Quantian

Quantian

@quantian.bsky.social

Locked in and posting regularly on here now

17.5K followers260 following3.9K posts

If you are still on the “cheap Chinese models will take share from US labs” cope train you need to get off. US labs are now distilling their own models to compete across the Pareto frontier, so Haiku is better model than Kimi at 1/8th the cost. The only reason to use it is if you MUST self-host.

The only competitive Chinese model is GLM because they are focusing on RL rather than distillation in order to develop powerful cyber capabilities and as a result they might get, like, literally sanctioned if they release an open source cyber weapon so idk how long that continues

Anthropic cumulative operating loss since inception is only $12 billion and at their current run rate operating margin they will completely recoup that loss by Q1 27 even if revenue is flat. So much for “these companies will never make money” lmao

I’m guessing the results from the first batch of GPUs in space are bad because instead of hearing about how wonderful orbital data centers are Elon has pivoted hard towards “only I can break regulations fast enough to build regular earth based data centers, unlike those losers at Coreweave”

Techmeme@techmeme.com

Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center firms, and 200+ neoclouds face "death and consolidation" (Elon Musk/@elonmusk) Main Link | Techmeme Permalink

Sushi in Japan is for rich tourists and corporate expense accounts, not normal people. At nominal exchange rates (eg tourists), the median American is richer than all but the top 5% of Japanese households, and even adjusting for PPP differences they’re comfortably in the top quartile.

Lycopersicon Esculentum@lycopersicon.bsky.social

@evanwch.bsky.social Most Americans think the Cheesecake Factory is a "nice and fancy restaurant" while the French get farm fresh cheese at gas stations and the Japanese get flawless sushi in subway stations BECAUSE US capitalism has kept us poor and abject. So that's for pointing our the problem.

One reason games are so expensive is that you need to hire a lot of very expensive programmers rather than much cheaper creatives like writers and VAs, so it’s especially odd given the recently created Automated Programming Machine to go “let’s fire our creatives”. That’s the comparative advantage!

This post is unavailable.

“But if you just vibe code up your entire special snowflake engine your product will be a buggy mess you’ll have to spend forever patching” so like every game that’s been released for the past 15 years but at 1/100th the price?

What do we think is the highest political office currently held by an active furry. There’s gotta be a couple of state senators and such. Have they reached the House yet? Highest military rank is probably O-6, they’re called full bird for a reason

This post is unavailable.

Damn. This would be a huge problem if anyone on the planet other than Google employees used Gemini Pro 4

This post is unavailable.

I just saw a Gemini billboard on the expressway, never mind it’s escaped containment. It was only a matter of time before “consumer acquisition by way of sycophancymaxxing” became a thing, I just expected Zuck to cross that bridge first.

One thread they dropped completely after ME1 was you were supposed to be a spy, not a super soldier! Like the council called you up and went “listen up 007, we think this guy is dirty, go check it out and maybe push him out a window in a plausibly deniable manner if he is” bsky.app/profile/slic...

justrip @slices.bsky.social

ME1 felt like solving a mystery while running over mechs in your lowrider tank

Whenever they leaned into this with like Kasumi’s heist or the Shadow Broker DLC it was way better than “go kill a bunch of mercenaries idk”

Not relevant to the headline per se but I love how after WW2 Japan just invented 20 fake holidays and named them shit Tree Day and Respect for the Elderly Day and Culture Day, which happened to coincide with like Imperial Dominion Over Manchuria Day or whatever they previously celebrated

Kyle McLain@farmboyinjapan.bsky.social

Just announced: Shigeru Miyamoto has been awarded the prestigious “Order of Culture” award from the Japanese government, for his “contribution to Japanese culture”. The Emperor will present Miyamoto the award on the Japanese national holiday “Culture Day” (11/3). news.yahoo.co.jp/articles/ca2...

A brief summary of the market recently: all those lines going down are baskets of stocks with "good" characteristics: cheap, profitable, high ROIC, low risk, &c. All the lines going up are baskets with "bad" characteristics: volatile, very cyclical sales, high turnover, already up hugely, &c.

You may note that all these supposedly different factor baskets are basically either highly correlated or highly anticorrelated now because they're loading on some kind of massive latent factor. You would be right!

Wow shutting down BioWare and cancelling the new Mass Effect, that’s definitely going to reassure gamers and engender a lot of goodwill towards EA’s new owners

Boy there sure is a lot of anti-Indian racism on Twitter. I sure hope nothing happens to make this go mainstream, like some kind of hugely consequential global fuckup that combines a comical level of stupidity with extreme nepotism and corruption in an incredibly stereotypical and kinda funny way.

Reminder that the $80bn Anthropic net loss figure is going to be 95% driven by warrant liability accounting, an economically meaningless non-cash charge, BUT you can safely flag anyone reporting on it *as if it were real* as not understanding GAAP and whose other accounting takes should be ignored.

