juiceindex.io - EV Market Intelligence

EV Enthusiast | Silicon Valley Veteran (15+ yrs) | Builder of | |@AIComputeIndex

[Paul Graham @paulg]

This is like someone who can bench press 30 pounds writing about what it takes to bench press 600.

[Jaya Gupta @JayaGup10]

The researchers getting rich off Anthropic secondaries are cheering for the thing that would make them ordinary employees again.

Right now they are paid like NBA free agents because they are the labs’ most visible moat. The frontier labs are struggling to hold a durable, ownable edge: models get copied, undercut, or matched by cheaper and open rivals within months. So the real advantage lives in a few hundred people who know how to push the frontier, and who can also leave, raise billion-dollar, double tranched seed rounds, and compete directly.

That is why the labs are paying them not to leave. with secondaries as retention payments, mission / fear, etc...

Pharma shows where this can end up. In a drug company, the value does not belong to the scientist. The scientist can be paid well, but not hundreds of millions over three or four years, because the durable value sits in the patent and the FDA approval. The researcher who discovered the molecule can quit tomorrow, but the company still owns the asset.

A regulatory moat would do something similar for AI labs. It would move value from the person to the institution.

Regulation is a wall against three threats at once: competitors, open source, and the labs’ own researchers. The researchers getting rich off secondaries today are, by cheering the regulated future, voting to end the exact leverage that made them rich.

[juiceindex.io - EV Market Intelligence @juice_index]

This!!

[Jay Yoon @jaysyoon]

We are still massively short compute. $META and xAI are selling compute because there is no inference demand for their models. It's a compute allocation problem (too much compute in the hands of players with no internal use for it) not a compute surplus problem.

[juiceindex.io - EV Market Intelligence @juice_index]

@evan_thayer Stuck in a Pigsty and brag about it. 👍

[juiceindex.io - EV Market Intelligence @juice_index]

Finally I can begin watching Real Lakers again

[Variety @Variety]

LeBron James, 41, announced he’s leaving the Lakers one day after his son Bronny’s $2.3M contract became fully guaranteed.

After an eight-year tenure with the Lakers, it remains to be seen what he’ll do next. A return to the Cleveland Cavaliers, his hometown team, which he led to a historic 2016 title, would be a poetic final chapter — and could give Cleveland the missing piece it needs to get over the hump.

https://t.co/tN5tzBDdq5

[Variety @Variety]

LeBron James, 41, announced he’s leaving the Lakers one day after his son Bronny’s $2.3M contract became fully guaranteed.

After an eight-year tenure with the Lakers, it remains to be seen what he’ll do next. A return to the Cleveland Cavaliers, his hometown team, which he led to a historic 2016 title, would be a poetic final chapter — and could give Cleveland the missing piece it needs to get over the hump.

https://t.co/tN5tzBDdq5

[juiceindex.io - EV Market Intelligence @juice_index]

@StockMKTNewz Microsoft Foundry's UI is like a product from 20 years ago.

[juiceindex.io - EV Market Intelligence @juice_index]

@EthanEvansVP Boring. You are just one of VPs at those big tech who get promoted by kissing their boss's a**

[juiceindex.io - EV Market Intelligence @juice_index]

@WatcherGuru why $MSTR has been going up today?

[juiceindex.io - EV Market Intelligence @juice_index]

@Money_or_Life_X 那苹果为啥要抱怨，别买就行呀

[juiceindex.io - EV Market Intelligence @juice_index]

@Polymarket DEI executive?! That makes sense.

[juiceindex.io - EV Market Intelligence @juice_index]

@beefcubee @TJ_Research 怎么说?

[GREG ISENBERG @gregisenberg]

GLM 5.2 might be the “ChatGPT moment” for local AI

The moment many of us see the value in local models

GLM 5.2 isn’t perfect, but it’s really good

1M token context window so it holds an entire codebase at once. Top open model on coding right now. MIT licensed with zero restrictions.

And it runs on your own machine through Ollama or LM Studio.

When you're using it, it kinda feels like Opus 4.8.

I honestly can't believe how good it is.

2027 is probably the year of local AI.

[Guillermo Rauch @rauchg]

Genuinely impressed, almost shocked, at how good GLM-5.2 by @zai_org is at coding. This changes things.

[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

[Rocky @Rocky_Bitcoin]

今晚Citadel🏯这篇文章，被疯狂在英文区转载，结构性看空！🧐

文章核心论述了就一点：#AI 时代不仅要看算力上限，更要算清账本。市场正从盲目追求昂贵的前沿大模型，向死磕高性价比、能切实降本增效的低成本方向切换，实用主义成为主流趋势！

难怪午夜突然杀跌📉，上个厕所睡意没了！🥲

[Jaan of EVwire.com ⚡ @TheEVuniverse]

how regular SpaceX employees arrive to work after the IPO

[juiceindex.io - EV Market Intelligence @juice_index]

@PeterSchiff @saylor Can't agree more on this: “If a genius like @saylor can't even make money in Bitcoin why should anyone else try?”

[Peter Schiff @PeterSchiff]

Bitcoin is below $69K, a peak first reached in Nov. 2021, nearly five years ago. However, during that time period the NASDAQ is up 73%, gold is up 138% and silver is up 218%. Despite the unprecedented hype, Bitcoin investors missed out on huge gains in risk and safe-haven assets.

[juiceindex.io - EV Market Intelligence @juice_index]

@NIOSwitzerland and less than 1/10 price