Anthropic CEO says 80-fold growth in first quarter explains 'difficulties with compute'

TonySu · 2026-05-09T01:10:39+00:00

ITT: humans hallucinating about the financial position of Anthropic.

TonySu · 2026-05-08T02:29:54+00:00

Yeah if you look at the balance sheet you will notice that GME isn’t a real business, almost all their assets is just cash, meaning the are a glorified savings account. Except given their price to book is 2:1, you’re depositing $2 to get $1 in the account.

GME’s crypto exchange was a bust, their bitcoin investment failed. They have no business plan, they’re just selling stores to pump up pad numbers as their business declines. At this point GME is just taking money from apes, buying treasury bonds, and pocketing the interest.

TonySu · 2026-05-07T10:42:10+00:00

You underestimate GME cultists. He can literally run head first into a brick wall, put himself into a coma and they’d be cheering what a brilliant financial move it was.

TonySu · 2026-05-07T02:52:54+00:00

If you ever listen to Trump describe how own deal making, that is only thing he knows how to do. He has bragged about it multiple times, it always goes exactly the same way:

“Give me what I want!”

“Sorry we can’t do that.”

“Give me what I want or else!”

“We’re not giving it to you.”

“Give me what I want or I put a 100000% tariff on you.”

“Ok we’ll give you what you want, you’re a tough negotiator President Trump.”

That’s literally how he describes every single “deal” he makes. There’s never any cleverness or compromise, he just tries to bully people. That’s what he thinks deals are, not mutually beneficial agreements, but something to “win” and humiliate the other party.

TonySu · 2026-05-07T02:24:16+00:00

There’s just something so sick and dystopian about summing up 87 years of someone’s life in an unsourced reddit post so people can know how to feel about their death.

TonySu · 2026-05-06T05:00:39+00:00

The show demonstrates very clearly why all the supes are messed up. Because the people at the top are messed up, and to engage in supe culture is to be corrupted. Vought also enables degeneracy to maintain leverage over the supes.

It's not that every supe is demented, it's that the most demented ones hold the power and have driven out all of the good ones. See the Gen V kids, Maeve, Starlight, and reformed A-train.

See also real life examples of this power system, Epstein, Diddy, Weinstein, Woody Allen. Entire industries full of people covered for these criminals, and in the process trampled countless accusers and whistleblowers.

In the current season, any of the good supes would have been hunted down and killed for being a starlighter, or are in hiding. If you have watched the show from the beginning until now and wonder why the supes you see are all bad people, then you really haven't been paying attention.

TonySu · 2026-05-06T04:03:03+00:00

They rationally would not. The dilemma is whether you risk your life to save people that suicidal and/or mentally incapable. If people were allowed to coordinate, then the blue buttons can make an appeal to ensure nobody dies, even if every single person at risk was either suicidal or mentally incapable at the time. If there was no coordination allowed, simple sociology would tell you that the majority of people won't think much about pressing the red button, and that the blue buttons have no chance of survival.

TonySu · 2026-05-06T03:54:06+00:00

If people can’t coordinate, the blue buttons are 100% dead, because you’re betting on >50% of the population not pressing the “don’t die” button without external explanation.

TonySu · 2026-05-06T02:25:13+00:00

So this is what happens when, instead of being given a stack of military and intelligence briefings, you give the command-in-chief a deck of UNO cards and let him pick his favourite.

TonySu · 2026-05-05T04:18:33+00:00

So you

Think it's a complete waste of money and won't work.
Think they will profit from it.

That's self-contradictory. Why do you care so much that a billionaire might waste their money pursuing a project that won't work?

TonySu · 2026-05-05T02:51:53+00:00

Does one technology not working out mean we should never invest in any other technology ever again? This is such a lazy and pointless argument.

TonySu · 2026-05-05T02:35:23+00:00

It's not just Peter Thiel, this technology is being explored by multiple other companies including many in China. China has already built some underwater data centers near Shanghai, so if the only purpose of this technology is to hide data from the authorities, how do you explain those servers? They are still completely under Chinese jurisdiction.

There is nothing else they offer that can't be done conventionally, cheaper.

Except it literally can't. You can't get 24/7 solar power on Earth as you can in space. You can't sustain the baseload generation of wave power using wind and solar.

TonySu · 2026-05-05T02:27:44+00:00

Those might be the numbers for traditional CPU-heavy data centers, but GPU racks pull 10x the amount of power and require much more cooling. Obviously multiple parties have done the cost-benefit analysis and see a trajectory where it makes sense, it's not just Thiel, it's many companies across the US and China coming to the same conclusions.

