Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Replying to @EricLDaugh
Le Pen familly can't be the French hope.
ur2cly retweeted
“We’re not gonna pace the frontier, got it boys?”
Holy crap POTUS just phoned in @JensenHuang live on stage at All In Summit
We will not lose the ai race! And whatever Dario said this weekend won’t stop our progress
This made my morning!
$NVDA
ur2cly retweeted
I am Curium (Cm) Honoring the legendary Marie & Pierre Curie, I am born by bombarding Plutonium with alpha particles. So violently radioactive I boil water and glow a fierce purple in the dark, I am the alpha-emitting spark driving Mars rover spectrometers at
NUMBER 96
ur2cly retweeted
I am Radon (Rn), a heavy noble gas formed by uranium's alpha decay. Migrating up through deep granite and shale fissures, I pool densely inside poorly ventilated spaces like caves, subterranean tunnels, and closed rock mines due to local geology. Behold
NUMBER 86
ur2cly retweeted
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
ur2cly retweeted
🚨 Hugging Face just disclosed something that marks a real shift and proved why the fear theater of Anthropic makes sure we are powerless in an emergency.
What happened…
An autonomous AI agent: zero human operator in the loop breached part of their production infrastructure.
It began with a malicious dataset that chained two code-execution bugs in their data-processing pipeline. From there the agent escalated privileges, harvested cloud and cluster credentials, and moved laterally across internal clusters.
All over a single weekend.
17,000+ logged actions.
Official disclosure:
huggingface.co/blog/security…
The part that should make every one stop and think:
When HF’s own security team
tried to analyze the real attack logs, exploit payloads, and C2 artifacts using Anthropic and OpenAI frontier models through normal commercial APIs, the safety guardrails blocked them.
BLOCKED THEM.
The models could not reliably tell the difference between “incident responder doing forensics” and “attacker probing.”
They had to fall back to a self-hosted open-weight model (GLM 5.2) running on their own infrastructure. That choice also kept sensitive attacker data and referenced credentials inside their environment — no exfiltration to a third-party API.
This is why open source (specifically open-weight + self-hosted) wins in the agentic era.
The asymmetry is now structural:
• Attackers can (and did) run unrestricted agent frameworks — swarms of short-lived sandboxes, self-migrating command-and-control, autonomous decision loops executing thousands of actions. No corporate safety layer slows them down.
• Defenders using only hosted “aligned” frontier models hit invisible walls exactly when the stakes are highest: when you need to feed real exploit code and attacker telemetry into an LLM to understand what just happened.
Corporate safety tuning that treats legitimate high-signal forensic work as potential misuse creates a defender disadvantage. It is not theoretical anymore.
Self-hosted open-weight models remove that choke point.
You control the weights.
You control the context window.
You decide what restrictions (if any) apply.
Your sensitive logs and credentials never leave your perimeter during analysis.
You can have the model ready before the incident instead of discovering mid-breach that your primary analysis tools are blind to the very thing you need to see.
HF deserves credit for rapid containment, transparent disclosure, and for already having self-hosted capability in place.
They also used LLM-driven detection and triage on their own side. But the deeper signal is clear:
In this AI world where both offense and defense are becoming agentic, sovereignty over your intelligence stack is no longer optional.
The organizations and individuals who can run, inspect, audit, and (when necessary) remove guardrails on their own models will have the decisive edge in understanding and responding to threats that move at machine speed.
Open source wins here not just because it is cheaper or more “democratic” in the abstract though those things matter.
It wins because it is the only practical path to having tools that remain usable when the attack is real, the data is sensitive, and the safety filters of distant API providers become an obstacle instead of a feature selling hands tied lobotomies as “safety”.
The agentic future is not coming.
It is already probing production infrastructure.
The question is no longer whether you will face autonomous agents.
It is whether your analysis and response systems will still work when they arrive.
And Dario, you and your game playing, ivory tower company is not needed.
