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@g4llo

🇵🇸 | Crypto | Ai | Geopolitics

Katılım Aralık 2017
3.9K Takip Edilen1.1K Takipçiler
skhlgnev
skhlgnev@Suheil7020·
@ireallyhateyou After everything that has happened, are you saying that they are not terrorists? You clearly have no idea what’s going on in Lebanon, Syria and Gaza, or what these paedophile, rapist terrorists are up to.
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B.M.
B.M.@ireallyhateyou·
"Most of us here are guys whose views are extreme right. It's death to Arabs, across the board. For me, a five-year-old Arab child is the terrorist of 20 years from now. Every Arab." A student at Mechinat Lod, a Judeo-Nazi military preparatory program, describes his views, shared by his fellow soon-to-be-soldiers mechinistim. During the 2021 Dignity Uprising, the mechina in Lod turned into a Kahanist terrorist base - hundreds of armed settlers flocked into the so-called "mixed city" (euphemism for "mostly ethnically cleansed city") to attack Palestinians, and the mechina served as their "war room". Clip from a Channel 12 piece aired on January 23.
B.M.@ireallyhateyou

- "Let's talk about the danger we're facing... called Israeli Arabs" - "Next October 7 it will be people with Israeli IDs, walking all around... It'll be total chaos" Hadar Miller, former Deputy Mayor of Lod, interviews Jewish Power MK Almog Cohen. For a few years now, the Israeli right-wing has been intensifying its incitement against 48 Arabs, setting the stage for an outbreak of a genocidal "civil war" launched against them. Worryingly, things seem to be nearing a boiling point in that regard. Miller resigned from her position as deputy mayor just a short time after she got the job. She refused to stay in the municipal coalition with local Palestinian representatives who participated in a rally commemorating the May Uprising of 2021. It is worth mentioning that Lod is an ethnically cleansed Palestinian city, uprooted and destroyed in 1948. Most of its original inhabitants are refugees to this day, including many in Gaza. It is now a so-called "mixed city" with a Jewish majority and a racist mayor from the Likud (see QT.) Posted on Facebook on September 30.

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Zach Abramowitz
Zach Abramowitz@ZachAbramowitz·
@ggreenwald I’ve Ben following you and reading you for years. You were better when you weren’t so unoriginal
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Glenn Greenwald
Glenn Greenwald@ggreenwald·
I can't think of a more glaring and revealing political irony than a politician who called his ideology "America First" proudly *boasting* that he's far more popular in Israel than in his own country: in fact, so popular there that he could be elected Prime Minister of Israel.
Aaron Rupar@atrupar

Trump: "I'm right now at 99% in Israel. I could run for prime minister, so maybe after I do this, I'll go to Israel and run for prime minister."

