Bay415

SF and SoCal. The Middle Way.

[Bay415 @SliceStocks]

@AlgodTrading @aleabitoreddit Think the answer is somewhere around the population decline this will accelerate

[Bay415 @SliceStocks]

@sriramk @satyanadella Karp is just worried his own blackbox company is going to be disrupted as irs only value prop is 1) time to value, 2) control over AI tools, 3) highest level gov SaaS clearance. Frontier models can erode most of that as it expands into workflows and databases

[Bay415 @SliceStocks]

@FU_joehudson What if you can’t claim them? Years of trying have shown yourself it’s impossible. My idol is The Buddha, the crush is the flawless & sweet beauty from a great family. What’s elusive appears to be - Perfection

[Bay415 @SliceStocks]

@PatrickMoorhead @AnthropicAI Palantir is a black box which provides governance over other company (Google, etc) models. Yes he’s is worried that a Frontier provider can replace him as their value prop is mainly 1) FDE so fast time to outcome and 2) highest level gov SaaS clearance

[Bay415 @SliceStocks]

@RihardJarc This is cool. Seems to conflict with news that Meta wanted more GCP capacity than GCP had to give. Wonder if different use-cases? https://t.co/PbWqOPvJxV

[CooperBaggs 💰🍞 @edgaralandough]

Hard truth: The gym isn't hard. Getting to the gym is hard. The conversation isn't hard. Starting the conversation is hard. The project isn't hard. Opening the document is hard. The activation energy is where 90% of resistance lives. Once you're in motion, the task is easy. The start is everything.

[Bay415 @SliceStocks]

@citrini Seimens AG?

[Bay415 @SliceStocks]

@garyblack00 The Uber/Nuro deal also helps $GOOG as Nuro uses Google Cloud https://t.co/V63EgyJpEo

[Bay415 @SliceStocks]

@zephyr_z9 Why can't Llama be that "reliable open model"?

[Bay415 @SliceStocks]

@RihardJarc Great post, given this do you have any opinion on Anthropic's current evaluation? Frothy or fair?

[Bay415 @SliceStocks]

@Chicky_Think Thanks for sharing. Shows you are a genuine account who cares and is honest. Many just post their wins.

[Sam Parr @thesamparr]

Lloyd Blankfein has been in the room with world leaders and billionaires.

What he noticed:

- "There are very few geniuses. I don't know if I've ever met one."
- The most powerful people finish talking and ask "how did I do?"
- A lot of them run on insecurity

"People are a lot more normal, and a lot more insecure, than you think."

[Bay415 @SliceStocks]

@humanlyunique @vrexec Yes but government leaders are worse. Was Mao or Stalin or in modern day Pelosi better than Elon? Government is the ultimate unchecked power and absolute power corrupts absolutely.

[Bay415 @SliceStocks]

@tunguz The entire market crashed. @AMZN down almost 5%, $MSFT down 3% (-22% YTD)

[Bay415 @SliceStocks]

@zephyr_z9 OAI & Anthropic - superior coding tools
Google - biotech, self driving, agents, distribution for LLMs - plus cost leader as has TPUs

[Bay415 @SliceStocks]

@Ross__Hendricks Maybe but Google owns the full stack and maybe only Huawei can compete on that. Then Google has big bets on quantum computing, quantum chips, biotech and of course the Search and Media cash cows

[Bay415 @SliceStocks]

@tunguz Can Claude make an image let alone drive a car? There is more to AI than code, granted code is a very important use-case

[Bay415 @SliceStocks]

@BottleBell You’re over complicating this. It’s do you feel you are a Hunter or are you the Hunted? Aka are you top of status hierarchy or the bottom and dropping?

[Bay415 @SliceStocks]

@PeterSMagnusson @williameijer You’re right, it’s 118th https://t.co/P5qpeBGeM1

[Bay415 @SliceStocks]

@williameijer Japan is ranked 191st for women’s rights. Very low birth rate