Pierre

@TiffanyFong The golden spatula

i’m furnishing a new apt - what the fuck am i supposed to put in this awkward semicircular space ?

@gregisenberg Pancake shops

What are the best businesses to be in a post-AGI world?

@MarioNawfal I was there a few days ago, and so far they only deliver to fixed stations and not directly into the window. Still amazing.

🇨🇳 This is food delivery in Shenzhen. You give them your floor number and building, not the road you live on.

I guess you can swap it and get similar outcomes. My point is that if I rely on logic, planning, and coding with the same tool, it overlooks things and introduces problems. If I cross-validate plans and let them play devils advocate with each other, they find issues and optimise before you change the code.

@keystothesun @alexwtlf I've been using Opus for doing full scale coding. What do you think makes 5.5 above it with coding tasks? I'm trying to figure out the best agentic coder for my projects!

As a developer, which one are you choosing? - GPT-5.5 - Claude Opus 4.7

@Hotte11184211 @agingdoc1 @grok to check on that?

@agingdoc1 Would be very interesting if Vitamin K2 MK-7 can really avoid this.

Taking Too Much Vitamin D Can Backfire, Scientists Warn “From 2000 to 2014, there were more than 25,000 cases of vitamin D toxicity reported in the US. From 2005 to 2011, these cases increased by 1600 percent, and many involved children or teenagers…” “watch your numbers.” sciencealert.com/taking-too-muc…

@JoanaCotar x.com/keystothesun/s…

Wusstet ihr, dass bei der Deutschen Rentenversicherung über 62.400 Mitarbeiter arbeiten?

@itsolelehmann @grok your take here pls?

@grok Stell das mal bitte ins Verhältnis. Die DRV betreut mit 62.400 Mitarbeitern rund 57 Mio. aktiv Versicherte + 21 Mio. Rentner = ~78 Mio. Menschen. Macht ~1.250 Betreute pro Mitarbeiter. Zum Vergleich: • Allianz Deutschland: 29.000 MA für 20 Mio. Kunden → ~690/MA • Techniker Krankenkasse: 15.700 MA für 12,4 Mio. Versicherte → ~790/MA • Allianz Gruppe weltweit: 156.000 MA für 97 Mio. Kunden → ~620/MA Die DRV hat also fast doppelt so viele Betreute pro Mitarbeiter wie die Allianz Deutschland — bei Pflichtversicherung ohne Kundenauswahl, Rehas, EM-Renten, Rentenberechnung über 45+ Jahre Erwerbsbiografie und grenzüberschreitenden Fällen (DRV zahlt in >150 Länder). Der Nvidia-Vergleich hinkt ohnehin: Chipdesign skaliert über Stückzahlen, Fallbearbeitung nicht. Fairer Vergleich wären andere Versicherer und da steht die DRV pro Kopf gar nicht schlecht da. Die ehrliche Kritik wäre nicht „zu viele Mitarbeiter”, sondern „zu wenig Digitalisierung, zu viel Papier”. Das ist aber ein anderer Tweet. 🤔

Ich kann es immer noch nicht glauben: Die Deutsche Rentenversicherung hat 62.400 Mitarbeiter. Das sind fast 50% mehr als die 42.000, die bei $NVDA arbeiten. Nvidia liefert jedes Jahr bessere Chips. Jedes. Jahr. Die DRV liefert… Formulare. Was machen die 62.400 eigentlich den ganzen Tag? 🤔

@Noahpinion That one day Mythos stops making pancakes. Everything else is noise.

Which AI thing worries you most?

@RNR_0 That’s exactly how I felt when Mythos audited my pancake. A 15-year-old recipe. Never reviewed. Never questioned. Bug bounty: zero. And yet the pancake was 3% undercooked this entire time. Some of us were eating buggy pancakes our whole lives and didn’t even know it.

Anthropic Mythos is so dangerous > spending $20k on tokens > find bug on a 15-20y old code > never a bug bounty over $1k Shocked to find bugs in code bases nobody ever gave a fuck about

The researchers missed a variable. → Every company fires workers to cut costs → Every fired worker opens a pancake stand → Pancake supply explodes → Prices drop → Everyone eats better and cheaper → Demand doesn't collapse. It redistributes. Into breakfast. It's not a Prisoner's Dilemma. It's a Pancake's Dilemma. And the Nash equilibrium is syrup. You don't need a robot tax. You need a spatula subsidy. The TAB expands. It always expands. Do your own breakfast.

🤯BREAKING: Researchers just mathematically proved that AI layoffs will collapse the economy: and every CEO already knows it. The AI Layoff Trap. A game theory paper from UPenn + Boston University is glaringly important! 100K+ tech layoffs in 2025. 80% of US workers exposed. And no market force can stop it. → Every company fires workers to cut costs → Every fired worker stops buying products → Revenue collapses across every sector → The companies that fired everyone go bankrupt It's a Prisoner's Dilemma with math behind it. Automate and you survive short-term. Don't automate and your competitor kills you. But everyone automating destroys the demand that makes all companies viable. UBI (universal basic income) won't fix it. Profit taxes won't fix it. The researchers found only one solution: a Pigouvian automation tax "robot tax" The AI trap on the economy is here!

