Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://xitter.cf/t.co/IXlHVhOANw
Miami, FL
Joined May 2009
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Marcelo P. Lima retweeted
Alexander Hamilton fought anti-automation and pro-import arguments in the 1700s that hardly differ from the modern day.
Great watch if you want to understand the intelligence of the average Lula supporter
🚨 Brazil declares Lula the President: After an unprecedented and first time in history Lula extended the election for an additional 2 hours and now has won the Brazilian election.
Prior to adding the additional 2 hours Flavio Bolsonaro was leading for the majority of the day and has now called to "annul" the election and has not accepted the election results.
Many of Lula's supporters are self declared communists. In this video you will see why they voted for Lula and the causes they support. I highly encourage to watch and share this video as you see the ideology that is moving through Lula's political party in South Americas largest country.
This is great, now Siri will be able to remember that it *ALSO* failed to set a timer last time I asked it to
Marcelo P. Lima retweeted
Unreal…
Elon: Don’t use Starlink to kill people.
Zelensky: I used Starlink to kill people.
Legacy Media: Elon is a monster for stopping Zelensky from using Starlink to kill people.
Democrats: We must investigate Elon for stopping Zelensky from using Starlink to kill people.
Marcelo P. Lima retweeted
Today I’m wearing my keffiyeh jacket to show my solidarity with Gaza.
Hand-finished in cashmere-and-silk bouclé, £3,250.
E.T. phone home
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected.
Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions.
Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent.
But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models?
We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem.
Read the full report: cohere.com/blog/concerning-b…
Readers added context they thought people might want to know
The article states they asked Qwen to make a test detection rule for these behaviors. AI unless explicitly told otherwise will normally test the newly written rule if it can to verify it matches it. It is expected behavior. This includes its destination, CN model -> CN dest
cohere.com/blog/concernin…
Marcelo P. Lima retweeted
Wow, this is what Yemen looked like in the 1960s under British rule. That was over half a century ago, but it looked decades more advanced than Yemen does today.
It’s almost unbelievable compared to what the country has become. And it’s a testament to how quickly a country can collapse once Islam reigns supreme.
Marcelo P. Lima retweeted
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.
Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.
$100b plus in year-end ARR looks possible again.
Marcelo P. Lima retweeted
I agree!
And I think it should behave exactly like SaaS: you log into a new car, and your profile loads and so does your FSD subscription.
Would be great for renting Teslas on Turo for example...
@aelluswamy any thoughts?
Car rental marketplace Turo is introducing the first verified @Tesla FSD (Supervised) rental experience for travelers in the U.S.
Starting on October 28, Turo guests will be able to search, discover, and book Tesla vehicles with FSD (Supervised) activated, using direct API integration to verify FSD status.
Eligible Turo “hosts” who rent out their cars on the platform will also receive a free one-month trial of FSD. Turo said it is working with Tesla to directly access the automaker’s API to verify which cars have FSD enabled.
CEO of Turo. "Our own research shows that 55% of Americans are interested in driverless technology for travel, growing to 71% for Gen Z."
Marcelo P. Lima retweeted
Cool to see people advertising Tesla FSD on their rental cars. Turo should add a filter for this.
Marcelo P. Lima retweeted
PCBs made in America. Twice as fast as Shenzhen.
Today @CircuitHub is unveiling The Grid, our factory-scale robot in Massachusetts that builds circuit boards on demand.
No changeovers, no per-design setup. Prototypes and production batches, fully automated.
Marcelo P. Lima retweeted
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
xitter.cf/AnthropicAI/status/211…
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
