

yes, chainguard broke embargo, and within a few hours a reverse engineered PoC was kicking. I saw at least two implementations yesterday when assssing impending work
and I havenāt slept yet (although now aaaalmost doneā¦)
Iām @froztbyte more or less everywhere that matters


yes, chainguard broke embargo, and within a few hours a reverse engineered PoC was kicking. I saw at least two implementations yesterday when assssing impending work
and I havenāt slept yet (although now aaaalmost doneā¦)


thereās also the engineering-side faffery: now youād need mixed memory controllers, mixed bus speeds, synchronisation issues, etc
simpler to just shove saltman et al in jail and recover world markets


what in the fuck
and I presume the answers default to yes


Betteridgeās reigns supreme


a nsfw to start wednesday, what if the billionaires all suddenly exploded


this is the same company that has attempted other ways of addicting their employees, for āproductivityā


ijlth: quantum


I follow a couple (like, 2~3) of fiber arts people and that was about the impression I got too, itās blown up with that much spill


furthering my previous guessing that thereās likely only appetite for 2, maybe 3, of these ridiculous IPOs, a number of analyst notes have started kicking around and theyāre getting progressively more realistic in their outlook. saw this one this morning
Red Flag #3: The IPO is Exit Liquidity, Not Growth Capital
To justify a $2 trillion valuation, our model shows that Anthropic would have to:
⢠immediately improve NOPAT margin to 10% and sustain it for the next 10 years (compared to -175% reported operating margin in 2025),
⢠grow revenue by 1000% in 2026 and 100% in 2027, and
⢠grow revenue 56% compounded annually from 2028-2035.
sounds ambitious. sure hope they donāt have any material risks and systematic exposures that make that harder!
In this scenario, Anthropicās
1. revenue would reach $3.6 trillion (compared to $4.6 billion in 2025), which is 1.4x the combined TTM
revenue of Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), NVIDIA (NVDA), Meta (META), and Oracle (ORCL).
2. NOPAT would reach $358 billion in 2035, compared to the companyās -$8 billion reported operating loss in 2025. For reference, $358 billion is 2.0x NVIDIAās $184 billion and 2.6x Appleās $136 billion in TTM NOPAT.
good thing the cost of inference is going down! sure, qwen3.8-27b is already stale and everyone needs to throw another couple hundred million at another training update, but the cost of inference! /s


personally I feel like all this shit is a continuation/outgrowth from the crypto āwhitepaperā phenomenon: ~zero substantive engagement with the actual discipline in question, and āwork productā (quotes intentional) equal to some claims with a āproofā thrown out as its defense
(it also continues to be part of a cultural and knowledge DDoS, which others have written better on)


cool fun new totally fine AI use: extortion


but, who the hell gave them $100k for this?
the third name is a vc-type, and I bet it wonāt take much scratching to find that linked to our good friends and the ongoing public image adjustment campaign thatās seeing funding from a few corners


I remember this showing up here a while back


I donāt get the second one


āmuskinā the truthā ā ākirkinā the kobayashi maruā


a great sneer found in the wild:

twitter screenshot
part one is a post by Steve Yegge (@Steve_Yegge), reads: āThis is going to come off as grumpy, but it needs to be said: Stop showing people your junk. Everyone can build junk with Al now. Nobody else wants to see your junk. Weāre not kindred spirits just because we both build junk. Play with your junk strictly in private. Thank you.ā
part two is a reply by kitze āļøtinkerer.club (@thekitze), reads: ācounterpoint: ā, showing a link card that points at Yeggeās Gas Town post


the one titled āinterestingā (archive) also smells


idly, I do wonder how well an ocr-only clodjeepeetea would work. every time I look in on all these āagent sessionā tools they appear to be a very mech turk thing of a phenomenal bit of hidden state, and a tiny little bit of visible distraction. feels like ocr-only might break a bunch of the usual tricks that are used to build on for the shiny demo


the networking part is fine (I do a looooot of networking), but the software quality and choices (esp with containers) is just extremely meh
re the gapping, eh, there are ways. just off the top of my head: rig up the serial console, screen+camera and usb keyboard signalling (which you can data diode on transmission later via usbnet). and thatās before you go for esoteric side channels and utter silliness
but āI turned off spectre and friends mitigationā is just some extremely funny shit
Iād never really looked into the name before but I just now realized what the Korolev was likely named for