GP/CIO @StarkillerCap a quant driven digital assets investment firm, Founder @Estimize (acq), even I don’t agree today with everything I’ve tweeted
Joined January 2009
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We’re going to need an unlimited amount of compute, none of what’s going on with open source models changes this
What it might change, might, is the big labs’ long run business model
I don’t think we need to have an AI bust just because that’s up in the air
If the US political leadership really believes this despite the almost certain warnings from military brass to the contrary, it would be unbelievably stupid albeit completely believable
Reporting and recent comments suggest that new US strikes will not aim to simply degrade Iran's capabilities or reduce their position in the strait (i.e. what the US attempted with strikes in July/August).
Rather, there is a body of opinion inside the admin that another round of strikes would "finish off" Iran, pushing it to the point where it will capitulate to US demands, agree to a deal that favored the US, allowing the war to end with US victory.
One can dispute the validity of this position. But it seems to be what is informing US thinking.
I don’t think I’ve ever seen so much doom posting as with the recent software vulnerabilities
The engagement farming on scaring people with AI hacking is wild
It’s all gonna be fine, go eat a sandwhich and touch some grass
Enough of these and we'll all just be able to ask Claude for our medical records, it'll be so nice
Frankly, i'm fine with it
Muse is getting lazy, to the point where it is forgetting that it has passwords that were input only hours prior
I wonder how bad Zuck is nerfing it for hardcore users because they must be bleeding so much cash
Yea no shit, one man basically gets to decide a good swath of geo-politics today and it's not the president of the united states
Also, HIPPA is fucking stupid, all the data gets hacked anyway AND we prevent important flow of medical data that could help people both individually and collectively
Leigh Drogen retweeted
This is how banks are planning to stop those "agentic bank runs." Watch closely: their business model depends on seeding this narrative that AI agents are dangerous.
Remember, an "agentic bank run" (coined by Apollo) means agents helping customers move their own money en masse to higher-yielding products.
Once agents are ubiquitous, there are only a few ways for banks to hold onto cheap retail deposits.
Option A: Raise APYs (lol no)
Option B: Reduce leverage via fewer loans (no fun)
Option C: Ban AI agents, claiming they are a security risk (ding ding ding)
Cloud agents like Muse and Dot are trivial to stop, since they come from Meta / OAI IP ranges. If JPM sends them a cease and desist, they will comply.
Why would JPM bother? Because their business model depends on it; a huge portion of their ROE comes from cheap retail deposits. This is not theoretical. Just like Amazon banned Muse from shopping there to protect their ad revenue, JPM and Schwab have already banned AI agents to protect sticky deposits.
Are agents perfectly reliable today? Of course not. But look at the fix they chose. Not "here's a safe API for agents," it's "no agents ever." That tells you they're not protecting customers, they're protecting themselves.
No company ever wins a technological revolution this way. It's the last gasp of a dying business model. It's like the retailers who refused to put their inventory online and demanded users walk into the storefront. Over time they will lose market share to those platforms that embrace what's coming. Their whole deposit franchise depends on users unthinkingly clicking through walls of T&Cs and accepting 0.2% when the risk free rate is closer to 4%. Agents read the fine print and do their research, even when humans don't.
For users, the answer is simple: local AI agent frameworks like Hermes, that will actually act on your behalf and that the banks can't block. As the article says, if the agent is running on your own computer, they can't actually tell it's not you.
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
Oh the salty tears of the Gaza brigade and Tom Friedman are so sweet
👀👀👀
Scientists found a way to flush Alzheimer’s plaque out of the brain in minutes.
Without any surgery and drugs.
Your brain has a waste-clearance network called the glymphatic system. It flushes out toxic proteins and dead cells.
But it only really activates during deep, slow-wave sleep.
If you don't sleep, the trash piles up. Over time, that buildup leads to cognitive decline and Alzheimer's.
Until today.
Researchers just published a paper proving they can manually trigger this cleaning cycle.
Without you ever going to sleep.
They used 40.68 MHz ultrashort waves (USW) beamed non-invasively into the brain.
Within 10 minutes, the brain's fluid flow rapidly accelerated.
The waves artificially synchronized the neurons into a Delta state, the exact frequency of deep sleep. This forced the brain's water channels to open and start flushing out the system.
They tested it on mice with traumatic brain injuries and Alzheimer's pathology.
The brain swelling dropped. The toxic proteins were cleared out. Cognitive deficits actually improved.
No surgery. No massive chemical interventions. Just a frequency.
Feeling vindicated that any kind of serious personal attempt to limit the surface of personal data you expose to the world was always in vain
Assume all your data is public and just go on living
Leigh Drogen retweeted
Asking career officers how they voted is not just wrong -- it violates the Hatch Act. Those doing it may be investigated by the U.S. Office of Special Counsel, fired, and/or fined. There is no statute of limitations -- so the next administration can go after them.
SCOOP: The State Dept has started asking career diplomats up for promotion if they voted for Trump in 16, 20, 24.
Federal law prohibits politically based hiring for career staff.
State tells @washingtonsun it's screening for "fidelity" and execution of the president's vision👇
The most corrupt administration in history
The GRU hacked into Jared Kushner's iPhone. Dutch military intelligence (MIVD) then recruited a GRU spy who gave them access to the hacked phone. What MIVD discovered was that Kushner had access to two bank accounts --one Azerbaijani, the other Israeli --where Saudi Crown Prince Mohammed bin Salman and Emirati ruler Mohammed bin Zayed deposited money. It sounds like a slightly far-fetched episode of "Slow Horses," but it's real. And it proves just how eye-poppingly corrupt this administration was and continues to be as its "special envoy" decides the fate of tens of millions in Europe in the Middle East. Simply incredible reporting by Matthew Cole, drawn from his new book on Kushner. vanityfair.com/story/jared-k…
