Kshitij Dewan

🫂
🐷🐔🐍
🫶📚📖
🦶🦶
✌️

Non-black Zambian.
I retweet things I want to journal.

[Kshitij Dewan @KshitijDewan]

#Zambia #stillrelevant #echo #tooreal
Written 111 years ago, but the words haven't changed.
https://t.co/LwsERMVs3F

[Anish Moonka @anishmoonka]

Rough-and-tumble play between a father and a child is one of the most important developmental experiences a child can have, and no other relationship provides it in the same way. A 2008 systematic review found that father-child physical play teaches emotional regulation, boundary-setting, and the ability to read arousal cues, all skills that predict social success later in life.

When a father wrestles, chases, or tumbles with a child on the floor, the child is learning something specific: how to be excited without losing control. The play ramps up arousal, joy, energy, and physical intensity, and the father's role is to help the child learn where the edge is. The child who learns to pull back from "too much" during play is the child who can manage frustration, excitement, and anger in the classroom.

The review found that the quality of father-child play, specifically how well the father calibrated the intensity to the child's signals, predicted the child's behaviour in school. Fathers who were attuned, meaning they could tell when the child was tipping from fun into distress and adjusted accordingly, had children with fewer behaviour problems years later.

Mothers play differently. Maternal play tends to be structured, toy-based, and language-rich, all of which support cognitive development. Paternal play tends to be physical, unpredictable, and arousal-heavy, which supports emotional development. The child needs both, and the research says neither can fully substitute for the other.

The dad on the floor getting climbed on is not killing time. He is the only person in the child's life providing a specific type of training that the brain needs, and the studies that tracked those children found the effects lasting into adolescence. https://t.co/AUWMxMcu3j

[🦢 @timetravellla]

@cryptovizart Not Iran threatening USA with Weapon Of MATHS Destruction

[Arnaud Bertrand @RnaudBertrand]

You can say what you want about Iran but they're definitely pretty unique in their communication: never seen a country threaten another with a math equation before 😅

For those who didn't get it: there is a famous monetary policy formula used by the Fed called the "Taylor rule" that says a central bank's policy rate (i) should equal the neutral real rate (r*) plus target inflation (π*), plus 1.5 times the inflation gap and 0.5 times the output gap (the "i = r* + π* + 1.5(π−π*) + 0.5(y−y*)" part of Ghalibaf's formula).

Ghalibaf adds α(SOH−SOH*) and β(BEM−BEM*): SOH referring to the Strait Of Hormuz and BEM to Bab El-Mandeb. Both have positive coefficient, meaning the more those chokepoints are choked, the higher the rate the Fed would have to set to fight the resulting inflation.

In a nutshell this is Ghalibaf trolling the Fed, telling them that Iran is - in a very real way - setting American monetary policy.

[unusual_whales @unusual_whales]

The Pentagon will need at least five years to replace the missile interceptors it expended in the Iran war trying to defend U.S. troops and bases, per WaPo

[Matthew Chang @MatthewChang]

@kpb_rolling 🤫 we’re not supposed to talk about that

[Matthew Chang @MatthewChang]

Allow me to interpret what’s happening.

Anthropic is being audited.

Anthropic desires to file an S-1, as they would like to go public. Therefore they need an audit. And by “they”, I mean the VC’s who invested in them. So “they” can exit their position and pass the bag to firemen, nurses, teachers and policemen.

How does this go from the VC’s to the working man and woman? Because the size of the IPO will automatically qualify Anthropic for the Fortune 500 and the Dow Jones 100. Therefore, every working person with a 401k or pension will end up owning a little bit of Anthropic in their mutual funds. Teachers hold the bag, VC’s take the cash. Thank you, come again.

Now back to the audit. The audit required is a PCAOB audit, Public Company Accounting Oversight Board. This audit is what all public companies must comply with be on the stock market. Revenue recognition, expense classification, depreciation, related party transactions, etc. It’s there for consumer protection.

This audit is TOUGH. It is INVASIVE. There is no way to lie your way through it. Any company that passes a PCAOB audit automatically earns my trust on finances.

How do I know? Because I’ve been through it before. @ChangRobotics is 2 year PCAOB audited and currently underway for a 3 year audit. It’s brutal. The same as showing up as the valedictorian to your high school graduation, except you’re naked, and you have to walk on stage and deliver the speech. It’s rough. And I know many incredible founders that can’t pass one.

Now, why would Anthropic be leaking all kind of weird statements lately about “self pacing” a slow down on AI (e.g. they are WAY behind on revenue), and profitable if they didn’t have expenses (e.g. we just learned for the first time what our expenses are, because we’re being audited).

