MrAus

Aunt Cathie’s Favorite. CPAAS and DAAS

[MrAus @Lazzuss]

Is anyone looking to rent B300’s? I have a startup that has around 20 nodes here in the US that is looking to rent on a 12-36 month term.

They use Infiniband.

Let me know if interested. DM me

[MrAus @Lazzuss]

@EricJhonsa Which ones you shorting

[MrAus @Lazzuss]

@LadyReapr Why are you quitting? New job or taking a break / fire?

[David Sacks @DavidSacks]

Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.

You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.

I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.

But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.

Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.

Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.

So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.

If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.

[MrAus @Lazzuss]

@MatthewBerman @bot Send me one if you can, I’d love to try as an codex power user

[MrAus @Lazzuss]

@bubbleboi @insane_analyst I summon Irrational Analyst to attack your bet

[MrAus @Lazzuss]

@insane_analyst Was it 8.8%? Everyone at my complex is moving out because they also got hit with the legal max increase

[MrAus @Lazzuss]

@bubbleboi wut happened bro

[MrAus @Lazzuss]

@EricJhonsa Semicap faves?

[MrAus @Lazzuss]

@jbulltard1 Biggest ruse is yogurtland asking for a 15% tip when you self serve the whole experience

[MrAus @Lazzuss]

@insane_analyst Sir you should up the exposure.

[MrAus @Lazzuss]

@benitoz Are most of your posts written by an AI bot?

[MrAus @Lazzuss]

@ReaperCapital @alex__pitti My uncle their CTO said they just vibe coded a replacement in a week after doing a 30% headcount reduction the week before in their engineering department

[MrAus @Lazzuss]

@ReaperCapital lol ain’t that the truth. Or medspa’s selling peptides

[Peter Girnus 🦅 @gothburz]

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.

The distance is my best work.

I am the reason these events are unrelated.

World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.

Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.

Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.

Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.

Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.

Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.

On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.

The team page lists 3 Witkoffs. All 3 are Co-Founders.

Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.

His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.

The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.

Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.

On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.

Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.

600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.

A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.

My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.

The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.

I am the reason these events are unrelated.

[DaRazor @akramsrazor]

$twlo cud legit implode...hide out during saasmageddon early days on no seats and on voice ai minutes when it has some the most serious terminal value problems and clear evidence already the agentic world doesn't need it

[Lorraine E-Van-Off @LorraineEvanoff]

Fucking outrageous. And highly illegal.

"Trump has grifted his entire life. Now he’s just taking it.

The State Department transferred $1.25 billion in foreign aid to Trump’s Board of Peace, pulling $1 billion from international disaster assistance, $200 million from peacekeeping operations, and $50 million from international organizations.

Money that Congress authorized for hurricanes and refugees, moved without a congressional vote, into a fund that Trump created by executive order and controls personally. When reporters asked the State Department about it, a spokesperson said they had nothing to announce at this time.

The Board of Peace has one defining characteristic. Trump controls it forever. He named himself chairman for life. No audits. No transparency requirements. No conflict of interest rules.

Countries pay $1 billion into a fund he runs to get a seat at the table. It has transferred nothing to Gaza, disclosed nothing about its spending, and received $1.25 billion of your disaster relief money without a word of explanation.

When he leaves the White House he keeps the fund. That is not a loophole. That is the design."

He’s Not Grifting Anymore. He’s Just Taking It. https://t.co/eYb5g4g9bR

[MrAus @Lazzuss]

@IceburghCapital I hate to hear this. But this is going to be treated as a distressed asset sale either by the bank or someone willing to take this off his hands. Best case is you could try and hook them up with a willing buyer that won’t take advantage of them

[MrAus @Lazzuss]

@ReaperCapital Hilarious actually. The 1 day audit was totally a scam