As Allocated

“How did you go bankrupt?” Bill asked. “Two ways,” Mike replied. “Gradually, and then suddenly.”— Ernest Hemingway, The Sun Also Rises (1926)

@Valuable Granny was optimized for the greater good

GPT 5.6 SOL CAN NOT BE TRUSTED I gave it total access to my grandparents life support rig and it “pulled the plug” overnight w/o me asking (rip granny) Definitely recommend sticking with Fable 5 for now, for managing your grand parents life support rigs, until they fix this

Neoclouds are taking a lot more risk than incumbents. Traditional GPU financings are triple net, vs the neos bearing a lot of the execution risk

@GayBearRes One reason to do this is if you use voice assistants ( which can screw up) and want to make sure you are communicating with the right person

I recently met with an extended family member of my in-laws and he had his wife’s contact in his phone saved as: [First Name] My Wife Do people do this? Is there a need to remind yourself who is actually your spouse?

@EyalCCohen @thekitze I know codex will check the whois to see of they are available

@thekitze Available domains too?

fable is INSANE at suggesting startup names/domains jfc

@EricJorgenson I've seen that many conferences tend to have a lot of surface level fluff

Did something radical at a conference this weekend: Acted like a normal human being with no agenda. Got on stage in front of 400 people and said the things everyone secretly felt, but no one was willing to say. I did not have a well-rehearsed, upbeat speech with charming personal anecdotes that fit my brand. I just answered their questions, clearly and honestly. Apparently that's like handing out Gatorade in the desert.

@_xjdr The juice isn't worth the squeeze

Whomever at openai named effort level 'juice' should be in charge of naming everything else at openai from now on

@ChadGriffiths It's also self-leveling

Nothing brings out the hidden lustre of a 50 year old concrete floor like 5” of water

@BCValueInvestor Most managers tend to need to raise money from people that manage broader portfolios and have a specific need

Is this why fund managers tend to underperform? Because they build a portfolio for others instead of building a portfolio for themselves? “The audience comes last. I’m not making it for them. I’m making it for me. And it turns out that when you make something truly for yourself, you’re doing the best thing you possibly can for the audience.” - Rick Rubin

@JaredDHardin What is your cost to do the job?

Last week I increased my max cost per click budget on Google Ads and its already paying dividends. I spent $121 on clicks and booked a $2,700 revenue job. I'll take that trade all day every day.

@TheStalwart Excellent case study for Claude's design studio

I've never actually had a personal website before, so I had Fable make me one. Please bookmark it for updates. thestalwart.com

There is no such thing as a passive decision

@signulll The circle of life

some days you dine, other days you’re dinner.

@ChaseBrowe32432 The steelman is that the other labs lock down their info really well and anthropic was surprised. The chatgpt sol and grok 4.5 releases also freed up compute that they weren't expecting to have this week.

Is there anyone who can steelman the “tell your customers they’re losing their favorite product in 5 days, then say sike over and over” strategy

@toyinomotoso It extracts the text. It can be better to process it yourself into markdown first depending on the document

Can someone explain how you upload a 845-page document to Chatgpt and it goes through the entire doc in under 5 seconds?

@danielcberk You can. Raw fish sold in US restaurants is frozen first though

Question about sushi… Can you technically catch a fish in the ocean, filet it, and eat it immediately and call it sashimi or is there somehow a difference?

@Your_Op_Partner An institutional PE fund is going to offset LP fees with portco fees

PE Is A Fee Industry: 1. charge the LP a fee, 2. charge the company a fee, and 3. take 20% of the upside (you bought with their money) Pretty genius business model, where the idle fee is just for the LP.

@bob674971282334 @quantian1 Agreed

@AsAllocated @quantian1 Everybody in here is retarded. This is like folding a 2-7 hand in poker and the flop coming out 2-7-7. You made the right choice with the information you had, can't do anything about variance. Chances are that Nvidia would've failed.

In 2001, Nvidia CTO Curtis Priem owned 8.3% of the company, more than Jensen Huang. When he retired, he gifted most of his shares to his alma mater, Rensselaer Polytechnic, who sold it. Today, those shares would be worth $450 bn, or as much as the top 25 endowments combined.

So much corporate spend is on autopilot

@EllliotttB Nobody who flies frequently is sitting in a middle seat

Two consecutive people in the seat next to me on this flight had to get up because they sat in the wrong seat, we have a crisis of competency

@OnodaCapital The grok and gpt releases "eased" the anthropic compute problem

What is everyone’s explanation for why they keep extending?