Thorondor LLC

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Thorondor LLC

Thorondor LLC

@ThorondorLLC

lock in or clock in

Pacific Heights, SF Katılım Haziran 2023
481 Takip Edilen273 Takipçiler
Thorondor LLC
Thorondor LLC@ThorondorLLC·
Long: Reverse paris syndrome Short: Paris syndrome
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Thorondor LLC
Thorondor LLC@ThorondorLLC·
sf tech bros finna start flooding this island
Patrick Collison@patrickc

Read a few interesting posts on the Faroe Islands recently. My trip report from a very brief visit a few months ago. -- The landscape is improbably three-dimensional and rough-hewn: rugged, jutted, serrated, cragged. In being fully denuded – the peaty soil, the Atlantic winds, the centuries of overgrazing – it feels like an exaggerated, hyperreal version of the west of Ireland. It also reminds of a Patagonia stripped of the Andean backdrop. Torshavn now boasts numerous excellent restaurants. It is a town of only 14,000 people: what’s going on? As far as I can tell, this is fully a story of cultural contingency: in 2011, “chef Leif Sørensen ended up essentially inventing Faroese haute cuisine all by himself”, opening the restaurant Koks. This is in a tradition of Norsemen defining new gastronomic cultures through force of will. In 2004, Claus Meyer and Rene Redzepi organized the Nordic Kitchen Symposium (supported by the government, it is interesting to note) and put forth the Nordic Kitchen Manifesto, setting in motion the forces that rendered Copenhagen the culinary capital it is today. Little of note grows in the Faroes. They raise sheep; most of the rest they scavenge from the sea. Fermented lamb is a specialty. I ate it. I would not call it bad, but I won't rush to consume it again. Over dinner, I chatted with a young couple from Liechtenstein. (Liechtenstein being the only other comparably-sized country in Europe, this seemed appropriate.) The woman worked as a diplomat in Brussels. She told me that the city was often unsafe and that there were many places she couldn’t go. That concept felt a far cry from Torshavn. Her boyfriend mentioned the heatwave back home; I asked about their thoughts on air conditioning. “It’s too energy intensive… one has to consider the greater good.” I point out that California’s abundant air conditioning is mainly powered by solar. “Yes, but still… it’s not good to use so much energy.” My optimism about Europe was not enhanced. There are a lot of undersea tunnels in the Faroes, connecting the islands, with plenty of additional projects underway. As a Californian, these are a mystical luxury. How can a nation of 55,000 people (Petaluma has more), and poorer per capita than my home state, possibly afford them? Per-unit length costs appear to be almost 30x lower than California’s. For example, the 11km Eysturoyartunnilin opened in 2020, and was evidently constructed for $14M per km. The bookstore contains many Faroese-language works. Approximately 200 new books are published each year; one for every 275 people. Ireland’s annual production is one for every 2,000 people or so. What does one learn from the Faroes? It feels clearly to the betterment of the world that they exist. Some of this is in the natural splendor, but some is also in seeing what a micro-nation is capable of. Are the Faroes an example of how clearly-defined polities are a bottleneck for the advancement of the world? To the extent that cultures establish the preconditions for anything, and to the extent that appreciation for and consumption of humanity’s creations are among the most durable sources of welfare, should we want more Faroes? Do the Faroes, with isolation enforced by maritime tyranny, hint at what is lost in global integration? Did Patrick Leigh Fermor encounter a new Faroe Islands every day? There were around 27 different languages spoken in France in 1900. How does one like the Faroes and like globalization?

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gabriel
gabriel@gabriel1·
the biggest unlock in free markets would be to perfectly determine how good someone is, both when hiring and internally promoting it's probably one of the biggest sources of randomness and one of the hardest things to know as it requires so much context
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Thorondor LLC retweetledi
bubble boi
bubble boi@bubbleboi·
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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cold 🥑
cold 🥑@coldhealing·
Bare minimum for holding a conversation: Paul Skallas, Landshark, Roon, The Last Psychiatrist, Sighswoon, Honor Levy, Tao Lin, Donald Boat, Bronze Age Pervert, Radfem Hitler, Rayne Fisher-Quann, Joe Weisenthal, Aella Girl
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Thorondor LLC
Thorondor LLC@ThorondorLLC·
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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Thorondor LLC
Thorondor LLC@ThorondorLLC·
I think they neutered o3
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Thorondor LLC
Thorondor LLC@ThorondorLLC·
@apralky You're correct, but why is it that the Stanford startupmaxxer is likelier to generate more shareholder value?
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yung macro 宏观年少传奇
can you imagine a random high performer from University of Buenos Aires debating a random Stanford startupmaxxer on some serious matter that they get a month to research... filters tell us the latter should eat the former for breakfast but the opposite will surely transpire!
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yung macro 宏观年少传奇
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
Thorondor LLC@ThorondorLLC·
Substack seems to be growing a ton rn
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Neal Khosla
Neal Khosla@nealkhosla·
AI psychosis implies the existence of therapist psychosis
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Thorondor LLC
Thorondor LLC@ThorondorLLC·
I can still competently code without LLMs but I somehow feel like a retard when Google searching (which I used to be competent at before)
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Thorondor LLC
Thorondor LLC@ThorondorLLC·
To be fair, I haven't used GPT-5 Pro that much. It might actually be really good, but I just don't have that many questions that require >5 mins of research time o3 was perfect in terms of time to finish research + depth/quality of responses (vs something like Deep Research)
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Thorondor LLC
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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Thorondor LLC
Thorondor LLC@ThorondorLLC·
When using Cursor/Claude Code, after a certain point the model fuses with your brain resulting in human <> machine symbiosis Your thoughts & LLM prompts subtly morph to give the best results and you can intuit if the model can actually solve a given task & how long it'll take
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