Roane

vibe coder, founder, builder;
tech, ai, crypto

[Roane @RoaneDraths]

detailed nuclear timeline slide from @FermiAmerica
Fuel suppliers like @centrus_energy not engaged for another year.
No power till 2036.
Until that time it needs to be gas, solar & batteries.

[Roane @RoaneDraths]

@archerlin__ Vibe! 💯

[Roane @RoaneDraths]

@jeffedelstein @alexolegimas @DKThomp hmm. Better health and more health focused doesn't necessarily make you self consumed. Just get religion

[Roane @RoaneDraths]

invest in drones and counter-drone

[Clash Report @clashreport]

Iran's Ghalibaf on China & others:

We need some blocs. I'm saying clearly, these blocs must be formed. And in a way, they are already formed.

Whatever bloc is formed, there are two definite countries in it; don't doubt it: China and Iran.

I am moving along this path with strength. In all its dimensions. In terms of technology, economy, and politics.

It is us who must make China believe, which it will, that we are not a customer or just a business partner. We are truly a partner to them. A partner in every sense.

We must carefully recognize our friends and enemies, and move forward.

Of course, we have our dignity, our independence, our perspective. We know our friends well.

[Roane @RoaneDraths]

@ShanuMathew93 If model capabilities keep advancing on bigger training runs (Mythos/Fable shows this), then, yes, ARR will increase w inference demand.

Also if the gov starts blocking advancements from public consumption (again Mythos/Fable), then private training runs will be a new demand

[Roane @RoaneDraths]

@marionumber4 The monkey took the bananas and built a rocket ship out of them.

[Roane @RoaneDraths]

@isaiah_p_taylor @briantimar only downside w nuclear right now is time to market. 2030s feel a long way off. still very glad society is finally embracing it

[Roane @RoaneDraths]

@SantiagoAuFund i cant tell if its just a schtick at this point. ideas should've changed at least somewhat in last decade

[Roane @RoaneDraths]

@kieranwgoodwin chain restaurants

[Roane @RoaneDraths]

@firstadopter 💯. It's bizarre isn't it? Extreme negativity is not limited to financial news either.

[Roane @RoaneDraths]

@UnoMasReactor off topic, have you seen anything on holtec recently?

[Roane @RoaneDraths]

@TankerTrackers can someone eli5... what's the point of the ship to ship transfer? @grok?

[Roane @RoaneDraths]

@mattyglesias @GarettJones Low trust in institutions is def a problem...
And brushing that off as uninformed definitely contributes to the problem.

You may not think you fall in this camp but we have a society wide problem w "my opponents are simply uninformed"

[Roane @RoaneDraths]

@Midnight_Captl @MartinShkreli unless i misunderstand, I think @AnjneyMidha is working on #2 in materials science, at least tangentially

[Roane @RoaneDraths]

@ShanuMathew93 Seems like we'd need an emotional discipline tool too

[Roane @RoaneDraths]

@alexolegimas iOS apps, due to technical restrictions, are a uniquely bad representation. If you measured the same thing on GitHub, you'd get a wildly different answer

[Roane @RoaneDraths]

@NaveenGRao 💯. Divide investors into camps: fundamentalists vs speculators, this is the speculators leaving (over the last 6-8 months). There are better places to speculate now.

[Roane @RoaneDraths]

@isaiah_p_taylor 2 seems very bizarre

[Roane @RoaneDraths]

this is a good framing
"Intellect operates on the content. Intelligence operates on the context while it simultaneously generates the frame."

[Dan McAteer @daniel_mac8]

A physicist spent 12 days supervising Claude Code as it built a piece of cosmology software.

It's the cleanest demonstration I've seen of the difference between intellect and intelligence.

The agent was brilliant at the cognitive work. Transcribing equations, debugging, optimizing against the test suite.

At one point it found a correction factor that fixed every test.

The number was physically meaningless. It worked at the single setting they checked and would've been wrong at every other one. Correct prediction, zero explanatory value.

The agent was clueless. The physicist was not.

When the physicist finally asked "does this number correspond to anything in the actual theory?", the agent answered correctly in seconds.

It could reason. It just couldn't transcend its own frame.

That's the difference. Intellect operates on the content. Intelligence operates on the context while it simultaneously generates the frame.

Agents will transcend intellect and become intelligent when they can generate their own frame of reference.

Who knows how long that will take?

[Roane @RoaneDraths]

this turned out true about $MSTR

[Roane @RoaneDraths]

@altcap 26% more BTC per share.

He treats it like a REIT where in theory your book value grows thru debt and equity raises, except there's no income from that book value.

Just like a REIT shareholders get rekt if book value collapses...

[Roane @RoaneDraths]

@brian_armstrong 💯 things are starting to pop off
https://t.co/qAIqrMuWcK

[Roane @RoaneDraths]

people are too bearish.
datacenters
ai
jobs
general government competence

the US had no peer competitors for 30+ years and now it's waking up to a new one.
it's going to be a good time.