MBottjer

Claims

[Patrick Hsu @pdhsu]

people aren’t celebrating this pancreatic cancer breakthrough enough. it should be international news

[MBottjer @Mbottjer]

😂 😂 🤣 🤣

[Zack Polanski @ZackPolanski]

We must stop being in hock only to the bond markets.

No one voted for the bond markets.

[FTX @FTX_Official]

FTX today announced that the anticipated record date for the Next Distribution will be June 16, 2026 for holders of allowed FTX claims and interests. The Next Distribution is expected to commence on July 31, 2026.

[MBottjer @Mbottjer]

@AlgodTrading This it it

[J.K. Rowling @jk_rowling]

Bravo, @Keir_Starmer, for getting in an Adviser on Women and Girls who thinks the definition of women and girls includes men and boys. That'll definitely win back people who believe Labour's a party for smug, lanyard-wearing, luxury-belief-espousing cultural elitists. 1/2

[Department of War 🇺🇸 @DeptofWar]

https://t.co/rzCVvUU3mu

[MBottjer @Mbottjer]

@Heccles94

[MBottjer @Mbottjer]

🥰

[Martin Shkreli @MartinShkreli]

kraken is crushing it

[Simon Dixon @SimonDixonTwitt]

Wealth taxes are how you turn the EU into a distressed asset for private equity acquisition.

Remember: a wealth tax on unrealised gains leads to forced asset selling by average Europeans, while carve-outs exist for those using offshore corporate vehicles.

Any country implementing this policy (such as the Netherlands) is engineering a market crash and distressed acquisition strategy, designed to transfer wealth from retail investors to institutions, all wrapped in a “tax the rich” narrative.

As with policies like this, it will be structured to transfer wealth upward, just like the current closure of the Strait of Hormuz.

This is a real endgame asset-stripping policy, deliberately designed to engineer a crisis that would otherwise have been allowed to occur through normal market corrections.

Manufactured crisis is the policy.

And only those with offshore corporate structures and hard money to invest during distress will survive it.

Of course, if you own a money printer connected to a central bank, then you will create the money needed to acquire distressed assets and privatise the gains while socialising the losses.

Everybody needs to become far more financially savvy to survive the crises these policies engineer.

[MBottjer @Mbottjer]

@owenjonesjourno @TheGreenParty

[FTX Creditor @ftxcreditor_com]

Nearly 6,000 FTX creditors and ~200 Bahamas-process creditors have now used @FTXCreditor to turn their claims into USDC. 💰

Still holding? We're open: accepted claim, restricted jurisdiction. Same rapid, trusted process. ⚡

👉 https://t.co/1IZVjKvzub

[Sam Altman @sama]

we have updated our partnership with microsoft.

microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds.

will continue to provide them with models and products until 2032, and a revenue share through 2030.

[Matt Clifford @matthewclifford]

Excellent questions; excellent role

[Stitch by Google @stitchbygoogle]

Today, we’re open-sourcing the draft specification for DESIGN.md, so it can be used across any tool or platform. We’re also adding new capabilities.

DESIGN.md lets you easily export and import your design rules from project to project. Instead of guessing intent, agents know exactly what a color is for and can even validate their choices against WCAG accessibility rules.

Watch David East break down this shared visual language in action👇. New capabilities and links in 🧵

[Tiffany Fong @TiffanyFong]

FTX maximum recovery estimate & Ionic Digital AI??? 👀

[Louis Mosley @louismosley]

@ZackPolanski - this is magnificent. Three things I can’t deny:

1. It is a video.
2. You are wearing a jacket.
3. Then you aren’t.
4. Then you are again.

Unfortunately that’s where the accuracy ends.

A few corrections for you:

Peter Thiel is not our CEO. Alex Karp is — and has been for 20+ years. (A lifelong Democrat, for anyone keeping score.)

We are not a “spyware company.” Spyware is malware. Malware is illegal. Calling a software company spyware is, technically, defamatory (don’t worry, we are not suing).

We don’t build surveillance technology. We build software that helps organisations make sense of data they already hold. Not the same thing.

There was no “private tour” of our HQ. There was a public photocall to which the media came. Hence, why there are so many pictures of the event.

