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if your goal is to beat Hyperliquid, go back to the drawing board
your TAM needs to be bigger
if you think about it, everything is a market
crypto market
commodities market
forex market
let's push it further
job market
prediction market
insurance market
carbon credit market
influencer market
advertising market
whatever you think your TAM is, it's 100x bigger
ai agents got into anthropic's sales, hr and it systems in under 12 hours
it was an authorized bug bounty test by a startup called cathedral, and it went in through third-party business software. anthropic says user chats, source code and model weights weren't touched, but slack messages, meeting transcripts and salary data were reachable
if the ai company can get hit through its vendors, so can everyone else
anthropic is massively underplaying the recent security breach. i'm hearing cathedral achieved full administrator access of the slack workspace (see every message, log in as arbitrary users) where literally every single research secret is contained
to those unfamiliar: Ant & OAI keep literally everything in Slack. it sounds exactly the same incident that happened to OpenAI in 2023, where OpenAI was hacked by a random guy who got access to an access token from an external app service
"we're critical to national security, we must beat China, and yes we keep all our crown jewels in Salesforce's Slack messenger. yes we have admin API tokens everywhere. why do you ask?"
Is a job a way to get things made, or just a social construct?
My take on work for the next generation
rizzy retweeted
THE GAUNTLET 🥊
Every week, 50,000 AURA goes to whoever survives the Gauntlet... This week: Open Interest
The more OI you hold, the bigger your share of the pool, stacked on your normal OI rewards 👀
Trade now: app.bulk.trade
> run a campaign
>give $50 for people who tradedonce a day for 5 days
>mid campaign change the term and condition
the cabal is strong in here
scientists think your brain might talk more like chatgpt than we thought
the old idea was that we build sentences like ikea furniture, following a hidden blueprint of grammar rules in our heads
this study says it's more like autocomplete. we stack familiar chunks like "at the end of the day" and guess what comes next
so maybe "it's just predicting the next word" isn't the insult people think it is
Chomsky was wrong.
Researchers found your brain doesn’t store language the way every textbook since 1957 claims.
For decades, the undisputed rule of linguistics, led by Noam Chomsky, was that human language is hierarchical.
We were told our brains process language using complex "grammar trees." That we secretly build deep, abstract, mathematical rules in our heads before we speak.
This new paper proves that is completely wrong.
Researchers at Cornell University analyzed how people actually process and produce language in real time.
They found sequences. Linear chunks.
When we speak, we aren't calculating deep syntactic rules. We are just predicting the next most logical sequence of words based on the context of the words right before it.
We string linear chunks together.
If this sounds familiar, it should.
This is exactly how Large Language Models like ChatGPT work.
For years, critics have dismissed AI as "just a next-token predictor." They said it isn't truly intelligent because it doesn't understand deep grammatical hierarchies like humans do.
But this paper suggests humans don't use those hierarchies either.
We are just predicting the next chunk.
Language isn't a rigid tree of mathematical rules. It's a linear stream of contextual predictions.
We thought we were building AI to mimic the complexity of the human brain.
It turns out, the human brain was just running a simpler algorithm all along.
a rule computer scientists have relied on for over 20 years just got disproved. and it wasn't a human who did it, it was Openai's AI
let me explain why people are going crazy over this.
imagine a giant padlock with thousands of switches. each switch is on or off, and only certain combinations open it. there's no hint, so the only way is trying combinations one by one
every switch you add doubles the number of combinations. 10 switches is about a thousand tries. 100 switches is more than every computer on earth could try before the sun burns out
this kind of puzzle shows up everywhere. scheduling flights, designing chips, planning deliveries. a lot of hard real world problems are secretly this padlock
in the late 90s, three researchers made a bet called the exponential time hypothesis. basically: there's no smart shortcut. you will always be stuck doing something close to trying every combination
nobody could prove it, but almost everyone believed it. people built whole careers and tons of research on top of it, using it as the floor for "this is as fast as it can ever get"
now Openai's system says the bet was wrong. there is a shortcut
and this isn't a chatbot just saying something confident. the proof was checked by lean, a program that verifies math line by line. the same researchers who proposed the hypothesis are now working with ryan williams to double check it, and the whole thing is public for anyone to look at
to be clear, your passwords don't break tomorrow and nobody has a faster app to use today. turning this into real world speedups still takes a lot of work
but think about what happened. a "this is impossible" that experts trusted for decades just got a crack in it, and a machine found the crack
if AI can do this to a 20 year old assumption, how many other things we call impossible are just things nobody has found the shortcut for yet
Replying to @danintheory
The computer science collaboration will understand and explain a result concerning the Exponential Time Hypothesis (ETH), a longstanding conjecture about the computational complexity of Boolean formula satisfiability, a problem deeply related to the P vs. NP problem.