A huge pet peeve of mine is that literally the oldest and most basic genre of storytelling, the tragedy, has entirely vanished from mainstream big budget media for inscrutable and baffling reasons. The most recent original example I can think of that isn’t a remake/prequel might be Breaking Bad!

This post is unavailable.

Even within my lifetime, James Cameron went from making Titanic, an unambiguous if trite paint-by-numbers romantic tragedy, to the Avatar series, which is so terrified of itself it can’t maintain a story beat that might upset the audience for longer than 15 minutes

Last year the CEO of a multi billion dollar quantum “company” absolutely lost his shit at me in public and started yelling at me for being disrespectful little shit because I asked a simple question about the claim he had made one sentence earlier. These people rely on identifying and fooling fools!

Will Stancil@whstancil.bsky.social

Right, that’s the trick: people expect fraudsters to be masters of words and emotions who will cast a spell on you, but in reality it’s someone saying “I made the greatest thing on earth, don’t worry about the details, give me money?” and you being too afraid of missing the boat to say no.

In fairness, he was correct that I was being a disrespectful little shit and I did in fact want him to fail, but maybe don’t brag about how your product finally was able to solve a problem that’s literally “return the null set”

Obviously the answer is just that men are better at it than women. As the time investment to cook falls and wages equalize, the comparative advantage of women cooking vanishes, and men return to their natural place in the kitchen. This is why it's diffusing out from the upper middle class first.

Similarly, women are better at detail oriented tasks like graduating from college or being doctors, but edpol forces them to date educated men. For this reason, colleges should offer useless male-coded vanity degrees, like math or CS, to create eligible bachelors to be future stay at home chefs.

Obviously the answer is just that men are better at it than women. As the time investment to cook falls and wages equalize, the comparative advantage of women cooking vanishes, and men return to their natural place in the kitchen. This is why it's diffusing out from the upper middle class first.

Embarrassing that this article didn't go viral here earlier, it has like 10k likes on Twitter. You people need to step it up with the gender wars, this is primo ammunition.

Since IPO, not one insider has ever purchased a single share of Coreweave in an open market transaction. They have, however, collectively sold over 90 million shares for just a hair less than $10 billion.

A very good approximation of the “quality of life” in a city is the marginal cost of moving there, ie market rent per square foot in units of income. If you tried to build a better index you might be able to, but it would probably have a R^2 of 80% and the graph would not looks like this.

Ben Raderstorf@raders.bsky.social

Sacramento is, by these metrics, the best value and some of the highest quality of life anywhere in the west. California incomes and sunshine with Portland’s prices and Denver’s access to nature is I guess a ranking-friendly combo?

Individuals already make the calculation of the tradeoffs between the various QOL factors like weather, jobs, housing, transit, density, schools, dating, amenities, etc, and that gets averaged across many different people into a single number called “rent”. You can’t just go “nah, they’re wrong”.

The entire aura of smoking is that you know it kills you and you don’t care, this is like the chuds who are trying to rebrand nicotine pouches as cool and badass instead of woke soy harm reduction

Alex Karp really is the perfect spokesman for neurodivergent people online, in that can’t fucking do anything beyond self medicate with cocaine and yap about how much smarter he is than everybody else

Jenny Cohn@jennycohn.bsky.social

“‘There are basically two ways to know you have a future,’” Palantir CEO Alex Karp said. ‘One, you have some vocational training. Or two, you’re neurodivergent.’” 3/25/26 share.google/BSpEdevJ0wx9...

We need to incept the idea of Trump renaming the GOP to the Trump Party, and by “incept” I mean have a reporter mention it once within his earshot and he’ll become obsessed with it and not let it go

HELL Kennedy@helenkennedy.com

From Reddit:

This paper makes school closures look pretty good! It finds they are the second most effective NPI overall, behind only masking, and argues that cost doesn’t justify it. But to get to that $26mm number they need to use an absurdly high number for education value and still only end up at 2x VSL.

Michael Hobbes@michaelhobbes.bsky.social

lmao this is such a sick way to conclude that COVID school closures were a mistake www.kuow.org/education/20...

The problem is this is Bluesky and people get mad about assigning a value to life in the first place, so if you look at the comments and QTs it’s yelling to the point nobody noticed “hey if you account for the uncertainty in these estimates and fog of war at the time, this policy was fine?”

Portable mortgages? Somehow they’ve invented an even more 1,000 year boomerreich policy than Florida’s You Have To Be Allowed To See Your Grandkids Whenever You Want Act

Steven T. Dennis@steventdennis.bsky.social

This is entirely because the US does not have portable mortgages.

I’m playing SWTOR for the nostalgia kick and honestly there’s like 2.5 storylines worth of classic BioWare fire in there that they tried to stretch into 8 and it didn’t really work

Make Jedi Knight and Sith Inquistor the default single player classes, fold the other 6 in as companions, and boom you’re cooking.

It’s kind of funny how TESCREAL was a total swing and a miss on account of thinking “all these people are linked by their shared love of modern Russian cosmist philosophy” and not “all these people are linked by their shared love of experimental Russian research chemicals and rape orgies”