Holding @nvmog | Ex Lost Boys, Media Republic, Hyves, Rockstart, DOEN & Eneco | Kids & Sailing | Bussum & Javea

Bussum
Joined March 2007
Yme Bosma retweeted
If I’m investing in frontier AI I would underwrite it mostly on new discovery and its applications like medicine because coding and most of knowledge work is quickly being saturated by sub-frontier models.
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BREAKING: Anthropic pulls out from its Nasdaq IPO, goes public on Euronext Amsterdam instead
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Yme Bosma retweeted
Sparks of abundance by 2029
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The ugly truth about France and some of the other European countries currently in turmoil - and which none of the politicians want to admit because it'd be political suicide - is that you can't solve the problem by going after immigrants (as the right asserts) or the rich (as the left asserts), but you could solve it by going after the old. One extraordinary statistic for you: people over 60 in France, a quarter of the population, own 60% of France's wealth, non-financial and financial (ofce.fr/pdf/revue/2025/3-192…). And here is another crazy statistic: that same quarter of the population, those above 60, receive nearly two-thirds of all social spending by the French government (previssima.fr/actualite/prot…) - which is famously among the highest in the world (France's government spending is an insane 57.3% of GDP). Last statistic: they make up about 40% of voters because they're a third of registered voters (insee.fr/fr/statistiques/266…), and they turn out far more than anyone else (franceinfo.fr/elections/sond…). Put our 3 statistics together and there's almost a bit of an apartheid situation here: the old own most of the country's wealth, collect most of the social spending and have the political power to keep it that way. Which makes them a de-facto rentier class, living off assets and transfers paid for by younger generations. And, of course, at the risk of stating a truism, the future is built by the young. Yet France keeps effectively taking money away from them to give it to those whose working lives are already behind them - and need the money far less since they already own the country's wealth. What about inheritance, I hear you ask? That's the funniest/saddest aspect: given that life expectancy has kept rising, the French now inherit a home at 54 on average. The most common case is someone in their 80s leaving it to heirs in their 50s, in effect the very old transferring wealth to the about-to-be old (insee.fr/fr/statistiques/fic…). You can add this to our earlier apartheid statement: on top of all the rest, even when the old finally let go of their wealth, it stays within their own "camp". That's my personal situation, incidentally: I'm 42, my father is 71 and he is starting to look at ways to pass things on to me and my siblings, when our professional lives are already well settled, so it'll arrive when it changes things the least, which is pretty much the French system in a nutshell. Now, I get that there'd be some unfairness in going after them: they paid into the system their entire working lives, playing by the rules of a social contract that told them if they paid up they'd collect at the end. Changing the rules now means breaking that promise, which is admittedly unfair. But there's no magic wealth tree in any society: you can only take it where it is. That's the way most major societal transformations end up happening. They're often triggered by a catastrophic event (the so-called "four horsemen": mass-mobilisation war, revolution, state collapse, plague) BUT what really drives change is a transfer: wealth gets pried from the privileged class who've been sitting on it and handed to those who'll build what comes next. So, in theory and in an ideal world, you can do without the catastrophic event and directly proceed with the transfer... The fact that in France, and elsewhere in Europe, it's the youth protesting is probably no coincidence - even though they don't frame it as a generational fight. And even though, cruel irony, the left politicians many of them march behind promise to bring the retirement age back to 60 (lcp.fr/actualites/legislativ…), which would make the situation even worse. Let's say they understand intuitively that the system is stacked against them, even if they haven't yet figured out how. And politicians are obviously doing what politicians do, meaning pandering to the people who actually vote, while pointing the young towards easier - and politically convenient - scapegoats. To be clear I'm not saying it's the only problem in France, VERY far from it. I'm also not saying that all old people in France live a lavish lifestyle at the expense of younger generations: there are also plenty of very poor retirees who, if anything, would deserve more. What I am saying is that it's probably the biggest elephant in the room: everyone can see it, nobody dares mention it - no politician, from any side, wants to run on cutting grandma's pension - and it makes every other problem harder to fix.
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Benieuwd hoe lang het gaat duren voordat iedereen dit doorheeft.
there is no moat
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This is it. Everyone is excited about AI. I'm not. AI is the biggest commoditizer of human capability we have ever built. Doctors earn more than cleaners because expertise takes a decade to acquire and judgment to apply. AI is going to make most of that expertise available to anyone, at marginal cost. The gap doesn't go to zero. But it shrinks. And the same thing happens in almost every knowledge profession. Programmers. Lawyers. Analysts. Traders. Designers. The taxi driver replaced by a robotaxi is the easy case. The harder ones are people who spent twenty years training to do something a model can now do in a second. The one corner of human life I don't see this hitting is sport. Nobody pays to watch a robot beat a human. The whole appeal is humans competing against each other. That's why nobody watches Deep Blue play chess anymore. From an investing perspective, the next decade plays out in three phases. Phase 1 is the buildout. Hundreds of billions in capex on chips, data centers, and energy. This is what's driving today's market. Phase 2 is the deployment. Productivity rises sharply, then deflation sets in as the cost of knowledge work collapses. Jobs disappear faster than the economy can replace them. Phase 3 is the social adjustment. Capital becomes more powerful than labor. The biggest winners are likely to sit where AI cannot reach. Real assets. Energy. Commodities. Precious metals. Scarce land. And there's something deeper than the economics. The Japanese have a word for it: ikigai. The reason you get up in the morning. Your vocation. Your purpose. The work that makes you feel needed. AI is coming for that too. Nobody has yet figured out what a healthy society does when most of its members no longer feel needed by anything. I might be wrong. I hope I am. If I'm not, the world is about to change faster than most people are ready for.
