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Entropium
9.3K posts
@mattparlmer Why kill them when you can bleed their equity off for company store dollars?
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Pretty interesting findings
I think that the labs are the complement to be commoditized if the compute providers actually push for it
OpenRouter@OpenRouter
Introducing the Fusion API, the smartest compound model in the market. Fusion achieves Fable-level intelligence at half the price. How it works 👇
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@powerbottomdad1 computers have always been hackable
should that stop us from using them?
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super crazy thing to write in a widely shared public document when arguing against your model being shut down
Anthropic@AnthropicAI
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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@AvgHumanExp @FFairing @Golden_Ted_ zero sum mfs staying confused about how a non-zero sum world can possibly function
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@FFairing @Golden_Ted_ With your logic, every trade that was ever made is just neutral and meaningless
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$INTC HOLY GOD! Deep in the money but I have never seen anything close to this ever before!
John Trades MBA@JPATrades
Someone just bought $241,000,000 worth of $INTC calls that expire in September. I'm sorry what???
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@x86machine @beffjezos Clarke’s first law:
“When a distinguished but elderly scientist states that something is possible, he is almost certainly right. When he states that something is impossible, he is very probably wrong”
Good luck
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@beffjezos Dude I'm gonna make fucking bank shorting it. I'll show you don't worry. Let's see who makes a greater return.
Being a naive optimist is laughable.
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Pessimists sound smart.
Optimists make money.
Today is proof of that.
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@shakoistsLog cool 72628 word screed on why X Elon idea will fail…
would be a shame if the chuds voted with their dollars until their dreams become reality
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@jakehalloran1 @shakoistsLog @P_Remarks normal market forces do apply this is just a copout for the shorts being wrong and losing money time after time
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@shakoistsLog @P_Remarks i mean lets face it shorting elon companies is just shooting your own dick even if the valuation is dumb, theres no real market mechanism to object
which is fine to be clear, people want to buy elon companies so they can but normal market forces dont apply
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I know it’s 2026 and nuance is illegal but you can simultaneously think SpaceX rocketry is an impressive engineering achievement while also thinking a $2T valuation is an affront to intellectual honesty
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@mattparlmer ‘Crowded market’ is the faulty assumption. There are a lot of startups but none have viable unit economics. Excluding Blue Origin and China as the only actors that can absorb heavy losses indefinitely
x.com/type1ayy/statu…
Entropium@type1ayy
People aren’t ready to accept but all non SpaceX and Blue Origin launch startups are effectively already dead
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I’m happy for everybody who will secure their bags this IPO season but man, some of this pricing seems less than grounded
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I’m sorry but this was obvious to anyone with a brain. Photonics reliability is garbage and CPO isn’t happening for at least 5 more years.
Also if it does happen it will be Broadcom who wins it not Nvidia.
法克魷吉米 Jimmy | Real TSMC Insight | 純愛を学び中 💜@jimmy_yoasobi
LONG $AVGO $MRVL Key Points >CPO co-packaged optics technology is actively advancing >NVIDIA Spectrum-6 Ethernet version experiences optical loss over 3.5dB higher than previous generation >Active alignment requires sub-micron precision with over one hundred operations per module >Quantum-X modular design has lower yield pressure while Spectrum-X direct co-packaging causes yield to deteriorate exponentially >NPO near-packaged optics serves as short-term transitional solution Conclusions >CPO is inevitable in the long term but the timeline carries significant uncertainty >Regardless of whether CPO or NPO ultimately adopted the optical components supply chain will continue to benefit Discussion This article thoroughly dissects the controversy triggered by the SemiAnalysis report The focus is not on denying the future of CPO but on highlighting the precision alignment difficulties during mass production Active alignment involves six degrees of freedom making it extremely easy for tiny deviations to cause high optical loss Spectrum-X has high port density and cannot easily replace faulty optical engines like Quantum-X This leads to a situation where with 95% yield per engine the probability of all 32 engines being good drops sharply to about 19% To achieve acceptable overall yield each attachment step needs to approach 99.5% yield threshold This presents a major challenge under current manufacturing processes NPO only needs to handle alignment for a single optical engine greatly reducing complexity It is suitable as a bridging technology before CPO matures Overall the article maintains a balanced perspective It acknowledges the reasonableness of the technical obstacles while pointing out that AI networking demand remains strong Investors and industry practitioners should closely monitor subsequent verification and solution progress
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@cargoshortdad64 @mattparlmer its called competition, and its the whole point of capitalism. hope that helps
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I think Neil de Grasse Tyson just plain sucks. He has none of the depth of Carl Sagan, none of the humility Hawking, nor scientific accomplishments.
