DG

Building in stealth. I tweet about AI / crypto. previously founded Tempus, Nostra; ex-Allen & Overy, Linklaters lawyer.

[DG @davgarai]

@nic_carter solving a millenium prize problem is mostly a compute budget problem, not a prompting one

[DG @davgarai]

@uninsightful @usv well deserved

[DG @davgarai]

Nobody:
EU in 2 months:
"let's fine OpenAI and Anthropic for $20 billion each for anti-competitive practices and make some money"

[Dario Amodei @DarioAmodei]

We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.

Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.

You can read the full post here: https://t.co/OGyPb7yaYt

[Grant Hummer @gphummer]

Translation: our gross margins are getting competed down to 0 by open source models and our capex burn rate is too high.

Let’s maintain our margins with regulatory capture, ban open source models, and slow down the capex arms race. All with a virtue signaling cherry on top.

[DG @davgarai]

Cucurella is Temu Puyol

[DG @davgarai]

In my Budapest apartment I have:

1. radiant ceiling cooling
2. fan coils
3. heat recovery ventilators
4. triple glazed glass
5. separate zoning temperature, CO2, humidity control in each room

which is more advanced than what 99.9% of Americans have so they can fuck right off

[DG @davgarai]

@FattyNatsu Planes tend to land from the opposite direction these days depending on the wind so this might be completely wrong. Lol

[DG @davgarai]

@zoomerfied a new governance proposal and this investment is worth zero

[DG @davgarai]

@claudedonze

[DG @davgarai]

@claudedonze i'll make sure not to ask you then

[DG @davgarai]

@claudedonze @novadotmarkets Fluctuating funding rates kind of kill perps as a hedging instrument. Wen dated futures

[DG @davgarai]

@hosseeb this is the most anti-crypto take I’ve read this year. permissionless means permissionless. you don’t get to decide which protocols are ‘allowed’ to exist because you’ve decided they’re too small to defend themselves

[DG @davgarai]

@crystalxbtt i’ve lived in both Tokyo and Bangkok for many years. Bangkok wins overall. As a foreigner, Japan is great to visit but living there long term gets to you lol

[DG @davgarai]

@santiagoroel Insurance is regulated at the state level, which makes this a compliance nightmare

[DG @davgarai]

@elonmusk @AlexanderSoros Delusional

[Magyar Péter (Ne féljetek) @magyarpeterMP]

Prime Minister Viktor Orbán has just called to congratulate us on our victory.

[DG @davgarai]

Proud to be Hungarian for once

[DG @davgarai]

@sobradob tisza kétharmad 🤞

[DG @davgarai]

@_danieledamiani Just disable the deposit button

[DG @davgarai]

@gigiialc This is not that novel; inflation-linked swaps have been around for decades