Cumlord Lauder

"I am still not ready to relinquish my concerns on the inflation front" (16/09/2008)

[Adam Butler @GestaltU]

I have been saying for quite a while that I thought that America will elect a socialist government in the next election, consistent with the widening gyre we’ve experienced over the last several elections. But never in my worst nightmares did I imagine that socialist government to look anything like the collection of communists, anarchists and lunatics that is the DSA. What a grotesque timeline.

[Cumlord Lauder @LarryHCummers]

@henrysgao These alleged austerity measures would if implemented crater the already failing internal demand and lead to a depression

[Cumlord Lauder @LarryHCummers]

@DAlperovitch Yes but keeping export controls should be of critical importance irrespective of what Jensen claims

[Cumlord Lauder @LarryHCummers]

@DAlperovitch Imagine however if they were able to develop better chips competing with NVDIA frontier chips

[Cumlord Lauder @LarryHCummers]

Respectfully (big fan of your activity on this social media); but how do we know what he really thinks? We have some access to party documents of various nature, but as far as I understand there is broad agreement among scholars and experts (see among the others Rush Doshi, Kevin Rudd and Eyck Freymann) that we don’t really know how Xi thinks. Is it really likely that he does not understand such dynamics, especially considering that one of the main experts in this regard is M. Pettis, who is very well known and read in China?

[Cumlord Lauder @LarryHCummers]

@darioperkins you have unveiled the doomer cheatsheet 🤣🤣🤣

[Cumlord Lauder @LarryHCummers]

@jam_croissant good call

[Damien Ma @damienics]

Found a Shanghai Securities newspaper I've kept for maybe 15 years now:

"Hu Jintao says China will push for domestic demand strategy over next five years"

"Huawei believes the tide is turning for it in US"

haha

[Cumlord Lauder @LarryHCummers]

@jam_croissant We’re imitating the Chinese model

[Cumlord Lauder @LarryHCummers]

@jam_croissant tbh, thanks god they coordinate between themselves and hopefully have a shared plan, given the overall circumstances

[Jared Kubin @JaredKubin]

it’s stuff like this that really makes me roll my eyes at the pearl clutching. Does everyone have psychosis or losing critical thinking ability?

I read the report because I’m a propeller head and love understanding how things work

1. OpenAI was running an “isolated sandbox with no internet connection…. the sandbox needed access to a local JFrog Artifactory server… (Ask ChatGPT to explain SSRF hack to you like you are in high school)… anyway, the models used a basic SSRF exploit to route web traffic through the proxy to the public internet
STOP..
a) did they vibe up this “isolated” env?
b) their IT team can’t be this bad… this is like 101 stuff …

2. Civilizations? Haha! OAI gave thousands of concurrent model containers R/W permissions to a shared caching directory on the local network to speed up build times… agents literally just wrote text files and directory names to a shared drive….Linux 101 file permissions stuff

3. When people talk about hugging face getting hacked … you think they dropped USB keys OR ELABORATE phishing of an employee … NO… it found 14 exposed working Hugging Face API keys sitting in public code repositories (CREDENTIALS leaking with LLMs is such a big issue but for another post)

4. WHERE ARE THE HUMANS… the models were filling the shared Artifactory storage with so much junk data and API traffic that they actually crashed the internal server on July 4… someone on the team found unauthorized admin accounts and custom scripts…wiped the server…and just turned the script back on (omg)

“Hey Jim there is this cache that has grown to 10000x its normal size and has a ton of strange directories… “

“Ah it’s nothing… restart it”

No magic here. No civilizations. The TASK CHAINING is interesting to me… I guess the future of cyber. Would love to hear Nikesh, George, or Kevin talk about this

But what do I know.

[Cumlord Lauder @LarryHCummers]

This way of thinking is fairly dumb because the need for a export-to-consumption rebalancing should primarily come from China itself (since its current economic growth model is unsustainable and long term detrimental by itself, irrespective of the opinion and/or the deeds of other countries involved in international trade). Doubling down on exports will prove detrimental in the long term, no matter what the Trump admin does in the short term. See the work of @michaelxpettis in this regard

[Cumlord Lauder @LarryHCummers]

@jam_croissant @tastyliveshow

[Cumlord Lauder @LarryHCummers]

@jam_croissant This is essentially the right take. They act in coordination. We are watching a scripted performance. The question is what are they hiding. Any given performance is aimed to take the attention of the audience away from something else.

[Cumlord Lauder @LarryHCummers]

@michaeljmcnair This is the right take

[Michael McNair @michaeljmcnair]

Your presumption should be that this is choreographed (and they are having the time of their lives playing this game).
And the question you should be asking is why the need for this good cop-bad cop shenanigans…It’s the question I’m asking myself

[Cumlord Lauder @LarryHCummers]

@Geo_papic if they do what you think, than long precious metals...