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Bit Wonk
7.7K posts
Bit Wonk
@bitwonk
Pragmatist. Humanist. Hardcore software dev. Dad. Pilot. Fan of what works. Don't remove a fence until you know why it was put there.
Katılım Nisan 2009
1.4K Takip Edilen194 Takipçiler
Bit Wonk retweetledi
This is SICK!!!!!! 🤯
If Randy Rhoads had done the Beat It Guitar Solo Instead of Eddie Van Halen..
Pure 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
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@MosabHasanYOSEF Come for the totalitarian belief system, stay for the inbreeding.
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A Muslim is not a race, not an ethnicity, not even a religion, it’s a totalitarian belief system that turns people into sleepwalkers trapped in a 7th-century dream state.
They believe without knowing, obey without questioning, and love an idea more than actual human beings.
What makes a Muslim a Muslim, when according to their own rules, most self-proclaimed Muslims don’t qualify?
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@Leigh_Phillips Try this, five billion years on this planet for one species to create space travel. Probably not a lot of spacefaring species thrown up out there.
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I wonder whether the answer to the Fermi Paradox is simply that once a civilization approaches AGI, everyone gives up due to the disappearance of meaning and then just—let me euphemize to avoid algo censorship—“goes away”.
Music without musicians, novels without novelists, mathematics without mathematicians, science without scientists, philosophy without philosophers. Even, eventually, after the robots arrive, labour without labourers.
And if we banned AI in order to preserve all this human endeavour and meaning, we would still know deep down, that we were just pretending, that the ban was only there so that we humans could still feel like we were doing the art, making the discoveries, wrestling with the ideas. The output would no longer matter; only the experience of the activity.
It was the following harrowing, humanist howl from a young mathematician, Kirwin Hampshire, about developments in his field in recent days that, well, prompted such bleak thoughts.
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@OpenSourceZone Not to worry, Ds will be fortified by several hundred million dollars in illegal foreign contributions laundered through ActBlue in 3... 2... 1...
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Bit Wonk retweetledi
Anthropic maintains that it is entitled to train for free on all the world’s output, even if the author objects. But if a competitor trains on Anthropic’s output after paying for it, that is IP theft. The hypocrisy is breathtaking.
Ole Lehmann@itsolelehmann
btw anthropic's internal document on this literally said "we don't want it to be known that we are working on this.” it was called project panama. here's exactly what happened: 1: anthropic concluded that books were the cheapest way to build a world-class model because they gave claude curated facts, structured arguments, compelling stories, and writing “an editor would approve of.” 2: once anthropic decided it needed books at enormous scale, its first solution was piracy. it downloaded 7m+ books from online libraries including libgen. the judge later wrote that although anthropic had legal ways to buy them, it chose piracy to avoid what dario amodei called the “legal/practice/business slog.” 3: that piracy created a massive legal risk. so in february 2024, anthropic hired tom turvey, the former head of partnerships for google books, to find a legally safer way of obtaining “all the books in the world.” 4: turvey first contacted major publishers about licensing their catalogs. those attempts didn’t produce agreements, so anthropic chose a route that required no publisher permission: buying millions of physical books through distributors and used-book retailers. 5: within about a year, anthropic spent tens of millions acquiring and scanning millions of books, including many rare and 1/1 titles. one vendor proposal targeted 500,000 to 2 million books in six months. 6: to scan that many books within months, the vendors physically dismantled them. a hydraulic cutter removed each spine. the pages were trimmed to size, fed as loose sheets through high-speed industrial scanners, and converted into searchable PDFs. the paper remains were then sent for recycling. 7: these PDFs were fed into claude as training data. the complete collection became a private, searchable anthropic library that the company planned to “store forever.” the scans aren’t available to the public and were never open-sourced.
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Bit Wonk retweetledi
There’s a rapidly disintegrating brand of American conservatism that is quickly on its way out the door because it’s believers wrap their entire worldview, philosophy, and preferred policies around the idea that the last 12 years simply didn’t happen.
You can’t continue to expect people to cling to this fiction that the state and all institutions in society (both public and private) should be neutral about questions of morality and virtue after all of us just got through watching institutionally-backed pride parades, institutionally-backed transgenderism, institutionally-backed DEI, institutionally-backed replacement migration, and institutionally-backed anti-White discrimination.
