Joe Cole - e/acc

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Joe Cole - e/acc

Joe Cole - e/acc

@joecole

RLVR for expert judgment. Founder @tacitco. Prev: Fusion Sport (acquired). e/acc x h/acc.

The future Katılım Mayıs 2007
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Hubert Thieblot
Hubert Thieblot@hthieblot·
I’ve been watching these guys iterate on this behind the scenes, and the build quality is insane. A full CNC, 6-DoF metal arm with a 3kg payload for $2.5k is insane
Ryan Chan@Ryan_Resolution

Launching MakerMods Metal Arm. Finally ready to reveal the robot arm we've been building. Full CNC metal arm. 6-DoF, 3kg payload, gravity compensation leader arm. Limited supply launch price $2,499. pre-orders open now $99 deposit👇 @IsaacSin12 @makermodsai

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Sean Manion
Sean Manion@TheUnjournaling·
Automata Studies stands as the connective tissue between cybernetics and AI. Conceived of by John McCarthy in 1953 and all but abandoned by him to cyberneticist Claude Shannon in 1954, this collection was also his casus belli for abandoning cybernetics for the more simplistic AI
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Sean Manion
Sean Manion@TheUnjournaling·
von Neumann knew in 1952 what many now have forgotten; the brain has analog function along with digital.
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Grigory Sapunov
Grigory Sapunov@che_shr_cat·
1/ Weak LLMs generate correct solutions in their latent space all the time—they just fail to select them. A new paper proves that wrapping a nano-sized model in a structured critic-comparator harness matches frontier giants on SWE-bench. 🧵
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Chris Anderson
Chris Anderson@chr1sa·
In all of human history, has there ever been a commodity with infinite demand, as there appears to be for intelligence? I can't think of one. Even compute, energy or just silicon/sand are just downstream of intelligence, which is the main demand driver. In economics, rather than modeling the usual price/demand curve to reach an equilibrium, perhaps you'd have to model price/*rate of demand growth* (ie, the derivative of demand, or some other indicator of velocity) Interestingly, ChatGPT (below) prefers the framework of "recursive expansion of demand" as increasing intelligence opens new applications/markets. But the end result is the same -- the demand curve keeps moving to the right, maybe forever. Which I think is unprecedented.
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Joe Cole - e/acc retweetledi
Anjney Midha
Anjney Midha@AnjneyMidha·
for those of you interesting in mastering the art of quantitative communication once you are done with Tufte, you may advance to Bertin billions of dollars have been reallocated based on the lessons of this text
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Garry Tan
Garry Tan@garrytan·
Everyone thinks "do things that don't scale" is about building relationships with early users. Yes AND it's about generating mistakes at maximum density. When you're doing everything manually (onboarding, support, delivery) you hit errors every hour. Each error teaches you something the dashboard never will. The manual work IS the learning. Automate too early and you freeze your ignorance in code (and now markdown).
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Zelda
Zelda@zeldapoem·
Pinch me, I can't believe someone wrote about lab notebooks. Unbelievably cool
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NVIDIA Healthcare
NVIDIA Healthcare@NVIDIAHealth·
(1/2) 🚨 Data scarcity is the #1 blocker in medical imaging AI. We built the open-source fix. NV-Generate-CTMR synthesizes realistic 3D CT & MRI volumes at scale - with paired segmentation masks - so you can train more robust models without touching real patient data.
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Isha Puri
Isha Puri@ishapuri101·
It's never made sense to me that RL collapses all reward signals to a single scalar. Today, we fix that! Introducing Vector Policy Optimization: we train models to inherently optimize for the varied nature of a reward vector, creating diverse sets of answers ideal for test time search. Website and code coming soon!
Ryan Bahlous-Boldi@RyanBoldi

Your RL post-training may be sabotaging your LLM’s test-time scaling! Conventional RL pretends that you can collapse all reward signals *upfront* into a single *scalar reward*. We introduce Vector Policy Optimization (VPO), which natively maximizes *vector-valued* rewards, boosting test time search performance, even on the original scalar.

