Gio FC

Partner @ Sirius Signals

[Gio FC @gio_fcastro]

@StockMKTNewz https://t.co/9q29L2yEsz

[Gio FC @gio_fcastro]

What’s on my radar…
#siriussignals #sirius #trading #stocks #chip #Investimentos #semis #semiconductors

[Gio FC @gio_fcastro]

@Forbes https://t.co/nHTIKqXxea

[Gio FC @gio_fcastro]

What’s on my radar…
#siriussignals #sirius #trading #stocks #chip #Investimentos #semis #semiconductors

[Gio FC @gio_fcastro]

@joinautopilot https://t.co/9q29L2yEsz

[Gio FC @gio_fcastro]

What’s on my radar…
#siriussignals #sirius #trading #stocks #chip #Investimentos #semis #semiconductors

[Gio FC @gio_fcastro]

@KobeissiLetter https://t.co/9q29L2yEsz

[Gio FC @gio_fcastro]

What’s on my radar…
#siriussignals #sirius #trading #stocks #chip #Investimentos #semis #semiconductors

[Gio FC @gio_fcastro]

What’s on my radar…
#siriussignals #sirius #trading #stocks #chip #Investimentos #semis #semiconductors

[David Sacks @DavidSacks]

Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.

You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.

I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.

But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.

Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.

Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.

So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.

If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.

[Gio FC @gio_fcastro]

10/ In Salvador, Bahia, the historic Comércio district — the city's old port core, emptied out since the 1970s-80s — is restoring 46 colonial-era warehouses into housing and mixed cultural space. Source: https://t.co/KWCHjj0YGS

[Gio FC @gio_fcastro]

9/ In Rio, Porto Maravilha is converting old port and fuel infrastructure into housing — 23 condos launched since 2009, targeting 45,000 new residents by 2029. Source: https://t.co/fmcO6pPvYL

[Gio FC @gio_fcastro]

@kevinxu I’d rather use this social media. Shows all trades for accounts you follow:
https://t.co/F4aIPKoarC

[The Wall Street Journal @WSJ]

The lack of housing supply is colliding with sky-high AI salaries: “OK, we’ll pay $10,000.” https://t.co/QcSmCmWGpS

[TNW @thenextweb]

Xi Jinping called for global cooperation on AI at the World AI Conference in Shanghai. He argued that no single country should monopolise the technology. He also pushed for broader international coordination on how AI is governed. https://t.co/Q4fGk19jbm

[Chamath Palihapitiya @chamath]

The future is open source. We need to embrace it and get on with it.

Imagine if America closed the door on open source.

We would explicitly be forcing American companies to pay $26-56 per 1MM tokens for the same intelligence their adversaries/competitors around the world would pay $0.50-1 for.

This is economically unsustainable unless AI is bullshit.

If it’s the supposed through line of all future economic activity that we’ve been told it is, we can’t handicap America at such a meaningful cost disadvantage.

This can also be viewed thru a military lens and not just a simple economic one as well.

Letting our adversaries attack us for $0.50 per 1MM tokens while we spend $26-56 per 1MM tokens to defend ourselves is equally ruinous.

It’s the Cold War Soviet collapse in reverse.

[Bloomberg Originals @bbgoriginals]

Streets are empty in cities around the world as more coronavirus lockdowns go into effect

[Rodrigo Maia @RodrigoMaia]

A Câmara se uniu para votar uma das reformas mais importantes para o País, e conseguimos uma vitória espetacular, 379 votos. A Previdência é um tema muito difícil, mas estou feliz porque teremos a oportunidade de voltar a garantir o equilíbrio fiscal e a gerar investimentos.