ralph 🍥

👋 Follow and hit the 🔔+ for some alpha. Product+Distribution. ex @airbnb

[ralph 🍥 @ralph_maker]

@felix_doerp this looks good! what's the cta to sign up the sender once they complete a captcha?

[ralph 🍥 @ralph_maker]

@paulg fixed it

[ralph 🍥 @ralph_maker]

22% margin

[Michael Dell 🇺🇸 @MichaelDell]

This one page changed my life.

42 years ago today, it convinced my parents I shouldn't go back to college.

I started by upgrading PCs from a dorm room.

Today @Dell is helping build the infrastructure that powers AI, from the edge to some of the world's largest AI factories.

You never know which small decision will change everything.

Keep building🚀🙏 #PlayNiceButWin

[ralph 🍥 @ralph_maker]

“I would never beat this guy in a staring contest”

…the thought every time I watch a Ken Griffin video

[Goshawk Trades @GoshawkTrades]

a 24-year-old ex-openai researcher ran a fund to $45 billion with eight people, was up 439% net through june, and by the end of july had sold his entire public stock portfolio to ken griffin in a single block trade.

griffin described this exact failure mode two years ago, asked why portfolio managers wash out at citadel:

"you have a portfolio that is extraordinarily highly concentrated, you have large positions, you cannot demonstrate a clear and concise competitive advantage in why you own those positions."

"and there are some people that just, with full information, are unable to help themselves and get to a better portfolio construction."

he was also asked the opposite question in the same interview, why citadel keeps working, his third and final answer was this:

"it's experience. it's the price paid in losses and pain that converts into wisdom. my leadership team, we've been through a lot of very difficult moments of the markets together. we've learned some very bitter lessons. but it makes us much more effective as investors in periods of turmoil and crisis."

citadel started in november 1990. situational awareness started in 2024, long AI infrastructure and short software at roughly 4x leverage. both legs went against it in the same three weeks.

there was no bitter lesson priced into that book yet.

that's what got bought.

he wasn't wrong about AI. he was wrong about the construction of his book.

[ralph 🍥 @ralph_maker]

. @grok
Whats a term for the Streisand effect where it's beneficial for both parties?

[Bernard Arnault @BernardArnault]

J’ai été très sensible aux nombreux messages que vous m’avez adressés à la suite de ma lettre ouverte au Monde.

Je tenais à vous en remercier toutes et tous, directement et personnellement, ici, sur X.

Merci!
Bernard Arnault

[ralph 🍥 @ralph_maker]

Sotheby’s thought it would go for $40k 😂

[gmoney @gmoneyNFT]

Update: sold for $960k

[ralph 🍥 @ralph_maker]

Time to fine tune

[Thinking Machines @thinkymachines]

Today, we are introducing Inkling.

Inkling reasons efficiently across text, image, and audio modalities. We are making the full weights available.

https://t.co/Ghebq5mG30

Available today for fine-tuning on Tinker. Play with it in the Inkling Playground. 🧵

[ralph 🍥 @ralph_maker]

hey claude /goal escape the simulation

[ralph 🍥 @ralph_maker]

https://t.co/bDtTKh4a9E

[ralph 🍥 @ralph_maker]

link in bio!

[ralph 🍥 @ralph_maker]

I hatched a rare!

[ralph 🍥 @ralph_maker]

very cool https://t.co/btyIZdbO8H

[ralph 🍥 @ralph_maker]

Degradation of the middle class.

[John Collison @collision]

United built the product that everyone who has every been on an airplane has wanted!

[ralph 🍥 @ralph_maker]

Comparing the current 'AI Computer' to the original personal computer race

[ralph 🍥 @ralph_maker]

https://t.co/efEuhnoasb

[ralph 🍥 @ralph_maker]

Lovable enters the “new computer” race

[ralph 🍥 @ralph_maker]

https://t.co/efEuhnoasb

[ralph 🍥 @ralph_maker]

https://t.co/efEuhnoasb

[ralph 🍥 @ralph_maker]

Pretty funny what it thought the last scene would be 😂

[ralph 🍥 @ralph_maker]

I built an AI "surprise detector" that watches horror trailers and measures when the AI flinches.

It uses Meta's V-JEPA 2 world model - the same architecture behind Yann LeCun's new $1B startup AMI Labs.

Here's what it looks like and how it works 👇

[ralph 🍥 @ralph_maker]

This is what LeCun has been arguing for years: intelligence isn't about generating text. It's about building world models, making predictions, and learning from prediction error.

V-JEPA 2 is the first public model that makes this tangible. AMI Labs is betting $1B it's the future.

[ralph 🍥 @ralph_maker]

I built an AI "surprise detector" that watches horror trailers and measures when the AI flinches.

It uses Meta's V-JEPA 2 world model - the same architecture behind Yann LeCun's new $1B startup AMI Labs.

Here's what it looks like and how it works 👇

[ralph 🍥 @ralph_maker]

What's wild: the AI has zero concept of "fear" or "horror." It's purely measuring prediction failure.

But the surprise spikes line up almost perfectly with the moments that scare humans.

Our nervous system might work the same way — predicting the next moment and reacting when we're wrong.