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big_toast

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big_toast@icloud.com

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OpenAI Presence 4 hours ago

What privacy guarantees do these deployments make to end users?

If you call a bar in SF or a concierge in Vegas, you'll often get a voice chat agent. There's no terms of service you agree to. In aggregate, it's a pretty rich dataset on openai's end.

What happens to your voice, your queries, your PII?

I've thought about that for a while and agree that's a big problem. I wonder if people unwilling to 'exit' bear some responsibility too?

I agree most owners are incentivized to have their leveraged ROIC be high. So they put pretty strong pressure against supply increases.

Defectors (other neighborhoods, cities, regions, states) and other living options might tank actual long term ROIC of supply constrained places. The economics eventually stop working in the supply constrained place as the real cost of housing production is significantly lower elsewhere.

From Section 3:

"require all prime contractors and subcontractors at any tier to map and illuminate, as further described in subsection (b) of this section, critical supply chains"

Sec. 3 (b):

"contractors must submit to the Department of War a complete indentured Bill of Materials that traces all components, parts, equipment, software, and materials back to the origin of raw materials in their supply chains"

Sec. 7 "critical supply chain":

"The term “critical supply chain” means all tiers of suppliers and subcontractors providing goods, materials, systems, software, or services that are essential to contract deliverables, mission assurance, security, or resilience, as defined by the Secretary."

[Fact Sheet]:https://www.whitehouse.gov/fact-sheets/2026/07/fact-sheet-pr...

Does this have the affordances to work well with a pretty standard agentic coding setup (e.g. claude code/codex) on macos?

I don't really have a good mental model of how ports/files/etc get exposed/permissioned across users. Containers and sandboxing seem much more common than agent-user accounts. Networking seems a little more complicated in the general case.

I roughly went the route of running apple's container-cli (separate vm/kernel per instance I believe) and mount the relevant home directory/projects and bind ports. Seatbelt/linux sandboxing seems simpler sometimes, but has its complications too.

GPT-5.6 13 days ago

In the introduction video they say 5.6 Sol autonomously post-trained 5.6 Luna. Curious what this means.

GPT-5.6 13 days ago

The cost & output token charts are useful but I wish I could view them more like a 3D surface. Like the CS:APP memory mountain charts.

I wonder how long model size and effort will be a few discrete points instead of continuous.

"trains on the Nambu Line have been operated by a team of two staff members, a driver up front and a conductor in the back [...] It turns out that in order to play the station-specific departure melodies, someone has to press an actual button located on the platform, and this has been part of the conductor’s responsibilities"

Ha, thank you for surfacing this.

Latent Space (AI), old Conversations with Tyler (econ-ish?), Odd Lots (financy?), Unpacking Japan (autological?)...

Social media algorithms, newsletters and guest slots expanded my podcast selection too quickly. The 'go direct' movement from tech + indie creators has created too much content.. But the smaller hangout podcasts get a little too off topic..

I haven't really seen anyone do something new with the format this year..

Astro 7.0 15 days ago

Are these typical build speeds on static sites these days? It's slower than I expected for a rust re-write. (Or I guess maybe the portion re-written in rust is only a small part of the build pipeline time?)

My understanding is that astro isn't considered particularly slow?

I've come to view a lot of these things as questions of a kind of conversational (/computational) tractability. People have limited time and so most discussions are subject to numerous constraints.

People communicate the main thing they want to say and hope the decompression algorithm on the other side sorts the rest out. Most of the time it's very lossy or just broken. But satisfices over the alternative.

Is it well regarded in either place?

I've somehow not come across these preparations. I like barley tea and have made it via other coffee methods. (cold brew/french press.) So I guess espresso makes some sense.

(Also thank you doodlebugging for the other link. I love sora news. I don't know if it's the cadence or playful sincerity or what.)

"... display shows Mach 1.07, but the aircraft is actually at Mach 1.0. The difference comes from the system's calibration" (from the youtube description)

What causes something like that? I assume it's related to the speed of sound being dependent on measurements local to the aircraft? I guess I assumed off the shelf devices would already cover this?

Also, I was kinda hoping the first video they released for this would be a little more elaborate. Maybe I'm getting spoiled by the elaborate youtube industry springing up around covering space and tech. Still glad they're releasing news + video so frequently.

Are there any autonomous air freight companies?

Not the zipline style last mile delivery, but something larger. Seems like there's suddenly a lot of autonomous military aircraft, but I haven't really heard about civilian cargo aircraft.

Moon Base 2 months ago

I entirely missed this game and meme. It's well reviewed on steam. But the comments are all either "this is literally the most boring game I think I've ever played", "true masterpiece", or more of this meme. So I'm guessing the reviews aren't serious, but was there more to it?

