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Joined 2 years ago
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Cake day: October 23rd, 2024

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  • That only applies to spaceX saps who bought after IPO fraud. The big owners of the 2 LLM companies are Google and Amazon. They can break even on their datacenters because just their stakes will probably reach $1T before saps get to hold the bag.

    Failure can just mean that they need to slow down from the absurd expansion commitments. Saying there must be a bailout is saying that there needs to be 3x more datacenters by tuesday, even if fraud is behind that push. “We need to maintain the fraud for longer” means we need to make the bubble even larger so that bailing out the fraudsters when it pops seems bigger economic impact.


  • If it sounds dumb, it’s because it’s meant to. “Buy them if they fail” debate leads to more onerous alternative proposals. The US is on a mission to make Skynet for Israel or China wins. It’s hard for them to fail when Skynet will pay high prices for their datacenter time. But if they fail, it will be because they are too expensive, and “American people” owning them doesn’t pay American people anything if they are stuck losing money forever. And the other alternatives that stem from debate, is “why not just throw government money at bubble top rates?”










  • There is zero proof of distillation. Minimax 2.7 development was surrounded by moderate use of Claude. M3 is their latest generation, and pretty solid, but its performance cannot be attributed solely (or even 5%) to distillation, and that is only lab that has been accused of significant API use. These claims are all 3-4 months old by now, and Anthropic blocked China access after publishing the accusations. Repeated BS is BS from losers trying to lobby for support.