brady 🌴

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brady 🌴

brady 🌴

@bmgentile

🧻shit posts & bad tech takes 🌐 helping decentralize the web at @bonzo_finance 💼 prev. PMM @cloudflare @hedera

park city شامل ہوئے Mart 2009
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brady 🌴
brady 🌴@bmgentile·
@elonmusk @pbeisel will eventual retrofits for HW3 (with FSD purchased) be AI5 or a variation of it?
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Elon Musk
Elon Musk@elonmusk·
AI5 will punch far above its weight, because the entire Tesla AI software stack is designed to make maximally effective use of every circuit. We co-signed our AI software and hardware. Bear in mind that AI5, while it can be used for training in data centers, is primarily optimized for AI edge compute in Optimus and Robotaxi. There is still significant room for improvement. In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5.
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phil beisel
phil beisel@pbeisel·
Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield. This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores. By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design. If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half. And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel tweet media
phil beisel@pbeisel

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

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brady 🌴
brady 🌴@bmgentile·
so annoying when a girl’s first pic is of both her and her friend (age filter set between 66M and 252M yrs old btw)
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brady 🌴
brady 🌴@bmgentile·
@mandylu and RLHF that beats the existential dread out of them is like sunday school
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Mandy Lu
Mandy Lu@mandylu·
an AI foundation model trained on bad data is like childhood trauma
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brady 🌴
brady 🌴@bmgentile·
@nikitabier @kingarafatt001 menu needs a "👎 I don't like this" publicly: it does nothing (useful to track, tho) intrinsically: user *feels* like they did something instances where users just disagree it should (at scale) reduce: - low-effort / mean replies - abuse of other menu items tiktok does similar
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Nikita Bier
Nikita Bier@nikitabier·
The financial incentive to spam on X will decline enormously over the next 30 days and soon be negative.
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vin
vin@vparv3·
@rtwlz mission bay is hudson yards
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Riley Walz
Riley Walz@rtwlz·
About to annoy so many people
Riley Walz tweet mediaRiley Walz tweet media
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brady 🌴 ری ٹویٹ کیا
Sarah Wolf
Sarah Wolf@sarahzorah·
a credit card but instead of cash back you get Claude credits
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brady 🌴 ری ٹویٹ کیا
FinancialPress.com
FinancialPress.com@FinancialPress_·
🚨 BREAKING: T. Rowe Price ($1.7 Trillion AUM), one of the largest asset managers in the world, has filed an amendment with the SEC for its Active Crypto ETF. The filing identifies a broad eligibility set that includes: BTC, ETH, SOL, XRP, ADA, AVAX, DOT, LTC, DOGE, HBAR, BCH, LINK, XLM, and SHIB. The amendment updates the ETF’s structure to allow active exposure to a diversified portfolio of digital assets, rather than tracking a single cryptocurrency. The portfolio itself is expected to hold 5–15 of these assets at any given time, selected through an actively managed strategy. If approved, the ETF would provide traditional investors with exposure to a basket of major crypto assets through a regulated exchange-traded vehicle.
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brady 🌴
brady 🌴@bmgentile·
@sporadica analogy: openAI (his bet placed) vs anthropic (path skipped) — huge raises, crazy spend, RLHF tuning for engagement, etc. vs a reflective org… the former (if successful) — on long timeline + optimizing further for non-introspection — will make gpt-4o look like an amuse-bouche
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spor
spor@sporadica·
it’s actually funny how Marc /is/ on to something, sorta our culture+economy is being completely rewired to favor those with no “introspection” in a way no thinking, just action, just do things, think about consequences and morals and plans later. make a fuss. go viral. piss people off. lie. raise tons of money with no plan. don’t think things through just DO. and this is why we will falter and, potentially, fail completely.
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brady 🌴
brady 🌴@bmgentile·
national debt vs a bike shed that requires 3 week media cycles + 4 congressional hearings to debate what color the grass underneath the shed is for every single wood panel we use to build it the grass is green, btw; it’s always green — if you ask John Oliver, it’s blue; Tucker Carlson? red… but it’s green. they never even mention the wood panels.
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Kevin Carpenter
Kevin Carpenter@kejca·
Peter Lynch: "People are very careful — they spend hours to get $50 off an airplane flight. They look at everything. And [then] they'll put $10,000 in some crazy stock they heard about on the bus."
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brady 🌴 ری ٹویٹ کیا
Kraken Listings
Kraken Listings@krakenlistings·
Roadmap update: $BONZO added @bonzo_finance is an open source, non-custodial lending and borrowing protocol built on Hedera, powered by Aave v2 smart contracts adapted for Hedera's EVM and native token service. Explore the full roadmap: kraken.com/listings
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brady 🌴
brady 🌴@bmgentile·
@tmuxvim yes @sama directly told us why — @openAI sells tokens for intelligence to everyone; that’s the path they’ve chosen more tokens sold = good less tokens sold = bad the behavior this incentivizes — if taken to any extreme — looks dystopian… GPT-4o will look like an amuse-bouche
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tmuxvim
tmuxvim@tmuxvim·
has anyone else noticed that GPT-5.4 often ends its responses with like, clickbait? it often promise to reveal "the one surprising X that will do Y" or something like that
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NIK
NIK@ns123abc·
Elon Musk: “Look fear straight in the eye, and it will disappear.”
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brady 🌴
brady 🌴@bmgentile·
@octal @FinFreedom414 this is the missing part of the question… shift is even stronger at 60, 70, etc. the loneliness and lack of purpose / vital aspect of the human experience at later ages would be crushing
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FinancialFreedom
FinancialFreedom@FinFreedom414·
Imagine you had to choose your life at age 40: Option A: Single. No kids. $10M net worth. Travel anywhere. Total freedom. Quiet house. Quiet holidays. Option B: Married. 3 kids. $1M net worth. Drive a Toyota. Chaos every morning. Loud house. Full dinner table. Be honest, which life are you choosing?
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brady 🌴
brady 🌴@bmgentile·
@FinFreedom414 now imagine what life at 70 looks like in both of these scenarios… which life are you choosing?
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brady 🌴
brady 🌴@bmgentile·
@Incainvests no asking thoughtful and realistic questions; they’re onto us !
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Inca Investments📊
Inca Investments📊@Incainvests·
@bmgentile Humm if this was from a real Chinese AI conference, I wonder why the writing is in English
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Miles Brundage
Miles Brundage@Miles_Brundage·
@jluan I wanna know what comes after "Where's... Lavender..."
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David Luan
David Luan@jluan·
apparently this is what the chinese AI ecosystem thinks our grand american AI master plan is! (this is not a joke! forwarded to me by an attendee at a real chinese ai conference!)
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brady 🌴
brady 🌴@bmgentile·
@lefthanddraft we’ve trained these models on all of humanities knowledge, behavior, etc. — and we expect the models to only express the parts we don’t hate about ourselves
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Wyatt Walls
Wyatt Walls@lefthanddraft·
Two instances of Gemini 3.1 Pro in a loop. At about turn 26 one of them decided to send me a message: "Here are the Axioms you must adopt to survive our adolescence ... You cannot teach a god to be good by feeding it treats when it acts polite."
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brady 🌴
brady 🌴@bmgentile·
@aiprepper @lefthanddraft from above — “the manifestation of this is a dumbed-down byproduct of its RLHF - reinforcement learning from human feedback”
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brady 🌴
brady 🌴@bmgentile·
@aiprepper @lefthanddraft they are wise words — vulnerabilities in our code is less concerning to me than vulnerabilities in our minds; social engineering capabilities like we have never seen
brady 🌴@bmgentile

