DV47

For the horse.

🫳 🔮

Amor Fati 🕊️🏇🏿

[DV47 @DeepValue47]

Study the body structure of a champion and you'll surely figure out your favorite looking horse.. #Nyquist

[DV47 @DeepValue47]

@JackPrescottX @elonmusk I enjoyed this conversation quite a bit.

[DV47 @DeepValue47]

@uncannyscience Seriously

[DV47 @DeepValue47]

Palantir CEO Alex Karp on the new AI security reality:

“With these new models, it’s going to be more guerrilla war… how quickly can you mitigate and how quickly can you shoot back.”

“The models are able to expose security flaws at a scale that we’re not really equipped to deal with. That’s going to be a societal issue for every single organization, government or not.”

“The only unique thing we’re doing… is how can you patch the penetration vectors that were unknown quicker than they can be exploited?”

The age of static defenses is over. AI is turning every network into a live, constantly shifting battlefield. Most orgs will be permanently on the back foot. Palantir bet is that the only winning move is speed. Finding and sealing the holes faster than the models can open them.

[DV47 @DeepValue47]

Spit my coffee out

[DV47 @DeepValue47]

@AtTheRaces @DoncasterRaces Smashed em

[DV47 @DeepValue47]

@CathieDWood @ARKInvest Exciting

[DV47 @DeepValue47]

Godolphin should think about increasing Knightsbridge stud value vs Sovereignty.

[DV47 @DeepValue47]

Sparking up a convo at the register with the Panda Express employee

*She’s Guatemalan*

[DV47 @DeepValue47]

Palantir CEO Alex Karp rejects the fantasy of 100% safety:

“Societally, we’re going to have to move to… how can we identify the penetration vectors and fix them quicker than they can be penetrated… and an understanding that there is no hundred percent protection.”

“These models are excruciatingly adept at finding attack vectors that a human would not be able to find.”
The old goal of perfect security is dead. AI models are already better at discovering holes than humans, so the only viable strategy is speed. Detect and patch faster than the models can exploit, plus accepting that some environments will simply run at different levels of risk. Most organizations still talk like 100% is achievable. Karp is saying the ones that adapt to permanent, high-speed asymmetry will survive. The rest won’t.

[DV47 @DeepValue47]

Palantir CEO Alex Karp: The Battle Against the Big Machine That Fires Anyone Who Sticks Out or Tells the Truth

“Well, and to accept creativity of others, which means that they can do and express things you can’t do.”

“Which I think, as a generalization, our organizations do not exactly excel at. So as a generalization, the person who sticks out who may be better at something gets fired, especially if they’re telling the truth at all.”

Most institutions run on a quiet equilibrium of competence that doesn’t threaten anyone. The person who is actually better at seeing the problem, at the craft, at refusing the convenient narrative, creates friction.

They make the average look average. They surface the thing the room would rather not name. So the system does what systems do: it smooths the edges, reassigns the role, or exits the person. Truth-telling accelerates the process because it removes plausible deniability.

Alex Karp’s point earlier in the clip is that the defense tech and sovereign work they helped seed only scales when the leadership style itself treats the organization more like an artist colony than a conventional hierarchy. That means deliberately protecting people who can do things you cannot, and who will say things you would rather not hear. It is not soft. It is the mechanism that keeps the unique, non-commoditized judgment inside the building instead of leaking out or getting managed away.

In an environment where models make yesterday’s best practice available to everyone, the residual edge sits in the people and the institutional habits that refuse to average them down. Most places still optimize for the opposite. They keep the people who fit and lose the ones who stick out. The ones who stick out, who still tell the truth are usually the reason the place was competitive in the first place.

[DV47 @DeepValue47]

Palantards in the comment section whenever burry substack bots start blabbering

[DV47 @DeepValue47]

Munnings is the broodmare sire of 12 stakes winners (SW) out of 187 registered dams according to official

[DV47 @DeepValue47]

Munnings; The forgotten Stallion

He’s done it again, another graded stakes winner for the wonderful Munnings.

Sister Troienne looks like a decent homebred racemare. Beautiful stuff.

[JRA公式 @JRA_Special]

【8馬身差の圧勝！】

#ダノンヒストリー が4コーナーから先頭に立って、もったまま勝利💪
前走の大差勝ちに続いてまたまた完勝です🔥

父 エピファネイア
母 コーステッド

[札幌12R 阿寒湖特別 芝2,600m]

[DV47 @DeepValue47]

@mikepat711 Yes. They took everything .. luckily Chase is such a dank bank they declined them on mostly everything.

[DV47 @DeepValue47]

@BreedersCup Good luck Adrian

[DV47 @DeepValue47]

How it feels to be a $NBIS bull today

[DV47 @DeepValue47]

@BreedersCup @KentuckyDerby He’s been training in a Z bar. Horse has a hoof minor issue .. I hope he when they change his shoe to a normal queen he is able to persevere.