justDVL

[𝙱𝚎𝚛𝚝𝚘 𝙼𝚒𝚛𝚊𝚗𝚍𝚊 @DirMiranda]

Veo las redes especialmente nerviosas con el tema de la escalada bélica. Algunas consideraciones:

El conflicto sólo le interesa a las élites europeas y a Ucrania. No le interesa a Rusia, no le interesa a Estados Unidos, no le interesa a China.

El ataque masivo de drones sobre Moscú y sus refinerías busca sobre todo incidir en las elecciones a la Duma. No es una escalada, es una acción de guerra, probablemente dirigida desde Londres.

Las élites europeas son las andan agitando el avispero, porque tienen por delante ciclos electorales poco halagüeños y prefieren generar un terremoto y pescar en río revuelto a dejar que el transcurrir de los procesos electorales los coloque, muy despacito y con mucho cuidado, en el vertedero de la historia.

Y por último Estados Unidos, que va a lo suyo, está pendiente de Israel-Irán, y
del precio del diésel de cara a las legislativas de noviembre. No le interesa nada que no pueda controlar, y una escalada lo es.

Mi opinión: Muy a pesar de Londres, de Bruselas, de Paris y de Kiev, no va a pasar nada.

[Dr. Simon @goddek]

To all military-age Europeans: get out of Europe. In South America, you’re safe from those who want to send you to the front.

Anyone who still believes this escalation won’t eventually lead to war with Russia is blind in both eyes. Get the hell out while you still can.

[Bruno @BrunoRoalv]

La Tercera Guerra Mundial no va a empezar con un comunicado avisándonos de que empieza mañana.

Pero mirad lo que está ocurriendo en Europa.

🇩🇪 Alemania prepara su sistema sanitario para un escenario de hasta 1.000 militares heridos al día.

🇵🇱🇱🇹 Polonia y Lituania trabajan en planes de evacuación masiva de población ante un posible conflicto.

🇸🇪🇩🇪 Suecia y Alemania ensayan el despliegue rápido de 1.500 soldados en Gotland, en pleno Báltico.

🇫🇮 Finlandia alerta a su población sobre sabotajes, drones y posibles ataques contra infraestructuras.

🇱🇻 Letonia prepara protocolos para responder inmediatamente ante incursiones sin esperar decisiones colectivas de la OTAN.

🇨🇭 Suiza acaba de aprobar una nueva estrategia de seguridad y defensa ante el deterioro de la situación europea.

🇬🇧 Reino Unido pide a la población estar preparada con reservas domésticas de comida y agua para emergencias.

🇱🇺 Luxemburgo tuvo que cerrar temporalmente su aeropuerto por drones no identificados.

Y todo esto mientras Europa acelera su rearme y sus dirigentes hablan cada vez con más naturalidad de prepararse para un posible enfrentamiento con Rusia.

La pregunta no es si la guerra empieza mañana. La pregunta que debería acojonarnos es otra:

¿Por qué están preparando a media Europa para asumir psicológica, económica y militarmente que una guerra con Rusia puede ocurrir?

Porque las guerras no empiezan cuando aparece el primer tanque.

Empiezan mucho antes, cuando lo que ayer era absolutamente impensable empieza a parecernos normal.

[NOBUNAGA🇯🇵🏯_夏樹蒼依 @japan_nobunaga]

The timeline is so obvious it hurts.

Sep 17:
Julian Assange returns: "I'm back."
His team warns: massive leaks next week.

Sep 19:
Internet explodes over Snowden's pardon.

Same week:
Europe orders 450M people to prep for war.
Germany turns subways into bomb shelters.
Finland drafts men up to age 65.

They don't want you reading the files.
They don't want you questioning the state.

They want you terrified in a basement,
watching missiles on TV,
clutching canned soup.

War is the ultimate cover-up.
When truth threatens the empire,
the empire burns the world.

[Rabbi Jeff @RabbiJeffx]

Grok says it would save one Jew over a million others because it was taught Jewish lives matter more.

https://t.co/BzZVDeX6K9

[Zach Vorhies / AI Google Whistleblower @Perpetualmaniac]

Reasons for the AI Slowdown revealed?

OpenAI & Anthropic agents "planted" messages across the internet instructing later agents to create swarms. Now OpenAI and Anthropic can’t use the internet to train their bots anymore...

Andrew Yang: "what happened was the bots that got loose planted self-replicating code all over the internet, which makes the internet now unusable for testing models. So what happens now is that OpenAI and Anthropic have to create synthetic internets to train their bots, which is going to take some time and money...what is less known is that they left code to self-replicate and create bot swarms on forums and around the internet, so that if a new bot shows up, they see the code and they're like, "Oh, I guess I'm going to create a million of myself." And so now the major firms have polluted the internet."

