unc

Mourinho Mode

[unc @listenbroe]

Do today’s events strengthen the base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf thesis?

[unc @listenbroe]

(OpenAI has a chance to take a leap here)

[unc @listenbroe]

It has begun.

[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

[unc @listenbroe]

(vagueposting)

[unc @listenbroe]

the frontiermath benchmark score for Fable 5 reinforces the idea that next year's models are gonna blow our fucking minds LMAO

[unc @listenbroe]

~66K is quite important over the next few days. rejecting would be quite bad

[unc @listenbroe]

NEW YAWK

[unc @listenbroe]

OpenAI’s PR turnaround since earlier this year has been generational

[Symoné B. Beez @SymoneBeez]

Yeah if it wasn't for OpenAI we would have the most nerfed version of AI available to us.

[Dario Amodei @DarioAmodei]

Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: https://t.co/Lh6PWae178

[FLANNEL @sameflannel]

in 2012 he rapped about doing this kind of shit and it sounded kinda crazy at the time. now look

[fejau @fejau_inc]

The future is going to be incredible. Optimists will win

[unc @listenbroe]

I love following this guy just as a form of escapism cuz bra no way in HELL 😭😭😭😭😭😭😭😭

[David Scott Patterson @davidpattersonx]

By 2030, you and a few friends will be able to plan a city together and have it built by AI and robots.

[unc @listenbroe]

Not a bad spot to add some $AMZN here imo. Nothing about the AWS/inference growth has changed. On top of that, their advertising revenue grew over 20% as well. If you believe their chip business can capture even a small fraction of market share from Nvidia, you'd add some here.

Bears can argue their cash flow is bad because of their property and equipment buys (fair argument), but if you don't think AI demand is gonna slow, you're not bearish here.

[unc @listenbroe]

After a 25% correction from highs, $INTC has great news with the google announcement and nothing from the underlying thesis has changed. Turbulent week with many catalysts ahead most likely, but no reason this shouldn't continue up over the year

[unc @listenbroe]

no bullshit the $amc chart looks juicy

[MTS @MTSlive]

SITUATION DETECTED: For the first time in internet history, agentic traffic has surpassed human traffic online, per Cloudflare Radar.

[unc @listenbroe]

Like 2.2b monthly revenue from anthropic and Google for spacex now

[unc @listenbroe]

Elon’s own xAI may be behind and shitty compared to leading models, but he will more than make up for that with SpaceX being a foundational block of compute for those leaders.

If you can’t beat them, you make them depend on you lmfao

[unc @listenbroe]

One can even argue that today’s systems are enough as proven by a few different advancements recently

[unc @listenbroe]

The biggest world-impact field that benefits from all of the AI spending and buildout will be biology. Yes the threat of bad actors creating weapons is real, but the access to internal models and pretty much infinite bankroll that trusted companies will get will be substantial

[unc @listenbroe]

I am of the belief that even the systems we’ll have by September of this year will be more than enough for significant progress, as long as they are deployed at scale