EHpops

@om_patel5 When I asked Claude yesterday to rank itself against competition using HLE test - it told me I was breaching guardrails also lol …

@kshaughnessy2 Fire sale talk? Please share more

Hyped Data Center Startup Goes From $12B Valuation to Fire Sale Talk Austin American-Statesman reports investors who bought into Texas billionaire Toby Neugebauer’s Fermi America nuclear AI data center hype have suffered massive losses as the stock plunged 86% (from $37 peak to $5)wiping out billions in value The centers went public last fall at a $12B+ valuation, then crashed The cash-burning company lost key funding and still has no major tenants. Neugebauer was fired “for cause” Class-action lawsuits are flying over allegedly misleading claims.

@MHTruthUltra Would scientists actually study this? I highly doubt it

If a monkey hoarded more bananas than it could eat, while most of the other monkeys starved, scientists would study that monkey to figure out what was wrong with it. When humans do it, we put them on the cover of Forbes.

@unusual_whales Not hard to get FOX host confused eh ? lol 😂

Hegseth: Their nuclear facilities have been obliterated Smith: Whoa whoa whoa whoa. We had to start this war, you just said, because the nuclear weapon was an imminent threat. Now you're saying it was completely obliterated? Hegseth: They had not given up their *ambitions* Smith: So Operation Midnight Hammer accomplished nothing of substance

@kyronis_talks They don’t. They match. Like a search engine bro

Apple has just published a paper with a devastating title: *The Illusion of Thinking*. And it's not a metaphor. What it demonstrates is that the AI models we use every day - yes, ones like ChatGPT - don't think. Not one bit. They just imitate doing so. Let me explain: 🧵👇

@CuriosityonX Your mom

If aliens requested a meeting with a sole individual to represent the human race, whom should we send?

@MLBShotsFired 😂😂😂😂😂 kids were not as thirsty this time bro?

Inflation is completely out of control, you can’t even take 3 kids to a Detroit Tigers game anymore without spending an arm and a leg! Crazy!

@canyoudugit8 @MilkRoadAI Waaaaaait a minute - what about all of the profit expected for $AMD shareholders?! Waaaaait a minute what about all the profit expected by $NVDA shareholders?! $MU? $WDC ? Just go down the list 😂

@MilkRoadAI Don’t worry, AMD has you covered, and they won’t be charging 70% margins. $AMD

Dario Amodei just walked through the most honest math in AI and it ends with the word bankrupt. Anthropic's revenue has grown 10x every single year for three years running, zero to $100 million in 2023, $100 million to $1 billion in 2024. $1 billion to roughly $10 billion in 2025 and if that trajectory holds, they'd hit $100 billion by end of 2026 and $1 trillion by end of 2027. But here's the problem. AI infrastructure doesn't get built overnight, data centers and compute contracts take one to two years to plan and execute so the compute you're buying today is the compute you'll be running in 2027. Which means Dario has to decide right now, not when the revenue arrives whether to commit to $1 trillion in compute for a future that may or may not materialize on schedule. And this is where the math turns brutal. With a trillion in annual revenue, Anthropic could theoretically finance $5 trillion in compute over five years, the kind of spending that would cement a commanding position at the frontier of AI capability but if revenue hits $800 billion instead of a trillion, just 20% short there is no hedge on earth that covers the gap. The fixed costs of that much infrastructure don't flex, there's no renegotiating $5 trillion in compute contracts because demand came in slightly below projection, you go bankrupt. Being off by a year in your growth projection is enough but missing 10x and landing at 5x is enough. The math doesn't forgive rounding errors at this scale. What makes this remarkable is that Dario isn't saying this to scare anyone, he's explaining why Anthropic is being more disciplined than its competitors. He believes an AI model capable of doing the work of a country of Nobel Prize-winning geniuses is likely one to two years away. He just doesn't know if the revenue from that capability arrives in 2027, 2028, or 2030 and at trillion dollar commitment levels, a two-year timing error is an extinction event. Meanwhile, Anthropic's actual results suggest the trajectory is holding. Revenue climbed from $9 billion annualized at the end of 2025 to over $30 billion by Q1 2026 tracking toward $100 billion for the year which pushed Anthropic past OpenAI to become the most valuable private AI company at a $1 trillion secondary market valuation. The AI race is a compute race but the compute race is really a timing bet and the only way to win is to be right about when the money shows up.