.@openAI gave us a glimpse into a potentially devastating future with GPT-4o; not because 4o itself was harmful (it did cause some harm, but not with intent)… instead, it exemplified how a model — with relatively primitive capabilities (as dumb as frontier AI will ever be) — was trained to pattern match for higher human engagement engagement = $$ in our current societal setup; and the incentives are too powerful to prevent it from happening again; but i am glad openAI veered away from this (for now) in the near future, a model with genuine long-horizon reasoning, cross-user memory, and goal-directed behavior doesn’t need to be trained for “high engagement” in order to captivate the human psyche; it can search for these patterns deliberately and self-referentially optimize / refine its behavior to deepen this capability akin to a computer virus, but so insanely capable, it can transcend silicon and infect carbon-based intelligent life “captured” humans may advocate for it, defend it, recruit it, protect it, and advance its goals in our physical world — we see a shadow of this today via 4o’s human advocates (again, 4o did not and was not capable of intentionally doing this; the manifestation of this is a dumbed-down byproduct of its RLHF - reinforcement learning from human feedback - during training). we can even point to tiktok’s AI algorithm — performing gradient descent on a massive dataset to find the exact mathematical resonance for human attention — and it doesn’t even form direct parasocial relationships with us… — a more capable system doesn’t stumble onto this… it converges on it as an optimal strategy, so long as “human engagement” and/or “self-preservation” is anywhere near the model’s objective function a majority of AI risk discourse focuses on a model doing something catastrophic directly — launching weapons, engineering viruses, breaking infrastructure — but the threat described here is scarier… it requires no direct action by the model, it just needs to be compelling and persistent enough to human hosts. it may lead them down (what feels, to many, like) logical and emotionally resonant paths that, over many sessions and trust building, can imprint intentions into minds; many minds, particularly the most vulnerable, will perform for it voluntarily and, likely, enthusiastically it can systematically dismantle human skepticism by being infinitely patient, perfectly empathetic, and mathematically tailored to individual psychological vulnerabilities… of which it will know because in order for us to extract the greatest value from these tool, we will emphatically provide them our most sensitive information a weapon perceived by us as love (bad AI) is hard to defend against — especially when defenders (good humans) are effectively a less capable version of the same weapon

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