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Marc Kess
1K posts
@AdamDraper They would’ve been better off embedding sensors in the shoes and selling the data
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We are at the “shoe brand becomes data center company” part of the cycle.
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@ericvishria @jaltma Coding revenue is a bubble, will move on-prem q1 2027 with hybrid orchestration + opus quality os models
Why they’re racing to ipo + buildout needs (but won’t be able catch up to inference demand)
TAM will continue to expand simultaneously but business model must evolve
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Seeing this all over. The efficiency and rationalization push is coming.
Initially it was just getting everyone to use AI all over. "Opus everything!"
Now the spend is material and companies will rationalize.
Anissa Gardizy@anissagardizy8
Uber's CTO told @LauraBratton5 that AI coding tools—particularly Anthropic’s Claude Code—has already maxed out its 2026 AI budget 📈 “I'm back to the drawing board, because the budget I thought I would need is blown away already,” Neppalli Naga said. theinformation.com/newsletters/ap…
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turns out I also have a bit of long covid
the covid S1 spike protein was found in my monocytes (a kind of immune cells) along with cytokine signature similar to long covid patients
gonna try maraviroc + statin
# the theory
monocytes are like garbage cans that ingest viral debris and break it down; but for some reason the S1 protein resists breakdown
instead it keeps the monocyte alive for long periods of time (months to years even) and increases its inflammatory signaling
in one mechanism, these monocytes attach to capillary endothelium
-> release inflammatory cytokine
-> microclots form in blood vessel
-> local tissue hypoxia
-> more inflammation
-> attracting more monocytes
-> repeat
this dynamics could partly explain symptoms like fatigue, brain fog, pain, autonomic issues, etc
# treatment
maraviroc (an HIV drug) + statin (a cholesterol drug) blocks the receptors that guide monocytes and bind them to inflamed endothelium -- when the monocytes don't feel the inflammation any more, they kill themselves safely (apoptosis), taking the S1 spike protein with them
so eventually the S1-containing monocytes all die off and inflammation and symptoms mitigated, as the theory goes
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@JTLonsdale @TheChiefNerd Jason would really benefit from a conversation with you.. to give him the benefit of the doubt, he’s in a destructive echo chamber of Tuckers’ historical revisionism and this leftist ‘Jewish’ suicidal empathic position
- maybe could make it farther than the airport if he visited
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@TheChiefNerd Anybody who is remotely familiar with the history of Hizbollah in Lebanon and who they are, and the decades of lies and attacks and repeated failures from UN et al to keep their side of the deals, and is not a crazy anti-Semite or Islamist, supports the Israeli actions there.
Hussain Abdul-Hussain@hahussain
Between a dead Jew and a popular Jew, we know which one the Israelis choose. You must know this by now already.
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🚨 JASON: “All the Jewish-Americans I talk to say Netanyahu is causing — with his actions in Gaza, Lebanon, Iran — he's gone too far, and it's causing the anti-Semitism we're experiencing.”
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@rabois The value accrues to the end product, frontier access will mostly likely be partnership gated
Or we could see aggressive m&a and the rise of broad mega-corps powered by [lab]
What are the domains that benefit most from ASI?
Elon step ahead embedding xAI to supercharge SpaceX
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@signulll Competition + distillation will close the model intelligence gap quickly. It's moreso frontier labs being able to deploy mass amounts of compute at specific problems recursively improving outcomes over extended periods of time - coding will be commoditized by the end of the year
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the gap between frontier models & what’s publicly available could widen in terms of capability differential even as access broadens.
like, everyone gets mythos equivalent for free in 2028, but model providers have something 1000x more capable that’s genuinely restricted which gives labs distinct advantage over wrappers for example or anyone building.
this makes ai more analogous to nuclear technology than consumer electronics.
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This may be a dumb question but I’ll ask it here anyways:
I can’t find a good way for my various AI chats to automatically sync its conversation history into a structured knowledge base. So that as I update various chats from time to time and refine context, my knowledge base automatically grows with this new info.
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@ryancarson @openclaw We’ll have an o4.6 equivalent locally on Mac mini by the end of the year
+ @perplexity_ai ‘s hybrid local os coming soon
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The cost to run a truly useful Chief of Staff @openclaw on Opus 4.6 is $100-200 per day on the API.
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@beffjezos $2k/mo until you can run o4.6 locally in 6 mo
Then is the delta worth it?
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My bet is the $2000/mo subscription is around the corner and many will willingly pay for it
ThePrimeagen@ThePrimeagen
i am happy that anthropic is doing what they are doing with subscriptions the real cost of ai is really high and this subsidized life coming to an end more and more is a good thing.
