Markets, RWA, AI | Macro strategy. Technical, fundamental & quantitative analysis. Narratives, signals, data. Deep dives & theses. Reports worth bookmarking!
Joined September 2009
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Macro Alchemy retweeted
Millennials: The Rug Pull Generation.
Study hard and you'll get a good job. 2008 financial crisis.
Work hard and you'll own a home. Housing crisis.
Build a career and enjoy stability. Gig economy and layoffs.
Enjoy your prime years. Global pandemic.
Save for your future. Inflation.
Finally, AI might free us from working our lives away. Potential World War III.
Macro Alchemy retweeted
You have 11 open tabs
He has 11 open labs
Their business model is simple. Their vision too.
Immortal, divine, eternal, interplanetary, galactic.
Not selling subscriptions to cattle.
Over the past few months, Anthropic scientists have engaged in deep research partnerships with six organizations developing new medicines. We've also begun drug discovery efforts of our own.
In doing so, we’ve learned much more about how Claude can support the many stages of drug development.
In this blog post, we share some early results from these efforts, and describe how this work fits in with our wider ambitions in the life sciences.
anthropic.com/research/early…
Macro Alchemy retweeted
openai's internal model still has not produced a single result in gender studies
Macro Alchemy retweeted
This is getting insane. 🤯
CrowdStrike’s CEO says AI is now allowing low-skill hackers to pull off cyberattacks that once required nation-state-level resources.
All for the cost of a few tokens and a prompt.
The barrier to entry is collapsing. And we’re only getting started.
Macro Alchemy retweeted
We obviously haven’t had the major jobs wipeout yet. But you read stuff like this. And you read what economics students themselves are saying about working with AI (ht @odavis_h) and it’s hard not to feel like the seismic shift is on its way.
Macro Alchemy retweeted
I think I have a good analogy for what's about to happen in cyber.
It's pitch dark. Always has been. And the world is dilapidated buildings and rats and maggots and other creepy-crawlies. The whole world.
And we just invented flashlights.
That's why analysts judging how much these companies make from subs and their APIs is meaningless.
Although I also said something a few months ago. AI is driving its own demand. Demand for cyber defense, for a problem AI itself has created.
Macro Alchemy retweeted
I getting a feeling that OpenAI and Anthropic soon will ditch customers completely, just use their models 100% internally and go all in on frontier science and engineering research
Like eg if they actually solve quantum gravity or cure cancer, and own the right to license the solution, can you imagine the ROI behind that? No more listening to users bitching about usage or model nerf or whatever
Dr. Christopher Stubbs is joining our Long-Term Benefit Trust. Chris is an experimental physicist and a former Dean of Science at Harvard University. He has also advised the US government on national security and arms control.
Read more: anthropic.com/news/christoph…
This, but without the illusion of democracy.
Governments don't care about us. At least in the west, they really hate us.
China is treating its citizens much better, compared to how the western governments are treating their citizens... and it's not a democracy.
The Intelligence Curse is happening
TLDR: When AIs make humans economically useless, governments and corporations have no incentive to invest in their people
For centuries, normal people could withhold their labor to negotiate. That era is almost over.
This breaks democracy - politicians won't need the support of the people - and leads to severe concentration of power
youtube.com/watch?v=Rqt9kWoT…
These people are evil and are coming for us.
Unfortunately, most of us, if not all of us... are cattle about to be sacrificed to their Gods. Within the next few months they will throw everything at us. War, famine, cyberattacks... everything.
Macro Alchemy retweeted
what I've learned from this post is that almost no one is AGI-pilled and that they don't take seriously the possibility of tens to hundreds of millions of AIs working 24/7 at 10–100x human speed
When you look at all the statistics by Anthropic, it's clear that they will have reached RSI by the end of Jan.
One could say they are already there. Their models already help build big part of their models and software.
Opus 5.5 is 5 months behind where Anthropic is internally
