Schizo Advisors

10.7K posts

Schizo Advisors

Schizo Advisors

@SchizoLLC

Dr. Richard FN, Conspiracy expert. All tweets constitute financial advice that you should immediately embark upon.

Palo Alto, CA เข้าร่วม Nisan 2024
699 กำลังติดตาม486 ผู้ติดตาม
Schizo Advisors
Schizo Advisors@SchizoLLC·
New negotiation ELO hierarchy: Iran <huge gap> Trump <huge gap> Anthropic
Hugo Lowell@hugolowell

NEW @WIRED: Trump admin officials concluded talks today with Anthropic without lifting export controls on Claude Fable 5, and next steps are unclear — Admin continues to believe that there are ways to jailbreak Fable 5 and access the capabilities of Mythos — Anthropic continues to say those concerns are overblown and reiterated that position in working group meeting with Commerce Dept’s CAISI and ONCD — Commerce Secy Howard Lutnick dialed in from G7 in France. National Cyber Director Sean Cairncross did not participate himself — Commerce has expressed willingness to allow Fable 5 back online for consumer use, but only as long as Anthropic resolves their jailbreak concerns w/ @ZeffMax @lilyhnewman

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Coddled Affluent Professional
You might think the LSAT is just a test you take to get into law school. No, it so much more than that. It is a test that determines whether you are an intellectual aristocrat who can function at the highest level on Twitter.
Alice@AliceFromQueens

@dissidentwookie @VagrantSentinel @xwanyex LSAT isn't a credential. It's a high-ish-level test of logic and careful reading. In my experience of any of us, the results are the best standard measure we have of valuable skills the lack of which make mid-to-low scorers exasperating to argue with in a structured way

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Chris
Chris@chriswithans·
It’ll never happen but you also shouldn’t want it to happen because most people are terrible with money and pay very little in income tax so all you’d end up with is a solid half or more of the population with no retirement at all but demanding a bailout from taxpayers for their avarice. Obviously everyone would opt-out if they could. Responsible people would invest in the S&P 500 but most people are not responsible. And they can outvote you. I’m sorry but that’s the reality.
Sam Raus@SamRaus1

Let Gen Z opt out of Social Security

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Schizo Advisors
Schizo Advisors@SchizoLLC·
@elaifresh It’s all calvinball, if they had donated to arts the complaint would be about underfunded hospitals or whatever other ill in society exists
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Elai
Elai@elaifresh·
Benioff gave a gorillion dollars to UCSF and children's hospitals instead of the arts Gates gave a gorillion dollars to global health work instead of the arts Zuckerberg gave a gorillion dollars to health research instead of the arts Tech-wealth just has different priorities
Kyle Borland 🏳️‍🌈🔻🌳@kgborland

We’ve minted hella millionaires this century alone and where is said investment in the arts & architecture? Our acclaimed arts institutions are struggling financially and being a working class artist in the City has vanished from possibility due to the cost of living. Be serious.

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Schizo Advisors
Schizo Advisors@SchizoLLC·
@tenobrus As cool as AI is as an achievement, EUV chip fabrication is the most mindfuck thing I’ve ever read up on and it’s truly insane that humans are able to manufacture at scale with such a process that powers ordinary devices in my home/pocket. Long TSMC+INTC.
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Tenobrus (→vibecamp)
i don't think this really needs much explanation but it's super out of character for me to be so terse so lemme ramble on anyway - both openai and anthropic are actively working on and hiring for custom chip programs - these *may* only be for inference, but i would find this unlikely, and we know eg TPUs are viable for both. even if they are inference may dominate soon - improved capabilities accelerating chip design and development seems *very* likely. if it's not already happening then they'll train for it - successful RSI will drive this much much faster - anthropic at least has proven themselves very willing to prevent external use of their models to compete with them - there's a pretty likely world where as RSI speeds up they use internal only models to massively accelerate chip dev and don't allow any external companies to use it for the same - nvidia does not manufacture chips themselves, their moat is their IP - they would plausibly remain a natural leader if they continued to have access to frontier intelligence, but as discussed this doesn't seem certain - so pretty quickly we find ourselves in a world where anthropic has no further demand for nvidia chips. this is obviously super desirable to them, nvidia charges a massive premium - but the actual manufacturing is much further outside their wheelhouse. TSMC or intel are basically the only plausible candidates
Tenobrus (→vibecamp)@tenobrus

tsmc >> nvda

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Schizo Advisors
Schizo Advisors@SchizoLLC·
@EleganteStache @fleshsimulator The B58 gen and beyond is much better. I have an X5 that has lasted from new to 80k just following maintenance schedules (this is expensive compared to a toyota, yes)
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El Mustachio Elegante
El Mustachio Elegante@EleganteStache·
@fleshsimulator Owning a used BMW will make you poor if you’re not actually rich tho It’s a lease car. You lease it to your business & write it off as a business expense & you get rid of it before the 5th oil change.
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Flesh Simulator
Flesh Simulator@fleshsimulator·
Legit rich people cars: - Armored GMC Yukon XL - The second nicest sedan made by a company from your country - An Toyota - String of crashed lamborghinis and one crashed porsche - Cybertruck (people are gonna MALD about this but it's true) - "I dunno a black one" - Some gay retarded bullshit like a Suzuki Cappuccino - New Old Stock 1998 Ford Ranger with cloth seats and manual windows - Pristine (and I mean fucking PRISTINE) 1983 Mercedes 300TD - Recumbent Bicycle
Elijah@ElijahMessianic

@fleshsimulator BMW is a poor person's idea of a rich person car.