---

For other out-of-the-loop people, NASA published/funded the game Moonbase Alpha[0], developed by the Army Game Studio and was going to make an MMO called Astronaut: Moon, Mars and Beyond circa 2010? What an era.

[0] https://store.steampowered.com/app/39000/Moonbase_Alpha/

I believe some of Ray Madoff's points are that the tax code and most tax intuitions kinda differ.

There's the idea that "wealth" gains tend to not be taxed for a variety of reasons. The common parlance of "Buy, Borrow, Die" category things. The "step-up in basis" category things - i.e. no capital gains tax realized on lots of inherited wealth. (The inheritance tax might trigger in some cases, but oddly the capital gains tax often might not be triggered on transferred assets because they were never sold and the new possessor will be taxed at the stepped up received value if they ever sell. So there's a chunk of appreciation that never received capital gains taxation.) Trust related things.

There's the idea that 501(c)(4)s allow wealth to be transferred untaxed while retaining control over the assets (particularly because those organizations can engage in political activity, but I'd guess generally some of the organizations exert lots of influence/prestige.)

So perhaps OP is suggesting that maybe there's some fungibility in income tax % and wealth tax %, but when you look at the tax code the equivalency looks pretty weak currently.

SpaceX S-1 2 months ago

"Mr. Musk or his affiliates may become aware, from time to time, of certain business opportunities ... and may direct such opportunities to other businesses in which they have invested."

"Under our charter, Mr. Musk and his affiliates are not restricted from owning assets or engaging in businesses that compete directly or indirectly with us"

Pg. 56

I think this part is interesting considering Tesla shareholders seem to have lost out on developing (x)AI (AGI?) internally.

SpaceX S-1 2 months ago

Is there any risk to SpaceX that the Musk brand pulls the market cap too far ahead now?

It's not a risk factor I see in the prospectus but seems plausible to me.

Just like with the AI company vesting, I imagine a scenario where a company seeds its own competition by realizing the monetary gains before the work is done. Maybe there's precedent in the dot com bubble. Certainly people were able to sell before the dip a la Cuban and broadcast.com. But I'm thinking more more specifically inducing competitive space ventures.

The paper references some threat models they considered. They suggest someone might "possess paired information (both original and watermarked content)" and therefore be able to undo watermarking. Presumably it's fairly easy to get identity operations out of image APIs that would result in this situation. I'm not sure that addresses echelon's main concerns though.

Musk leaves the board in 2018 I think. And something happens in DX-754 where they've pivoted to AI in SpaceX around then too. I had a lot of trouble telling what "AI" meant in late 2017 at Tesla.

---

Sept 1, 2017 DX-669: Funding paused confirmation. Elon is still on the board for a while. DX-707 specifies the board as of Sept 26, 2017, and even suggests adding Shivon, Jared, Sam Teller.

Jan 31, 2018 DX-748: Elon is still discussing things with Greg. Elon: "The only paths I can think of are a major expansion of OpenAI and a major expansion of Tesla AI. Perhaps both simultaneously"

Feb 3, 2018 DX-754: Sam Teller says Elon "just suggested we use SpaceX email for AI stuff so switching over to that"

Feb 4, 2018 DX-755: Sam Teller and Shivon Zilis discuss disabling Openai

Feb 20, 2018 DX-770: Elon officially leaves board (first document I see specifying)

Referer Reality 2 months ago

I love Robin's newsletters (and the books etc) and love "opinionated operator decisions make the internet go round".

Maybe I'm missing something but it seems like if i go gmail -> via a Robin Sloane Newsletter -> webpage, it seems generally useful to know Robin sent me. Like a backlink that's been liberated?

Is something different happening?

People need a mental bucket for 'stochastic software' for a while. Or hot mess, a fast food meal that you can expect to mostly be bad in some sense, but serves a purpose, and can be really good in that case.

Conflating the new style of agent-driven/vibe coded software with the old more predictable software leads to applying wrong heuristics/expectations.

People have a pretty good mental model of different types of meals they'll have in a year, and modulate their expectations by context. I think there's room for a new type of software that operates on different principles. Peter has mostly been clear what type of software he's developing. And if it ever converges to bug free, that's great, but I think some of his motivation is to figure out what this new software is. While not giving the users food poisoning.

The AI bothered me less, but I got a little frustrated with less than substantive comments on the front page.

Oddly I made an extension* to use the site more the way I wanted and now I find it a little easier to get a higher SNR past the front page and am enjoying that. I didn't really get past post rank 60 for two decades and now generally get much further.

*(It's basically vim-keys support for basically two functions. A function to "highlight" stories/comment threads I think will be promising and then hide function for the rest.)