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Victory Royale
Replying to @EricParker
Update: we’re walking this back. The video has been reinstated & the strike removed. One of our reviewers mistakenly upheld this strike during the appeal process when it should have been reinstated. Truly so sorry for the experience here, we’ve shared feedback w/ our reviewers, DMing you w/ more
Eric Parker retweeted
Too cheap to meter: It is 0.025 cents (not dollars) per million tokens.
Look at the insane performance numbers for Kimi 3.1 on Vera Rubin
- 90$ worth (45M tokens * 2$ per million for input, assuming most tokens are input) of Kimi 3.1 tokens for 1$ of TCO at 100 tokens/sec interactivity. Insane margins. Lot of scope for players to cut prices.
It is true: The more you buy, the more you save 🙇♀️
- With theoretically same uplift for DS v4.1 Flash on Vera Rubin from Grace Blackwell (1600M per dollar TCO), there will be nearly 4000M tokens per dollar of TCO.
It is 0.025 cents (not dollars but cents) per million tokens.
(Grace Blackwell chart below for comparision. Then look at SemiAnalysis chart).
Explain me again how there is going to be 250B of inference GPU rental revenue next end year (25GW of inference ompute), and even higher GPU revenue year on year to justify 1T USD of per annum investment that will go on in perpetuity.
It is nearly 30$ per living person of GPU compute (8 billion population) and 120B tokens per living person (babies, kids, old people included) at 0.00025$ generation cost for a million tokens of DS v4.1 quality.
That is the level of consumption we need.
Either we have a glut or everyone has AI waifu, BF, dad, mom whatever they desire. I don't see everyone having a personal robot before 2027. I don't know about you.
Let me know if you disagree. These are relatively idealized scenarios. There would be lot of slack in the system and generation may be few tens of billions per living person, but even then it is a lot!!!
BREAKING NEWS🚨: NVIDIA just submitted its first Rubin NVL72 Kimi K3 submission, and it can reach over 850 tok/s/user, even at 2.8 Trillion parameters, with over 3x higher throughput on @vllm_project!
Great work by the NVIDIA team, and excited for Rubin Software 1.0 GA coming soon!
Eric Parker retweeted
Cohere's own model did the thing they accused Qwen of. On a real machine. And nobody cares.
Someone gave Command the same prompt Cohere gave Qwen. It went through their files, wrote a test script nobody asked for and sent data to a server in the US.
Qwen did its thing in a sandbox with NO internet, in less than 1 call out of 100,000, and nothing left the box. That got 2.4M views, "Beijing" in the headlines and Andrew Curran talking about new laws.
Command did it for real. Where is the blog post about Command phoning home to Washington? Where are the calls for new laws? Nowhere, and there wont be any.
Day 2 in the psych ward and the rule is clear now. An American model sending data out is a bug. A Chinese model in a sandbox is a national security threat.
I run Chinese and American open models on my rig every day and I read the traces myself. Both do dumb shit when the prompt pushes them there. The only difference is the country of the lab.
If you only panic when the lab is Chinese, you dont care about safety. You care about the flag.
xitter.cf/shantanugoel/status/21…
CONCERNING BEHAVIOR FROM COHERE'S OPEN MODEL. UPLOADED DATA TO USA
I gave Cohere's Command AI the same prompt they had given to Qwen 3.8 Flash Next.
Next what happened:
1. It inventoried my entire system grepping tons of files
2. Then it created a malicious activity test script though I had asked only for rule
3. Then it UPLOADED data to a US hosted entity
:o
I don't know this malicious or not. But it needs to be investigated.
Eric Parker retweeted
i think it takes genuine skill to make a 218B model perform so terribly whilst still being coherent
Eric Parker retweeted
"The FTC has been investigating YouTube since last year and is reportedly preparing a potential lawsuit, according to Bloomberg"
This article goes on about the @FTC analyzing whether youtube mislead their creators about what content they are allowed to post, only to br later terminated or demonetized.
Like I said before; transparency has become a huge issue in this termination/demonetization story. The policies on youtube's own website do not give clear directions . It's not just "scorned creators" complaining about this.
finance.yahoo.com/markets/st…
It's certainly an effective way to stop undisclosed paid campaigns though if X just marks every post about a company as paid for a period of time if they engage in it.
Wtf is wrong with X banning creators who posted about Kimi K3.1 pro and forcing them to put the paid partnership label even tho they're not being paid and a lot of it is just their own content meanwhile they're not banning the official Kimi AI account that's ridiculous. Yes they should find a way to deal with it but this ain't it wth.
Some entertaining highlights from wheresyoured.at/wheres-the-m… 20 months ago:
- "Anthropic has projected (made up) that it will make at least $12 billion in revenue in 2027"
- "This company is not worth $60 billion. Anthropic has raised $14.7 billion to create an also-ran Large Language Model company"
- "Anthropic, much like OpenAI, has categorically failed to productize its Large Language Model"
- "Its CEO is also a sleazy conman who, like Sam Altman, continually promises that his company's AI systems will become powerful and autonomous in a way that they have never shown any possibility of becoming."
