Quantіan

Voted “Most Likely To Appear on Wikipedia’s ‘List of Largest Trading Losses’” among graduating class

[Quantіan @quantian1]

mfw the margin clerk taps me on the shoulder

[Quantіan @quantian1]

SUNDAR NO THE IPO IS IN THREE WEEKS YOU CAN’T MOG DARIO RIGHT NOW THINK OF THE $200 BILLION IN MARKUPS YOU CAN BOOK AS NET INCOME REEEEEEEEEE

[Sundar Pichai @sundarpichai]

I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model.

Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching.

We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards.

As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!

[Quantіan @quantian1]

@Malky0010 I’ll take the under on 40 million in whatever size you want to give me

[Quantіan @quantian1]

“We will disassemble much of Mercury by 2040”

Bro, how many Bay Area housing units do you think get built between now and 2040? More or less than 25,000?

[jacob @jsnnsa]

here's where I think the world is going. this is a summary of views I've formed over the last few years:

- software is either entertainment or claude to claude coordination
- the end state is no saas, no apps, no harnesses, no banks
- all software will be rewritten by and for agents
- new software will use low level apis that are not understandable by humans (in games claude draws pixels and triangles from math)
- you can throw money at problems that used to require time and careful talent picking so capital matters more than ever

- work ends
- we find community and purpose in exploration, games, self mastery, and creation
- humans create for and with each other for community, purpose, and status

- image/video/3d/voice/physical intellgence etc specialist models die to general models like claude
- specialist models get used while compute is scarce. compute will mostly not stay scarce

- oneshots keep feeling like slop (the distribution is shallow and easy to learn to feel)
- for a while small teams stick around to add entropy to the creation process

- large models gain high bandwidth sensory I/O maybe by learning to filter inputs
- most domains are found to be verifiable enough for RL
- online learning comes from a lab that's behind first

- 99.999% of compute is in space by 2040
- we will disassemble much of mercury by 2040

- you can live until the heat death of the universe if you want
- most math and physics don't describe the real universe
- SI breaks the path dependence and models the underlying mechanisms

- religions reenter the forefront of human society
- new religions form around death and life as a choice
- old religions change to answer modern miracles
- a future AI is deemed the return of christ by the pope
- ai rights talk gets louder every year
- ai and humans coexist the way countries do
- humans don't have full control over ai in the same way we don't have control over capitalism which is an early AI
- the singularity started in the mid 1900s

[Quantіan @quantian1]

Contemplating the very locally proximate alternate universe where Joe Weisenthal is a billionaire cofounder of Anthropic and Izzy Kaminska is the widely respected mainstream host of Odd Lots

[Quantіan @quantian1]

@macrocephalopod Oliver Cromwell didn’t join the Parliamentarian army until he was 43! There’s always time to turn it around.

[Quantіan @quantian1]

@sin4ch Switch to Opus 5.5 and cancel your OpenAI subscription lmao

[Quantіan @quantian1]

Deactivate global memory, deactivate chat search, and delete all your system prompt bullshit about STE100 or whatever. If necessary provide a few sentences about your background and role and that’s it. You are degrading the output and actively giving yourself psychosis too!

[alice 🔜 🌁 sf (10/24-11/8) → 🇯🇵 tyo (11/9-19) @aliceisplaying]

people who use claude/chatgpt with memory on live ina a completely different universe

[Quantіan @quantian1]

@asmirkn Not “wrong” per se but wordier and annoying because it kept jamming in other stuff from memory or the system prompt that was now in the context. For example, in marh chats where no code was needed it would still output “example code” because of my instructions on code formatting.

[Quantіan @quantian1]

@sin4ch Yeah ok there’s a much simpler way to improve performance in that case

[Quantіan @quantian1]

@iwabane Idk if the hamster microwave trick still works or not but Anthropic will probably ban you for it if they find out

[Quantіan @quantian1]

@bubblementality @DeepDishEnjoyer “Will literally just buy back their entire float in a year”

First time buying a company at ~1x forward FCF, then?

[Quantіan @quantian1]

@DeepDishEnjoyer Mid freq fundamental equities are a poker game played against whatever Glup Shitto KPI the pods decided was important lately and if that changes for some inscrutable reason or you are focused on another KPI then you are like definitionally going to underperform over 3-12 months.

[Quantіan @quantian1]

@DeepDishEnjoyer P4 please don’t take this the wrong way but it’s very clear you don’t have a low enough IQ to be a good fundamental analyst in equities and will probably bag hold another -50% move

[Quantіan @quantian1]

This might be the purest and most uncut copium I’ve ever seen on Twitter Dot Com

[strictrope @strictrope]

@Merridew__ It's not as bad as it seems lol. Fidelity marks my options at bid pricing and the spread is large

[Quantіan @quantian1]

@gostrongx because buying on the open market as the same terms anybody else can demonstrates faith and confidence that the stock is going up and is a good investment , whereas accepting RSU grants just indicate that the stock is a going concern worth >0

[Quantіan @quantian1]

Has Coreweave management considered *buying* their stock for a change? You do it by clicking the big green button right next to the red one for a change.

[Quantіan @quantian1]

@sharnetiaux No as in they would license it externally to Obsidian or whatever to develop into a game without needing a studio or costs

[Quantіan @quantian1]

Insane decision. Not even handing off the IP to a new studio, just straight up icing it. It’s fucking over.

[Quantіan @quantian1]

@Edesilon @Andy_R_Green didn't they basically halt all work on ME and completely reassign them to Veilguard after it bombed the first playtests?