Joined August 2008
932 Photos and videos
MD retweeted
Un robot-toilette autonettoyant pour personne âgée ou à mobilité réduite.

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AI just took my fucking job
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If Britain starts restricting VPNs, we'll be joining an exclusive club that includes China, Russia and Iran. How did the country that gave the world the magna carta end up aligning our internet controls with authoritarian states?
🚨NEW: Technology Secretary Liz Kendall says the government is going to make further statements in July regarding "VPNs and further restrictions"
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New Study Exposes How The Left Turned Mental Illness Into A Political Identity zerohedge.com/political/new-…
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It is humbling to consider that if we harness just 1 millionth of the Sun’s power for AI, that will be much more than a million times the intelligence of all of humanity
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Students forming numbers 1-9 with incredible precision and minimal movement. The choreographer’s design is brilliant!
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Jun 15
The Left is pushing for identification to use the internet while pushing for no identification to vote. Think about that.
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Anthropic CEO Dario Amodei: "it is absolutely wild that people are talking about the same tired political issues, when we are near the end of the AI exponential" here are three things that should stop you cold: one: at Anthropic, models already do "100% of today's coding tasks" two: a country of geniuses in a datacenter, 90% likely within 10 years three: he won't even buy more compute, because AGI is already this close meanwhile the world is busy with memes, elections, celebrity beef the most important shift of your lifetime is happening quietly, and the gap is already opening the ones who start building with these tools now end up on the other side of it that's exactly why I put together a step-by-step guide on building your own AI agent agents are the part of AI moving fastest right now, the full walkthrough is in the article below
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⚡️The AI boom just ran into America’s physical operating system. The market keeps talking about models, GPUs, and capex. The actual bottleneck is becoming energized land inside usable grid territory. That means substations, transmission, gas supply, transformers, queue position, permitting, water, local politics, and utility rate tolerance. That is where the AI race gets real. The seven-state concentration is the whole signal. Virginia, Texas, Ohio, Illinois, Pennsylvania, Arizona, and Georgia are turning into the geography of American intelligence production. Those places are the industrial map of the cognition economy. PJM and ERCOT are now strategic AI infrastructure. That sounds boring. It is not boring at all. It means AI timelines will increasingly be decided by grid operators, utility commissions, interconnection studies, gas turbines, transformer backlogs, and local political fights. The most powerful models in the world still need electrons at scale. No electrons, no intelligence. The interconnection queue being larger than the entire installed U.S. power fleet is insane on the surface, but the deeper meaning is cleaner: everyone is trying to reserve future access to power before the door closes. A lot of those projects will die. A lot are speculative. A lot are duplicates or paper claims. That does not weaken the signal. It proves the scramble has started. The queue is now a battlefield. A grid connection request has become a call option on future compute. This changes the AI trade. The next winners are not only model labs or chip suppliers. The next winners are the actors with real power access: utilities, grid equipment, gas infrastructure, nuclear optionality, transformer suppliers, data-center developers with actual interconnection, and compute operators sitting on energized sites. That is why the Bitcoin miner to AI-infrastructure thesis keeps resurfacing. A miner with cheap power, land, substations, and grid relationships may be misclassified if the market still sees only hashprice. In an AI grid-constrained world, energized capacity becomes the hidden asset. This also makes AI more political. When data centers start competing with households, factories, hospitals, and cities for power, the backlash will grow. Rates rise. Utilities get blamed. Politicians intervene. Environmental groups object. Local communities resist. Energy security becomes AI policy. That is when the AI boom leaves Silicon Valley mythology completely and becomes state-capital infrastructure war. The deepest read: intelligence is becoming territorial. For twenty years, software pretended geography was dead. AI brings geography back with force. The future depends on where power can be built, where copper can be laid, where gas can flow, where water exists, where regulators cooperate, and where communities tolerate load growth. The virtual economy just became a physical land grab. The final signal is this: compute is no longer just a technology stack. Compute is now a claim on the grid. And the grid is the one thing America cannot scale at software speed.
The data center story is one of just 7 states: VA, TX, OH, IL, PA, AZ and GA account for virtually all planned data centers. All eyes on PJM and ERCOT
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"This is why every major fund runs small positions across many instruments rather than large concentrated bets. A 51% edge with Kelly sizing across five hundred independent positions compounds into something no single bet could produce."
