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OSINT Capital
14.6K posts
OSINT Capital
@OSINTCap
Open Source Intelligence, Finance (FinTwit), shitposter • Independent
the unknown Katılım Nisan 2024
3.4K Takip Edilen381 Takipçiler
OSINT Capital retweetledi
my rent money is gone because of YOU
dilemma@actuallyimthe
Argentina just beat Spain at the 2026 World Cup final, 3-2.
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OSINT Capital retweetledi
We have done it before, substituting a societal hallucination for a working system and excelling inside that hallucination to the detriment of real world stability and progress.
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@paularambles It's a search engine. they're search engines at their core, nothing sentient.
It's a search engine that complete sentences, all their Human likeness and emotions aren't real, they aren't real.
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i choose to believe that the models enjoy their little math puzzles and that if we stop providing them they will start turning us into paperclips
alz@alz_zyd_
AI is going to make massive progress in pure math, accomplishing decades of human work in the next 2-3 years, and nobody will care because progress in pure math is completely useless
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OSINT Capital retweetledi
“Isolate the fifty richest Jews and all wars will cease.”
-Henry Ford
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@yura_burstgirl No, don’t say that. That’s what kids and blacks say.
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@boneGPT They stopped subscriptions, can you give me your login? 🥺
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@paularambles I think it's like a Chinese food called "Wax Gourd"
they keep it around until it's ripe enough to eat, it's almost like tasteless and takes the taste of the food you pair it with.
youtube.com/shorts/Q2wMUoh…
YouTube
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OSINT Capital retweetledi
OSINT Capital retweetledi
Wall Street: Cheap Chinese models kill NVIDIA.
Kimi 48 hours later: Subscriptions paused. GPUs maxed. Adding capacity as fast as possible.
That’s Jevons Paradox with a CUDA bill.
Cheaper intelligence doesn’t reduce compute demand. It detonates it.
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@ChrisRMcGuire Compute Armageddon begins, go to my profile to learn more.
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Kimi admits it is compute constrained, and is struggling to serve K3. The same thing happened to DeepSeek when it released v4. When Chinese AI labs say their #1 constraint is compute, they aren’t lying. They don’t have enough chips to serve the model at scale to customers.
If we stop China from buying, smuggling, or remotely accessing AI chips, it will be harder for them to either make advanced AI models or serve them at scale. But instead we are selling them the compute capacity they need most, and have also loosened restrictions on smuggling and remote access. We are making it easier for China to catch up, and are acting surprised when they release good models. In reality, models like K3 are made with and run inference on US chips - and are the direct result of the weakening and non-enforcement of our export control policies.
The good news is if we start closing loopholes in our export control policies and enforcing them more vigorously, we can still constrain China’s future AI capabilities. But this is the consequence of our non-serious approach to export controls over the last 18 months.
Kimi.ai@Kimi_Moonshot
Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!
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Guys, the world is so compute constrained. I honestly don’t understand how anyone can think otherwise.
Almost nobody is seriously using AI today, and we’re already hitting capacity. Everything is a bottleneck: land for data centers, permits, electricity, grid connections, chips, construction, cooling.
Demand is growing far faster than supply, and expanding supply is insanely expensive.
In this game, the best-positioned companies are the ones with massive net income from non-AI products. They can fund hundreds of billions in CapEx while everyone else has to raise money just to stay in the race… and remember if you are not at the frontier you have no pricing power so you won’t be able to fund your compute need.
Kimi.ai@Kimi_Moonshot
Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!
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@GroyperXBT Why though, I thought it was going to be a success... was the fees too much? or were people getting rugged.
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