
My spider senses are tingling…. $THT @Thought_THT
Crypto Putin
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@Crypto_Putin69
For the Motherland.

My spider senses are tingling…. $THT @Thought_THT

Finally more people are doing the math “IBM CEO says there is 'no way' spending trillions on AI data centers will pay off at today's infrastructure costs” “IBM's CEO walked through some napkin math on data centers— and said that there's "no way" to turn a profit at current costs. “$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest," Arvind Krishna told "Decoder."…” businessinsider.com/ibm-ceo-big-te…

OpenAI’s Mark Chen: - “Meta went after half of my direct reports and they all declined.” - “Meta has $10 billion of capital per year to deploy towards talent.” - “Zuck hand-cooked and hand-delivered soup to people he was trying to hire from OpenAI.” Insane AI talent war.

Alternative logins are now live! Arena no longer relies on just X for authentication. You can now sign up or log in with Google or Apple, and existing users can link these methods to ensure continued access if one option becomes unavailable. Unlinking is not yet supported due to provider constraints. Accounts created with the same email address will automatically resolve to the same Arena account, even without explicit linking. This release also introduces username updates and profile photo changes. Each additional login method increases your account’s attack surface, so we strongly recommend enabling 2FA under Settings & Support → Account Security. This paves the way for Social Logins next, starting with TikTok and Instagram. From here, we make it easy for creators from major platforms to access The Arena. This is a crucial piece towards our larger overall expansion plan!

>be AI companies in 2025 >spending billions on compute >racing to scale bigger >"bro just one more datacenter" ilya: this approach will stall out in 2-3 years lmao >dwarkesh: "wen superintelligence?" >ilya: "5-20 years" >wait what >companies will make "stupendous revenue" >but "maybe not profits" >lmaooo >why no profits? >bc everyone doing literally the same thing >models "look very similar" >hard to differentiate >competition "pushes prices down" >racing each other to bottom whoever solves generalization wins next era




The only path to defeating big tech is to take the Road Less Travelled

this is the highest leverage moment for potentially a single individual in the history of the world. AGI is less than 6 key insights away, 10K lines of code, 1 person can conceivably write it all


That's a wrap! 🎉 Our thread contest has officially ended. A huge thank you to everyone who poured time and effort into creating such incredible threads! 🙌 Voting for the best threads will take place in our Telegram group. 🗳️ Winners will be announced by the end of the week! 🏆 Stay tuned!


