@ShafronTom Avatar @ShafronTom Tom Shafron

Tom Shafron posts on X about money, debt, china, inflation the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance countries technology brands celebrities stocks cryptocurrencies currencies travel destinations automotive brands fashion brands

Social topic influence money, debt, china, inflation, elon musk, $aer #9, gdp, gdp growth, spacex, grok

Top accounts mentioned or mentioned by @grok @elonmusk @fishtowncap @openai @kaiwongcn @tonypeterson888 @nguoiyanqui @dctwining @ft @spacex @shaunrein @avpelk @kaidiwu @tristansnell @michaelaarouet @thegreenebj @andrewcoye @kyleichan @paulskallas @patricianpino

Top assets mentioned Aercap Holdings N.V. (AER) GrokCoin (GROKCOIN) StarLink (STARL) ArchLoot (AL) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) StarShip (STARSHIP) Motorola Solutions Inc (MSI)

Top Social Posts

Top posts by engagements in the last [--] hours

"@MParakhin For removing the [--] per topic limit why not just let people opt in with a disclaimer to unlimited Bury it in the settings so only people that really want to do it are able to and understand the choice they're making"
X Link 2023-02-19T17:14Z [---] followers, [---] engagements

"@claimguy1 @rsg I'll give you better higher education but not schools and not crime. I'll take our "insurance crisis" any day. it's not that big a deal. state budget surplus (yeah we have surpluses) is 20x underwriting losses"
X Link 2023-11-09T13:45Z [--] followers, [--] engagements

"@AvivaKlompas Now do Jewish population in Europe and Middle East"
X Link 2023-11-19T00:31Z [--] followers, [--] engagements

"@soroushjp @OpenAI Agreed for example in cases of fraud criminal activity learning of a massive scandal (sexual assault etc.) and a few other similar reasons Not because of a disagreement on strategic direction"
X Link 2023-11-19T01:09Z [--] followers, [--] engagements

"@bunchofnumberz1 @AravSrinivas Reflection is done during inference. Adversarial LLM criticizes the answer and it's fixed before responding to user. It's more expensive to do but 3rd parties do this to various extent (bing etc.). The issues with RLHF hallucinations were only discovered earlier this year"
X Link 2023-11-27T18:17Z [--] followers, [--] engagements

"@pmddomingos @sama @OpenAI @ilyasut I think they know that already. my guess is that it's whatever @ilyasut wants to do"
X Link 2023-11-30T17:30Z [--] followers, [---] engagements

"@MarceloPLima Just another thing that sharks with laser beams attached to their heads would solve"
X Link 2023-12-01T15:37Z [--] followers, [--] engagements

"@Rufus87078959 @IntuitMachine Nah just train an AI to be a prompt engineer 😎"
X Link 2023-12-01T16:16Z [--] followers, [--] engagements

"@0xgaut The story of yahoo is don't listen to wall street when they give you business advice. They know less about your business than you do"
X Link 2023-12-03T15:46Z [--] followers, [---] engagements

"@amanrsanger @cursor_ai Nvidia badly needs serious competition. Seems like it's finally coming"
X Link 2023-12-09T20:49Z [--] followers, [--] engagements

"@RobLynch99 @ChatGPTapp @OpenAI @tszzl @emollick @voooooogel New system prompt "you are a 10x engineer that grinds in December like it's August" 🤣"
X Link 2023-12-11T18:59Z [--] followers, [---] engagements

"@darengb @8teAPi Right out of the Apple/Samsung playbook"
X Link 2023-12-14T20:05Z [--] followers, [--] engagements

"@Phil_Lewis_ I didn't see credit rating in the list of variables CNN looked at. bad credit is a non-starter for a bank"
X Link 2023-12-16T00:50Z [--] followers, [--] engagements

"@UrwaRajpoot2 @Phil_Lewis_ what about credit rating Odd that wasn't on the list considering debt to income and credit rating are the [--] primary variables"
X Link 2023-12-16T00:52Z [--] followers, [---] engagements

"With the state of AI robotics EVs etc. The original blade runner timeline is looking more accurate than the remake"
X Link 2023-12-16T05:29Z [--] followers, [--] engagements

"@1004alltime @plemy11 How can you possibly believe something so silly"
X Link 2023-12-17T05:36Z [--] followers, [---] engagements

"I agree this likely isn't happening but there's nothing stopping it from happening. each reply is a completely independent API call where the entire chat history to that point is sent as input. The API has no memory of the previous responses"
X Link 2023-12-17T20:04Z [--] followers, [----] engagements

"@psidart @Noahpinion interesting theory. might have some validity"
X Link 2023-12-18T16:22Z [--] followers, [--] engagements

"@andrewcoye Looking like they'll buyback another 14m shares over next [--] months. 👍"
X Link 2023-12-22T05:17Z [--] followers, [--] engagements

"@antoniogm No you'd be taxed a lot more in most of Europe. France tax rate is 46% of GDP Italy 42% Germany 38% spain and uk 33%. US is 27%"
X Link 2023-12-26T01:14Z [--] followers, [---] engagements

"@PragmaticZone @antoniogm Finland is 43% of GDP when you combine all taxes"
X Link 2023-12-26T01:15Z [--] followers, [--] engagements

"@robert_zubrin @davidpgoldman @ElbridgeColby Taiwan is an island surrounded by mountains. China is dependant on food imports via shipping. Can't get much more defensible"
X Link 2024-01-01T19:49Z [--] followers, [--] engagements

"@JanetMi54884187 @Traceskipper @sspain0520 You're talking about the market. I'm asking about that specific company which receives 100% of their revenue from the gov't. Does the gov't control the means of production at that company"
X Link 2024-01-02T21:00Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT Nominal GDP is just comparing GDP in common currency after applying the exchange rate. It has nothing to do with central govt debt levels"
X Link 2024-01-05T13:06Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT Real estate and construction projects are a large percent of China's economy and they've built too much already using inflated valuations to borrow (Japan 80s)"
X Link 2024-01-06T12:54Z [--] followers, [--] engagements

