Argonalyst

[Argonalyst @argonalyst]

"We live in a society exquisitely dependent on science and technology, in which hardly anyone knows anything about science and technology."

[Argonalyst @argonalyst]

é estranho pensar que estamos vivendo uma época em que tanto o estreito de ormuz quanto a IA mais avançada já criada se encontram bloqueados ao mesmo tempo

[Fred Krueger #BIP-110 @dotkrueger]

Space X is trading at 105x trailing revenues.

For context, NVDA is at 25x, TSLA is at 17x and the SP500 is at 3.5x

The "normalized earnings" ratio would put it at 250x earnings.

Tradfi is telling you to buy that, and sell BTC at 0.45x power law.

[Argonalyst @argonalyst]

IA virou mais regulado que setor farmacêutico RIP

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Argonalyst @argonalyst]

minha teoria é que foi a própria Strategy que vendeu 1.3b no dia 26, pois sabia que quando a notícia de que havia vendido BTC chegasse ao mercado o preço iria colapsar e poderia recomprar mais barato.. genial se for verdade

[Bitcoin News @BitcoinNewsCom]

$1.3 BILLION IBIT DARK POOL DUMP SHAKES BITCOIN MARKET

A massive $1.29 billion dark pool block trade hit BlackRock’s $IBIT this morning, marking what traders are calling one of the largest institutional Bitcoin ETF prints ever recorded.

The trade reportedly crossed around 10:30am at roughly $43.16 per share, with the single candle exceeding IBIT’s average daily trading volume by itself.

Traders say the block sale coincided with sharp downside pressure on Bitcoin’s price action.

Dark pool tracking accounts noted the transaction dwarfed prior IBIT institutional prints dating back to March 2024.

Rumors are now circulating that the move could trigger the largest single-day Bitcoin ETF outflow on record if confirmed.

At the same time, institutional options flow showed nearly $1 million flowing into December 2026 $45 IBIT call options, suggesting at least some large players remain bullish longer term despite today’s apparent liquidation.

[Argonalyst @argonalyst]

empresas de IA estão fornecendo "planos" especiais para empresas que têm muitos funcionários.. a assinatura é subsidiada por dinheiro de VCs.. em algum momento a torneira vai secar.. os preços das assinaturas podem disparar, e as empresas estarão dependentes de IA

[Andrej Karpathy @karpathy]

Software horror: litellm PyPI supply chain attack.

Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords.

LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm.

Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks.

Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages.

Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.

[Argonalyst @argonalyst]

RT @soraofficialapp: We’re saying goodbye to Sora. To everyone who created with Sora, shared it, and built community around it: thank you.…

[Argonalyst @argonalyst]

viva o momento

[Argonalyst @argonalyst]

Avatar 3 parece um desperdício de dinheiro... uma super equipe de efeitos especiais, e um roteiro porcamente escrito... reclamar de IA escrevendo roteiro em Hollywood se torna um queixume com um trabalho desse nível

[Argonalyst @argonalyst]

na verdade btc atingiu 108k em dezembro.. e só bateu 120k em julho

[Argonalyst @argonalyst]

começo a suspeitar que bitcoin dobra até final do ano, 120k em dezembro parece mais plausível do que nunca

[Argonalyst @argonalyst]

gostando ou não, o futuro do conteúdo online é a transmissão ininterrupta, 24 horas por dia, de vídeos gerados por IA... com o VEO do Google, esse tipo de operação hoje teria um custo aproximado de US$ 12.960/dia

[DjowDjow @DjowDj0w]

Guys, preciso da ajuda de vocês.

Vi esse vídeo do @argonalyst (https://t.co/FLx9utAVZf) e curti muito o estilo de edição.

Quero aprender como fazer algo parecido, porque acho que vai encaixar bem em uma ideia que estou desenvolvendo.

Se alguém souber como, me chama que quero aprender.

[Argonalyst @argonalyst]

com um prompt perguntando sobre a infraestrutura de um sistema, o o3 revela a vulnerabilidade que estão dizendo ter sido explorada pelo hacker do BC, não duvido que tal ataque tenha tido nuances de "vibe hacking": uma IA auxiliando a entender e explorar vulnerabilidades

[Sam Altman @sama]

we dropped the price of o3 by 80%!!

excited to see what people will do with it now.

think you'll also be happy with o3-pro pricing for the performance :)

[Argonalyst @argonalyst]

reclama do preço do café, mas esquece que em 1931 o governo vargas queimava toneladas da commodity para tentar estabilizar o mercado internacional e acha que o efeito borboleta de quase 100 anos não tem relação com a realidade atual

[Argonalyst @argonalyst]

essa previsão feita em 2018 sempre me perturba, principalmente por terem acertado a primeira bola

[ElevenLabs @ElevenLabs]

We’re launching Sound Effects in Studio today.

Our Text to SFX model is built into our longform editor; just describe a sound, and it’s generated instantly.

It’s now easier than ever to bring depth, realism and immersive ambience to your audiobooks and scripts.

[Argonalyst @argonalyst]

sempre diga obrigado para a sua LLM 🙇‍♂️

[Andrej Karpathy @karpathy]

PSA It’s a new era of ergonomics.
The primary audience of your thing (product, service, library, …) is now an LLM, not a human.

LLMs don’t like to navigate, they like to scrape.
LLMs don’t like to see, they like to read.
LLMs don’t like to click, they like to curl.

Etc etc.

[Argonalyst @argonalyst]

mais 5% e o cara vai ter conseguido causar uma crise maior que a própria covid