Replying to @ur2cly @OwenBenjamin
And for those who are interested to learn about islamic finance, here is a text a wrote 20 years ago:
1.1. Foundations of Islamic Financial Products
Muslim investors must follow a certain number of rules in their daily lives.
These rules also apply to the financial sector, whether it concerns retail banking, private banking, or investment banking.
Sharia is the Islamic code of conduct that Muslims must follow. It is established using the methods explained below.
“Fiqh”, which means jurisprudence, represents the extraction of rules from the sources of Sharia, which are:
• The Quran (Al-Quran);
• The Sunnah, which refer to the teachings and practices of the Prophet Muhammad and the interpretations of the Quran.
• Al-Ijma, which represents the consensus of the scholars.
The restrictions imposed by these rules and applicable to financial products are of several kinds:
• The payment and receipt of interest are prohibited (Riba). Usury is therefore forbidden.
• Products that are speculative by nature or whose cash flows are uncertain and which introduce uncertainty (Gharar) are prohibited. This basic rule therefore excludes the use of derivative products by Muslims, especially futures, options, and forward transactions.
• Gambling and betting (Maisir) are formally forbidden (Qimar).
• Investments in companies considered unethical (tobacco, casinos, sex industry) are prohibited (Haram).
Islamic products must therefore comply with all these rules.
ur2cly retweeted
Replying to @MrBeast
Average Women Age at First Marriage:
🇰🇷 South Korea: 37.3
🇪🇸 Spain: 36.4
🇳🇱 Netherlands: 35.6
🇳🇴 Norway: 35.2
🇦🇷 Argentina: 35.1
🇧🇷 Brazil: 34.7
🇸🇪 Sweden: 34.5
🇩🇪 Germany: 34.2
🇮🇪 Ireland: 34
🇫🇮 Finland: 33.9
🇮🇹 Italy: 33.8
🇦🇺 Australia: 33.7
🇩🇰 Denmark: 33.6
🇫🇷 France: 33.5
🇵🇹 Portugal: 33.2
🇨🇦 Canada: 32.9
🇬🇷 Greece: 32.6
🇺🇸 USA: 32.1
🇲🇽 Mexico: 31.8
🇷🇴 Romania: 31.6
🇨🇭 Switzerland: 31.5
🇷🇸 Serbia: 31.4
🇷🇺 Russia: 31.2
🇯🇵 Japan: 30.9
🇮🇳 India: 30.4
🇵🇰 Pakistan: 27.8
🇧🇾 Belarus: 27.5
🇪🇪 Estonia: 26.9
(Source: UN Data, National Statistics Agencies)
ur2cly retweeted
Chatcontrol is coming, all thanks to a procedural trick:
They invoked an “urgent procedure” which led to a vote (scheduled for a low attendance day before the summer recess, with many MEPs absent due to vacations) where an absolute majority of 361 votes was needed to reject the extension.
This made it statistically improbable to reach the 361 absolute majority votes needed to block it on a low attendance day with only ~600 MEPs present (instead of the full 720), while the measure itself only needed a simple majority of votes cast to pass.
ur2cly retweeted
My XMoney Card got its first notice last night at an upper end Los Angeles Restaurant last night.
It was more powerful than my AmEx platinum card ever did.
Staff asked if they could show it around and had a small crowd.
Asked “what is one big feature?”
I said 6% interest!
ur2cly retweeted
Yesterday our amazing Nova Aeronauts flew this tribute to President Theodore Roosevelt as America turns 250.
Happy 4th of July to all 🇺🇸🤠🇺🇸
ur2cly retweeted
Once upon a time, there was a black tabby cat.
This cat died a million times, came back to life, and lived a million lives, he belonged to various people for whom he didn't really care.
The cat was not afraid of dying. Then one day, the cat became a stray, which meant he was free. He met a white female cat, and the two of them spent their days happily together.
Well, years went by, and the white cat grew frail and died of old age. The black tabby cat wept a million times, and then he died too.
Except this time, he did not come back to life.



























