Lawrence D. Loeb

@nyclass @RoguePOTUSStaff I’m glad to learn that someone is doing that. I was afraid they’d be sent to Elmer’s.

You’re asking the wrong question, the key question is: what happens to them when they can no longer make a buck for their cruel owners once they are too injured or older sick? The answer is that they discard them like garbage to the slaughter auctions, and it’s up to groups like us to rescue them like we did for Bernard. Luckily, we have a huge network of sanctuary and rescue farms lined up to step in and provide lifelong love and care for these horses who are treated like actual garbage by their New York City carriage owners. nypost.com/2024/05/11/us-…

You're an idiot. New York City would be better off to outlaw automobiles and mandate horse transportation. A person who hates horses should never be trusted.

@RoguePOTUSStaff I’m sure the horses want to work. I hope they can find it. I’m not sure there’s enough demand for them though.

@LDLoeb "Productive" is a relative concept. When a horse is retired from professional carriage driving there are many possible outcomes, to include becoming a training horse. Like humans, when horses retire they often want to be back to work.

@ddettro I moved to Pi for runtime and was able to use Fable and Codex 5.6 Sol without a problem with 5.7.

Couldn’t get 5.6 sol to work with openclaw bcs my codex wasn’t updated; had to update to 0.144.1

@webology @simonw For what it’s worth, OpenClaw has slowed their update tempo and the new release, 7.1, is supposed to be stable (it went through 5 or 6 betas over the last 12 days). I’m still on 5.7 after a terrible experience with 5.5, but I’m seriously looking to update (and get access to ios)

@simonw Yes, but I have mostly migrated from OpenClaw to Hermes. OC was too unstable, and upgrades are a pain. My daily drivers are a dailiy/morning briefing, todo list, a research tool, transcribe anything and store in Obsidian, and I have it do lost of one-off server/machine tasks.

It's been about six months since OpenClaw burst onto the scene - are you still using yours? Did it become a daily driver? Any interesting lessons or anecdotes you can share?

@GavinSBaker @PythiaR Are you a hallucinating AI?

@PythiaR Laughing. Knew I should have fact checked the 7b.

Curious to see how many subs @SemiAnalysis_ has in South Korea and whether they are more or less respected there than KIS, whose spec sales note was apparently a contributing factor to last nights sell off. A modern day Clash of the Titans. Should know in a few hours!

@GavinSBaker Good movie, but the effects were of the time.

Much stranger things have happened but would still be funny. Also the 1981 “Clash of the Titans” has aged really well even if the Kraken has not.

Well written and thought out piece. A sharp contrast to the war it comments on.

@yenkel @tobi I think that last column is supposed to be quarterly. Saving 6 hours on a task that you do 1 time per year saves you six hours, not a day. Of course saving 1 day quarterly only saves 4 days, not 5.

@tobi yes! I think this is a good way to think about it

My annual MRI scan gives me a USB stick with the data, but you need this commercial windows software to open it. Ran Claude on the stick and asked it to make me a html based viewer tool. This looks... way better.

@wangilisasi @steipete My OpenClaw (5.7) was able to add 5.6 and Fable.

@steipete When 5.6 in Openclaw?

I’m checking the exact current state now and will give you a crisp stop-point, not another open-ended loop.

@firstadopter Not sure I buy the argument that Sam Altman is the Bill Shockley of this generation. Silicon Valley’s ethos promotes the idea of employees spinning out into competitive startups. Arguably Google was more the original base since it inspired OpenAI.

The two most interesting parts of this post are that he included Core Automation and that he’s in Nashville.

@AlGeneRobi96834 @MeidasTouch If he’s going to brag about asking for, and passing, a cognitive test, why isn’t he also bragging about getting all the pee in cup or not flinching when the nurse took his blood? These are not high bars.

Funny how taking a cognitive exam voluntarily is spun into evidence of cognitive decline. If he refused, the headlines would ask what he was hiding. If he takes it, they say it proves he’s impaired. That’s not journalism. That’s a Democrat narrative looking for facts to fit it. Americans are capable of reading the results for themselves instead of relying on selective framing. You must think black America is just stupid #AStoneGroove #SilentMajoritySpeaks

Wow: Trump says he just finished yet another physical at Walter Reed and has requested another cognitive exam as rumors and evidence continue to pile up about his declining health and mental state.

@mattshumer_ You should know better than to let Sol read a review you wrote where you swore by Fable!

