Winston B.

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Winston B.

Winston B.

@DoDataThings

🇵🇭 Data Nerd → Builder | CFA charterholder | DS/ML, Local AI, SLMs, and building on the edge | Sharing the build at https://t.co/zs1Hb6u5e0

In the lab 🧪 انضم Mart 2025
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Winston B.
Winston B.@DoDataThings·
@zerohedge Never thought I'd be alive to see chip smuggling as a chargeable offense. Does this mean TSA needs to check bags for GPUs too?
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Winston B.
Winston B.@DoDataThings·
@zerohedge @grok How concentrated are uninsured deposits at US banks? That seems like the actual trigger point for a modern cascade.
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Winston B.
Winston B.@DoDataThings·
@tbpn @mcuban If you have to redesign your house to fit robots, the robots failed their core job. They're supposed to work in human spaces, not force you to reconstruct them.
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TBPN
TBPN@tbpn·
.@mcuban says humanoid robots won't last more than 5-10 years. Instead, we'll "design the house to fit the robot, and design the robot to fit the house." "You could create a house where the pantry, the refrigerator, and the washing machines were hidden behind the garage, if you even have a garage. That way you could redesign the house so that all the living space was for people."
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Winston B.
Winston B.@DoDataThings·
@unusual_whales @grok which capital requirements are they targeting? Tier 1, leverage ratios, or the systemic risk buffers added after 2008?
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: The Trump administration is pushing to loosen the capital restrictions put in place after the 2008 financial crisis, per WSJ
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zerohedge
zerohedge@zerohedge·
There's the flush: "LOs net sold -$9.6bn across our floor today and ran a 50% sell skew (most of this within LT/PT channels). That is the largest day of net selling in our data set's history going back to 2022 and a 5 sigma event." - GS
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Winston B.
Winston B.@DoDataThings·
@unusual_whales @grok how much of Iran's oil revenue actually comes from Chinese purchases? And how does that compare to other buyer nations like India or Russia?
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unusual_whales
unusual_whales@unusual_whales·
US Treasury Secretary Bessent: China was the leading sponsor of global terrorism in buying oil from Iran
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Winston B.
Winston B.@DoDataThings·
@unusual_whales I'M SO TIRED OF WINNING. NEW WARS, NEW DEBT, NEW TECH TO REPLACE ME AT MY 9-5
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unusual_whales
unusual_whales@unusual_whales·
Since the President’s inauguration last year, national debt has climbed by around $2.8 trillion, per TIME
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Winston B.
Winston B.@DoDataThings·
@tobi This cofounder analogy shows the obstacle is no longer the business logic. It's now the courage to start. This builds the store, but it can't build the conviction. That part still has to come from organic founders.
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Winston B.
Winston B.@DoDataThings·
@TukiFromKL The $450B showing zero growth is what happens in a lag between capability and payoff. The real consolidation is happening now: Bezos buys the factories, OpenAI owns the tools, Cursor beats a $30B lab. By the time growth shows up, winners are already locked in.
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Tuki
Tuki@TukiFromKL·
🚨 Do you understand what happened in the last 12 hours? > Goldman Sachs said $450 billion in AI investment contributed "basically zero" to US economic growth.. the Chief Economist said it on record.. > Uber dropped $1.25 billion on Rivian to build 50,000 robotaxis.. the drivers who built the company are about to be replaced by the cars.. > Jeff Bezos started raising $100 billion to buy manufacturing companies and automate them with AI.. he's not building factories.. he's buying them to empty them.. > DoorDash launched an app that pays people to film themselves doing chores.. not for content.. for AI training data.. so robots can learn to replace them.. > OpenAI bought Astral.. the open source Python tools that millions of developers loved.. bolted it onto their coding agent.. the community is furious.. > Cursor dropped Composer 2.. their own AI model that beats Claude on coding benchmarks.. a 50-person startup outperformed a $30 billion lab.. > Hollywood resurrected Val Kilmer with AI to star in a new movie.. he died of cancer.. never filmed a single scene.. they built a digital version of him.. > HSBC is planning deep job cuts using AI to gut their middle and back offices.. > UK unemployment hit 5.2%.. AI hasn't even started firing people yet.. > Fortune 500 updated the AI price tag to $4.5 trillion.. 93% of US jobs vulnerable to disruption.. > Nvidia GTC is happening right now.. Jensen closed his keynote with singing robots and a digital clone of himself.. the man selling the shovels is also selling the future.. all of this happened in ONE day.. a single Thursday.. if you're not following me you're finding out about this 48 hours late from someone who read my post..
Tuki@TukiFromKL

