darkseidz

4.9K posts

darkseidz

darkseidz

@darkseidzz

Finance, Investing, Technology, and AI. Supreme nerd of IT Procurement. Global Semi industry. Former Energy/Oil/LNG. $16M AUM (individual).

Texas, USA Katılım Ocak 2022
273 Takip Edilen254 Takipçiler
darkseidz
darkseidz@darkseidzz·
@DeryaTR_ Cancelled already. IMO it’s not a bug—they’re using Claude Mythos internally constantly and burning through their own usage.
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Derya Unutmaz, MD
Derya Unutmaz, MD@DeryaTR_·
After 15 min of asking Claude Code Opus 4.6 to continue where it left off. which had hit the limit, 90% of the limit was already used. A few minutes later, it was at 100%. Result: zero tasks completed! This is as bad as it gets. Clearly, the token-eater bug is still not fixed!
Derya Unutmaz, MD tweet media
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darkseidz
darkseidz@darkseidzz·
@njasapara @tszzl Wut? Jensen has been warning people for ages what's going to happen.
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Nirav Jasapara
Nirav Jasapara@njasapara·
@tszzl I don’t blame Dario; two months is forever in AI. Even he underpredicted how hard Claude would take over the enterprise wave x.com/bcherny/status…
Boris Cherny@bcherny

Working as hard as we can to make this better. It’s not easy growing at this rate, and it has been straining our services. Thanks for bearing with us. A number of significant improvements landed in the last few Claude Code releases and a few more on the way. Make sure you’re on the latest version.

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roon
roon@tszzl·
it is a little funny now how dario was on dwarkesh a month or two ago saying “other companies” were being irresponsible for buying so much compute
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The AI Investor
The AI Investor@The_AI_Investor·
Interesting, Pat Gelsinger just said in an interview recently: "As the center of gravity in AI shifts from training to inference, memory could become even more important than GPUs. The more intelligent we try to make AI, the stronger memory demand will remain." On the current the memory supercycle: "I don't see an end . Every cycle ends eventually, but the memory industry — and Korea — are set for many good years ahead." Micron, Samsung, SK Hynix
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darkseidz
darkseidz@darkseidzz·
@BenBajarin Yep, going to be a complete joke when Mythos equivalent models start dropping and then compound gains evolve every other month.
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Ben Bajarin
Ben Bajarin@BenBajarin·
Daily reminder the AI compute gap is a mile wide.
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David Senra
David Senra@davidsenra·
How a final round interview wth Tony Xu (@t_xu) at DoorDash goes: "I'm going to give you 20 minutes and you can ask me any question that you want. But after the 20 minutes expires, I'm going to give you $20 that you can use to go and acquire 100 customers for us, and you have eight hours to do so. But here's also a plane ticket, in case you want to quit the interview now and just move on and find somewhere else to work. So much of what we were trying to test for early on is someone who's going to do something to go and collect information, as opposed to someone who's going to collect data, scrape information from the internet and do some magical analysis on it. What if none of that information existed? You have to go and do things in order to actually collect information."
David Senra@davidsenra

My conversation with Tony Xu (@t_xu), co-founder & CEO of @DoorDash. 0:00 DoorDash MVP in 43 Minutes 1:39 How Delivery Worked in 2013 3:17 Small Business Roots and Insight 5:48 Why Restaurants First 8:24 Palo Alto vs San Francisco 11:03 Early Customers and Unit Economics 15:22 YC Summer Three Questions 19:50 The Hidden Complexity of Delivery 22:02 Competing on Invisible Details 23:54 Chaos Data and Experiment Loops 30:58 Trust Reset Every Day 31:30 Stanford Game Meltdown and Refunds 34:41 Scaling Through Experiments 37:37 Customer North Star Metrics 40:10 CEO Customer Support Habit 42:55 Anecdotes Versus Data 46:52 Eternal Mission Local Economies 50:09 Turning Data Into Merchant Growth 59:12 New Products Beyond Delivery 1:01:14 Autonomous Delivery Strategy 1:05:06 Hiring Rhodes Scholar Navy SEALs 1:12:46 Driver Switch Experiment 1:13:42 Who Delivers and Why 1:15:33 Hiring for Action 1:18:07 Earned Secrets via Experiments 1:20:01 Money vs Problem Solving 1:21:18 Thousand Days of Hell 1:26:04 Staying Sane as CEO 1:30:07 Ignore the Stock Price 1:31:44 Two Operating Systems 1:35:17 Internal Venture Stage Gates 1:38:17 Learning from Founder Peers 1:42:29 Jiu Jitsu Lessons 1:44:37 AI Changes the Loop 1:47:01 Data Needs Action 1:48:24 Closing Thoughts Includes paid partnerships.