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ₕₐₘₚₜₒₙ
ₕₐₘₚₜₒₙ@hamptonism·
Just a friendly reminder - these are the quants you’re competing against.
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Alvaro Lozano-Robledo
Alvaro Lozano-Robledo@mathandcobb·
Following up on the suggestion from Will Sawin, here is an illustration of the new configurations that disprove Erdos' unit distance conjecture (made with the help of ChatGPT 5.5 Thinking).
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Julian Bruns@BrunsJulian1541

@mathandcobb an explicit drawing doesnt seem possible, but maybe the last paragraph satisfies your request. (its essentially a projection of the lattice construction in another field into R^2)

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Joe Cole - e/acc retweetledi
Hedgie
Hedgie@HedgieMarkets·
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗
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dylan ツ
dylan ツ@demian_ai·
There's an arXiv paper from 2 weeks ago that the finops community hasn't absorbed yet. The authors ran identical agentic tasks. Same model. Same prompt. Same context window. Same tool stack. They measured end-to-end token consumption across many runs. The coefficient of variation was extreme. The same task could cost 8 dollars or 240 dollars, 30 times apart, with no change to any input. This is not a bug. It is a feature of agentic execution. The model decides how many tool calls to make. The retrieval layer decides how much context to pull. The verifier decides whether to loop again. Each of these is a stochastic decision conditioned on intermediate outputs the user never sees. Most enterprise AI procurement assumes the opposite. Cloud compute has tight variance around its mean. You can size a budget. You can quote a fixed price. You can sign an MSA on a per-million-token rate card. You can still do that with agents, but not with the old mental model. The piece of this that nobody is pricing yet is what happens when the procurement function at JP Morgan or BCG or Pfizer realizes the math. They will not just ask for cheaper tokens. They will ask for tighter controls on variance: better routing, better caching, better observability, better policy limits, and in some cases dedicated capacity. That is a very different infrastructure requirement from stateless inference. It does not mean cloud disappears. It means the winning cloud looks much more like an execution and control layer for stochastic workloads. The unit of AI cost is not the token, it is the distribution. That is also why I think platforms like @nebiustf and others matter.
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dylan ツ@demian_ai

The token economy just had its biggest day. Google I/O this morning: Sundar Pichai opened not with a model drop but a token counter. 9.7T/month in 2024. 480T in 2025. 3.2 quadrillion today. so around 330x in two years. and to add on to that: top GCP customers are each processing around 1T tokens per day (1 company, 1day😭) On the same afternoon, OpenAI quietly launched “Guaranteed Capacity” (1-3 year compute contracts for enterprises). @sama own words: “the world will be capacity-constrained for some time.” Two of the most powerful AI companies on earth just told you, on the same day, that demand is outrunning supply and it’s not slowing down. This is Jevons Paradox in real time. Cheaper, faster models don’t reduce token consumption, they explode it. Wrote about the mechanics of this a few weeks ago

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Dwarkesh Patel
Dwarkesh Patel@dwarkesh_sp·
Monte Carlo Tree Search training corrects the model move by move, while current LLM training only tells it whether the whole trajectory worked. MCTS is preferable if you can get it. But nobody's managed to get MCTS to work for language models. In his blackboard lecture @ericjang11 talked to me about why:
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Marc Andreessen 🇺🇸
1. Anything that is in the world when you’re born is normal and ordinary and is just a natural part of the way the world works. 2. Anything that’s invented between when you’re fifteen and thirty-five is new and exciting and revolutionary and you can probably get a career in it. 3. Anything invented after you’re thirty-five is against the natural order of things. —Douglas Adams
Drew Pusateri@drewpusateri

Since joining OpenAI the amount of congressional staffers that've (very kindly and politely) reached out abt careers in AI/tech from offices whose Reps/Senators rail against AI/tech/infra is...notable. Tbc, there's absolutely nothing wrong with that and I'm always happy to chat and help people connect with opportunities/networking etc. I didn't agree with the electeds I worked for on everything either, but the divisions there feel a lot wider than on most issues.

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Sungjin Ahn
Sungjin Ahn@SungjinAhn_·
🧠We introduce "Generative Recursive Reasoning"! Recursive Reasoning Models like HRM, TRM, and Looped Transformers are deterministic — same input, same reasoning, every time. They collapse the entire space of plausible reasoning paths into a single attractor. Our model GRAM (Generative Recursive reAsoning Models) turns recursion itself into a stochastic latent trajectory. Multiple hypotheses, alternative solution strategies, and inference-time scaling not just by depth, but by width — parallel trajectory sampling. And here's the kicker: the same formulation that gives us conditional reasoning p(y|x) also makes GRAM a general generative model p(x). With only 10M params: • Sudoku-Extreme: 97.0% (TRM 87.4%) • ARC-AGI-1: 52.0% • ARC-AGI-2: 11.1% • N-Queens coverage: 90%+ 📄 Paper: arxiv.org/abs/2605.19376 🌐 Project page: ahn-ml.github.io/gram-website w/ Junyeob Baek @JunyeobB (KAIST), Mingyu Jo @pyross0000 (KAIST), Minsu Kim @minsuuukim (KAIST & Mila), Mengye Ren @mengyer (NYU), Yoshua Bengio @Yoshua_Bengio (Mila), Sungjin Ahn @SungjinAhn_ (KAIST)
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