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Observing the evolution of human systems, geopolitics & markets through the Second Law | Knowledge networks • Kardashev Type II

Joined June 2022
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Second Law Evolution retweeted
OpenAI posted a chart for the internal model that solved Navier–Stokes (the model I call GPT-Aeon) with the NS announcement. There were no diminishing returns on test-time compute, it was still going up. I will quote from the blog: 'Since August 28 we have been training a new internal model that has exhibited unprecedented performance in our benchmarks, including mathematics. This model’s training is ongoing and its performance continues to improve.' That was two months ago.
frontier models, with lots of test time compute, are becoming the engine of scientific discovery
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Jensen is wondering now if he should'a, would'a, CUDA.
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This is a disturbing patent application by Microsoft. I don't understand why it is even legal, since it directly misrepresents what people say.
Microsoft has filed a patent for an AI system that could rewrite what people say during livestreams in real time. It could change words depending on who's watching, taking into account their age, location, and language. The idea is to clean up broadcasts by removing filler words, censoring swearing, or even replacing certain words. The AI could also adjust the speaker's lip movements so viewers wouldn't notice anything had been changed.
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Second Law Evolution retweeted
JUST IN: Meta scales back plans to replace staff with AI agents
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That's the way. Make a direct positive link between superintelligence and peoples' income.
SpaceX’s Arizona data center, per a county supervisor: “We could be reducing property taxes across the board in Cochise County, the entire county, by 20%” Frank Antenori, whose district includes the site, brought up the county’s tax math during a live Q&A: “Here’s just something to just chew on. Arizona has an expenditure limit requirement that is placed on counties. If we exceed that expenditure, we have to rebate back to the taxpayers a certain amount.” “So, if we’re receiving revenue in from SpaceX, by law, we have to offset that to the taxpayers. We have the potential to reduce, based on the projected revenue they’re creating, as much as 20%.” “Let me just say it again. We could be reducing property taxes across the board in Cochise County, the entire county, by 20% to offset for the revenue here, because we can’t spend all that money. So, we have to give that money back to the taxpayers. The law says we have to.” “So, you could see a potential significant impact to local property taxes. What that is, I don’t know. We’re going to have to do the math on it. But the law, if we have this large increase in property tax revenue, we have to balance those rates. So that will reduce dramatically the property tax burden of every resident in the county.” “The construction sales tax, which also is the TPT, the transaction privilege tax, the retail tax, and the jail excise tax. So that will be part of the construction tax. We could literally use that money to pay the jail off in 2 to 3 years, as opposed to the 13 to 20 years.” “So this could be a revenue to eliminate the half-cent sales tax in 2 to 3 years. We can get rid of that half-cent sales tax.”
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Starlink v4 is alien infrastructure.
~100 lasers per satellite, each operating above 10 Tb/s, with over 100k satellites should be able to outcompete undersea cables. Speed of light in space is ~40% faster than cable and the path is direct, instead of following the outline of land masses.
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Second Law Evolution retweeted
Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production
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All the tension caused by the excess optimism accumulated in a year had to be released somehow.
This is the biggest volume day in the history of NQ futures. The previous record was Oct 11, 1,150,475 and before that was Sep 18, 2008 at 1,149,387. Today's NQ volumue is 1.2M and counting.
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Second Law Evolution retweeted
GOOGLE $GOOGL WILL SPEND $17B ON A NEW DATA CENTER IN WYOMING The site in Laramie County will be Google's first in the state, per Bloomberg. Google says it will pay for all the power the data center uses. The data center will be air-cooled to limit water use.
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The new left sells one product that is missed in a fruitless argument about quantifiable measures and economic rationality. That product is anger, and they are very competent at selling it. Anger gives people purpose. It channels voting intentions.
A car crash interview from Angela Eagle, “the lesser of two Eagles”. Labour’s big announcement today is the introduction of eight new regional water councils, but the Environment Secretary can’t even explain what powers they’ll actually have. Additionally, which areas will each one cover? Who will lead them? How will membership of these councils be selected? When will they be established? Who will they answer to? Etc, etc… Another shambolic announcement from a Government which loves a headline, but has zero detail to back it up.
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Goodman Group's raid on NextDC is an indication that the competition for compute power is intensifying and the market weakness will be used to consolidate on the cheap. My favourite little speculative gem: 1414 Degrees with its Aurora Precinct and SiNTL technology licensed from George Washington University.
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The midterm elections have created a wide moat for the existing AI cloud operators and made it very prohibitively expensive for newcomers. SpaceX is the strongest, as it is one of the few companies that can expand at scale. Same with Tesla.
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Second Law Evolution retweeted
I know everybody already knows this, but if the GOP loses Texas, it will no longer be mathematically possible for a Republican to win the presidency.
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Second Law Evolution retweeted
🚨BREAKING: The John Lewis Christmas Advert 2026 has become one of the worst reviewed in the stores history The comments on YouTube have been TURNED OFF There are currently 5 times the dislikes as there are likes The Plot: - Entitled children ignore their Grandmother, won't even hug her - She tries to give them nice, simple, meaningful toys to play with, they ignore her - She goes to John Lewis to buy expensive toys - The kids now love her It's an awful message featuring a diverse family as always
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It's going to be a bloodbath.
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If this will turn out to be true, the US will go the way of Europe with disastrous consequences for the AI tech industry. There is a palpable anxiety in the markets. Polymarket and Kalshi are not good political predictive markets, so I don't have a lot of confidence in these numbers. Regardless of the outcome, I think politics should be banned from the betting markets.
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Second Law Evolution retweeted
Whoa whoa whoa, hold on a second. Is...is Saturday Night Live becoming...funny again?
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Second Law Evolution retweeted
Men are twice as likely to ace SAT math, yet women are twice as likely to get in to MIT. Put differently, 1 in 3 men who worked their ass off to get into MIT lost their seat because they were born the wrong gender.
17,000 men apply to MIT 8900 women apply to MIT 600 men were accepted 612 women were accepted If we assume male and female applicants to MIT are roughly the same, the probability this happens by chance, let alone every year for a while The probability of a sex blind admission process creating this result is 1 in 4 × 10³¹
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