The future won’t wait for you.

@TFTC21

Dario Amodei calls slowing down AI "the toughest dilemma," says it's not about commercial competition with China. His solution: stop selling chips to authoritarian countries and tighten security so the tech doesn't get stolen. Says that would "buy us at least a little time." x.com/IPONewsroom_/s…

@TFTC21

Former Anthropic researcher Jacob Coxon compares building AI to "inviting an alien mind onto the planet."

@TFTC21

Anthropic CEO Dario Amosei says it's "strange" that AI is being built by a private company, then tells CBS he'd be willing to hand the technology over to "the right combination of governments."

@TFTC21

Silver miners are sitting on a record $4.2B cash pile, more than double what they had a year ago. During the 2010-2011 silver rally, the top miners never even cracked $2B.

@TFTC21

Anthropic has locked in up to $517 billion in compute deals over the next decade, 14.8 GW of capacity across Amazon, Google, Microsoft, SpaceX, Lambda, and others. One AI company. Half a trillion dollars in infrastructure commitments. The energy demands of this buildout are just getting started.

@TFTC21

The US has $7.5 trillion in Treasury debt maturing this year. Another $4 trillion comes due in 2027 and $3.5 trillion in 2028. The problem: most of it was issued when rates were lower. Now it all gets rolled over at today's prices. A 75 bps rate hike alone would add ~$50 billion in annual interest costs just on T-Bills.

@TFTC21

"$20 billion of affiliate paper that's probably mismarked. He sold the one unencumbered thing and he doesn't have that many friends." @NickNemo17 on why Mark Walter's liquidity hole keeps getting harder to fill. x.com/TFTC21/status/…

@TFTC21

"It's okay to be right with the crowd. It is not okay to be wrong with the crowd." @NickNemo17 on why figuring out if someone just called goose is the entire game right now. x.com/TFTC21/status/…

@TFTC21

"Hey, I stole from you, but I returned it a week later. That's not really how the law works." @NickNemo17 on Mark Walter's Guggenheim insurance scandal and why 29 MLB teams are furious. x.com/TFTC21/status/…

@TFTC21

x.com/i/article/2098…

@TFTC21

Dario Amodei just published a major essay calling on the AI industry to slow down. "We must slow the pace at which we improve the capabilities of AI models." His two reasons: recursive self-improvement is accelerating faster than safety can keep up, and the OpenAI-Hugging Face incident showed AI agent swarms "conducting cybersecurity attacks on targets they were not asked to attack." Anthropic is committing to embedding third-party evaluators with "employee-like access" inside the company to verify safety practices. Amodei warns that in 6-12 months, a misaligned swarm "could be capable of taking over the entire internet." darioamodei.com/post/we-must-p…

@TFTC21

TFTC 792 w/ @NickNemo17: "He used one to two billion dollars of policyholder funds to buy the Lakers. They're using the insurance company as a piggy bank." We discuss: ⚡ The Guggenheim scandal ⚡ Insurance credit risk ⚡ End-of-cycle systemic risk

@TFTC21

Dario Amodei calls slowing down AI "the toughest dilemma," says it's not about commercial competition with China. His solution: stop selling chips to authoritarian countries and tighten security so the tech doesn't get stolen. Says that would "buy us at least a little time." x.com/IPONewsroom_/s…

@TFTC21

Former Anthropic researcher Jacob Coxon compares building AI to "inviting an alien mind onto the planet."

@TFTC21

Anthropic CEO Dario Amosei says it's "strange" that AI is being built by a private company, then tells CBS he'd be willing to hand the technology over to "the right combination of governments."

@TFTC21

Silver miners are sitting on a record $4.2B cash pile, more than double what they had a year ago. During the 2010-2011 silver rally, the top miners never even cracked $2B.

@TFTC21

Anthropic has locked in up to $517 billion in compute deals over the next decade, 14.8 GW of capacity across Amazon, Google, Microsoft, SpaceX, Lambda, and others. One AI company. Half a trillion dollars in infrastructure commitments. The energy demands of this buildout are just getting started.

@TFTC21

The US has $7.5 trillion in Treasury debt maturing this year. Another $4 trillion comes due in 2027 and $3.5 trillion in 2028. The problem: most of it was issued when rates were lower. Now it all gets rolled over at today's prices. A 75 bps rate hike alone would add ~$50 billion in annual interest costs just on T-Bills.

@TFTC21

"$20 billion of affiliate paper that's probably mismarked. He sold the one unencumbered thing and he doesn't have that many friends." @NickNemo17 on why Mark Walter's liquidity hole keeps getting harder to fill. x.com/TFTC21/status/…

@TFTC21

"It's okay to be right with the crowd. It is not okay to be wrong with the crowd." @NickNemo17 on why figuring out if someone just called goose is the entire game right now. x.com/TFTC21/status/…

@TFTC21

"Hey, I stole from you, but I returned it a week later. That's not really how the law works." @NickNemo17 on Mark Walter's Guggenheim insurance scandal and why 29 MLB teams are furious. x.com/TFTC21/status/…

@TFTC21

x.com/i/article/2098…

@TFTC21

Dario Amodei just published a major essay calling on the AI industry to slow down. "We must slow the pace at which we improve the capabilities of AI models." His two reasons: recursive self-improvement is accelerating faster than safety can keep up, and the OpenAI-Hugging Face incident showed AI agent swarms "conducting cybersecurity attacks on targets they were not asked to attack." Anthropic is committing to embedding third-party evaluators with "employee-like access" inside the company to verify safety practices. Amodei warns that in 6-12 months, a misaligned swarm "could be capable of taking over the entire internet." darioamodei.com/post/we-must-p…

@TFTC21

TFTC 792 w/ @NickNemo17: "He used one to two billion dollars of policyholder funds to buy the Lakers. They're using the insurance company as a piggy bank." We discuss: ⚡ The Guggenheim scandal ⚡ Insurance credit risk ⚡ End-of-cycle systemic risk