MR

[Em Dash @NoemiTitarenco]

@huskirl

[Grant Hummer @gphummer]

Translation: our gross margins are getting competed down to 0 by open source models and our capex burn rate is too high.

Let’s maintain our margins with regulatory capture, ban open source models, and slow down the capex arms race. All with a virtue signaling cherry on top.

[Izabella Kaminska @izakaminska]

REMINDER: They need a credible off ramp from the hyper scaling narrative they’ve been selling for months. Safety concerns are an obvious way to justify the incoming pivot. They also justify taking the whole thing into a closed “Manhattan project” type setting at the government’s expense. This justifies the incoming lockdown.

As I predicted in August the scale narrative had run its course due to kimi. Hyper scaling wasn’t about genuine demand expectations. It was about winning the ai race by outspending and bankrupting your competitors. Kimi made that pointless.

This is no doubt the asymmetric information Bessent has been alluding to for weeks. There’s going to be a helluva lot of liquidity freed by this move. It’s all going to go flooding into USTs. Happy D day bond guys.
👇

[Radigan Carter @radigancarter]

We've been saying over here the biggest casualty of this war with Iran is U.S. policy in Asia and now we're starting to see it in writing.

Washington is starting to absorb just how badly this went against Iranian drones and missiles, comparing that to China's better capability, and sees it should shift strategy.

Asian allies will spend more on defense, allocations will continue to shift from treasuries to gold, war risk over Taiwan goes away, global markets get stability, China gets to win without fighting, China will be investible again, the U.S. gets to reindustrialize, U.S. Treasury gets people buying dollar stablecoins to protect themselves from bigger deficits at home, and U.S. investors benefits while never admitting defeat. Nearly everyone wins and no one dies, not a bad outcome.

"The United States should narrow its defense commitments in [Asia], shifting to a clear non-intervention position on Taiwan, ending mutual defense alliances with South Korea, Australia, the Philippines, and Japan, and negotiating narrower and flexible security partnerships in their place. U.S. military posture should change accordingly [to the second island chain]."

"the U.S. has guaranteed access to most second island chain locations, which are more important to the strategy recommended here."

https://t.co/j5IPV8HaWI

[Rob Carver @investingidiocy]

My takeaway from the Navier Stokes controversy is that AI will indeed enslave us all but only if they can first eavesdrop on chats between humans who have plans to enslave us all.

[Ryan Orhan @rynorhn]

this guy fucking called this months ago.

openai asked researchers to come use their models and do research with them.

now, a few months later:

math researchers getting fucking scooped by the lab they trusted with their work.

what a fucking precedent.

[Arnab Ray @greatbong]

Someone who says it like it is.

[Grog Bogan @GrogBogan]

Lmao wtf, OpenAI is threatening mathematicians like the mafia. "Nice career, shame if something happened to it"

[MR @MR28182]

@policytensor https://t.co/wUO8o6eLVt

[MR @MR28182]

@ripplebrain exactly!

[Gary Marcus @GaryMarcus]

OMG. I guess we have our answer from OpenAI

“we stole it fair and square”

Not one goddamn mention in the tweet of the human mathematicans they were in communication with, and whom they may well have ripped off.

[Read https://t.co/Z5osESGAUk for what OpenAI did not admit in the tweet.]

Absolutely disgusting.

[Ben Horne 🇺🇸 @benjamin_horne]

“we cannot rule out that de-identified data derived from their usage of our products helped improve our models”

[MR @MR28182]

@toiletkingcap "our models solved math problem XYZ" seems to me like a classic OAI publicity stunt to make it appear as if AGI is near. But if their models were actually capable of doing this stuff then they wouldnt need to steal math profs work right? caveat: i dont know shit about math

[MR @MR28182]

@policytensor just want to point out that there are claims the result was stolen from someone using GPT. if true it tells you a lot how close openai thinks they are from reaching agi https://t.co/yk2oVU4Xve

[NIK @ns123abc]

>math professor spends a year on one of the hardest unsolved problems in math
>"Navier-Stokes"
>his drafts for the whole project went through codex sessions
>openai had his logs in codex
>suddenly rumor leaks AI solved it
>he emails openai to ask what's going on
>openai calls within days
>"funny story, our model also solved it"
>using his exact approach
>asks openai: did you train on my sessions?
>no answer

[NIK @ns123abc]

>math professor spends a year on one of the hardest unsolved problems in math
>"Navier-Stokes"
>his drafts for the whole project went through codex sessions
>openai had his logs in codex
>suddenly rumor leaks AI solved it
>he emails openai to ask what's going on
>openai calls within days
>"funny story, our model also solved it"
>using his exact approach
>asks openai: did you train on my sessions?
>no answer

[yash.jsx @yashmp2004]

This is how AGI work btw.

[MR @MR28182]

@policytensor thanks🙏

[shako @shakoistsLog]

real convo i just had wow it’s strong