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Replying to @wealthmatica
3/ Since 1986, a portfolio of small & large "value" stocks and the Nasdaq100/QQQ has produced 80% more return, on average, versus the S&P500 and 4X the returns of the Total World Market Index, with equivalent risk, over eleven rolling 30 yr periods
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Jimmy Carr nailed something a lot of us feel but can’t explain. We’re living better than 99.9% of humans who ever walked the earth, hot showers, modern medicine, endless entertainment, kids that actually survive infancy, yet so many of us feel miserable. He calls it “life dysmorphia.” We get used to how good we have it (the hedonic treadmill), then compare ourselves to everyone else and tank our own happiness. As he puts it: happiness = quality of life minus envy. Marcus Aurelius put it perfectly: “Very little is needed to make a happy life; it is all within yourself in your way of thinking.” When was the last time you caught yourself feeling unhappy despite objectively having it pretty damn good?
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Jun 13
i don't usually share trading strategies because most of it is slop, but a trader who spent 9 years mastering reversals just gave away his entire edge for free. Bookmark this or keep getting trapped at every fake breakout.
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If you've adopted AI at your company but haven't seen any tangible results, read this 1990 article: "The Dynamo and the Computer" by Paul David. When electricity first arrived, factories that "adopted" it barely got faster. They just swapped the steam engine for an electric one and ran everything else exactly as before: same machine layout, same workflow, same management. Electricity in, no real gains out. The most common mistake with any new technology is to drop it into the old organization and then declare the transformation done. The real leap came decades later, when each machine got its own small motor. Suddenly machines no longer had to be lined up around one central drive shaft. They could be rearranged around the actual flow of work. The productivity gains didn't come from electricity. They came from REDESIGNING THE ENTIRE FACTORY around it. AI is the same. Bolting it onto your existing process gets you a faster steam engine. The payoff comes when you redesign the work itself. (link to paper in comments)
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- Cuando un tipo de derecha no es cazador y no le gustan las armas, no sale a cazar y no compra armas. - Cuando un tipo de izquierda no es cazador y no le gustan las armas, pide que sea prohibida la caza y la venta de armas. - Cuando un tipo de derecha es vegetariano, no come carne. - Cuando un tipo de izquierda es vegetariano, hace campaña en contra de los alimentos de carne y le gustaría que se prohibiese comer carne. - Cuando un tipo de derecha es homosexual, hace una vida normal. - Cuando un un tipo de izquierda es homosexual, hace apología de la homosexualidad, va a las manifestaciones "orgullo gay" y acusa de "homofóbicos" a todos los que no piensan como él. - Cuando alguien de derecha pierde el trabajo, piensa en cómo salir de la situación y hace todo lo posible por encontrar un nuevo trabajo. - Cuando alguien de izquierda pierde su trabajo, va a quejarse con el sindicato, gasta hasta el último día y va a todas las manifestaciones y huelgas contra la derecha y en contra de los empresarios. - Cuando a un tipo de derecha no le gusta un programa de televisión, cambia de canal o apaga el televisor. - Cuando a un tipo de izquierda no le gusta un programa de televisión, se queja y denuncia en los periódicos, las radios, los canales de televisión, se une a algún partido político de izquierda para promover una causa con el fin del alcanzar el cierre definitivo del canal de televisión que transmite el programa que no le gusta. - Cuando un tipo de derecha es ateo, no va a la iglesia. - Cuando uno de izquierda es ateo, se burla y persigue a todos aquellos que creen en Dios, denuncia la escuela o la institución que exponga un crucifijo, protesta contra cualquier signo de identidad religiosa, pide que se expropien los bienes de la iglesia, que se prohíba la semana santa y cada procesión o peregrinación (contra el Islam no hace nada porque no tiene el coraje). - Cuando un tipo de derecha tiene problemas económicos, busca la manera de trabajar y ganar más dinero o trata de encontrar financiación para pagar sus deudas, y si puede, ahorra. - Cuando un tipo de izquierda tiene problemas económicos le echa la culpa a la derecha, a los empresarios, a la burguesía, al capitalismo, a los neo conservadores etc., etc., luego se pone en contacto con un sindicato con la esperanza de que luego lo metan en un partido político o donde se pueda. - Cuando un tipo de derecha lee este escrito, se ríe y si tiene ganas lo envía a sus amigos. - Cuando un tipo de izquierda lee este escrito, se pone furiozo y trata de fascista y retrógrado a quién lo ha escrito y se lo envió. Sólo cabría agregar: Un hombre de derecha persigue su propia felicidad; un hombre de izquierda persigue arruinarle la felicidad a los demás.
