Computer vision engineer, math phd. Interested in AI, science, ethics, society topics.

Joined April 2023
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AndyXAndersen retweeted
Artificial intelligence is not replacing human intuition in maths and physics, but reimagining how questions are asked, explored and understood go.nature.com/4aESYuz
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Yeah, just 150 billion confiscated dollars will do precisely what is stated here, eliminate poverty and turn the world into the utopia. This is exactly what was missing and now we got the chance. Don't blow it.
Elon Musk has become a trillionaire. If we confiscated just 15% of his wealth we could: clean up all the oceans, eliminate poverty, and literally make the world into a utopia. Instead he chooses to indulge in his phallic obsession with rockets and wants to build data centers in space. You cant even move electricity from space to earth. Dumbest idea ever. All the best, Wolfgang
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This is a careful critique of limitations of LLM-based agents. It is far from clear what solutions exit. Giving them more examples for how to apply high level lessons can help. I doubt there's just some magic mechanism we could bake in.
Researchers found our current approach to making AI smarter over time has a giant blind spot. AI is not actually understanding or applying high-level abstract lessons at all. Developers spend massive amounts of time building systems that condense past AI mistakes into neat little rules for the future. This paper proves that the AI essentially throws those rules in the trash and only looks at raw historical logs. Modern LLM systems try to get better over time by storing past tasks as either raw step-by-step histories or condensed summary rules. The study tested if these agents actually use their stored memories by secretly swapping the correct tips with random garbage text. - When the step-by-step histories were messed up, the AI failed hard, proving it heavily relies on copying exact past actions. - But when researchers completely corrupted the condensed summary rules, the AI kept acting normally and showed zero performance drop. If an AI cannot apply an abstract lesson to a new situation, it is not truly reasoning or learning. This raises the question if the entire AI industry need to rethink how memory works because right now these agents are just mimicking instead of understanding. ---- arxiv. org/abs/2601.22436 "LLM Agents Are Not Always Faithful Self-Evolvers"
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No. The landing will be hard.
.@elonmusk: šŸ”øMillionaire at 28 šŸ”øBillionaire at 41 šŸ”øTrillionaire at 54 Prediction: He will become a quadrillionaire at 67, and quintillionaire at 80.
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No. The private sector does a better job. Always. Though Bezos has the better overall solution, even if it takes longer.
If NASA was doing its job, Elon Musk wouldn't be a trillionaire.
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Probably all parts of mind exist in AI. The problem is that a human and even a fly have a lot of circuits and stake in its own existence that AI utterly lacks.
If AI can reason, reflect, remember, adapt, and speak, what part of "mind" is absent?
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AndyXAndersen retweeted
Replying to @francoisfleuret
If you start trusting in gradient, it is only downhill from there.
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Good luck.
Cathie Wood bought ~$525M of $SPCX today
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All cool, but decades too early. The tech is not there. Only bluster, optics, and financial engineering. Hard landing ahead.
I am filled with optimism at the fact that the world's first trillionaire was made not by hedge funds or market manipulation, but by building the infrastructure to take America to the stars.
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AndyXAndersen retweeted
Replying to @Grady_Booch
Nobody can discover anything with old info. Humans either. Everything that we know was done very, very painstakingly, over a very long time. AI is for now an augmenter. And is getting very good very fast.
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AndyXAndersen retweeted
Replying to @Dr_Gingerballs
Anything you do on Earth you have to add more margin when you do in space. for cooling, robustness, handling vibrations, radiation, micrometeorite damage, can't be serviced, very expensive to launch, high latency. A datacenter in desert with a pipe of sea water way cheaper.
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AndyXAndersen retweeted
POV: Investors watching their SpaceX stock after buying the largest loss-making IPO in history
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AndyXAndersen retweeted
Remember when Elon Musk told investors that Twitter would 5x its revenue to $28 billion by 2028 and more than 4x its users to nearly 1 billion? Well, that's no where near happening. Instead he's made even loftier predictions for a much larger company that will go public tomm. We took a look at the skeptics' views of the SpaceX IPO.
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AndyXAndersen retweeted
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It is worse. The SpaceX and Tesla dreams (which are often intertwined and supposed to reinforce each other) are pipe dream. Datacenters in space are way too expensive. Launching stuff in space and space internet is not worth trillions. Humanoids won't be ready for 10-20 years.
Just a friendly reminder before the SpaceX IPO tomorrow The company doesn’t make money Has revenue of <5% of Google Priced about 50% of Google’s market cap Do with this information what you will
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The problem is that Elon's schemes will take longer to realize than he thinks. Likely by a decade, if ever. Datacenters in space are not economical no matter what. So wild house of cards, regardless of what other predictions said.
🧵The SpaceX IPO isn’t overpriced. The future is underpriced. Fourteen years ago, Facebook’s IPO was mocked as a failure. I called it a Strong Buy. Those who listened made a fortune. SpaceX is the same story — only much, much bigger. It's the East India Company all over again.🧵
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Sure, don't protect the banks. Go bankrupt, see your economy collapse. The Greeks did the right thing. Brought their house in order. Cut the red tape and gov hand outs. Doing better than ever.
Reminder that Greece went through Great Depression conditions to protect French and German banks.
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AndyXAndersen retweeted
SpaceX is the most overhyped IPO of the decade and it will end exactly the way every overhyped IPO ends. Facebook IPO’d at $38 and traded under that for 15 months. Uber IPO’d at $45 and is still below that adjusted seven years later for a while. WeWork tried at $47 billion and ended at zero. Robinhood IPO’d at $38, hit $85, then $7. Coinbase IPO’d at $381 and was at $40 two years later. Rivian IPO’d at a $100 billion valuation with no meaningful revenue and gave back 90%. Beyond Meat. Peloton. Lyft. DoorDash. Bird. Each one a ā€œgenerational companyā€ the day it priced. Each one a wealth destruction event for retail within 18 months. The pattern is not a coincidence. Hype IPOs are designed to transfer wealth from the people buying the story to the people who built the story. The bankers get paid. The early employees get out. The VCs get a markup they can show their LPs. The retail investor gets the bag. SpaceX is a great company. That has nothing to do with whether it’s a great stock at IPO. Greatness was already priced in five funding rounds ago. You are not getting in early. You are buying the exit. The only IPO worth chasing is the one nobody is talking about. Those don’t exist anymore because every IPO is marketed like a movie release. So the answer is: don’t chase. Wait two years. Buy it down 70% when the lockup unwinds and the narrative breaks. Or don’t buy it at all and put the money somewhere the bankers haven’t already extracted the alpha. Hype is not an asset class. It’s a tax.
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AndyXAndersen retweeted
Yeah - sure guys - Elon is totally going to load up his $20,000,000 dollar untested AI space satellite onto his Starship rocket that blows up 41.7% of the time. Instead of just building it on the ground for 1/10th the cost and zero risk. Go give him your entire life savings.
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AndyXAndersen retweeted
Replying to @clay_keller1
The problem is that Falcon-9 was well-designed. StarShip is fragile. Tesla is good electric car. FSD is bad and late (as unsupervised), good at level 2. xAI failed at AI, is now renting useless hardware. It is not all or nothing. Datacenters in space are too expensive.
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