Charles

There are nowadays professors of philosophy but not philosophers

[Charles @fkadosdos]

Fart with caution, friend,
For what once seemed safe now betrays,
Gas passed, solids came.

[dnap @dnapway]

Gavin Baker reveals the investing advice he always comes back to: "panic early or double down late"

"If you're losing money, you're wrong. It's not that the market is being stupid. It's not that people are missing something. You're wrong. What decision do you make?"

"Jennifer Urig, who was such a good friend and mentor, she had this phrase that I always think about. Ultimately, as an investor, you either have to panic early or double down late. Essentially no one does both. And know thyself."

"I am not a panic early person. I am a double down late person. And I think knowing that is something that kind of helps me go through a drawdown or a tough period of performance."

[Dan Ornelas @DanielMOrnelas]

“My seed is extinguished forever as there’s a drive into deep left by Castellanos. And that will make it a 4-0 ballgame."

[Charles @fkadosdos]

@HPBAac 34/28 gonna hit like crack

[Dan Carlin @dccommonsense]

THIS to me is always the issue.I don't care how many yachts a wealthy person buys...just don't screw with our political system.Because once you do THAT, your money is now metaphorically punching me in the face ("The right to swing my fist ends where the other man's nose begins").

[Xbox Nostalgia @Xbox_Nostalgia]

MVP 06: NCAA Baseball (2006 Video Game)

[Charles @fkadosdos]

@HughJePeanuts @gdudek10 Lol the guy named Huge Peanuts is lecturing us about ego

If you know Joe Breen then you know this is the furthest thing from the truth. He lives and dies by his kids - and he’s one of the most respected and admired coaches in the state for that reason.

[Jon Heyman @JonHeyman]

The most egregious All-Star snub has to be the starter who is 10-1 for a last place team, with a 2.61 ERA. The great oxymoron Sonny Gray should be in Philly.

[Jimmy O'Brien @Jomboy_]

Nationals pitcher Cade Cavalli tells Red Sox first baseman Willson Contreras to "sit down boy" so Contreras throws his helmet at Cavalli, a breakdown

[Charles @fkadosdos]

Talking about single wing ethics foh

[Ace @aceoffmeta]

The BEST Power Run Scheme in CFB27 📌

Playbook: WVU
Formation: Power I Tight

These runs are absolutely insane and are a nightmare to defend

If you love to pound the rock you have to give this a try

Bookmark for later!

[Charles @fkadosdos]

@stoolpresidente @MikeRedding1 NY Pizza Stefanos and Classic are all better options in Mansfield

And honestly there might be 10 pizza spots in Mansfield better than anything in North Attleboro

[Dwarkesh Patel @dwarkesh_sp]

Grant (@3blue1brown)'s advice to students who are considering whether to go into mathematicians or not, given how fast AI is making progress in that domain:

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[Catherine Varitek @CatherinVaritek]

I love Wilson.

[Charles @fkadosdos]

@jayhaykid @Buxbaum_Bixby

[Xiaoyin Qu @quxiaoyin]

American and European enterprises will ditch OpenAI and anthropic and adopt Chinese models. Here’s why:
1. They can host Chinese models under their own GPUs so it’s still compliant and they would argue they have more control.
2. they will post train with their own data on top of Chinese models. That’s how they build data moat.
3. They will not trust anthropic who will retain their data at any time for “safety” concerns like how they did with Fable and then try to build the same thing like how anthropic did with healthcare and legal.
4. They need to justify their AI spend and ROI.
The cure is a reliable America open source model but there is none. After all, if giving away all your data and AI control at the mercy of anthropic and OpenAI means you care about safety and compliance, you are outright stupid.

[Charles @fkadosdos]

Gray looks like a #1-2 is most lights

Anyone thinking otherwise is signaling sheer baseball illiteracy

[MLB Now @MLBNow]

"I actually attempted this in '19, where I kept up that real low O-Swing %, and all the sudden pitchers could smell that I wasn't threatening them with a double or a home run."

Joey Votto explains the sacrifices you make as a hitter when focusing on O-Swing %.

[Charles @fkadosdos]

@DarylJeannetti @redsoxstats Wily Mo .. but with an approach! 👀

[Boston Globe Pitchbot @BostonSatire]

Report: Red Sox sponsored by Waste Management

[Charles @fkadosdos]

@Sean_McAdam Red Sox looking like a crypto chart