Robert King

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Robert King

Robert King

@robertqking

Investor | Avid reader | DFW Hoyas Board Member | ex-@Kirkland_Ellis | @YaleSOM @GeorgetownLaw @UTAustin

Dallas, TX Bergabung Nisan 2008
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Mr Neutral Man aka "Howard Marks of REITs”
Am I taking crazy pills or should the market be a little more worried about the SOH blockade? I guess the market is pricing in a quick deal. What am I missing?
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Robert King
Robert King@robertqking·
Makes sense…
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Robert King@robertqking·
@firstadopter It’s so weird how the Anthropic team deals with stuff like this — like degradation concerns (which were real!) last year. Contrast that with how OpenAI resets limits for every little inconvenience with codex. Switched last year and never looked back.
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tae kim
tae kim@firstadopter·
"mostly" Read the replies from Anthropic's customers. Yikes.
Thariq@trq212

@Hesamation boris responded to this in depth in the issue- it's mostly just that we stopped showing thinking summaries for latency (you can opt-in to showing it) which was affecting the thinking measurement in the post #issuecomment-4194007103" target="_blank" rel="nofollow noopener">github.com/anthropics/cla…

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Andrej Karpathy
Andrej Karpathy@karpathy·
Judging by my tl there is a growing gap in understanding of AI capability. The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code. But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along. So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions. TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.
staysaasy@staysaasy

The degree to which you are awed by AI is perfectly correlated with how much you use AI to code.

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Robert King
Robert King@robertqking·
@dasanil @achang1618 72 / 10 ~ 7 63 / 7 = 9 2 ^ 9 = 2 ^ 5 * 2 ^ 4 2 ^ 5 = 32 & 2 ^4 = 16 32 * 16 = 30 * 16 + 2 * 16 = 480 + 32 = 512 Alternatively, if you are a computer nerd, you probably already knew 2 ^ 10 = 1,024, so just divide by 2.
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Anil Das
Anil Das@dasanil·
@achang1618 Well, a few seconds. Also, I’m a software engineer. Knowing powers of two is built in.
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Anil Das
Anil Das@dasanil·
Random dude I met at golf is talking investments. A second dude is 63, so the investment guy goes, “if your parents had invested a dollar when you were born and it grew at 10% annually, it would now be …” and pauses to think. I say immediately, “about $500”.
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Trung Phan
Trung Phan@TrungTPhan·
Andy Weir describing how he wrote The Martian and film got made is very entertaining. He said, “I wanted to make sure dorks like me would enjoy it, so made it as scientifically accurate as possible” Here the play-by-play: ▫️started writing full time in 1999 after getting fired from AOL (which had just merged with Netscape) ▫️he was a programmer and had a ton of stock options…because he was fired, had 6 months to excercise them and sold at AOL’s peak before bubble popped ▫️spent 3 years on book ideas that got “no traction” (and no agent wanted to sign him) ▫️went back to work as software engineer and wrote online as a hobby (webcomics, short stories, serials) ▫️The Martian was one of three serials he was working on 2009 (other one was about alien invading earth, another about a mermaid in 19th century New England) ▫️sent stories to a mailing list of 3,000 readers he had built up over a decade ▫️took 3 years to write The Martian, “posting a chapter at a time [every] 2 months” or so ▫️ “spent more time researching than writing, because researching was more fun than writing” (very relatable) ▫️readers corrected him along the way and when he was done, a bunch of them asked if he could make a Kindle version because reading it on his website sucked ▫️Weir didn’t want to charge because was making solid living as programmer…but Kindle has minimum of $0.99 ▫️all his fans started buying the Kindle book and leaving positive reviews ▫️this “sales spike” pushed book up charts and hit bestseller lists and just snowballed after that on Amazon ▫️within a short span, major book publisher reached out…then Matt Damon expressed interest on a film project…then Ridley Scott threw his hat in the ring ▫️Weir negotiated these deals while “debugging code” on his day job Described the process as “one of those things where everything just snuck up, bit by bit” before boooooooooom!! Film came out in 2015: made $630m on $105m budget (and Project Hail Mary might pass that now). *** Link to vid (2017): youtu.be/EXD3b6OLtsg?si…
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Zack Stentz@MuseZack

Weir is exactly the kind of tech-obsessed, vaguely libertarian nerd who used to be an SF mainstay but science fiction publishing at some point decided they wanted to move beyond. But it turns out there's still an enormous audience for his brand of problem-solving techno optimism.

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Tibo
Tibo@thsottiaux·
Announcing Codex. A new product from OpenAI that moves beyond coding, into cooking. We were already cooking before, but now *you* can cook too ... with Codex. It is powered by the same technology as our other Codex products. You can just cook things.
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Plan Maestro
Plan Maestro@PlanMaestro·
If the best and the brightest era ended with Vietnam, Then the worst and the dumbest era ended with …
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Robert King
Robert King@robertqking·
@P_Remarks That’s also the valuation range for what the share grant is worth.
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
No man has ever tried so hard, repeatedly but unintentionally, to destroy the American economy The fact that he hasn’t succeeded yet is a testament to its resilience
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Trung Phan
Trung Phan@TrungTPhan·
Costco CEO Ron Vachris did the “CEO eats his own product” challenge by destroying a hot dog (and confirms the Costco hot dog combo is staying at $1.50 forever). Legend.
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am.will
am.will@LLMJunky·
i desperately need tibo to do something about this. 38% left for six days on a $200 Pro account 😭 ngmi
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