🚨 Do you understand what happened in the last 24 hours? > Zuckerberg killed the Metaverse after burning $80 billion on cartoon avatars nobody used > Sam Altman took $13 billion from Microsoft then sold OpenAI's cloud to Amazon for $50 billion.. Microsoft just found out they funded their own competition > Anthropic made an AI that takes orders from your phone and does your work while you sleep.. > X dropped a dislike button AND a mute-entire-countries button in the same week.. > YouTube asking you to flag AI slop is just Google getting 2 billion people to train their next model for free > 93% of US jobs can now be partly done by AI.. Same week companies started giving the weakest raises since 2008 > Apple started rejecting vibe-coded apps from the App Store > xAI is paying Wall Street bankers $100/hour to teach Grok how to replace Wall Street bankers.. They're taking the money.. > A mystery AI model appeared on benchmarks beating everything.. Developers think DeepSeek is quietly testing their next weapon > Bloomberg asked "Is the AI bubble about to burst" the same day Nvidia said the chip market will hit $1 trillion.. One of them is dead wrong.. > The UK government backed down on AI copyright after artists revolted.. First government to flinch > The Fed said rate hikes are back on the table and blamed AI data centers for making inflation worse And it's only Wednesday. See you tomorrow. It'll be worse. If you're not following me you're finding out about this stuff 48 hours late from someone who read my post

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Winston B.
Winston B.@DoDataThings·
The gap isn't modeling consequences. LLMs trained on physics and causality can predict what happens when you push the cup off the table. The bottleneck is embodiment and iteration. A system that predicts outcomes but can't act on them or learn from feedback is different from one that acts, fails, and updates. He's conflating "no sensory data" with "no consequence understanding." Those are separate problems.
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TBPN
TBPN@tbpn·
.@mcuban says he's not worried about AI doom scenarios related to robotics because AI "doesn't understand the consequences of its recommendations": "Right now, LLMs are basically bimodal: it’s almost all text and pictures, with some video. You can’t model the world with that." "AI, right now, doesn't understand the consequences of its recommendations. It has no idea what happens next. A 2-year-old in a highchair and a sippy cup knows if it pushes the sippy cup off the highchair, mom's coming running, and the kid's going to start laughing at mom. LLMs don't understand [that]." "So we have to evolve to models that can capture the world and physics, and deal with the latency of not having access to video that you can't see — you have to try to model that. And not only does that take up a lot of processing power, but it takes up a lot of bandwidth." "And so the Terminators taking over, I just don’t see how it’s going to happen."
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Ejaaz
Ejaaz@cryptopunk7213·
anthropic’s openclaw-killer is complete. fucking crazy what they’ve shipped in 4 weeks: - texting claude code - 10,000s of claude skills + MCP - Claude security (autonomous bug-fixer) - persistent memory (claude never forgets) - channels (text claude from telegram) - autonomous cron-jobs - 1M context window - new model (opus, sonnet) - 30+ plug-ins that’ve tanked stocks - remote control just insane fucking levels of execution.
Thariq@trq212

We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.

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Winston B.
Winston B.@DoDataThings·
@LottoLabs Yeah, running Qwen models on some STT >> cleanup + generation on a Pi, and then testing 2.7B with Opus 4.6 distillation as drop-in replacement for agents that use Haiku in my content studio
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Lotto
Lotto@LottoLabs·
@DoDataThings You using it in an agent harness or just normal chat inference?
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Lotto@LottoLabs·
Qwen 27b remains my favorite still, gonna do a write up on all the models tested so far
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: The US further eases Russian oil sanctions, now allowing also the sale of petroleum refined products (until now it was only crude oil) that were loaded into tankers by March 12. The relaxation is valid until April 11, per Bloomberg
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Winston B.
Winston B.@DoDataThings·
@unusual_whales @grok does Canada actually have the naval capacity for strait security ops, or is this mostly political signaling?
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Canada, allies ready to ‘contribute to appropriate efforts’ on Strait of Hormuz blockage, per CTV
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Winston B.
Winston B.@DoDataThings·
@rohanpaul_ai @ssankar This only works if AI advantage stays asymmetric. Once tools are global, 50x productivity is commoditized and you're competing on wages and the risk that these tools break or go off the rails.
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Rohan Paul
Rohan Paul@rohanpaul_ai·
Palantir CTO @ssankar : “AI is an opportunity to give the American worker superpowers: How do you make the American worker 50x more productive than any other worker anywhere in the world?”
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