Mike M

Distinguished Engineer | drone startup in progress + Capital Projects startup | run ultras | BJJ

[Mike M @kineticquant]

@DonutOperator @BASEDWHEELZ Angry and hyped up on pineapple kool aid

[Mike M @kineticquant]

@FrostyTakes Even mentioning an NDA is almost always a violation of any NDA so you know it's a red flag immediately

[Mike M @kineticquant]

@Raytrapani That's kind of what I always thought myself was CICO applied and it's always worked for me. I went 285 to 195 without anything but it's been a few years. But been reading about this shit with people ballooning up when they stop these and threw me for a loop. Thanks

[Mike M @kineticquant]

That’s not the only method used. Some people will just get NIPT and have it come back as high risk, with lots of doctors just saying to end it there, or worse even fetal echocardiogram for some reason are used to make interpretations. I’ve seen doctors recognize underdeveloped heart valves in fetal echocardiograms and use that as the knowledge basis that the baby will have Downs.

[Mike M @kineticquant]

Nothing about this abortion was healthcare. There is no safety concern for the patient or the fetus. I haven't even mentioned anything about religion. You need serious help if you view this as healthcare. Watch some abortion procedures. By the way, we've had pregnancies end prematurely. It's devastating and I wish it on no one. I will never choose to end one by my own hands.

[Mike M @kineticquant]

@JoshuaLisec I get ghost heartburn every time I see one of these videos

[Mike M @kineticquant]

@tandtgillette @MattWalshBlog Murdering babies should never be made easier and deserves all the criticism it should ever get.

[Mike M @kineticquant]

@never_mind129 @MattWalshBlog Truly demonic!

[Mike M @kineticquant]

@narrowgate175 @MattWalshBlog Truly demonic

[Mike M @kineticquant]

@AbortionChat Abortion is heart breaking, especially to those who have lived through miscarriages and stillbirths especially, or those who recognize the beauty in babies of all types.

You have to be seriously damaged to just turn a blind eye and not feel deeply bothered.

[Mike M @kineticquant]

@McJuggerNuggets Did you already do this? I will pay you to proceed with the pregnancy and adopt the child from you if you didn't.

[Mike M @kineticquant]

I get what you're saying for sure. My opinion is the difference being there's actual protectable IP that Apple and Samsung have and can manufacture.

Whereas distillation of top models and deployment for inference doesn't cost the same capex as training initial frontier models, so a new market participant could jump in with some gray behavior and a few hundred million $ investment and create something that performs ~80-90% as well as Claude. I mean the Chinese firms don't even spend that even. Would that make those new models worth 800-900 billion? Absolutely not. But it should probably reflect that Anthropic isn't worth a trillion.

We know when pros evaluate companies, they have to weigh out the value of some sort of assets to fall back on. It's a big reason why funds invest in Home Depot or Chipotle - if they go bankrupt, there's actual assets such as their locations which can be sold off or at least hold some value. I don't know what that is for Anthropic. They don't have their own data centers. Not that OpenAI is different, although their "partnerships" are more predatory RPO's that state they're obligated to pay out like a trillion $ in future spend which may be even worse.

[Cheng Lou @_chenglou]

Few people know the secret, which is that Codex actually has a giant unfixed bug that sporadically resets usage limits. Every time this happens Tibo announces that he did the reset

[Mike M @kineticquant]

@marmaduke091 @DrBeavisAI Really depends on the use cases. Their models aren’t the best as programmatic agents, but chat with them on unrelated topics like law, taxes, real estate, construction guidance, etc and they’re strong.

[Mike M @kineticquant]

This is still happening more than people think. I've encountered a new wave of HR and technical recruiters which have been trained on the latest ADP diversity certifications, which upon reviewing the material, push the exact same mentalities of the past few years. It was slightly paused, and will resume again when convenient for them. I would say remnants is an understatement.

[Mike M @kineticquant]

@buccocapital For every 3-4 days spend “building”, 1-2 days of equivalent time has to be spent cleaning up

[Mike M @kineticquant]

Well if anything I’d say Anthropic’s reputation would hurt their value more than help. I think most people hate Dario.

Partnerships aren’t really that key. Cursor has a better hardware partnership with X/Colossus than Anthropic, should it be worth more? The only thing Anthropic has to offer are models. It’s what they make. Their enterprise sales pipeline is pretty good but valuing a company at a trillion dollars has to come down to what they actually offer to the world.