YayArea

2.9K posts

YayArea banner
YayArea

YayArea

@qs_spa

Spend most of free time outdoors. Cali #Lindy, #ScaleMatters

Katılım Ocak 2021
151 Takip Edilen80 Takipçiler
YayArea
YayArea@qs_spa·
@firstadopter Post your short positions. “Don’t give me advice, show me what is in your portfolio” - Nassim Taleb
English
0
0
1
189
YayArea
YayArea@qs_spa·
@cozibrozi @CaudilloXIV lol what a hater. Yes a tiny section that has private beach access. Ironically that’s probably the whitest area of the whole area. Maybe if they had Asian spouses they would have made better long-term decisions..
English
0
0
0
36
Joseph 🕊️
Joseph 🕊️@CaudilloXIV·
when a white man gives up he marries an asian
English
507
723
18.2K
2.7M
YayArea
YayArea@qs_spa·
@cozibrozi @CaudilloXIV South Bay Los Angeles. Look up palos verdes. Sections of our area even have republican mayors. When you drive into PV there are about 20 American flags flying at the entrance
English
1
0
0
34
YayArea
YayArea@qs_spa·
@EthanEvansVP If you just stayed working your net worth would be orders of magnitude higher. Let your assets compound without drawing it down. 2x every 7 years
English
0
0
0
21
Ethan Evans
Ethan Evans@EthanEvansVP·
I wish I had been bolder in my early career and taken more risks. Fear is a sign to do something rather than a reason to run away. Careers advance through big accomplishments, which require taking risk. Our biology, wired to avoid being eaten by bears, makes us too afraid to take action in business.
English
13
18
247
15.6K
YayArea
YayArea@qs_spa·
@ronjonbSaaS Kimi is super bearish on Tesla stock. Agrees Elon delivers but also pointed out he tends to be far too optimistic on his timelines. Also doesn’t Optimus need AGI? That’s 2030 best case scenario. I’m holding $tsla too so not a hater by any means
English
0
0
1
49
FinXKing
FinXKing@ronjonbSaaS·
It can be frustrating being a $TSLA shareholder. Weren’t Robotaxis supposed to be operating in half of the US cities by the end of last year?
FinXKing tweet media
English
48
6
139
17.1K
YayArea
YayArea@qs_spa·
@RyanFedasiuk @SecScottBessent Does Bessent care that OAI and others were built stealing IP from American creatives, intellectuals, authors, etc or does our country only care when it impacts a corporation’s bottom line?
English
0
0
2
85
Ryan Fedasiuk
Ryan Fedasiuk@RyanFedasiuk·
This from @SecScottBessent is the right approach. We should be going after Chinese open-weight models because they present unique security risks and steal American IP—not necessarily because they are open-source or threaten the position of our leading labs.
Just Another Pod Guy@TMTLongShort

Bless

English
32
6
40
10.7K
YayArea
YayArea@qs_spa·
@OfficialLoganK @IWillNeverDieUS It could be worth having a marketing team help your heroic efforts. Google is an Ads company as well after all. Often Gemini isn’t even named in the conversation but that’s mostly lack of awareness of all the goodness your team is doing
English
0
0
1
259
YayArea
YayArea@qs_spa·
@cperruna Why are space stocks running up today?
English
1
1
1
241
Chris Perruna
Chris Perruna@cperruna·
$RKLB -$65.74 and $ASTS - $57.42 These two may be the plays in the space industry. $SPCX - $119.85, will likely bottom after lock-ups and then make a run long term. The whole group will run, eventually, but the smaller names will run more. Why not own all 3... 🤷‍♂️
English
19
10
148
27.4K
YayArea
YayArea@qs_spa·
@PaulSkallas The liberals complain that manhattan beach is too expensive ($2.5M avg home) But literally next door, touching its border, is Lawndale where homes are $450k. But as it’s 90%+ Hispanic they won’t move there.
English
0
0
0
461
LindyMan
LindyMan@PaulSkallas·
Where in America can you have a six-figure career in a major metro and still buy a decent house for $200–300k? Anacostia in DC. Southside Chicago. South Philly. Baltimore. You just need to have courage
ROY@roy_is_living

I was wrong I looked it up now. You need to be in the top 10% of income to have whats considered a responsible income / mortgage ratio for an average cookie cutter house 35-50 minutes outside the city. No universe where thats sustainble