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darkseidz
darkseidz@darkseidzz·
@Yuchenj_UW But can we use this for more than 5 minutes before burining through usage limits?
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darkseidz
darkseidz@darkseidzz·
@daniel_mac8 This is why usage is cucked after 5 minutes. They’re hogging Mythos all for themselves!
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darkseidz
darkseidz@darkseidzz·
@sundeep But can y’all help them with Blackwell/Rubins so we can actually use Claude without maxing out after two prompts? 😢 😭
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Sebastian™
Sebastian™@Azariel91·
A couple staying at a hotel in **Krabi, Thailand**, woke up around **5 AM** when one partner suddenly ran out crying and screaming that a **snake** was slithering across their neck on the bed. Staff were called, and they discovered a large **black cobra** hissing inside the room. The snake was safely captured and released back into the wild.
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BridgeMind
BridgeMind@bridgemindai·
68% of our community is still experiencing rate limiting with Claude Code today. This isn't one person complaining. This is two thirds of active vibe coders being throttled on plans they're paying for. Anthropic slashed Claude Opus 4.6 rate limits with no announcement. No transparency. No apology. And they're still doing it. 88 votes in 9 minutes. The community is fed up. If you're paying $20, $100, or $200/month and can't use Claude Code for more than an hour, you're not getting what you paid for. Cancel. Switch to Codex with GPT 5.4. Come back when Anthropic respects its customers.
BridgeMind tweet media
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darkseidz
darkseidz@darkseidzz·
@Ra1kshit @claudeai I’m done with it. @DarioAmodei had been too busy fighting Jensen over China to get proper infra built up. While they’ve somewhat reconciled with the recent backing, they’re still behind timelines…co-work will demolish token usage as it becomes more amazing.
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Rakshit (chessiro.com)
Rakshit (chessiro.com)@Ra1kshit·
Claude code is essentially unusable for me i hit 36% session limits in 15 mins. Just by using a single agent on my codebase. @claudeai you need to fix it. I'm on the 100$ plan btw
Rakshit (chessiro.com) tweet media
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Jumbo Shrimp
Jumbo Shrimp@JumboShrimp787·
@jtatarchuk For a company with such a monopoly power, it needs to be broken up into hardware, software and networking - as separate companies.
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Jeff Tatarchuk
Jeff Tatarchuk@jtatarchuk·
the nvidia monopoly is obvious and the silence is deafening.
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Jeffrey Emanuel
Jeffrey Emanuel@doodlestein·
This is crazy, this recent introduction of ridiculously low rate limits has basically rendered Claude Code useless to me. They really need to change this or I'm going to cancel all of my accounts soon. It kicks in with like 3 or 4 agents going at once.
Jeffrey Emanuel tweet media
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darkseidz
darkseidz@darkseidzz·
@deedydas This happened a few weeks ago btw, but still good!
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Deedy
Deedy@deedydas·
Legendary Don Knuth has now used AI to fully solve his Hamiltonian decomposition problem for odd and even cases. Opus 4.6 / 5.4 Pro solved the even case, wrote a proof in Lean and a “apparently flawless 14 page paper” Knuth: “We are living in very interesting times indeed.”
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Andrew Curran
Andrew Curran@AndrewCurran_·
Their CEO, Alex Zhavoronkov, told CNBC that Insilico has already developed at least 28 drugs using generative AI tools, with nearly half already at a clinical stage. They develop their models in Canada and the ME, and then conduct the early preclinical drug development in China.
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Will 🍳
Will 🍳@WillTheSkillet2·
@ChampRDS We will be pirating the fights from now on then. If you won’t commission artists for something as simple as fight promos then we won’t pay you to watch your fights. Baldy
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Championship Rounds
Championship Rounds@ChampRDS·
Dana White reacts to fans complaining about the UFC using AI for promo videos: "Give me a f*cking break. AI is coming, and if we're using AI who gives a sh*t. People are upset, and we should use artists? How about this. Shut the f*ck up and watch the fights."
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darkseidz
darkseidz@darkseidzz·
@kimmonismus You do realize, however, this is plummeting after this week's usage limits?!
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Chubby♨️
Chubby♨️@kimmonismus·
Claude is gaining paid subscribers faster than ever. More than doubled in <6months. Credit card data shows record new signups and returning users in Jan–Feb, driven by Anthropic's Super Bowl ads, the DoD feud over refusing military AI use for lethal ops, and the launch of Claude Code and Computer Use. Paid subs have more than doubled this year, though ChatGPT still leads overall.
Chubby♨️ tweet media
TechCrunch@TechCrunch

Anthropic’s Claude popularity with paying consumers is skyrocketing techcrunch.com/2026/03/28/ant…

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darkseidz
darkseidz@darkseidzz·
@Midnight_Captl @nvidia Oh yeah, absolutely they'll do great. I had just planned on getting Rivian R2 ASAP so the recent announcement abandoning Nvidia was just disheartening on a personal level.
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Midnight Capital LLC
Midnight Capital LLC@Midnight_Captl·
@nvidia invited me to San Francisco after GTC to experience its self-driving stack firsthand. In this video, Mo from the autonomous driving team breaks down how it works, and where robotaxis go from here. 0:57 - From L2++ to true L4 2:29 - Where the product stands today 4:55 - Jensen’s robotaxi vision 8:46 - Inside NVIDIA’s autonomy stack 13:17 - The path to production 19:02 - No LiDAR, no HD maps: what makes NVIDIA different 21:50 - Commercial rollout: Bay Area first, then beyond 29:30 - NVIDIA’s full robotaxi architecture 31:05 - OEM partnerships and business model 42:24 - Handling one of driving’s hardest scenarios 44:51 - Why Omniverse matters more than people think 55:44 - NVIDIA’s end-to-end autonomy platform Thanks again to Nvidia for having me out. It's very exciting to see all the progress they've made on their self driving platform. Hope you enjoy!
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darkseidz
darkseidz@darkseidzz·
@allenanalysis Great, but it only matters if people come out to vote accordingly.
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Keşfet

@DeryaTR_ @njasapara @tszzl @The_AI_Investor @BenBajarin @davidsenra @t_xu @Yuchenj_UW