binmoon
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Sam Altman@sama
come for the best model, stay because we don’t treat you with contempt
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@dieworkwear Andrew is one of the biggest grifters out there. He ain’t worth shit and will be forgotten
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binmoon retweetledi


@clippedszn We’d be better off as a whole if Adin moved and left the internet.
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Chamath reveals his company's AI token costs are doubling every 45 days but productivity is only up 5%
"I sat down with my CTO today, I said how are we doing on token spend. And he said the most incredible thing, he said right now, our token costs are doubling every 45 days. I said well what is the downstream productivity? And he said maybe 5% max."
"So my costs are doubling every 45 days, my upside is essentially flat. He said honestly, what we're finding out is that you need to use a lot more tokens to get to this next iteration of improvement because we've effectively already asymptoted."
"We're going to take a step back and try to figure out what to do. I don't know how many other companies will actually go through this reckoning now, but the point is everybody in the next three or four years will for sure go through it."
"I suspect that if you can get out now, you should get out now before all of that starts to seep into the water table. Because I think that's probably what allows you to get out at a huge price and raise a huge amount of money."
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One of the more interesting Grok bull cases I heard at ICML was this:
The core idea is that xAI may actually be better positioned than OpenAI Codex in the coding-agent market.
The reason Claude Code is currently leading in coding agents is not just model quality. Claude Code effectively pioneered the category at scale, which gave it one of the largest user pools in the industry. More users mean more real-world coding data. That data can then be used to improve Claude Code’s quality, which attracts even more users, creating a flywheel of more users, more data, and a better product.
Seen through this lens, xAI’s acquisition of Cursor starts to make a lot more sense.
Cursor likely has a much larger real-world user base and coding dataset than Codex. If xAI can effectively train on and leverage that data, the argument is that overtaking Codex may only be a matter of time.
I just saw some reactions to Grok 4.5 on my X timeline, and the feedback seems more positive than I expected.
Is this thesis starting to play out?
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@EsmailGamber @AutisticClip Didn’t Alex get caught with trans porn pulled up on his phone?
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Piers Morgan reveals investors just valued his Uncensored media empire at $145,000,000 after ITV forced him out over his Meghan Markle comments.
He’s owned it for just 18 months. It’s now worth 100 years of his old salary at ITV.
PIERS MORGAN: “We announced yesterday we’ve just finished an investor round on Uncensored.”
“It’s got four and a half million subscribers now, generates a lot of cash from advertising and sponsorships.”
“I knew I had to build a business which would actually in the end become much less reliant on me. So I decided to take Uncensored as the brand of the business.”
“And we’ve just done World Cup Uncensored… And that’s blown up as well. We’re doing bigger numbers than Gary Lineker’s show, which Netflix paid $14 million for.”
“We don’t pay anyone to market our content. We do it all ourselves.”
“The investors have valued the business $145 million US.”
KARL STEFANOVIC: “But how many years?”
PIERS MORGAN: “I’ve only owned it a year and a half.”
“We’ve got a business worth nearly $150 million in 18 months.”
KARL STEFANOVIC: “Congratulations.”
PIERS MORGAN: “I think the sky’s the limit for this stuff.”
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@BillAckman Bill I don’t think you should be using your phone on Saturday’s
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I don’t understand who is going to invest in a $300 billion reconstruction fund for Iran. The U.S. is not doing so, and why would the Qataris or any other country in the Middle East that was just attacked by Iran invest one penny to support Iran’s reconstruction?
Most of the damage inflicted on Iran was directed to military targets. Why would anyone want to help Iran rebuild its military capabilities?
Even if the funds were limited to humanitarian-related infrastructure, if there is such a thing, money is fungible, and we know the first freed up dollar will go to rebuild Iran’s ballistic and nuclear capabilities.
What am I missing?
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@clashreport The illusion is collapsing in on itself. Modernity has caught up to the apartheid state.
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Big fan of the Islamic explanation for the specificity of the heifer scarfice which is that the Israelites were being incredibly annoying asking for more specifics on which cow to sacrifice until God kept adding conditions until it became nearly impossible to find.
The Calvin Coolidge Project@TheCalvinCooli1
🚨New: A perfect Red Heifer has been born in Israel according to the Temple Institute
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