"@JHOcompany @timecaptales @historyinmemes Downey is a great actor but someone coming from hollywood to make a moral judgement on wall street is rich to say the least"
X Link 2024-01-07T17:44Z [--] followers, [----] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT I don't make things up inflation adjusted vs current dollar GDP growth"
X Link 2024-01-07T22:42Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT Ok but you still didn't do that did you To be clear I expect total debt to increase over time ideally relatively in line with GDP increases. I was just pointing out again that you shouldn't look at federal debt but total debt"
X Link 2024-01-08T01:12Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT once again you're only looking at central gov't deficit/debt"
X Link 2024-01-08T01:24Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT US GDP growth is inflation adjusted (called "Real GDP growth). They subtract inflation before reporting it. Deficits and debt are current dollars. As I already showed you in q3 '23 for example 4.9% Real (inflation adjusted) vs 8.3% current dollar GDP growth"
X Link 2024-01-08T01:32Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT I was pointing out the difference between Real GDP growth which is GDP growth minus inflation and current dollar GDP. Growth in debt should be compared to current GDP growth not Real GDP growth"
X Link 2024-01-08T01:49Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT I think i was clear. You need to compare like terms. If you're going to compare gdp growth to increases in debt or deficits then they either both need to be inflation adjusted or neither. You can't use inflation adjusted gdp growth compared to unadjusted deficits"
X Link 2024-01-08T12:34Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT Yr [--] $100 GDP $100 debt Yr [--] 5% inflation $107 GDP $105 debt Real GDP up 1.9% - $107 / $105 GDP up 7% - $107 / $100 Debt up 5% - $105 / $100 Adjusted Debt up 0% - $105 / $105 GDP growth 7% vs debt growth 5%. or Real GDP growth 1.9% to adjusted debt growth of 0%"
X Link 2024-01-08T18:49Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT Your post below has a good chart. As shown China and the US have similar total debt to GDP ratios. The increase year over year in that ratio is a better measure of which country is requiring more debt to grow (China's ratio is growing much faster). @ShafronTom @nguoiyanqui @DCTwining @FT Yes total public + private debt to GDP for CHINA & USA is around 270% but a larger proportion of Chinas debt is corporate which is backed by asset unlike government debt. Chinas GDP growing [--] X faster $3.17 T reserves higher savings rate. Higher spending = bigger"
X Link 2024-01-09T18:28Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT Unfortunately I can't time travel so can only compare the past. Not sure why they downgraded but they usually explain in the reports. If I recall correctly china has a lower credit rating"
X Link 2024-01-09T19:17Z [--] followers, [--] engagements

"@IanJaeger29 Purple finger paint after voting"
X Link 2024-01-09T22:26Z [--] followers, [--] engagements

"@TonyPeterson888 @nguoiyanqui @DCTwining @FT Yield is set by central gov'ts. exchange rates are set by market (except to the extent China interferes with the rate). Can you post the reason stated on the downgrade I'm guessing it's got a political component to it (possibility of gov't not agreeing on budget)"
X Link 2024-01-10T14:17Z [--] followers, [--] engagements

"@DavidSacks I'm so confused. aren't you also saying we shouldn't respond to the Houthi's attacks on our shipping"
X Link 2024-01-12T23:56Z [--] followers, [---] engagements

"Ok this video is super cringe and pathetic. the only thing worse is the comments about it. Is the entitlement and idiocy a generational thing or is it a social media thing The parent company of WebMD made an unbelievably bad video telling workers to come back to the office. Bob Brisco CEO of Internet Brands says "We aren't asking or negotiating at this point." And somehow that's not even the worst part. https://t.co/YIgmufgISK The parent company of WebMD made an unbelievably bad video telling workers to come back to the office. Bob Brisco CEO of Internet Brands says "We aren't asking or"
X Link 2024-01-13T13:52Z [--] followers, [--] engagements

"@micsolana You don't get the best performance out of anyone by paying them a fixed salary. Set the compensation based on performance metrics (GDP growth federal spending/budget private employment etc.)"
X Link 2024-01-17T00:00Z [--] followers, [--] engagements

"The opposite is historically true for example video game budgets increased in the face of tools like unreal that were supposed to level the playing ground for indie devs. Demand goes up budgets go up bar is raised. The traditional VC model makes no sense today: - If VCs believe their own thesis: AI enables vast efficiency gains across tech. - Read: A product that used to cost $2M to build might now cost $200K. Why take insane dilution from a VC vs. bootstrap and own it all The traditional VC model makes no sense today: - If VCs believe their own thesis: AI enables vast efficiency gains across"
X Link 2024-01-17T12:23Z [---] followers, [--] engagements

"@wsourdeau @skdh That's because it is. All government spending is socialist by definition. Redistribution (UBI unemployment compensation pensions such as social security etc.) are not socialist"
X Link 2024-01-18T14:42Z [--] followers, [--] engagements

"@krishnanrohit nah I was assured history was over"
X Link 2024-01-18T17:04Z [--] followers, [--] engagements

"@MsTikq @wsourdeau @skdh Wait now the US was obligated to help Did we have a treaty"
X Link 2024-01-18T20:04Z [--] followers, [--] engagements

"@MsTikq @wsourdeau @skdh If we didn't you'd be speaking to me in German right now"
X Link 2024-01-18T20:06Z [--] followers, [--] engagements

"@MsTikq @wsourdeau @skdh No I view it as a neccesary evil that prevented the nazis from taking over Europe Africa Middle East and a significant chunk of Asia"
X Link 2024-01-18T20:08Z [--] followers, [--] engagements

"@MsTikq @wsourdeau @skdh I'm not following your logic. We're responsible for what the Soviet Union did because we didn't stop them So the whole world is our responsibility and everything good and bad that happens in it"
X Link 2024-01-18T20:10Z [--] followers, [--] engagements

"@MsTikq @wsourdeau @skdh You're such a clown. The areas the Soviets took were already taken over by the Nazis and then the Soviets took them from the Nazis. Any areas we freed we spent our blood and treasure to rebuild and set free only to have them whine about it like spoiled children"
X Link 2024-01-18T20:14Z [--] followers, [--] engagements

"@DaSkrubKing Or. monkeys randomly throwing darts at a list of stocks do better than the average "expert" stock pickers. If you don't know anything about a topic how can you tell who really is an expert and who's full of it"
X Link 2024-01-19T18:58Z [---] followers, [--] engagements

"@BrandrissMark @moreisdifferent @Andrewnsnyder Human rights are independent of human constructs. Good human constructs try to protect those rights"
X Link 2024-01-24T13:33Z [--] followers, [--] engagements

