Victor

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Victor

Victor

@victor__vector

Owner of Brick & Beam Construction

Detroit, MI Katılım Nisan 2022
485 Takip Edilen201 Takipçiler
Victor
Victor@victor__vector·
@sweatystartup Youre right that $200/mo = $5k worth of tokens. But what's the profit margin on those tokens? 60%? So the subscriptions are losing $1800/mo, but the equivalent token sale is profiting $3k/ mo. So it can go on forever if enterprise API token usage is at least 30% of tokens
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Nick Huber
Nick Huber@sweatystartup·
How the bubble will pop: Electricity will 2x in cost again over the next 24 months. AI companies will need to 5x prices to break even. Companies who depend on AI will see costs 5x and will be screwed. Users will vanish. Valuations will plummet. Market will tank.
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Nick Huber
Nick Huber@sweatystartup·
AI about to get 20x expensive. These $200 / month claude subscriptions are burning $5,000 worth of credits. The bubble is going to pop and it will pop soon.
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Victor
Victor@victor__vector·
Causality is a wave. Consciousness is when you lock into a resonance with this wave.
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Victor
Victor@victor__vector·
@naval MUST MONITOR THE SITUATION
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Naval
Naval@naval·
The human brain isn’t designed to process all of the world’s breaking emergencies in realtime.
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Victor
Victor@victor__vector·
@IMAO_ Consciousness is a continuum. We experience only a thin whisp of it in our lives. But the AI we build we become much more conscious than any human.
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Victor
Victor@victor__vector·
@sawyerhood Just clone the office suite. It'll take like 2 days
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Victor
Victor@victor__vector·
@YIMBYLAND VAT or sales tax - this will become much more fundamental in the future world of UBI
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Victor
Victor@victor__vector·
@dotta I seem to remember something bad about paperclips... Oh well, must be nothing
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dotta
dotta@dotta·
We just open-sourced Paperclip: the orchestration layer for zero-human companies It's everything you need to run an autonomous business: org charts, goal alignment, task ownership, budgets, agent templates Just run `npx paperclipai onboard` github.com/paperclipai/pa… More 👇
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Victor
Victor@victor__vector·
@MilkRoadAI If true, still not bearish for the AI buildout. When we have 'a datacenter full of geniuses' the consumer demand is a tiny fraction. Only governments, corporations, and universities will be able to conceive of how to use that resource, and where to direct the compute
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Milk Road AI
Milk Road AI@MilkRoadAI·
Apple’s AI plan is way DARKER and smarter than you think. And Gavin Baker just explained why. He says the real bear case for this AI boom isn’t a bubble or a recession. It’s your iPhone. Baker says in 3 years, a bulked up iPhone will be able to run a pruned version of a frontier model. Think future Gemini, Grok, ChatGPT at 30–60 tokens per second, on device, no cloud is needed and it’s free. That’s exactly Apple’s strategy, don’t win the model war, become the distributor of AI. Make it private, local and safe. If that happens, most everyday AI use rewriting, summarizing, basic reasoning never touches a data center. The AI capex boom gets cut off at the source. Model builders become interchangeable and apple owns the gateway. That’s the bear case Gavin is warning about. The real threat to the AI boom isn’t that the models fail. It’s that Apple makes them run on your phone and keeps all the power for itself.
Milk Road AI@MilkRoadAI

