ys

21 | building @sonotradehq

[Geronimo Morgans @GeronimoMorgans]

Pep's speech after Kyle Walker left for AC Milan in the middle of a difficult period.

He spoke about how sad it was to see his captain behave that way, especially in a time of adversity.

He said he hated how some of the staff reacted after defeats (eating and laughing) while he couldn't sleep because of the losses.

So many lessons in that. I miss him terribly.

[ys @ys42545]

Kind of a cool tribute to Netflix engineers as a result tbh, there’s a reason they have a place in FAANG and are the best content provider platform for anything long form

[ys @ys42545]

HBO Max might have the worst recsys I’ve ever seen

[Sonotrade @SonotradeHQ]

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[ys @ys42545]

Aura thread ngl 💔

[John Wang @j0hnwang]

the king of dumping at the top of the bubble

[Brad @Brad08414464]

perhaps OpenAI and Anthropic become like Boeing and Airbus. building planes is actually quite easy and well understood, yet two companies basically own the entire commercial airplane market. there are several smaller companies making smaller more customised planes like Embraer and Bombardier, but all the largest, most sophisticated, most expensive long-haul planes are made by the two biggest manufacturers

[Mark Zuckerberg @finkd]

(1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.

[Ricardo @Ric_RTP]

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.

Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.

His exact words:

"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."

He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.

Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:

"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"

That question breaks the industry.

If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.

Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.

Karp went even further...

He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."

American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.

And the part the AI industry does not want anyone thinking about:

Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.

The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."

He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.

The entire AI industry has been priced for perfection on one assumption:

That frontier labs produce durable, defensible value that justifies infinite compute spend.

But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.

The moment enterprises stop believing, the whole valuation stack shakes.

[ys @ys42545]

Did this dude use OpenClaw to reply to negative feedback about OpenClaw

[Hannes Rudolph @hrudolph]

@ledogono @CristianRus4 @OpenAI Ah more toxic low blows, birds of a feather I guess. The feedback is unnecessarily rude in the name of honesty. Thats not genuine. Don’t kid yourself.

[Brad @Brad08414464]

Gen-Z taste and aesthetics are slowly subsuming the Culture. they were playing Lil Baby, Quavo, and Youngboy at the LV S/S show. young people at the intersection of media and culture probably have more leverage over the world than people in tech. “New Media” is actually about the changing of the guard. the kids are running the town now

[AI at Meta @AIatMeta]

We’re sharing the next major milestone in our non-invasive brain-to-text decoder research: Brain2Qwerty v2.

Building on v1, which was published today in @Nature, Brain2Qwerty v2 is the highest-performing end-to-end pipeline capable of real-time sentence decoding from raw brain signals. It advances beyond character-level performance to decoding words and semantics, enabling accuracy for overall communication.

We believe this research has the potential to make a real difference for the millions of people who suffer from brain lesions or disorders that prevent them from communicating.

🧵👇

[Luke Knight @lukeknight]

The etn team on their way to euromaxx and think about what “more” means

[ys @ys42545]

I swear Elon barely attends stuff in person lol

[J.P. Morgan @jpmorgan]

Live from our global headquarters: Jamie Dimon and Elon Musk discuss SpaceX and more. https://t.co/WQfJ3j8atX

[𝙛𝙖𝙪𝙨𝙩𝙮 𝙙𝙧𝙞𝙫𝙚𝙧 @crowbarcombat]

New grads in finance ($90k TC): just bought my first Rolex

New grads in engineering ($180k TC): this month I’m going to find out if I can hit my macros while spending less than $150 on groceries

[ys @ys42545]

Natwest is the worst bank in the entire country I stand by this

[alice @aliceisplaying]

who's responsible for this. i just want to talk

[kuz @kylekuzma]

Yep wait till their data center build out 🔥🔥🔥 heavy capex

[ys @ys42545]

@YusufAfifi3 @afifi @X @grok didn’t they drop handle leases a few months ago? hella expensive but worth the auroptics

[ys @ys42545]

@YusufAfifi3 @afifi @X @grok 😭😭😭