Because they were claiming NVIDIA discounts and Microsoft cloud credits as revenue. Because they had no clue what their expenses were, or why it even mattered. Because they had unlimited investor capital and their job was to burn it to make an LLM. Well, they did a great job with that!

That’s the same as my wife coming home with Bed Bath and Beyond coupons and telling me it’s her paycheck. Ummm, not the same, sweetheart.

So by now hopefully you can see that Anthropic is in a PCAOB audit right now, in order to file an S-1 and go public, and pass the bag to teachers so the VC’s get profits. And hopefully that explains their “crazy” behavior.

In reality you can be grateful to KPMG, PWC, or whoever is auditing Anthropic, because it’s the first time Dario learned that:

1) we are not profitable
2) expenses matter
3) coupons are not revenue
4) we have no clue how to be “profitable”
5) growth is hard when revenue numbers are in an audit and not a power point

-your neighborhood engineer

[R Lee @RLee19783678]

1st China gives Iran targeting that killed 3 US troops.
2nd Chinese satellite that did the targeting reconnaissance “breaks apart” 3 days ago.
3rd This morning both China and Russia state that America must stop weaponizing space, which the USA has always denied.
4th Earlier today the Pentagon acknowledged that the USA has indeed weaponized space already.

I am going to widely guess that that spy satellite of China did not “break apart” on its own.

[Nuclear Caudillo🇺🇸🇩🇴 @CaudilloNuclear]

I asked a woman to explain postpartum depression to me like I was 5 years old and then she tried to strangle me.

[Diamond Media @diamondtvzambia]

ZICTA CANCELS ZED MOBILE OPERATING LICENCE

By Darius Choonya

The Zambia Information and Communications Technology Authority (ZICTA) has cancelled the operating licence of E-Line Mobile, trading as Zed Mobile.

ZICTA Board Chairperson Professor Mundia Muya says the mobile network provider is no longer entitled to operate.

Professor Muya says the cancellation follows, among other reasons, the company’s failure to pay statutory fees and to implement the required network rollout.

More details to follow.

#NewsOnTheGo

[Yann LeCun @ylecun]

@PessimistsArc Right. Dario was already claiming that GPT2 was too dangerous to open source back in 2019.
I made fun of them then.
Everyone should make fun of them now.

[Christopher Wipper @SGTWipper1Each]

US missile names are three letters.

How it is launched + what it kills + what it is + number + version

AIM-9
AGM-88
RIM-174
BGM-109
FIM-92

Let's decode below.

[David Sacks @DavidSacks]

Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.

You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.

I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.

But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.

Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.

Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.

So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.

If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.

[Kshitij Dewan @KshitijDewan]

@kasubasikamo_ The amount of liquidity available to certain individuals that buy properties cash

[Citrini @citrini]

@algoflows they’re only called bonds if they’re from the bond region of the treasury, otherwise theyre just sparkling IOUs

[Iran Observer @IranObserver0]

⚡️BREAKING: The Houthis have now taken Full Control of the Red Sea and the Bab al-Mandab Strait

This development has already had a Significant Impact on the Energy Market

- The price of Diesel in the US has officially surpassed $6.00, and the price of oil has reached $108

- In addition, Iran has struck Two Oil Tankers, and the Saudi Oil Pipeline intended to bypass the Strait of Hormuz is likely Damaged

[Kshitij Dewan @KshitijDewan]

LFG

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Copper prices on the LME have surged to a record $14,533 per ton, now up +47% over the last 12 months.

The surge comes amid a supply shortage with rising demand from data centers, renewable energy, and power grids.

Furthermore, expectations that President Trump will expand tariffs to refined copper imports have pushed US Comex prices above global prices.

This is encouraging traders to ship hundreds of thousands of tons of copper to the US this year to profit from the price difference.

Now, global stockpiles are increasingly concentrated in the US, draining LME inventories to critically low levels and leaving less copper readily available to buyers elsewhere.

Copper's supply crunch is accelerating.

[Lunt’s ✰. @jedacexe]

@whatMackSays The full story

[Kshitij Dewan @KshitijDewan]

Offside.

[Total Football @TotalFootball]

Damn girl 😳

[Kshitij Dewan @KshitijDewan]

@Fergie_Lu Gross

[Kshitij Dewan @KshitijDewan]

@Fergie_Lu Nope. Chosen land. It'll be the last standing when the floods come.

... Though drought seems to be a problem.