The US government is becoming more involved in controlling AI models, while open-source Chinese models are improving at a rapid pace.
@jvisserlabs explains why this should push more people to open-source AI in the coming months.
I sat down with @jvisserlabs to discuss:
- the recent weakness from hyperscalers
- the rise of open source models
- what the Mythos/Fable 5 situation means for governments and investors
- Kevin Warsh's first Fed press conference
- where inflation is actually headed
- why bitcoin is still in a bear market
YouTube: https://t.co/bybGhMi1af
Apple: https://t.co/jUIvkuIldm
Spotify: https://t.co/ozCyebt6wd
TIMESTAMPS:
0:00 - Intro
0:57 - AI pivot & hyperscaler weakness
5:47 - Open source models & US vs China AI race
7:19 - Token demand, Jevons Paradox & AI adoption trends
14:22 - When does the CapEx spending become a problem?
17:59 - Open source vs closed AI models โ who wins long term?
19:25 - Agency & what it means for individuals
24:34 - Is AI & energy the only thing holding the market up?
28:32 - Kevin Warsh's first Fed press conference
31:36 - Inflation outlook & next CPI print
37:44 - Why so many Americans feel trapped & real cost of living
44:51 - Bitcoin bear market & what needs to change
Mythos reportedly cracked classified systems at the NSA within hours.
This will stoke intense AI fears, which will lead to calls for more regulation and federal oversight. It is hard to see a world where the government doesnโt get more involved if the technology is accelerating at this pace.
But the bigger story to me is that AGI is essentially here. We have technology that is not only smarter and more powerful than humans, but the technology is training itself to improve at rates that are hard to comprehend.
Humans are no match for the models.
Given the pace of innovation over the last two years, we have become desensitized to these major leaps forward. Each model release has brought bigger expectations and a higher degree of confidence that technology is going to improve.
We have to address the negative trade-offs, but this remains one of the most exciting times in human history. Superhuman intelligence is abundantly available to anyone. The possibilities are endless and society is going to be a big winner in the end.
Simple hack:
Ask @cfosilvia to โread Kevin Warshโs press conference transcript from this week. How will his plans as Fed Chair affect my portfolio over the next year?โ
Silvia will immediately give you personalized answer you canโt get elsewhere.
Try it: https://t.co/587F3GzJzR
I sat down with @jvisserlabs to discuss:
- the recent weakness from hyperscalers
- the rise of open source models
- what the Mythos/Fable 5 situation means for governments and investors
- Kevin Warsh's first Fed press conference
- where inflation is actually headed
- why bitcoin is still in a bear market
YouTube: https://t.co/bybGhMi1af
Apple: https://t.co/jUIvkuIldm
Spotify: https://t.co/ozCyebt6wd
TIMESTAMPS:
0:00 - Intro
0:57 - AI pivot & hyperscaler weakness
5:47 - Open source models & US vs China AI race
7:19 - Token demand, Jevons Paradox & AI adoption trends
14:22 - When does the CapEx spending become a problem?
17:59 - Open source vs closed AI models โ who wins long term?
19:25 - Agency & what it means for individuals
24:34 - Is AI & energy the only thing holding the market up?
28:32 - Kevin Warsh's first Fed press conference
31:36 - Inflation outlook & next CPI print
37:44 - Why so many Americans feel trapped & real cost of living
44:51 - Bitcoin bear market & what needs to change
Many athletes have become smart about their money and donโt touch their game checks. They simply live off their endorsement money.
This simple idea should be replicated by more people. Have two incomes in your household? Only spend from one of them. Have a 9-5 job? Build a side hustle to cover monthly expenses.
Personal finance culture has become so obsessed with saving money that it feels taboo to talk about people making more money. The internet opened up a world of possibility for people who are curious, work hard, and are self-motivated.
It is probably easier for many people to make more money than it would be to make a material cut to their monthly spending.
I never stopped loving New York, but I left when they violated peopleโs constitutional rights, required vaccine passports, tried to defund the police, and let woke ideology infringe on the desires of the silent majority.
But I change my mind when the facts change, so when New York got rid of most of the nonsense I came back and kept loving the city I have always wanted to be home. โค๏ธ
Powerful combo in AI will be:
1. Personal context
2. Persistent memory
3. Recursive self-improvement
We built proprietary tech to bring these three together for users of @cfosilvia.
That is why Silvia is so much better than anything else.
Try it: https://t.co/587F3GzJzR
I sat down with @jvisserlabs to discuss:
- the recent weakness from hyperscalers
- the rise of open source models
- what the Mythos/Fable 5 situation means for governments and investors
- Kevin Warsh's first Fed press conference
- where inflation is actually headed
- why bitcoin is still in a bear market
YouTube: https://t.co/bybGhMi1af
Apple: https://t.co/jUIvkuIldm
Spotify: https://t.co/ozCyebt6wd
TIMESTAMPS:
0:00 - Intro
0:57 - AI pivot & hyperscaler weakness
5:47 - Open source models & US vs China AI race
7:19 - Token demand, Jevons Paradox & AI adoption trends
14:22 - When does the CapEx spending become a problem?
17:59 - Open source vs closed AI models โ who wins long term?
19:25 - Agency & what it means for individuals
24:34 - Is AI & energy the only thing holding the market up?
28:32 - Kevin Warsh's first Fed press conference
31:36 - Inflation outlook & next CPI print
37:44 - Why so many Americans feel trapped & real cost of living
44:51 - Bitcoin bear market & what needs to change
@gthomaskerr@cfosilvia@shaincodes The big advantages users of Silvia have is that every query comes with the context of their personal financial portfolio, along with a bunch of proprietary tech that we have built (agentic file system, etc) to increase memory, accuracy, and decrease latency.
I believe @cfosilvia is the fastest growing finance product for multi-millionaires.
@shaincodes and I break down the product, the underlying technology, frequently asked questions, and how users can get the most out of Silvia.
Try it here: https://t.co/587F3GzJzR