Kyle T retweetledi
Kyle T
20.8K posts
Kyle T
@kylet___
Finance and markets with a high dose of sarcasm. Tweets are opposite of advice.
Seattle, WA Katılım Şubat 2017
733 Takip Edilen673 Takipçiler
This describes the situation in Seattle to a T. It takes a 3 minute drive through town to see it’s not a housing issue
Spencer Pratt@spencerpratt
If that addict on your street were your own son, what would you do? That is the defining question that guides my 5 step plan to fix the homelessness problem in LA. We *must* end this evil racket of corrupt politicians and NGOs who profit off the misery of these poor souls. They launder money and feed them more drugs, so they can keep their customers locked in this hell on our streets. We have a moral obligation from God to help them and make our city safe and clean for everyone. Karen Bass and Nithya Raman have forsaken this city. Time for real leadership. Time for real compassion.
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This is true right now as the dispersion between models is still wide, but unless one solves AGI it seems they will all bunch up with diminishing returns. At which point compute capacity rules everything (Anthropic just partnered with guy who wished them death, because compute)
Patrick OShaughnessy@patrick_oshag
Interesting that in three of my recent conversations with Krishna at Anthropic, @dylan522p, and @GavinSBaker, each said that frontier tokens are capturing the majority of the economic value. Gavin: "An overwhelming amount of the economic returns to AI at the model layer have been at the frontier. That's surprising to me, and I think it's been surprising to a lot of people. This is one of the most important questions to be answered, and you need to have a hypothesis on it as an investor." Krishna: "We think the returns to frontier intelligence are extremely high. Customers invest really heavily in more tokens with the newer models. The ones at the frontier clearly are capturing this economic value, driving meaningful ROI for customers. The returns to frontier intelligence are not slowing down." Dylan: "No one gives a crap about GPT-4 class models. They want the frontier because the frontier lets them create the economically valuable things."
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I know some bariatric surgeons who are closing shop after decades in business because of these GLP1 advancements nuking their business. Crazy times
Max Marchione@maxmarchione
Retatrutide phase 3 obesity trial just came out and the results are genuinely insane: - 28.3% bodyweight lost on 12mg over 80 weeks - 70.3 pounds on avg. or 31.9 kg - 45.3% of patients hit 30%+ weight loss (this is bariatric surgery territory) - 30.3% weight loss (85 lbs) at 104 weeks in higher-BMI patients - 65.3% of 12mg patients dropped below the obesity BMI threshold - 19% loss on 4mg over 80 weeks (47.2 lbs) with fewer dropouts than placebo (4.1% vs 4.9%) - significant drops in blood pressure, triglycerides, non-HDL cholesterol, waist circumference, and hsCRP - no cardiac or liver signals Retatrutide is going to completely overshadow tirzepatide and semaglutide, and take the throne as the best-selling drug of all time.
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SpaceX paid $250bn for the XAI scam and all they got was a lousy neocloud with crappy frontier models in return... Essentially no scenario where that transaction doesn't go down as the most egregious corporate fraud case in history. Time to puke it all onto the braindead cult!
Tom Brown@nottombrown
We’re expanding our partnership with @SpaceX, and will be scaling up on GB200 capacity in Colossus 2 throughout June. Appreciate @elonmusk and the team helping us find good homes for the Claudes.
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Lmao wait, so they both spent weeks of time and 8-figure legal bills only for the whole foundation of the case to be unjust?
Breaking911@Breaking911
BREAKING: Jury unanimously finds OpenAI not liable in Elon Musk’s lawsuit alleging the company breached its charitable mission, ruling the claims were barred by the statute of limitations.
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The kids are not alright
Grant Bailey@grantjbailey
Huge collapse in drinking among high schoolers 👀
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I’m a 5’8” 37 year old who has never dunked a basketball. Time to dust off the Jimmy shoes I got in 2003 and make it happen before I’m 40.
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Don't get high on your own supply
Kyle T@kylet___
Gotta give props. She coulda just hugged QQQ for the 75bps and lifetime wealth but is interested in giving it all back instead
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Its remarkable (and sad) how braindead our local leadership is. Seattle is very geographically restricted by water. There is no land to build out, you have to redevelop upward. So lets put that blame on the developers, the one group that can improve the situation for the city.
Pramila Jayapal@PramilaJayapal
Seattle has one of the worst housing crises in the country. I see it every time I’m home in my district. People working full-time jobs who can’t afford rent. Teachers, nurses, and transit workers who can’t live in the city they serve. Families on housing assistance waiting lists that have been frozen for years. This is a policy failure, not an inevitability. We built this crisis by choosing developers over people. We can choose differently. Housing is a human right. We fight for it like one.
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Well this is one way to spin the most egregious corporate fraud/self dealing transaction we've ever see in financial markets.
Cathie Wood@CathieDWood
Thanks to its deal with Anthropic, XAI, now SpaceXAI, is pivoting from massive losses at Colossus to significant profitability as a neocloud on an estimated $5-6+ billion in annual revenues. Brilliant SpaceX move, @elonmusk and @GwynethPaltrow !
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Kyle T retweetledi
XAI is Musk's most impressive securities fraud to date... The speed and $$ scale is absurd. Raise $50bn from your friends, sell it to your other company that is about to IPO for $250bn. Then weeks later, admit the entire thing was vaporware. Nobody blinks
Kyle T@kylet___
Lmao absolutely incredible. So SpaceX investors just paid $250bn to get into a bare metal rental deal with the AI entity Musk hates and said is bound to fail. Just another day for the 🐐con artist
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Lmao absolutely incredible. So SpaceX investors just paid $250bn to get into a bare metal rental deal with the AI entity Musk hates and said is bound to fail. Just another day for the 🐐con artist
Claude@claudeai
Our agreement with @SpaceX means we will use all the compute capacity at their Colossus 1 data center. This will give us over 300 megawatts of additional capacity to deploy within the month.
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Amazing that Trump has somehow turned the Iran conflict into China trade deal 2.0
Kyle T@kylet___
The China trade deal is the "girlfriend that goes to a different school". Things are going very well and she can't wait to come hang out. Any day now actually
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