He is a gotcha sound-byte narcissist, an absolute dead weight to society, he just fucking sucks
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@usr_bin_roygbiv I agreed with you until you said 2hrs of work a week
No excuse for being a leech
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swe role - $150-200k/yr
no hourly billing
no liability/lawsuits
do 2 hrs a week of work most places
reliably pay you every two weeks
contracting - $100/hr
constant hourly accounting
can't stack as easily
noone wants to hire you because they can't write it off
people screw you
Lopez@engineeredlopez
@zekramu @usr_bin_roygbiv sunbiz.org Last interview ever Closing contracts > swe interview
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There’s no generational creative talent who grows up wanting to make the 19th version of someone else’s game. The people who made the first version got sick of it and left to do new stuff.
Maybe the new stuff is bad, maybe it’s good. But creatives simply do not churn out minor iterations of the same formula every year. Exceptions exist (hello German Porsche 911 designers), but very rarely in western media.
Unfortunately the success of the initial offerings creates market demand for Porsche-style minor refreshes of the brand, and the nostalgia and accumulating wealth of those who grew up with the first versions mean there’s huge economic value in serving the “Classic” market.
So now Corporate wants to cash in on that value, but Creative wants out. What to do??
Hire external contractors! Give them a task, pay them, done. After all, their job is just to remake something already great. How hard could it be??
Lol.
Despite the massive expense and AAA branding, the finished product is incapable of pleasing fans. It is, with Regret, unfaithful to the original in ways that a contractor can’t perceive but that anyone who grew up on it can….AND it contains a little bit of the contractor’s own flair, their own “modern spin on the familiar,” their own “creative juices” because the contractor is merely human and so also has an ego and aspires to one day be more than just a contractor.
The tragic part of this story is that many great media creatives got their start doing exactly this! Sometimes it works.
Usually it does not. What you get instead is a weirdly proportioned McMansion where everyone on the street can immediately the gap between ambition and taste.
You have to feel bad for Corporate. They just wanted to give the people the Classic product that all their surveys said would be a hit. And as obnoxious as they can be, you have to feel bad for the fans too. They just want what they used to have. Nobody can give it to them.
What’s trickier is feeling bad for the contractors. I like to look for unexpected angles on things, and the best I can come up with here is: the opportunity they were given was bigger than their talent. That must actually be a very unfortunate place to end up.
Anyway. This is a familiar story. You see it across all different kinds of games (Age of Empires, World of Warcraft, Halo) and media (every TV adaptation of a nerdy IP). Sometimes you get lucky and it turns out you gave the IP to a Christopher Nolan. When that happens, the Nolan-type will make a great product and then never work as a contractor adapting someone else’s IP again.
You can have the old version as it was, if you’re lucky. Or you can have contractor slop.
Max@minordissent
343 releasing a version of CE stripped of every shred of its iconic liminal vibes not even a month after The Backrooms just kicked off a generation run for liminal vibes is so classic 343 that i’m not even mad at this point. It honestly must be studied how they have so consistently managed to make the exact worst call possible for over a decade.
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Neos will rip harder
SemiAnalysis@SemiAnalysis_
Interestingly, the public market is positioned in the opposite direction, with neocloud names trading like the cycle is about to roll over. Our read, which we lay out in the piece, is that the scarcity is real, the long-dated rental floor is much higher than the equity setup implies, and existing H100 fleets have meaningfully more economic life left than the consensus model assumes. Link to the Newsletter: (4/4) newsletter.semianalysis.com/p/the-great-gp…
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@richardartoul so? why do I care if a company determines juniors don’t have value for them? they’re not a college and they’re not a charity, they hire for skills
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the most self righteous company on earth is pushing for total reform of society, but doesn’t believe in hiring or training the next generation of talent
let that sink in
ℏεsam@Hesamation
Anthropic almost AVOIDS hiring juniors unless they have a PhD. and only ~13% of their employees have PhD, most have years of careers behind them.
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@mattyglesias i care more about the success and proliferation of protestant work ethic enlightenment values and societies arguably more than my own nation.
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I think it’s unseemly to have strongly held opinions about other countries’ immigration policies, everyone needs to decide their own national identities for themselves.
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@bubbleboi But he posted it with a generated gigachad sundar that doesn’t even look like him
There’s no way this isn’t legit
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@sailaunderscore category error to assume one asset is fixed and the other is not
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Very simple to prove this.
Imagine there are three things you can buy:
1/ Apples
2/ Orchards
3/ Gold
Orchards produce x apples a day and cost y apples to create. You need to consume z apples a day to survive.
Assuming the economy is growing: as the amount of orchards increase, the amount of apples produced will increase. So for any basket of consumption with a non-zero amount of demand for gold, the price of gold will inevitability increase.
Further it will rise in relation to the amount of apples created or during times of large expectations of forward growth, it will rise above the increase in production.
saila (in sf)@sailaunderscore
@KyleSamani @mert Non-productive assets — probably better to think of them as monetary assets: driven by scarcity, mimetic desirability, and moneyness — (which importantly are best in-class) always end up benefitting from productive assets. Otherwise how do you explain gold’s run-up?
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Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: darioamodei.com/post/policy-on…
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