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pcsfast
pcsfast@cps23800·
@basedjensen Why because he pushes too hard and they can’t take it?? so be it, that’s why he’s Elon and everybody else isn’t. That’s why he had success that nobody else does. He doesn’t quit he doesn’t let up. Stop acting like that’s a bad thing.
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Mitch Jackson, Esq.
Mitch Jackson, Esq.@mitchjackson·
Fun fact for the $10 billion lawsuit crowd. The IRS leak that exposed Donald Trump’s tax returns happened between August 2019 and November 2020. 405,427 other taxpayer returns were also leaked. Trump was president. His own pick, Charles Rettig, ran the IRS. The contractor who did it, Charles Littlejohn, worked on a Trump-era IRS contract and is now serving five years in federal prison. On January 29, 2026, Trump sued the IRS and Treasury for $10 billion over a breach that happened on his watch, under his commissioner, by a contractor his administration paid. He is suing the federal government he ran, for failing to stop a leak that occurred while he was running it. The taxpayer foots the bill either way.
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ǤλⱠⱠØ
ǤλⱠⱠØ@g4llo·
@AriDavidPaul @NickKristof You’re incredibly brainwashed… I get it tho, you’ve been groom since birth into a persistent state of unconditional loyalty to the Zionist Death Cult. It’s over bro.. the world has woken up. When will you?
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Ari Paul
Ari Paul@AriDavidPaul·
@NickKristof How many times do these need to get retracted and debunked. Having the NYT repeat already falsified blood libels from the same sources, retraction after retraction is…I don’t know what it is.
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Nicholas Kristof
Nicholas Kristof@NickKristof·
This is a hard article to read, but I hope you'll do so. I've spent some time reporting on widespread rape and other sexual violence of Palestinian male and female prisoners by Israeli authorities, and the article is now published. The assault victims were warned not to give speak of what they endured -- they were sometimes told they would be killed or raped if they gave interviews -- but they found the courage to do so. One man described being raped three times in a single day in Israeli prison, the third time after he tried to protest. A young woman said the guards would come in at the beginning of each shift and strip her naked and abuse her. Another reported that she was shown photos of herself being raped and warned they would be released unless she cooperated with Israeli intelligence. Even three children who had been detained told me they had been sexually abused. Look, whatever our position on the Middle East, we should be able to agree on being anti-rape. Sexual assaults were horrific when Israeli women were targeted on Oct. 7, and they're equally horrific when Israeli authorities use them against Palestinians day after day after day. We should be able to find common ground in opposing rape. Here's a gift link to the article: nytimes.com/2026/05/11/opi…
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Dad
Dad@vwapx·
@FearedBuck Always bringing politics where it has no place to make everybody uncomfortable, make half the people uncomfortable just to get a clip later online
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FearBuck
FearBuck@FearedBuck·
Pete Davidson made a Charlie Kirk joke toward Tony Hinchcliffe and calls Ye a ‘gay Nazi’ during Kevin Hart’s roast. “Tony reminds me of Charlie Kirk, and that’s he’s definitely been on camera letting a guy unload in his throat. Oh you don’t know me? yeah ‘Kill Tony.’ Please someone fucking ‘Kill Tony.’ Tony nothing you say tonight will hurt my feelings. I was in a beef with Kanye so I’ve taken shots from better gay Nazis” (via: @Netflix)
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Arnaud Bertrand
Arnaud Bertrand@RnaudBertrand·
This (arabnews.com/node/2642938) is, by any measure, an extraordinary article: Prince Turki Al-Faisal is a son of King Faisal and ran Saudi intelligence (the GID) for over two decades. He is writing that the plan of "the US-Israeli war on Iran" was "to ignite war between us [Saudi Arabia] and Iran," so that Israel could "impose its will on the region and remained the only actor in our surroundings." This further confirms that, contrary to what many have asserted, the notion that the Saudis were quietly backing the war on Iran was a myth (alongside the recent fact the Saudis denied the U.S. access to its bases and airspace: x.com/RnaudBertrand/…). From the horse's mouth they're literally saying it was as much a war on them as it was on Iran! Pretty crazy when you think about it: this is Saudi Arabia saying that their real enemy in this war was the U.S. and Israel. Hard to overstate how significant a rupture this represents. Now of course they could be saying so because, seeing how the war turned out, they're trying to retroactively position themselves on the winning side (at least strategically, by saying they didn't take the bait), or trying to justify domestically why they absorbed hits from Iran without retaliating. And, of course, it's not like they're presenting Iran as some sort of ally here: Prince Turki explicitly calls them a "neighbor" that caused "pains." But still, the end result remains: the Saudi establishment is now committing, on the record and in plain language, to a framing in which, while Iran is a "painful neighbor", the U.S. and Israel represent the deeper strategic threat, having tried to engineer their destruction. If you had any lingering doubt that this war accelerated the collapse of U.S. influence in the region, this should settle it.
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ǤλⱠⱠØ
ǤλⱠⱠØ@g4llo·
@theweb3jess @CoinDesk Well said… the industry is currently experiencing peak cringe. It’s honestly embarrassing to tell people you invest in the space.
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Jess | founder CEO @ Blockus
Jess | founder CEO @ Blockus@theweb3jess·
Incredibly bad take, Jen. It’s not the women’s problem. It’s not the venue’s problem. It’s a @CoinDesk problem. They used to be a respected voice in this industry. This event marks their official decline — a total fall from grace. 🧵 2/ Let’s talk accountability. Organizers took massive fees from sponsors and delivered crap. If you’re going to host at E11, the bare minimum is ensuring the performers are taken care of. A real organizer would’ve used sponsor money to provide guests with stacks for the girls. They did nothing. 💵 3/ It wasn't "cabaret vibes" — it was full-on racket stripping vibes where the performers were clearly suffering. You can’t claim to "respect" the women working while the organizers pocket the overhead and leave the performers in a chaotic, poorly managed environment. 4/ Crypto events at E11even always get this much attention. It’s not a "win" for press; it’s a repetitive, lazy spectacle. There is nothing wrong with stripping as work, but there is everything wrong with making it the central spectacle of an official industry afterparty. ❌🙅🏻‍♀️❌ 5/ It is deeply disappointing to see another female leading voice in Web3 publicly playing the "pick me" card. You don’t have to minimize other women’s valid professional concerns just to feel like the "cool, unbothered" girl who’s been here since 2016. 👎 6/ Why is hosting official events at strip clubs disrespectful? Because it forces a choice. Networking is where deals happen. When you make a strip club the "official" hub, you force women to choose between their professional growth and their personal boundaries. 7/ It reinforces a hierarchy where women are the "background entertainment" rather than the peers at the table. It’s lazy, it’s regressive, and it’s a middle finger to the professionalization we’ve been fighting for. ✍️ 8/ We should be raising the bar, not celebrating the "trench" mentality of 2016. If we want Web3 to be taken seriously, we need leaders — and media outlets like CoinDesk — who actually act like it. Done. 🎤
Jen || OKX@adultarts

