Andrei P

Travel, Ai, cappuccino

[Amjad Masad @amasad]

> China proposes: rather than a market product, AI is a "public good" which will ultimately be provided by the state as a kind of "digital public infrastructure."

They already have an AI industry that is super competitive operating with very low margins then that seems more like China’s “socialist” playbook than state takeover.

[Xiaoyin Qu @quxiaoyin]

Why are Chinese labs doing open weight and don’t they need to monetize?
1. The largest VCs in China are government, alibaba, bytedance etc. and the incentive is slightly different from IPO only
2. If they don’t open source, it will be hard to be known outside China and once they establish their name, they can make money selling API/subscriptions
3. Too many labs competing and the margin is low anyways.
4. They don’t need huge revenue to go IPO. X00 million with x0 million profits? Great to IPO in Hong Kong or mainland China.
5. Whether they can go IPO doesn’t only depend on profits but also who government allows and China prioritizes AI/robotics to go IPO despite the number itself might not be high enough but strategic.
6. Researchers are cheap. 2-3M USD salary is great for researcher leaders.

Entirely different game.

[Andrei P @APojoreanu]

Codex rules for R&D

[Andrei P @APojoreanu]

@thsottiaux For code it is working like a very good dev. For R&D It can run simulations at scale like no other and I can trust him

[Andrei P @APojoreanu]

@argofowl I think it's time to behave like a normal underclass citizen from now on .So maybe we can exchange potatoes for strawberry like a real pesent

[dax @thdxr]

i found a really good way to measure how much a codebase is suffering from vibe coding

rg -o 'isRecord' . | wc -l

[Andrei P @APojoreanu]

It is official, #GPT 5.5 xhigh it is dumb as a rock, this remind me of 4o , to bad

[Andrei P @APojoreanu]

@0x1_0NE @DavidOndrej1 He is corect

[First Squawk @FirstSquawk]

CHINA ELIMINATES 12,000 ‘OBSOLETE’ UNIVERSITY DEGREES IN PUSH TO PREPARE FOR THE AI ERA

CHINESE UNIVERSITIES SCRAP 12,000 DEGREE PROGRAMS AS AI RESHAPES JOB MARKET DEMANDS

[Andrei P @APojoreanu]

@AlexFinn I hope you do know that 90% of ai users are just using it for search, like Google ,so the question is not 10k a month but milions , becouse the value it is not in a Saas, or app to buil with latest model, it is in advance used of the model

[Andrei P @APojoreanu]

@iruletheworldmo I see a reality in the market , the People who know how to use intelligence/agi/ai are started to be less and less , the pattern the I see the more domin knowledge u have the better, but it's a huge rift and will become bigger

[Andrei P @APojoreanu]

@catalinmpit Take piracetam, it will help

[Andrei P @APojoreanu]

@sflorimm Why would u chose a gun to kill a fly, c++ purpose it is not for a saas

[Andrei P @APojoreanu]

@SenseReceptor I wonder if he still work for @BlackRock after thise interview, anybody know if Ed Dowd it is still employed? U are not supposed to tell about the grid and power , this is the bottleneck.

[Sense Receptor @SenseReceptor]

Former BlackRock fund manager Ed Dowd on the AI bubble "pop"

"we're at maximum AI hype right now"

"they're [punching] out three IPOs, SpaceX, Anthropic and OpenAI"

"a lot of these companies... [are] not going to go away"

"[But] OpenAI may go to zero and Anthropic may go to zero, [and] their assets will be bought up for pennies on the dollar"

This clip of Dowd (@DowdEdward), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Greg Hunter (@USAWatchdog) posted to Rumble on May 29, 2026.

----------------Partial transcription of clip---------------

"What it means is eventually all this CapEx spending stops because the credit markets and I suspect— we're at maximum AI hype right now because they're trying to punch out three IPOs, SpaceX, Anthropic and OpenAI. And these guys are not making enough money to justify the amount of CapEx they're doing.

"The other thing that I think is going to potentially blow up the AI bubble is they don't have enough power to plug in all this CapEx into.

"So they're announcing all this CapEx, they're pre-buying equipment and chips but they can't plug it into the power grid. We just don't have enough power to justify all these data center buildouts. The constraining factor is power.

"And look, there's a disconnect. I think Wall Street is less focused on the public outrage that's going on that you can see happening all across the country. People are protesting these data centers. College, students are booing commencement speakers that talk about AI.

"There seems to be a very, very large anti AI sentiment going on out there which will muck up the works and slow down the data center buildouts politically.

"And if you slow down the capex build out, the valuations of all these companies go a lot lower because they rely on you know, exponential growth and when the growth doesn't show up at these valuations they'll pop...

"And look a lot of these companies that are doing the AI, Microsoft, Oracle, Google, they're not going to go away. They'll just cut back their CapEx. They won't go bankrupt but their valuations and their earnings will go lower as they write off all these mal investments. So it's not like a lot of companies are going to go bankrupt. I mean, OpenAI may go to zero and Anthropic may go to zero, but their assets will be bought up for pennies on the dollar."

[Andrei P @APojoreanu]

@vrexec You are minority, second Buble depends of AGI , if achieve in time then no bubble, if not then cc exit at IPO , we will see what will happen when when anthropic IPO, that will be the signal

[Andrei P @APojoreanu]

@rdd147 Problem VC ware promised AGI, so no AGI in short term then exist , how u do It, simple...IPO. the rest will be history.

[Andrei P @APojoreanu]

@weswinder People who build don't post on X , I had the same issue as u! Then it was clear , people have NDA , or just don't have time to post. On the other side Viber's have nothing else to do then complain.

[Andrei P @APojoreanu]

@EthanLipnik This is not how you promt it, instead of investigate use audit, and second ask him to write a MD of what he found

[Andrei P @APojoreanu]

@argofowl It is not shooting straight up a Prd, but it is ok , I need to break it in more manageable parts, it reminded me of sonnet 3.7 or 4 , need more guidance, but it is still fun