Not investment advice obviously
Joined July 2020
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22 Feb 2023
Still one of the simplest expressions to live by from Steinbeck.
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NEW: Inside the 24-hrs before WH slapped export controls on Anthropic
- Last Thursday, Amazon CEO Andy Jassy raised concerns about Fable jailbreak to Trump admin
- Friday AM, Sean Cairncross, Bessent, Susie etc. held WH call to discuss
- Then White House started reaching out to Anthropic to speak with Dario Amodei, who was at a wellness retreat.
- When Amodei was finally available past 1pm, he had three tense phone calls with a combo of ppl including Cairncross, Bessent, Lutnick, Kessler, Will Scharf, Richard Walters, and Walker Barrett.
-Amodei tried to clear up what he assumed was a misunderstanding. He defended the guardrails and distinguished between universal and non-universal jailbreak
- Cairncross and Bessent were unmoved and asked Amodei to take down Fable and work with the admin to fix the vulnerabilities. (A WH official said Amazonâs findings were run past the NSA and they felt they had âproof.â)
- Amodei asked for more time and info, but he made no commitments to pull the model
- Bessent told Amodei directly at one point that he was making a âbad decisionâ
- By Friday evening, the Trump admin imposed its export controls.
- âExport controls were a last resort after begging them for hours to work with us,â senior WH official said.
W/ @cheyennehaslett
politico.com/news/2026/06/13âŠ
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Of all the finance professions, PE people have the worst sense of humor especially Americans
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Whatâs the typical mix of passports at a tech firm? Gotta be 70% Indian/Asian/Russian right?
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This has been a pretty low stress AI trade without all the stress of quarterly capex
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Damn weâre useless as a gender
Men are truly the sensitive and loving gender- a guy not having a gf has an 89% higher chance of dying
No effect on women
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Jun 13
even if Anthropic and OAI are banned, people would rather go back to Indians in the loop before using Cohere
When you rent your artificial intelligence, you have no control, and no choice. This is why sovereignty and ownership matters.
Whether it means using your own hardware, open source, or deep customization. Own your AI, own your future.
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Jun 13
Letâs say thereâs a token optimization event this year ==> no more of these emergency compute deals. But it doesnât change the planned capex and 2027/2028 site go-lives because no lab is going to believe the trajectory is anything but up and up
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Jun 13
But Ling Long made it
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-mytâŠ
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Jun 13
Iâd rather have Elon allocate capital than the govt
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Jun 13
Hilarious that they cut 10% and ended up spending $1B on tokens
Jun 12
JUST IN: Zuckerberg admits Meta made âmistakesâ in its AI workforce shift after laying off 10% of staff & reassigning 7,000 employees.
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wtf is going on here?
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Jun 12
âI said I was Jew-ish, not Jewishâ vibes.
âI said to YOU to never sell your Bitcoin. I never said that THE COMPANY wouldnât sell its Bitcoin.â
Jesus Christ.
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Jun 11
The thing about datacenters in space is that once you get your head around the fact that itâs possible, it started to sound more likely than SMRs đ
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Jun 10
The big red portfolio positioning is very strong. Infra visibility on token progression, avionics try to distribute tokens and features through workflows customers already rely on. Big enough portfolio where they can experiment with lots of pricing models without material consequences. Good to keep an eye on how apps progresses
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Jun 10
This mofo fucking jinxed it all
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Jun 9
Can confirmed. Bought 3 shares at Safeway.
Jun 9
INVESTOR DEMAND FOR SPACEX IPO APPROACHES FOUR TIMES OVERSUBSCRIBED - SOURCES
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