nobody
895 posts
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Deutsch
@DannyNemer @ns123abc Buying equity in a company and transferring charity funds into it is self dealing
English
Why the hell does Greg have to inform Musk of his position in Cerebras? Musk has nothing to do with Cerebras. It's completely unrelated.
Separately, it is not self-dealing. Cerebras is phenomenal; one of two viable accelerators for inference leveraging specialized silicon (the other is Groq). Of course it makes sense to invest if given the personal opportunity. And of course it makes sense for every frontier lab to want to acquire them.
So Greg and Sam can never invest in companies in which they have expertise due to their job?
English
🚨 BOTH ALTMAN AND BROCKMAN SELF-DEALING ON CEREBRAS
>Greg Brockman acquires personal Cerebras ownership in 2017
>Altman, separately, invests in Cerebras
>Brockman pushes OpenAI to merge with Cerebras that same month
>Brockman never discloses his Cerebras ownership to Musk
>December 2025: OpenAI signs $10 billion Cerebras deal + loans Cerebras $1 billion
>February 2026: Cerebras valuation triples from $8B to $23B on OpenAI commitments
>April 2026: OpenAI commitment expanded to $20+ billion through 2029
>April 2026: Cerebras files IPO at potential $26.6 billion valuation
Brockman, under oath today:
Q: When you were having discussions about a financial transaction between OpenAI and Cerebras, you were actually an owner of Cerebras, weren't you?
Brockman: "There was some overlap between discussions and being an investor in Cerebras. Yes."
Q: Can you point to an email in which you told Elon you were an owner of Cerebras at the same time you were advocating that OpenAI do this transaction with Cerebras?
Brockman: "I do not believe an email that says that exists."
Q: How about a chat?
Brockman: "I did not."
Q: A text?
Brockman: "No."
Q: And yet you stood to gain personally if there was a transaction between OpenAI and Cerebras.
Brockman: "I suppose so, but it wasn’t something on my mind "
Both co-founders. Both fiduciaries of a 501(c)(3) charity. They directed OpenAI to commit $20+ billion to a company in which they both hold personal undisclosed equity.
Cerebras valuation tripled. The IPO is the cash-out.
California charitable-trust law calls this self-dealing.
English
What are the fundamental metrics that crypto improves
Elon Musk@elonmusk
@teslaownersSV Any technology invention can be assessed in terms of how it improves fundamental metrics. It is impossible to become a multiplanet civilization without reusable rockets, just as it would have been impossible to colonize America with expendable boats.
English
There's a quadrillion-dollar question at the heart of AI: Why are humans so much more sample efficient compared to LLM? There are three possible answers:
1. Architecture and hyperparameters (aka transformer vs whatever ‘algo’ cortical columns are implementing)
2. Learning rule (backprop vs whatever brain is doing)
3. Reward function
@AdamMarblestone believes the answer is the reward function.
ML likes to use pretty simple loss functions, like cross-entropy. These are easy to work with.
But they might be too simple for sample-efficient learning.
Adam thinks that, in humans, the large number of highly specialised cells in the ‘lizard brain’ might actually be encoding information for sophisticated loss functions, used for ‘training’ in the more sophisticated areas like the cortex and amygdala.
Like: the human genome is barely 3 gigabytes (compare that to the TBs of parameters that encode frontier LLM weights). So how can it include all the information necessary to build highly intelligent learners? Well, if the key to sample-efficient learning resides in the loss function, even very complicated loss functions can still be expressed in a couple hundred lines of Python code.
English
The market rewards specific knowledge
Babyfolio@babyfolio
Hard to believe this is where I’d end up, 2025 me wouldn’t have called it. The % reflects performance since 2020 (when I moved to IBKR). Grateful for the journey and staying grounded, no genius here, just strong conviction and consistency(and a little bit of luck in the mix) Appreciate everyone following along. I believe $NBIS will take me to $10m🙏🏼
English
@ChairmanSelig @CFTC @SDNYnews Why is everyone so against insider trading? Letting insiders trade leads to faster information dissemination, banning them just shifts value accrual from insiders to low latency event based HFTs which eat up all the liquidity after announcements. Non-insiders lose either way
English
I’ve been crystal clear: anyone who engages in insider trading in any of our markets will face the full force of the law. Today, the @CFTC took parallel action with @SDNYnews to charge an individual with insider trading involving event contracts.
The @CFTC won’t tolerate insider trading in our markets, and our Division of Enforcement will continue to vigilantly police our markets for any illegal actions.
Read more ⬇️
cftc.gov/PressRoom/Pres…
English
@systematicls The issue is that you can't backtest LLM-based signals, and you can't measure generalizability without a backtest
English
Waymo CEO Dmitri Dolgov explains the benefits of lidar, radar, and cameras for self driving:
"They're very complementary."
"The frequencies are very different. Laser gives you very high resolution. Think of it as a laser beam that goes out, spins around, and shoots out millions of these laser pulses per second. Then each one comes back and you can sample the 3D structure of the world with very high resolution."
"Radar has much lower resolution, but because of the physics of it, it degrades much better in adverse weather conditions. So—fog, snow, heavy rain."
"If it's a nice, bright, sunny day, cameras are very valuable. If it's pitch dark, or you have the sun in your face, or you're blinded by the headlights from an oncoming car, then the camera will degrade."
"It's a combination of the sensors. Each one is noisy. How the noise characteristics show up in different environments is different, but it's not like we switch from one to another."
"They all go into the system that gives you, jointly, the best view of what's happening in the world."
@dmitri_dolgov with @collision
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