Wake up. Every profession deemed white-collar, the middle class dream, is about to be decimated by AI, at a much faster pace than anticipated, with monstrous social consequences.
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Wake up. Every profession deemed white-collar, the middle class dream, is about to be decimated by AI, at a much faster pace than anticipated, with monstrous social consequences.
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Exact
Perhaps the threat was never a rogue AI agent trying to subvert humans—but humans using AI to hurt other humans.
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Yme Bosma retweeted
Perhaps the threat was never a rogue AI agent trying to subvert humans—but humans using AI to hurt other humans.
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Eens (voor nu), al is het wat mij betreft wat te warm in de zomer. Gelukkig is het dan heerlijk om in Nederland te zijn.
All in all, Spain is probably the most livable country: so many great cities and an overall great climate. In terms of proper cities, 100k+ inhabitants with good climate, it doesn't have rivals: almost 4x compared to Italy
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That PHP vulnerability that’s gonna cause havoc this week was found with… GPT‑5.6 Sol.
OpenAI models helped researchers—operating as part of our Patch the Planet initiative—discover critical security flaws in PHP, an open-source programming language used to run an estimated 70% of websites. Over the past two months, we led a coalition of maintainers, researchers, and security providers to prepare fixes and protections ahead of disclosure. This duration was necessary because the fix was quite intricate and required a major change to the PHP engine. Every site using PHP can now safely upgrade their version to stay secure, in addition to applying mitigations from various security vendors. Due to the severity of these flaws and PHP’s widespread use, we consider this bug to be one of the most impactful vulnerabilities in recent memory. It also marks a new phase, where AI can find security bugs with internet-scale impact. This is an example of the Defender’s Window in action: to our knowledge, frontier AI was able to find this vulnerability ahead of attackers, giving defenders time to prepare. openai.com/index/coordinated…
Readers added context they thought people might want to know
‪OpenAI may claim a role in the coordinated response and patching process. But the initial discovery and exploit development, however, occurred several months earlier by an independent researcher.‬ ‪x.com/lcfr_hax/statu…‬
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Coffee and Contemplation just hits harder in the Tesla Cybercab.
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Replying to @philiprosedale
It’s a shockingly smaller relevant state space than we previously thought. For example, the fact that we can have a high quality generative image model in the same space as 1000 photos says there is far more regularity than anyone imagined.
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Ja, deze realisatie had ik ook een maand of 6 geleden toen ik met Claude via OpenClaw opeens alles in mijn huis aan kon sturen na een diepe netwerkscan…
Having Claude build me a smart home Mac tool and my biggest takeaway is to never give anyone WiFi access to my home ever again
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Yme Bosma retweeted
This is how things will be for the foreseeable future.
they've been non stop trying to attack our systems for the past 48 hours a side effect is everything is getting hardened but damn we basically need agents going 24/7 because that's what they have
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De naïviteit spet ervan af.
#buitenhof Krachtige bijdrage van Laurens Dassen over ChatGPT in verhouding tot de democratie! ‘Hoe ChatGPT omgaat met ons denkvermogen. Uit onderzoek blijkt dat je zelf minder hersenactiviteit hebt als je dagelijks ChatGPT gebruikt. Dus je wordt dommig. Als we massaal deze producten gaan gebruiken, gaan we ervoor zorgen dat die modellen slimmer worden. En het moment dat die modellen slimmer worden en wij zelf collectief dommer, dan krijgen we dus minder kritische burgers en dat raakt dus ook weer aan de democratie. Dat is precies wat dus soort techbedrijven willen: geen weerbare mensen in een stevige democratie. Zij willen de macht van de technologie naar zichzelf hebben’
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Stuk beter zo ja en niet toevallig dat mijn tweede huis in een rood gebied staat;-)
Europe's best climates, by how many days per year of truly nice weather you get. Canary Islands always FTW. I listened to your feedback, so this map is different: it rewards how many months sit in the 20–28°C window, and how often those days are sunny, regardless of peaks or excessive swings. In the end, great weather all year round isn't less good because one month is “too hot”, at least that's what I think...
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Blij dat er aandacht voor AI is, maar als het sentiment is dat ze in de VS zinloze investeringen aan het doen zijn dan komen we nergens.
Zondag in #buitenhof: de makers van de documentaire NAZA @yuval_abraham & Rachel Szor; schrijver Chaja Polak; @StasIenW Annet Bertram; informaticus Ilyaz Nasrullah & fractievoorzitter van @VoltNederland @DassenLaurens. 12:10 @NPO1. Lees meer: bit.ly/buitenhof-18-okt-26
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