Bear Steepener

@DNIGabbard Tulsi looks like the president in an x-men movie

Two hundred and fifty years ago today — on May 17th, 1776 — the Second Continental Congress called for a day of humiliation, fasting, and prayer. Today, exactly 250 years later, we gather to do the same. To humbly ask once more for God's mercy and guidance — as we enter the next 250 years of this republic.

@LueElizondo How far along are we in the reverse engineering of craft?

Hi everybody, a lot going on right now so I thought I’d do another X q&a, so ask away, I’m here!

@TheUnitedSpot__ Hahahaha he's so good at politics

Spencer Pratt’s New Commercial Just Won Him The Election.

@brivael Rousseau believes in Christianity without original sin

Je me rappelle au lycée, j'avais une prof de français qui me répétait : « Rousseau, c'est mon auteur préféré. » À l'époque, j'étais complètement illettré, je n'avais pas lu un roman. Depuis, j'ai rattrapé un peu le retard. Et force est de constater : Rousseau est lui aussi un poison pour l'esprit français. Tu as raison de remonter à lui. Le geste fondateur est là. L'homme naît bon, c'est la société qui le corrompt. La propriété, la hiérarchie, la tradition, l'institution, tout ce qui structure une civilisation devient suspect. Le mal n'est plus dans l'homme, il est dans l'ordre. Donc il suffit de défaire l'ordre. De cette intuition découle tout le reste. La Terreur, qui croit pouvoir régénérer l'homme par le décret. Le socialisme utopique, qui croit pouvoir abolir l'égoïsme par l'organisation. Le wokisme, qui croit pouvoir purifier la société en démantelant ses normes. À chaque fois la même logique : l'homme est innocent, l'institution est coupable, donc il faut casser l'institution. C'est faux. L'homme n'est pas né bon. Il est né pulsionnel, ambivalent, capable du meilleur et du pire. Les institutions n'oppriment pas une nature angélique, elles canalisent une nature ambiguë. Détruire les institutions ne libère pas un bon sauvage, ça libère un homme livré à ses pires instincts. Foucault, Derrida, Deleuze n'ont fait que radicaliser Rousseau avec les outils du XXᵉ siècle. La matrice est la même : soupçon de toute autorité, dissolution de toute hiérarchie, fantasme d'un état originel pur que les structures auraient trahi. Donc oui, le péché originel commence avec lui. Et la France a une double dette : avoir donné Rousseau au XVIIIᵉ, et avoir donné la French Theory au XXᵉ. Deux fois le même poison, juste recombiné. Au travail.

@chamath Ticker and strike Chamath

A framework to understand how value accrues across the AI stack. This is a blueprint for understanding what builds AI into its pragmatic parts: what each layer is, where it ends, and where value is accrued. So here’s how you can think about it: 1. Layer 1 - Infrastructure Before any AI model trains or any robot moves, an industrial foundation must exist. Land, energy grids, cooling systems, critical minerals, and fabrication facilities. Infrastructure is the constraint that all the other layers depend on. 2. Layer 2 - Chips Transistors that are etched onto silicon wafers using extreme ultraviolet light. This is what allows both physical and digital AI to take an input, process it, and return a predictive output. The more transistors that fit on a chip, the more computation it can perform. 3. Layer 3 - Data Both digital and physical models train on data. Digital models train on text, code, and images; physical models train on gravity, friction, depth, and sensor streams. The more accurate the data, the more accurate the output. 4. Layer 4 - Models A model is a system that learns from examples. Feed it enough examples of inputs paired with correct outputs, and it adjusts its internal structure until it can predict correct outputs on inputs it has never seen before. LLMs represent a specific class trained on text. They learn by processing billions of examples of human language, developing the ability to write, reason, summarize, and generate code. 5. Layer 5 - Execution This is what lets models take actions on behalf of users. The execution layer lets models pursue objectives through sequential action: observing the environment, reasoning about the next step, acting, and looping until the goal is reached. 6. Layer 6 - Application All of the AI Stack’s revenue originates at the application layer, then goes to the layers below. Every dollar paid for AI is paid for an outcome, a task completed, and an answer delivered. Nobody wants H100s for their own sake. They want H100s because someone, somewhere, wants to run an application. These are the different layers that make up the entire ecosystem of AI. We did a full study on the AI stack. If you want to read about it, head over to my Substack (chamath.substack.com/p/the-ai-stack)

