@KobeissiLetter Iran started collecting fees
It's in a stronger position compared to before if war ends right away
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Aayush
2K posts
Aayush
@CausalMarkets
Tech, business & philosophy
Singapore Katılım Eylül 2022
656 Takip Edilen243 Takipçiler
BREAKING: The IRGC is now charging tolls, with rates starting at $1 per barrel of oil, on ships passing through the Strait of Hormuz, paid in Chinese Yuan or stablecoins, per Bloomberg.
The process includes:
1. To pass, ship operators must first contact an intermediary company linked to the IRGC
2. They then provide their vessel’s ownership, flag, the cargo manifest, destination, crew list, and transponder information
3. The intermediary then passes the file onto the IRGC Navy’s Hormozgan Provincial Command for background checks to ensure no link to the US or Israel
4. Iran has a ranking system of 1 to 5 for nations, with ships from countries that are seen as friendly more likely to get better terms
Once the toll is paid, the IRGC issues a permit code and route instructions for the ship to pass.
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There's no such questions that are asked
I know people say such stuff for engagement but that's fine
Don't outsource your critical thinking to AI and influencers
Codie Sanchez@Codie_Sanchez
The SINGLE most important interview question in 2026 (regardless of role): “What are you currently building with AI?” If they answer “nothing”? Wish them luck.
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@kingofknowwhere A lot of people(a lot of women as well) in STEM are insufferable
Zero Empathy
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Legacy product hires are a different league. Someone who got into Google IBM or Oracle in 2005 or 2006 is probably very very smart. These people then democratized tech and made it accessible for people from all walks of life, and genders/ communities. Then these kids came......
Kritika kumari@kritikatwtss
I received a full-time offer from Oracle in 2022, which I ultimately declined. I believed that accepting the PPO offer from Hotstar would provide me with greater opportunities for growth. When I discussed my decision with my supposed be manager at Oracle, I was surprised by the question of why I preferred Hotstar over Oracle; I thought, 'Why is that even a question?' Anyways, I am pleased that I chose not to join Oracle.
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@GergelyOrosz Would change that
Though Aayush is my original name
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This Delve story is going from “very bad” to “beyond very bad.”
Apparently Delve’s founders were so shameless that they
1. Charged a fellow YC company (Sim) their full free for “auditing” (that turned out to be fake)
2. Then ripped off Sim’s IP, and sold it to customers for $$
Ryan@ohryansbelt
Delve, the YC-backed compliance startup that allegedly faked hundreds of SOC 2 and ISO 27001 audits, is now accused of stealing a fellow YC company's IP. According to Part 2 of DeepDelver's Substack series, Delve took SimStudio's code, removed attribution, rebranded it "Pathways," and started closing $50k-$200k+ enterprise deals with it while telling Sim's founders the ROI wasn't there for a partnership. Here's the breakdown: > Sim (YC X25) signed on as a Delve compliance client for $15k covering SOC 2 Type 1, Type 2, and HIPAA. CEO Karun Kaushik personally promised to handle onboarding > During that same April 2025 sales call, Karun posted a SimStudio link internally with the note "ui inspo for pathways" > Linear tickets referencing "sim studio" under the Pathways project started appearing that same month. An internal Notion doc titled "Sim Studio Port Plan" lists specific folders to copy, including blocks, components, the executor, tools, handlers, and database schema Delve's production code still contains SimStudio references and docs[.]simstudio[.]ai URLs > When Sim's CEO @Emkara tried to sell Delve a licensing deal, Karun said it didn't have "high enough ROI rn" and stopped responding > Sim had no idea Delve was selling their product as Pathways until DeepDelver's Part 1 article. Emir confirmed over email that no white-label or attribution agreement existed > Leaked pitch decks show Delve selling Pathways to Brex, Anthropic, Gusto, and Notion. The Notion deal was $50k+ > The Brex deck promises Pathways will make their GRC team "AI native" and includes a 50%+ partnership discount > The Anthropic deck, dated January 9, 2025, proposes a 1-2 week PoC with named Delve staff building custom Pathways workflows > Delve outsourced Pathways maintenance to a dev shop in Bangladesh > Sim's open source license required attribution. Delve removed it, told clients they "built it from the ground up," and did not disclose Sim's code during Series A due diligence
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I received a full-time offer from Oracle in 2022, which I ultimately declined.
I believed that accepting the PPO offer from Hotstar would provide me with greater opportunities for growth.