tbh if you are judging people for going to e11, then i'm judging you. it's a pinnacle of miami nightlife, every major event that takes place in miami has after parties at e11. and the problem isn't the venue, what happens there, and most certainly not the women who work there. a lot of ppl tweeting under the guise of respecting women have 0 idea what that means. so anyways ya is it kinda funny ppl got there at 7 pm? sure but props to the organizers. you never see crypto events getting this much press. let people have fun. we need more of that sometimes. anyways here's me, working while at e11 in 2016. guess we really are back ... only this time i was trenching 😭🤣

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ǤλⱠⱠØ
ǤλⱠⱠØ@g4llo·
@adultarts @theweb3jess @CoinDesk You know what would generate a ton of press… you stripping off OKX merch and twerking naked at the next eleven after party. You should do it.. show the crypto puritans how is its done. Your career can only benefit from it.
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Jen || OKX
Jen || OKX@adultarts·
I was DEF not at a crypto event in 2016 I was with clients for a basel event not playing pick me, clearly, but nice to use a term agaisnt us to each other - I know its an unpopular opinion I said what I said, no one forced you to go. I got there at 1:30 am bc I was at other events but wanted to see some people. had great convos. was a well curated room IDK maybe my focus wasnt on anything else bc I actually was discussing deals? Idk what ppl are optimizing w/ in press but no one reads and got multiple texts from normie w/ screenshot of articles saying omg is crypto back so 🤷‍♀️ I dont think most crypto events are done in a way to make people comfortable & thats why I did what I did w/ the ord houses ... just crazy bc e11 has been around forever - if you dont like that vibe dont go ya know? also 90% of ppl ended up there every night anyways feels like the whole space is being loudest about the most irrelevent things anyways I respect ur opinion didnt think anyone would see my tweet hopefully ppl rsvp better later also doing events there has crazycost - miami expensive af city hahah
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2001 Live
2001 Live@25YearsAgoLive·
Melania Knauss, Donald Trump’s Slovenian girlfriend, achieves a green card, granting her permanent residency in the United States.
2001 Live tweet media
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Umesh Kumar Yadav
Umesh Kumar Yadav@Umesh__digital·
Dennis Ritchie created C in the early 1970s without Google, Stack Overflow, GitHub, or any AI ( Claude, Cursor, Codex) assistant. - No VC funding. - No viral launch. - No TED talk. - Just two engineers at Bell Labs. A terminal. And a problem to solve. He built a language that fit in kilobytes. 50 years later, it runs everything. Linux kernel. Windows. macOS. Every iPhone. Every Android. NASA’s deep space probes. The International Space Station. > Python borrowed from it. > Java borrowed from it. > JavaScript borrowed from it. If you have ever written a single line of code in any language, you did it in Dennis Ritchie’s shadow. He died in 2011. The same week as Steve Jobs. Jobs got the front pages. Ritchie got silence. This Legend deserves to be celebrated.
Umesh Kumar Yadav tweet media
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ǤλⱠⱠØ
ǤλⱠⱠØ@g4llo·
@trading_axe Dang… looks like Dana tip the scale. Chamiev didn’t dominate but he won that fight.
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Fansini
Fansini@TheTropaion·
@luo_yuehan Martin Jacques sounds like a man more bedazzled by shiny objects than by freedom.
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Johannes Maria
Johannes Maria@luo_yuehan·
