Scaled for Size

Has anyone ever said "No thanks, I buy shrinking companies"?
I actually know nothing

[Mike Solana @micsolana]

I think not supporting voter ID at this point is a pretty clear indication you don’t want fair elections, and we need to stop treating people who don’t want fair elections like they have a simple difference of opinion. freedom has been a relatively brief experiment. it’s at risk.

[Tom Luongo @TFL1728]

Remember folks that the whole point of the Globohomo agenda is to erase identity by setting people against each other over their differences, i.e. identitarian politics.

The trans movement along with feminism was designed to erase women.

Open borders is designed to rob people of their communities.

Erasing mothers and fathers is to erase the family.

Everything withing the State, nothing outside the State.

Tell me again who are the real fascists?
https://t.co/vmfdJAtTGF

[Scaled for Size @scaled4size]

@vrexec Andreessen on JRE alluded to this, giving examples of how he is using it. The creative/structuring part is so important right now. Will it always be? Or will the tools interpretation of the ask improve drastically so it doesn’t even matter?

[Scaled for Size @scaled4size]

“…we can take note and admit in our many ways the gratitude we feel to be a part of the greatest nation on earth. If they could do it in 1976, we can do it this year.”

https://t.co/HMqdvjfF0F

[Scaled for Size @scaled4size]

@chrishume_ Porque no los dos?

[Scaled for Size @scaled4size]

@_10delta_ Seems more related to the wealth tax gaining momentum in CA and what that means for federal level. There are worse hedges than steak, wine, and Andes

[Scaled for Size @scaled4size]

@dschamis Fair enough. Appreciate it!

[Scaled for Size @scaled4size]

@dschamis What do you think happens to private investing (PE, PC, VC) with tokenization? Watching SpaceX trade pre-IPO, is the natural evolution for these asset classes to also move towards the liquidity?

[Scaled for Size @scaled4size]

@jt_developer I can’t dm you but would like to talk HYPE. Can we setup a call?

[Scaled for Size @scaled4size]

@Yaugourt Sounds negative for Hyperliquid? Incumbents copy the model and remain in place?

[Scaled for Size @scaled4size]

@Yaugourt Nvm, I see my mistake.

[Scaled for Size @scaled4size]

@Yaugourt Where are you seeing USDC as a 4.7B asset? I see USDC supply at 76B... at 3% yield and 90% sharing, wouldn't that be $2B for Hyperliquid?

[Josh Hendrickson @RebelEconProf]

This must be you.

[Andrej Karpathy @karpathy]

Judging by my tl there is a growing gap in understanding of AI capability.

The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code.

But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along.

So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions.

TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.

[Katherine Boyle @KTmBoyle]

This is the simplest vision for domestic politics a leader can have. And if you talk to 10 people— normal people— nine of them will say this is what they want from their leaders. Safe neighborhoods. Clean streets. New public infrastructure that everyone takes pride in.

It’s a mistake for normal politicians of any party to marginalize and demonize leaders who prioritize these objectively good outcomes— and achieve them at such swift speed. Because after a while, when things are so far gone in any nation, even the radicals and the chaos agents will yearn for a place like this, too.

[Paul Enright @pmje73]

**
“ultimately the price of the quality business trumps everything”

[Boring_Business @BoringBiz_]

Capex guidance for FY26 from the Mag 7 so far:

> Google: $175B-$185B vs $119B estimate
> Meta: $115B-$135B vs $110B estimate
> Tesla: $20B vs $11B estimate
> Amazon: $200B vs $146B estimate
> Microsoft: Run rate (based on 2Q) at $120B

Its over.

[Anthony Esolen @AnthonyEsolen]

No, I don't think so, not exactly. We have 51.5 million immigrants in the country now; that's a bit high. We should pay attention to countries the immigrants are coming from, and give first dibs to those whose culture is at least within shouting distance of ours (and Islamic cultures are not). We've been down the amnesty road before, with the promise that THIS time we'll really and truly close the border. It never happens. Also, I think that people who come here illegally, if they are permitted to stay, should forfeit any chance for citizenship. That would go a long way towards disincentivizing any party from conniving at illegal immigration.

[Declan Hill @declan_hill]

How the alleged NCAA match-fixers built a multi-million-dollar corruption ring that corrupted dozens of Tier-1 players and games at top US universities.
Even if a small part of the federal indictment is true American sports have a huge, existential problem.
There are more illegal gamblers and fixers - many more. They are corrupting all kinds of sports.
This is an analysis of how the fixers operate. It is based on the the current DoJ/FBI indictment and on interviews that I did with match-fixers.
You will read, in their own voices, players, mobsters and match-fixers from Belgium, Brazil, Bulgaria, England, France, Italy, Malaysia, Mexico, Singapore, and America.
This is possibly the most-important work that I have done in the sports corruption field for several years.
If you want to understand how the fixers operate. Read the article. So we can, finally, start stopping the fixers from destroying the sports world.
For make no mistake, this is where we are going - the destruction of modern-day sports because of the inks with globalized gambling.
https://t.co/4jaSOkJN4l
Please, if moved, do subscribe.

[Scaled for Size @scaled4size]

@declan_hill Do you think prediction markets are any different than traditional odds making when it comes to the dangers of sports fixing? Or do they hold the same inherent dangers and are simply an evolution?