Classical liberals within the American Right keep wanting to relitigate a debate that’s already settled, because they understand what happens after a critical mass of people on the Right conclude, through their own first-hand experiences, that a particular vision of the good will always be publicly promoted and imposed at all times and in all places by someone, and that this vision is inevitably going to receive state backing, just like the Great Awokening did.
That’s what politics is. That’s what all laws are. Every act of legislation encodes a specific vision of right and wrong. There’s always a theological undertone to politics. You can’t escape this, and trying to do so simply hands power over to those who are all too willing to impose their political theology at your expense.
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Bit Wonk retweetledi
Bit Wonk retweetledi
Boris Cherny, head of Claude Code at Anthropic, on optimizing token cost and model use.
“I use Fable for everything"
There is probably a 50% opportunity to reduce the investment (on token cost). However, there may be a 1,000%, 10,000%, or even 100,000% opportunity to increase the return.
Therefore, I would simply use the most expensive model and focus on how to get more out of it. Ask yourself, ‘How do I increase the return?’ Do not focus primarily on cost-cutting."
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From "Scale" YouTube channel, (full video link in comment)
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@aerockrose PowerPoint had a role in the destruction of space shuttle Columbia and its astronauts.
edwardtufte.com/notebook/power…
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Jeff Bezos says Amazon banned PowerPoint because slides were too easy on the writer and too hard on everyone else.
The six-page memo did the opposite.
A senior person had to spend up to two weeks writing, rewriting, editing, and letting other people poke holes in it.
Then everyone sat in the room for 30 minutes and read it together.
That cut off the pretending, the skimming, and the college-style bluffing Bezos talks about.
Bezos says PowerPoint is designed to persuade.
He calls it a sales tool.
That is a problem when the meeting is supposed to search for truth.
A slide deck lets sloppy thinking hide behind bullets.
A memo forces complete sentences. Topic sentences. Verbs and nouns. The actual chain of cause and effect.
The burden moves to the person closest to the problem before the room makes the decision.
I think about this a lot in insurance.
Property owners often do real mitigation work and still get priced like nothing changed.
Defensible space was cleared.
Roof work got done.
Fuel was removed.
Documentation exists somewhere.
But the carrier does not reward the work because the work never arrives in a form an underwriter can trust.
At Argo, Kettle, and now RockRose, I have seen the same bottleneck from different seats.
Markets do not update on effort.
They update on evidence a pricing system can use.
We built RockRose to turn mitigation into a proof file that carriers can underwrite.
In Tahoe, one HOA went from more than $1.3M in premium to about $913K after the risk work became legible. Roughly $400K stayed with the community instead of leaving as premium.
Bezos was talking about meetings.
I hear the same issue in property risk.
When proof arrives as a pile of photos, emails, contractor notes, and old inspections, the market skims it.
When it arrives as an underwriting file, the conversation changes.
If you manage a high-risk property, HOA, or portfolio and you have already done mitigation work, DM me. We can help turn the work into an underwriting file before renewal.
Clip from Jeff Bezos on the Lex Fridman Podcast.
@JeffBezos @lexfridman
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@HedgieMarkets One difference, Lucent's hardware at the time was dated and borderline obsolete. I remember calculating the density of phone lines per circuit board and it was absurdly low, like five per 2' x 1.5' circuit board. Nvidia's gear, not so much.
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🦔The Wall Street Journal reported today that Nvidia is in talks to guarantee about $250 billion in debt so OpenAI can lease a giant data center in Ohio. A guarantee means Nvidia pays nothing now. It just promises lenders that if OpenAI can't pay, Nvidia will, which turns loans nobody wanted into cheap money. OpenAI then spends that money renting computing power from a site full of Nvidia chips. Nothing is signed, and all companies declined to comment.
My Take
Lucent did this in the 1990s. It lent telecom startups money to buy Lucent gear, revenue looked amazing, and when those customers went bankrupt the whole thing collapsed and Alcatel bought the corpse. Lucent's entire loan program peaked around $8 billion. Nvidia is talking about thirty times that for one customer.
The problem is OpenAI runs about $25 billion in revenue and expects to burn $27 billion in cash this year. Lenders saw those numbers and wouldn't fund the site unless someone richer backed it, so Nvidia raised its hand to guarantee its own sales. My guess is this deal, or one like it, gets signed, because everyone in the chain needs the buildout to keep going. If OpenAI grows into it, fine. If it doesn't, Nvidia owns the mess, and since Nvidia is the heaviest stock in the S&P 500, so does your 401k.