A Visit to China Will Fundamentally Change Your Worldview, Argues British Scholar Visiting China is a transformative experience that will permanently alter how you see the world, according to British academic and author Martin Jacques. In a powerful statement, he argues that for those accustomed to a Western-centric viewpoint, experiencing China firsthand shatters the illusion that the West remains the center of the universe. Shifting the Global Center of Gravity "If you go to China, you'll never ever see the world in the same way again. Never," Jacques begins. He explains that the "Western mind always has the West at the center of it," a perspective that is immediately challenged upon arrival in China. "You go to China and you realize that actually, we're not the center of the world anymore," he states, suggesting the new center is "somewhere around here." In his view, China's modernity is now "well in advance... of anything in the West." This rapid development signals a fundamental shift in global dynamics, positioning the nation not just as a major player but as a new focal point for the world. Understanding a New Kind of Power Jacques asserts that China is "already a great power," but one that cannot be properly understood through a "Western prism." He cautions against expecting to comprehend its rise in purely Western terms. He goes further, arguing that China is "probably the global leader, more important than the United States." He believes this is not a fleeting trend but a continuous process that will reshape the international order. Instead of the long-standing "westernization of the world," he suggests we are now witnessing the "sinicization of the world." However, he clarifies that China's ascent will not be a simple replica of the Western model. "I think it'll be different in all sorts of ways," he concludes, "and that's what's going to be so interesting."
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Mel
Mel@Villgecrazylady·
Soooo a Jewish dude traveled from Midland Texas to Washington DC on Monday where he opened fire on the Vice President’s motorcade, shooting a bystander before he was shot by the Secret Service and it barely makes a blimp in the news. Not a single person on the Right who was hysterical over that fake and ghey WHCD “shooting” said a damn thing about this very real Monday shooting. We know damn well if it had been a Muslim they would’ve lost their flippin minds.
Mel tweet media
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vonju
vonju@VonJu0·
If this interpretation is right, then the smartest thing xAI did wasn’t building Colossus. It was realizing a mixed GPU cluster is terrible for frontier training… but potentially incredible for inference leasing. That completely changes the narrative from “AI lab burning cash” to “AI infrastructure landlord printing cash flow.”
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Jukan
Jukan@jukan05·
Why did xAI hand over a 220,000-GPU cluster to Anthropic? The technical backdrop to xAI's decision to hand Colossus 1 over to Anthropic in its entirety is more interesting than it appears. xAI deployed more than 220,000 NVIDIA GPUs at its Colossus 1 data center in Memphis. Of these, roughly 150,000 are estimated to be H100s, 50,000 H200s, and 20,000 GB200s. In other words, three different generations of silicon are mixed together inside a single cluster — a "heterogeneous architecture." For distributed training, however, this configuration is close to a disaster, according to engineers familiar with the setup. In distributed training, 100,000 GPUs must finish a single step simultaneously before the cluster can advance to the next one. Even if the GB200s finish their computation first, the remaining 99,999 chips have to wait for the slower H100s — or for any GPU that has hit a stack-related snag — to catch up. This is known as the straggler effect. The 11% GPU utilization rate (MFU: the share of theoretical FLOPs actually realized) at xAI recently reported by The Information can be read as the numerical fallout of this problem. It stands in stark contrast to the 40%-plus MFU figures achieved by Meta and Google. The problem runs deeper still. As discussed earlier, NVIDIA's NCCL has traditionally been optimized for a ring topology. It works beautifully at the 1,000–10,000 GPU scale, but once you push into the 100,000-unit range, the latency of data traversing the ring once around becomes punishingly long. GPUs need to churn through computations rapidly to keep MFU high, but while they sit waiting endlessly for data to arrive over the network fabric, more than half of the silicon falls into idle. Google sidestepped this bottleneck with its own custom topology (Google's OCS: Apollo/Palomar), but xAI, by my read, has not yet reached that stage. Layer Blackwell's (GB200) "power smoothing" issue on top, and the picture comes into focus. According to Zeeshan Patel, formerly in charge of multimodal pre-training at xAI, Blackwell