2nd rate alt governed by 1st principles. data & circuits | politics & art

~/iarbpairs
Replying to @worstcontrarian
born to trade on the floor of the nyse. Forced to arb moderately illiquid token pairs that large entities write off due to sizing concerns
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iArb | 裁定取引 retweeted
I'm realizing how much of a bubble AI twitter is the last few days, most people's view of AI is a magic black box that requires a massive supercomputer/datacenter to run that noone can ever compete with. Fable is 8 gpus and a 4tb csv file bro
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iArb | 裁定取引 retweeted
I had to stop myself the other day, looking at some of my old stuff. It's no good to go there, or to be like wow I really was so good at writing that by hand. It's over. It's better off this way.
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iArb | 裁定取引 retweeted
I emailed Gabe Newell asking if it was true that he spent months practicing Mongolian throat singing at the Valve office he fucking replied
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iArb | 裁定取引 retweeted
insane amount of “it can’t be done” copium by very smart people. sad! the limiting beliefs everywhere run rampant. stop operating under your old world model, it’s dead. move on.
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iArb | 裁定取引 retweeted
Palmer Luckey tries on Meta's new VR Glasses in a demo and says "wow" "What's the weight on this." [100 grams] "These optics are doing a great job of projecting ambient reflections." "Wow, wow, that's way out there. Look at that." "Whoa, whoa, whoa. This supports DisplayPort over USB-C? There's a lot of people who have been asking for that for a very long time." "Wow."
Zuckerberg reveals "Muse Charm," a keychain device packing the whole Muse agent including voice and avatar, shipping December
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iArb | 裁定取引 retweeted
Replying to @scaling01
I don't care anymore. Bring it. Bring it the fuck on. We need to accelerate, and get out of these dark ages
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iArb | 裁定取引 retweeted
You're all better off thinking about LLMs as brute-force tools
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iArb | 裁定取引 retweeted
At this price point you can run opus twice, take the best output, and finish 3 times faster vs. jippity while still paying less. They're gonna need that jalapeño sometime soon.
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iArb | 裁定取引 retweeted
if you have ever met a biology major, you would understand that a leetcode medium is like navier stokes millennium problem level to them
this is a leetcode medium lol
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iArb | 裁定取引 retweeted
the real reason they don't want you doing biological research with claude is because you might make a billion dollar discovery before they do it has nothing to do with public safety
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR. We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use. Read more: anthropic.com/news/claude-di…
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iArb | 裁定取引 retweeted
Gentle reminder to cancel your Claude subscription before it renews, Opus 5.5 should be in the "nerfed" stages by then
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iArb | 裁定取引 retweeted
I expected to see Sparks hit $5000 by October, and $6000 by Christmas MSRP, never expected them all to sell out like this, feels like a big indicator that the ship has left the dock. Either we're at peak mania and some magical fairy dust makes the market reverse or you need to grab whatever compute you can if you're at all interested in local ai. On the Sparks in particular if we do get a restock based on previous restocks we'd get anywhere from 60-100 units max, not sure how they'd be distributed but I anticipate based on how this all went they'd be snapped up in a day maybe 2. I'll of course post if I see any positive movement I hate being a doom poster on all of this lately. In my opinion coming from just a random dude we'd need at least two solid restocks to stop the run on them, I have no insider knowledge but that just doesn't feel likely to happen.
It's all done. The final Spark at Microcenter is gone, Columbus Ohio has fallen. Expect a small bump after 3 days for any people who reserved and don't pick it up but that will be single digits.
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iArb | 裁定取引 retweeted
One store remains with Sparks in stock. Columbus Ohio 17 left in the nation. They're all gone unless you're in the midwest.
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iArb | 裁定取引 retweeted
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR. We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use. Read more: anthropic.com/news/claude-di…
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Sharing Microcenter Spark inventory news early... we're at 27 left nation wide... Dallas and Columbus walls of 25+ have fell.. 19 of the Sparks are in Ohio right now We might be out today completely
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iArb | 裁定取引 retweeted
Open interest reached an all-time high of $18B on Hyperliquid
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WHAAAAT?! There was this much slack left?! LLMs were telling me about limitations of Metal when I used them to write a custom inference stack (turned out meh), but I had no idea…
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iArb | 裁定取引 retweeted
Yeah we stopped juicing margins and started actually training again on july 1st 12:01am ahahaha
Opus 5.5 is way, way, way better than Opus 5. Sorry about that model, please try this one.
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iArb | 裁定取引 retweeted
cope. seethe. rage Welcome to the finale I partnered with the Wall Street Journal to release this article Probably the single worst hit piece ever written about @Kalshi Guess people will think twice before insulting me in public again wsj.com/finance/currencies/5…
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iArb | 裁定取引 retweeted
even if u havent caught this pump u shud still cheer for this move bcuz there is no better marketing for our space than coins going up vertical
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