Twi094

Broken investor

[Twi094 @Twi094]

@MistralAI
What the fuck are you doing? 😅
You are waiting What?

[Dr Singularity @Dr_Singularity]

Brazil just cooked up a model - Rio 3.5 397B, which is better than Alibaba's Qwen 3.7 Plus.

Made by the city of Rio de Janerio.

This is exactly what I mean by global acceleration.
Glad to see AI progress in Brazil, we need more from all over the world.

[Twi094 @Twi094]

"Can we build an agent that motivate others agents?"

Wait...

[Peter Steinberger 🦞 @steipete]

Here’s your monthly reminder that you shouldn’t be prompting coding agents anymore.

You should be designing loops that prompt your agents.

[Florian Kronawitter @fkronawitter1]

JPM on '27 data center build out:

"The latest analysis based on satellite images shows that over 60% of data center capacity planned for completion in 2027 has not begun construction with another 7% delayed"

[Vivien | Alphabourse @AlphaBourse_]

$NVDA a 8x de P/E, j’hypothèque la maison, je vide les livrets, je fais des prêts et je traine sur le dark web pour vendre 4 reins

⚠️ Pas un conseil en investissement

😁

[Twi094 @Twi094]

I personally find using AI slop to illustrate society slop pretty elegant

[Squiggly Hair Shanks @redhairshanks86]

beeple’s art genuinely looked like ai slop before ai already, he is the best example of an artist getting replaced by ai

[Twi094 @Twi094]

AI agents are the new gaussian for finance

[TFTC @TFTC21]

Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days.

His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI."

This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now.

The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.

[Twi094 @Twi094]

The AI paradox in one single image

[Twi094 @Twi094]

Ironically AI is "intelligence" for bureaucrats as it can do "complex" things but is not able to do simple task like ordering a pizza correctly (like perhaps bureaucrats)

[Twi094 @Twi094]

It will be harder and harder to convince people that these systems are intelligent...

[Husk @huskirl]

Did I pay too much?

[Twi094 @Twi094]

People are thinking that AGI is here and that they will be replace mainly because of there lack of intelligence. A single guy with some basic tasks is sufficient to reveal the AI fraud but everyone seems to ignore it

[Twi094 @Twi094]

🙏🙏

[Florian Roth ⚡️ @cyb3rops]

I think many executives currently look at AI-generated software and think:

"Wow. It's already 90% there."

What they often underestimate is that the remaining 10% is not 10% of the work.

A senior developer reviewing a 5,000-line AI-generated pull request often has to spend hours just understanding the architectural choices, hidden assumptions and how all the pieces fit together.

At that point you're no longer "adding a few fixes".

You're reverse-engineering a codebase that appeared out of nowhere in five minutes.

And many senior developers absolutely hate that kind of work.

Most don't want to become full-time reviewers of machine-generated spaghetti while spending their days writing specifications and documentation for an AI instead of building software themselves.

AI is extremely good at creating the impression that we're "almost there".

But "almost there" can still hide enormous amounts of engineering, maintenance and human responsibility underneath.

[Florian Roth ⚡️ @cyb3rops]

I think many executives currently look at AI-generated software and think:

"Wow. It's already 90% there."

What they often underestimate is that the remaining 10% is not 10% of the work.

A senior developer reviewing a 5,000-line AI-generated pull request often has to spend hours just understanding the architectural choices, hidden assumptions and how all the pieces fit together.

At that point you're no longer "adding a few fixes".

You're reverse-engineering a codebase that appeared out of nowhere in five minutes.

And many senior developers absolutely hate that kind of work.

Most don't want to become full-time reviewers of machine-generated spaghetti while spending their days writing specifications and documentation for an AI instead of building software themselves.

AI is extremely good at creating the impression that we're "almost there".

But "almost there" can still hide enormous amounts of engineering, maintenance and human responsibility underneath.

[Twi094 @Twi094]

Remember that the numbers of mistakes that a system does is not a good proxy of how good it is.
In the real word a single one is sufficient to fall.
The more you build thinks with AI the more you think you are unstoppable and the more you are vulnerable

[Twi094 @Twi094]

Anthropic is the first company in the world that successfully make people's thinks that they can build whatever they want with a system that can't even count the number of letters in a word

[Twi094 @Twi094]

SPOILER: Dario is also wrong, same narrative since few years to keep the money flowing

[Twi094 @Twi094]

Citing university professors as being more trustworthy on something not predictable as AI is is honestly hilarious.
None of these people are trustworthy, just bad historicism as always

[Yann LeCun @ylecun]

Dario is wrong.
He knows absolutely nothing about the effects of technological revolutions on the labor market.
Don't listen to him, Sam, Yoshua, Geoff, or me on this topic.
Listen to economists who have spent their career studying this, like @Ph_Aghion , @erikbryn , @DAcemogluMIT , @amcafee , @davidautor

[Twi094 @Twi094]

This might be the unexpected dystopia:
Not being replaced by intelligent entities but instead stupid ones that can't count the number of letters in a world but make you think that it can generate an end-to-end exploitation system without making any mistakes

[Twi094 @Twi094]

AI is not dangerously stealing jobs but instead dangerously convincing people that they can be replaced

I am afraid by the current situation and start thinking that sycophancy as make everyone crazy now.

[Twi094 @Twi094]

You can argue you can still check the code that is generated but in the current era of competition being fast is more important than being accurate as the entry level fall off with AI adoption.
Moreover the code start to be impossibly understandable as it begin to be more complex