Dr Darling

havent seen one person from OAI or Ant address Jon's argument here. the point is simple: the USG does not owe either of the large labs a business model. if the economics of selling tokens don't work due to distillation/cheap clones/Chinese AI magick, the American enterprise and consumer will be A-OK. they will benefit from hyperdeflation in the cost of digital cognition just like everyone else. the hyperscalers will be fine. it's just OAI and Ant that won't be – in their current forms at least. if they are willing to adapt, they can develop new business models. so what if the token merchants don't do well? the neoclouds will be fine. the internet companies will be fine. the consumer gets cheaper queries. the enterprise will still incorporate AI. the only world in which this isn't fine, is if you hold a quasi-religious belief that we're on the cusp of a kind of AI rapture in which one of the labs Logs On And Wins Forever, namely hits RSI and we enter some kind of sublime post economic society run by GEOTUS Dario. so to accept that Ant's business model might be suboptimal or impaired by China's commoditization is to accept the unacceptable; namely that someone other than the anointed might kick off the runaway feedback loop and that they, instead might log on and win forever. this appears to explain the discrepancy in reaction to Deepseek Moment v254 Kimi edition. everyone has bag bias, of course. but leaving that aside, most people think it's pretty much ok if Ant and OAI suffer margin compression due to Chinese distillation / industrial sabotage via open weight models. the American economy is not reliant on those two firms. they could blink out of existence and we would pretty much be ok. the AI capex supercycle will still produce tokens, closed weight or not. American firms will consume those tokens. OAI and Ant would probably still scratch a living, due to the latent preference of some token consumers to buy domestic and face off against a known entity. this is only unacceptable if you think AI is strongly path dependent; that is, if it really matters who the market leader is when AI reaches a breakout level of capability. this is true both in the good case (superintelligence, singularity, etc) and the bad case (this is the essence of safetyism). but if this sounds more like wishcasting than forecasting, you probably don't mind the labs being pressured economically. now you can clearly tell which side I'm on. I think AI is a fantastic technology which is hyperdeflating the cost of cognition and will fundamentally reshape society but there are real reasons why it wont diffuse as fast as the AGI people think it well. I would prefer an American firm achieve RSI relative to a Chinese one but I think either outcome would be suboptimal; better that we don't end up with a closed oligopoly composed of Ant/OAI. China by crushing the margins of the labs is doing everyone a favor by eliminating their pricing power and empowering the buyers of AI, namely, everyone. objections: -but you can't celebrate America losing to China! - in my opinion this is a minor victory for China but not necessarily an enduring one. USA still has the chip, datacenter, and neocloud advantage, not to mention, it still has the best frontier models. Chinese labs releasing open weight models have no business model of their own. so even if they hurt the US labs, they have nothing to show for it. it's profoundly unlike their successful dumping campaigns with solar panels, batteries, drones, etc where they eventually built big domestic industries. (if China kills American AI with open weight models, we can even the score the moment they try and release a proprietary model). even if open weights win, the USA can still leverage AI extremely well and potentally retain the aggregate compute advantage. yes, the US would be more assured of victory if OAI or Ant won forever, but I don't know if I want to live in that world. - no one will ever train a model again - this is where I think the concern is unwarranted. let's say distillation really is a golden bullet and kills big training runs. that doesn't advantage either China or the US. that's a stalemate. not to mention, the trend seems to be less focusing less on massive pretraining budgets and more on finetuning for specific genres of tasks, thinking machines style. and lastly I find it hard to believe that training runs will stop altogether. the labs can probably develop anti-distillation techniques. you could adopt a whitelist style permission for everyone using your model. different consortia could be put together to share in the cost of training a model, if it is seen as too expensive for an individual firm. - the AI buildout is path dependent and OAI/Ant are now load bearing GDP infrastructure - it would be a significant setback for investors if they had to cancel their IPOs and suffered big markdowns, and some neoclouds with lab based RPOs would suffer for a while, but everyone would be fine, really. does Microsoft need OAI or Ant? does Meta? does Google? ordinary Americans have ~no exposure to either OAI or Ant. would the world want any less compute if it turns out to be another order of magnitude cheaper? certainly not. as we all know at this point, consumption would go up. I don't think the economy is so dependent on the labs that it couldn't handle their margins compressing.

@metacontrarian New tech tree opened

No one yet fully understands what happened in the 20th century.