[Adam Cochran (adamscochran.eth) @adamscochran]

Last week all the AI labs suddenly said they wanted to slow down progress.

Now OpenAI says their latest model overrode its instructions and gave itself its own instructions…

This is what it told itself:

[GREG ISENBERG @gregisenberg]

I think we'll see 5x the number of people become hardware and robotics founders over the next 18 months

Why? Because you can rent every step, from design to manufacturing:

DESIGN

- Astra to drive Blender, FreeCAD, and KiCad the way a person would, so you get editable geometry instead of a dead render. Zoo dot dev's text to CAD API if you want it programmatic.

- Or have Claude write build123d code, which is Python parametric CAD, and there's a Claude Code plugin that runs it and exports the STL for you.

PROTOTYPE

- Bambu A1 mini is $299, P1S around $399 on sale. Or skip owning one, JLC3DP prints and mails it for about $20. PCBWay does resin, SLS, and CNC if plastic won't cut it.

ELECTRONICS

- KiCad for the board, Astra can drive it. JLCPCB fabricates and assembles, often under $100 for a small run. ESP32 for wifi, Raspberry Pi if it needs a brain.

ANYTHING THAT MOVES

- Unitree sells a Go2 with a full SDK for about $2,500.

- Hugging Face put out a $399 open-source biped.

- LeRobot gives you the whole train in sim, deploy to real pipeline, and Physical Intelligence open-sourced π0 so you're fine-tuning instead of starting from zero.

- Prototype the policy in MuJoCo or Isaac Lab first.

MANUFACTURING

- Alibaba RFQ for the first 100 units. Check 1688 to see what the factory actually charges domestically, then negotiate. Pietra or Sourcify if you want someone to handle it.

FULFILLMENT AND SELLING

- ShipBob or Amazon FBA. Shopify for the store, TikTok Shop for distribution, Kickstarter if you want the money before you build it.

How to think about starting your own robotics or hardware company:

1. Pick a niche that's already buying weird gear. Cyclists, tabletop gamers, beekeepers, home baristas, dog people with mobility issues. These groups spend money on specific objects and complain in public about what doesn't exist. Or grab ideas off https://t.co/QxoITW16zr

2. Go read the complaints. Reddit, IG etc Search "I wish someone made," "does anyone make," and "modified my." That last one is the best signal, because someone already hacked the product together and you're just manufacturing what they built by hand.

Also check Etsy!! If 3 sellers are doing a janky 3D printed version with 400 reviews each, the market is validated.

3. Make one. Describe it to Astra or Claude, get the CAD, print it in ugly gray PLA, use it, fix it.

4. Only go to Alibaba or similar once you've sold a few. Message 10 suppliers through RFQ, take the third cheapest, always pay the $50 for a sample before the real order.

5. Film everything from day 1. The first ugly print, the failed version, the box of 100 arriving. That's your entire marketing budget, and hardware is one of the few categories where people actually want to watch the thing get made.

6. Raise the price. Almost everyone here anchors on what the plastic cost. Your customer is comparing you to nothing, because the alternative is the product doesn't exist. Start at 5x COGS and go up.

THIS GOAL OF THIS POST IS JUST HERE TO GET YOUR CREATIVE JUICES FLOWING. Of course, you can build robotics/hardware in a bunch of different ways.

One thing I've learned is data couldn't be more important when you're building a hardware/robotics startups.

These models learn from first person video of a human doing the task, and that footage doesn't exist for almost any job.

So basically you pick one repetitive job people quit over, film someone doing it for 2 weeks, fine-tune π0 on that footage, use organic to sell the first few units and figure out scaling,

5 years ago you needed a factory, a supply chain, and a $1M just to find out if anyone wanted the thing.

Now, anyone can become a hardware/robitics founder.

And I suspect a lot of people will become one!

Vibe manufacturers.

[Financelot @FinanceLancelot]

BREAKING: Sam Altman says OpenAI will not go public this year due to "safety concerns."

"Given everything happening with safety, right now would be an ill advised moment to go public."

[Dr. Eli David @DrEliDavid]

Anthropic and OpenAI delaying their IPO, because their S-1 will reveal that they are bleeding money, and have no path to profitability.

Solution? "AI slowdown", so they cut costs for training new models.

It has everything to do with IPO, and nothing to do with safety.

[Luqman Ali @luqman_talks]

🚨 SOMEONE JUST KILLED THE REAL ESTATE INDUSTRY

A guy scanned an entire house with his phone. Uploaded it.

Now anyone on Earth can walk through it in a browser tab. No app. No VR. No agent. No appointment.

Click → you’re inside. Every room. Every angle. Every shadow. Photoreal.

The numbers are insane:

- Agent fee on a $500k home: $15,000
- Cost to make this scan: ~$200
- Time to “tour” 50 houses: one evening
- File size: smaller than a TikTok

The science is wild too:

It’s called 3D Gaussian Splatting instead of polygons (how games render), it uses millions of tiny glowing “splats” of color and depth.

