Sabitlenmiş Tweet
Ulterior 🏔️
41.4K posts
Ulterior 🏔️
@boleroo
Master of the innerverse. Check my website for my blog. Free Palestine! 🇵🇸
Macedonia Katılım Nisan 2009
2.6K Takip Edilen994 Takipçiler
Ulterior 🏔️ retweetledi
“What stocks should I buy right now” Bro you need to be planting cabbage
English
Re the quoted tweet by Balaji, I am certainly not a fan of Balaji either, he's smart, but he's a Bitcoin maximalist. However, he has some good points in his post.
x.com/i/status/20344…
Balaji@balajis
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
English
@JTLonsdale @johnloeber Also, if you really care about the victims of the regime in Iran, you would also care about the Palestinian people brutally murdered by Israel.
English
@JTLonsdale @johnloeber This war might have dire consequences for the energy security globally, also it has significantly reduced US hegemony by Iran destroying your war bases in the middle east. So, I would say it's a pretty stupid war.
English
Balaji is a bright guy but he fled the USA and has set his mind totally against our future success.
He lives in a world where US is losing and China is winning. This is his fixation. It’s dangerous, and it’s wrong. And this war has embarrassed China, destroyed their 100 cargo planes of war materials and their military ally, and frustrates them.
It’s fair to disagree about the attack. But saying that its architects are guilty of any downside is childlike nonsense. They should be proud of their work and their courage to take on this evil.
If you’re against the war, do you get credit for the last two decades of literal mass torture and mass rape and repression by this regime, and its terror funding and death around the region? Do you get credit for “supporting” the billions it spends on social media bots and information operations to polarize the US against ourselves, and weaken the west? Do you also get credit for what would have been the next twenty years of that?
Are you, Balaji, responsible for that side of it? No?
But if you are for it, you get zero credit for fixing any of that, but blamed for ALL the possible downsides? Total BS.
The mullahs holding the region hostage shouldn’t get your help to blame others for the damage they do.
Geopolitics and war is complex and there are risks on all sides. There is risk in acting, and in not acting.
I’m really glad we are taking advantage of the massive innovation and competence gap that exists at this moment, and finally eliminating so much evil.
I hope for freedom for the Iranian people and know that the situation is hard and complex, but either way it is good to stop the bad guys and eliminate so many of the worst groups, who have done so much damage, from history. Nobody should get away with what those bastards did for so long; this was long overdue.
Balaji@balajis
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
English
@anselm_io @deepfates Benedikt Evans described the technological impact of LLMs similar to the internet and smart phones, I think that's fitting and I think that's "normal technology" with a normal curve of improvement that will slow down like previous tech.
English
@deepfates This is most people. It’s zero sum thinking that’s roughly correct as a wage slave in a stagnant world. Anyone who claims to see any value in anything must be grifting, because actual substantial new value that hasn’t been extracted yet is inconceivable.
AI is just truly new.
English
comments to this reminded me of a type of person. They think LLMs is just a huge grift and everyone working on them is a huckster. They don't understand that it is science and everyone working on them is desperately trying to figure out what is about to impact our planet
🎭@deepfates
@ChadNotChud I don't think this is true and neither do most people who work on them? seems like you're overly confident based on your anecdata
English
Some days I consume a few million tokens, while some days it's a couple of hundred thousands. I understand that it's always possible to do something in the background and our backlog is never ending, but give me a break.
P.S. I don't make that much of money.
TFTC@TFTC21
Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"
English
Ulterior 🏔️ retweetledi
I wonder what logical contortions are needed by Israelis to explain how they can boast the ruthlessness of Genghis Khan while simultaneously claiming the status of victim.
English
Ulterior 🏔️ retweetledi
Wow, I totally disagree with this statement. At the current state, AI actually amplifies the developer to developer difference. If you were a 10x developer, you had good ideas + architectural clarity, this is a brutal advantage when using AI. Steering is a fundamental part of today's AI development.
