MJ

L/S Equities. Knicks fan.

[Blueprintsmb @blueprintsmb22]

As I’ve gotten older, I’ve realized gratitude is the key to happiness. I’m having major equipment issues, but when I think of the fact that I was an orphan in South Korea until age 3 before being adopted, it’s hard not to feel like I’m living a dream life
https://t.co/DUehxrYle1

[aves @WNBAPILLED]

the yankees are a psychological experiment designed by satan to determine how much a human can take before they finally snap

[TBU @TBU12345678]

coverage universe size going to be the biggest competitive advantage in the next 5 years. being able to flex + see the world across 200 names you kinda know is going to be much more important than grinding out 50 expert calls on something unless you’re gunning for 10xers. think we will see a bifurcation between super pods enabled by AI and VC-like “hunting for 10 baggers” for the concentrated guys. everyone wise probably dies

[PaneerCap @PaneerCap]

i'm agent-pilled but these use-cases are mid af

also, how much time are you all spending scheduling stuff? why is that the main use-case for everything??

[GhettoGronk @ghetto_gronk]

"Bijan Robinson"

[JB @JasonBotterill]

Man I am much more productive with Opus 5.5 simply because I can actually fucking understand what it’s saying.

[fejau @fejau_inc]

yeah so basically trump got cocky after succeeding with venezuela and had a hot hand and decided to double down and strike iran in february thinking they could take over the country in a couple of weeks despite everyone telling him it was a bad idea and would drag on

nothing really happened and then Iran learned that they can actually close the strait of hormuz and were unsure if it would even work but now its become obvious they can do it and feel empowered. the iranians have a longer history as a culture and are slow walking trump as much as possible as they know that higher oil prices are going to ruin his odds in the midterms and weaken him

not only that but now higher energy prices are putting upward pressure on inflation and bond yields which has made the job of his new fed chair warsh who came in under a premise of potential rate cute but because of the iran war were entering a rate hiking cycle

the only person in the room who was trying to juggle all of this was scott bessent but after trying to juggle everything for so long he decided he was going to try and fight the bond vigilantes to lower bond yields and declared himself as the house. but he showed up to the bond fight with hardly any ammunition and now the bond market is calling his bluff and now the bond auctions are going terrible and he looks like a fool now

so now bond yields are surging export bans on diesel are being put in place as an act of desparation midterms are a total write off and the trump admin is about to spend the next two years probably fighting impeachment hearings while things continue to detoriorate and the funny thing about all of this is he won the presidency off the idea of no more foreign wars but its his own foreign war with iran that started this whole mess and now the free market is testing them all

[MJ @Matthew04328434]

A bit skeptical on how many mundane tasks can actually be automated away by Muse. To be clear I think Muse is a phenomenal product but think novelty factor is skewing perceptions a bit

[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.

[MJ @Matthew04328434]

@TBU12345678 What’s the rationale on long $KLAC/short $ASML?

[MJ @Matthew04328434]

@dretheoutsider_ @ShamsCharania Now punish all the other teams in the NBA who circumvent the rules with the same severity…

[MJ @Matthew04328434]

With all the Kawhi/Clippers discourse happening rn, I just want to say that you’re foolish if you think other teams are not circumventing the cap rules as well…this is happening across the NBA

[MJ @Matthew04328434]

@emmma_camp_ @WSJFreeEx Great video. I never cease to be amazed by the sheer abundance of resources/goods available in the 21st century. Even if someone is poor today, the quality of life for the lower class has increased dramatically over the past few centuries thanks to capitalism.

[MJ @Matthew04328434]

@blueprintsmb22 I suppose getting filthy rich does give you more free time

[MJ @Matthew04328434]

@blueprintsmb22 The only answer is more time (being able to freeze time while working, etc) — time is the one thing you can never get more of

[MJ @Matthew04328434]

@GHadjia Tough biz to get a view on near-term for sure; heard that data looks good for their Q4 volumes actually but we'll see what happens

[AT @BaseballWRLD_]

Hitter makes the absolute take of his life in the highest pressure situation he’ll ever be in and gets completely hosed

Kid is going to run Javy Baez chase rates now

[MJ @Matthew04328434]

@wanderalchemist @Polymarket Bingo — so many aspects of American society and our financial system already resemble UBI and will continue to