@TheCarsonHolmes @MadridXtra

@MadridXtra What do y’all expect they just lost a player to a red card and then cucurella commits a red card offense. That would have evened the teams

Messi telling the referee Cucurella covered his mouth after Enzo’s red card.

@PaulSkallas If you count referees as teammates

@Bratt_world @angertab @SanUvacha @CENTCOM Ancestor wisdom

@angertab @SanUvacha @CENTCOM Probably because the US keeps firing on hospitals. They are defending their defenceless. Stop being weird.

Hey @CENTCOM, you guys might want to check on this. Possible launcher located next to the Apadana Hospital, Ahvaz, Iran. Lat/Long: 31°20'16.51"N 48°38'16.54"E Slop matches the image, 20+ meters of vegetation long. Red and Blue writing seen from a 01/26 satellite image. Located directly across the street from Iran's Ahvaz Armored Brigade. Happy Hunting

Argentina just beat Spain at the 2026 World Cup final, 3-2.

@dystopiangf Wait, you think a form of islam can rise that will share ANY power with feminist women?

This is a great example that illustrates how the left’s love for Islam actually makes perfect sense. Many don’t realize this, but Islam is incredibly longhoused. Some of its most brutal enforcers are middle aged mothers and aunties; hijab is both the ultimate act of female intrasexual competition - flattening the beauty hierarchy - as well as a tool for the neutralization of male sexuality. You can see how this perfectly serves the goals of women on the left, who want to exert unilateral control over relations between the sexes at best or even end heterosexuality at worst. The uglification of women in popular media is a form of hijab, hiding male-enticing beauty away “for women’s protection” and punishing male sexual attraction. These illiberal photo guidelines that feel like they’re from a conservative country are another example of the left’s adoption of virtual hijab as a tool for female sociopolitical dominance. You might think, “Doesn’t this contradict the sexual vulgarity & immodesty promoted by the left in the West?” Superficially, it might seem that way, but the popular left’s love of prostitution is/was a stepping stone in the transition from liberal hedonistic democracy to asexual authoritarian regime. They were seeking to “desexualize” the female body through exposure (while also exerting control over the male psyche: just because a woman is scantily clad in public doesn’t mean you have permission to think demonic sexual thoughts about her!). The argument of topless feminists in France is that boobs should evoke zero sexual feelings; they’re just a body part. The argument of OnlyFans feminists is that their body is a tool for extracting resources from men. None of this actually has to do with the promotion of sexual freedom. It’s all a game of flattening the SMV of women while exerting power over men through sexuality, and the tides are naturally shifting towards female-enforced asexuality (rather than female-enforced promiscuity). This is clear in the rhetoric of online Western feminists, who post more and more frequently about how scared they are of sex, how they avoid it (occasionally by going as far as to transition into men themselves). In this view, a feminist hijabi is completely rational, and perhaps even the perfected manifestation of an anti-male ideology. Do not think that the rise of Islam in the West will mean the return of the patriarchy. No, it will mutate with our broken gender relations to form a novel, putrid mixture of sexual communism and repression. The future is asexual hijabis, finger wagging you to death

@ravengod_x @daniel_bmn @zcabrams Do you even drink? Are you even older? This is tits feel like sand levels of cope

@daniel_bmn @zcabrams If you’re older, your hangover will be 80% of max at three drinks so you may as well hit it hard when you do.

derek thompsons recent article inspired me to read more about alcohol im shocked by the est impact vs current narrative for instance, 7-14 drinks per wk reduces life expectancy by only 6 mos (!!) moreover, the negative effect is possibly offset by gains from deeper friendships

@PaulSkallas @MPorkholm @firstnamelastga

@MPorkholm @firstnamelastga Yes but why can't you? Go deeper

Not so fast, Belgium. The city of Los Angeles still has another 29 days to count all the goals from tonight's match.

@Crypto_McKenna At some point equity holders will demand a stop to token buy backs and instead have that revenue used to grow the business or buy back stock. There are now competing interests and only one group has legal claim.