"@BrandrissMark @moreisdifferent @Andrewnsnyder Exactly you just agreed that good and evil (moraility human rights) exist outside of society and societies choose which to follow. I see no disagreement between our views"
X Link 2024-01-24T13:58Z [--] followers, [--] engagements

"@WholeMarsBlog $MSFT. they're charging office365 users $30/month extra (to start)"
X Link 2024-01-28T00:09Z [--] followers, [--] engagements

"@elonmusk @SawyerMerritt Nah that judge clearly knows how to build a car company better than you"
X Link 2024-02-01T00:23Z [--] followers, [--] engagements

"@rafdas91300 @nntaleb No I think that's an arbitrary number. I equate it to looking at the balance sheet of a G&A department of a company. You need to look at the entire company's balance sheet to judge. If the gov't needed to they could increase taxes increase money supply etc"
X Link 2024-02-02T15:32Z [--] followers, [--] engagements

"@Tmac4real1 @Storage_Venture No your risk tolerance is higher when you have 150k cash in the bank"
X Link 2024-02-03T01:33Z [--] followers, [--] engagements

"@pandersail @mvlcfr190 @HProggy @varunramg @alex_valaitis This is unironically true. creating software is a creative process like writing a book painting shooting a movie designing a building. it is deeply fulfilling and can allow you singularly to impact the lives of millions of people"
X Link 2024-02-03T14:13Z [--] followers, [---] engagements

"@BasedBeffJezos Deflation+UBI is even better"
X Link 2024-02-04T15:31Z [--] followers, [--] engagements

"@cybrdelic Nah there would still be scarcity in [--] dimensions (3d + time). 😎"
X Link 2024-02-04T20:37Z [--] followers, [--] engagements

"@AndrewCurran_ People see it when they were outside the frontier and are now inside"
X Link 2024-02-12T14:52Z [--] followers, [--] engagements

"@LukeHosey @Angola_Maldives @GrandPotato76 @alexlmiller @PstafarianPrice That's the artsy BA definition 😋 The BS definition is productivity = output / input. For humans the input is labor hours and the output is the value of the goods/services produced"
X Link 2024-02-14T20:56Z [--] followers, [--] engagements

"@LukeHosey @Angola_Maldives @GrandPotato76 @alexlmiller @PstafarianPrice 🤣"
X Link 2024-02-14T21:16Z [--] followers, [--] engagements

"John Plueger on $AL call regarding aircraft "we've had leases extend either extend at higher rates or to a new lessee at higher rates than the original leases." That is like a [--] year old car leasing for more now than when it was new. Major supply/demand imbalance"
X Link 2024-02-16T14:40Z [--] followers, [---] engagements

"@FishtownCap @Feynman_19 Yup most are signed [--] to [--] years in advance. Supply demand imbalance shows up in gains on sales today and lease revenue in a couple of years. They're also adjusted to interest rates at time of delivery so that will show up quicker"
X Link 2024-02-17T15:31Z [--] followers, [--] engagements

"@OSA_Rochester Their debt maturities are pretty balanced with lease lengths and lease rates are adjusted at time of delivery based on current interest rates. Rates don't really impact them much spreads in credit quality do though"
X Link 2024-02-23T18:24Z [--] followers, [--] engagements

"@FrancisSuarez Well that's a surprise. Didn't you vote for Biden in 2020"
X Link 2024-03-01T14:00Z [--] followers, [---] engagements

"@HowThingsWork_ $NVDA 🤑"
X Link 2024-03-05T21:20Z [--] followers, [---] engagements

"@andrewcoye That's around to my GAAP number. I have them buying back $500m/q continuing their recent trend so averaging about 185m shares. Estimates that go into that: $6.674b basic lease rents -$2.007b interest -$2.567b depreciation -$0.3274b tax +$0.361b amortization adj"
X Link 2024-03-08T12:43Z [---] followers, [--] engagements

"@ChombaBupe But the [--] examples are still megabytes of training data (not including smell and touch). Seeing a dog a single time is hundreds or thousands of examples. Also the neural network is processing all input and training on it not just what is consciously focused on"
X Link 2024-03-08T22:56Z [--] followers, [--] engagements

"@Grady_Booch @brent_alvord @OpenAI @Microsoft I don't see your point. The only thing that needs to be true is that they get a good ROI on the investment. Comparing it to the human brain seems irrelevant no"
X Link 2024-03-30T15:53Z [--] followers, [--] engagements

"@lemechantneolib George Washington is the GOAT. You have abraham lincoln as "decent" Ronald Reagan was great. Jimmy Carter bad to terrible Theodore Roosevelt was great FDR was terrible Nixon was good ("watergate" is a non-scandal nowadays) Churchill was great"
X Link 2024-04-07T00:30Z [--] followers, [--] engagements

"@bscholl That's not unpopular. pretty common knowledge that deflation due to productivity gains is good. The deflation people are worried about is due to drop in demand"
X Link 2024-04-26T14:00Z [--] followers, [--] engagements

"@ThinkAppraiser @Lifeinvestmoney You could also lever up your stocks to increase risk/reward"
X Link 2024-04-30T22:20Z [--] followers, [--] engagements

"@rossiadam Microsoft Apple Nvidia Google Amazon Meta Tesla Toyota Chase Visa/Mastercard Walmart Samsung ASML Home Depot Costco LVMH. ok I'm tired now"
X Link 2024-04-30T22:28Z [--] followers, [--] engagements

"@DividendBreeder AGI and robots 🤓"
X Link 2024-05-05T14:18Z [--] followers, [--] engagements

"$AER is seeing some lease extension 20% above [----] (that's pre-covid) AFTER adjusting for the interest rate adjustments and at 40% longer lease lengths. That is insane. That means they're earning about 60% more on those rents holy crap"
X Link 2024-05-08T14:20Z [--] followers, [---] engagements

"Crazy that it's going to take $AAPL doing a deal with @OpenAI to get $GOOG to move off their butt and put next gen AI into voice assistants"
X Link 2024-05-13T16:44Z [--] followers, [---] engagements

"@alex_conneau @OpenAI Do you feed in speech to text data or other meta data around the audio from pre-processing (through another model or algorithm) or just raw audio tokens in"
X Link 2024-05-13T20:33Z [--] followers, [---] engagements

"@alex_conneau @OpenAI to be clear I mean in addition to the raw audio not instead of"
X Link 2024-05-13T20:33Z [---] followers, [--] engagements