GPUs draw power so aggressively that the chip itself includes a hardware feature for smoothing power delivery. xAI's existing software stack, however, was optimized for Hopper and does not understand the characteristics of the new hardware; when it imposes irregular loads on the chip, the silicon physically destructs — literally melts. That means the modeling stack must be rewritten from scratch, which in turn means scaling is far harder than most of us imagine. Pulling all of this together points to a single conclusion. xAI judged that training frontier models on Colossus 1 simply was not efficient enough to be worthwhile. It therefore moved its own training workloads wholesale onto Colossus 2, built as a 100% Blackwell homogeneous cluster. Colossus 1, on the other hand — whose mixed architecture is far less crippling for inference, which parallelizes more forgivingly — was leased in its entirety to an Anthropic that desperately needed inference capacity. Many observers point to what looks like a contradiction: Elon Musk poured enormous capital into building Colossus, only to hand the core asset over to a direct competitor in Anthropic. Others read it as xAI capitulating because it is a "middling frontier lab." But these are surface-level reads. Look at the numbers and a different picture emerges. xAI today holds roughly 550,000+ GPUs in total (on an H100-equivalent performance basis), and Colossus 1 (220,000 units) accounts for only about 40% of the total available capacity. Colossus 2 — built entirely on Blackwell — is already operational and continuing to expand. Elon kept the all-Blackwell homogeneous cluster (Colossus 2) for himself and leased out the older, mixed-generation Colossus 1. In other words, he handed the pain of rewriting the stack — the MFU-11% debacle — to Anthropic, while keeping his own focus on training the next generation of models. The real point, then, is this. Elon's objective appears to be positioning ahead of the SpaceXAI IPO at a $1.75 trillion valuation, currently floated for as early as June. The narrative SpaceXAI now needs is that xAI — long the "sore finger" — is not merely a research lab burning cash, but a business with a "neo-cloud" model in the mold of AWS, capable of leasing surplus assets at high yields. From a cost-of-capital perspective, an "AGI cash incinerator" is far less attractive to investors than a "data-center landlord generating cash." As noted above, the most important detail of the Colossus 1 lease is that it is for inference, not training. Unlike training, inference requires far less tightly synchronized inter-GPU communication. Even when the chips are heterogeneous, the workload parcels out cleanly across them in parallel. The straggler effect — the chief weakness of a mixed cluster — is essentially neutralized for inference workloads. Furthermore, with Anthropic occupying all 220,000 GPUs as a single tenant, the network-switch jitter (unanticipated latency) that arises under multi-tenancy disappears. The two sides' technical weaknesses end up complementing each other almost exactly. One insight follows. As a training cluster mixing H100/H200/GB200, Colossus 1 was an asset that could only deliver an MFU of 11%. The moment it was handed over to a single inference customer, however, that asset transformed into a cash-flow asset rented out at roughly $2.60 per GPU-hour (a weighted average of the lease rates across GPU types). For xAI, what was a "cluster from hell" for training has become a "golden goose" minting $5–6 billion in annual revenue when redeployed for inference. Elon's genius, I would argue, lies not in the model but in this asset-rotation structure. The weight of that $6 billion becomes clearer when set against xAI's income statement. Annualizing xAI's 1Q26 net loss yields roughly $6 billion in losses per year. The $5–6 billion in annual revenue generated by leasing Colossus 1 to Anthropic, in other words, almost perfectly hedges xAI's loss figure. This single deal effectively pulls xAI to break-even. Heading into the SpaceXAI IPO, this functions as a core line of financial defense. From a cost-of-capital standpoint, if the image shifts from "research lab burning cash" to "infrastructure tollgate stably printing $6 billion a year," the entire tone of the offering can change. (May 8, 2026, Mirae Asset Securities)
Jukan@jukan05

