Pandering Panda

[Pandering Panda @Pandering_Panda]

@copiumfueled You realize the admin could have, checks notes, ignored Dario and just let it rip? Or listened to ANT when they said Fable is safe enough for general release? Blaming it on Dario is just convenient because everyone involved knows they must not criticize the dear leader.

[Pandering Panda @Pandering_Panda]

@EgeErdil2 The OP mentioned “foreigners,” but the only country that really matters is China because they have the industrial scale to utilize that knowledge. You only spy for China because they are paying you or you have national allegiance. That was not the case for the USSR.

[Pandering Panda @Pandering_Panda]

@EgeErdil2 A relevant fact is that the government they were leaking secrets to was broadly considered the embodiment of far left-wing beliefs/communism. At the time they leaked, the USSR was a key US ally (Uncle Joe).

[Pandering Panda @Pandering_Panda]

@HedgeDirty so how do they feel knowing that a bunch of OAI/Anthropic empolyees in SF who wear company t-shirts and rent $4k/month 1bd apartments in Haight-Ashbury because they can't be bothered to move have a higher net worth than them?

[Pandering Panda @Pandering_Panda]

@buccocapital This is exactly why it was so easy to long $GOOG at $80 when BG2 and every tech podcast was talking about using LLMs for everything and never using Google. Helped explain just how out of touch tech investors were with how normal folks operate.

[Pandering Panda @Pandering_Panda]

@dampedspring to be fair, binance and other "international" crypto exchanges have been operating bucket shops for years now and are some of the only successful businesses within crypto. BNB is still worth $80B and has massively outperformed crypto beta on almost any time frame you choose.

[Pandering Panda @Pandering_Panda]

this is why reminiscences of a stock operator is still required reading. that book made the crypto cycle a lot easier to understand. in crypto, "market makers" get given calls by the token originators in exchange for "stabilizing price action" (aka make number go up) so the founders can burn shorts and then exit to some retail or vc bagholders. but what happens to token prices when enough people get burned and those calls are worthless?

[Pandering Panda @Pandering_Panda]

@mezmotweets @niccruzpatane It’s just the law of large numbers. It could be money-making to buy and hold SpaceX stock. But a 100x would require it to be worth 2.4x the value of the current total US stock market valuation. Comparing this IPO to the Mag7 IPOs is just non-sensical.

[Pandering Panda @Pandering_Panda]

@mattyp @atmoio yeah, this is sama trying to position OAI as the long-term winner over ANT. gpt 5.5 models are so much more token/cost efficient than Opus. if budget starts to matter, then you'll have a lot of enterprises switch to codex/gpt models to save.

[Pandering Panda @Pandering_Panda]

@gregoryblotnick Yes, he’s really paid the cost for this… Trump still lets him ride along on trips, needs his $ for campaigns, and TSLA is up 80% post election despite fundamentals tanking. Being able to call someone a pedo and then get invited to their house later is a flex.

[Pandering Panda @Pandering_Panda]

@sama Let’s go!!!

[Pandering Panda @Pandering_Panda]

I remember reading “goblins” from GPT5.4 for the first time and then checking my custom instructions to make sure someone wasn’t goofing with me and telling it to add goblins or gremlins in absurd contexts in an otherwise coherent response. I couldn’t take the rest of the response seriously and just went with Claude’s answer.

[Pandering Panda @Pandering_Panda]

@Helios_Rises @puffinancial @edzitron Where do the GPUs live is CAPEX (not in the calculation). Everything else you mentioned is OPEX.

[Pandering Panda @Pandering_Panda]

All makes sense but opex seems low if we’re averaging across a whole DC. And you’re not considering the cost of capital and original capital investment to build the DC (electrical, plumbing, permits/legal). If you’re just plugging in new chips to an already constructed DC, that’s a bit different, but still not zero capital cost to retrofit to work with Blackwell.

[Pandering Panda @Pandering_Panda]

@friedberg @Jason And I wonder who’s benefiting from all that government fraud?

[Pandering Panda @Pandering_Panda]

@PosteriorMalone @buccocapital Tbf, she was high as fuck.

[Pandering Panda @Pandering_Panda]

@buccocapital Haha, fair enough. Sorry for the dig.

[Pandering Panda @Pandering_Panda]

@buccocapital Show was based in Thailand, husband embezzled through Brunei. Not sure wtf Burundi has do with any of it, so assumed you just mixed them up :D.