@institLPGP look at musks reply to the post, i think that's really important to acknowledge. china is optimising for benchmarks right now rather than useful intelligence. fable was blowing everything out of the water.
*EARLY USERS OF ANTHROPIC MYTHOS RETAIN ACCESS AFTER US ORDER
Mythos is gone for some but not all. Banks and tech firms still have access (collectively around 200 companies). Hope it’s not too long before it’s back for all
$1.2 million loss for me. Closing out my oil positions. The fault was all mine - I know to always fade geopol, but the “this time is different” got me. It’s never different.
Other than Anas, most other analysts all got it wrong.
Probably a bottom now, but I won’t risk it.
you gotta get long a lil bit of $SKM here for the anthropic x US admin recovery - if you used mythos, you know there's something special here so it's worth a punt
@firstadopter you got yourself a new subscriber - smart choice to share part of the interview. now i know it's fire and you do top quality work based on your questions.
@boymanrobshit It seems like a lot of people haven't properly used open source models. The key tell I see over and over is referring to the benchmark scores.
@jszhang0912 capex estimates are going higher from hyperscalers compared to guides from recent earnings call. did you also include coreweave/nbis/iren (large neoclouds) + sovereign (small atm but higher in future) + china? would be interested!