English
75
19
966
130.7K
YayArea
YayArea@qs_spa·
@ilkinozturk @OfficialLoganK Ilkin - to quote Larry Ellison in reference to someone bashing Elon - “who try F are you and what have you done?”
English
0
0
1
144
İlkin Öztürk
İlkin Öztürk@ilkinozturk·
@OfficialLoganK I hope you manage to pull it off, because you really need to be much better than this
English
4
0
96
14.8K
Logan Kilpatrick
Logan Kilpatrick@OfficialLoganK·
We have started our most ambitious pre-training run yet, for Gemini 4, and are excited by the progress : )
English
822
526
11.2K
1.1M
YayArea
YayArea@qs_spa·
@avivs @OfficialLoganK Think you’re just butthurt that Gemini can replicate your entire product offering, for free.
English
0
0
0
340
Logan Kilpatrick
Logan Kilpatrick@OfficialLoganK·
We just landed some big infra upgrades for the Gemini Batch API: - p95 latency decreased by 80% -p99 latency decreased by 68% - batch success rate is now >99.998% - 98% reduction in batch expirations - added support for partial batches great work by the team to land this!!
English
155
76
2.2K
132.9K
signüll
signüll@signulll·
if zuck had stuck to his original plan & managed to release an open weights model at the level of kimi k3, it would’ve cemented him his legendary status in history… from the guy who invented facebook that has had at least some negative societal implications to the guy who made intelligence too cheap to meter & too widely accessible to contain. he would’ve been instantly goated. instead, meta pivoted toward becoming an ai compute provider. remarkable how history can fork.
English
168
114
3.3K
196.1K
YayArea
YayArea@qs_spa·
@TMTLongShort @brickroad7 How much equity do you have in Ant or OAI? “Don’t give me advice, show me what is in your portfolio” - Nassim Taleb
English
0
0
0
5
Just Another Pod Guy
Just Another Pod Guy@TMTLongShort·
@brickroad7 Bitter lesson takes precedent. Hegemony isn’t about protecting the homeland physically it’s about protecting our way of life.
English
2
0
2
840
YayArea
YayArea@qs_spa·
@corleonecapital @chamath Why do we have States then? It’s to decentralize power. Democracy - is to decentralize power. Our Founding Fathers deeply studied history & knew where things broke down. As @nntaleb has pointed out, top down centralized systems are fragile, in particular to Black Swan events
English
1
0
0
22
Vito
Vito@corleonecapital·
America is not built on the principal of decentralization. We have a federal govt. it’s built on checks and balances between parts of govt. Allowing American industry to built its AI stack on top of an adversaries tech is dumb as fuck. It will result in China having immense leverage over us, in which case all the principles are done anyway. We can’t rely on Chinese AI. Period
English
2
0
0
27
Chamath Palihapitiya
Yup
The All-In Podcast@theallinpod

Chamath: Tokenmaxxing on the top frontier models is “a bridge to nowhere” and a “money-burning furnace” @chamath reacting to Ramp CEO @eglyman on @CNBC saying: -- Avg. token spend on @tryramp increased 21x over the last 12 months -- So, the team built a tool for customers to track it “He's saying something so important there, because if your engineers are going off randomly in an unguided system and then just ripping through a million tokens at $56, what he's talking about is the eventual downstream impact to earnings. And that eventually, a bunch of these public market CFOs are gonna show up to Wall Street and they will have missed earnings because their OpEx, at some point, if things are 21x-ing every few months, somebody's going to miss a quarter. Eric would not have released this Ramp product unless CFOs were like, ‘I can't control the spend.’ And then he's like, ‘Well, here, let me build it for you.’ And then, if enough CFOs essentially turn that feature on and start to rate limit how it's spent, because maybe they're not getting the ROI, and the engineer doesn't care about ROI. The engineer's like, ‘I want to use the latest, greatest model.’ And maybe you don't need it. Maybe Mira's right, and for 95% of the tasks you should be at one level lower, especially when it costs 1/100th of the cost. Unless you get a control of this and you can directly say how much money you're making, this is a bridge to nowhere. It is a money-burning furnace.”

QST
40
31
410
133.5K
YayArea
YayArea@qs_spa·
@corleonecapital @chamath American Democracy is built on the principle of decentralization & empowerment to individuals. Top down closed loop models are more akin to a centralized system (monarchy, communism, dictatorship. Etc) US also offers open source - Google has Gemma and Meta is open source as well
English
1
0
0
27
Vito
Vito@corleonecapital·
So you’d rather Chinese open source win? Cheap tokens in exchange for them owning the thing that will decide the world order? Like shipping unions jobs to China in exchange for cheap shit at Walmart? But hey, at least the stock market went up! Short term selfish thinking by many pundits
English
2
0
1
257
YayArea
YayArea@qs_spa·
@chamath Kimi’s thoughts on Dario’s essay and company approach. Very very close to top down centralized systems which with a utopian slant can often lead to “forced compliance”
YayArea tweet media
English
0
0
1
63