"@lucasradaelli @alex_conneau @OpenAI I don't think it can do full always on video yet but that has got to be coming soon as processing costs drop. Going to be a game changer for millions of people with poor or no eyesight"
X Link 2024-05-13T20:35Z [--] followers, [--] engagements

"Multimodal models learn features across modalities (the golden gate bridge triggers the same model features whether it's the text or a picture of it). The models are building world models and they understand what they're saying. https://www.techrepublic.com/article/anthropic-claude-large-language-model-research/ https://www.techrepublic.com/article/anthropic-claude-large-language-model-research/"
X Link 2024-05-24T18:24Z [---] followers, [--] engagements

"@omnius_eacc On a individual level I'd probably go with @ylecun but. he works at @Meta so it wouldn't be him that controls it going with @elonmusk"
X Link 2024-05-28T12:12Z [---] followers, [--] engagements

"@ikristoph @omnius_eacc @ylecun you forget he works at @Meta"
X Link 2024-05-28T12:13Z [---] followers, [--] engagements

"@tsarnick very unlikely any will still be around but if I had to guess I'd say spacex (asteroid mining and orbit manufacturing)"
X Link 2024-06-03T12:01Z [---] followers, [--] engagements

"@RadarHits that's a bad take. they're a vendor like many other vendors. openai can't just put whatever features/capabilities they want on the phones"
X Link 2024-06-11T15:28Z [---] followers, [--] engagements

"@orrdavid @Nesjamag @FishtownCap Are you getting a better after tax return on $AER with that strategy than buy and hold"
X Link 2024-06-14T21:32Z [---] followers, [--] engagements

"@FishtownCap @orrdavid @Nesjamag Ahh was referring to @orrdavid strategy of buying at 18% irr and selling at 15%. What's your trading approach on it"
X Link 2024-06-14T21:41Z [---] followers, [--] engagements

"@burkov "No different". why didn't I see that Brilliant. And all those chumps spending billions on Nvidia chips to just zip archives ineffeciently and lossy as well. 🥸"
X Link 2024-06-16T00:16Z [---] followers, [--] engagements

"@burkov @nvidia The only thing that stops demand growth for matrix multipliers is a new approach or qualitative improvements in models hitting a scaling wall"
X Link 2024-06-16T00:21Z [---] followers, [---] engagements

"@secretlyaninja @puppyeh1 compare their ROEs and let me know what you find"
X Link 2024-06-26T13:04Z [---] followers, [---] engagements

"@secretlyaninja @puppyeh1 $AER has a lower debt to equity than $AL so their SBB aren't a good excuse. That argument would only make sense if $AER equity was lower relative to asset size than $AL (levered up more)"
X Link 2024-06-26T13:26Z [---] followers, [---] engagements

"@FishtownCap @secretlyaninja @puppyeh1 In terms of growth in per share yes. SBB have been a big benefit to shareholders. But my point is that $AER has higher ROE with lower debt to equity so their operations are more efficient and their fleet is more undervalued (vs GAAP books)"
X Link 2024-06-26T15:04Z [---] followers, [---] engagements

"@secretlyaninja @FishtownCap @puppyeh1 Stock buy backs can increase ROE by reducing equity. $AER has a lower debt to equity than $AL so this is not the reason in this case"
X Link 2024-06-26T17:46Z [---] followers, [--] engagements

"@secretlyaninja @FishtownCap @puppyeh1 incorrect. 1) a portion of acquisition fleet is amortized over course of leases not aircraft life 2) GECAS depreciated faster 3) $AL didn't take COVID write downs 4) ILFC and GECAS were purchased at discounts"
X Link 2024-06-26T17:55Z [---] followers, [--] engagements

"@FishtownCap @secretlyaninja @puppyeh1 Personally (for equity holders) I would count $AL $850m preferred as an increase to debt and a decrease to equity as equity is subordinate to it. This would put $AL at $57.50 adjusted bvps and debt to equity of 3.2x vs $AER debt to equity of 2.7x"
X Link 2024-06-26T18:27Z [---] followers, [---] engagements

"@TNOQuoProQuid let me translate "im a wannabe autocrat and the Roberts Court is standing in the way of my support for regulatory overreach and must be radically restrained as it represents a long-term threat to bureaucratic rule by fiat""
X Link 2024-06-29T15:53Z [---] followers, [--] engagements

"@jefke00 @pembridge_cap This is a spread business higher rates are passed on to customers including adjusters to current interest rates at time of delivery. Since they have a higher credit rating than their customers spreads tend to increase in higher rate environments"
X Link 2024-06-29T20:35Z [---] followers, [--] engagements

"@TristanSnell No according to the supreme court: Congress should write laws not delegate their constitution power and responsibility to the executive"
X Link 2024-06-29T21:18Z [---] followers, [--] engagements

"@marcpliers @RegalMill388 @TristanSnell The supreme court is saying that the executive branch shouldn't be making laws and only congress should. If you heard anything else then it's because you're being lied to"
X Link 2024-06-29T21:21Z [---] followers, [---] engagements

"@marcpliers @RegalMill388 @TristanSnell let me put this in terms you might understand. that's like asking after the refs give a [--] yard penalty in a football game "who are the refs to decide such a thing""
X Link 2024-06-29T21:33Z [---] followers, [---] engagements

"@marcpliers @RegalMill388 @TristanSnell doesn't matter we have a constitution. your options are amend it revolt leave or accept it"
X Link 2024-06-29T21:46Z [---] followers, [---] engagements

"@marcpliers @RegalMill388 @TristanSnell no in what way"
X Link 2024-06-29T21:55Z [---] followers, [---] engagements

"@marcpliers @RegalMill388 @TristanSnell player = citizen ref = judge. how much do I need to spell this out for you"
X Link 2024-06-29T22:30Z [---] followers, [--] engagements

"Why do so many smart people have views far dumber than the average person outside their area of expertise The current US feels like the last years of East Germany with the exception that there is no West Germany standing ready to take over when the present system goes financially and politically bankrupt and falls apart. But perhaps that's just normal Did the US ever work smoothly The current US feels like the last years of East Germany with the exception that there is no West Germany standing ready to take over when the present system goes financially and politically bankrupt and falls"
X Link 2024-06-30T11:54Z [---] followers, [--] engagements