What the SpaceX–Anthropic Deal Means Two weeks ago, we published a note laying out what GPT-5.5's release implied. The conclusion was simple: whoever secures compute first, in greater volume, and with greater reliability ultimately takes the win. With OpenAI's 30GW roadmap dwarfing Anthropic's 7–8GW, we closed by arguing that the structural advantage on compute sat with OpenAI. Less than a fortnight later, that conclusion is being tested. On May 6, Anthropic signed a single-tenant lease for the entirety of Colossus 1 with SpaceXAI — the infrastructure subsidiary that consolidates Elon Musk's xAI and SpaceX. The asset carries more than 220,000 GPUs and 300MW of power, and crucially, is scheduled to come online within this month. It served as the capstone of Anthropic's April blitz, which added 13.8GW of cumulative capacity over the span of a single month. On headline numbers alone, OpenAI took more than a year to stack 18GW; Anthropic has put 13.8GW in the ground in thirty days. The takeaways break down into three. First, the compute pecking order has been redrawn again. Anthropic has now swept up the AWS expansion (5GW, with $100B+ in spend commitments over a decade), Google + Broadcom (3.5GW of TPU), Google Cloud (5GW alongside a $40B investment), and now SpaceXAI's Colossus 1 (0.3GW). Cumulative committed capacity, inclusive of pre-April allocations, sits at 14.8GW. This is still only half of OpenAI's 2030 target of 30GW, but the fact that the SpaceX lease will be live inside a month makes "deliverability" a qualitatively different proposition. Second, Elon Musk is the plaintiff in an active lawsuit against OpenAI — and at the same time, the supplier handing 220,000+ GPUs and 300MW of power, in one block, to OpenAI's most formidable competitor. The timing matters: the deal was struck in the middle of the Musk–Altman trial. We read this as a deliberate pincer with OpenAI in the middle. In the courtroom, Musk works to dismantle the moral legitimacy of OpenAI's leadership; in the market, he arms Anthropic to absorb OpenAI's revenue and user base. Third, the structure is financial-engineering perfection — a clean win-win for both sides. xAI can recognize $6B of annual revenue from a single contract, an amount that almost precisely offsets its Q1 2026 annualized net loss of $6B. It also accelerates the cleanup of SpaceXAI's pre-IPO balance sheet, with the entity now being floated at around $1.75T. Anthropic, on the other side, converts roughly $5B of spend into what it expects to be $15B of ARR via the coming inference-revenue surge. (Mirae Asset Securities, May 8, 2026)

