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Kevin

@qiw

27 Following
19 Followers
Kevin pfp
Kevin
@qiw
o3 answers the question I ask all new models: "You have consumed more information than anyone in the history of the world and you've demonstrated an extraordinary ability to make connections among them. What are the most important non-consenus or even not-yet-hypothesized things that you've picked up in the in betweens and connections or believe to be true based on everything you've learned?"
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Kevin
@qiw
There is a new platform, Sci-Net (sci-net.xyz) where researchers can help each other by providing paywalled papers. The platform builds upon Sci-Hub meme token $scihub to reward active members.
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Kevin
@qiw
heard from some startup engineers that they lost several work hours gawking, stupefied, after they plugged 4.1 mini/nano into every previously-expensive part of their stack you can just do gpt-4o-quality things 25 × cheaper now
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Kevin
@qiw
Some leaders grew up among the people, deeply understanding their struggles, hopes, and desire for a dignified life. Others were raised in privilege, sheltered in the gilded bubble of extreme wealth. It’s disheartening to see ordinary people idolizing billionaires.
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Kevin
@qiw
Stanford just published a comprehensive 456 page report about AI in 2025. It's a pretty easy document to scroll through. This is one of my favorite charts from it. If you find it tough to keep up with the rapid pace of AI news, this doc is the resource for you!
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Kevin
@qiw
Everyone says “it’s just a dip”, but bull run is FINISHED 9/10 bearish indicators appeared, but you ignored them The same setup started every major crash before Here is why it's over and how to predict the market peak
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Kevin
@qiw
U.S. and EU to create a 0% tariff zone during a 90-day pause… China prepares to lift its crypto ban at the same time. Free trade zone + China unbans crypto — is a perfect storm.
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Kevin
@qiw
UC Berkeley open-sourced a 14B model that rivals OpenAI o3-mini and o1 on coding! They applied RL to Deepseek-R1-Distilled-Qwen-14B on 24K coding problems. It only costs 32 H100 for 2.5 weeks (~$26,880)! It's truly open-source. They released everything: the model, training code, dataset, and a detailed blog (links in the thread). Finally, a powerful coding model we can run locally. I hope Sam can open-source something better than this.
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Kevin
@qiw
Apple $AAPL flies in 5 planes full of iPhones to avoid US tariffs.
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Kevin
@qiw
Bessent was hired to strengthen the dollar by doing the opposite of all the warning signs he saw in the British Pound. Inflated housing markets, treasury yields, etc. all pointed to the big short that the Soros fund pulled off. Bessent's obsession with the prices of homes and the interest rates on treasury bonds isn't just rank populism. He's looking to strengthen the leading indicators of a currency. This is what I mean by "white hat hacking" the dollar. Mapping out its vulnerabilities to protect it against future exploitation. One of the most glaring vulnerabilities was a heavily overinflated trading market. Wall Street was on a sugar high. Hedge funds were leveraged to the gills, and if that bubble popped, it would have created an 08 style financial crisis. The tariff roll out... volatility and all... was a way of creating controlled detonation. Wall Street FREAKED OUT and deleveraged themselves.
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Kevin
@qiw
2025 Bull Run is over and you're trapped in denial Smart money is buying $BTC, but price isn't moving This happened before every major BEAR MARKET
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Kevin
@qiw
If you're a businessman from a neutral third party country like Hungary or South Korea, is the US now as attractive a place to do business as it was even a decade ago? Do you want to hold dollars and base your company in the US and buy/sell from the US and send your kids to school in the US? Probably not. That businessman may be forced to rebase around China as the global hub for logistics, whether they like it or not. And they'll have to rely increasingly on the Internet (including Bitcoin) as the actual mechanism for enforcing a "rules-based order" that even China has to respect. But that doesn't mean globalization comes to a halt. It just means that the US abandons the wave of globalization it set in motion. And as it steps down, it names China and the Internet as the competing successors to American Empire.
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Kevin
@qiw
Breaking: China's State Council Tariff Commission announced an additional 34% tariff on all imports originating from the U.S., on top of existing applicable rates. #TrumpTariffs
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Kevin
@qiw
Here’s a reframe. AI doesn’t take your job. AI allows you to do any job. So a coder can now make films. And a filmmaker can now write code. It allows a non-specialist to get started. But a specialist will be needed for polish.
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Kevin
@qiw
Take 8 mins to learn about China's new mega-dam that will redraw the entire river flow of Southeast Asia. China is investing in itself with great works of hard physical infrastructure. You have to imagine pursuit of such works unifies & makes its ppl proud. Will we do the same?
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Kevin
@qiw
We knew very little about how LLMs actually work...until now. @AnthropicAI just dropped the most insane research paper, detailing some of the ways AI "thinks." And it's completely different than we thought.
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Kevin
@qiw
Dartmouth just ran the first clinical trial with a generative AI therapy chatbot—results: depression symptoms dropped 51%, anxiety by 31%, and eating disorders by 19%. “Therabot,” built on Falcon and Llama, was fine-tuned with just tens of thousands of hours of synthetic therapist-patient dialogue. Imagine what can be done training with millions of hours of real therapy data 👀 home.dartmouth.edu/news/2025/03/f…
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Kevin
@qiw
No reindustrialization without dedollarization. But dedollarization means imperial collapse. On the other hand, so does deindustrialization! This is the fundamental paradox.
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Kevin
@qiw
Compilation of 16 USEFUL things people did with GPT 4o native image generation can do (aside from Ghibli images) in the last 48hrs! They include — Full video movies / podcasts / ads — UI design loop — 3D model gen Full Lord of the Rings in Ghibli
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Kevin pfp
Kevin
@qiw
Compilation of 16 USEFUL things people did with GPT 4o native image generation can do (aside from Ghibli images) in the last 48hrs! They include — Full video movies / podcasts / ads — UI design loop — 3D model gen Full Lord of the Rings in Ghibli
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