The market is going to go down again tomorrow on the Jenson news. Between the election and that news it is brutal.
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The frustrating thing about all this anti-data center sentiment is that it's tbased on lies:
- The water lie
- The power lie
- The noise lie
- The AI sentience lie
And the ones telling the lies aren't in favor of any of those things. They're just anti-civilization.
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A lot of folks seem to find the term “software factory” unseemly or maybe a bit offensive. I do not. I have been in the industry long enough to understand that most software isn’t an expression of craftsmanship. It may start that way, but ultimately entropy prevails. 1/2
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Replying to @DataRepublican
@DataRepublican I trust you, but I’m still very suspicious of the blue voters that seem to magically appear every few elections. No one seems to take it seriously; dismisses it as conspiracy theories. Please make it make sense.
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This guy's product is actually pretty good so I don't understand why he has such an Inferiority complex. It's a domain-specific harness (a good one), but Anthropic didn't need any help to build this. There is no secret sauce, no special model. It's just harness engineering.
Let me tell you a story about how unethical Anthropic is.
In April, the Anthropic team began heavily courting our engineering team to tell them corporate secrets, technical details, and future plans for @cfosilvia.
They pretended their interest was due to our exploding popularity and accelerating compute usage, but it quickly became apparent that Anthropic was fishing for details on how we built our product and why it was so popular.
This included the Anthropic team trying to wine-and-dine our engineers, including a infamous steak dinner where someone told our team "don't worry about it, this is on Dario."
Our team was not born yesterday, so we quickly realized what was happening and refused to share sensitive information and technical details with the Anthropic team.
As we suspected, Anthropic was trying to get information from us, so they could build a competing product. Some people on their team must have a guilty conscious because they messaged us a few days ago to give us "a heads-up" that they were launching a competing product.
Thankfully, the Silvia engineering team has been aggressively working to get off the frontier models for the last ~ 6 months. That effort has been highly successful, because our compute costs are ~ 97% lower when we use our own model & hardware, the latency is lower, and the accuracy of answers materially increases as well.
The sad thing for Anthropic is they have now released an inferior product and they had to sell their soul to do it.
The only thing worse than being a trillion-dollar company that can't beat a 10-person team is being a trillion-dollar company that no one trusts and everyone knows is unethical.
Serious investors continue to choose @cfosilvia over ChatGPT, Claude, and other frontier companies because these products are not optimized to solve the actual user problem.
Today, Anthropic launched a Claude wrapper that is masquerading as a personal finance product. Best of luck to them.
But I will take the Silvia misfits vs the Anthropic losers any day of the week.
if you want to support people trying to do things the right way, and help investors be more informed, then consider signing up for Silvia today: silvia.com
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Maybe it's just me, but the hardest part of a software factory is the human in the loop workflows.
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I'm so thankful that midterm elections are today because I do not think I could stand another day of all these incessant text messages. How is it not illegal to spam people constantly with text messages?!?!?
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I do not understand how this is possible.
Absolutely incredible: MIT researchers say GPT-6 Astra improved a small Qwen model’s math score from 7.9% to 48.1% by directly editing just 0.016% of its weights, without gradient-based training.
The result points toward AI systems that can diagnose and improve other models directly, a potential step toward self-improving AI.
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I find it completely addicting to talk to Grok Bot in voice mode. It is so good. I've said it before, but this is how I want my primary interaction to be with my coding agents. Always on.
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It feels like @AmpCode is the @37signals of the agentic era. They have unconventional takes, are willing to share them, and you can tell they will probably be proven right in the end.
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It’s good!
no matter what agent you're using, your voice is the best way to talk to them
and hex is the best way to use your voice:
- fast
- runs locally
- works on mac, windows, linux
stable release now available: anoma.ly/hex
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For those who don’t know, this is what actual philanthropy looks like. Not stashing your wealth in some shady foundation, not giving money to some wasteful NGO, and not lining the pockets of your friends running left wing non-profits.
Robert and I are thrilled that our gift of over 2 million shares of SpaceX stock will be distributed to children’s Trump accounts in December!
Our initial gift (shares transferring to escrow as we speak) will go to 11 to 17-year-olds who live in zip codes with median family income (MFI) of $57,000 or less, and to those who live in zip codes with too few residents for an MFI to be reported in the census. These families should receive a notice by Monday.
In a few weeks, an additional gift will be finalized for eligible 11 to 17-year-old children in military families serving overseas, children in foster care, and more children whose MFI is $90,000 or less living in counties near our home in the great state of Texas.
Thank you to the incredible team @SpaceX, @Treasury, @IRS, @DellFdn, @GreaterHorizons, @InvestAmerica24, and the legal firms of Morgan Lewis and Gibson Dunn for working over the past few months to make this happen.
We are deeply grateful for the groundbreaking work that Brad Gerstner @altcap and @MichaelDell have done for the long-term financial security for millions of kids.
God Bless America!
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I’ve pretty much given up on Codex. I have resets, but can’t finish any task without hitting the 5-hour limit multiple times.
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I’m convinced that 90% of the reason direct instruction is poorly received is because it requires the teacher to know the subject and teachers don’t know the subject and don’t want to know the subject so they invented student-led instruction.
Every failure in the software factory becomes input to the factory itself. This is how incremental self-improvement happens. And the more you experience it, the more amazing it is because you realize you’ve created a perpetual motion machine.
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