@CIASpox For an institution known for keeping quiet, I don't understand why you didn't see the wisdom in STFU

The Committee acted in bad faith by subpoenaing an Agency officer for testimony today without notifying CIA, despite having already obtained closed-door testimony from the individual previously. The witness testifying today is not appearing as a whistleblower in pursuit of the truth, but instead in response to the subpoena issued by Chairman Paul. This proceeding amounts to nothing more than dishonest political theater masquerading as a congressional hearing. As the CIA has already assessed, COVID-19 most likely originated from a lab leak, and efforts to undermine that conclusion are disingenuous.

@pmarca @DouthatNYT Dalio's analysis is very dated and generally uninteresting. Only a billionaire is allowed to have a public opinion that boring.

This interview is only 49 minutes long because @DouthatNYT threw himself out of the nearest window halfway through.

@RadioGenoa He will build a fire with your beautiful oak door

In Africa he cut down a 1500 year old baobab tree to build himself a house. These are crimes on nature.

@brock_joha41812 @lyndseyfifield Pollack was CIA financed (look it up) to help recruit euro leftists away from communism. The popularity of Pollack was staged

@lyndseyfifield This painting sold for $200 million dollars. It’s by Jackson Pollock. He died in 1956. Western art has been under assault for over 100 years.

Guys it gets worse. This is the portrait that lost.

@lyndseyfifield This work captures the tragedy of melancholy and loss so well. Peoples champion

@sayinshallah SaaS

EVERY SINGLE STOCK IS UP >30-100% YTD WHAT THE FUCK DO I BUY AAAAAAA

@scaling01 Terafab makes more sense if SpaceX is a neocloud

Anthropic rents out the entire Colossus 1 datacenter from xAI / SpaceX with over 220,000 Nvidia GPUs including approximately 150,000 H100 GPUs, 50,000 H200 GPUs, and 30,000 GB200

@JonStewartIL @realDonaldTrump It would be funny if the aliens lived peacefully among us for thousands of years and then decide to genocide us because shitlords on X compared it to a malformed dick when disclosure occurs.

This photo WILL BE part of the Trump disclosure. Thank you @realDonaldTrump

@Jason Turned SpaceX into coreweave

EWS: Elon Web Services Colossus + Spaceolossus = Money printing machine

@B_Funk_ Now analyze TAM.

$AMD valuation now 2x of $NVDA with growth that is about 40% slower. Just saying

@realfunnydegen What does it profit a man to bag a 9.7 and lose his soul?

Gave this girl my number on Instagram and she texts me this 24 hours later So my options are A ) Ruin a marriage, but also help a chick figure out her life B ) Deny sex with a 9.7 Blonde chick

@Jason SF is wild. AI super intelligence bots coexisting with dystopian hordes or drug addicted criminals.

The most SF moment ever 🤦😂

@AwakenedOutlaw Following the truth wherever it leads won't lead you astray

This is the part I'm super anxious to watch unfold. Not sure how it's all gonna flesh itself out, but we're going to find out. What I do know is that, for me, it won't change my belief in God, regardless. That's 100% unshakeable. Where are you guys at on the matter?

@TaylorRMarshall Tens of millions of people replaced in only 15 years.

“In 2010 America was ~70% White. Now it's just ~56% White.” Was this decrease planned?

The bigger story here is not a thumb in the eye to the Trump admin, but putting a very important and rich diocese in the hands of die hard leftist. The diocese of Wheeling-Charleston owns West Texas mineral rights generating tens of millions of dollars a year.