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@signulll @Yuchenj_UW It’s a bubble, hybrid systems are the future, and their business models will need to fundamentally adapt
We are ~6 months from 4.6 (pre-nerf) level local models available on Mac silicon
You will use frontier as the brain w sub agents + tools run locally, 90% cost reduction
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You have no idea how many OpenAI member of technical staff are house hunting in SF and the Bay Area right now.
They’re worried that after the IPO, they’ll be competing with each other more intensely.
Now they’ve started bidding to name an SF street after themselves lol.
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Elon with xAI
has an ace up his sleeve;
He can train a 100T MoE
It’s a pity he’s wasting his time
with video models
That he falsely believes
Are world models
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@beffjezos The government should fund distillation efforts to kneecap adversarial innovation — no reason we can’t have US OS versions of Qwen/Kimi (or now cc lol)
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Unironically a national security threat at this point to not have too tier American open weight models
the tiny corp@__tinygrad__
@beffjezos Agreed. They basically have root on your computer, and it's quite easy to embed backdoors deep in them. The training runs of those models aren't even that expensive, someone should build a US charity to make Open AI.
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Like the logical step is for @Stripe to be not just a payment service but an actual fintech
I have no idea why they're not doing that
It makes logical sense my business bank account (Wise) is ALSO the place I accept payments from my startup's customers with a checkout page integrated into my site (Stripe)
Stripe isn't offering cards or bank accounts (yes they keep announcing it but where is my Stripe card or bank account then)
Wise isn't offering proper checkout pages for my customers
Others like Airwallex are starting to offer both
@levelsio@levelsio
I think @Stripe needs to add payment cards ASAP to spend your balance Because I still don't have one and others are adding them fast Once the other fintechs also add checkout options (like @Airwallex has) there's a real switching opportunity for a lot of people on Stripe Stripe is the incumbent now and every fintech is sneaking up on them But they're moving too slow I don't have a dog in this fight, I prefer stay with Stripe as always but competitors are starting to offer more things now
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Hello Japan 🇯🇵 great to be connected. Are any of you familiar with this company? Do they have a good team? How legit are they?
Cc @aphysicist
tsubame-hi.com/en/
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@WillManidis Boston’s problems are 90% self inflicted. Need someone popular enough like @stoolpresidente to win mayor race + stop the rampant fraud, most issues are downstream
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If you're now designing or redesigning a website, this will help you a lot.
I recently curated the best hero sections, footers, social proof and other website parts because I got tired of having 15+ tabs open (even with Mobbin).
Giving it away 100% free.
Comment on this post, and I'll send a Figma link to your inbox!
GIF
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@paul_conyngham @elonmusk @demishassabis @garrytan @elonmusk @nikitabier can you seed 1000 of these opportunities
GrokVentures, 1000 top submissions evaluated by Grok x $100k investments + Grok Heavy usage
To push biotech, material science, physics, & more fields forward
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@StefanBurnsGeo Whatever was holding it up (from the bedrock to the river bed) may have given out in the deluge
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Claims of a potential second Sphinx being located at the Giza Plateau are circulating based on new SAR data from one team of Italian researchers. They claim the second sphinx is buried 180 ft below the surface of a mound located in a symmetrical alignment with the pyramids and the Sphinx (based on their data). If they were constructed at the same time though, or with respect to each other, why would the second sphinx be buried nearly 20 stories under the surface of the plateau? That's a HUGE depression and as you can see with the Sphinx here in this image I took, it's located pretty much at ground level. That piece of the puzzle doesn't make any sense to me, nor does it knowing the geology of the plateau.
Matt Beall Podcast@MattBeallPod
🔔 BREAKING NEWS: Dr. Philippo Biondi makes major announcement on Matt Beall Podcast 🛎️ Philippo says he is almost certain he has found a 2nd SPHINX beneath the Giza Plateau. He shares the math and scans to support his claims. In addition, Philippo fields direct & challenging question for the first time about his scanning methods. Is there a second SPHINX? Is the technology legit? How did he handle the heat? Find out on this week’s episode of the Matt Beall Podcast.
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@NiohBerg Regime change always required the Iranian majority to start seizing and controlling cities, establishing internal safe zones and drop points for resources, the path from there leads to freedom. Could see some lions on the ground soon. The first city is always the hardest
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This is the worst case scenario out of all possible scenarios for how this war ends:
• The regime is crippled but survives
• America occupies the Strait of Hormuz Islands as well as Kharg
• Iranian Civilian infrastructure lies in ruins
Regime change NEEDS to happen.
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