I'm so angry... the OpenAI team is looking into it, but this feels like something that should happen with GPT-3.5. Not a mid-2026 frontier model on the highest reasoning level.

@Midnight_Captl @michaelcooper1 @GavinSBaker @Networthknowing No celery!

@michaelcooper1 @GavinSBaker @Networthknowing Just seeing this now - yes… maybe potato salad will be for a small breakout group 😅

#NewProfilePic I’ve decided to change my name and Pfp to myself (I’ll be keeping the handle @Midnight_Captl) I want to take my platform to the next level in the ecosystem, and presenting myself in this way is an important step for me to achieve that Please allow me to reintroduce myself, my name is Nick Dorsey. I started my career at General Mills in Minnesota (where I’m from). I left and moved across the country (MN to SF) to become strategic sourcing manager at Apple, and I’ve been producing research on the AI and Semiconductors space for the past 2.5 years here on 𝕏 after that I have a wife and a 10 month old baby girl named Mila and I live in the Bay Area. If you’re local and want to meet up, send me a DM, I want to meet more people in the industry 😊 If you’ve been following me for a while, thank you so much for engaging with me and helping me grow. It’s been a blast so far, and I’m excited about what’s to come next with my journey

@Midnight_Captl Who wants to see pictures of you? Where’s the baby? :-)

@jordymaui OpenClaw

Are you still using OpenClaw & AI Agents? Or are you back using GPT/Claude 🤔⬇️

@Midnight_Captl @jukan05 Haven’t we already seen that It’s easier to design a chip than it is to manufacture; let alone get the foundry spots?

@jukan05 The stuff about China you’re mentioning is way off imo. All they said is they’re considering making their own chips and you are talking about eda and memory, idgi. Just slow down a bit. Things are not updating minute to minute

Some thoughts I’ve been having recently: Could DeepSeek and Zhipu considering their own chips imply that China’s HBM self-sufficiency has already reached a certain level, or is at least on track to get there? Also, is the EDA moat already starting to collapse? OpenAI reportedly completed Jalapeño in just nine months using its own in-house AI chip design tools. Is it really plausible that Chinese labs don’t have something similar? In fact, there are claims that the chip design tools developed by Chinese labs may be even more practical in real-world use than OpenAI’s. The fact that OpenAI is specifically launching GPT-5.6 inference on Cerebras makes me think they may see more demand for ultra-fast inference than people realize. Jensen has described markets like Cerebras as niche, but OpenAI’s move seems to suggest otherwise. Broadcom is a great company, but I think Hock Tan may be downplaying MediaTek too aggressively. He says MediaTek’s TPU has been delayed, but wasn’t Broadcom’s own TPU also delayed in some areas? Amazon’s 20% GPU price increase is not because of memory. It is because of rising demand. I also have doubts about whether Broadcom can continue to defend its high margins. MediaTek’s TPU margin is around 35%, while Broadcom’s is around 65%. Broadcom may be able to maintain high margins for the first couple of years as it wins new customers like Anthropic, but won’t margins eventually trend lower as competition intensifies? Morgan Stanley updated its TPU / AMD GPU shipment estimates, but personally, I do not understand how MS is arriving at this scale for AMD GPU shipments. Morgan Stanley now models AMD shipping 2.4 million GPUs this year and 2.7 million next year.

@Angry_Staffer Does any other ally have that right?

Trump *says* a lot of things. If he does this, it’s a complete game changer for long term trajectory of the war. Ukraine’s domestic drone, missile, and radar production has proven to be sophisticated — I see no reason they couldn’t spin up PAC-3 missiles relatively quickly.

@Midnight_Captl @BenBajarin If the compute isn’t available, maybe they can tell a portion of the demand if they turn it away, but not what they haven’t been asked for because people know they’re at capacity, right?

@LDLoeb @BenBajarin Can you ask that a different way? I’m not sure I totally follow

Feels like the entirety of mr market hangs on hyperscaler capex continuing to grow. Yes, many assumptions we are modeling to forecast capex growth and RPO/backlog. BUT, when backlog pretty significantly outpaces your capex (compute capacity) why slow it down?

@Midnight_Captl @BenBajarin I would think anything they could report on sales they turned away would be underestimating the unmet demand, right?

@LDLoeb @BenBajarin Well the hypers report backlog, I think you know that. But maybe your question is about the details of that. I agree they could provide more granular information. Broadly tho the info we’re getting via backlogs looks very healthy