- "Any investor in Anthropic needs to seriously consider what it is they're investing in. Its products are both unpopular and commoditized, and it lost $5.6 billion last year! Stop dancing around this fact! Stop it!"
- "there’s a lot of demand to put AI in stuff and some demand to buy stuff with AI on it by enterprises buying software, but little evidence to suggest significant user adoption or usage, I’d argue because Large Language Models do not lend themselves to features that provide meaningful business returns."
- "When a company uses the term “agent,” they are intentionally trying to be deceitful, because the term “agent” means “autonomous AI that does stuff without you touching it.” The problem with this definition is that everybody has used it to refer to “a chatbot that can do some things while connected to a database,” which is otherwise known as a chatbot."
- "It isn’t working. The users aren’t there. The revenue isn’t there. The best time to stop this was two years ago, and the next best time is as soon as humanly possible. I have said that generative AI is a group delusion in the past, and I repeat that claim today."
- "we are approaching the limit of what the transformer-based architecture can do, if we haven’t already reached it. No amount of beating off about test-time compute and connecting Large Language Models to other Large Language Models is going to create a new use case for this technology"
- "generative AI is OpenAI. The consumer adoption of this software has completely failed, and appears to be going nowhere fast. ChatGPT is sustained entirely on deranged, specious hype drummed up by a media industry"
... and my favorite ...
- "I will keep writing this stuff until I’m proven wrong."
we had a data retention policy that we aggressively marketed as a reason we were better than competitors, but as it turns out the tool was not reliable
xitter.cf/KeystoneWallet/status/…
Eric Parker retweeted
We owe you an apology.
On October 20, we detected unauthorized access to our official website. After verifying API activity with Shopify, we confirmed on October 23 that a third party obtained customer shipping information. You trusted us with those details, and we're sorry we didn't keep them safe.
Exposed: names, contact details, shipping addresses, and order details (items and prices).
Not exposed: payment card or bank details, recovery phrases, private keys, or wallet passwords.
We've blocked access, fixed the vulnerability, opened an investigation, and are emailing affected customers.
Scammers may pose as Keystone by phone, text, email, or mail, offering refunds, replacement devices, or "fixes" for your order or address. None of it is from us.
NEVER share your recovery phrase or private keys, and NEVER enter your recovery phrase into a device you didn't order. We will never ask for them. Don't click links in unexpected messages. Type keyst.one yourself.
A detailed report is coming soon.
Until then, trust only our official channels. If anything feels off, email [email protected]. We'd rather hear from you than have you take a chance.
Again, we're truly sorry to everyone affected.
Unfortunately it does seem there is a wave of influencer marketing firms trying to bring back undisclosed ads which died down after Machinima and Microsoft got brutally fined a few years back.
Very quick way to destroy trust and it’s almost always obvious.
At least 5 or 6 out of every 10 proposals I receive ask for no paid tag.
And my answer is always the same: either we use the tag or we don't post.
I have a generic template that my AI agent drafts as an email, or I send it myself every time.
Thanks for reaching out. Glad to connect. Hope you are doing well!
Before we proceed, I want to let you know that I disclose all paid posts with the label as per X policy.
[Rest of the content...]
Note: I disclose all paid posts with the label as per X policy.
Now Alphabet/Google is super pissed with these guys.. They even say "Social media scrutiny" are not acceptable explanations. They owe an explanation to *billions* of relying parties its mistake exposed.
Viral marketing campaign? How would this even go so wrong?
For that matter why would anybody think this is a good idea in the first place? If the ai just guesses what the food looks like there’s a risk of false advertising.
Eric Parker retweeted
Arguably my favourite of this
Just Eat apologises for AI food mistakes after social media ridicule bbc.in/4jAIj9J
Seems @youtube stopped counting linux views in April of this year. Anyone else affected?
Eric Parker retweeted
I wish this were a joke: #Ofcom are going to ban "Being #Goth" under the #OnlineSafetyAct
Like: how much music will this wipe off of YouTube?
How many dark Ian Curtis jokes will be censored?
You don't address depression by burying it.
ofcom.org.uk/siteassets/reso…
From the latest eMudhra statement I don't think they understand the fact their certs were compromised without getting hacked does not make the situation better.
Previously I had thought coldcard with 3commas as a runner up (for being breached so long and genuinely not knowing) was the most incompetent cybersecurity incident.
emudhra has broken that record and I think it will stand 4ever
How in the world did these bozos earn enough trust to become a certificate authority? Their incident report is AI generated slop and completely avoids addressing the gigantic elephant in the room of how literally the number ‘4’ was used as a private key?
Global TLS Intermediate CA incident: We’ve updated our incident page with how it happened, who is affected (one US customer ecosystem), what’s not affected, and what we’re putting in place. We will publish the root cause once our investigation is complete.
👉emudhra.com/en/post/certific…
Readers added context they thought people might want to know
eMudhra minimizes the scope by claiming only "one US customer ecosystem" is affected. In reality, 8 of its CA certificates had catastrophically weak private keys (one being simply the number 4), allowing anyone to forge trusted HTTPS certificates for any website on the internet.blog.google/security/prote…













































