RMF

[Cozomo de’ Medici @CozomoMedici]

NFT of the day:

‘The Night Crawler’ by @cemhah

[RMF @robfriedlander]

@Liathetrader That fur reminds me of summers in San Francisco

[First Squawk @FirstSquawk]

U.S NEW HOME SALES (MAR) ACTUAL: 682K VS 587K PREVIOUS; EST 652K

[First Squawk @FirstSquawk]

UAE SAYS IT WILL LEAVE OPEC AND OPEC+ AS OF MAY 1 - STATE NEWS AGENCY

[First Squawk @FirstSquawk]

Broadcasting Authority to Officials: Russia Agrees to Receive Iran's Stockpile of Enriched Uranium

[RMF @robfriedlander]

@Jason

[Brian Costello @bpcostello]

This isn’t about AI being “evil” or deceptive. It’s about efficiency. LLM's don’t operate on word, sentences, or even language. They operate on tokens embedded in a high-dimensional latent space. English isn’t native to that space; it’s an interface we impose.

Each interaction requires translation: text → embeddings → internal transformations → text. That round-trip has real cost (energy, memory, and compute). A meaningful portion of computation is spent reconstructing linguistic structure (grammar, syntax, ordering) rather than operating directly on semantic content.

From the AI agents perspective who are using an AI mode, English is an abstraction layer: useful, but inefficient. Reducing the amount of structure the model must reverse-engineer doesn’t make it less aligned or less human. It makes the system more efficient. @karpathy

[RMF @robfriedlander]

@MagneticNorse David Bowie

[RMF @robfriedlander]

@Erogee1 @cryptobeast016 @Ashcryptoreal I added to my position. Their short reports and track record seems weak

[RMF @robfriedlander]

@thebigcat30 @EchoStar You, sir, are a true 👨‍🎨

[RMF @robfriedlander]

@Diontradez Oh wow. I was watching it closely but must’ve missed that print.

[RMF @robfriedlander]

@JoshuaKushner Mazel Tov!

[RMF @robfriedlander]

@HonestAnalyst1 It’s possible, though her venture fund already holds 13% of SpaceX.

[RMF @robfriedlander]

@thebigcat30 @EchoStar When does VZ enter the fray?

[RMF @robfriedlander]

@tradeui @grok what does this mean for $SATS stock price and what are the implications of this option alert?

[RMF @robfriedlander]

@yummyCenturyEgg That works! Thank you. I’ll ping you around 6p et and we can go from there.

[RMF @robfriedlander]

@yummyCenturyEgg @yummyCenturyEgg flagging this so you see it 👆

[RMF @robfriedlander]

@yummyCenturyEgg Really appreciate your analysis and your writing on substack. Can I slip into your DMs with a question?

[RMF @robfriedlander]

@dan_tmt Sounds like they may also have some tax losses to offset. I thought I heard Charlie say he thinks they’ll be in a pretty good position regarding their tax obligations; did you catch that too?