bwfan123

6 ms·

121.
by bwfan123 5mo ago
> Fast entry rules are terrible > just don't buy IPOs ever Of late the markets have become a casino. There is a large retail population that bets on options. Betting on IPOs is just another opportunity for such folks. By bending
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by bwfan123 5mo ago
> Maybe next they can sell something to find the bugs in the security scanner ? So, tokens are used to produce sloppy code, and then this thing uses more tokens to fix vulnerabilities in the slop ? Whats not to like in this business mode
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by bwfan123 5mo ago
> I wanted to be in denial about it before but it's too obvious to ignore now Use-it-or-lose-it is the evolutionary principle, both for cognitive and physical abilities.
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by bwfan123 5mo ago
> should read philosophy subject/object dichotomy is a springboard to many schools of thought. 1) that subject emerges from objects - ie, anything has a material explanation, and everything is a machine. 2) that objects emerge out o
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by bwfan123 5mo ago
> Everything is so incestuous now that the problem isn't 2% here or 3% there, it'll be a catastrophe of epic proportions Google and Amazon fund Anthropic which returns the favor with cloud purchases at these hyperscalers. So, g
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by bwfan123 5mo ago
> That is my biggest worry, particularly for students and early career folks Agree, and I have the same worry, and so did the OP to the point that he considers canceling his AI subscription. Most of have to first get through the incident
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by bwfan123 5mo ago
> friction = focus, focus = product AI tools have put friction where it should be - by eliminating incidental friction. By incidental friction I mean, things that were really not ambiguous, but were made so due to lack of access to resou
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by bwfan123 5mo ago
There is a lot of dumb token spend right now - tokenmaxing and such. Economic cost of token is not being evaluated carefully because there is fomo and no one wants to be left behind. But folks are waking up to it, and dumb token spending is
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by bwfan123 5mo ago
Here is some data from my experience using both deepseek v4 flash directly, and deepseek v4 flash via openrouter. Directly: 135M input tokens - $0.57 (134M cached) Via OpenRouter 6M tokens - $0.81 (caching stats & inp/out not r
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by bwfan123 5mo ago
> Couldn’t tell. add deepseek v4 to it, and it will be close at 1/10 th the price. I use all three codex, claude, and deepseek, and they are close.
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by bwfan123 5mo ago
> but forming curiosities forming intuitions about the patterns that underlie our reality. beautifully articulated, thanks @qubex
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Finding Miscompiles for Fun, Not Profit(newsletter.semianalysis.com)
2 points by bwfan123 5mo ago|0 comments
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by bwfan123 5mo ago
> AI will soon be better than almost all human mathematicians at math problem solving. You misunderstand what mathematicians do. My favorite example is this: Birds can fly, but can they use their intuition to create a theory of flight, a
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by bwfan123 5mo ago
Kudos to the DeepSeek folks for making tokens not only affordable but also open source. This is a race to the bottom for token costs in a good way.
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by bwfan123 5mo ago
> Hats off to the deekseek team for creating a great product I have been using it for a while, and I wholeheartedly agree. imo, it is as good as codex or claude which I also use. It is a winner in the cost-sensitive tier, and if some sta
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by bwfan123 5mo ago
In my experience, it is claude-code paired with deepseek-v4. For penny-pinchers like me, I can have long coding sessions with it with no anxiety about the cost. Also, prompting it to what you want and verifying the outputs is more important
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by bwfan123 5mo ago
> I wrote a tiny little bridge so I could use DeepSeek V4 Pro via Codex Can you share the bridge. DeepSeek v4 is awesome paired with claude-code or opencode. I found that claude code costs me less than opencode and I am presuming this i
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by bwfan123 5mo ago
> This is a rocket company pretending it's a frontier AI lab A frontier AI lab that rents out its GPUs to other frontier labs.
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by bwfan123 5mo ago
I see this as a huge warning sign. If a frontier ai lab is in this position of renting their own capacity, imagine how much overcapacity there is in the system. Outside of VC money, and circular financing, the only external money coming int
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by bwfan123 5mo ago
> Whether that greater math has the same seemingly closed system properties is not something that can be known negative numbers were invented to solve equations which only used naturals. irrationals were invented to solve equations which
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by bwfan123 5mo ago
> Aren't they just a tool to access an abstract concept of counting ? Humans and animals have intuitive notions of space and motion since they can obviously move. But, symbolizing such intuitions into forms and communicating that vi
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by bwfan123 5mo ago
> I always am a little jealous of the biggest names in math having such an easy access to the expensive, long thinking models I am starting to see folks saying - ok, so LLMs can do this, what value have you added ? modulo llm is becomin
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by bwfan123 6mo ago
> TLDR Singapore and Japan have low crime rates that likely have nothing to do with severe punishments Can you elaborate ? Singapore has 4 ethnicities, 4 religions, and 4 languages living together as a developed nation in a small city wh
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by bwfan123 6mo ago
To the author's credit, he has this in the first line, ie, that the article was not intended for others to read and enjoy. > This is mostly a bunch of notes to myself As Bessis has described in his book [1], it is extremely difficul
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by bwfan123 6mo ago
> anthropic messed up big time harness works with any muh commodity LLM that surprised me too. The intelligence is at the client, and by making that open, anthropic has commoditized the coding agent.
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by bwfan123 6mo ago
Much of the agentic intelligence is at the client. The llm backend is largely swappable. For instance, claude-code paired with any model performs well enough for many usecases. In fact, the real breakthrough is how an agent paired with an u
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by bwfan123 6mo ago
> AI models are the new virtual machines Deepseek v4 flash is priced at 1/10 that of openai/anthropic. I can see a race to the bottom - or perhaps an android vs iphone split - where, the premium market is served by openai/
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by bwfan123 6mo ago
> consumer grade local models are getting good enough for local inference I am waiting for that. Perhaps a taalas kind of high-performance custom hw coding llm engine paired with an open-source coding-agent. Priced like a high-end graphi
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by bwfan123 6mo ago
> and is full of empty LLMisms I dont have an llm-radar like you but I felt some anxiety reading through it. Cant explain why but the logic was not linear and this strained me as a reader. It didnt have the obvious llm-isms i see on yout
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by bwfan123 6mo ago
> you would expect to see a lot of different opinions about the world. It is an age-old debate between know-that and know-how. Understanding the world around us is the point of education, and this means ways of looking at it, insights o

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