Berkshire is double counting
INTEL: The top 10 companies in the S&P500 now account for nearly 42% of the entire index - the highest level of concentration on record.
Top 10 holdings by index weight:
• NVIDIA Corporation (NVDA) – 8.5%
• Apple Inc. (AAPL) – 6.9%
• Microsoft Corporation (MSFT) – 6.7%
• Amazon com Inc. (AMZN) – 3.7%
• Broadcom Inc. (AVGO) – 3.0%
• Alphabet Inc. Class A (GOOGL) – 2.8%
• Meta Platforms Inc. (META) – 2.5%
• Alphabet Inc. Class C (GOOG) – 2.3%
• Tesla Inc. (TSLA) – 2.1%
• Berkshire Hathaway Inc. Class B (BRK.B) – 1.5%
This marks an unprecedented level of market concentration within the index, driven primarily by the sustained growth of large-cap technology and AI-related companies.
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New printer recently forced me to make an account & sign in to print a document, but unusable bed from aws outage takes the crown
Beds were not meant to require internet connection.
During the AWS US-EAST outage on October 20th, people flooded the internet complaining about their smart beds from EightSleep
Because of the AWS outage, the smart beds were unable to recline or change positions. Additionally, any heating or cooling setting didn't work. People went online to complain the beds sensor had the bed stuck at an elevated temperature.
The EightSleep subreddit was filled with angry customers. The CEO issued an official apology on social media. However, he asserted the AWS outage was outside his control.
I sit here wondering why a bed requires access to AWS instances to ... recline and heat and/or cool...
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Peacocks in shambles as only males compliment the majestic tail they've grown over millennia
Dobzhanski: "Nothing in biology makes sense except in the light of evolution".
OK to be shredded after an episode of famine but evidence shows it has NO health benefits.
#Skininthegame: impress a potential mate, not the birdbrained & impecunious gym rat.
PS: Add a Ferrari.
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American giant Costco filled with Canadians as they look for cheap ways to boycott american products
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5k likes and still no nobel for einstein's general relativity
🚨WHAT DID HE JUST SAY?! 👀
"Manipulate Time and Space"
The 13th Director of the White House Office of Science & Technology just dropped an article on the official White House website titled "Remarks by Director Kratsios at the Endless Frontiers of Retreat"
WTF? 👇
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GC retweeted
1/ Today, we’re releasing ZKP2P V2—our next iteration of a trust-minimized, instant on/offramp protocol
Onramp to USDC, ETH, cbBTC and more across any chain using Venmo, CashApp, Wise, or Revolut. No fees, no extra ID checks, and in under 60 seconds—settled on @base
Utility may scale slowly with intelligence past our optimized human brain levels. It's *possible* that we've evolved to reach an intelligence "sweet spot". AI scaling laws don't say anything about the productivity/intelligence curve.
I don't believe that, but worth considering
Stupid exercise: Assume AGI and even ASI is imminent. Now, imagine it winds up not changing the world nearly as much as anyone thought, and the reason seems very stupid, but in retrospect, makes sense.
What is the reason?
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There will only be one AI
Bandwidth between specialized agent lobes will be sufficiently high that we'll treat it as a singular brain
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Corpus callosotomy as supporting evidence
youtube.com/watch?v=_TYuTid9…
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We're obsolete
Introducing Genie 2: our AI model that can create an endless variety of playable 3D worlds - all from a single image. 🖼️
These types of large-scale foundation world models could enable future agents to be trained and evaluated in an endless number of virtual environments. → goo.gle/4f48y2e
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GC retweeted
Frames v2: games, swaps, and more all from the feed
- Any mobile web app will now work as a frame
- Reliable and fast transactions with a mobile wallet
- Retention: ability to install and send native mobile notifications
Next tweet for dev docs
