Bingoto

Local barista @interndao // Hyperliquidated turned Evangelist

[Bingoto @Bing0to]

Unpopular opinion:
Assymetric upside in crypto has mostly been captured

Don't think it's necessarily a 24/7 kinda market anymore, unless a skilled trader

Like 5 investable assets out there, tradfi won't save yr bags

Tokenpickers world, on par with equities ROI going forward

[zoomer @zoomerfied]

[ ZOOMER ]

INFAMOUS MEV BOT “JAREDFROMSUBWAY” GETS EXPLOITED FOR OVER $15M: ONCHAIN

[weird medieval guys @WeirdMedieval]

you fools….where do you think they’re rowing to…..?

[Bingoto @Bing0to]

@satoshituga Arruinou uma geração de ouro na Bélgica também, com o mesmo tipo de futebol

[Bingoto @Bing0to]

Bruh Portugal, mebe try a little

[Bingoto @Bing0to]

another dub for my boy @SBF_FTX

[Wall St Engine @wallstengine]

SPACEX TO ACQUIRE CURSOR IN $60B ALL-STOCK DEAL

$SPCX announced it will acquire Anysphere, the company behind AI coding tool Cursor, in an all-stock transaction valuing Cursor at $60B.

Cursor will become a wholly owned SpaceX subsidiary.

Expected close: Q3 2026, pending regulatory approvals.

[Bingoto @Bing0to]

Any reason why ASML should still provide lithography machines to the USA if this is the case?

Why should Korea provide memory?

TSMC fab nvidia chips?

[roon @tszzl]

1. if transacting with superintelligent models outside of the boundaries of a lab becomes difficult due to national security / ai safety concerns and so on, it will mean the Coasean boundaries of the labs will grow to encompass all interesting industry, creating a truly cyberpunk chaebol-capitalism type of future, where the goverment sort of runs them but they also sort of run the government

2. as if there weren't already enough reasons to break up your family, leave your home, the Zone of Thought will increase the attractiveness of migrating to try and have your child on american soil, so they can have 1000x the effective brain power of people born elsewhere

3. every country should probably try and either work towards a new ai security pact with the americans immediately or pool every ounce of national resources to try and create their own ASI labs lest you become complete intellectual, economic, and moral vassals to the united states of america and the output byproducts its ASIs (you wont even get to talk to them). if they succeeded (big if) this will imply a more global race and more risk factors than was previously implied by the formerly only "beating china" narrative -- but many will prefer it to the superintelligent monopolar value lock-in

4. the other alternative is to keep the tension between safety and concentration of power at the top of mind and for the government/labs to push for solving it, rather than instrumentalizing all other values to be subservient to minimizing ai harms. insofar as safety means defending properties of the fragile world we like, the diffuse nature of power is one of those properties

5. historically the americans have been really quite Benign about their global public goods hegemony despite the ability to extract significantly more rents than they do, and it makes it easy for people of all stripes to fight for america rather than under it. we probably don't have to, but i hope america overall works towards export promotion of american models rather than export control

[Derya Unutmaz, MD @DeryaTR_]

Matt, I can’t even say “hello” to Fable 5 except in incognito mode (memories off), because it knows I am a biomedical researcher!

It would be nice not to ban biomedical scientists before talking access. Isn’t your comment ironic? Let’s first see if you can fix punishing us!

[Bingoto @Bing0to]

@eukbqknsq @bubbleboi attention wise prob, but i'd wager biggest chunk of the profit pool still goes to sk hynix

[Bingoto @Bing0to]

@TMTLongShort I also think the crux of the ROI debate about enterprise AI is that the biggest cost saving AI can bring is overhead, but current implementation and adoption is adding the cost of AI while not carrying out the efficiency gain in overhead costs because its to unpopular to do so.

[Boring_Business @BoringBiz_]

Friend: “Investing in Micron and Sandisk feels risky right after the stocks have gone 10x in the last year”

Me:

[Bingoto @Bing0to]

Holy fucking cry babies on the timeline everywhere

“10/10 destroyed blabla”

Bro, people just moved over to the new play thing, the new tech innovation frontier, you don’t need to look for someone to blame

If you didn’t see crypto was over previous (meme) cycle, thats on you

[jawz @sayinshallah]

10/10 didn't just break something in crypto, it destroyed it forever

[Bingoto @Bing0to]

Companies using Microsoft Co-Pilot be like:

[unusual_whales @unusual_whales]

89% of leaders say AI has not improved their company's labor productivity, despite widespread adoption, per Gallup.

[Bingoto @Bing0to]

@patrick_oshag @GavinSBaker @TMTLongShort

[Bingoto @Bing0to]

Damn

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[WATCHER @WatcherKR]

KBS 다큐 3일에서 'SK하이닉스' 내부 '최초 공개'했는데 직원들 표정이 다들 밝다. 역시 돈 많이 주는 곳은 분위기가 다르구나.

[Commentary Real President Donald J. Trump @RealPresidentT]

Good morning, Beijing! It’s a beautiful airport! Much better than shithole Newark Airport which is a Biden era airport.

[Bingoto @Bing0to]

"Call your tesla to come"

"bro i'm not calling my tesla with your drunk ass, call a waymo"

[Whole Mars Catalog @wholemars]

The future is here

[Bingoto @Bing0to]

@TMTLongShort @rcarnold1 what's the fuck you money number?

[Bingoto @Bing0to]

@CL207 Schrodingers cat