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basilp

@_basilp

temperature 0.6, top_p 0.8

Inscrit le Mayıs 2021
2.6K Abonnements4.4K Abonnés
basilp
basilp@_basilp·
@DrCamRx Of course eating right is important, but a lot of disease is a calorie excess and the effectiveness of GLP-1s at treating variety of other metabolic symptoms is a testament to that.
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Dr. Cameron Maximus🤴🏻 🥷🏻 🧙🏻‍♂️ 🤵‍♂️
Unpopular Opinion: I'm the biggest advocate of GLP-1s, but I think they're used wrong. They're originally diabetes drugs, their magic is in reversing insulin resistance, yet they're overused for crushing appetite (hell, smoking does that). You still need to learn to eat right…
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Ed Zitron
Ed Zitron@edzitron·
Oh hey look it’s exactly what I said back in December 2025 wheresyoured.at/nvidia-isnt-en…
Ed Zitron tweet mediaEd Zitron tweet media
Bull Theory@BullTheoryio

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers. Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake. He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing. Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor. Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale. Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models. But here is what Burry is flagging. Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory. They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies. Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle. Now here is where American retirees enter the picture. Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit. Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene. Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans. When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center. The numbers inside Athene are most alarming. Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight. Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets. Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth. The leverage sitting on top of those unpriced assets is 16 times. Burry's says: Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing. - Nvidia books the revenue. - Apollo collects the fees. - xAI gets the computing power. - And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

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bivenator
bivenator@MyScottbivens66·
@elonmusk Reuters just told me it was jubilant supporters.
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Elon Musk
Elon Musk@elonmusk·
Problems in Paris
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basilp
basilp@_basilp·
@KatieMiller so you clearly don't know how LLMs work..
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Katie Miller
Katie Miller@KatieMiller·
ChatGPT says Charlie Kirk wasn’t assassinated.
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basilp
basilp@_basilp·
@alexisohanian @shaunmmaguire Not about fluency at all. The reason the Dems don’t like AI, is because they don’t like the tech bros and especially their support of Trump.
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Alexis Ohanian 🗽
Alexis Ohanian 🗽@alexisohanian·
@shaunmmaguire Agree and I'm absolutely spending more time in DC around this issue. And I agree that Dems are way behind - we can't afford to have only one party be fluent in the issue and why it's so important USA wins.
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Shaun Maguire
Shaun Maguire@shaunmmaguire·
To everyone in tech AI policy should be one of your top issues And on this issue, the Republicans are vastly better than the Democrats
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James Talarico
James Talarico@jamestalarico·
#AhmaudArbery is the latest American killed by the virus of racism. The virus kills our black neighbors if they’re jogging, playing music, sitting in church, selling CDs, or carrying a bag of Skittles...
James Talarico tweet media
Texas, USA 🇺🇸 English
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Bayern & Germany
Bayern & Germany@iMiaSanMia·
Marcus Thuram imitating Michael Olise in France training 🇫🇷
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basilp
basilp@_basilp·
@NMowbray23 think about a number you just made up?
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NickMowbray
NickMowbray@NMowbray23·
85% of the left in NZ have never worked in the private sector. Think about that.....
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Tibo
Tibo@thsottiaux·
@giordanorandone @OpenAI Nah. The only thing that caught us off guard was a bug we discovered last minute. And we decided to not ship the said bug.
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Giordano Randone
Giordano Randone@giordanorandone·
I am relatively sure that @OpenAI was caught off guard by Anthropic today and postponed the release unexpectedly. I cannot really explain it any other way, given how damn quiet it was, even though every Codex Thursday usually comes with announcements, even if they are only small ones. Today, there were a few small updates mentioned on the website, but they were not even properly announced on X. And when you also consider that there was vagueposting by OpenAI staff just yesterday, everything points in that direction for me. Are you guys disappointed, or do you think it is better this way?
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Colin Hudson
Colin Hudson@RealColinHudson·
@NASASpaceflight Not to politicize this but ever far left wing loony tune whose been ripping SpaceX because they don’t like Elon’s politics can sit the fuck down.
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basilp
basilp@_basilp·
@agingroy @ArtemyShumskiy Why is there not an accelerated path for patients still dying from these cancers. 6 years is a long time.
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Avi Roy
Avi Roy@agingroy·
@ArtemyShumskiy It is. But that BioNTech pancreatic data gives hope. 7 of 8 vaccine responders alive at 6 years, in a cancer that kills 87% within five. We're watching the first real proof that neoantigen vaccines can hold for years, not months.
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Avi Roy
Avi Roy@agingroy·
Five cancers that used to be death sentences. Pancreatic. Glioblastoma. Triple-negative breast. Renal. Melanoma. The median survival for metastatic pancreatic cancer is still 6 months. Glioblastoma, 15 months. Now personalized mRNA vaccines are producing complete remissions in some of these patients. Not responses. Remissions. BioNTech’s pancreatic cancer vaccine has 6-year follow-up data. 8 of 16 patients who mounted an immune response are still alive. For a cancer that kills 95% of patients within 5 years, that's incredible. Topol’s pyramid here maps the trajectory. From broad checkpoint inhibitors at the base to personalized neoantigen vaccines at the peak. The technology is climbing.
Eric Topol@EricTopol