Hedgie🤗
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@firesidealpha ...still needs CUDA, mature software, etc. Lab wins ≠ deployed wins.
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Dylan Patel of SemiAnalysis says a worse GPU with better storage and memory now beats the best chip without them, so buying the newest GPU alone no longer wins inference. So, an AMD GPU with more memory can outperform Nvidia in some cases.
"So what we have is we have over $80 million of compute, GPUs from Nvidia, AMD, TPUs from Google, Trainium from Amazon, and we run this benchmark constantly on the newest inference engine, newest drivers, newest PyTorch version, whatever it is."
"Every day it runs on an automated CI, and we run it on all the latest Chinese models, from GLM, Zhipu, Moonshot, Kimi, Alibaba, all these models we run."
"Initially, when we were benchmarking the difference between these chips and different engines, different schemes for parallelism, we were just running it fixed context length."
"But now with Agent X, we've analyzed over $5 million worth of Claude Code traces. This is real production traffic that people have donated to us as well as internally generated. Now we know what the actual agent workload looks like."
"And then as we implement that and run those benchmarks, it turns out yes, the chip you're using is very important, but now even more important is how are you handling this memory offload?"
"And so while an Nvidia GPU is faster than an AMD GPU in most cases, because AMD GPUs have more memory, they actually end up outperforming in some cases."
"Or you can have a worse GPU, but a much better storage solution, and now you can outperform what the best GPU can do without those solutions. So just buying the newest and latest GPU alone doesn't get you the best inference economics."
"Actually, you need to layer in all these other innovations including storage and memory."
[ Who's the top player on your chart? ]
"That really is a difficult multivariable problem. And generally that means you need to have, yes, you need to have the best GPU, a GB300, but you also need to have the best storage solutions. And so I won't spoil who's the best right here, but I will say that storage solutions matter a lot and memory solutions matter a lot, as does your front-end networking. That matters a lot."
Fireside Alpha@firesidealpha
Dylan Patel of SemiAnalysis says Nvidia controls its 100-plus neo-clouds by pulling allocation and backstopping their loans, and utilizes the neo-clouds to spread their message. "Nvidia has a market of 100-plus neo-clouds. If a neo-cloud doesn't do what they want, they pull allocation from them." "They utilize them to spread their message, they have very strong control over them, they give them backstops on loans." "How are you going to get the SambaNova ecosystem out there, right? It's pretty challenging for any other hardware to be deployed if there aren't 100 people out there."
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DSA has all the energy in the Democrat Party right now. Here's what they want:
RNC Research@RNCResearch
DSA Co-Chair Megan Romer confirms their platform includes: - Abolishing the Senate, presidency, & Supreme Court - Abolishing ICE, borders, & prisons - Defunding the Pentagon - Mass amnesty for illegals
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Bit Wonk retweetledi
Guys, the details of the latest jihadist attack in Europe are psychotic.
Abdul Ballout was born in Berlin, but he left Germany for Lebanon.
Germany identified him as an Islamist threat, so they had him arrested in Lebanon and FLEW HIM BACK TO GERMANY to put him on trial for plotting terror attacks.
He was convicted and sentenced for terrorism offences in May 2026 but released on time served.
By July 2026 he was back on the streets.
German authorities told him to attend de-radicalisation counselling sessions.
He responded by carrying out a jihadist terrorist attack on a pride parade.
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Bit Wonk retweetledi
Dr. Tawfik Hamid, one of the most respected Islam specialists in the Arab world, says it without hesitation:
Palestinians are Arab Muslims who believe killing Jews is an act of worship, human sacrifice offered to Allah.
No matter what Israel does, they will not stop.
According to his research, this conflict ends only when every Jew is dead or converts to Islam.
This is not a land dispute. This is ideology.
Watch the video.
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Bit Wonk retweetledi
Anthropic: “We are disrupting thousands of industries by being able to replicate their products in just a few minutes using AI making all of their hard work pointless.”
Also Anthropic: “Chinese AI labs are replicating and ripping off our product making all of our hard work pointless.”
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Bit Wonk retweetledi
I remember in high school asking my teacher, “Will I ever use algebra later in life?” She said, “You won’t, but some of the smart kids will.”
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Bit Wonk retweetledi
Me: What sort of absolute unhinged maniac would create “trans dolls” with switchable genitalia aimed at 4-year-olds?!
*discovers it’s the work of Dianne Berg, one of WPATH’s leading experts and author of the Child Chapter in Standards of Care 8
*no longer even remotely shocked
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