Max Conradt

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Max Conradt

Max Conradt

@max_conradt

Hierarchical discrete state transition engineer / enthusiast. Making money move at the speed of light.

SF, CA Beigetreten Ağustos 2014
991 Folgt992 Follower
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Max Conradt
Max Conradt@max_conradt·
PSA: Virtually no software written in SF should run directly on any machine / process with access to sensitive credentials. Always run it in a VM, Docker container, web browser, etc. People here care about "shipping" — not InfoSec — until it's too late. Sorry Guys, It's Over 🫡
Andrej Karpathy@karpathy

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords. LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm. Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks. Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages. Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.

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Max Conradt
Max Conradt@max_conradt·
San Francisco and South Korea becoming increasingly alike
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Richard Amador
Richard Amador@acuriocabinet·
Ultra High Net Worth Individuals (UHNWI) do own yachts for tax reasons, but not because they are a modern replacement for palaces. Most of the world runs residency-based taxation. As in, if you stay over 183 days somewhere you become a taxable base. The US is the outlier, as it taxes you regardless of where you live, based on citizenship. That difference produces two entirely distinct wealth architectures. European UHNWI have a structural incentive to stay mobile. Not being in one place too long is itself a tax strategy. Yachts happen to serve that lifestyle perfectly - flag-registered in favourable jurisdictions, moving between anchorages, never accumulating residency days (and benefiting from things like Cypriot 2 month stay non-dom status). The tax regime does not cause yacht ownership, but it makes yachts a remarkably efficient asset class for people whose wealth depends on being nowhere in particular. This is why European UHNWI do a yearly circuit - Wimbledon one week, Cannes another, the WEF, the Biennale. The social calendar is not separate from the tax strategy. They are the same thing. This also mirrors the itinerant courts of the past, where the aristocracy would move around from one part of the kingdom to another throughout the year, according to king's mood. American UHNWI face the opposite constraint. Citizenship-based taxation means mobility cannot solve the problem. So they optimise differently - dynasty trusts, LLCs, state domicile arbitrage. They are not less sophisticated. The same economic incentive just produces a completely different behavioural output when the underlying regime changes.
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John Adams Esquire@JohnAda80546126

@acuriocabinet It’s why they all own yachts

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Max Conradt
Max Conradt@max_conradt·
Deprecate your JSON RPC today!
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Max Conradt
Max Conradt@max_conradt·
Crypto traders launch new memecoins called "crypto" every week or two to figure out how they collectively feel about crypto
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Max Conradt
Max Conradt@max_conradt·
Billboard on the 101 into SF: Get paid or get the fuck out
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Max Conradt
Max Conradt@max_conradt·
Has anyone left Anthropic to OpenAI?
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Max Conradt
Max Conradt@max_conradt·
@willdepue Do you think that's why crypto prices have fallen? I think the answer is "no" and you shouldn't feel stupid for not betting on a move that hasn't happened yet. If this risk materializes, crypto will decline further.
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Max Conradt
Max Conradt@max_conradt·
We're currently living in a hyper-Girardian moment
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Max Conradt
Max Conradt@max_conradt·
In SF there are a few thousand people with >$10B in collective total compensation who are all building agent harnesses and productivity software for themselves right now. These are probably the easiest forms of software to build using AI.
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Max Conradt
Max Conradt@max_conradt·
How do you make a market here?
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Max Conradt
Max Conradt@max_conradt·
What the fuck
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Max Conradt
Max Conradt@max_conradt·
At >5x this might be a share class difference but people can make financial mistakes (like unknowingly buying SpaceX at $10T). First issuance was around $240 9 months ago, the rest has been at around $700 over the past 3-4 months, $5M total.
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Max Conradt
Max Conradt@max_conradt·
A lot of people on here really like levered beta
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Max Conradt
Max Conradt@max_conradt·
Time to get insured so I can take maximum risk
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KC Sivaramakrishnan
I should say that there is method to this madness. I want to make 0-to-OCaml take 0 steps. This includes doing things using OCaml's platform tools.
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KC Sivaramakrishnan
Yo dawg, I heard you like interpreters. So here's your OCaml program, running in a bytecode interpreter, running on an emulated x86 CPU, JIT-compiled to Wasm, running in your browser, JIT-compiled to run on your local machine.
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Max Conradt
Max Conradt@max_conradt·
The downtown headquarters of my hometown's newspaper is being converted into an AI data center
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Max Conradt
Max Conradt@max_conradt·
"Anthropic IPO" circa 2026
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