The ramp up of cancer immunotherapy is remarkable. Now we're seeing vaccines achieve some cures or remissions in the most refractory cancers: pancreatic, melanoma, glioblastoma, renal, triple-negative breast cancer. ✓ out the new Ground Truths (link in profile)

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basilp
basilp@_basilp·
@Austen (And Google owns about 15% of Anthropic)
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Austen Allred
Austen Allred@Austen·
Kind of crazy for Anthropic to be approaching $1 Trillion valuations when all of Google (including search, cloud, Android and by the way Gemini), is pulling in $425 Billion in annual revenue and is only worth $4.7 Trillion
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basilp
basilp@_basilp·
@AWar1586398 @dwlz Even if you’re eventually right about a bubble in the long term you can get wrecked by shorting against it. Since no one knows when a bubble will pop.
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basilp
basilp@_basilp·
@AWar1586398 @dwlz As anyone with a clue knows the market can stay irrational much longer than u can stay solvent.
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Dan Loewenherz
AI is massively overhyped. There's no way these valuations prove out. Problem is that I have no idea how to position myself. Equities have run up so quickly that volatility premium is insane. You can't short this stuff unless you're willing to go bankrupt. What is the move?
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basilp
basilp@_basilp·
@_PXLWorld_ @dwlz Even if it’s useful what happens if DeepSeek/(random open source model) catches up in 2 years and has token prices 1/10th or 1/100th of Anthropic/OpenAI how do they survive that?
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Julian Fitzpatrick
Julian Fitzpatrick@_PXLWorld_·
@dwlz How can you think it’s over hyped then , you must see the value ?
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Martin Shkreli
Martin Shkreli@MartinShkreli·
@agtrader im sure if you were closer to the situation it would make a little more sense for you. but you focus on other things and other circles, thankfully.
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Bennett Haselton
Bennett Haselton@bennetthaselton·
@pmarca A bit on the nose, yes, but shouldn’t one be more concerned about what the actual President does and says, rather than a rando audiobook writer? Trump called Somali immigrants “garbage” among about 10 million other things.
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basilp
basilp@_basilp·
@ihtesham2005 Sounds to me like she needs to test if it’s just standing and not the walking. Tons of anecdotal evidence of ideas coming through while just standing in the shower.
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Ihtesham Ali
Ihtesham Ali@ihtesham2005·
A Stanford psychologist spent 4 years proving that the simple act of walking generates 60% more creative ideas than sitting, and the experiment she designed to kill every alternative explanation is one of the most decisive findings in modern psychology. Her name is Marily Oppezzo. She got the idea for the study while walking with her advisor at Stanford to discuss her thesis topic, and the paper she eventually published in the Journal of Experimental Psychology in 2014 is sharp enough that it should have ended the seated meeting on the day it came out. She ran 4 experiments on 176 people. Same person tested twice. Once sitting, once walking. The creativity tasks were the standard ones psychologists have used for decades to measure how good a brain is at generating novel useful ideas. The result was almost too clean to publish. 