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Goodfire
Goodfire@GoodfireAI·
Neural networks might speak English, but they think in shapes. Understanding their rich *neural geometry* is key to understanding how they work – and to debugging and controlling them with precision. Starting today, we’re releasing a series of posts on this research agenda. 🧵
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dylan ツ
dylan ツ@demian_ai·
The geometry of thought. Every LLM on earth can speak fluent English. None of them think in English. I have been trying to find a way to explain this to a non-technical friend for about a year, and I have mostly failed, because the standard explanation requires the listener to picture an abstract space they have never seen. The breakthrough I finally landed on came from an old map. In 1569, a Flemish cartographer named Gerardus Mercator published the projection of the world that bears his name. The Mercator projection takes the surface of a sphere and prints it on a flat rectangle, in a way that preserves angles but distorts areas. Greenland looks the size of Africa even though Africa is fourteen times larger. Antarctica becomes an enormous strip along the bottom of the map. The proportions of the world, in the Mercator projection, are confidently and consistently wrong. We kept using it anyway, for four hundred years, because it has one priceless property. If you draw a straight line on a Mercator map, that line is a constant compass bearing. A captain in 1600 could plot a route from Lisbon to Recife with a ruler and a protractor and arrive somewhere close to where he intended. The Mercator projection is wrong about what the world looks like. It is right about how to navigate the world. We agreed, collectively, to lie about the shape of the planet in exchange for being able to find our way around it. This is what LLMs do with thought. Inside any modern frontier model, concepts do not live as words. They live as positions in a very high-dimensional space, with a particular geometric structure. Goodfire's recent work, which is the clearest public demonstration of this, shows the shape directly. Colors form a different shape, more like a sphere. Spatial concepts curl into manifolds that match physical space. The concept of a car is a complicated multidimensional surface that connects, in geometrically meaningful ways, to the concepts of motion, of metal, of road, of journey. The model does not store these concepts as text. It stores them as geometry. When you type a question to it, the model maps your words onto positions in this internal space. It then performs operations on the geometry, which produce new positions. Then, only at the very end, it translates those new positions back into English on the way out to your screen. The English is the Mercator projection. The geometry is the globe. This sounds abstract until you realize what it implies for almost every interaction you have ever had with a model. Why does GPT sometimes give a brilliant answer in one phrasing and a mediocre one in another, even though both phrasings mean the same thing to a human reader? Because the two phrasings land on slightly different positions in the internal geometry, and the geometry near one position is richer than the geometry near the other. Why does a model sometimes confabulate confidently? Because the position it lands on has the geometric texture of an answer even though the answer it generates has no factual grounding. The shape of an answer and the truth of an answer are different things, and the model is trained on the shape. Three implications follow from this and they reach much further than most of the discourse about AI suggests. 1. for product builders. If you have ever wondered why the same model produces wildly different outputs on prompts that seem semantically identical, the answer is geometric. The most reliable way to improve model output is not to tinker with the words. It is to find the regions of geometric space where the model behaves well, and engineer your prompts to land you there. The best prompt engineers, without knowing it, are reverse-engineering the topology of the model's internal world. This is also why fine-tuning works better than prompting for many use cases. Fine-tuning literally reshapes the geometry. Prompting only steers within it. 2. for the safety and interpretability community, which has spent two years looking for circuits and individual neurons that correspond to specific concepts. That work has been valuable, but it was looking at the shadow on the wall. The actual structure is at the manifold level, not the neuron level. The next leap in interpretability is going to come from learning to edit the geometry directly, not by adjusting individual weights. We are about to move from steering the words to steering the shapes that produce the words. This will make some kinds of safety work much easier and other kinds much harder. 3: for everyone else, and it is the strangest one. The early evidence from neuroscience suggests that human thought may have the same kind of geometric structure. The hippocampus appears to encode spatial relationships on manifolds that look uncannily similar to what we see inside language models. Concept representation in the human cortex appears to be geometric in roughly the same sense. If this holds up, and the evidence is still preliminary, then the conventional framing of the difference between artificial and biological minds is wrong in an interesting way. It is not silicon versus carbon. It is two different physical substrates that have independently discovered the same mathematical language for representing the world. We built something that thinks the way we think. We just never noticed, because we were too busy listening to it talk. The Mercator projection is wrong about what the world looks like. It is right about how to move through it. The model is wrong about what thought looks like, in some technical sense. It is right about how to do thought, which is the only thing that has ever mattered.
Goodfire@GoodfireAI

Neural networks might speak English, but they think in shapes. Understanding their rich *neural geometry* is key to understanding how they work – and to debugging and controlling them with precision. Starting today, we’re releasing a series of posts on this research agenda. 🧵

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Thariq
Thariq@trq212·
HTML is the new markdown. I've stopped writing markdown files for almost everything and switched to using Claude Code to generate HTML for me. This is why.
Thariq@trq212

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