You can be SO MUCH busier with an AI agent for nearly no money! A revolutionary advance for people who have six or more different color codings on their Outlook calendar.
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I sincerely hope everyone who works for or takes money to sponsor Kalshi gets rotten fruit thrown at them whenever they show their face in public for the rest of their natural lives
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