Rohan Paul@rohanpaul_ai
Chamath on how AI agents are making the "10x engineer" distinction disappear because the most efficient "code paths" are now obvious to everyone. Just as AI solved chess and removed the mystery of the best move, AI is doing the same for coding, making the process reductive and removing technical differentiation. "I'm going to say something controversial: I don't think developers anymore have good judgment. Developers get to the answer, or they don't get to the answer, and that's what agents have done. The 10x engineer used to have better judgment than the 1x engineer, but by making everybody a 10x engineer, you're taking judgment away. You're taking code paths that are now obvious and making them available to everybody. It's effectively like what happened in chess: an AI created a solver so everybody understood the most efficient path in every single spot to do the most EV-positive (expected value positive) thing. Coding is very similar in that way; you can reduce it and view it very reductively, so there is no differentiation in code." --- From @theallinpod YT channel (link in comment)
English
Ulterior 🏔️ retweetledi
This BullshitBench result goes a long way toward explaining the widespread intuition that Claude is the best daily driver, despite Google and OAI’s eye-popping benchmarks.
Contrast BullshitBench with the problem-solving benchmarks. All of the latter presuppose correct solutions.
But in real life, problems are poorly defined and it’s often unclear what questions are worth asking or even have answers. You need a model that can steer you off the wrong path — ie, call bullshit.
English
I am not sure that Astral under OpenAI and Bun under Anthropic is the best for users of these open source libraries. These companies are struggling with profitability and they can make decisions that will hurt many companies relying on these libraries.
English
Postman used 800MB of RAM 🤯
So my friend built a better API client ⚡
ApiArk is a local-first API client built with Tauri + Rust 🦀
- No login 🔒
- No cloud ☁️❌
- No telemetry 👀❌
Supports REST, GraphQL, gRPC, WebSocket, SSE and MQTT.
apiark.dev
English
The tragedy here is that Ursula is clearly an Israeli asset
POLITICOEurope@POLITICOEurope
EXCLUSIVE: Slovenia’s PM Robert Golob has urged European Commission President Ursula von der Leyen to investigate accusations that Israeli spy firm Black Cube interfered in the country’s election campaign, according to a letter we obtained. politico.eu/article/robert…
English
Israeli company has interfered in the Slovenian elections
Martin Konečný@MartinKonecny
Slovenian PM’s letter
English
Utmost respect, putting hos life on the line to make the world know of the crimes of Israel. This man is a hero.
Steve Sweeney@SweeneySteve
Today I$rael tried to kill me in a targeted airstrike in southern Lebanon as I was reporting on was the targeting of bridges and the forced displacement of 1 million people, an ethnic cleansing operation on a larger scale than the Nakba I have absolutely no doubt that this was deliberate. Despite claims there were no warnings ahead of the strike and no notifications sent to the Lebanese Army who allowed us to film As we have seen in Gaza they want to silence journalists who document and report their war crimes It is the western powers who provide political and military support for I$rael, arming it to the teeth to carry out genocide in Gaza and ethnic cleansing here in Lebanon. They are not simply complicit, but active participants and should be held accountable for their actions. But if I$rael thinks today’s strike will silence us and keep us out of the field they are very, very mistaken
English
Ulterior 🏔️ retweetledi
BESSENT: U.S. MAY UNSANCTION IRANIAN OIL ON WATER IN COMING DAYS -FOX BUSINESS NETWORK INTERVIEW
English
Ulterior 🏔️ retweetledi
CHART OF THE DAY: The White House is fighting to keep the price of WTI crude oil under $100 a barrel.
But for America's Main Street what truly matters isn't the price of crude, but the cost of refined products — and those are rising fast.
Link to my @Opinion column on reply.
English
Ulterior 🏔️ retweetledi
"You have family-owned businesses that have been around for 500 years. You cannot name a corporation that survives intact for even a few decades." - Nassim Nicholas Taleb
English
Ulterior 🏔️ retweetledi
