Update in Progress | Fellow @boydinst

Los Gatos, CA
Under scarcity it’s expensive to be poor and cheap to be rich. But under abundance it’s cheap to be poor and expensive to be rich. Complete inversion from what you know.
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Excellent AI video going around. Next level from the Harry Potter video of a few years ago.
anabology
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Michael Guimarin retweeted
This will lead to Islamophobia.
The Islamic Conquest of Western Civilization is in full swing. Those that don’t see it are brainwashed, naive and ignorant of civilizational history. Once you do see it, it cannot be unseen so please wake up fellow humans. Please wake up, Liberals and Muslims and see the evil that is Islam. This IDEOLOGY must be erased for humanity to survive.
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You’d think this was a coordinated influence operation on the right, but the right is not that organized.
BREAKING: Rochester General Hospital in New York hired 82 resident doctors. 80 are foreign workers on H-1B or J-1 visas. Only 2 are Americans. 98% of the residency slots went to visa workers- mostly from countries with documented USMLE cheating. Americans got 2 jobs.
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This is insane.
Look at this chart. These are American residency programs. Red = foreign resident doctors. Grey = Americans. Some hospitals are almost 100% foreign. A lot of these doctors came in on visas. Some have been tied to fake credentials and USMLE cheating scandals. I pay the premiums. I wait months to be seen. Taxpayer-funded Medicare GME money(over $21 billion a year) is training these foreign doctors instead of Americans. And I DO NOT even trust these doctors ! Why should we keep funding this?
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Michael Guimarin retweeted
The way this worked was that state U trained local boys who liked their home. Local boy bought a practice from old local boy. He bought radiology, labs, etc and billed the local hospital that he was on the board of. He got fairly rich and locals knew their doctor. (1/x)
Yes of course we can educate more US born medical students (expensively), but that does not mean that more are going to choose to be a family medicine doctor in rural Alabama or a pediatrician in the poorest part of The Bronx.
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Michael Guimarin retweeted
17 months of growth. Some of it was emotional.
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Ajac is impressive in person as he is online. Zero daylight between the two personas.
AJAC may be the most impressive person I’ve had the fortune to connect with on X. I initially knew him as a fitness guy with a large following. Every time I pay attention to him, I realize there’s another subject this dude has an absurd amount of knowledge about. Listening to him talk about chemical manufacturing RN I’m realizing I haven’t even scratched the surface. Most of it is over my head, but it’s a privilege getting a glimpse into his world just listening to him talk about what he does. And somehow, with everything he has going on, he’s also one of the most accessible and genuinely willing to help people I’ve met on here. Incredibly impressive dude.
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This observation, while brilliant, will go over 99% of people’s heads. Tumble and turn.
Peter Thiel has an incredibly advanced understanding of psychology:
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This is when the insectoids broke away obviously. 😂
The 214-million-year-old Manicouagan impact structure in Quebec, Canada, forms a 40-mile-wide ring lake visible from space.
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The 🇺🇸 American Way.
Highly paid employees vs "cheaper": Back in 2007, Mr. Jozef, a 1st gen Polish immigrant, was relocating from NY to south and showed up for interview at my new 5axis shop.... in tweed suit & tie (leather briefcase too) He had titanium 5axis machining experience and as9100 quality systems. He said "i know I wont get salary I had in NY but hoping for a good offer". I offered him $1 *more* than his NY salary. He was stunned and teared up a little. He contributed greatly to many of the 5 year Boeing contracts we won. We grew from 8 people to 100, and from 850k to over $20 million. Jozef never scrapped one part in almost 10 years before he retired. Not one. But most importantly --> he trained many apprentices. Many went on to become awesome 5axis machinists and some programmers too. Hire the best. Pay so well you think it hurts. It will be worth it.
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My read is SpaceX is giving the most stable inference to grok users so they’re able to build consistent systems. In theory they aren’t the best, but the delivered experience is the best.
Grok is the leading client for agentic traders on Coinbase currently.
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The quip at the end about Fukuyama is classic Thiel.
Peter Thiel says there's a good chance that the Democrats win the 2028 election in a landslide "I'm still a Vance partisan. I'm worried that it will be very difficult for either candidate to win. My pessimistic view is that this is the wrong question." "The right question would be who would be the Democratic nominee." "Obviously, in a close election, the center-left candidate is probably better. Unless it's a close election, it probably doesn't matter. And I think there's a good chance that it won't even be close." "If the Republicans lose the midterm elections this fall, the Democrats will think that they're going to win anyway in 2028, and so they probably won't be as strong a firewall against the Democrats. They will not take all steps to prevent a democratic socialist from winning." "I think the Democrats will do well enough in the midterm elections, in a month and a half, that they'll be indifferent to the center-left or the far-left presidential candidate. And then it's a completely open field, a completely open question." "I had this debate with Fukuyama, author of The End of History and the Last Man. He no longer fully believes in his theories. But when I told him there's a good chance the democratic socialists will win in 2028, he replied with absolute certainty: 'No way. This will never happen.' And I don't think history is designed that way."
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The inference gap in the real world. SpaceX is 🚀 their data center buildout.
Hearing from like 4 different people now that demand for AI is S curving extremely hard inside every single F500 company Fable generation models have completely failed to increase willingness to pay / demand This explains all the recent behavior
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Michael Guimarin retweeted
From a Boydian perspective, AIs use ODA (observe, decide, act), not OODA (observe, orient, decide, act). Adding a few incentives and goals won't change that.
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Michael Guimarin retweeted
We need a right to bear open source AI models.
Treasury Secretary Scott Bessent: The US needs more open-source AI models. "We can't let these large labs have regulatory capture because that will stop innovation." He also said that stronger US open models are a strategic weapon against China, whose models are heavily built by distilling capabilities from American models. --- (full video on 'GOPFinancialServices' YT channel, link in comment)
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Michael Guimarin retweeted
Congratulations to the @Tesla_Semi team on engineering and, even harder, bringing to production an amazing machine!
Semi is here Today, we're launching high volume production
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Deep dive but important on The Inference Gap. Key takeaway: the model may be the frontier but how it’s delivered via the amount of inference capacity matters. I was shocked to see users getting 100x fewer inference tokens in their tasks than the models got when pursuing benchmarks that are used to advertise capability and set pricing.
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Michael Guimarin retweeted
Replying to @vasalex93
1. We will keep accelerating. Our AI efforts are only 3 years old, vs 6 and 10 years old for Anthropic and OpenAI. If our second derivative remains strong, SpaceX will reach pole position in about 6 months. 2. Once you far exceed the caliber of intelligence needed for a class of tasks, additional intelligence is pointless. You don’t need (and it would be cruel to put) Newton-level intelligence in your toaster! 3. Hardware is hard. Bringing massive compute online rapidly is incredibly difficult. SpaceX has demonstrated exceptional ability in this regard and will only get better.
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