"@on_godot @slow_developer I'm saying this because I don't think she learned about the world by touching it. She used touch to read this is where she learned. learning to read through touch (or sight) is adding a layer of abstraction. Very inefficient. For models text is a literal sense"
X Link 2024-07-08T22:37Z [---] followers, [--] engagements

"@on_godot @slow_developer there was a pretty significant paper by anthropic where they showed the same model features were active when the word "golden gate bridge" and a photo of the golden gate bridge were added to the context. Agree with scale adding more modalities will improve the world model"
X Link 2024-07-09T04:15Z [---] followers, [--] engagements

"@on_godot @slow_developer Quantum Theory and quantum are very different. Quantum is real in my opinion. "Quantum Theory" is just the name of something like "Golden Gate Bridge". Quantum just means things are finite you can't break it down to smaller pieces infinitely. there's a "smallest thing""
X Link 2024-07-09T15:46Z [---] followers, [--] engagements

"$AER sold less aircraft in Q2 than Q1 but [--] of them are 320neos. I'm modeling in $160m gain on sale but this could be a bit low. https://www.aercap.com/investors/news-events/news/detail/571/aercap-leased-purchased-and-sold-246-assets-in-the-second https://www.aercap.com/investors/news-events/news/detail/571/aercap-leased-purchased-and-sold-246-assets-in-the-second"
X Link 2024-07-09T18:00Z [---] followers, [--] engagements

"My estimate is $3.12 adjusted EPS for Q2 on $AER"
X Link 2024-07-09T18:11Z [---] followers, [---] engagements

"@Austen it's only affecting crowdstrike customers not a billion PCs. 🙄"
X Link 2024-07-19T15:34Z [---] followers, [--] engagements

"very impressive What happens when the AI models can solve problems humans can't and we can't even determine if the model is right or wrong https://deepmind.google/discover/blog/ai-solves-imo-problems-at-silver-medal-level/ https://deepmind.google/discover/blog/ai-solves-imo-problems-at-silver-medal-level/"
X Link 2024-07-25T17:14Z [---] followers, [--] engagements

"@cremieuxrecueil @Calcolis Knowledge isn't novel and it isn't created. It is discovered and understood. Most humans do pattern matching on existing human knowledge to expand our understanding of what was discovered. Some do observation and experimentation to expand what we have discovered"
X Link 2024-07-26T14:57Z [---] followers, [--] engagements

"@cremieuxrecueil @Calcolis AI models will soon be better than the best humans at pattern matching. With robotics they will eventually also be better at experimentation and observation"
X Link 2024-07-26T14:58Z [---] followers, [--] engagements

"@kohjingyu Disagree models can pattern match on existing human knowledge and discover connections that humans didn't see/understand. This can then be trained on to improve models. Until we have robotics they will not be able to add new observations about the universe"
X Link 2024-07-26T15:04Z [---] followers, [--] engagements

"$AER. I had the correct gain on sale margin but I had the amount sold a bit higher. Was expecting $160m gain got $130m. at 15% tax that's about [--] cents a share. So was within a cent or two on core (pre gain on sale) earnings. My estimate is $3.12 adjusted EPS for Q2 on $AER My estimate is $3.12 adjusted EPS for Q2 on $AER"
X Link 2024-08-01T13:39Z [---] followers, [---] engagements

"2 most important parts of $AER call to me 1) question on leasing expenses being timing or structurally lower the surprising answer was structurally lower and will continue due to efficiencies with engine business 2) assets in China down to 14% and they're seeing demand for them"
X Link 2024-08-01T13:42Z [---] followers, [---] engagements

"@andrewcoye $SAVE sold the orderbook at cost I would have thought lessors would have fought to buy those positions"
X Link 2024-08-02T12:52Z [---] followers, [--] engagements

"@GrandTokamak @andrewcoye well put it this way. other lessors took write-downs and $AL didn't. Regardless of who was right that is a significant portion of the discrepancy. With regards to $AER their book is actually understated but so are their earnings so due to purchase accounting rules"
X Link 2024-08-04T15:32Z [---] followers, [---] engagements

"@ljp0101 @andrewcoye @jefke00 Oddly only 3.6% of $AL assets are prepayments and 5.4% of $AER's assets are. Maybe some of $AL's other assets are prepayments didn't check but that was surprising to see. $AL's assets are only $500m more than last year. that's pretty steady state"
X Link 2024-08-04T20:49Z [---] followers, [---] engagements

"@ljp0101 @andrewcoye @jefke00 Most of it is the difference in value are between what assets are listed on the books as and what they're actually worth. $AL is pretty clean all OEM purchases. $AER got most assets at discounts in big acquisitions"
X Link 2024-08-05T14:04Z [---] followers, [---] engagements

"@ljp0101 @andrewcoye @jefke00 The lease rates on both $AL and $AER portfolios still haven't recovered from COVID terminations and re-negotiations. Last I checked they were still about [--] to 8% below what I would consider normal. That drop in revenue flows right into pre-tax earnings"
X Link 2024-08-05T22:54Z [---] followers, [---] engagements

"@fiat_money @cafreiman your government education teach you that using your government textbook 😅"
X Link 2024-08-12T20:51Z [---] followers, [--] engagements

"@DinaPomeranz @jacobherbstman Switzerland has 9m people. compare it to nyc. 4/3 is 33%"
X Link 2024-08-14T09:38Z [---] followers, [----] engagements

"@AlfredoBGarcia @jacobherbstman @analisapackham Ireland had 7m people compare to nyc. Luxembourg 700k population compare to DC. Clearly the US economy is superior to Europe"
X Link 2024-08-14T09:42Z [---] followers, [---] engagements

"@AlfredoBGarcia @jacobherbstman @analisapackham You're not comparing the EU to the US. You're cherry picking a small region that is not representative of the entire EU as it's a tax haven for corporate headquarters more accurately compared to nyc which is a banking capital. You are not a serious person"
X Link 2024-08-14T10:18Z [---] followers, [--] engagements

"They finally got me to bite the bullet want to keep up to date with Grok 🤓"
X Link 2024-08-15T00:32Z [---] followers, [--] engagements

"So far Grok is just ok for technical help. I had to rephrase openssl and git questions multiple times. It often gives long winded answers that you need to comb through or an image of a terminal session. Getting better responses from chatgpt and copilot on these"
X Link 2024-08-16T03:18Z [---] followers, [--] engagements

