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Joined 3 years ago
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Cake day: July 19th, 2023

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  • Being on YT is a big driver here, and Lex is smart enough to work the algo. Have John Carmack on, get views when people search for Quake. Have Elon on, get subs when people search for Tesla. Have Mr Beast on and get some kids in the funnel. He’s very good at piercing through filter bubbles to get extra reach and pull numbers, unlike an Alex Jones. (EDIT: For this, the bland persona is a feature not a bug)

    I’d ballpark that he made $20k off this DHH interview and picked up some rails devs along the way.

    Whenever new coworkers bring up Lex, I always feel like it’s a test, like are they oblivious, or are they secret closet magas trying to test the water. Slate Star has a similar thing. And YT is bad enough but now I have to see it pop up on LinkedIn too.



  • https://www.nakedcapitalism.com/2026/09/ai-off-balance-sheet-obligations-hit-a-subprime-like-reset-wall-in-2027-and-2028.html by Yves / naked capitalism

    Critically, it is these “frontier labs” that contract for, lease and build data centers. The very little I have seen about this process has caused me concern. For instance, I read of Meta contracting for a data center for what sounded like 20 years but was 4 back-to-back five year leases. Recall that the once AAA rated General Electric has taken a big fall in investor grace. How strong will the now-mighty-seeming Meta be, particularly if AI bets come a cropper?

    Groundbreaker has identified a key element of risky AI leverage, which are obligations that are not accounted for as debt at the AI sponsor. Those of you who are corporate finance literate will know this is a cardinal sin. When I was a wee young thing at Goldman, where we went through hard copies of financial statements to extract key data which we entered into green accountants’ ledger paper, one of the aims was to determine total debt to assets. One of the footnote items we would root out was operating lease payments. For instance, big companies often use leased mainframes. We would capitalize them and treat them as a long-term liability.

    => https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom

    The take-or-pay compute contract - the instrument at the center of the AI build-out - has a structural feature that almost no one prices: its payments do not begin at signing. They begin at delivery. A lab signs a multi-year capacity commitment today, but the payments do not start until the data center is energized, the capacity is accepted, and the contractual ramp schedule commences - an interval set not by finance, but by construction: siting, powering, and filling a gigawatt-scale campus takes 24-to-36 months from signature - mirroring the two-to-three-year teaser of a subprime ARM.

    Going to take me a while to digest this one



  • over on linked in

    DHH It'll take an endless transfer of enthusiasm to turn the tide on AI. The age of agents has been met with intense skepticism, and that's fine, that's fair. But now it's time for you to revisit your priors. Let me talk you through how I updated mine.

    as a statistician, I’m so tired of hearing they’re “updating their priors.” No you didn’t. gwern at least posts his R code, but you are just an idiot regurgitating something you half heard, probably on Lex.

    (00:39:39) Let me put it. Omarchy is a beautiful, modern, and opinionated Linux system. It’s an alternative operating system to macOS and Windows, and it’s freaking amazing.

    No it isn’t. It’s your glorified dotfiles. too bad Lex can’t tell the difference. I feel bad that Lex is exposing literally a million people to your crap. /s

    these guys.




  • I’d be curious to see how they defined “harmful” in their test, since it looks like Claude code’s technically-not-yolo mode is looking for “actions that are irreversible, destructive, or targeted outside of your environment” which covers a lot of normal actions, especially depending on how you define which resources are in “your environment”.

    I think more than half the issues would be solved with a well placed git stash and the rest .

    And yes, I’m sure that the fact that the flow of operations they’re outline will massively increase the number of times that the system automatically retries things, this increasing token usage, is going to be fully accounted for when they review the financials on how many tokens people are paying for.

    I was talking with a few friends last weekend who work at different companies, all of us have been getting a lot more trouble getting databricks and AWS spot instances over the last month. I think letting yolo mode of the leash means that they’re slamming other systems also that normal people need for boring non-ai jobs. I just need to pull a sales report ffs. Its a literal god damn bot net.






  • https://www.publishersweekly.com/pw/by-topic/industry-news/religion/article/101070-study-finds-63-of-religion-books-on-amazon-likely-ai-written.html h/t naked capitalism

    Over the first six months of 2026, the company scanned the three elements of books available on Amazon: summaries, author bios, and in-book samples, with the samples serving as the study’s primary metric. Any text with a score of 50 or above was classified “Likely AI.” (The study’s authors note that detection indicates a book was likely written with AI, but doesn’t prove authorship.)

    Originality.ai found that AI is most prolific among the subgenres of witchcraft (in which 78% were “Likely AI”), Hinduism (76%) and Taoism (74%), and least used in the subgenres of Satanism (22%), atheism (40%) and Mormonism (42%). The authors note that the sample sizes for the last three categories are smaller than the first three; they also offered up a theory about why Eastern religion books are likely AI-generated: “Our hypothesis is that non-native English speakers are likely using AI to enter the English-speaking market.”

    “Satanists least tainted by AI, says AI detection AI”. it WOULD say that. /s

    on an unrelated note on the same topic, I read the ebook by Jesus Freak Computer Geek blogger that argues that LLMs are actually channeling nephilim / demons (hence the six fingers in dalle) and that they have used the Mandela effect to corrupt the KJV and also herald the antichrist. Him and Thiel should, like, call in to coast to coast am where these things can be properly debated.




  • Her grift is the exact same one as the Honey extension from the megalag video - https://www.youtube.com/watch?v=vc4yL3YTwWk - like her dad she just rips off better programs, but she didn’t even have the taste to copy an actual good product.

    EDIT:

    Oh yeah, she popped up in that How To Rule The World book about Stanford:

    “Everyone was very sharp. Very sharp,” one student, who didn’t otherwise love the class, stressed. The cohort my year included freshmen and sophomores funded by Sam Altman or Peter Thiel. Some wanted to “solve aging.” were in defense tech, working on secret projects with contracts from the government or major companies. Some worked on climate change. One had already started a string of robotics companies and earned a display in a museum. Others worked on commodities trading. Another was Phoebe Gates—daughter of Bill and Melinda—who made her name as a prominent sustainability advocate and cofounded a company with her Stanford roommate.[*2] Together, as undergraduates, they’d already collectively raised millions of dollars for startups—and, of course, had done internships at every possible top company, from classic FAANG behemoths (Facebook, Apple, Amazon, Netflix, Google), to Jane Street, the quantitative trading firm that pays interns hundreds of thousands of dollars, to top-flight VCs.

    Footnote:

    *2 When I reached her, Phoebe Gates wrote that she “would rather not speak on the class.”