Our MOD contract is not “the biggest defence contract in UK history.” Ajax armoured vehicles = £5.5bn. Dreadnought submarines = £31bn. We’re grateful for the work, but let’s keep a sense of scale.

We have no more access to NHS data than Microsoft has to the contents of your Word documents. I think you know this by now.

We don’t have access to patient medical records. Same story.

I agree that “nothing matters more than our health.” Which makes it worth reminding you of what Palantir’s software is actually doing in the NHS right now:

->110,000 additional operations
->15% fewer delayed hospital discharges
->7% more patients finding out within 28 days whether they have cancer

Respect again for what you did with that jacket.

[Vercel @vercel]

We’ve identified a security incident that involved unauthorized access to certain internal Vercel systems, impacting a limited subset of customers. Please see our security bulletin:
https://t.co/0S939n3qHC

[MBottjer @Mbottjer]

@Taran $SKM

[Gavin Baker @GavinSBaker]

Much of Dwarkesh's argument hinges on this statment which *was* accurate but will be increasingly inaccurate on a go forward basis imo: 

“American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPUs. There are so many things you can do, from distilling to a model that's well fit for your chips.”

As system level architectures diverge (torus vs. switched scale-up topologies, memory hierarchies, networking primitives), true portability is eroding. The Mi300 and Mi325 had roughly the same scale-up domain size as Hopper while Blackwell’s scale-up domain is 9x larger than the Mi355 scale-up domain, etc.

Many frontier models are now being explicitly co-designed for inference on specific hardware like GB300 racks. Codex on Cerebras is another example. Those models run less efficiently on other systems and the performance differentials will only widen. A model that runs well on Google’s torus topology will run less efficiently on Nvidia’s switched scale-up topology and vice versa - the data traffic is fundamentally different as a byproduct of the models being parallelized across the different topologies.

Google’s internal teams - and increasingly the Anthropic teams as they become the most important customer of almost every cloud - have the luxury of operating across the stack (models, chips, networking) - but that is not the case for the rest of the market and other prospective users. Anthropic is the exception, not the rule. To wit, Anthropic and Google allegedly have a mutual understanding where Anthropic can hire the TPU engineers they need every year to ensure that they can continue to get the most out of the TPU.

Given the overwhelming importance of cost per token to the economics of the labs, models will be run where they run best. Most extremely large MoE models will run best on GB300s given the importance of having a switched scale-up network like NVLink for MoE inference. When training was the dominant cost for labs and power was broadly available, labs were optimizing to minimize capex dollars. Model portability was a way to create leverage over suppliers. I think that drove a lot of the focus on portability.

Today, inference costs as measured by tokens per watt per dollar are everything. Inference is way more important than training costs (inference is effectively now part of training via RL). Labs are therefore now optimizing for inference. This means increasing co-design and higher go-forward switching costs for individual models between systems. I do think this explains why Anthropic and Nvidia came together: Anthropic needed Blackwells and Rubins to inference at least *some* of their models economically. And Mythos might just end up being released coincident with the availability of Rubins for inference.

TLDR: as labs shift their focus from training to inference, the costs of portability and the upside of co-design to maximize tokens per watt per dollar both rise. Portability is likely to begin decreasing as a result.

I think what I might have respectfully added to Jensen’s answer is that systems evolve under local selective pressures.

The evolutionary pressure in America is a shortage of watts so it makes sense for Nvidia to optimize, as an American company, for power efficiency and tokens per watt and stay on copper as long as possible. China has a surfeit of watts. Chinese AI systems are already taking advantage of this with the Huawei Cloudmatrix 384 and Atlas SuperPoD having an optical scale-up domain that is much larger than anything offered by Nvidia today at the cost of *much* higher power consumption and much lower tokens per watt. The networking primitives for this Huawei system are very different than those for Nvidia’s systems and a model that runs well on Nvidia will not run well on that system and vice versa. This means that if a Chinese ecosystem gets momentum, Chinese models might stop running well on American hardware. And when Chinese models run best on American hardware, America is in a better position as this gives America a degree of leverage and control over Chinese AI that it risks losing to an all-Chinese alternative ecosystem.

This architectural fork makes porting and distillation less effective and strengthens the pro-American national security case for selling China deprecated GPUs imo.

Also I will attest that I did not wake up a loser this morning.

[MBottjer @Mbottjer]

@JamesWynnReal *there