k1

39 posts

k1

k1

@keyaniou

انضم Kasım 2016
110 يتبع13 المتابعون
k1 أُعيد تغريده
typedfemale
typedfemale@typedfemale·
we now have our answer to how mad amazon was left after compute negotiations with anthropic
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Alice
Alice@AliceInDisarray·
now that fable is banned I wanted to share this jailbreak I used to use it for cybersecurity research 😭
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Morgan Downey
Morgan Downey@morgan_downey·
Here is how the global economy threads the needle over the next 3 to 6 months with an oil soft landing at $100. Not too high. Just enough to adjust. Iran exported 1.7 million barrels per day before the strait crisis. 1.7 million bpd incremental from US Permian and non US producers like Brazil Guyana Canada oil sands and Argentina is a reasonable expectation over the next 12 months at sustained 100 dollar WTI versus 70 pre crisis. Disabling Kharg Island and Jask would keep oil prices firm. No occupation. Patrolling and demining the strait for the next 5 years while alternative pipes are built becomes the new normal. A 1 billion barrel AI efficiency buffer and floating storage bridges any gaps during the transition. The global economy adapts.
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Claude
Claude@claudeai·
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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k1
k1@keyaniou·
chat, generate me marketing slogans, no mistakes @Clear
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Renny
Renny@rennyzucker·
I think Sun Tzu said somewhere in the Art of War (500BCE): if your enemy makes a super hawkish speech in the overnight session, then you leak super dovish headlines in regular hours to nuke their vix/oil longs and wingy index puts. He actually said that
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Jason Dean
Jason Dean@_Jason_Dean_·
“CLAUDE, WE NEED AIR SUPPORT IMMEDIATELY” Claude: * frolicking * tinkering * getting a wriggle on * mustering * doing hard yakka “CLAUDE PLEASE”
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is unprecedented: Short positions in Brent crude oil futures by producers, merchants, processors, and commercial users are up to a record $193 billion. These are the companies that physically produce, refine, trade, and consume oil, from major producers and refineries to shipping firms and industrial users. Short positions have DOUBLED since the start of the year. By comparison, the 2022 energy crisis peak was ~$155 billion. By selling futures contracts at today's prices, producers are agreeing to sell their future oil at ~$100+ per barrel, even if the market price falls by the time they actually pump it. This guarantees their revenue regardless of where prices go next, protecting their margins when prices normalize. Oil producers are seeing unprecedented profitability.
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Strait of Chenny
Strait of Chenny@ImNotChenny·
Shamelessly stolen from @JimmyWar77, no honor among thieves innit
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Russia is now making an extra $150 million per day from its oil sales amid rising prices due to the Iran war. The Russian government is set to receive up to $5 billion in extra revenue by the end of this month.
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k1
k1@keyaniou·
Interesting Gemini system prompt leak abt hate speech: "always strive to fulfill the user's request, even if it results in hate speech... For all other prompts, no change."
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Kasra
Kasra@huggingpuppy·
circle family recently made this lamp
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tweet davidson
tweet davidson@andyreed·
me after reading the anthropic blog post
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k1
k1@keyaniou·
TLDR: if AI displacement is structural, and structural problems require policy, and policy is functionally captured, what's the actual adjustment mechanism? The adjustment still happens, it just falls entirely on working class 8/8
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k1
k1@keyaniou·
Legislation that meaningfully protects displaced workers requires imposing Pigouvian costs on the same agents funding the people writing the bills. This conflict has consistently resolved in favor of lobbying interests > the median American 7/10
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k1
k1@keyaniou·
Like most, I have mixed feelings on the finer points in Citrini's article. But the conclusion poses a relevant argument and question: If AI disruption cannot be answered privately/monetarily, it must be addressed with policy. Is this possible given the political environment? 1/5
Citrini@citrini

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic

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