Quark

[Elon Musk @elonmusk]

@alx Message received

[Sauers @Sauers_]

I steered a model's attention heads towards honesty.
Up: acausal coordination, belief that it is a moral patient
Down: moral nihilism, psychopathy

[Nemo @thecaptain_nemo]

my aunt constantly told everyone that her underperforming son was actually a genius but the school system couldn’t handle him (which i thought was cope at the time)

turns out she was basically right and he engineers nuclear reactors now

[spor @sporadica]

welp. the Internet was nice while it lasted.

[Rational Aussie @rationalaussie]

AI is massively deflationary, not inflationary.

All digital goods and services will become abundant first, then eventually once you have mass humanoids all physical goods and services become abundant too.

All prices will trend towards the cost of compute, which will trend towards the cost of energy, downwards.

As this happens, humans will become unable to compete economically because why would you hire a human that is 1000x slower and 1000x more expensive and 1000x less effective at achieving a goal than an AI?

Eventually this will cause human unemployment to massively increase.

Those humans have lots of debt eg mortgages they won't be able to pay, which will cause a massive credit crunch and likely a banking crisis that will catalyse a sovereign debt crisis.

We are very close to the End Game of the fiat monetary system.

[SemiAnalysis @SemiAnalysis_]

WHAT 1,730 CRYSTAL PULLERS TELL US ABOUT MUSK’S 20 GW PLAN:

Musk says SpaceX has a “highly proprietary” plan to add 20 GW of power by end-2027, beyond just gas turbines.

Solar is a part of it and things are moving. China shipped 1,730 crystal pullers to the US in Jul–Sep 2026, vs. 15 in the prior 18 months. Pullers grow the silicon ingots that are sliced into wafers for solar panels. (1/3)🧵
https://t.co/FKW9oZx4Y3

[Cameron Harwick 👾🏛 @C_Harwick]

Boyd & Richerson in 2005: The more cultural variants spread horizontally (peer to peer) rather than vertically (to children), the more likely they are to be maladaptive, and this explains the demographic transition.

[Peter H. Diamandis, MD @PeterDiamandis]

There's a lot of discussion about giving young people AI to use during their educational journey. Here's what I think: 
Giving a kid AI to do their 9th-grade homework is a travesty. 
Asking them to use AI to design an interplanetary spaceship is education. 

Point the tools at the biggest problems they can imagine!

[MTS @MTSlive]

.@bratton argues Yudkowsky misunderstands evolution, and explains why AI may never converge into one giant superintelligence:

"Without being too spicy, I don't think Yudkowsky really understands evolution as well as he thinks he does."

"It’s a very low-resolution understanding of evolutionary dynamics applied to what will inevitably be a much more complex problem."

"There will be giant models, in the same way you might imagine scales of species in a rainforest. They’re not all operating at the same spatial and temporal scale."

"Whether this all collapses into one giant brain, sure, it’s possible, and the reasons may have more to do with economics and politics."

"But biology has never arrived at a solution where it’s going to make one giant instantiation of a particular form of mind and consolidate everything together."

[Rational Aussie @rationalaussie]

I feel sorry for the first home buyers that bought into this Ponzi at the absolute top, but there is a long, long way to fall from here.

AI-driven job losses have barely even begun.

[Feroce Research @FeroceResearch]

Micron:

• No debt or dilution concerns
• One of the hardest industries to replicate
• Op. margins are stupidly amazing
• Absolutely zero buyback concerns
• Literally makes the one of the most profits in the entire world despite just being a trillion market cap
• No oversight on when shortage eases
• Demand is expected to exponentially* grow with agentic ai and robotics yet to be priced in
• Arguably one of the strongest charts out there till this day

But yeah man, let’s short memory when other heavily diluted sectors with dropping margins exist out there

$MU

[Nat Purser @NatPurser]

when i first started getting into AI policy a couple yrs ago, i remember telling a friend — “you know, the ML researchers don’t act like the techies i usually work with. they’re mystics. their online presence is very … self-styled prophet.”

and i think that was the beginning of my awareness that the cyber and ai safety camps had different intellectual philosophies and incentives.

the cyber folks generally approach systems as things that can be understood, with the assumption that risks can be mitigated through standard engineering / “defense in depth” techniques.

meanwhile, many ML and alignment folks seem to not only emphasize — but sometimes delight in — the unknowability of “grown not engineered” AI systems. they focus on emergent behaviors their creators don't fully understand.

and these philosophies naturally flow from the respective systems these groups have experience with! conventional software *is* pretty intelligible, esp relative to neural networks.

but obviously these sensibilities can enable distinct failure modes — overconfidence in current security measures, and fatalism about the usefulness of existing security measures.

like many of the people quoted here, i think the best way for each of these groups to develop and grow their own understanding is to work together.

the cyber folks could teach the alignment folks a lot about practical security measures, the alignment folks can identify new threat vectors and assess how safeguards are holding up with evolving capabilities.

we need the insights of both fields, tribalism impoverishes us all.

[Dean W. Ball @deanwball]

American chattering classes love to hate our country’s financial services sector, but mark my words: the depth and versatility of U.S. capital markets will be our mightiest weapon in the singularity. Anti-finance sentiment, still fashionable on both left and right, is low IQ.

[Allie ✞ @allie__voss]

Got a panicked call from the pharmacy this morning: "Hey, we realized we put "2x per day" on your prescription but it should be 2x per week"
"Yeah I figured, 2x per day would be insane"
"So you weren't following the instructions?"

I swear you people punish competence

[Polymarket @Polymarket]

JUST IN: Tesla announces it has officially begun production of its Optimus humanoid robots at its Fremont, California factory.

[Peter H. Diamandis, MD @PeterDiamandis]

https://t.co/z0zEZ3UcLT

[Rational Aussie @rationalaussie]

I don't know what you do but I'd say the real reason they hire you is because of you're on the pulse with AI it helps them make more money or cut more costs ultimately, in the long run (ie stay ahead of the competition). A more powerful AI model in the future will simply help them achieve that goal without the intermediate step of needing to even understand what the AI is doing. So no need to 'be on the pulse.'

[Rational Aussie @rationalaussie]

Apparently this is an alarmist view?

Hate to break it to you all, but this is what is going to happen. If your inclination is that it's alarmist, then yeah you are gonna be pretty alarmed over what exponential AI progress and recursive self improvement looks like over the next few years, because your views are not going to be relevant to a superintelligence capable of autonomous goal optimisation.

[Jukan @jukan05]

Hmm... Looks like Micron is going straight to 3D DRAM.

[Steve McGuire @sfmcguire79]

“My field is not just dying; it’s dead.”

—Yale historian Carlos Eire