81% of participants in the first experiment produced more creative ideas while walking than while sitting. In the second experiment, 88%. In the third, 100%. Every single person walked into a more creative version of themselves. On average, people generated 60% more novel useful ideas the moment their legs started moving. The skeptical question is the obvious one. Maybe it was the fresh air. Maybe it was the scenery passing by. Maybe it was the change of environment doing the work, not the walking itself. Oppezzo killed every one of those explanations with one experimental decision. She put people on a treadmill facing a blank wall. No scenery. No fresh air. No environmental change. Just legs moving in place while staring at white drywall. The 60% boost held. Then she ran the experiment that closed the case completely. She took participants outside in two conditions. Half of them walked through a Stanford courtyard. The other half were pushed through the exact same courtyard in a wheelchair. Same outdoor stimulation. Same scenery passing at the same speed. The only difference was whether the legs were moving. The walkers produced dramatically more novel high-quality ideas than the wheelchair group. The outdoors did almost nothing on its own. The walking did everything. This is the part of the study that hit hardest when I read it the first time. She also tested the opposite kind of thinking. Convergent thinking. The kind where there is one right answer and you have to narrow down to it. Word puzzles where 3 words share a hidden fourth word that connects them. The seated participants did slightly better on these. Walkers got slightly worse. Walking is not a general intelligence enhancer. It does one specific thing. It opens up the divergent search inside your brain. The part that generates options. The part that produces unexpected connections. The part that takes a problem and finds five ways into it instead of one. When you need to converge on the single right answer, sit down. When you need to find the answer in the first place, get up. The mechanism is now well understood. Walking selectively activates what neuroscientists call the default mode network, the system inside your brain that runs when you are not consciously focused on anything. The DMN is where mind-wandering happens. Where memories cross-reference each other. Where ideas that have been sitting in separate folders inside your head finally bump into each other. When you sit at a desk and force yourself to concentrate, you suppress the DMN. When you walk at a natural pace, the executive part of your brain gets just busy enough handling the walking that the DMN comes online and starts doing the work that focus was blocking. The most useful finding in the entire paper is the one almost nobody quotes. The boost did not turn off the moment people stopped walking. Participants who walked first and then sat back down stayed elevated. Their next round of seated creativity work was still significantly better than people who had been sitting the whole time. The rest lingered for at least several minutes after the legs stopped moving. You do not need to do creative work while walking. You need to walk before the creative work. The brain holds the state. The history of this is the part that should haunt anyone who still does meetings in chairs. Charles Darwin built a gravel loop behind his house in Kent called the Sandwalk and walked it 3 times a day for the rest of his life. The theory of evolution was developed one lap at a time on that path. Nietzsche walked up to 10 hours a day during the years he wrote his most important books and openly said the work was conceived on his feet. Beethoven composed for the morning and walked for 5 hours every afternoon with a pencil in his pocket for when something landed. Kahneman said the best thinking of his Nobel Prize-winning career happened on leisurely walks with Amos Tversky. Steve Jobs refused to take important conversations sitting down. He held them on foot. Every one of them was using the system Oppezzo would not measure until 2014. They just did not know what to call it. The question worth sitting with is the one almost nobody asks. Every meeting you have ever attended sitting around a table was a meeting held at a fraction of the brain power that was actually available to the people in the room. Every brainstorm that got stuck inside a conference room. Every problem you tried to solve at a desk and gave up on. Every idea you could not quite get to. The intervention is the easiest one in modern science. No supplement. No app. No subscription. No training program. Just a pair of legs and 15 minutes. The Stanford lab proved it. The philosophers knew it. The neuroscience explains it. And almost everyone reading this is still trying to think their way out of problems sitting completely still.
Ihtesham Ali tweet media
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