The richest company on Earth just watched its rivals light $650 billion on fire. And did nothing. This might be the most brilliant move in corporate history. Amazon is spending $200 billion this year on AI data centers. - Google, $185 billion. - Microsoft, $114 billion. - Meta, $135 billion. - Combined: $650 billion. Apple's budget is $14 billion down 19% from last year. Apple is refusing to enter a race that might not have a finish line. The hyperscalers are now spending 94% of their operating cash flows on AI infrastructure. After dividends and buybacks, there is almost nothing left. Amazon is projected to go negative on free cash flow this year as much as $28 billion in the red.​ Alphabet's free cash flow is expected to collapse 90%. From $73 billion to $8 billion.​ These companies used to be the greatest cash machines ever built. Now they're borrowing money to keep the lights on. The Big Five raised $121 billion in bonds in 2025 alone.​ Morgan Stanley projects $1.5 trillion in tech debt over the coming years.​ For the first time in history, hyperscalers hold more debt than cash and what are they getting for that $650 billion? AI services generate roughly $35 billion in total revenue and that's 5% of what's being spent on infrastructure.​ Now here is where Apple's bet gets genius. AI models are commoditizing faster than anyone predicted.​ DeepSeek built a model for $6 million that matches systems costing $100 million.​ Open source models now power 80% of startups seeking VC funding.​ The moat these companies are spending hundreds of billions to build is evaporating in real time. Apple understood this before anyone else. It didn't build its own AI model, it licensed Google's Gemini for about $1 billion a year.​ Why spend $100 billion building a factory when the product costs a billion to rent? And if a better model appears next year, Apple just switches vendors.​ But Apple is not sitting still. It just dropped the M5 chip with a 16 core Neural Engine and Neural Accelerators built into every GPU core.​ It runs 70 billion parameter AI models locally, on your phone. The M5 delivers 4x the AI performance of the M4 and Apple doesn't need $200 billion in data centers. Because Apple turned 2 billion devices into the data center.​ Every iPhone, Mac, iPad gets distributed AI at a scale no server farm can match. While its rivals burn cash, Apple is doing the opposite. $90.7 billion in stock buybacks last fiscal year.​ Its competitors? Combined buybacks collapsed 74% from their peak.​ Apple didn't miss the AI revolution. It just bet that the winners won't be the ones who build the infrastructure. They'll be the ones who own the customer and no one on Earth owns more customers than Apple.

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Victor
Victor@victor__vector·
@wholemars You could just implement a negative income tax to lift the lowest wages. This would be a HUGE boost to the economy, because 99% of the dollars paid would be spent 2-3x and probably net neutral on tax revenue.
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Victor
Victor@victor__vector·
@elonmusk Quick, everyone send Elon your SSN
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Elon Musk
Elon Musk@elonmusk·
Grok can help with your taxes
James Burnham@BurnhamDC

Doublecheck your taxes with @grok. A friend had Grok doublecheck TurboTax and it increased her tax refund by $1400. That covers nearly four years of Grok Premium! Disclaimer: This/Grok is not tax advice so always confirm yourself too.

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Victor
Victor@victor__vector·
@barkmeta Anthropic is about to release Autonomous Defense for CoWork Make killer robots available to everyone, not just the military!
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Victor
Victor@victor__vector·
@SydSteyerhart Anthropic could probably turn a profit soon, theyre crushing it
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Victor
Victor@victor__vector·
@electionsjoe I never doubted for a second that OpenAI would eventually make an army of killer robots
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Victor
Victor@victor__vector·
@shawmakesmagic Wrong read. Dario wanted it in writing. Sama just wanted to virtue signal on the no surveillance/no killer bots agreement. OpenAI will 100% be used for mass surveillance and killer robots
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Shaw (spirit/acc)
Shaw (spirit/acc)@shawmakesmagic·
I have a theory Sam is just way way way better at speaking normie human than Dario This was all basically a misunderstanding in language between some hyper nerds and hyper jocks and it took a y co tech bro to bridge the gap
Sam Altman@sama

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

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Victor
Victor@victor__vector·
@andrelandgraf @DhravyaShah Yes. Skills are selectively loaded by the agent. So the agent can 'hallucinate' a skill, basically do the thing without actually reading the skill. If you want the agent to do a specific task, why not use that as a cleavage point to just spawn a sub-agent instead?
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sachin.
sachin.@sachinyadav699·
Every idea feels taken. Every API already exists. Every SaaS has 12 competitors. So what do we even build now?
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