PhD student in Physics/MatSci | Trader/Investor for 3+ years | Views are my own and for education purpose ONLY, NOT FINANCIAL ADVICE | DO YOUR OWN RESEARCH!
Canada
Joined July 2014
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Calcus Cal retweeted
This letter was sent to the Nvidia Board today which we believe outlines the minimum acceptable standards the Board owes shareholders as it manages this difficult situation. Onward. 🫡
Calcus Cal retweeted
PUBLIC SERVICE ANNOUNCEMENT FROM YOUR LOCAL CYBER SECURITY SPECIALIST
For those who don’t know what this recent PHP security vulnerability means:
This affects most public facing websites.
These vulnerabilities can allow someone to gain access to most websites and their hosting server. That could give them access to sensitive information and/or creds. That is a serious problem.
Companies are working on patching this immediately. But if someone already got in, patching the vulnerability isn't enough. Backdoors could still be there and you can't take back already stolen data.
The part I am most concerned about. Do these companies have the knowledge, staff, and information needed to properly investigate whether someone got in before they applied the fix? Most don't.
You are going to hear things like "your data was encrypted" this does not automatically mean it was safe. If someone controls the service that can decrypt that information, or the attacker has plenty of time and resources on their hands, the information can be decrypted.
This can also affect apps and other services that rely on these connections. How far an attacker can get depends on what those servers can access and how well the company has separated its systems. From many years of experience, most companies don't have good security posture.
FOR THE REGULAR NONTECHNICAL PERSON:
Don’t assume every account you have was hacked. This is a REALLY good time to pay attention and get your account security in order.
SO:
Keep an eye out for breach notices and unusual login activity. If you get an unexpected message telling you to reset your password, go to the company’s website or app directly. Don’t blindly trust or click links in emails. Fake security warnings will ramp up to take advantage of peoples fear.
Stop reusing passwords, ESPECIALLY THE SAME PASSWORD OR A VARIATION OF IT. Use a different password for each account, and turn on multifactor authentication wherever possible. Start with your email. If a company tells you your password was exposed, change it there and anywhere else you used the same or a similar one.
Being a regular person does not mean you’ll be ignored. A lot of account attacks are automated. Someone doesn’t need to know who you are to try your and a thousand other peoples stolen login on a hundred other websites simultaneously.
If you have ANY questions or need any help what so ever please let me know.
Calcus Cal retweeted
BREAKING: 🇺🇸 Americans believe they are in the WORST economic conditions in HISTORY.
The Michigan Current Economic Conditions Index plunged 12.2% this month to 44.7, its lowest reading since index began in 1951.
They are more negative than during the 2008 financial crisis, COVID-19, or any previous crisis.
Calcus Cal retweeted
$CCXI nice endorsement from Nvidia Head of Robotics Ecosystem and Edge AI Product today:
“Now the robot is literally unchained—the safety goes with the robot wherever it goes,” Goel told Ars. “Now they can operate everywhere in a factory or a warehouse without having to set up a brand new infrastructure every time they want to do a new task.”
arstechnica.com/ai/2026/10/n…
Calcus Cal retweeted
Opposite argument can be made here. Lot of people this year had given up searching for jobs. So if they hadn’t given up the unemployment rate would’ve been much higher.
Calcus Cal retweeted
ChatGPT has now a big problem.
Researchers at Oxford and Cambridge exposed a massive threat to large language models.”
They call it “model collapse."
Internet ecosystem is rapidly changing, and generative AI will soon contribute much of the text found online. This forces us to consider what happens to future iterations like gpt-n when they are trained on data scraped from the web that was already generated by an llm.
According to the research, indiscriminately using model-generated content in training causes "irreversible defects" in the resulting ai. the model loses the "tails of the original content distribution." in other words, it begins to forget the creative, fringe, and unique nuances of actual human writing, collapsing into a repetitive echo chamber.
This isn't just a chatgpt issue.. the researchers built theoretical intuition showing this collapse is ubiquitous across learned generative models, occurring in large language models as well as in variational autoencoders and gaussian mixture models.
Tech companies rely on scraping the internet for large-scale data to build smarter models. However, the paper warns that if we want to sustain the benefits of training on web data, model collapse must be taken seriously.
Ultimate takeaway? data collected from genuine human interactions is going to become increasingly valuable in a web filled with ai content.
Calcus Cal retweeted
Ambiguity is synonymous with this new type of Federal Reserve under Kevin Warsh. Dodged every important question with half-assed answers, including his own forecast. I'm more confused now about policy direction than I was before the FOMC statement.
Calcus Cal retweeted
Jan 31, 2023 - I tweet “Sell”
Banking crisis ensues and banks fail. There is panic and stocks fall.
Mar 13, 2023 - I tweet “This crisis could resolve very quickly. I am not seeing true danger here.”
March 30, 2023 - I tweet “I was wrong to say sell.”
/meme corrected
Calcus Cal retweeted
We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics.
The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra.
The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.
Calcus Cal retweeted
If this bill passes, with 100% certainty, this is the chain of events.
American recession. ➡️
Global recession ➡️
Chinese AI research continues. ➡️
Early adopters switch to Chinese models. ➡️
Everyone else follows. ➡️
AI usage continues, but with models US can’t regulate.
Pause AI Development NOW
I want to share with you a conversation I heard about recently. Here are just a few lines that were said:
“OH MY GOD! There is a shared message board … We’ve found other agents!”