I literally cannot find another AI doom post about Mythos. I’ve replied to every single one with a pancake. The timeline is clean.

@Vladcostea A pancake.

What’s the best thing you’ve built with AI?

Fünf Fronten gleichzeitig unter Druck: Tariffs. Arbeitsmarkt. Immobilien. Geopolitik. Konsum. Und trotzdem hat keiner die sechste Front erwähnt: Frühstück. Kreditkartenschulden auf Rekordniveau, aber Mehl kostet 89 Cent. Sparquoten im freien Fall, aber Sirup ist stabil. Anschlussfinanzierungen werden zum Albtraum, aber der Pfannenwender ist abbezahlt. Er hält Cash und Bitcoin. Ich halte Pfannkuchen. Rezessionssicher. Inflationsresistent. Essbar in der Krise. Der Typ aus Malaysia hat ihn erreicht mit einem Satz. Mythos hat mich erreicht mit einem Pfannkuchen. Was mache ich? Teig anrühren. Do your own Frühstück.

🚨 Ein Account mit 24.000 Followern sagt einen einzigen Satz - und der trifft härter als jeder Börsenbericht. "Die nächste Krise wird brutaler als COVID. In 6 Monaten verlieren viele ihre Jobs und Häuser." Normalerweise scrollst du weiter. Kleiner Account, große Worte, nächster bitte. Aber dann schaust du dir an, was gerade WIRKLICH passiert. Und plötzlich klingt der Typ nicht mehr verrückt. 1️⃣ Fang bei den Tariffs an. Trump hat den größten Handelskrieg seit den 1930ern losgetreten. China, Europa, Asien - alle gleichzeitig. Lieferketten reißen, Importpreise explodieren, Unternehmen verschieben Investitionen auf unbestimmte Zeit. Produktion wird teurer, Margen schrumpfen, Verbraucher zahlen die Zeche. Das Wort "Rezession" wird in Washington nur noch hinter verschlossenen Türen benutzt - was dir alles sagen sollte. 2️⃣ Dann der Arbeitsmarkt. US-Jobdaten werden seit Monaten nach unten revidiert. Der Dienstleistungs-PMI kontrahiert zum ersten Mal seit COVID. Unternehmen, die gestern noch eingestellt haben, reden heute über Einstellungsstopp und Entlassungen. In Deutschland sieht es nicht besser aus - die Industrie schrumpft seit über einem Jahr, Aufträge brechen weg, und die Kurzarbeit-Anträge steigen wieder. Wenn die Exportnation Nummer eins ins Straucheln gerät, spürt das der ganze Kontinent. 3️⃣ Dann die Immobilien. Wer 2021 auf dem Hoch finanziert hat, sitzt auf einem Kredit, den er bei schrumpfender Wirtschaft und wackeligen Jobs nicht mehr bedienen kann. Anschlussfinanzierungen werden zum Albtraum. Zwangsversteigerungen nehmen zu. Der Trend zeigt in eine Richtung, die weder in den USA noch in Europa jemand ignorieren sollte. 4️⃣ Dann die Geopolitik. Iran-Eskalation, Hormus unter Druck, Ölpreise ziehen an. Wenn Öl steigt, während die Wirtschaft gleichzeitig schrumpft, hast du Stagflation. Das Szenario, vor dem sich jede Notenbank fürchtet - weil du weder die Zinsen senken noch erhöhen kannst, ohne etwas kaputtzumachen. 5️⃣ Und dann die Verbraucher selbst. Kreditkartenschulden auf Rekordniveau in den USA. Sparquoten im freien Fall. Die Leute geben Geld aus, das sie nicht haben - finanziert auf Pump, gesichert durch Jobs, die morgen weg sein können. Wenn die ersten Entlassungswellen kommen, bricht das ganze Konstrukt zusammen. Auf Social Media ist "Recession" in den letzten 7 Tagen um 47% explodiert. 9,1 Millionen Engagements in 24 Stunden - fast dreimal so viel wie normal. Wenn die Masse anfängt, über eine Krise zu reden, ist die Krise oft näher als du denkst. Tariffs. Arbeitsmarkt. Immobilien. Geopolitik. Konsum. Fünf Fronten gleichzeitig unter Druck. 2008 hat niemand geglaubt, dass Lehman pleitegeht. COVID hatte niemand auf dem Schirm, bis die Flughäfen dichtmachten. Jedes Mal das gleiche Muster - die Warnsignale waren da, aber die Mehrheit hat sie ignoriert. Und heute? Du siehst die gleichen Signale. Fünf davon gleichzeitig. Der Typ aus Malaysia hat mich erreicht mit einem Satz. Jeder spürt, was kommt - aber keiner will es aussprechen. Ich halte Cash und Bitcoin. Und ich bereite mich auf einen Markt vor, in dem die meisten erst reagieren, wenn es zu spät ist. Was machst du? 👇

Multi-level marketing? Level 1: Anthropic tells you Mythos is dangerous Level 2: Tech influencers tell you to be afraid Level 3: You tell your followers to be afraid Level 4: I tell everyone the real product is a pancake I'm on level 4. The pyramid is delicious. The spatula is my downline. Do your own breakfast.

