lumost

10 ms·

121.
by lumost 6mo ago
I'm sorry, but what kind of CalvinBall allows this argument to be made in good faith? https://www.whitehouse.gov/presidential-actions/executive-or... I had Claude dig through the orders to pick out substantive exa
122.
by lumost 6mo ago
This sounds like an issue where the hyperscalers are acknowledging that the new Foundation model firms may in fact be worth more than they are. Anthropic looks increasingly likely to exceed AWS revenue next year, and OpenAI will likely do t
123.
by lumost 6mo ago
Are they really? perhaps it is just my social circle - but I've observed most of the group traffic having moved to SMS and WhatsApp. While WhatsApp is a meta product, the economics are extremely different. There are really just a handf
124.
by lumost 6mo ago
Meta has no real product moats at this point. Yes, many of us still use instagram and facebook on occassion - but I'm not giving it any data beyond "what short form slop content will I accept". The days of meta having network
125.
by lumost 6mo ago
Out of curiousity why do you not refill tokens in this case? When I'm actively working on a project I'm prone to spending a few hundred dollars per day or a few thousand during the initial buildout of a new module etc.
126.
by lumost 6mo ago
The same pattern will also play out with Universities and colleges. 2025 was the year of peak US high school graduation, with the next ~30-50 years of graduation rate declines baked in. We're still a few years away from this trend perc
127.
by lumost 6mo ago
Boston Public Schools had a 50 Million dollar budget shortfall for next year. We are rapidly closing schools and eating the disruption that comes with that. Teachers do not do their best work when they don't have confidence on long-ter
128.
by lumost 6mo ago
To add to this, Cursor provides a high value go to market strategy for X.AI's modeling efforts. Cursor's own modeling efforts would require an extreme investment of capital to compete. Capital which X.AI has already spent or is pl
129.
by lumost 6mo ago
A lot of organizations live in some game theoretic equilibrium that prevents cost improvements from being metabolized by the org without burning the cost elsewhere. For example, consider a commodity business for software product X. All vend
130.
by lumost 6mo ago
industrialization gave us cheaper goods, and new types of goods (the automobile). What new consumer features has ai delivered? So far, I've seen mostly slop.
131.
by lumost 6mo ago
Codex is my favored coding agent for generic "I need an agent tasks." GPT-5.4 does a bit better with images compared to claude, and debugs a little bit better. The UX of codex is exceptionally nice however.
132.
by lumost 6mo ago
So far, AI is a "unique" technology in that the main use case is "work replacement." Consumer applications have only existed to "destroy human creative media with low quality slop". The vast majority of individ
133.
by lumost 6mo ago
"Regime Change" has become a modern term for vassalization. We should not be surprised that countries with no reason to be a US vassal, and no long-term ties to the US refuse to remain vassals. So then what would we achieve? nucle
134.
by lumost 6mo ago
Look, if you continue down that road to GCC countries engaging Iran, then you have a multiparty nuclear armed conflict with combatants stretching from Europe to the Chinese border. At that point it really does sound like ww3 started from th
135.
by lumost 6mo ago
Because it doesn’t have a choice. There is no path to winning this war, just ways of making larger and more complex versions of the Iraq occupation.
136.
by lumost 7mo ago
Is this even real? coming off the heals of GLM5.1's announcement this feels almost like a llama 4 launch to hedge off competition.
137.
by lumost 7mo ago
Straights have been impossible to force since Churchill tried to force the Bosphorus in 1915. Placing ships in a narrow target area that can be pre-sighted is a losing proposition, a single artillery gun could mission-kill a destroyer in ho
138.
by lumost 7mo ago
Computer science research tends to look like this. Take a seemingly ambitious idea, then spend eons making a version of that idea which doesn't scale and probably doesn't work. But no one is really sure how far this incomplete ide
139.
by lumost 7mo ago
They are saying that models should be invariant to data's orientation - and only sensitive to the distance between vectors. This has a pretty significant effect on reducing the set of possible models, and may stabilize the optimization
140.
by lumost 7mo ago
At a certain distance, I'd contend all infrastructure is big and static. Our energy comes from large facilities, without these facilities continent scale infrastructure will grind to a halt at 1500 miles. Rail, power lines, warehouses,
141.
by lumost 7mo ago
I don't see how drones don't make all conflicts into WW1. 100 Billion dollars buys about 3.3 million Shaheds assuming the manufacturing is not made more efficient. There are many questions on whether its possible to spend 100 bill
142.
by lumost 7mo ago
The invisible Hand may be monetary policy. The median household may simply no longer be able to afford the median home due to the continued wealth distribution shift brought on by interest rate targeting.
143.
by lumost 7mo ago
There is a practical upper bound on how much labor can be replaced before deflation becomes a problem. AI firms risk spoiling the pot if no other business model is discovered.
144.
by lumost 7mo ago
The companies offering free software will leverage AI to extract more value from you via increased surveillance, ads, and paid preference shaping. So... not much benefit either.
145.
by lumost 7mo ago
It also forces you to focus on some extremely narrow problem definition. Often, these narrow problem definitions turn out to be features of existing platforms or in the ai age - artifacts of the current model generation.
146.
by lumost 7mo ago
Anecdotally, the concern I hear from many is that the current positioning of AI as labor replacement doesn't benefit them at all. An expensive AI which simply takes your job or forces you to work harder is categorically worse for peopl
147.
by lumost 7mo ago
ehh there is a common thread that when management becomes convinced either of falsehoods or that lying to employees is the best strategy, the business outcomes won't be the best either.
148.
by lumost 7mo ago
Smart employees understand this dynamic. When leadership hides information - it always means its bad. The first thing I noticed when I had a bout of bad employers was that they claimed "we can't share financial information because
149.
by lumost 7mo ago
Part of this depends on if you care that the AI wrote the code "your way." I've been in shops with rather exotic and specific style guides and standards which the AI would not or will not conform to.
150.
by lumost 7mo ago
With the current concentration of wealth and banking, it almost seems like there is an incentive for banks to ruin themselves when they end up in a little trouble. If the bank has trouble, shareholders/executives lose - if the banking

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