Algebra is mathematics
Calculus is mathematics
Geometry is mathematics
Physics is mathematics with experiments
Statistics is mathematics
AI is statistics with experiments:
- features as vectors
- similarity as matrix
- layers are SU(b,N) groups
- weights are fiber bundles
- optimizations are vectors walking on manifolds
- loss function funny as shit: the observation of each “training” experiment
You need infinite observations to integral to intelligent, yet a statistics.
1. We will keep accelerating. Our AI efforts are only 3 years old, vs 6 and 10 years old for Anthropic and OpenAI. If our second derivative remains strong, SpaceX will reach pole position in about 6 months.
2. Once you far exceed the caliber of intelligence needed for a class of tasks, additional intelligence is pointless. You don’t need (and it would be cruel to put) Newton-level intelligence in your toaster!
3. Hardware is hard. Bringing massive compute online rapidly is incredibly difficult. SpaceX has demonstrated exceptional ability in this regard and will only get better.
This is epic.. So, stay LONG on compute & memory, since current market valuations still underestimate their potential if you expect an explosion of production-level AI video generation.
switching 90% of my sessions from Claude code to Codex these days. The agentic coding harness are catching up by OpenAI and even surpassing the others. And to my surprise, grok build is awesome as well. The Ant moat seems no longer there despite majority legacy enterprises are still on old tracks, time will tell..
Databento US Equities Mini (the $199 Standard live feed) is too sparse for pre-market work. On ETFs our pre-open features were jointly available on ~24% of sessions vs ~99% on ARCX.PILLAR + XNAS.BASIC. Same vendor; Mini just isn’t a full book.
@shortsqueeznews In the "Three Body Problem", Yun Tianming bought her a star. This guy promised a galaxy and then got margin called. (Or cursed by Luo Ji :D)
Cool video. Simplify it: meta cognition on “watching your own thoughts” is like writing a book when you want to express your ideas, recording a video explaining your knowledge, or closing your eyes to figure out a logical fact, etc. Not a repeat loop but a process to reestablish your brain cells through neural plasticity.