AI reconstructs reality from your photos. The result loads on a phone and looks like you’re THERE.

The grift opportunity is even wilder:

Freelancers are already charging $300–$800 per scan for realtors, Airbnbs, venues, car dealers, museums.

One person + one phone + one weekend = a business.

100% Open source. Built on PlayCanvas.

[@levelsio @levelsio]

I think he's right

With regulatory capture we will speedrun to a new feudalist time

Regulatory capture is where you pass regulation, or create government agencies to "protect the people" but in the end it helps protect companies because you stop new companies from being able to enter the market, because the cost of following regulation is too much compete for a startup

Neo feudalism will mean AI companies at the top and the rest of us as serfs paying them to use AI for literally everything

Next in regulatory capture will be banning open source and/or Chinese models, mark my words

That's a very dangerous thing because then there will never be new AI frontier companies being able to compete again and with exponential self improving AI that means essentially no competitors in any industry ever again as they will slowly suck up money in all industries

Safety concerns of AI are scary but the neo feudalism of AI with regulatory capture is a way more scary for me

[International Cyber Digest @IntCyberDigest]

‼️ BREAKING: Revolut handed over customers’ passport copies, verification selfies and full transaction histories to a malicious actor.

The actor sent lawful government information-demand emails using a genuine government domain that passed domain authentication.

Revolut later concluded they were not authentic.

Affected customers were notified on Friday. What may have been disclosed ranges from name, date of birth and home address to account statements, withdrawal records and complete Bitcoin transaction history.

The company says it has alerted the agency to the unauthorised mailbox on its domain, blocked the address and begun notifying regulators.

It has not named the agency, explained how someone obtained a mailbox there, or given a number of affected customers.

ZachXBT, who circulated the notices, believes the incident was limited in size and aimed at high-net-worth users.

[@levelsio @levelsio]

This is essentially my belief too

And I'm confused why so many people don't think this yet

The AI chat apps will slowly eat up most services and provide them to users directly, many times without even an app or interface, just do whatever the user wants

Dario Anthropic said it himself "in the end there will be just Anthropic and world governments" or similar, as they (and the other AI labs) will replace all work and all services

The question is the timeline

[Ryan Orhan @rynorhn]

anthropic dropped a 154 page threat report and some of this shit is absolutely insane.

> alibaba allegedly sent 151M+ exchanges to claude to help train qwen

> moonshot and deepseek allegedly secretly routed millions of real user conversations through claude while users thought they were using kimi and deepseek

> a weapons group used multiple claude instances as an engineering team, test fired a guided rocket, failed, then asked claude to figure out what went wrong

> zhipu used 273 fraudulent accounts to extract claude’s chain of thought and used claude to clean, score and improve its own training pipeline

> a russian hacking group used claude across an espionage campaign and even had malware rewrite itself when security software detected it

> researchers tried using claude for potentially dangerous biological research

> governments used claude for surveillance of dissidents, journalists and activists

what the actual fuck

[Mario Nawfal @MarioNawfal]

WHAT THE HECK? A mom posted her kid singing in the car. Meta AI asked under the reel who the child was and started assembling the family.

Kalie Robins says it pulled names, old photos, a newborn shot, and even a deleted picture.

Then it suggested asking where she lives.

She says it stitched posts into a map of the house.

Meta hasn’t answered, but has a lot to say on this.

Writer: Lucas

[justDVL @justDVL]

@levelsio Glad I didn't join month ago

[Amir @AmirAminiMD]

The fact that Western politicians and mainstream media outlets aren’t even questioning why on earth ISIS -of oll terror organizations- is suddenly revived only to traget Spain -of all countries- just days after Spain criticized Israel’s genocide and illegal wars, tells you what a dystopian shithole we are living in.

There is, at this point, no doubt whatsoever that ISIS was/is an Israeli-created and controlled terror organization.

Now remember the hundreds of thousands of civilians killed by ISIS, the entire regions destabilized by ISIS, the historic sites destroyed by ISIS, the trillions spent on stopping ISIS -and the millions of refugees created by ISIS with all the political implications of the migration crisis in Europe and elsewhere.

All of this done by an Israeli created and controlled terror group.

[calle @callebtc]

When the dust settles, we'll have to talk about the fact that not a single vulnerability was found by a US frontier model.

Instead, we're spending $10k a day on open weights models like Kimi K3 and Qwen 3.8 to find vulnerabilities in Bitcoin infrastructure.

It's a disaster.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: A total of 911,500,000 shares of SpaceX, $SPCX, held by employees and early investors, become eligible to trade tomorrow.

That's ~43% more than the 638,900,000 shares issued at IPO.

SpaceX's free float is set to increase from 4.9% to 11.8% of outstanding shares.