Surprisingly, our system has recently proved that the ETH is false, a result that was subsequently verified in Lean.
The refutation of the ETH reopens questions about how much faster these tasks could become, and may help guide the search for better algorithms. Finding such algorithms, and turning theoretical advances into practical improvements, will require significant further research.
Our system found its natural language disproof for the ETH we reached out to to @rrwilliams. Ryan will form a collaboration with Russell Impagliazzo and Ramamohan Paturi to verify and shepherd this result. Impagliazzo and Paturi, along with Francis Zane, are the original proposers of the Exponential Time Hypothesis, and Williams has refuted strong versions of the ETH, used ETH for hardness results, and connected algorithms and lower bounds.
This group asked us to make all raw data of the results public to facilitate independent verification by the community, which we have done by posting the natural language proof and Lean formalization to our GitHub repo. The group also invites the community to help organize an open examination of the ETH claim and to discuss the broader questions that AI-generated breakthroughs raise about verification, access, credit, and the future of research.
github.com/openai/math/blob/…
anthropic just filed to go public
what it is: an S-1 is the paperwork you send the SEC before an IPO. it's not live yet, the shares can't be sold until the SEC signs off
what we know:
NASDAQ, ticker $ANT
goldman sachs + morgan stanley leading
share count and price range not set yet
why it matters:
until now the only way to get exposure to frontier ai labs was big tech stocks or private rounds. this would make one of the top labs something anyone can buy
it also means anthropic has to open its books. revenue, compute spend, losses, all public. we're about to see what it actually costs to build these models
and once it trades, every claude launch or safety headline becomes a stock event
would you buy $ANT on day one or wait?
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
rizzy retweeted
The BulkSOL market on @ExponentFinance is coming to a close at the end of the current maturity.
Beyond Oct 31, the pool of AURA currently rewarding stakers each week will be reallocated to reward activity on the BULK Exchange.
For more information on your Exponent positions 👇
One year of BulkSOL on Exponent, completed with the current maturity
→ $125M+ in yield trading volume
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translation: lenders stopped funding companies whose whole business is renting out gpus
spacex can borrow $40B because starlink and launches pay the bills. a neocloud with no revenue outside ai data centers can't
ai money isn't drying up, it's getting picky. real revenue wins
do you think the 200+ neoclouds really shrink to a handful?
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
rizzy retweeted
In a weekend on Claude I have managed to build things that resulted in saving me 15 hours per week moving forward
I am officially AI pilled and will continue to abuse it until skynet kills us all
Thank you for your attention to this matter
The discourse against using AI for programming is dumb and backward.
You could argue AI was bad at coding two years ago. But with models like Opus 5.5 and increasingly capable open source LLMs, calling everything AI generated “slop” feels disingenuous.
Whether it’s slop depends on who’s using it.
A senior programmer with AI can build far better than someone who doesn’t even understand HTML.
It’s like painting. A skilled painter can do far more with a brush than someone who’s never picked one up.
At the end of the day, AI is a tool. And knowing how to use it is a skill.
The r/OpenSource subreddit has officially banned anything using AI. In any way. Violators will be permanently banned.
Which means… r/OpenSource will ban anyone submitting anything that, in any way, involves… the Linux kernel.
reddit.com/r/opensource/comm…




















