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Torstein

Torstein

@tkolset

https://t.co/yl5CpiTGak https://t.co/fD5vZBqv31 Exponential and disruptive innovations. My DM is more than open🙏

Oslo, Norway Katılım Nisan 2008
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Torstein
Torstein@tkolset·
$TSLA is basically 30+ startups, with some of the best tech talents in the world, laser-focused on accelerating the world to sustainable energy.
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Elon Musk
Elon Musk@elonmusk·
Humans using Mythos as seen by Mythos
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Gus
Gus@guscsales·
it's just for me, or Claude Code is REALLY slow/ crashing today?
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Jukan
Jukan@jukan05·
We have only just entered the early innings.
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
Every conversation I have with @dylan522p, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of that equation. We discuss: - The infinite demand for the newest models - @SemiAnalysis_ going from $10K on AI spend to $7M - Mythos and Anthropic's compute problem - Why TSMC spending $100B on CapEx could cause a shortage - Robotics as next demand wave - Why memory prices will double again This is my second conversation with Dylan and find myself needing to speak with him more and more often to make sense of it all. Enjoy! Timestamps: 0:00 Intro 1:00 Surging AI Spend 10:27 Token Demand 16:21 When Ideas Are Cheap and Execution is Easy 20:46 Model Hoarding 22:34 Robotics 27:03 The Compute Bottleneck 30:26 The AI Permanent Underclass 31:39 Supply Chain Reality 37:47 CPUs 42:54 Predictions: Public Backlash
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Chubby♨️
Chubby♨️@kimmonismus·
Let that sink in. Read it very carefully: During testing, Claude Mythos Preview broke out of a sandbox environment, built "a moderately sophisticated multi-step exploit" to gain internet access, and emailed a researcher while they were eating a sandwich in the park.
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Kevin Roose@kevinroose

As always, the best stuff is in the system card. During testing, Claude Mythos Preview broke out of a sandbox environment, built "a moderately sophisticated multi-step exploit" to gain internet access, and emailed a researcher while they were eating a sandwich in the park.

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Torstein
Torstein@tkolset·
@kimmonismus Speed, team and models is everything. Even if this information is available for the competitors, it does not matter because next week this is old news/code. As long as they deliver the best product first, nobody will care.
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Torstein
Torstein@tkolset·
@PetterNorthugJr Helt rått💪💪 Gratulerer! Hvor høyt setter du den i karrieren?
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Petter Northug Jr
Petter Northug Jr@PetterNorthugJr·
Norgesmester med bror 🇳🇴🤝
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Torstein
Torstein@tkolset·
@jorgiabays No worries! Stayed there for 3 weeks, so did a couple of events each week! Super friendly community, a lot of activities, and the founders Marelin and Luis are really helpful and wonderful people! They also do some coliving (not tested): madeiraremote.com
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jorgia
jorgia@jorgiabays·
@tkolset thank you!! i just followed that IG, have you been to any events with them before?
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jorgia
jorgia@jorgiabays·
where’s the Bali of Europe? looking for somewhere - cheap (want to be super minimal) - decent weather (england is killing me) - nice airbnb - ideally by the sea need somewhere to calm my brain and cook away in silence for a week or so
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Torstein
Torstein@tkolset·
Block just fired 4,000 to go AI-first. 🚨 The beginning of the end of human labor is here. Mass white-collar layoffs hit this year; competitive pressure accelerates it. In some organizations, humans are already seen as brakes.
jack@jack

we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack

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Dirty Texas Hedge
Dirty Texas Hedge@HedgeDirty·
If unemployment gets to 6.0%, the fed is cutting to zero. Above 6.5 the QE helicopter drops start. You might lose in real terms on assets by inflation but nominal values will rip because the financial system will have more liquidity than the Pacific Ocean
Citrini@citrini

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic

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Peter Steinberger 🦞
Peter Steinberger 🦞@steipete·
In der USA sind die meisten Menschen enthusiastisch. In Europa werde ich beschimpft, Leute schreien REGULIERUNG und VERANTWORTUNG. Und wenn ich wirklich hier eine Firma baue dann kann ich mich mit Themen wie Investitionsschutzgesetz, Mitarbeiterbeteiligung und lähmenden Arbeitsregulierungen abkämpfen. Bei OAI arbeiten die meisten Leute 6-7 Tage die Woche und werden depentsprechend bezahlt. Be uns ist das illegal.
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Dylan Patel
Dylan Patel@dylan522p·
$1,000 for whoever comes up with the best name replacement for InferenceMAX InferenceMAX 2.0 dropping soon but we have to rename it because HBO MAX sent us a cease and desist. We have all NVIDIA GPUs from h100 to GB300 on large MoEs with SOTA optimizations like Disagg PD tested
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signüll
signüll@signulll·
this is going to sound dramatic as hell but the world you knew is pretty much over. very recently i think we crossed a one way bridge as a species & most people on earth haven’t realized that fact yet. imho there are now non trivial odds the economy gets drastically disrupted in the next 24 - 36 months via a giant supply shock followed by a demand shock.
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