RockyB

@itsolelehmann Self-host open weights models for most sensitive information. If a firm failed to do so, they don’t have any valuable IP.

should be obvious by now, but OpenAI and Anthropic are just gonna keep cannibalizing all their biggest customers. it’s simply too profitable for them to resist. and it’s already happening: 1. Figma partnered with Anthropic on AI design tools. then Anthropic’s product chief quit Figma’s board, and 3 days later Anthropic launched Claude Design to compete with Figma. CEO Dylan Field said Anthropic was “not consistently candid.” 2. Novo Nordisk uses Claude to help develop drugs. now Anthropic is developing drugs of its own. 3. Microsoft poured billions into OpenAI. now OpenAI is building a Jobs Platform to compete with LinkedIn, and reportedly a code repository to compete with GitHub. Microsoft owns both. 4. Harvey uses Claude to sell AI contract analysis, due diligence, and litigation tools. now Anthropic sells those same workflows through Claude for Legal. 5. Intercom used OpenAI’s Realtime API to build Fin Voice. now OpenAI sells its own voice-and-chat support agent through Presence. 6. Abridge and Ambience build clinical documentation products on OpenAI. now OpenAI sells ChatGPT for Healthcare directly to hospitals with clinical documentation built in. 7. Benchling uses Claude to power its biotech R&D platform. now Anthropic sells its own scientific workbench through Claude Science. the frontier lab playbook is simple: 1. sell their models to the world’s most valuable businesses 2. help wire them into those companies’ most valuable and sensitive work 3. map the business from the inside and find where AI can take over 4. turn those capabilities into their own products and become the customer’s competitor

@MarketPalmer_ Kids and their parents should decide, not a high school

Are high schools warning kids that not every college degree pays off?

@JamieBonkiewicz You are not wrong.

Call me a radical leftist, but I believe that everyone is entitled to food, clothing, shelter and healthcare. Period.

@danielcberk Why compete with a business losing money?

Why not create a LinkedIn competitor

@feifei_qiu United States got 10 days. Good enough for a trip.

I just found out that China now offers 30 day visa free entry to more than 50 countries including Canada, the UK, and most European countries but not the United States.🫥

@Osint613 Well they lost their biggest advocate in DC for sure.

Ahead of Sen. Lindsey Graham's funeral, Netanyahu and Zelensky were seen speaking.

@PatrickToulme AI coding is just not there yet for quant coding. Trust me these guys will use whatever is good to gain advantage, Fable is just falling short.

I was at a party over the weekend and I talked to a couple guys both at top NYC quant funds. They told me they write all their code by hand and that even Fable’s code was terrible quality. They seemed to really dislike agentic coding. This was really surprising to me. I am starting to believe there is a skill gap in using frontier LLMs that not everyone has. It also made me realize how early AI adoption really is.

@antibearthesis CHINA!

Can someone explain to me like i’m 7 years old why AI stocks are crashing today?

@elonmusk X is the media.

I don’t pay the protection money to the media

@oliverbrocato It’s just a job. If you can get a better offer you should leave too.

had 2 team members quit on me within 2 weeks. both got better offers from bigger companies. i took it so personally. like genuinely felt like a failure. then my buddy who works at a multi billion dollar fintech tells me he's the longest tenured employee in their entire NY office. 1.5 years. they just announced their series H and they still have people getting fired or quitting within the first few weeks constantly. hiring is just hard

@amylcris What if they set the bar above your IQ?

I propose people should have to take an IQ test before they can vote for President…

@PalantirTech What is the best US open weights model and how it compares to frontier closed, and China open weights?

Twenty years ago, Palantir was a new entrant. Today, we stand with some of tech’s biggest and emergent players to reject a future where a select few closed, frontier models rule them all. Sovereignty and prosperity require American leadership in a strong open-weight AI ecosystem that strengthens competition, keeps customers in control, and drives the benefits of ingenuity across the economy.

@elonmusk Team up with Jensen, Satya, Zuck for an open weight model?

Satya is right

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-Weigh…

@Hedgeye Good to know!

JUST IN: For the first time in U.S. history, women over 40 are having more babies than teenagers

$TSLA are we going to see lower $200 again?

@Eni_jjj How about a farewell game in Qatar, Barca legends vs Argentina legends?

I’m glad Messi won the World Cup in Qatar. The atmosphere, the presentation, the iconic final, the celebrations, it all felt special. If there was ever a stage worthy of crowning the greatest footballer of all time, Qatar was it.

@GrindeOptions so, should we team up and buy it out?

Guys, $TSLA is now under a trillion dollar market cap. 👀

@AlbicelesteTalk Argentina team performed surprisingly well. Play defense is nothing wrong, and Argentina has a better record if they went to penalty kick. At the end, 2nd place is wonderful in WC. Look at German, Italy, France, England, Brazil. Team already over performed.

Leandro Paredes: "We don’t need to clarify anything about conspiracy theories. We played in a World Cup final, and I’ll say it again, Spain were the better team. They performed brilliantly, deserved to win the title, and we congratulate them."

@catalinmpit The answer is so fucking obvious. Find a Chinese partner, they are pro at copy and make it better.

I get an app idea. I start working on it because I find it useful. I see similar apps on the internet. I get demotivated. I stop working on it. Never make it public. Repeat with other ideas. Can I somehow overcome this crap?