"Rare disagreement with @PalmerLuckey. Price controls are always bad under all circumstances. They remove price signals from the market that tell suppliers to increase production and distribution. Price controls decrease supply. Price controls on groceries aren't strictly bad so much as irrelevant and outdated in modern-day America. Soviet price controls sort of made sense but American grocery stores are hyper-competitive with razor-slim margins (1% last year) they make money through volume. That Price controls on groceries aren't strictly bad so much as irrelevant and outdated in modern-day"
X Link 2024-08-16T03:34Z [---] followers, [---] engagements

"@michaelpachter He's said he's against the tax credit on EVs multiple times"
X Link 2024-08-17T16:48Z [---] followers, [--] engagements

"@kyleichan if that was true the exchange rate would reflect it over time"
X Link 2024-08-19T03:13Z [---] followers, [---] engagements

"@kyleichan this is why GDP is not a good way to compare a countries economy to itself over time but it is a good way to compare [--] countries' economies because this would be reflected in the exchange rate https://x.com/ShafronTom/status/1748417703252025361 Random thought (13 of x): Nominal GDP is a pretty good way to compare production between two groups (countries etc.). Ironically it is not very good at measuring changes in production of a single group over time. which is how it's primarily used. https://x.com/ShafronTom/status/1748417703252025361 Random thought (13 of x): Nominal GDP is a"
X Link 2024-08-19T03:15Z [---] followers, [---] engagements

"@welkerlaw @Noahpinion @kyleichan this is reflected in the exchange rate any attempt to do it manually is subjective and incorrect"
X Link 2024-08-19T03:19Z [---] followers, [---] engagements

"@jaini4mtheblock @Noahpinion @kyleichan PPP is completely arbitrary exchange rates are the invisible hand"
X Link 2024-08-19T03:20Z [---] followers, [--] engagements

"@_ChrisEnoch @KyleKulinski you're mixing ideas. government spending is bad. government debt is not in and of itself bad"
X Link 2024-08-19T04:26Z [---] followers, [--] engagements

"@Nomar5g @KyleKulinski yeah that doesn't really matter. I'm on your side so hear me out. government spending is bad because it's inefficient and wastes our productivity that could be used to make our lives better. The debt we mostly owe to ourselves it's ok"
X Link 2024-08-19T04:29Z [---] followers, [---] engagements

"Random thought (19 of x): Monetary inflation is by far the most regressive tax. It literally taxes people with less assets more than people with more assets"
X Link 2024-08-19T04:55Z [---] followers, [---] engagements

"@jaini4mtheblock Correct GDP can't be measured objectively for a single group over time for this very reason. compareing a smartphone to what came before is a multidimensional task. But. it can be used to compare relative performance of two groups"
X Link 2024-08-19T11:48Z [---] followers, [--] engagements

"@jaini4mtheblock @Noahpinion @kyleichan Yes in the short term GDP is impacted by noise when comparing countries. But I wouldn't trust anyone's opinion on this who hasn't made trillions on currency betting. Free market is smarter than economists' guess at a "basket of goods""
X Link 2024-08-19T11:52Z [---] followers, [--] engagements

"@Bolmercl @welkerlaw @Noahpinion @kyleichan price parity index is a human's flawed attempt at doing it. Exchange rates are the invisible hands accurate attempt. The human method fails for the same reason that control economies fail. The system is too complex for a human to account for"
X Link 2024-08-19T14:15Z [---] followers, [---] engagements

"@Bolmercl @welkerlaw @Noahpinion @kyleichan It's just a basket of goods and services that economists have selected to use to compare economies. It's only as valid as their capability to choose the correct goods weigh them properly and compare them properly (which is a ridiculously complex multidimensional problem)"
X Link 2024-08-19T14:28Z [---] followers, [--] engagements

"@panickssery yes you are. You're confusing profit margin with Return on Equity"
X Link 2024-08-19T21:34Z [---] followers, [---] engagements

"@lindsayballant why aren't corporate taxes 0%"
X Link 2024-08-19T22:04Z [---] followers, [----] engagements

"@haugejostein Compare how people from different countries do as immigrants in the US vs in their own country across whatever metrics you'd like"
X Link 2024-08-20T04:04Z [---] followers, [---] engagements

"@denkai @SarahisCensored ok but your explanation about the expansion of the universe while correct was not related to her question. she wanted to know why constellations don't change due to the Sun's rotation around the center of the galaxy"
X Link 2024-08-20T21:51Z [---] followers, [--] engagements

"@rajatsonifnance We can agree on this. Do not overpay But we shouldn't blame the mortgage for a stupid investment decision"
X Link 2024-08-20T22:42Z [---] followers, [--] engagements

"Has anyone noticed how the total equity value of the US hovers around [--] times the M2 money supply going back decades It's almost like the amount of money in the system is directly related to values and prices. almost like the fed expanding the money supply IS the cause of inflation. nah that's crazy right"
X Link 2024-08-21T02:48Z [---] followers, [--] engagements

"@zerohedge but if that were true wouldn't they have waited to update until after the election"
X Link 2024-08-21T15:28Z [---] followers, [---] engagements

"@dylanmatt there's nothing unjust about it. it's a misunderstanding of money taxes and the economy. he doesn't have a pool of money he goes swimming in. the money is invested in other companies through loans and equity investments which they use to hire people and increase productivity"
X Link 2024-08-22T02:01Z [---] followers, [----] engagements

"@Bringbackthehi5 @dylanmatt The amount he paid down the loan would have to come from income (or another loan and then he's not reducing his interest just moving it). He's either paying interest on the loan or he's paying taxes on the money he uses to repay the loan. Work it out in a spreadsheet"
X Link 2024-08-22T03:35Z [---] followers, [--] engagements

"@TheCeoMethod @CheddarFlow The issue is they can't sell the loans. they don't want them on their balance sheet tying up all that money and concentrating so much risk"
X Link 2024-08-22T03:45Z [---] followers, [----] engagements

"@SpaceCoaster3 @dylanmatt possible his accountants could pull that one off. for the record I'm in the swimming pool should be taxed camp 🤣"
X Link 2024-08-22T03:52Z [---] followers, [--] engagements

"@RockwellVIPER @caroljsroth That's not really correct. printing money covers the over-spending. Monetary inflation is effectively a regressive involuntary tax on everyone"
X Link 2024-08-22T04:22Z [---] followers, [--] engagements

