@jclarkson203 As far as I can see which is not far I’d say GL to them, seems v hard
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ExcessDefaults
3.3K posts
The minute life insurers have a moment where they trade up to premium multiples for whatever reason, if ever, is the minute Black Rock/Stone will ape into the last ones unaffiliated in a major way
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the write-up that kicked this off: williamangel.net/blog/2026/05/1…
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My favorite detail about 'free' local inference is the depreciation math. If you amortize a $4k Mac over 5 years, running a 31B model costs $1.50 per million tokens. The API is 3x cheaper. Local compute is officially a luxury good and I respect it ✨
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@mr_r0b0t @macbethAI @NVIDIAAI great catch - wonder if the 1tb version gets this treatment from time to time.
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Before you come at me in the DMs, I hate all the names I own equally
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Transparency = calling a fraud you invested in an "idiosyncratic" loss eh?
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"The alts portfolio, low for the quarter, but doing exactly what it is supposed to do. S&P was off 17%. Russell was off 16%. Levered equity, which is the strategy that most of our industry uses in their alts portfolio would have been worse down north of 20%. We were up 6%."
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Criminal that this only has 11 likes! Will be interesting to look back on this tweet in a few years if diffusion develops meaningfully.
rishi@rishiiyer01
As hardware FLOPs scale compared to mem bandwidth, we need a way to saturate the tensor cores in a useful way. Diffusion provides this way forward.
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@Teknium Approximate burn over 2 days working on / editing a 25k word book, Qwen 3.6 Plus when it was free. I gotta figure out what I'm doing wrong.
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@ExcessDefaults Which model do you use i think it’s equally about cache as about tokens and we do a great job on that in 95% of models/providers
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Ugh this hits hard as I hack a lung out
Alex Cohen@anothercohen
He’s finally locked in on his sleep, diet, and exercise. Have his kids bring home a flu from school that’s going to wreck him for 10 days
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@iBladesi Tho kinda silly in retrospect they named two companies the same thing
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Happy unnecessary name/ticker change to $PLGO (ugly ticker) fka $FIHL. SAD
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@tangentstyle No idea, would guess pull is scale for a platform with poor(ish) op costs, but dunno
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@yenoms Strategically useless imo, not worth private cred clients asking abt it
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@ExcessDefaults Would be impressive if they just walked away from the fees.. granted , I know this is tiny for Apollo.. so I guess rep and distraction more important
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