Pinned post
Marcelo P. Lima
Verified account This account is verified. Learn more@MarceloLima
Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: memosbyhh.com
4.3K Following 31K Followers 50K Posts
Latest posts 5
Enterprise software companies are going to need to get fit.
Anthropic is so efficient, its entire opex is less than the sales & marketing line item of the median ent software comp group (CRM, CRWD, FTNT, NET, NOW, ORCL, PANW, PLTR, SAP, SNOW)
Anthropic is so efficient, its entire opex is less than the sales & marketing line item of the median ent software comp group (CRM, CRWD, FTNT, NET, NOW, ORCL, PANW, PLTR, SAP, SNOW)
The Nvidia CUDA moat is gone. Anthropic sees all compute as fungible and it only took Mythos 3 days to figure out how to run itself on AMD hardware.
This is my favorite conspiracy theory. The proof by OpenAI, by the way, is 1,147 pages long 🤯
Three and a half weeks ago, a paper in Yang-Mills theory was intercepted by 5 people. Despite no reason for taking "Custody" nor need for "Shepherding".
Since no one else is saying it, let's review:
2/5: Octogenarians (85 and 88) who have been Washington's "Steady Hands" in Physics and Math for 50 years.
4/5: String Theorists. Despite ZERO mention of String Theory in the work at hand.
1/5: Rennaisance Technologies.
2/5: Stonybrook.
-----
As I have been trying to explain on every major podcast well in advance of this inexplicable 'custody' which happened in front of all our eyes...this is what happens to every major potential change in mathematical physics that comes from outside the "Only Game In Town" crowd. Like clockwork.
This is an enormous story about a tiny number of people: David Gross, Arthur Jaffe, their academic descendants and north shore Long Island. Remove that command and control complex and we go back to being the leading force in theoretical physics.View quoted post on X
Oh good. I'm glad Dario didn't lead with "you're all going to lose your jobs and we'll likely kill you anyways" this time around
Dario Amodei says cancer, Alzheimer’s, heart disease, and mental illness will be relics of the past in less than a decade, and that "we can create an age of miracles"
“You know, if today we look at things like cancer, Alzheimer’s, heart disease, mental illness, these will be relics of the past in, I think, less than a decade."
"And I believe that the company which gets the risks right will also be the company that has the license to operate that society trusts and society believes can build the benefits in the right way."
"I think if we do this right, we can create an age of miracles where humanity is able to solve problems that have eluded us for millennia."
"We have to make sure that all the risks, all the ways that things can go wrong with this technology, we very carefully address those risks as we bring the benefits, and as we have a viable business at the same time.”View quoted post on X
