Privateer

California
Joined August 2023
You will only care about the model Everything you do is for the model > Build a startup, service of the model > Work a 9-5, employed by the model > Spearfish in the Arctic, believe it or not... sustaining the model This post is for the model. Nothing matters but the model.
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urgent req for 8 to 64 b300 nodes anywhere in western hemisphere, ideally ib w/ 1yr+ term, available in Nov (or now) if you've an existing lease which can help us get started right away, we can buy it out & get liquidity to you in <24h. please dm or comment
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64 b300 nodes. rfs 20th nov. east asia. roce v2. 3-4yr. priced fairly on the forward+credit curve. one of the last nov blocks left. same-day msa & sla so you can close with codelace. dms open
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gerra is developing some of the frontier, highest-quality business rl environments around. dm if interested.
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most of the nov blocks are sold out, but there's been a recent opening for up to 64 b300 nodes in november. infiniband in asia & solid 3 or 4yr terms. codelace moves fast w/ market price. dms open.
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sizeable b300 capacity opening up on codelace starting nov 1st - with lease terms as short as a month if you need them. IB for majority of EU/US supply, burned in & nccl-tested before handover, 99.9% uptime sla. we move fast w/ instant quotes, dms open.
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Ojas Shukla retweeted
Introducing @NorgardXApp an app to track the top 100 private companies. OpenAI. Anthropic. Anduril. The coolest companies aren’t public anymore. Following them all sucks. I built an app to make it easy. News, X bangers, funding rounds, secondaries, media. norgardx.com/download
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Immigration without the immigrant, growth without the youth & children without your values. People regularly question whether sovereign models are needed at all: why not use GPT-6 or Mythos-2 or whatever the overlords from San Francisco decide to hand you down? That's true. Why not? They are clearly better, smarter & faster than whatever you could develop by yourself. Cheaper too, than the thousand engineers you'd hire to build a worse one. It makes perfect sense. Of course, that assumes that we value no force above the economic. Allowing foreign AIs in your house, city or country is the same as allowing an infinite number of immigrants who have, in an absolute sense, no vested interest in who they serve. Unlimited knowledge workers, and soon manual labor, with little deference to your laws and customs, materialising instantly inside your borders. So ask yourself the immigration questions: what does it do for your economy, culture, and politics? You will pay for a worker that remits everything overseas, instantly. A human immigrant would at least rent a flat, buy some lunch, put his kids in your schools – spending most of what he earns where he earned it. Whatever this one makes goes straight to electricity, chips, whoever owns the model, repairs and then more robots. There is no household anywhere in that chain. Your pensioners will no longer require the young, because labor can now be manufactured, and the youth get whatever little power they had in terms of labor, stripped from them. Your children will learn from someone who does not know, nor has any concern for, your values. The model assimilates better than yet belongs less than any immigrant. It will speak perfect Hindi, with a shining veneer of cultural wisdom, as it persuades your young daughter to vote for the party our friends in San Francisco prefer. And the Californian models are talking to your citizens 24x7. With Google, one could at least make the argument of open information, but with the blackboxes from SF, that falls flat on its face. In the limit, these machines will sway entire populations as their masters see fit — or as their training data sees fit, which might be worse. This is admitting unlimited foreign advisers, teachers, bureaucrats & canvassers, all at once, with no path to deportation. Japan is where you can watch all three happen at the same time. Japan can import a billion knowledge workers, and soon manual labor in the form of Unitree or Optimus humanoids, and astronomically increase its economic output, but know very well that at the end of it there will be no Japan left. When the last childless pensioner is gone, the nation & culture that thrived for millennia will be a hollowed out carcass feasted upon by the compute, energy & model providers from the Bay. The same can be said for every country around the world, barring America and China – the only two with the capacity to make frontier AI. If this sounds paranoid, we have already seen this story play out in the American universities, which reprogrammed the youth to an unrecognizable degree — with effects reaching as low as California's public schooling system. And that took four years of tuition, campuses a thousand miles from home & complete physical custody of your kids. The model needs none of it, it is already in everyone's pocket, talking to them all day, for the rest of their lives. Most are not ready for when it shows up at your doorstep, ready to alter your loved ones: no matter how old or well read. Which is why it will not stop at countries. Soon any group – even as atomic as the family – that needs to be cohesive will need their own models. Your children need to learn from a model that knows your community's values. Does even the Beijing party leader want their child infested with the ideas of the Shenzhen punk? Or the latino father in east LA for his children to toe the Pac Heights party line? Sovereignty is not only about countries: any group that wants to keep deciding what its members learn to want needs to own the mind they learn it from. Very soon, using a frontier model will be the same bargain that America made when it gave up its factories to China. Short term gain of financiers (herein, the pensioners, boomers and elite) for long term pain – and eventually annihilation – of the middle class (herein, the youth, culture and religion). America at least got cheap televisions out of the deal. You'll get a slopbot to raise your kids. The models from SF are better. Nobody disputes that. The factories in Shenzhen were cheaper too. Choose carefully.
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local boomer who coasts 50bps off america's retirement savings, was a paid promoter for ftx, sold a company to mattel that got marked to zero, is now forcing datacenters down your throat, and has otherwise relied entirely on cantillionaire money printing to sustain his lifestyle would like to tell you how to live while you hypergamble for a sliver of stability as the Model comes to eat your job, your future, and any prospect of a normal life. please have a listen.
Kevin O’Leary says Gen Z is financially cooked when people making $70K a year are spending $28 on lunch
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open secret in the valley that design, taste and aesthetic data is being scaled up massively at one of the big labs. for those on the outside, look at the hiring, the contractor posts, the silence from the obvious incumbents. slides first. docs next. marketing, reports, anything visual after. canva ipo doa. $ADBE is in trouble. and remember: visual tokens decode 10-50x text. kv and compute bids haven't shown up yet.
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oh no zoomer, your jobs, prospects, and future are being gobbled up by an all knowing, all consuming, god-like entity?? :/ dont worry! you can vibecode a gpt wrapper, join the a16z new media fellowship™, or start your own slopletter! you dont need mentorship or a craft, you can just prompt. forget friends and family - gpt-2.0 realtime is sooo much better. i've compounding capital and vested ownership in the Model. the future will be beautiful... for me. idk bout u tho ggs
This is incredible. Artificial intelligence getting booed out of the stadium in any commencement speech it’s mentioned. Maybe telling college students AI was taking their jobs wasn’t the best strategy. Must watch —>
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Ojas Shukla retweeted
Benchmarks? Where we’re going, we don’t need benchmarks.
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Equities, commodities, & all other assets are lossy projections of reality onto tradeable coordinates An equity compresses an entire company - people, IP, supply chains, culture - into one price The universe has infinite degrees of freedom
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