G

StL

[G @GLA_III]

"Go easy on the Pepsi" http://t.co/znPmvIFlTy

[Consulting Comedy @consultingcmdy]

*You found a USB on the street and picked it up. Do you think it's safe to use it on your work laptop?*

What firms think their employees will do if they didn't complete the firm's online Data & Cybersecurity Training:

[@amuse @amuse]

https://t.co/p4NI8AjPLV

[Northrop Grumman @northropgrumman]

Some things stay off the radar.

America’s 250th isn’t one of them. 👀

[Jon Chepkevich @JonChep]

NEWS: Saint Louis’ Robbie Avila has agreed to an Exhibit-10 contract with the Los Angeles Lakers, sources tell DraftExpress.

The A10 Player of the Year is one of the nation’s most skilled bigs.

Shot 40% from three and averaged 4+ assists per game as a frontcourt playmaking hub.

[Nikesh Arora @nikesharora]

The AI Business model trap: LLMs want cash flow to fund the race to AGI or the next model. Enter free consumer AI - they are losing a lot of money on the breadth of models to serve consumers for free! They are caught in the post training data trap, free consumer usage feeds post training needs, it can't be right to stop serving customers for free?

But they need money for the compute:

The monetization challenge is being pointed to Enterprises.

Phase 1 - seemed easy, value capture in coding, the most bottom up motion in enterprise - with low customization per customer. Developers continue to train coding, tasks and eventually will train flawless skills.

Phase 2 is where the challenge lies, showing true enterprise value. The promise of efficiency, accuracy, elimination of resources - that requires a different approach, build depth with harnesses, context, memory, solving for edge cases with deterministic guardrails! Build skill libraries - enter FDEs. Yes,FDEs will train the enterprise Waymos of the world.

The risk - high token pricing for enterprises while consumers for free! Yes for consumer distribution businesses (aka Google, Meta, Apple, etc) it makes sense to hold on the distribution with free AI.

If you want to win enterprise, you should be forward pricing tokens. The cheaper the tokens for enterprises it will allow for experimentation, workflow reimagination - instead CIOs are busy restricting AI use and working on making the use more efficient!

Paradox: They still haven't fully understood and embraced the value of AI in the enterprise.

If I were them:
1. Cut token pricing now, else send enterprises to secure opensource and end up with friction filled routing layers.
2. Show me how enterprises can use their context, training and data as their competitive advantage.
3. Build tools for rapid edge case learning and reducing false positives.

@HarryStebbings
@sama @DarioAmodei @demishassabis

[ESPN FC @ESPNFC]

1 vs. 5 but the 1 is Messi 🐐

[FOX Sports @FOXSports]

MESSI WITH THE BRACE TO PASS MARTA FOR THE MOST-EVER GOALS, MAN OR WOMAN, IN A FIFA WORLD CUP 🇦🇷

[zerohedge @zerohedge]

Breakdown of every $1 spent on AI tokens: less than 20cents reaches real users (44 cents is spent fixing bugs generated by other AI)

[The Footy Feed @TheFootyFeed]

The first and most likely last Turkish man to touch the World Cup trophy… 😬

[Lee Roach @leevalueroach]

I have read approximately 3,000 10-Ks in my life. I have read my wife’s emotional state correctly maybe 11 times. This is troubling because the skills should transfer. Both require you to look past the headline. Both require you to read the footnotes. Both require you to notice what was said last quarter that is not being said this quarter.

I can spot a goodwill impairment from 40 pages away. I cannot spot that my wife has been quietly furious since Tuesday. In a 10-K I notice when management changes the word “challenging” to “dynamic” and I correctly interpret this as a warning. In my marriage my wife changed the word “fine” to “fine.” and I did not notice the period. The period was the entire disclosure.

I missed it. I read a footnote last week in a packaging company’s annual report that disclosed a related-party transaction worth $400,000 and I caught it in 90 seconds. My wife told me three times this month that she was tired and I interpreted this as “tired” when in fact it was a Level 3 disclosure requiring immediate management response. I have a system for 10-Ks. I read the MD&A first, then the risk factors, then the cash flow statement, then the notes. I have no system for my wife. She is a company that does not file. She reports continuously and without warning and the format changes every quarter. Her risk factors are not enumerated.

Her MD&A is delivered through sighs of varying length and I have not yet developed the ear. Last week she said “do whatever you want” and I did whatever I wanted and it turns out the correct interpretation of “do whatever you want” was “do not do that specific thing” and I have no idea how I was supposed to know that, and yet, looking back, the signals were all there. The signals are always there. I have been trained to find signals. I find them in companies I will never meet. I miss them in the person I have lived with for nine years. My wife has started saying things like “you would notice this if I were a stock” and she is correct. She is correct. If she had a ticker I would have already built a 6,000-word model on her. I would know her seasonality.

I would know her capex cycle. I would know which quarters historically run hot. Instead I treat her like a private company and I am surprised every time the auditors arrive. I am going to bed now. She said good night in a tone. I do not know what the tone meant. I will find out in the morning. Or I will not. The 10-K of my marriage is filed in real time and I am, as always, three quarters behind.

[No context Hazz ⛩ @HazzimIO]

No comments.

[John Arnold @johnarnold]

So many articles about World Cup tickets criticized high prices, unsold tickets, and dynamic pricing. The reality is every game in the US is sold out, tickets are trading at material premiums in secondary market, and more $ is flowing to national federations than ticket brokers.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[BuccoCapital Bloke @buccocapital]

There are only two types of stocks in this market. You are either SpaceX or Adobe. Your TAM is either expanding toward infinity or shrinking toward zero. No there is no in between. Go fuck yourself. Have a great weekend

[Kyle Gawley @kylegawley]

I cancelled my $10/mo Calendly subscription and vibe coded my own with Fable for $12,000

[Anne Applebaum @anneapplebaum]

Amazing: KPMG wrote a report describing the successful use of AI by businesses. But the case studies turned out to be AI hallucinations.
https://t.co/s3LE8vedNi

[MacCallister Higgins @macjshiggins]

I’m at the bottom of a multi-layer SPV and am looking forward to the SpaceX IPO in much the same way a golden retriever looks forward to a car ride:

- thrilled to be involved
- no clue how cars work
- unsure if going to the park or getting neutered