"@JorjeRod @dylanmatt Of course carpenters can and do invest. why would you think they can't Andmany people are more leveraged than billionaires. what do you think mortgages credit cards and car loans are"
X Link 2024-08-22T11:22Z [---] followers, [--] engagements

"@AOC @DNC https://x.com/ShafronTom/status/1739723660917657765 Random thought (3 of x): There is an absolute morality. It is called intention. Intention to hurt is immoral even when the action is good (and vice versa). Example killing to protect others can be moral. Killing out of anger or revenge is immoral. https://x.com/ShafronTom/status/1739723660917657765 Random thought (3 of x): There is an absolute morality. It is called intention. Intention to hurt is immoral even when the action is good (and vice versa). Example killing to protect others can be moral. Killing out of anger or revenge"
X Link 2024-08-22T11:49Z [---] followers, [--] engagements

"@the_valued @The_Acumen I view productivity as being sustainable by definition. if it wasn't then output would decrease and we'd lose productivity. But I think I get your point. we should be thinking about long term productivity and not sugar rush short term"
X Link 2024-08-22T13:25Z [---] followers, [--] engagements

"@SumErgoMonstro @dylanmatt funny that you mention Scrooge McDuck. https://x.com/ShafronTom/status/1826444164025688518 Billionaires often face criticism for not paying their fair share of taxes but this perception stems from a fundamental misunderstanding of how wealth and the economy function. Lets break it down with an example like Jeff Bezos. Contrary to popular belief Bezos's wealth https://x.com/ShafronTom/status/1826444164025688518 Billionaires often face criticism for not paying their fair share of taxes but this perception stems from a fundamental misunderstanding of how wealth and the"
X Link 2024-08-22T14:39Z [---] followers, [--] engagements

"@BuenoForMiami @GunnelsWarren It's not even theirs really. Its mostly invested to boost our economy. As top stewards of capital they allocate resources where they can make the biggest impact. Only a small fraction goes to personal use; most of it drives growth and productivity"
X Link 2024-08-22T14:50Z [---] followers, [---] engagements

"@pauliebeats183 @BuenoForMiami @GunnelsWarren yes because of monetary inflation and real gdp growth. that's what happens. We've had monetary inflation of about 4x and real GDP growth of about 3x so people today will have about 12x more money than [----] all else being equal"
X Link 2024-08-22T18:02Z [---] followers, [--] engagements

"@pauliebeats183 @BuenoForMiami @GunnelsWarren When you account for inflation and real GDP growth the presence of a billionaire class existed before and after the war. It seems you are romanticizing the past. I think we both agree that productivity growth is most important though right"
X Link 2024-08-22T18:43Z [---] followers, [--] engagements

"@john_voorheis The reason to not tax unrealized gains is because it's incredibly stupid and self-destructive. I'm sure if we wanted to do something incredibly stupid and self-destructive we could figure out how"
X Link 2024-08-23T17:25Z [---] followers, [--] engagements

"@levelsio You can do webauthn with email link as well. can be done with simple lambda function backed by EFS hash to file store for almost nothing"
X Link 2024-08-24T14:11Z [---] followers, [---] engagements

"@thejohnmarc @BullandBaird @cullenroche Just as equally stupid as comparing a smartphone to a CRT TV"
X Link 2024-08-24T21:20Z [---] followers, [--] engagements

"Withholding judgement on the Telegram CEO arrest. but I'd sadly recommend US CEOs esp @elonmusk avoid travel to the EU until we understand more of what he's guiltily of. Maybe I should also after this tweet. could be against their "laws" (intentional scare quotes)"
X Link 2024-08-25T14:17Z [---] followers, [--] engagements

"@cullenroche @StevenPolet @BullandBaird Maybe a first principles approach to measuring output would indirectly get us true inflation. i.e. the number of designed/engineered features we create per yr (physical and IP). For example a transistor a bend/hole bits transported function of code etc"
X Link 2024-08-25T14:46Z [---] followers, [--] engagements

"@NinosMaron @farzyness you're going to have to explain your logic on that. I don't see how banks are dependent on fed gov't debt"
X Link 2024-08-26T16:11Z [---] followers, [--] engagements

"@farzyness deficits are paid by increasing the money supply which devalues money which devalues the debt. whether the govt collects taxes or increases the money supply is the same net result. increasing money supply is just another form of tax ignore the deficit and focus on spending"
X Link 2024-08-26T16:17Z [---] followers, [--] engagements

"@NinosMaron @farzyness Got it so you don't know 🤔"
X Link 2024-08-26T16:34Z [---] followers, [--] engagements

"@tonywestonuk Allocating human labor ineffeciently hurts everyone productivity is most important. Increasing the money supply is just another form of tax a very regressive one"
X Link 2024-08-27T03:04Z [---] followers, [---] engagements

"@tonywestonuk @alqamar30 @GeorgieSpirit You think govt allocates human labor more efficiently than private enterprise"
X Link 2024-08-27T03:17Z [---] followers, [--] engagements

"@BottomCenter @maiamindel You're blaming the problem on the EC when the problem is political parties"
X Link 2024-08-27T03:24Z [---] followers, [---] engagements

"@tonywestonuk @askquantum You are implying there is an intrinsic value to money. There is a value of labor output. Let's call this output units. The more money there is then the more $/output unit. If the money supply doubles and all else being equal then prices double over the long term"
X Link 2024-08-27T11:24Z [---] followers, [--] engagements

"@askquantum @tonywestonuk The govt is only a portion of our output (about 1/3) and it is the least productive because it has no competition. As long as the economy has debt it's investing in growth govt debt is just a portion of total debt. Now if the majority of an economy is govt then"
X Link 2024-08-27T11:43Z [---] followers, [--] engagements

"@timreward10101 @Da___Wolf @maiamindel I don't accept your assertion but that's irrelevant. Productivity can occur without competition. It just occurs much much faster with competition"
X Link 2024-08-27T14:50Z [---] followers, [--] engagements

"I don't disagree. interest rates are probably too high right now based the leverage ratio of the country declining so rapidly. whether the fed should exist and set rates is another issue. Its time for a big cut in interest rates by the Fed at least [--] basis points. Chair Powell already admitted hes waited too long. Delay puts too many jobs at risk and threatens our entire economy. Its time for a big cut in interest rates by the Fed at least [--] basis points. Chair Powell already admitted hes waited too long. Delay puts too many jobs at risk and threatens our entire economy"
X Link 2024-08-27T14:53Z [---] followers, [--] engagements