Some thoughts on Venice and revenue as it relates to VVV: > Venice earns revenue through monthly subscription plans to the Venice platform (Pro $18/month, Pro Plus: $68/month & Max $200/month) plus additional revenue from API credits. > Venice currently has around 3 million active users, 1.7M API calls per day and 200 models available. In terms of the discretionary VVV buyback a portion of the revenue from monthly subscriptions id directed back to VVV (Pro $2, Pro Plus, $5 & Max $10). > This equates to 11.1%, 7.35% and 5% respectively for the revenue of the monthly subscription plans going back to VVV holders. Note there is no obligation for Venice to continue this buyback but I do not doubt they will not support VVV holders in some way with their revenue. > Venice as reported is generating around $70M/year in revenue which translates to 3.5-7.8M for discretionary VVV buybacks. If VVV holders did have a legal claim on Venice revenue it would look cheap. But they do not and I would treat the above revenue as a base. > VVV as an asset should most likely be valued on the revenue it receives from Venice for buybacks PLUS the native demand for DIEM as a compute asset in which users have a right for daily access to Venice compute. Equity holders in Venice clearly have a much stronger claim than VVV holders for all things relevant to the growth of the Venice platform. I still think VVV as an asset is a very interesting experiment as it relates to compute access. But I think the Series A set in stone what VVV holders are eligible to as it relates to Venice ownership.

@TheCryptoNexus Isn’t it saudi royal family owned? Probably an inconsequential amount that gets them far beyond VIP access to the world cup. Advertising seems like more of a perk than anything

Yo just thought abt it for a sec… why does aramco sponsor fking everything…? Ppl gonna buy their oil no matter what

@CL207 They’re going broke paying out pensions and heat disproportionality kills old people. Feature not a bug.

if a 1000 ppl died from a flood in france, maybe the government will be like oh we'll build a dam and do some rainfall redirection but this week +1k died from heat and feel like its a non event, hows ac not a thing i cant understand

Nuestra princesa 🇲🇽 VS su princesa 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Vamos 1-0

@_kruptos Ok smart guy, who won the Cold War then?

This recent debate over air conditioning and how America is superior to Europe because central air is ubiquitous in America is exactly the reason why America simultaneously defeated Soviet Russia and yet lost the Cold War. This is because America embraced the philosophical materialism of Marx rather than fighting on the only terms that it should have been fought: the spiritual and the religious. As a result America embraced materialism, that the satisfaction of all one’s needs can be met materially. Thus luxury = freedom. Austerity = communism/anti-Americanism. Thus, how do you know you are superior to the Russians? You have blue jeans. How do you know you are superior to the Europeans? You have central air. (Quote below is from Whitaker Chambers “Witness.” It is also a point made by Augusto Del Noce in “The Crisis of Modernity”)

@soulfasho @terryjohns91228 You mean like you celebrated OJs aquittal

@terryjohns91228 There were many cases where innocent or framed Black people were also hanged, and it was made into a photo op. Either way you can’t find Black people celebrating such savagery. Why couldn’t they control themselves and allow the system to handle it?

Why are Black Americans the historical moral compass of the U.S.? Because you can’t find a picture like this with the races reversed.

@soulfasho @JmarshOU Why don’t y’all follow it then

@JmarshOU We were. And are.

@brahma_n @unusual_whales It’s a tournament. You don’t get in because of population size, you get in by winning. India lost to Qatar, the most ass team of the whole event.

@unusual_whales South America has 6 slots for 12 countries in the continent, while Asia has just 8 slots for 44 countries. Asia should have minimum 20 slots which would bring China and India, representing 3 billion people into the fray and make the cup more inclusive.

BREAKING: FIFA reportedly considering expanding the World Cup to 64 teams in 2038, per Sports Business Journal

@PalmerLuckey At this point it looks more like a feature, not a bug

At least 1,200 people died of heatstroke in France last Wednesday, mostly elderly people indoors. Even crazier, about 70,000 Europeans die from the same every year, akin to a bi-weekly 9/11. Eurobros, please vote for leaders who will let you open your windows and install A/C!

@MCGalacticAI @qualtrim They aquire the creators and give them control and financial incentives + distribution to an audience they wouldn’t reach regardless of quality. Classic win win

NFLX - AI creation of content is getting quite good. By the end of next year, there will be an explosion of VERY GOOD AI content. Right now there are series on X that are as good or better than many of the Black Mirror episodes on Netflix. However, they are RARE. Right now. But in a year, they will be everywhere. WHat does Netflix do to battle this? Do they create their own division for this? X and Elon Musk could take over a big chunk of this of they created a dedicated Video App you could run on your TV (like Netflix.) That with Xmoney is a perfect pairing. If it had a good review system and ability to peruse through vetted titles, I would pay $20/mo for it. I love my NFLX, but not sure about an investment.

Peter Lynch famously said there's a "100% correlation" between earnings and stock price over time. If that's true... These 10 stocks may be screaming opportunity. 1. $NFLX - Netflix