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Schizo Advisors
Schizo Advisors@SchizoLLC·
@credealjunkie Lots of people in the bay area are from cultures that place an extreme emotional premium on ownership.
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Andrew Jeffery
Andrew Jeffery@credealjunkie·
Up and down the Peninsula, you can either buy a house for $2 million and pay $12,000/mo in PITI, Or Rent a house for $5,800 and the call the owner when the toilet backs up. One of these is mispriced.
Andrew Jeffery tweet mediaAndrew Jeffery tweet media
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Aleph
Aleph@woke8yearold·
I wonder if the US will let countries apply to join the union. This sounds absurd but if you imagine a world dominated by American AIs it might really happen. Probably not though Who would we accept?
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Schizo Advisors
Schizo Advisors@SchizoLLC·
@El_Xico99 @markasaurus The average art output from these third tier toilet art schools is abysmal and the people who end up making it basically succeed in spite of art school.
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Schizo Advisors รีทวีตแล้ว
memetic_sisyphus
memetic_sisyphus@memeticsisyphus·
Dexter has some of the best unintentionally hilarious characters. The first is Dexter’s dad, who didn’t know what autism was. His son having trouble navigating emotions and understanding what people like teenage girls were feeling is determined to be the unfixable mind of a psychopath. So he trains him to be a serial killer.
memetic_sisyphus tweet media
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Wally Nowinski
Wally Nowinski@Nowooski·
The craziest thing I learned when running the NO campaign on a CA ballot question is just how insanely loose the campaign laws governing them are relative much of the country. 1: No contribution limits 2: Corps and non-profits can give directly 3: Petition signatures are protected, so you can’t really challenge the validity of them 4: You don’t even need to be a registered voter to circulate the petition
M. Nolan Gray 🥑@mnolangray

The thing to understand about California ballot initiatives is that they're frequently just proxy battles over tangentially related issues. It's a game of chicken where the goal is to advance your negotiating position, get what you want, and pull it before burning too much cash.

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Schizo Advisors
Schizo Advisors@SchizoLLC·
@DavionSoldier @paleonormie Car companies listen to their customers (people who buy new cars). People who buy used cars for as little money as possible might as well not even exist.
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The Last Illician Lancer
The Last Illician Lancer@DavionSoldier·
@paleonormie It's so frustrating that cars could have stopped at perfectly acceptable levels of computerization and are now over-solved. Desperate to save my old Subaru
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Westside L.A. Guy
Westside L.A. Guy@WestsideLAGuy·
Vegas really brings out the FAWG Fat Average White Guy Grown ass White bros at 30% body fat in sports shirts, rooting for pro athletes living the lives they fantasize about. Their ancestors built America but they’re now emasculated, a far cry from the greatness of the past.
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Cracker
Cracker@AFlaCracker·
@SchizoLLC @LokiJulianus Every cyber crime is protected under the First Amendment, as long as you only use your keyboard... according to this guy. 🤦‍♂️
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Schizo Advisors
Schizo Advisors@SchizoLLC·
@AFlaCracker @LokiJulianus Nobody has the right to walk into a school and shoot people, but US citizens have the right to own the guns used in such an attack. We have laws to deal with the potential harmful actions an LLM can undertake.
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Cracker
Cracker@AFlaCracker·
@SchizoLLC @LokiJulianus You're making a nonsensical argument. No one has a first amendment right to hack a bank computer system ... so long as they only type "words" into a command line to do it. This guy. 😬
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Schizo Advisors
Schizo Advisors@SchizoLLC·
@AFlaCracker @LokiJulianus Regulation of LLMs as word output is basically incompatible with the most closely held principles of the founding of the United States.
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Cracker
Cracker@AFlaCracker·
"just ... words" write software code, control computers and other physical devices, interact with any website or networked system, design and build weapons, and on and on. These LLMs aren't just writing essays. Their words are used to control tools with presence in the real world.
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Schizo Advisors
Schizo Advisors@SchizoLLC·
@BigfootHeavy Yes but obviously very little is extracted from SF. SF and a handful of metros are experiencing an unbelievable surplus to such a degree that the claimed extraction is just people upset that tech pays its people so well.
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Schizo Advisors
Schizo Advisors@SchizoLLC·
Fact check: there is no accounting measurement on earth that would show tech people extracted more from SF than they brought in. We are talking about companies that extract globally and provide the best wage labor conditions in history.
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Schizo Advisors
Schizo Advisors@SchizoLLC·
@chriswithans A long time ago the congressional pharmacist had an interview with the Post and mentioned that many congresspeople are on dementia medications. This offhand remark got a ton of attention and he had to quickly retract it.
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