"@askquantum @tonywestonuk machinery that was created with human labor. our entire economy is based on outputs of human labor. at some point in the value chain a human is doing labor to create the output machines are a force multiplier on human labor"
X Link 2024-08-27T15:51Z [---] followers, [--] engagements

"@levelsio That's pretty based for a euro 😀"
X Link 2024-08-27T23:50Z [---] followers, [---] engagements

"@ajtourville @SpaceX It sounds unintuitive but it actually makes sense. If the rocket didn't behave as intended regardless of what the intention was that means something went wrong. They want to determine if what went wrong could be a safety threat if it occurred in a different way or time"
X Link 2024-08-28T22:36Z [---] followers, [---] engagements

"@Napoli_Fella @mathepi @PeterDiamandis Agreed but the brain is also a sparse network. most of those connections aren't active with each compute (unlike a model where every parameter is computed for every input)"
X Link 2024-08-29T12:38Z [---] followers, [--] engagements

"@GoodPoliticGuy @douglaskarr Then you should be happy they're closing their restaurants. and yet. you're complaining"
X Link 2024-08-29T18:15Z [---] followers, 82.8K engagements

"@Etched Could this speed up training as well If the forward pass is 10x faster (mixed architecture of etched + nvidia for example) could the backward pass use the accumulated gradients for example [--] accumulated forward passes to one backward pass"
X Link 2024-08-30T15:13Z [---] followers, [--] engagements

"Could this speed up training as well by using a mixed architecture of Etched for forward + GPU for backward pass w/ gradient accumulation of the forward pass to 10x the training speed Meet Sohu the fastest AI chip of all time. With over [------] tokens per second running Llama 70B Sohu lets you build products that are impossible on GPUs. One 8xSohu server replaces [---] H100s. Sohu is the first specialized chip (ASIC) for transformer models. By specializing https://t.co/IndYfP2CN0 Meet Sohu the fastest AI chip of all time. With over [------] tokens per second running Llama 70B Sohu lets you build"
X Link 2024-08-30T15:16Z [---] followers, [--] engagements

"@3lasik @levelsio As long as there is a human required it will just be productivity gains. If/when we get to the point that no humans are required (AGI robots can build and maintain themselves) then we're in a new paradigm and none of the old rules/theories apply"
X Link 2024-08-31T00:37Z [---] followers, [--] engagements

"@AmirSharar @TheBTCTherapist @coolhandluke888 Long term inflation only comes from increasing the money supply. You have no idea what you're talking about"
X Link 2024-09-02T16:46Z [---] followers, [--] engagements

"@JohnnyArgent @TheBTCTherapist When they (the fed) print money they loan it to the federal govt so the govt owes the fed then the fed sells that debt as treasures. If the federal govt didn't need to borrow they wouldn't need to print money to loan it. Then long term inflation"
X Link 2024-09-02T16:51Z [---] followers, [--] engagements

"@ValEricaorAmy Isn't that just the rapid rise in interest rates devaluing the debt at lower rates It should undo as rates drop or the debt matures"
X Link 2024-09-02T18:44Z [---] followers, [---] engagements

"@RichardHanania Russia's economy is the size of Italy. Relax"
X Link 2024-09-05T23:57Z [---] followers, [---] engagements

"@DaveShapi Musk is likely going to win because he has the highest risk tolerance"
X Link 2024-09-10T12:22Z [---] followers, [---] engagements

"@sunfl0werv0l369 There are positives and negatives to each. But on net the US culture/policy is doing better. If these trends continue for [--] more years then the EU countries will effectively be "undeveloped" relative to the US"
X Link 2024-09-12T14:09Z [---] followers, [---] engagements

"@ImogenLeewriter @sunfl0werv0l369 Arguing which country is "better" is very subjective. It depends on what the individual values and their current circumstances. That being said the US has a very high positive net migration. Very few people leave and a lot of people want to move here"
X Link 2024-09-12T14:15Z [---] followers, 18.7K engagements

"@eyeslasho But your source of the graph is using the data that you yourself admit is not valid"
X Link 2024-09-12T18:30Z [---] followers, [--] engagements

"@SpaceX can anyone explain how they were able to make these suit so much smaller and more dexterous than historical NASA space suits"
X Link 2024-09-12T18:46Z [---] followers, 10.9K engagements

"@mahomes_arm @SpaceX I meant specifically what they did (materials technology advancements etc.)"
X Link 2024-09-12T19:24Z [---] followers, [----] engagements

"@SpaceDogzzzz @ImogenLeewriter @sunfl0werv0l369 Some data from Grok"
X Link 2024-09-12T22:25Z [---] followers, [--] engagements

"@BenjaminDEKR Well you better get to work then slacker 😁"
X Link 2024-09-13T00:34Z [---] followers, [---] engagements

"@mrcfoz @SpaceX Well yeah. but what technical solutions did they come up with"
X Link 2024-09-13T00:59Z [---] followers, [----] engagements

"@Koolster34 @mrcfoz @SpaceX Could they add that back with a backpack or more complicated than that"
X Link 2024-09-13T11:23Z [---] followers, [---] engagements

"@pommeldroid @SpaceX Yup those suits look much more comparable. Why couldn't nasa just throw backpacks on Gemini suits instead of the rigid design of modern nasa EVA suits"
X Link 2024-09-13T11:25Z [---] followers, [---] engagements

"@aryanembered @pixlflip @allgarbled I don't think it's some new smart/selective parameter activation. I think they just trained a model to approximate a better CoT algo to search solution space efficiently and test the outputs in a loop"
X Link 2024-09-13T13:36Z [---] followers, [--] engagements

"@gfodor "add error handling and unit tests" . thank you AI coworker lunch is on me"
X Link 2024-09-14T01:18Z [---] followers, [--] engagements

"@NickADobos Ai can't get something covered by insurance"
X Link 2024-09-14T01:40Z [---] followers, [----] engagements

"@DaveShapi Yes openai is using CoT. The potential game changer is they claim they figured out a way to use Cot to efficiently search a solution space to solve much more difficult problems like a mathematical proof that require many more steps and attempts"
X Link 2024-09-14T11:55Z [---] followers, [--] engagements

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