Thorondor LLC
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Thorondor LLC
@ThorondorLLC
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Pacific Heights, SF Katılım Haziran 2023
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Thorondor LLC retweetledi

Out of all the billionaires in the arena it is @sama I respect (fear) the most.
Going from practically a nobody to climbing the hierarchy to head YC and basically making it the brand it is today. Then bowing out to run OpenAI before there was much proof it was going to work out & building without a doubt one of the most valuable companies on earth. If OpenAI was public we would’ve bid it to 3 trillion easy and then lost our shirts when GPT5 came out.
He’s been the chief architect of this bubble to the point that some of the phrases and words we use today would literally not be in our vernacular. Scaling Laws, AGI, infinite growth, sentience it’s all him peddling this to us. Working the capital markets like the shrewdest banker on earth, two fundraises at different valuations at the same time… WHO THE FUCK CAN PULL THAT OFF?!
To baiting Zuck with FOMO by getting his chief lieutenants to feed poison to his brain. To then rugging him by going to the press to spoof the order book on AI Researcher salaries and at the same time saying everyone who joined his Super Intelligence team was mediocre. The GPT5 failure to the dumping of shares to anesthesiologists in San Francisco… it’s all him.
Then finally, he calls it a bubble. He admits he was exuberant. But yet, he can’t be saying OpenAI is a bubble. It’s the other guys who’s models are just slightly worst and don’t have the distribution the infrastructure we do. See it’s not AGI 2027 it’s we own the railroads we own the oil wells. Do you really care about where your token comes from? You just care that it’s cheap and gets you to where you need to be.
His next move if I had any guess is vertical integration. The new metric isn’t ARC AGI retards its Profit per Token (PPT).
Write it up @SemiAnalysis_ there is a new AI race and it’s not going to be won in a Jupyter Notebook.
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Thorondor LLC retweetledi

It's interesting how both robinhood and coinbase have killed it for the past 2 years when all the founders of both cos are working on side projects:
- vlad: harmonic
- baiju: aetherflux
- brian: newlimit, researchhub
- fred: paradigm, nudge
Thorondor LLC@ThorondorLLC
It's underrated how high output S-tier competent people are: - Palmer Luckey has written unpublished short novels - Airwallex founder made $10M from side businesses while working a day job in banking - Crimson founder got 6 college degrees as a sidequest while running his co
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@apralky You're correct, but why is it that the Stanford startupmaxxer is likelier to generate more shareholder value?
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it's incredible that this is basically the brain of an average IQ130 stanford startupmaxxer
completely monotone nonsense oneliner buzzword salads swimming around in thier heads at all times and basically nothing more, a one on one conversation will reveal a similar thing, a totally vacant psyche that gets immediately oneshotted by long-ish thought chains and resorts to vibematching constituent words etc...
they basically have the functional intelligence of a state school flunker in a second world country
this is fascinating because it reveals that even if you filter your population for 3 std IQ & agency, if you immediately place them in post-scarcity and chain them to kafkaesque goodharted benchmarks you can lobotomize them in like 6 months
alisa rae .☘︎ ݁˖@RaeAlisa_
I’ve never met a solo founder who isn’t insanely cracked
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Thorondor LLC retweetledi

It's weird that even though I'm reliant on o3 for search and Claude for coding, my natty coding skills haven't deteriorated much compared to my natty Google search skills
Thorondor LLC@ThorondorLLC
GPT-5 thinking/pro is just not there yet. One "skill" that took me 2+ months to learn with o3 is being able to sus out when its hallucinating (or just not reading a website correctly) I basically feel blind when using GPT-5 now
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