Joined March 2020
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So I just pushed a major update to rawbooty.com this is a project i've been meaning to do for a while. Most of what's on there is foundational knowledge. I will continue to build this out as time passes. everything on there is cc by 4.0. welcome any feedback.
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RawBooty.com | Price ≠ ΣFCFₜ/(1 r)ᵗ retweeted
I think I know how to pay off the US gov debt.
Hear me out. This could actually work.
It took like ~$70B to float $SPCX and create a $2.2 T asset.
So, if the @federalreserve just starts a new company, let's call it "Federal Robotics Inc." or (FRC) all they'd need to do is sells 4% to government union pension funds/index funds... etc..
A $1.6t in investment and boom, $40T company.
Now, here's the key: We swap the FRC equity with the debt holders and *Poof* debts gone.
You're welcome, America.
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1) food is still crazy cheap
2) crazy that ground beef costs almost as much as tuna loan
3) yes these are wholesale restaurant supplier prices, not retail.
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I love this.
this kind of ignorance like this is why I get to buy cheap stock.
$ADBE outlook based on the idea that graphics designers stick to Adobe and not Ai.
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I like this idea. Limit how many citizens a country can have constitutionally. Imagine if the US did this. say 300m? allocated by seniority... 🤔
Jun 13
Switzerland’s has a radical idea to slow down immigration: put a cap on the whole country's population. on.wsj.com/4or3lrB
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$Meta is a company full of children, that's run by a child.
This too shall pass.
They will fail in their AI efforts. I could get into a great deal detail why, but instead i'll explain in just a couple sentences:
AI is math, which makes it a kind of natural force like fire. When you organize data with a force of nature, like fire, that mechanism is literally impossible to perfectly control.
Meta's entire revenue model is dependent on controlling information - a kind of censorship. This is, i'm sure, a mandate for their AI model designs. -> we need to push people to read / see this / not see that etc...
this is not possible. the end result is they are making their AI product design job much more difficult, which makes them, and thus their products and solutions, less competitive. In a fast moving highly competitive world this is death.
further, there is no monopoly to be obtained in AI. without that meta is screwed. they don't know how to compete without monopoly powers.
Meanwhile, i fully expect, for other reasons i could get into, to see Ad revenue move away from meta's platforms as competitors catchup to them.
i wouldn't touch this pos stock.
Jun 13
META IS AN ABSOLUTE MESS INSIDE RIGHT NOW
Wired just dropped an exclusive, and the details are wild.
This week someone interrupted a livestreamed Meta meeting, open to thousands of employees, with an expletive-filled rant about "being the company's bitch." They told the presenters to find a specific Meta AI executive and "tell him that he's a piece of shit."
A presenter covered their face with their hands. Employees in the chat called the start "spicy."
Here is what's behind it.
Meta's AI restructuring cut 8,000 jobs last month, 10% of the company. The same restructuring feeds a unit called Applied AI, where 6,500 engineers and product managers have been drafted in waves since April. There is no application process. You get selected, and your options are join or leave the company. Members call themselves "draftees."
The new job: writing puzzles and coding problems to train Meta's AI models, two tasks a week. People hired to build apps for billions of users now assemble training data for hundreds of AI scientists.
"It's literally the gulag," one employee told WIRED. "You have zero purpose in life all of a sudden, you barely interact with anyone, you just have these tasks every week."
Another: "Most people find the work soul-crushing."
At the same time, Meta started recording US employees' clicks and keystrokes to generate more AI training data. Over 1,600 employees signed a petition demanding it stop. The concession: employees can pause the tracking for up to 30 minutes.
Zuckerberg's response came in an internal memo Friday: "We've made mistakes and will almost certainly make more." He repeated his promise of no more mass layoffs this year. His fixes: limits on the manager ratios Meta had deliberately pushed to 50-to-1 on some teams, bigger budgets for team events, a hackathon next month, and assigned desks by the end of the year.
That same memo says Meta's north star is "to be the best place for the most talented people in the world to make an impact."
The most talented people in the world are writing puzzles for a model and asking permission to pause the keystroke logger.
META declined to comment.
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Narrative violation of the 1st degree.
Jun 12
META MOVES TO CURB EMPLOYEE AI USAGE AS AI COSTS REACH BILLIONS – THEINFORMATION
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Jun 12
Meta $META CEO Zuckerberg says in internal memo the company has made mistakes on its AI transformation, per a Reuters exclusive.
Zuckerberg says Meta will try to find new roles for employees reassigned to train AI models, plans to limit expansion of team sizes, minimize org changes, and increase budget for team-building.
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This is the problem. they get more revenue, they increase their paychecks. no thought, ever, to lowering taxes.
Jun 12
A school district in Louisiana says some of its teachers will receive bonuses of more than $50,000 this year thanks to increased tax revenue linked to a Meta data center.
🔗: on.wsj.com/4e6G7DJ
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Nerfing was / is a completely predictable & inevitable outcome for likely all major AI companies, not just GPT/Anthropic. This happens for cost, liability, and compliance reasons. this is just, yet, another reason why hyperclusters will prove economic disasters.
When you concentrate activity you concentrate liability, thus maximizing regulatory impact and thus compliance efforts this is competitive death.
I fully expect, just as what happened to mainframes, will happen in AI. most usage will move to local servers owned by the end users.
Again, training will happen on big clusters, but this isn't where the liability lives.
Enjoy the bubble. stupidity is inescapable.
@hkuppy
Jun 10
Anthropic people, you’ve got a couple days at most to mitigate the damage being done by your senior leadership and policy people, the stealth nerfing and data retention decisions are titanic fuckups that pose serious risks to both your technical pole position and your bags
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Come on people 16min left in the week.
give me a nice 18% move into the close $ADBE and i'll have a nice weekend. 🤣
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RawBooty.com | Price ≠ ΣFCFₜ/(1 r)ᵗ retweeted
Jun 12
If The Big Short was made in 2026
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I wonder if the top trade is going to be short oil and long spacex.
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update - fundamentally worst trade idea ever is killing it.
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$SPCX - the lesson from this IPO is the one i've been featuring for a while. As a product, if you can get enough eyeballs on it, you can sell it.
Elon has the ability to put his product in front of nearly every able-bodied person on planet earth. He doesn't need to fool all of them, just a few.
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wrong question: What could go right?
This may be the most successful, most perfectly timed IPO in history.
You have to give elon credit for this. Never doubt his genius when it comes to financial engineering. $SPCX
Jun 12
SpaceX is launching exactly when the S&P 500 is most overvalued in history.
What could go wrong?
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Quick note:
As an investor, you don't want successful IPOs. You want ones they screw up. Your goal should be to underpay, not to let the bankers get you for every last dime.
no home buyer ever celebrated the guy who sold them the house for perfectly timing his/her exit.
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