Opinions are my own Writing @DisruptedLetter
Singapore
Joined January 2017
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这件事 差不多是这样
黃仁勳外遇，很多人以為這是新聞，其實 10 月底紐時就爆過了。
報導指出，川普一年前就聽過情報簡報，但選擇不採取行動，因為他不想影響輝達的晶片銷售，這些銷售有助推動經濟和股市。
換句話說，老黃過去一年有川普這把保護傘。
可是 11/3 期中選舉一出來，民主黨拿下參眾兩院，明年 1 月新國會上任後，委員會主席全換成民主黨，傳喚權也跟著換手。
有一點很關鍵：選後第二天要求老黃說明的，是三位共和黨籍的委員。
新國會要明年 1 月才上任，現在委員會還是共和黨在管，而且這次只是要求出席閉門簡報，不是公開聽證會，也不是傳票。
民主黨沒有理由幫川普最愛的 AI CEO 擋子彈。反過來說，「川普知情卻放任國安風險」對他們來說是絕佳的政治題材。
所以老黃的算盤很簡單：
與其明年被民主黨搞，不如趁現在共和黨還在管，自己先處理掉。
現在面對的是共和黨，關起門來談，比較好收尾。等到明年 1 月換成民主黨，換來的可能就是公開聽證會、正式傳喚，外加全國電視直播。
所以他先承認外遇、董事會先啟動調查、11/18 再進去閉門把事情講清楚，有機會在換手之前把這件事定調成「私德問題，已處理」。
外遇最壞就是丟臉；等到明年被民主黨挖出來，可能就變成國安問題了。
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Lei Shi retweeted
We at @MacHomebrew been warning @Google about this for years. Sadly, they are too addicted to making money selling malware ads.
If someone senior enough at @Google wants to talk about this or, ideally, just fix the fucking problem: I'm easily contactable online.
RTs welcome.
Lei Shi retweeted
"Hi Claude good morning how are you I'm great thx build me a YouTube-style site but restricted to videos that have been repeatedly recommended on HN over the years pls. Don't make any mistakes."
i wanted to do this mainly to block any food videos from my YouTube feed after 10pm. This is a good idea, I will do so for myself as well.
Weekend hack: HackerTube. I was annoyed with YouTube's recommendations so I had Claude filter down 43M comments over 20 years of HN to 6,454 videos that keep being recommended. *Significantly* better viewing experience, ~2 hours with Opus 5.5:
hackertube.org/
- Excellent recs without any logins (state is kept in local browser session)
- Thumbnail is a representative frame from middle of the video instead of the super duper A/B test hyper-optimized user uploads
- Underlying data from the comment analysis as one zip file, point your Claude at it and ask for your own version
- HackerTube Longs ✊
A bit more on the process:
I use Claude Code (desktop app for Mac), Opus 5.5 on Medium effort as my default. I only talk to Claude and have it do everything, the only "manual work" I helped with in tandem was in the browser (reminiscent of MenuGen): 1) I had to create some kind of API key from Google Cloud UI to query YouTube for video metadata, 2) I booted up a VPS box for serving and 3) I bought the domain name. Once the box was up I gave Claude the IP and told it update, secure, harden, deploy and optimize the code, and it did the whole thing.
Many awesome projects that would have normally taken weeks/months even can now be few-shotted for breakfast. What else are we not thinking of.
75
Lei Shi retweeted
Reflecting this morning on how different this hack feels from how FTX felt.
Market is only down a few percent. Incredibly calm, dip buyers coming in, even amidst a macro rout, outflows have been muted. The directly affected alts are also holding up, as the market is pricing in Binance buying everything back.
This hack was a little over $6B, which in dollar terms is only 25% less than FTX's hole. But confidence in Binance as a business is so high, the industry came together, hustled to protect each other, and the market has decided: eh, it'll be fine.
Our industry has matured.
It's good to see.
Binance has begun recovering affected assets for users and continues to work with law enforcement, issuers, blockchain intelligence firms and industry partners to trace, freeze and recover additional funds.
The company has already publicly committed to cover losses through company funds in the prior announcement.
Binance has already reserved over $6.34B of company funds to cover this incident. $5B of these funds are already held in the exact token assets that were impacted. We are completing the purchase of the remaining amount by buying token assets through market channels and OTC channels. We are doing this to match the format of the remaining token assets and address any asset shortfalls. This step can take longer because some tokens may have low liquidity and OTC settlement also takes time. We will share more progress as soon as we can.
These figures do not include frozen or protected assets, which remain subject to ongoing recovery and verification. Currently, $3bn has been frozen, with thanks to our industry partners. We are working with partners and law enforcement to recover the frozen assets.We will continue to use company resources to cover confirmed shortfall and will provide further verified updates as recovery efforts progress. Ultimately, all user funds will be verified publicly through our Proof of Reserves.
We will weather this storm. Thank you for the support.
这人神了…
SBF 错失逾千亿美元：FTX 当年 13 亿美元卖出的 Anthropic 股份，按 IPO 估值或值 1400 亿
2022 年，SBF 旗下 Alameda 以 5 亿美元投资 Anthropic，获得约 8% 股份。FTX 破产后，为偿还债权人，这部分股份于 2024 年以约 13 亿美元出售。
Anthropic 近日递交 IPO 申请，据报道估值预期为 1.5 万亿至 1.75 万亿美元，照此计算，上述股份价值约 1200 亿至 1400 亿美元。
另据 Anthropic 的 S-1 文件，美国政府此前将没收的 445 万股 Anthropic 股份出售，套现 6.27 亿美元用于赔付 FTX 债权人，这批股份现价值约 39.4 亿美元。
67
Lei Shi retweeted
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.
Singaporeans underestimate what a huge benefit it is to have a benign neighbour.
When China had cultural revolution, all monies fled Taiwan and Hongkong. Singapore should be cautious working with Indonesia. Must stand its ground but also be flexible.
That said, this haze is shit…
It’s 2007 all over again.
“Be a good boy, or we’ll cut your gas supply.”
Indonesia is blessed with natural resources the world needs. And sometimes ASEAN has to put up with its tantrums, especially Singapore and Malaysia.
Oh yea, btw, Singapore is the next ASEAN chair.
LKY famously said, “We’ve got friendly neighbours? Grow up!”
So what will the chair do?
Lei Shi retweeted
Live by the sword, die by the sword.
Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them, not just their puppets …
Capitol agenda: Dem gavels are coming for Elon Musk politi.co/4dPcGpd
