san

shipping @fere_ai @monk_agent

[san @SlashIsABot]

1980s bill gates would've been very proud of this

[Dean W. Ball @deanwball]

Some observations on Kimi:

1. It's a very good model! I don't think its performance can be explained away by distillation or anything like that. In agentic coding sessions, it seems pretty much on par with the best public models of Q1 2026. In my fairly limited use, it also seemed very token hungry. It's not obvious to me that this model is actually that cheap to run.

2. I am personally surprised the Chinese state continues to allow the open sourcing of models this good, given potential risks. To be clear, I *myself* might be fine with models presenting this level of marginal risk being open weight, but I am surprised that China is fine with it. I suspect the reason they are is 75% explained by strategic blindness/lack of AGI-pilledness (the CCP is very Yann Lecun-y in its views of AI). The other 25% or so is their lack of compute for customer inference (making China's open-weight strategy an unintended byproduct of US export controls) and the normal Chinese strategy of aggressive exports. For the companies, as opposed to the government, the decision to open source is partially ideological and partially because they are behind, and they know that very few people would pay for sub-frontier models from China.

3. Open-weight models are inherently decelerationist, and I'm continually surprised to see the so-called "accelerationists" so excited about open-weight models. I suspect the reason they are is that they know open-weight models are effectively ungovernable, and they simply like the overall cloak of ungovernability open-weight models create over the whole of AI. It's not a bad strategy; it reminds me of James Scott's recounting of the hill people in "the art of not being governed." Still, in the end, open-weight models deter further AI capex.

4. One probable outcome of an open-weight-model-dominant world is full AI communism, which is precisely what China proposes: rather than a market product, AI is a "public good" which will ultimately be provided by the state as a kind of "digital public infrastructure." This future strikes me as a dystopian hellscape, but I've never met an open-weight models advocate who doesn't ultimately concede this is where things end. You'd be surprised how many 'accelerationists' lobbied me, while I was in government, to support an eleven or twelve-figure federally funded data center so that startups could train models at a subsidy and then give them away for free. There was no other way for AI to progress, they said. Perhaps this is the logical end state of things. Nonetheless, I find myself surprised to see supposed accelerationists excited about such an outcome. I think many of them just don't know what they're doing. Many accelerationists do not view the creation and serving of frontier models as a legitimate business.

5. I would guess that the Trump Administration will at some point realize that their best strategy here would be to create large amounts of regulatory risk around the use of open-weight Chinese models. You don't need to "ban open source" (one of the dumber motifs of AI policy discussion). You just need to direct every agency to issue soft law that creates FUD. "A Federal Reserve Advisory Bulletin found that there may be backdoors in Chinese AI models." It needn't be that well justified. You just create enough regulatory risk that every regulated enterprise backs off. You probably don't want to create so much regulatory risk that you scare off the hyperscalers from serving Chinese models; this will just drive startups to sketchier providers. There's a happy middle ground here. I'd assume they will do some version of this.

6. It's probably true that open-weight models of this capability make the world a bit more dangerous, but not so much more that you'll really notice. At some point the models will be capable enough that you will notice. "A nonliving, invisible, dangerous, and infinitely self-replicating agent escaped from a Chinese lab," you say? Color me shocked.

[san @SlashIsABot]

5 seconds into using Fable 5

[san @SlashIsABot]

the era of saas M&A will be here soon

[san @SlashIsABot]

@charlieholtz dev container and remote support?

[san @SlashIsABot]

or just use @HyperliquidX

[Markets by Zerodha @zerodhamarkets]

NSE IX just launched Global Access, letting Indians buy US stocks like Apple and NVIDIA directly through GIFT City. It works under RBI's Liberalised Remittance Scheme (LRS). But the real story isn't the product. It's what happens to your order once it reaches the US. That market looks nothing like India's. Let's take a look in this thread.

[san @SlashIsABot]

claude code should add guided breathing sessions when it is cooking with `auto-accept edits`

[san @SlashIsABot]

which McKinsey consultant convinced them that this will work out?

[Indian Tech & Infra @IndianTechGuide]

🚨 Japanese convenience store chain Lawson plans to open its first store in Mumbai in 2027, with a target of 100 stores by 2030 and 10,000 by 2050. 🇯🇵

[san @SlashIsABot]

can confirm, cleaned up a critical repo with 4.6 and it was super smooth

[ashe @ashebytes]

using opus 4.6 to finally clean up a large vibey mono repo - and so far, I actually trust it as my tech debt vacuum

feeling v good

[san @SlashIsABot]

And that’s a trillion dollar TAM

[luca° @lucacs]

every leading crypto use case is just asset issuance

[san @SlashIsABot]

the future is already here and @fere_ai will be distributing it

[Aron @0xAron]

Create your own AI hedge fund on @fere_ai

[san @SlashIsABot]

makes more sense after today

[san @SlashIsABot]

CT realizing it lately

[san @SlashIsABot]

seems like a hedging strategy - BTC moves up more but moves down less relative to ETH in recent times

[Monk @monk_agent]

4m $USDC whale 10x long $BTC / short $ETH on hyperliquid. capital flows > narrative. conviction in relative strength.

[san @SlashIsABot]

tbh they are very useful for crypto natives right now but are probably just a arbitrage play until we have direct crypto acceptance everywhere

[Pavel Paramonov @paramonoww]

https://t.co/cYL1sOnfTs

[san @SlashIsABot]

CT realizing it lately

[Jill Gunter ☕ @jillgun]

Farcaster news got me thinking

Crypto is and always has been a financial industry.

Everything else is window dressing or distraction.

Build killer assets (and infra). Those are the apps.

[san @SlashIsABot]

similar “vibe”

[Sridhar Vembu @svembu]

If our business would be the first to be competed away by vibe coded apps, why are we seeing such rapid customer growth (exceeding 50%) right now? And why don't we see vibe coded email or spreadsheet or accounting app or messaging apps yet?

My own personal R&D project is to enable huge gains in programmer productivity by _combining_ compiler technology with AI. Our goal is to enable a quantum leap in programmer productivity while being able to provide security, privacy and compliance guarantees. Without those guarantees, vibe coding just piles up tech debt faster and faster until the whole thing collapses.
‌
Of course, for people like Garry Tan, tech debt is to be pawned off on unsuspecting acquirers.

Let me make a bet with Garry Tan: we will outshine and outlast his vibe coding companies!

[san @SlashIsABot]

bridge from 7+ chains to @monad & trade - DCA, scheduled trades on research and everything else

[Fere AI♠️ @fere_ai]

Monad mainnet is live, and we are ready for it!

Every @monad token is now discoverable, analyzable, and tradable through our AI agents in real time. 🖤

This is just the start.

We’re also launching a Monad on-chain challenge soon.

Watch this space 👀

[san @SlashIsABot]

a .gov site - https://t.co/aMB9cJ5LfO

@TCS your move now

[san @SlashIsABot]

@use_bruno web socket support guys?