cs

[SpaceX @SpaceX]

Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → https://t.co/PSCyWrNsOg

[Steven Lubka ☀️ @DzambhalaHODL]

Few people truly grasp we are 6 months out from massive changes

[BTC Times @BTCTimescom]

$2 trillion Wells Fargo bought another $42 million of Strategy $MSTR shares. 🚀

[Garry Tan @garrytan]

"None but ourselves can free our minds." —Bob Marley

[Fidelity Digital Assets @DigitalAssets]

Over the past 10 years, a traditional 60/40 portfolio saw annual returns rise from 9.4% to 14.6% with just a 3% allocation to Bitcoin.

See @ChrisJKuiper’s full analysis in Getting Off Zero: https://t.co/1KHAgDU2DJ

[cs @mailscns]

@nickgerli1 @zerohedge @nejatian is this true?

[The Associated Press @AP]

WATCH: Taiwanese grandmothers aged 89 and 91 train at the gym. An increasing number of elderly people in Taiwan’s super-aged society are hitting the gym to stay healthy, both physically and mentally.

[Nik Bhatia @timevalueofbtc]

UAE leaving OPEC = reordering

[Salesforce @salesforce]

@typesfast Currently staring out the window. Will circle back on this.

[Cori Arnold @iamcoriarnold]

Roth IRA contribution limit = $7,500
Mega Backdoor Roth contribution limit = $47,500

I recently did my first Mega Backdoor Roth converting $63K (from multiple years) from my after-tax 401k to a Roth IRA

Here's how it works:

[Garry Tan @garrytan]

If you're OpenClaw or Hermes Agent-pilled and want to build your own Karpathy Knowledge LLM but are stymied by integrations or need to stop using grep on 10,000 files, I open sourced my personal Claw/Hermes schema, skillpack and RAG memory system

https://t.co/yFpFU4pn5b

[Yuchen Jin @Yuchenj_UW]

How did Anthropic do automation to Word, PowerPoint and Excel before Microsoft 365 Copilot?

[Andrej Karpathy @karpathy]

Judging by my tl there is a growing gap in understanding of AI capability.

The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code.

But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along.

So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions.

TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.

[Chief Nerd @TheChiefNerd]

When liberals get AI robots 🤣🤣

[Haseeb ＞|＜ @hosseeb]

This is terrifying.

@AnthropicAI 's new unreleased Mythos model is so good at hacking, it found bugs in "every major operating system and web browser."

83.1% were exploited on first attempt. This thing is like COVID but for software. Actually apocalyptic in the wrong hands.

[Gavin Baker @GavinSBaker]

Really good.

[Lucas Matheson @lucmatheson]

Today @Opendoor is announcing the acquisition of Doma's closing and escrow operations. We're now part of delivering @FannieMae Title Acceptance Program at scale. For homeowners refinancing, that means no unnecessary title insurance policies, a faster close, and real savings. This is what fixing homeownership actually looks like. Read more here -->
https://t.co/4VHGXqTnNT

[Kaz Nejatian @nejatian]

Escrow & Closing is to Opendoor what AWS was to Amazon. The infra we use to run our business. It is great. We want it to power what others are building.

Today, Opendoor acquired Doma’s escrow services to make home closing faster, cheaper and more certain. For everyone.

https://t.co/PmYiTdIVuL

[Jeff Park @dgt10011]

“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.”

- Helen Keller

[Sid Sijbrandij @sytses]

Looking forward to speaking at OpenAI Forum in a week on how I leveraged ChatGPT to find cancer treatment options after doctors said there was nothing left for me to do.

https://t.co/iO26Nizrym