ทวีตที่ปักหมุด
“If you truly love life, don’t waste time because time is what life is made of.” - Bruce Lee
Barefoot Pregnant@usuallypregnant
Never forget ❤️
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Krazysaurus
564 posts
Krazysaurus
@krazysaurus
There are only plateaus, and you must not stay there, you must go beyond them.
เข้าร่วม Kasım 2023
851 กำลังติดตาม126 ผู้ติดตาม
An obvious place to start would be to rebalance my positions closer to the conviction and R:R metrics on Vive.
The irony is that even if we copy every one of Derek’s trades, our return % would still only be a fraction of his if we get the size wrong.
We can’t all be him. But we can learn.
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@krazysaurus @DelB0yTr0tter May I ask what you could have done better specifically?
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Krazysaurus รีทวีตแล้ว
During the peak of Covid when the entire planets came to a complete standstill the total demand destruction globally translated into around 22m barrels per day of oil supply for a brief period. We are now in the roughly the third week of around 11m barrels per day shortfall with no end in sight.
Think about that very carefully…
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Krazysaurus รีทวีตแล้ว
@DelB0yTr0tter It’s incredibly sad. As a young father and husband and a student of history it worries me. Late stage empire vibes here. Cannot believe this man is the president of the most powerful empire to exist in human history.
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Krazysaurus รีทวีตแล้ว
19 years ago, Putin gave a speech in Munich saying changes were coming; Russia began growing gold reserves shortly thereafter.
At the time, the global oil market was ~40x bigger than the global gold market in annual production terms.
Today, oil is ~9x bigger than gold.
Eddy Elfenbein@EddyElfenbein
18 years ago, an ounce of gold bought your 7 barrels of oil. Now it buys your 50 barrels.
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@mcuban @DowdEdward I’ve seen countless health care startup trends over the years. From price transparency to Direct Primary Care; from InsurTech to EHR. They all promised disruption out of the gate, but not one could deliver.
@costplusdrugs is the exception that proves the rule.
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I don’t think people realize how much healthcare costs are driving big companies to fire and not hire.
It costs them $30k per family, per year for premiums and care. Most of that goes to the massive, vertically integrated insurance companies that send weekly bills that no one reviews in details. And it doesn’t include the company overhead to deal with it all. It’s usually the 2nd largest expense after payroll. Which is insane
It’s far easier to blame AI than it is to blame Healthcare costs.
Want to increase jobs, wages and improve affordability for every American ?
Break up the biggest insurance companies. Make divest non insurance companies. They don’t need thousands of subsidiaries. That’s how they game and abuse the system and increase costs for all of us.
Call your senator and tell them to support the BreakUp Big Medicine Bill by @HawleyMO and @SenWarren.
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Krazysaurus รีทวีตแล้ว
Canadian real estate is getting DEMOLISHED 🇨🇦
If you bought a principal residence in the last 10 years, you lost money.
Even if you bought all-cash you’re negative with inflation, property tax, insurance, and maintenance.
And if you had interest payments, you’re even more negative.
Dead money for the last decade, dead money for the next 2 decades.
Your home is not an investment. Never was, still isn’t, never will be.
We live IN a home. We live OFF our investments.
That is why 66% of homeowners own their own home but only 1% are rich.
I hate to say I told you so but I told you so.
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Krazysaurus รีทวีตแล้ว
Just made a spontaneous decision after seeing this… I will personally respond to any queries from new Vivé users - if I follow and interact with them here on this page already.
Just @ me here so that I can arrange for the team to keep an eye out for your emails.
If you’re willing to invest the time and energy to level up then I will do everything I can to help you achieve your goals with analysing the data and constructing portfolios, on a one on one basis and to the best of my ability.
I will open this up to 50 people (I don’t think I can physically do more than that right now) for one month and we’ll see how it goes.
All queries via email after onboarding on Vivé. I will endeavour to respond within 24 hours.
I certainly don’t have all the answers but I will do my level best to help those people that want to learn and improve their lives and that of their families.
I want to help as many people change their lives as possible. That was the motivation behind building Vivé… to pay it forward and package what I know works day in day out and share it with as many people as possible.
Krazysaurus@krazysaurus
@DelB0yTr0tter Thank you for sharing your playbook. (Obviously, I didn’t see the memo)
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Software horror: litellm PyPI supply chain attack.
Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords.
LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm.
Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks.
Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages.
Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.
Daniel Hnyk@hnykda
LiteLLM HAS BEEN COMPROMISED, DO NOT UPDATE. We just discovered that LiteLLM pypi release 1.82.8. It has been compromised, it contains litellm_init.pth with base64 encoded instructions to send all the credentials it can find to remote server + self-replicate. link below
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Denise Richards. 55 years old. 4.5 hours under the knife.
Most of Hollywood lies. They sell you "skincare routines" and "hydration" while secretly getting their faces pulled back in the dark.
Richards just did the opposite. She showed the bruised, stitched, swollen reality of buying back 20 years of youth.
Her reason: She said she feels 12 inside, but the mirror stopped matching.
Society demands women age gracefully, but completely ignores them when they do.
So, is it better to fade out naturally, or pay the toll to recognize yourself in the mirror again?
