Kyriakos Mavrothalassitis

One step at a time...

[Veltsi the IX @Veltsi_Legacy]

Όλη η νεότερη ιστορία της χώρας σε δύο φωτό

[Jesse The Free 🏴 @Jessethefree]

Socialism is the flat earth theory of economics.

[How To Prompt @HowToPrompt__]

Yann LeCun was right the entire time. And generative AI might be a dead end.

For the last three years, the entire industry has been obsessed with building bigger LLMs. Trillions of parameters. Billions in compute.

The theory was simple: if you make the model big enough, it will eventually understand how the world works.

Yann LeCun said that was stupid.

He argued that generative AI is fundamentally inefficient.

When an AI predicts the next word, or generates the next pixel, it wastes massive amounts of compute on surface-level details.

It memorizes patterns instead of learning the actual physics of reality.

He proposed a different path: JEPA (Joint-Embedding Predictive Architecture).

Instead of forcing the AI to paint the world pixel by pixel, JEPA forces it to predict abstract concepts. It predicts what happens next in a compressed "thought space."

But for years, JEPA had a fatal flaw.

It suffered from "representation collapse."

Because the AI was allowed to simplify reality, it would cheat. It would simplify everything so much that a dog, a car, and a human all looked identical.

It learned nothing.

To fix it, engineers had to use insanely complex hacks, frozen encoders, and massive compute overheads.

Until today.

Researchers just dropped a paper called "LeWorldModel" (LeWM).

They completely solved the collapse problem.

They replaced the complex engineering hacks with a single, elegant mathematical regularizer.

It forces the AI's internal "thoughts" into a perfect Gaussian distribution.

The AI can no longer cheat. It is forced to understand the physical structure of reality to make its predictions.

The results completely rewrite the economics of AI.

LeWM didn't need a massive, centralized supercomputer.

It has just 15 million parameters.

It trains on a single, standard GPU in a few hours.

Yet it plans 48x faster than massive foundation world models. It intrinsically understands physics. It instantly detects impossible events.

We spent billions trying to force massive server farms to memorize the internet.

Now, a tiny model running locally on a single graphics card is actually learning how the real world works.

[Αρχελαος 🇬🇷 🇨🇾 @pan017585811348]

Αυτοι ειστε ρε!!!

[Roman @romanospili]

Αν υπήρχε Κομμουνισμός στην Αρχαία Ελλάδα..

[Michael Nicoletos @mnicoletos]

If you thought Warsh’s FED nomination signals tighter policy, think again! 🚀 AI’s productivity explosion, China’s massive disinflation wave, and deregulation slashing red tape are set to crush inflation harder than expected.

Markets snoozing on just 2 cuts in 2026? Nah…

We’re moving toward MORE rate cuts which will fuel real growth without the Fed’s money printer… this time, with liquidity surging from the banking system, unleashing a massive multiplier effect! 💥

Details in the article: https://t.co/Fe1OC9nq0P

#Fed #Warsh #EconomicBoom #AI #China #Trump #POTUS #Deflation

[Massimo @Rainmaker1973]

Zooming into an iPhone CPU die (5nm)

⁽ᵛᶦᵈᵉᵒ ᵉᵈᶦᵗᵉᵈ ᶠᵒʳ ᵉᵈᵘᶜᵃᵗᶦᵒⁿᵃˡ ᵖᵘʳᵖᵒˢᵉˢ⁾
https://t.co/j2qQfp1nkv

[Curiosity @MAstronomers]

Night sky on Mars

[Artistic view/perspective]

[₯ DenAntexWallo @Lampatzampa]

Σε αλλα νεα, διερρευσε και το σημα του Fly Over.

[Φινκλιν @finklin5]

Αυτή είναι γνωστή ως μία από τις πιο απίστευτες στιγμές της «επιστήμης του φαρμάκου». Το 1922, στο Πανεπιστήμιο του Τορόντο, επιστήμονες πήγαν σε έναν νοσοκομειακό θάλαμο με παιδιά που ήταν σε κώμα και πέθαιναν από διαβητική κετοξέωση.
Φανταστείτε ένα δωμάτιο γεμάτο γονείς

[George Ballas @G_Ballas]

ΕΠΙΚΟ!!! 🤣🤣🤣

[Bill Moraitis @BillMoraitis]

Pre-save my new album "Presence" on Spotify: https://t.co/qs4bnPLfNx (powered by @distrokid)

[Stefan Mischook @killersites]

If you learn anything today, this is it: 1. Pay off your credit cards and stop using them to carry debt! 2. Eat natural foods inlcuding meat, vegetables and some fruit. 3. Walk 10k steps a day. 4. Lift weights at least 2x a week. 5. Save 6-12 months of FU money honey! 6. Dollar cost average. 7. Buy index funds. 8. Don���t trade in anything. 90% of traders lose money. 9. Keep levelling up your skills. 10. Don’t listen to the mob. Stay calm. #lifecoach #unclestef #investing #health

[Ethics in Bricks @EthicsInBricks]

“Anyone who believes in indefinite growth on a physically finite planet is either mad or an economist.”
- David Attenborough

[well-meaning @FreshSummerWind]

Dispilio Tablet, The Earliest Written Text known; Kastoria, Greece 7260-5250 B.C. about 9000 years ago.

[Michael Nicoletos @mnicoletos]

This week (the first time in a long time), the ECB and Bank of Canada lowered interest rates.

Two things: a) if you believe Western central banks do not coordinate before they do something, then you are being naive. b) I don’t need to explain what happens to the USD if everyone cuts, but the FED doesn’t lower interest rates.

If you add to the fact that QE has become QT, which means the FED is reducing its balance sheet (i.e., is reducing the amount of US Treasuries it holds) and the US deficit is at 7%, the market is the one to have to absorb all these US Treasuries.

How do they pay to purchase these US Treasuries? With USDs.

Who accumulates these USDs? The US gov.

What is the end result? Fewer USDs in the market?

Unless the FED cuts rates (and I am not debating whether it should or not), the USD will explode higher, which in turn will cause considerable problems to the eurodollar market (the offshore USD market), which will likely affect China more than anyone else.

If we were to paraphrase Carl von Clausewitz

“Economic warfare is the continuation of politics by other means.”

You can read a more detailed analysis here:

https://t.co/jUmqE8x4UV

#US #FED #DXY #Dollar #ECB #BoC #centralbank #China

[Tony Yorkshire @Tony__Yorkshire]

Today we remember all those who risked n gave their lives for us. #DDay 💙

[Massimo @Rainmaker1973]

Arthur C. Clarke on BBC's Horizon in 1964, when he gave some astonishing predictions about the future.