Justin Levine

Dad pharmacist

[Beff (e/acc) @beffjezos]

The real nuclear level power move here for xAI would be to release as Mythos level model as open source.

Since they own the infra, they can commoditize their complement.

It would save American open source AI from being conquered by China.

The most entertaining outcome...

[Justin Levine @j_lev01]

@Micro2Macr0 Feels like the bottom will arrive in October.

[Justin Levine @j_lev01]

@MgPaladin @NY_LBSS @JerusalemDemsas There is no ambulance on its way.

[Justin Levine @j_lev01]

@BrianRoemmele Where is Gemini through all this? I understand they are built on internet sludge. But they have remained in the shadows largely, with some real innovation along the way (eg first with an enormous context window)

[Justin Levine @j_lev01]

Travelling the weekend after. Phew!

[Wrath Of Gnon @wrathofgnon]

Two typhoons will hit Japan at the same spot and at the same time, on Saturday evening. If you are traveling in Japan this weekend it might be best to cancel any plans and sit these two out. Either they will deflect one another, merge, or one will deflect and one keep going.

[Justin Levine @j_lev01]

@Micro2Macr0 I'd still pay more to listen to an orchestra played by humans than robots

[Justin Levine @j_lev01]

@BrianRoemmele Is that not what Following does? Or you want the algorithm to be a bit more creative than "reverse chronical"?

[Cernovich @Cernovich]

I have friends with gigantic houses so I say this without envy or sour grapes.

Huge houses are overrated. They look spooky inside and feel soulless.

Lots of space outside, a view, now that is nice.

Cabins with guest rooms are cool, too.

But “palace”? Nah.

[Justin Levine @j_lev01]

@LaocoonofTroy I miss him

[Justin Levine @j_lev01]

She was hostage to her heart medication. Don't skip cardio!

[Jack Posobiec @JackPosobiec]

I think this is most likely what happened. She needed her heart meds regularly and whoever grabbed her didn't understand that

Nancy Guthrie ransom note included 'apology' for accidentally killing her: report

https://t.co/D7jWLcqt7T

[Justin Levine @j_lev01]

@Cernovich Happy American Fathers Day and thank you for reminding me to send a message to my brother living over there!

[Bluekurtic Market Insights @Bluekurtic]

@Micro2Macr0 Nothing beats the trend. The trend says that the S&P 500 is overextended, but it is nowhere near dot-com extremes.

If the AI boom is anything like dot-com, there may still be a few years left in this cycle.

[Justin Levine @j_lev01]

@BrianRoemmele @grok how does refining Brian's love equation by replacing cooperation with Brandenberger and Nalebuff's "coopetition" change things? Is Brian's equation already perfect?

[Brian Roemmele @BrianRoemmele]

Childhood Smells from the past.

[Justin Levine @j_lev01]

@BrianRoemmele Definitely an important tool. Scott Adams trained his followers to rate the probability news was fake. Anonymous sources, author holds grudges, raw numbers without percentages etc.

[Justin Levine @j_lev01]

Another forward thinking idea that we'll never have in Australia. Money goes where it is treated best.

[Teddy - PolyBackTest.com @Bitcoin_Teddy]

🇹🇭 Thailand officially implements 0% capital gains tax on Bitcoin & crypto.

[Jim Cramer @jimcramer]

I clock SpaceX going up one point per hour

[Justin Levine @j_lev01]

@Scutty Just buy the dip

[Chamath Palihapitiya @chamath]

Game theory from here is super interesting:

Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs.

Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal.

The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning.

Why did they not do it?

Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary.

A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways…

This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment?

There are too few of them and their progress seems sporadic at best.