Ali Raza

Inclusive, Moderate, Wanna be activist, Pakistani

[Zachi @iam_zachi]

Huggingfaces security txt after the openai incident 😭

[Dr. Taimur Rahman @Taimur_Laal]

Nationalism explained simply.

[Mahi @krimahtech]

😂😭😭

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN delivers Horizon 1 🚨

This is a massive de-risking event for the company & its shareholders.

Horizon 1 alone delivers nearly $500m of ARR.

With Prince George already fully online & Mackenzie being commissioned as you read this, Q3 & Q4 are looking very good.

[Mrinal @Hi_Mrinal]

there is a legit "1st 20hr" theory in which if you lock in for the first 20 hour to learn something (ofc with intervals) you can be decently good at it

[Ali Raza @ali_rz00]

@SouthAsiaIndex Not gonna happen

[amit @amitisinvesting]

what a day man

semis get destroyed all month

turns out it was a structural deleveraging event that really caused the worst parts of it

best day for semis in a year once the biggest AI levered hedgefund gets liquidated

has to be one of the craziest days this year for markets

[Trung Phan @TrungTPhan]

Charlie Munger’s three Ls is undefeated

[GURGAVIN @gurgavin]

LEOPOLD’S SITUATIONAL AWARENESS FUND BLOWUP TIMELINE

JULY 1: LEOPOLD’S HEDGE FUND SITUATIONAL AWARENESS REACHES $45 BILLION UP 450% YTD

JULY 10: SK HYNIX US IPO MARKS TOP OF THE AI SECTOR

JULY 10-20: MAJOR SELLOFF ACROSS ALL AI STOCKS, MOST DOWN 30%+ IN 2 WEEKS

JULY 10-20: HIS SHORT POSITIONS START GOING UP CAUSING MORE LOSSES (HE WAS SHORT ADOBE AND OTHER SOFTWARE STOCKS)

JULY 24: HE SENDS INVESTORS A LETTER CALLING THE SELLOFF A BUYING OPPORTUNITY AND ASKS FOR MORE MONEY

JULY 27: CITADEL SECURITIES SAYS THE FED IS GONNA DO A SURPRISE RATE HIKE

JULY 28: THE MARKET SELLS OFF AFTER CITADEL’S REPORT & LEOPOLD TRIES TO RAISE & BORROW MORE MONEY

JULY 29: BANKS MARGIN CALL HIM

JULY 30: CITADEL COMES IN AND BUYS HIS ENTIRE PORTFOLIO FOR A MASSIVE DISCOUNT

LEVERAGE IS THE MAIN REASON PEOPLE GO BROKE IN THE STOCK MARKET ALWAYS BE CAREFUL

[How To Prompt @HowToPrompt__]

Google Deepmind argues that LLMs can never make real scientific discoveries.

They published a paper breaking down Albert Einstein’s private view of scientific discovery.

In a famous letter to his friend Maurice Solovine, Einstein drew a diagram of how science actually happens.

It is a cyclical loop.

First, you experience raw sensory data. Then, through a mysterious, non-logical act of intuition, you make an intuitive "jump" to abstract axioms. Finally, you use strict logical deduction to derive consequences from those axioms.

Generative AI has completely mastered two-thirds of this loop.

• Induction: Statistical pattern matching across billions of tokens.
• Deduction: Formal proof generation, like AlphaProof solving complex math Olympiads.

AI can crunch data and it can prove theorems.

But it cannot make the jump.

The paper argues that AI completely lacks Abduction, the generation of novel explanatory hypotheses when observational data is scarce.

The prevailing tech myth says that "creativity is just data compression." That if you feed an LLM enough text, scientific breakthroughs will naturally pop out.

Einstein’s formulation of General Relativity proves that is a delusion.

When Einstein formulated relativity, the observational data didn't demand a new physics framework; classical mechanics was still massively successful. The breakthrough required a conceptual rupture. An intuitive leap from physical reality to a brand-new set of foundational axioms.

An LLM can execute the math once the axioms are given. But it is structurally incapable of formulating those premises on its own.

It can interpolate inside existing human thought, but it cannot transcend it.

The translation of physical reality into formal axioms remains the absolute, hard bottleneck of artificial scientific invention.

We can build models with trillions of parameters. We can scale compute into the stratosphere.

We can make the calculator infinitely fast.

But until we solve grounding, the machine can process all the data in the universe.

It still can't make the jump.

[Ali Raza @ali_rz00]

@NotSamCane It would be 4800 a year on 1 million

[Neo Kim @systemdesignone]

They don't want you to know this, but running 1 big monolith is what truly lowers cortisol levels to all-time lows.

[Daniel Glejzner @DanielGlejzner]

Monorepo is going to be the most optimal setup to properly work with AI given all the context is in one codebase

[Guillermo Rauch @rauchg]

The big lesson from AI is that everything is code. A slide deck is code. Design is code. That cool promo video? Code. Excel automation? Code. The universe? Probably made of code too.

[Ali Raza @ali_rz00]

@haltakov Please dont give claude any ideas

[Daniel Glejzner @DanielGlejzner]

Software hiring has become absurd.
At work, you’re expected to use AI to offload manual coding and move faster.

Then, to get your next contract, you’re asked to code from memory with no assistance.

Pass the interview - and you’re expected to use AI again.

It has never been this broken.

[International Cyber Digest @IntCyberDigest]

‼️ BREAKING: Anthropic has embedded hidden spyware-like code in Claude Code that covertly targets Chinese users. It then sends information regarding every user by injecting it into their prompt message.

Claude Code is sending info like timezone, proxy and possible AI Lab connections into the system prompt in ways Chinese users can't notice.

A coding agent with repo and command permissions should not silently hide routing metadata inside prompts. This is a serious breach of user trust.

[François Chollet @fchollet]

The true measure of a software engineer isn't their ability to write clever code. It's their ability to ruthlessly protect the codebase from unnecessary cleverness.