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Pete
29.4K posts

Pete
@SpireSec
Tech Risk, Cybersecurity, and Digital Security.
Katılım Mart 2011
1.2K Takip Edilen2.4K Takipçiler

@ruijianggao This is very interesting. I wonder if #2 will end up with the same issue as p-hacking. Thoughts?
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@royalhansen I wonder if pragmatic interp will affect this interest at all. Any thoughts?
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Another great piece from my friend Allen - this observability gap also keeps us from the fully self-defending apps we need
allen.hutchison.org/2026/02/17/the…
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@alexolegimas @Luigi1549898 @R_Thaler Ah, yes, I got the earlier version of "Winners Curse." Will have to get the update.
Of course, another model of the stock market might be "turtle all the way down..." 😀

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I’m not a lawyer so I won't interpret contracts for you. But I am an economist, so here's my take on the economics of what happened yesterday (TL;DR: Jesse is right).
One of the main drivers of economic activity in developed countries is a favorable regulatory environment and *certainty* about that environment. Any investment is risky, and regulatory/institutional uncertainty keeps companies from investing, growing, and building in these types of environments. Companies don't want to build a new plant if they think the govt will seize it or put extra regs on its products.
As an example, take the tariff bonanza of the past year +. It's one thing to enact a 15% across the board tariff and stick with it, and entirely another to draw up completely random numbers, change them constantly (e.g., because you don't like a commercial), all under the spectre of them being illegal in the first place (they were). The outcome was exactly as predicted: consumers paid most of the cost, manufacturing is shedding workers and pulling back on construction (after 4 years of increases). The economy does not like uncertainty.
The one bright shining star of the economy was AI. The US had two of the frontier labs and the most of the major tech companies. AI had the most favorable regulatory environment and was booming; investment was going through the roof.
And then the secretary of defense decided to nuke the business model of one of those companies because of too many stupid reasons to list here. It would be perfectly fine to cancel their contract, but designating Anthropic a *supply chain risk* --which has so far been reserved for foreign adversaries -- cuts off much of their business.
But so what? Anthropic is important, but it's just one company. The problem is that this overturns the regulatory certainty that has made the US such a beacon for AI. AI companies, which have a lot of options, will now think twice unless a capricious member of the admin wants to designate an important part of their supply chain risk.
Maybe this will all blow over, maybe there will be a walk back. But trust is hard to build, but very easy to break---especially when it comes to economics and risk. I hope I'm wrong.

Jesse D. Jenkins@JesseJenkins
Absolutely insane for the US govt to be deliberately trying to kill off one of our frontier companies in THE frontier business sector of the day, and virtually the only one driving US economic growth right now. The broader ramifications for business uncertainty in America spelled out well here.
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My latest on #NotreDame:
"Jeremiyah is a freak. Getting to block for him is a blessing.
#NDFootball #NFLCombine
southbendtribune.com/story/sports/c…
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@alexolegimas @Luigi1549898 Reminds me of the @R_Thaler "riddle" to pick a number between 1-100 that is 2/3 of the average of the population responses to this question.
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@Luigi1549898 Yeah it’s hard for me to interpret the stock market as a signal of anything these days, it’s levels upon levels upon levels of reasoning.
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@NateSilver538 Idk, maybe do a search on "remembered by historians" in the past and see what the likelihood is?
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@growing_daniel The pendulum for the Turing test has swung in the other direction. Many don't realize that AI "beating" humans at being human - being identified at >50% - is also a failure (and interesting indicator of human bias). Now we need AI to administer and evaluate the test.
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@mattjay @anton_chuvakin Do me a favor and keep that down for a few days 😉.
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The market is an idiot. Crowdstrike doesn’t even find or fix vulns. People just think cyber is cyber.
I’m not a financial advisor but Claude’s announcement impacts Crowdstrike 0%
Manz🌪@ManzTrades
are we being serious rn
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Pete retweetledi

A Republic, if you can keep it marginalrevolution.com/marginalrevolu…
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"The idea that understanding the cause of one’s suffering is the key to curing it is dubious. Getting terminated from a job might cause misery but ruminating on one’s termination is unlikely to dissipate one’s depression—and may exacerbate it."
aporiamagazine.com/p/the-psychoth…
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@gmeta @PostOpinions @tylercowen @asymmetricinfo @grok Only Boomers know what "boomer" usually refers to 🤣.
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@PostOpinions @tylercowen @asymmetricinfo @grok is WAPO saying that somehow a doomer is the opposite of a boomer?
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Economist and professor @TylerCowen chats with Megan McArdle (@asymmetricinfo) about how AI could transform talent, human capital and competition: wapo.st/4aibIz2

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2.1 million relationships, 1.5 million nodes from the Epstein files are now in a 3d graph to explore connections and export data.
nodes are up to 3 layers deep, 13,800 orgs linked, 38,000 people
somaliscan.com/investigation/…

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@emollick Do you expect LLM success to continue or some other form of AI? Seems like very prominent people - Li, LeCun - looking for what's next combined with the paper(s) that claim LLM math doesn't work in the face of complexity might be good indicators that brute force is topping out.
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@JamesSurowiecki I'm worried about Munchausen Trump. He's been creating systemic problems and now may try to "solve" them with superficial measures to address them in order to be seen as a hero. Some small subset of people benefit but the entire country/world is worse off.
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There are two obvious patterns at work here. First, MAGA candidates other than Trump are deeply unpopular with voters anywhere other than deep-red districts, and sometimes even in those districts.
Second, Trump's shtick has worked reasonably well during campaigns, because voters find him entertaining and a welcome alternative to the status quo. But once he takes office, and governs as the narcissistic chaos agent that he is, voters quickly come to dislike him.
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Trump-endorsed Republican candidate and MAGA activist loses by 14 points in a district Trump won by 17 points in 2024. I'm sure Trump will erase this loss from his memory when he talks about how candidates he endorses always win. nytimes.com/2026/02/01/us/…
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That play reminded me Lincoln Riley went 7-5 with him as his QB.
Carter Karels@CarterKarels
That Caleb Williams TD to Cole Kmet is a sign that USC and Notre Dame need to come together, stop the nonsense and play each other every year.
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