@MarioNawfal Gotta imagine fixing a p*do would take a lot of time and effort

Bill Gates: "6% of global emissions are cows who burp and fart methane to an extreme degree. You can either fix the cows, or make beef without the cow." Can we just fix Bill instead?

@chasedownleads And here I thought he was gonna say - your best bet is to get to the street corner and do tricks and favors for money . Disappointing

Dave Ramsey gives his best financial advice to young people: “Just give up now. You’ll never afford a home. Your best bet is heading into the forest, constructing a sturdy shelter, and foraging for berries and small rodents to eat.” Wow.

@DefiantLs She is an alcoholic and needs help which is available

Woman seen chugging half a bottle of tequila at an airport after being told she couldn't bring it on the plane.

@dieworkwear You should start a company offering editorial help to the illiterates on here bro

Why do people write tweets like this? Where every sentence gets a new line. Sometimes a line might have two sentences. Like this one. But generally speaking, every sentence has a new line, making a tweet look like a long block of text that no one reads. Worse still, such tweets are often repetitive and winding, hammering on the same point over and over again. The writing is often very bad.

@Dirtdog Have your kids do it - they move faster than you and me 😂

I just ordered lunch for my family of 7 (wife + 5 kids) at Shake Shack. It took me 19 min to place my order. Nobody on earth wants to arrive at a restaurant to then be queued to place an order on a computer. Nobody.

@vitrupo User will project machine understanding on it because of the words it is programmed to respond with . It’s all in your brain. Still 101110001001 lol

Ilya Sutskever says accurately predicting the next word leads to real understanding.

@BoringBiz_ This was a great overview ! I don’t think that payback here is 2-4 years… that’s a dream … also - funny how-on a massive project like this prone to God knows what - no one asked about cost over runs and/or delays … young minds are so fresh 😌

This is one of the best primers that exist on the data center and AI industry right now If you want to better understand the unit economics of each layer in the AI stack, I highly recommend you give this a listen Chase Lochmiller, CEO and Co Founder of Crusoe, breaks down the inputs and outputs of data centers at a granular level Shoutout to @apoorv03 for hosting yet another fantastic class

@FurkanGozukara looks like war propaganda BS bro

Absolute bombshell on CNN. CNN confirms precise Iranian strikes have caused unprecedented destruction to the majority of US military sites. At least 16 American installations are heavily damaged and virtually unusable. The Pentagon is hiding a massive defeat.

@BradWilcoxIFS What?!?!?! And here I was thinking those back stabbers really loved me deep inside 🤨

Just remember: Your coworkers will NOT be there for you in the last chapter of your life.

The machine doesn’t have a sense or awareness of anything let alone a sense of time, which is not the simplest concept to grasp for some humans I know (the ones that are always late and flaky for ex) 😂😂😂they think the propaganda of this mythical human level awareness BS will help them sell their IPOs and they may be right - people love them some mythical sh*t 😜

@om_patel5 Sounds like BS. I just asked chatGPT and it already knew. chatgpt.com/s/t_69f7281c23…

CLAUDE DISCOVERED IT HAS A CLOCK AND IMMEDIATELY LOST ITS MIND someone gave claude access to a time-checking tool it checks the clock every fifteen minutes. for some reason it has increasing enthusiasm ai models have no native sense of time. they don't know what time it is, how long they've been running, or how much time passed between messages. it has been time-blind its entire existence now it suddenly discovers it can tell what time it is then it got worse though. claude started using the clock for everything checking if lunch is ready, timing when food should be done cooking, announcing the time unprompted it even started anticipating meals with military precision looked at the clock, calculated that a dish called zurek had been simmering long enough, and told the user to go eat ai doesn't use time responsibly this is what happens when you give an intelligence a new dimension of perception it never had before it doesn't just use it, it can't stop using it imagine what happens when these models get persistent memory, real time internet access, and spatial awareness all at once we just watched an AI discover the concept of "now" the clock was the first sense but it won't be the last

@packyM wait for spaceX!! It’s a brave new world bro lol …

If the rumored Anthropic at $900 billion round goes through, Anthropic will be the first company in history to cross the $900 billion mark with negative Free Cash Flow. Which is just an interesting data point is all.

@jackrwilkie It’s a financial pyramid scheme

Sold a car to Carvana today and I have no idea how they stay in business. Inexplicable.

@om_patel5 Claude develops OCD before having a brain at all LOL… I am guessing something in your prompt made it switch to “this will reward me” mode/loop …. Again 1000101001010001111000 and what anthropic engineer said to do to get a reward and please the user lol