Daniel Steinberg Singer

Sportsbetting, Stonks, Sphere, Neoliberal, Metal, Poker, Derren Brown Enthusiast. Positive vibes only!

Partner @SaberSim

[Daniel Steinberg Singer @DanielSingerS]

Hit a royal flush for the first time ever

[Pythia Cap: Partially Conductive @PythiaR]

I just find it funny that Elon actually *IS* who the nutbars think George Soros is.

[Daniel Steinberg Singer @DanielSingerS]

@AliceFromQueens I don't think there's a reasonable case to be made that the polls are undercounting Republican support in these midterms

[Daniel Steinberg Singer @DanielSingerS]

@LogicalThesis @PythiaR Jesus why are you so angry?

[Daniel Steinberg Singer @DanielSingerS]

Trump doesn't understand why enabling a pedophile makes you lose credibility. Smart.

[Acyn @Acyn]

Trump on Ramaswamy Ad: The press has ganged up on a woman making a horrible statement about her daughter, and I don't know why she the daughter should be shielded. She said she was a dirty liar. I don’t know why you aren’t allowed to say that.

[Daniel Steinberg Singer @DanielSingerS]

@fozzydiablo You can't

[Pradeep Kapoor @pradeepXkapoor]

Is it just me or Openai is just releasing gimmicks while anthropic is releasing actual useful stuff that matters?

[Tyler @rezoundous]

Should we be concerned by how OpenAI has no answer to Opus 5.5 even though it's already been a month?

[Daniel Steinberg Singer @DanielSingerS]

Was on this day 1 and it's a giant red flag. Would be ridiculous to believe they have super strong internal models.

[Tyler @rezoundous]

Looking back, Astra was overhyped af

[Daniel Steinberg Singer @DanielSingerS]

This is one talking point that I think is way overblown. The model progress has been steady, not exponential, and progress could easily be slowing down.

[Afzal @afaa_him]

OpenAI's internal models are WAY more powerful than people think

The fact that GPT-5.6 Sol found a PHP security flaw yesterday is genuinely impressive

Honestly, I think people are sleeping on what OpenAI is building behind the scenes

Anthropic has been cooking with fable 5.5 but I wouldn't underestimate OpenAI for a second We only see a fraction of what OpenAi is testing internally and there's a big difference between what a company has in development and what it actually releases to the public

OpenAI's internet-focused model is expected to arrive before the end of 2026 or early next year

I have a feeling OpenAI isn't done surprising people this year

[Daniel Steinberg Singer @DanielSingerS]

Feels like it's gonna be the opposite. Senate/house races should way over perform governors as people try to check Trump.

[OSZ @OpenSourceZone]

CNN: Republicans outperform senate polls in Trump states by an average of 4.1 points

If that pattern continues:
Ohio: 🔵 Dem +4 -> 🔴 GOP +0.1
Michigan: 🔵 Dem +3 -> 🔴 GOP +1
Alaska: 🔵 Dem +3 -> 🔴 GOP +1
Texas: 🔵 Dem +3 -> 🔴 GOP +1
Iowa: 🔵 Dem +1 -> 🔴 GOP +3

[Daniel Steinberg Singer @DanielSingerS]

So you agree the war in Iran is driving up oil prices??

[Daniel Steinberg Singer @DanielSingerS]

@PythiaR

[Daniel Steinberg Singer @DanielSingerS]

@AbdulForPres Cotton imo. He gives gay vibes

[Daniel Steinberg Singer @DanielSingerS]

Since no one on this site seems to understand why we're down, I'm going to offer my own suggestion: META capex bar was high and it was incredibly disappointing. Compare the language from previous quarters to now.

Q3 2024 (guiding 2025): Explicitly warned of "significant capital expenditures growth in 2025" (CapEx subsequently nearly doubled from ~$39B to $72.2B).
​Q3 2025 (guiding 2026): Explicitly warned that CapEx dollar growth would be "notably larger in 2026 than in 2025" (CapEx nearly doubled again to narrowed $135B–$145B range, a warning that initially knocked the stock down ~8%).
​Q3 2026 (guiding 2027): The phrases "significant growth" and "notably larger" have been completely scrubbed. In their place is "continue investing aggressively".

[Daniel Steinberg Singer @DanielSingerS]

@ConcernedApe The PHP thing?

[Daniel Steinberg Singer @DanielSingerS]

I'm reading between the lines with META but the capex bar was super high and a lot of the language sounded like they are moderating capex in 2027

[NC @NoCapCapital5]

have three $2T companies say they will spend ungodly amounts on AI capex through 2030, all within 24 hours

now nuke SOXX

[Daniel Steinberg Singer @DanielSingerS]

@AliceFromQueens Idk Texas is not that red? You have a lot of people motivated to check Trump.

[Daniel Steinberg Singer @DanielSingerS]

@TW1NKD3STR0YER Nah I'm with you. I want to talk to my wife about it but I don't want to freak her out.

[j mone¥ @TW1NKD3STR0YER]

this is my quarterly AI crashout

if you read my tweets you know im a shitposter and unserious, but im being serious and vulnerable right now. I am very pessimistic about the future of every career because I don't believe there will be a single thing AI isnt faster, cheaper, and better at than me. It is great that AI helps me get so much done, but it is humiliating that it has made a lot of skill acquisition itself completely pointless. I pride myself on being a fast learner, but there seems to be zero value in learning anything anymore. The future is monarchist feudalism and the destruction of the middle class and lower upper class. I don't think social mobility matters anymore because I don't think there will be money in the future. People talk about "the permanent underclass" all the time, but I think the millionaires will be on the side of the proletariat. You have all the money or no money. Money will depreciate so fast because there is nothing you would pay each other for. There will be precisely two types of transactions remaining: the transfer of capital, and petty transactions like buying food or water. Financialization will break down as the cost of skill, expertise, IP, etc goes to zero. I used to believe I have developed a set of skills that would be profitable for a long time. But there are no such thing as hard skills anymore. In the future, if you survive, if you do anything, if you have a position in society at all, it is because the powers that be are humoring your existence for whatever reason. I wish I was two years older, though I don't wish I was five years older, and I'm thankful I'm not two years younger

[Daniel Steinberg Singer @DanielSingerS]

Unfortunately I share this doomer take.

[j mone¥ @TW1NKD3STR0YER]

this is my quarterly AI crashout

if you read my tweets you know im a shitposter and unserious, but im being serious and vulnerable right now. I am very pessimistic about the future of every career because I don't believe there will be a single thing AI isnt faster, cheaper, and better at than me. It is great that AI helps me get so much done, but it is humiliating that it has made a lot of skill acquisition itself completely pointless. I pride myself on being a fast learner, but there seems to be zero value in learning anything anymore. The future is monarchist feudalism and the destruction of the middle class and lower upper class. I don't think social mobility matters anymore because I don't think there will be money in the future. People talk about "the permanent underclass" all the time, but I think the millionaires will be on the side of the proletariat. You have all the money or no money. Money will depreciate so fast because there is nothing you would pay each other for. There will be precisely two types of transactions remaining: the transfer of capital, and petty transactions like buying food or water. Financialization will break down as the cost of skill, expertise, IP, etc goes to zero. I used to believe I have developed a set of skills that would be profitable for a long time. But there are no such thing as hard skills anymore. In the future, if you survive, if you do anything, if you have a position in society at all, it is because the powers that be are humoring your existence for whatever reason. I wish I was two years older, though I don't wish I was five years older, and I'm thankful I'm not two years younger