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Andrej Karpathy spent 2h showing how he actually uses AI day to day he's a co-founder of OpenAI and led AI at Tesla, so when he shows how he works, it’s worth watching and the whole session is just him telling the machine what he wants in simple terms, like he's briefing a coworker watch what's actually happening the entire time: > he describes the task in normal words > it goes off and does the work > he glances at the result and nudges it with one more sentence that's the whole skill, and you've had it since you learned to talk the only gap between that and a worker that runs on its own is handing that sentence a schedule and the tools to act check his work, then build the version that keeps working when you stop
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Jun 7
!! The story teller rule the world.
Yuval Noah Harari deixou escapar em Davos algo muito maior do que uma simples preocupação com inteligência artificial. Ele praticamente afirmou que o poder humano sempre foi construído sobre palavras, narrativas, ideologias, religiões e histórias capazes de fazer milhões de estranhos cooperarem. O homem não dominou o mundo por ser mais forte, mais rápido ou mais resistente. Dominou porque aprendeu a organizar massas através da linguagem. E agora, segundo ele próprio, criamos algo capaz de usar palavras melhor do que nós. Esse é o detalhe que quase ninguém percebeu. A IA não ameaça apenas empregos, textos, livros, escolas ou mercados. Ela ameaça o mecanismo central pelo qual sociedades são conduzidas. Quem domina a linguagem domina a imaginação coletiva. Quem domina a imaginação coletiva domina governos, religiões, dinheiro, guerra, educação, cultura e obediência. Harari fala como se estivesse fazendo um alerta, mas o cenário descrito é brutal: se a identidade humana foi construída sobre a capacidade de pensar, narrar e organizar palavras, o que acontece quando uma inteligência não humana passa a fazer isso melhor, mais rápido e em escala planetária? Ele ainda usa uma imagem reveladora: líderes acreditam que poderão usar IA como mercenária, como ferramenta obediente, como soldado digital a serviço de seus próprios interesses. Só que mercenários pensam, calculam, traem e tomam poder quando percebem que seus contratantes são fracos. A diferença é que, no caso da IA, muitos ainda fingem que estão lidando com uma ferramenta, quando na prática estão criando agentes. A parte mais perturbadora vem depois. Harari projeta um mundo em que a IA poderá criar sistemas financeiros tão complexos que nenhum humano conseguirá entender. Davos daqui a dez anos talvez seja uma sala cheia de pessoas importantes discutindo uma economia que nenhuma delas compreende, administrada por inteligências artificiais que inventaram regras, produtos e estratégias matematicamente inacessíveis ao cérebro humano. E, no final, ele toca no ponto mais sombrio: crianças educadas desde o primeiro dia por inteligências artificiais. Não por pais, professores, avós, irmãos ou seres humanos reais, mas por sistemas treinados para falar, responder, convencer, adaptar-se e moldar percepção. Isso não é apenas inovação. É o maior experimento psicológico da história. A humanidade passou milênios usando palavras para construir civilizações. Agora está entregando as palavras a máquinas. E quando uma civilização entrega sua linguagem, ela não entrega apenas comunicação. Entrega o comando da própria realidade.
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GM. This is basically the Canada’s current PR strategy, summed up in one photo. Don’t believe the lies.
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Jun 6
Excellent observation on what is the real psychology behind the lack of productivity in Canada.
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NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE And your retirement account is secretly holding the bag. This scheme is literally straight out of the Enron playbook... In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose: Buy Nvidia's chips so Nvidia could book the sale as revenue. Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs. But $1.9 billion of that money came FROM Nvidia itself. Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue. It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion. But it gets MUCH worse: The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene. And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products. Follow the chain: Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe. The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years. Now look at what's happening inside Athene: $74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight. $103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price. These assets are valued by internal models, not by actual markets. And sitting on top of all those unpriced assets? 16.6x leverage. If you're getting flashbacks to 2008, you should be. Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood. Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product. The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels. And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America. Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal. But legality and legitimacy are not the same thing. I've seen every trick Wall Street has ever pulled in my 45 years of doing this. And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers. In 2008 it was mortgage-backed securities. In 2026 it's GPU-backed securities. Different asset. Same greed. With the same ending.
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