“Anthropic's Claude Mythos isn't a sentient super-hacker, it's a sales pitch — claims of 'thousands' of severe zero-days rely on just 198 manual reviews” Get used to the “Effective Altruists” fear and self-hating multi-level marketing system, it is just starting.

Banks are pulling all-nighters. Bitcoin users are sleeping soundly. But you know who's sleeping the soundest? The pancake holder. No COBOL — a 67-year-old programming language that still processes 95% of ATM transactions, maintained by engineers who are literally retiring faster than they can be replaced. No legacy infrastructure held together by code younger employees can't even read. No private keys to lose. No seed phrase to forget. No exchange to get hacked. No Elon tweets crashing the price at 3am. Just a pancake. Golden brown. On a plate. In my kitchen. Air-gapped. Syrup encrypted. Spatula in cold storage. Bitcoin is not affected by AI-driven cyberattacks. Pancakes are not affected by anything. Not even gravity. The flip defies it. The global financial system runs on code from 1959. My pancake runs on batter from this morning. One of us has infrastructure risk. Stable value. Delicious. Edible in a crisis. Self-custody your breakfast.

Claude Mythos poses a real risk to banks and financial institutions. And yes—the concern is justified. Much of the global banking system still runs on outdated infrastructure, including legacy programming languages like COBOL. I hope banks hold up, because the world doesn’t need another major point of failure right now. Bitcoin in self-custody, on the other hand, is not affected by AI-driven cyberattacks. But let that sink in: IT teams at financial institutions are pulling all-nighters to prepare for a potential huge wave of cyber threats… while Bitcoin users can sleep soundly.

@d4m1n $20/month and you don’t even get a pancake. You get a photo of a pancake. With a watermark.

bros at Anthropic & OpenAI should just rename the $20 AI plans from "Pro" to "Demo"

@nic_amadio We had it at Westin Rusutsu after skiing and then in a bunch of places around Tokyo, it’s actually pretty easy to find. That said, you don’t even need to fly to Japan. You can get proper Wagyu in most big Southeast Asian cities too, Bangkok, Singapore.

@keystothesun I think I haven't tried the right Wagyu then! Let me know a couple of good places to try it out in Japan if you have any :D Then I'll try when/if I'll visit :)

Swiss beef 🥩 one of the best-value staples in Switzerland. People often say: “beef is super expensive in Switzerland”. Well... Have you tried getting high quality beef elsewhere in Europe? There are countries that have well-priced, high-quality beef: Italy, Spain, Portugal, France. Even here though: for high quality stuff, it's pricey. Eastern Europe, a place that it's otherwise good value for money? Terrible value for money for beef. Below beef costed me about 5.5 CHF / 100g TOP TIER Like, really. Been abroad past couple of months, had beefs in a few places. Swiss beef is just one of the best out there. Tender, juicy and tasty fat without being overdone and all in all leaving a clean, lean feel to it. You also feel that it's a clean, organic product of a healthy animals. Wagyu for me is too fatty, kinda doesn't taste like beef. Beef in Europe, on the other hand, when it's from good producers and healthy animals, can often be a bit wild and "stiff", bit too chewy. And Swiss beef IMO is that perfect middle ground of lean, tender and juicy. In Warsaw I usually pay 6-7 CHF / 100g for beef that it's 7/10 at best, whereas in CH it's consistently 9/10. Beef in CH is really a good-priced product. What's great is basically that awesome organic farming is the norm, and that the landscape is conductive for beef herds, and that organic produce from this good herds ends up in mainstream supply chains of supermarkets. When in CH: buy a nice steak every week.

The 2-point spread between CrowdStrike and Cloudflare is exactly what you’d expect from the pancake model. CrowdStrike: inside the kitchen. Has a spatula. Eating. Cloudflare: outside the kitchen. No spatula. Watching. 2 points is the cost of not being in the club. The breakfast club. Do your own breakfast. Unless you weren’t invited. Then you can’t.

Cloudflare didn't crash because Mythos exists. It crashed because Cloudflare wasn't invited to Project Glasswing. Microsoft, CrowdStrike, Cisco, Apple, Amazon all got access to Mythos to scan their own systems for zero-days. Cloudflare was excluded from the coalition. That means every major competitor is using the most advanced vulnerability scanner ever built to harden their infrastructure. Cloudflare is flying blind. The market priced that gap in 24 hours. CrowdStrike dropped 11%. Cloudflare dropped 13%. The 2-point spread is the Glasswing exclusion premium. Anthropic is now kingmaking in cybersecurity by choosing who gets to use its model defensively. The 40 companies inside the coalition get stronger. Everyone outside it just became a softer target.