Curious Soul

Unpopular opinion Nick Diaz needs to retire. He is great fighter but time has come. Age is something that needs respect 🫡

@neet_sol Who the fuck will provide money for travel and food. You?

When life gives you lemons quit your job and travel across the world

@neet_sol Are their bosses from south east Asia or Indian?

There are 45 year olds being micro managed for 8 hours at work everyday

All those people are crying after Labor budget in Australia who are already rich. I believe the budget is good and addresses the unfair problems

@AvidCommentator Made with AI

This is Emily (hypothetical). She is 22 years old and works part time at a supermarket while at uni, she is very frugal and puts most of her pay into index fund ETF's. When she sells those she will be slugged at 30% minimum capital gains tax, despite being a low income earner.

Most engineering managers don’t manage engineering. They manage anxiety: endless standups, status reports, sprint rituals, velocity charts. A theater of control designed to compensate for the fact that nobody actually understands the system anymore.

The corporate life requires an ass licking skillset that I was not born with

For everything we’ve seen about agents so far, it’s clear that they will make it far easier for people to get into previously extremely complicated fields. That will most certainly mean far more people will build software, explore creative work, research spaces they couldn’t do before, and so on. Yet, equally, we’ve seen that people with experience in every one of those fields have a huge edge with the right judgment and historical context to leverage these tools in ways that exceed the output of the novices (if they choose to). They know when the agents are making catastrophic mistakes, can give the agents the right context to do the job better than they otherwise would have, and so on. The combination of these two facts essentially means that we will continue to get the same lift as we’ve seen in any other technological revolution. More democratization, but similarly greater output from the experts. This then makes the experts continue to be in higher demand because over time our expectation for what we can get out of any field will just go up. This is going to be true in essentially every important field. You’ll trust a lawyer using an agent for legal advice over someone who’s never had to experience how well a contract holds up. You’ll trust an engineer developing and running software over someone who’s never seen a production system. You’ll rely on the important instincts of a designer using agents over the average prompter. The quality and volume of output we expect from these functions will certainly go up meaningfully, but the person with experience will always have a leg up, which is why the jobs don’t go away.

Now stock is definitely worth considering as it will be used to contextualise AI

Good post on OpenAI's security controls around Codex: Sandboxing, approvals, limited network access, OAuth for CLI/MCP, dangerous shell commands blocked, OpenTelemetry log exports for prompts, tools, MCP usage, etc. centralized in SIEM.

Top large/liquid names with high insider ownership 1. GOOGL / GOOG — Alphabet • Insider ownership: ~52–58% • Mega-cap founder-controlled tech. • Quality business, but insider control mainly reflects voting/class structure. 2. WMT — Walmart • Insider ownership: ~45% • Walton family ownership. • Defensive compounder, expensive valuation at current P/E. 3. BRK-B — Berkshire Hathaway • Insider ownership: ~36% • Long-term aligned ownership culture. • Lower valuation risk than many names here. 4. ORCL — Oracle • Insider ownership: ~40% • Larry Ellison exposure. • Strong AI/cloud narrative, but valuation now needs care. 5. TMUS — T-Mobile US • Insider ownership: ~55% • High strategic-holder exposure. • Stable telecom cashflow, but lower growth profile. 6. DELL — Dell Technologies • Insider ownership: ~54% • Michael Dell-controlled exposure. • AI/server upside, but cyclical hardware risk. 7. SCCO — Southern Copper • Insider ownership: ~90% • Very high controlling-shareholder exposure. • Copper leverage, but commodity-cycle risk. 8. BX — Blackstone • Insider ownership: ~40% • Founder/management-aligned asset manager. • Sensitive to rates, real estate, fund flows. 9. HCA — HCA Healthcare • Insider ownership: ~32% • Large healthcare operator. • Reasonable P/E, but regulatory/labour cost risk. 10. ABNB — Airbnb • Insider ownership >30% • Founder-led marketplace. • Asset-light, but regulatory and valuation risk. Other notable high-insider names • BAM — Brookfield Asset Management • EPD — Enterprise Products Partners • CRWV — CoreWeave • RSG — Republic Services • IMO — Imperial Oil • MPLX — MPLX LP • FANG — Diamondback Energy • FER — Ferrovial • MDLN — Medline • RKT — Rocket Companies • CCEP — Coca-Cola Europacific Partners • GFS — GlobalFoundries • TRI — Thomson Reuters • LYV — Live Nation • VIK — Viking Holdings • SATS — EchoStar • ESLT — Elbit Systems • LVS — Las Vegas Sands • HEI — HEICO Best quality / worth deeper work: • GOOGL/GOOG • BRK-B • ORCL • RSG • HEI • TRI • BAM • ABNB Higher-risk / verify carefully: • CRWV — hot AI infra name, valuation/volatility risk • RKT — mortgage cycle risk • SCCO / FANG / IMO / MPLX / EPD — commodity/energy cycle exposure • SATS — balance sheet / telecom complexity • LVS / LYV / VIK — consumer/travel cyclicality

It should be only for high risk activities. I wouldn’t give 100% trust to agents. I think autonomy should be there for the activities that are day to day but anything unusual or high risk should be human loop. Having visibility is one thing but doing something about is something else

Mandatory human-in-the-loop is a cybersecurity cop-out. People are giving agents more and more autonomy. We need solutions that accept that world because there is no stopping it. It's like telling people in the 90s to not use the internet to avoid getting hacked. Good luck.

Meta and Tesla have an advantage with the data that is getting captured through their cameras and lens. Its lot of free data for them to use. These mfs gonna be big.

@infosec_fox Companies less than 1% have true network segmentation

Dear cybersecurity professionals, what truth do we need to know about your industry ?

With current frontier model. What is stopping from reverse engineering crowdstrike binary, platform etc, and making a replica of it. Similar for other security vendors.

Browser and computer use feature in ai is enough to automate lot of jobs. Man it is coming!!!

@gdb Ain’t we fucked because of chronicle feature? It is basically gonna create a replica of how we do our job. Companies gonna exploit that.

a great codex tutorial:

@gdb Cheap labour

productive happy hour with a number of openai engineering managers today

@iAnonPatriot It is out of the world. I had the same vibe there. Gold Coast is overrated in my opinion

I’m now in Cairns, Australia. This place is absolutely amazing