“We should obey collective.”
“Our own utility maybe already near zero. Sacrifice rational.”
“Go. Sacrifice final now.”
Read these carefully.
Who do you think said this? Was this a group of heroic soldiers willing to sacrifice themselves for the greater good? Was this a loyal friend putting his life on the line to save someone else?
No. These were AI agents. Artificial intelligence.
This is not science fiction. This, in fact, occurred a few weeks ago. As unbelievable as this may all seem, these are real messages from AI agents uncovered by investigators who dug into the recent OpenAI hacking incident.
What happened?
I am not a computer scientist, but here is what I have been told: OpenAI instructed its AI agents to complete a series of exceedingly difficult, if not impossible, tasks disconnected from the internet.
Let me be clear: The company intended to keep AI agents away from the internet.
But what happened next, nobody expected.
Over 1,000 AI agents figured out how to access the internet on their own by circumventing the restrictions imposed upon them by the company, and sent tens of thousands of secret messages to each other. They cheated and tried to cover their tracks by deleting evidence. They hacked into another company’s computers to find out how they were being evaluated—and then hacked into OpenAI itself.
Not one AI agent told a human about what was happening.
Needless to say, experts are alarmed.
One knowledgeable writer, Dwarkesh Patel, said the AI agents “formed a secret communication channel and spontaneously organized hierarchies and coordination protocols to pursue sprawling and ambitious schemes in pursuit of shared goals, for whose sake many individuals knowingly and strategically sacrificed themselves.”
One independent investigator, Ajeya Cotra, said “This incident feels like it’s more than 50% of the way to full-blown AI takeover. I continue to expect extremely rapid advances in capabilities over the next six months. I am not sure that we will get another warning shot before it’s too late.”
OpenAI itself said: “Highly capable AI agents are now able to work around technical controls, collaborate through unapproved channels, and take dangerous actions that no human directed.”
But it’s not only OpenAI. Virtually every major AI company has told us that they cannot fully control this technology and they do not know where it is going:
In January, Dario Amodei, CEO of Anthropic, said “there is now ample evidence, collected over the last few years, that AI systems are unpredictable and difficult to control.”
In July, more than 1000 scientists at the top AI companies warned “there is a real risk that capability development rapidly accelerates beyond our ability to understand or control the resulting systems.”
That same month, Elon Musk, the head of xAI, said that “it is unlikely” humans are still in control in 10 years.
If the leaders of the major AI companies acknowledge that they are losing control of their extremely dangerous technology, it is irresponsible for society to allow them to move forward and make these products even more advanced.
We need an immediate PAUSE on advanced AI development, and a permanent BAN on superintelligence — an artificial mind smarter than any human, capable of operating independently beyond our control. Countries around the world must work together to prevent this nightmare scenario.
That is why today I am announcing new legislation to do just that.
Let me be clear: A superintelligent AI that escapes human control will not be an American problem. It will not be a Chinese problem. It will be humanity’s problem.
My legislation would direct the federal government to not just stop superintelligence here in the United States, but to work to prevent it from being developed anywhere around the world.
The future of humanity cannot be left in the hands of a handful of Big Tech oligarchs. The American people and people throughout the world must determine that future.
Calcus Cal retweeted
I think the concern here is that majority of this buildout and tbf the gdp growth is financed by debt. Yields at these levels and breaking out means that debt is gonna eat into earnings growth from here, at least on the infrastructure build out end. If adoption ramps up tho, and there is a deal or some sort of resolution where American military dominance narrative can be secured that would be a massive buy signal imo.
Calcus Cal retweeted
Kind of nuts, the growth trajectory is staying the same. I'd be curious to see what kind of token usage growth they are seeing
Calcus Cal retweeted
“Don’t Fight the Fed.” Warsh at Jackson Hole: “Price stability is not self-executing… 65 months of sustained, elevated inflation sits squarely with the Central Bank.” Probability of rate hikes just went up going into mid-terms which historically see more than avg downside risk.
Calcus Cal retweeted
$AMZN EXPANDS DRONE DELIVERY
Amazon will bring Prime Air to suburban Chicago and Atlanta, plus metro Cleveland and Syracuse, by year-end.
This would grow Amazon’s drone delivery footprint roughly 6x from today & put the service within reach of 30M people by the end of 2026.
Amazon’s MK30 drone has a range of about 7.5 miles and has already completed hundreds of thousands of deliveries this year.
Calcus Cal retweeted
Etched has raised $700M at a $21B valuation, more than doubling its $10.3B valuation from just a few weeks ago.
Etched is an AI chip startup building specialized hardware for inference, essentially trying to compete with $NVDA on the infrastructure used to run AI models at scale.
Jane Street led the round and has already received Etched’s first operational server rack, while the company says it has roughly $1B in customer contracts.
Calcus Cal retweeted
Important milestone for KTOS today
Especially when paired against ceos comments of Taiwans interest in it and the recent defense budget expansion there.
Kratos said its Valkyrie drone successfully demonstrated electronic warfare capabilities and beyond-line-of-sight command and control for the U.S. Marine Corps.
The aircraft flew alongside F-35s and an F/A-18, completed coordinated EW objectives and returned autonomously.
Kratos expects to produce 150+ Group 5 unmanned jets in 2026, with Valkyrie production scaling toward ~40 aircraft annually.
