Prakash

@8teAPi

Tech optimist, recovering former CFA, livestreaming @AI_in_the_AM, future shocked self-aware neuron, once fooled by superconductors;

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cogniscendo.com

Joined May 2021

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Prakash
@8teAPi
Aug 12
Finance bros simply can't understand tech advances exhibit #2353 - I agree that the market is in a bubble given current use cases x speed of diffusion vs level of pricing - what finance people don’t have visibility on is the upcoming use cases This is what will drive the
Cassandra Unchained
@michaeljburry
Aug 12
That $500 billion $NVDA Wall Street stunt involves Nvidia taking 25% stakes & providing residual value guarantees on purchase of its chips. All filtered through Private Equity’s Private Credit schemes. I have an idea how that will look. Meet the new Boss. Same as the old Boss
Prakash
@8teAPi
8h
I keep thinking that using the funds for municipal finance is just politically stupid, it streams the funding to well connected construction barons, and makes the revenue benefits of the facility invisible to the populace. Just write the people checks directly please. Otherwise
Billy Binion
@billybinion
Aug 13
Replying to @billybinion
Data centers pay ~57% of property taxes in Quincy, Washington. They funded a $15 million aquatic center—with a pool, waterslides & lazy river—and a 143,000-square-foot sports complex. They’ve created almost 1,000 jobs. The city admin called it a “miracle.” cnn.com/2026/08/11/bus…
Prakash
@8teAPi
9h
exceptional breakdown of what everyone will face in 6-12 months “external red teaming will probably have to continue forever” “the burden for a developer to keep software safe and secure... it has become a lot more stressful now.”
calle 🟥
@callebtc
23h
gained a ton of new insights working in bitcoin red team 🟥 that i wish i could share without vague posting. but this is what i got anon. - we’re experiencing a massive collision between decades of human open source slop against 2 weeks of kimi k3 (not good) - everything is
Prakash
@8teAPi
10h
I agree with this. I was predicting an upgrade to the transformer sometime this year. I suspect there is a seasonal trough in activity from May to October. @karpathy was on Dwarkesh last year in October feeling disappointed by coding agents. That got solved just before
Dr Alexander D. Kalian
@AlexanderKalian
21h
Riddle me this: If we have "AGI", which has "solved" math and code, and have entered "the singularity"... ... then why are we still stuck with the transformer architecture? It has been several months now. Could it be that - (shocker) - current AI still has limitations that
Prakash
@8teAPi
11h
end game is almost certainly agents who don’t play by the rules getting eliminated by some form of enforcement mechanism imagine what the wars will look like