When I discussed my decision with my supposed be manager at Oracle, I was surprised by the question of why I preferred Hotstar over Oracle; I thought, 'Why is that even a question?'
Anyways, I am pleased that I chose not to join Oracle.
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Having watched many people leave finance for jobs at startups and other corporates, there is usually one of 2 ways this typically goes
> you realize that most corporate jobs suck anyway. You can’t find enough things to fill your time after the regular 9-5. You get bored out of your mind and decide that you might as well work a job that can pay you the most. These folks usually go back into finance through an MBA, or join an intense startup that has the same hours in hope for a solid equity payout
> you find hobbies to fill out your time. Focus shifts to personal relationships with friends and family. Doing banking made you realize that no amount of money is worth your time or health. At the end of the day, a job is simply a job. You set a number in your mind at which you plan on retiring and just traveling the world for fun
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Holy smokes! Opus 4.6 set a new record on the Remote Labor Index!
At 4.17%.
Anyone who claims that we are close to AGI is either lying or lost.
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@drishtadyumn It's not hard cash
35 B is contingent from Amazon
Nvidia is coming with GPU and tranches
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$122 Billion hard cash 😭😭😭
Only seen these numbers for valuations, this is new
my brain can't comprehend a bank account with such money 😭😭😭
OpenAI@OpenAI
Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to lead at scale. openai.com/index/accelera…
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@BoringBiz_ Backward thinking
Google is worth way more without ever replacing a substantial portion of labour force but in turn creating abundant amounts of value
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You can only justify a valuation like this if you truly believe that your platform will replace a certain portion of the labor force
The multiple on profitability is absolutely insane, even if you factor out capex on new models
Amazon, Softbank and NVIDIA are voting with their dollars that AI will replace labor. Do with that information what you will
zerohedge@zerohedge
*OPENAI VALUED AT $852 BILLION AFTER CLOSING $122 BILLION ROUND
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They gonna scale more compute or what?
OpenAI@OpenAI
Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to lead at scale. openai.com/index/accelera…
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@edzitron @mil0theminer Just asking does the money softbank committed is debt pledged on its shares in ARM
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@mil0theminer also $35bn from amazon hasn't actually crossed, and Softbank paying in 3 $10bn chunks
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🚨OpenAI just raised $122 billion. the largest funding round in silicon valley’s history.
now at $852 billion valuation.
> amazon put in $50B
> nvidia $30B
> softbank $30B.
a single company just raised more money than most third world countries spend in a year. combined.
Polymarket@Polymarket
BREAKING: OpenAI has closed its funding round at a post-money valuation of $852,000,000,000.00
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Alright so my CPA just finished up my taxes for 2025.
I'm gonna give all the same files/documents to Claude Code Opus 4.6 1M thinking: MAX and see if it comes up with the same amount.
Reporting back shortly.
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@dylan522p @stalkermustang @SemiAnalysis_ Can you explain what the inference margin be at the top of your head in case of Anthropic on a API bill of 100$
Just learning
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Every now and then I read Ed's blog to have some good laugh. For example, the whole premise of his last blog is that inference is not profitable. Why?
Here's the argument:
Cc @dylan522p @SemiAnalysis_ do you laugh there with me?
Ed Zitron@edzitron
Free newsletter: The Subprime AI Crisis is here. I explore the disturbing parallels between the run-up to the global financial crisis and the heavily-subsidized AI bubble, and how Anthropic and OpenAI's rush to IPO accelerates the crisis further. wheresyoured.at/the-subprime-a…
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@shiri_shh I am not able to try out any product without a demo call
Is this expected ?
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babe wake up.
An Al that can build and scale companies just dropped.
Marik Hazan@MarikHazan
We just rebuilt every startup in @ycombinator's latest demo day batch. Here's what our agentic "founders" pulled off and what it means for the future of startups. Fully useable products at the bottom of the thread below 🤖🧨
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@Dr_Singularity Can you please explain how the economy would run beyond that and whether the govt would allow it and it assumes AI gets there (will it ?) AI is distributed in orgs well(will it cost economical?)
Finally will the govt just sit back and relax?
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A huge AI tsunami is coming. It’s already very close.
Tens of millions of people will lose their jobs in the next few years.
Companies will have no choice, they will be forced to do it or be eaten by more efficient (thanks to AI) competitors.
First Squawk@FirstSquawk
Oracle is firing 30,000 employees, early morning layoff emails have started arriving
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