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Krazysaurus รีทวีตแล้ว
John Taylor Gatto was named New York State Teacher of the Year. Upon receiving the award, he quit and spent the rest of his life writing devastating critiques of the educational system he had mastered.
Gatto argued that regardless of the official curriculum, schools actually teach seven hidden lessons. The first is confusion. Students learn disconnected facts across dozens of subjects with no integration or meaning. The second is class position. Students learn their place in the social hierarchy. The third is indifference. Students learn that nothing is worth finishing because the bell always rings. The fourth is emotional dependency. Students learn to surrender their will to a chain of command. The fifth is intellectual dependency. Students learn to wait for experts to tell them what to think. The sixth is provisional self-esteem. Students learn that their worth depends on expert evaluation. The seventh is that they are always being watched and have no privacy.
These lessons, Gatto argued, are the actual function of schooling. The explicit curriculum of reading, writing, and arithmetic is almost incidental. The real purpose is to produce passive, dependent, compliant citizens who wait for authorities to tell them what to do and think.
Trad schooling amounts to thirteen years of training in being passive and dependent.
I have seen this play out with hundreds of students. When I created Montessori middle schools in the San Francisco Bay Area, about half the students came up through Montessori elementary and about half came from public schools. When we opened, the Montessori kids immediately began doing their work, taking initiative, choosing what to tackle first. The public school students were lost. They would stare at their desks until we walked over and helped them plan their morning. It took at least a semester, sometimes a full year, before they could function in an environment that asked them to direct their own learning.
These were not less intelligent children. They had simply been trained differently. For years, someone else had made all the decisions about what they would do, when they would do it, and how they would do it. When that structure was removed, they did not know how to operate.
Agency is natural to children unless we train it out of them.
When I coach parents on evaluating their children's education, I tell them to ignore grades entirely. The question is whether their children are taking initiative, being responsible, and becoming empowered moral beings. If a child is getting straight A's but has no initiative and no sense of personal responsibility, that child is being damaged by their education regardless of how it looks on paper.
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Hey Claude, write me a .MD file so that I can piano battle Lang Lang in a Paris train station.
Ryan Leachman@RG_Leachman
I asked Claude to build my daughter an app that plugs into our piano, can read live key strokes, can show her sheet notes and key view and ends with a Guitar Hero style game. All while giving progressively harder songs. Today she’s using It and crushing It.
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It starts even before the kids graduate. Waterloo’s Co-op program places students in paid jobs every other semester. Co-op offers in US are much more sought after.
I wonder what the percentage is in the math, engineering, and other programs.
Eric Jackson@ericjackson
71% of Waterloo's best engineers leave Canada (UWaterloo SE Class of 2022 graduate survey). And nobody riots. In any other country, a 71% talent export rate would be a national emergency. In Canada, it's Tuesday. The problem isn't the people who leave. They're rational. The US pays 2-3x more, taxes less, and builds things that matter. The problem is the people who stay and never ask why the system is designed to make leaving the rational choice. Canada doesn't have a brain drain problem. It has a demand problem. Nobody demands better. Not from the universities. Not from the employers. Not from the government. The best leave. The rest adjust. The cycle continues. Every country gets the talent retention rate it deserves.
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It would be so funny if the U.S. buys oil from Iran denominated in Chinese yuan
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Krazysaurus รีทวีตแล้ว
So Daniel Radcliffe aka Harry Potter instead of spending his money, actually invested his money
And now he makes $660,000/mo just from investment returns (probably ETFs)
Essentially a perfect FIRE (financial independence retire early) story
Great work 10/10 👏
Zain@NotZainAgain
Went to my second ever broadway show the other week and it was a one-man performance by Daniel Radcliffe aka Harry Potter. He spends the 20 minutes before every show handing out props and recruiting people to interact with him during the show. Never seen someone so dialled in. Was an amazing performance, 1.5 hours straight, no intermission. He does this night after night. Did some math with Claude and he probably makes $50K per week which is great $$ but still considerably less than what he would make for a movie role. His parents also helped him invest his Harry Potter earnings well and he makes $660K/month just off investments (UK companies are required to make full financial disclosures, very different from the US but very useful for this kind of pocket watching). Which means he never has to work again he just continues to do this for the love of the game. These kinds of in-person experiences and acts of passion are one of the few things that can’t be replaced by AI Oh also he does not like it when you call him Harry or bring up his old movies. Ask me how I know.
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Krazysaurus รีทวีตแล้ว
Since when can a not handsome, middle aged intellectual become famous - by doing hours long lectures, with a webcam, on obscure topics, on YouTube?
It doesn't happen.
Discovery is dead. Anything hitting mainstream is paid for, propaganda or product placement.
Professor Jiang is my favorite internet blackpiller but he's not a professor, maybe not even Jiang.
He's a cartoon paid and promoted by someone who benefits from people accepting that the doomsday is not optional.
100s of hours of blackpill diagnostic and never a tool on how to defeat the enemy.
Rising while all intellectuals from the West get suppressed by the algorithm.
PS. Also he's doing this in English, from China, where YouTube is banned.
Midas@midascabal
I can't tell if Professor Jiang is FBI, a Psyop, or just some random bro with ideas.
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