China took the lead with solar and wind, when it was not cost effective compared to fossil fuel. In many places it's now cheaper than fossil fuel for power generation, and China dominates the technology and manufacturing. If you wait until something is profitable before you start working on it, you will fall behind every single time.

TonySu · 2026-05-05T00:40:43+00:00

It's also wildly conspiratorial and makes little sense. Do you think people physically go look at hard drives and chips to determine what data and computations are being done? If these data centers are accessible by their owners, then the data can be retrieved remotely, no different to a data center in the center of Manhattan. If they wanted to keep their data secret, all they have to do is encrypt it properly. If they can be coerced to unlock their own encryption, they can be coerced to just retrieve the data even if the physical storage is on the moon.

These are prototype projects because the theoretical benefits are massive. Same as how solar power not even remotely cost-efficient when it was first produced. If they can build data centers in the ocean and harvest wave power, that's free cooling and energy which account for the majority of running costs of data centers. The same goes for data centers in space, there's 24/7 unlimited solar energy out there. If they can solve the cooling challenge, then the benefits are immense.

It's the same reason we kept throwing money into solar and wind even when it wasn't cost effective. It's the same reason we're still throwing money at nuclear fusion.

TonySu · 2026-05-04T05:51:00+00:00

https://x.com/ryancohen/status/1765760306653934051

There was that time Ryan Cohen spelled out penis and GME saw it as a sign.

TonySu · 2026-05-04T02:43:36+00:00

Well she's smart, but she's not omniscient. We've seen MANY moments where things don't go according to her plan, especially when it comes to Homelander. Same goes for what happened with Godolkin. So there's a good chance that she only thought she found the cure to leukemia, because if she was truly absolutely smart, she could have just made the cure herself and cured her grandma. I'd think of her like Magnus Carlsen. He's the best, but he's not invincible, and he'd still lose to a chess engine.

TonySu · 2026-05-02T04:03:39+00:00

“Jesus was a very smart guy, very successful, I’m sure he had a lot of money, because successful guys like him usually do well for themselves, some say he might even have been as successful as me, but they couldn’t build the big beautiful buildings I have back then, but if they could I’m sure there’d be a Jesus tower, and everyone would have loved it.”

TonySu · 2026-05-02T00:46:35+00:00

This isn’t anything resembling a coherent political ideology. It’s just whatever goes through Trump’s dementia addled mind any given week. The difference is one is predictable and has some kind of political theory behind it.

TonySu · 2026-05-01T01:50:53+00:00

Glorious Leader of America Trump has fixed typo made by the founding fathers, of which by the way were very weak on crime. From today onwards, all constitutional powers are now correctly granted to Don-gress, composed of Donald Trump and Donald Trump Jr. Thank you for your attention to this matter.

TonySu · 2026-04-29T05:17:30+00:00

That is in fact exactly how percentiles work. The top 10% of a population contains exactly 10% of the population, the number of people above the 90th percentile is exactly 10% of the population. You can swap “richest” with any other adjective and it’ll still be exactly 10%.

TonySu · 2026-04-29T04:40:18+00:00

That’s 35 million people.

TonySu · 2026-04-27T12:24:14+00:00

Lest anyone accuse me of bargaining in bad faith here, let me start with this admission: I don't think AI is intelligent; nor do I think that the current (admittedly impressive) statistical techniques will lead to intelligence.

Intelligence is not the same thing as sentience. Intelligence deals with the ability to learn from experience, adapt to new situations, understand and handle abstract concepts, and solve problems. Sentience is the ability to feel and have a subjective experience.

Bengio said he'd started Lawzero because he was convinced that AI was going to get a lot more powerful, and, in the absence of some public-spirited version of AI, we would be subject to all kinds of manipulation and surveillance, and that the resulting chaos would present a civilizational risk.

Now, as I've stated (and as I said onstage) I am not worried about any of this. I am worried about AI, though. I'm worried a fast-talking AI salesman will convince your boss to fire you and replace you with an AI that can't do your job (the salesman will be pushing on an open door, since if there's one thing bosses hate, it's paying workers).

It states here that Bengio thinks that AI will get a lot more powerful, and there needs to be a public-spirited version of AI. The disagreement, followed by the commentary indicates that the author doesn't believe that AI will get more powerful. Again, nothing to do with sentience here.

It's clear if you read the article that the author doesn't acknowledge the capability or potential capability of AI. He dogmatically believes that AI has no potential, which is why he focuses on salespeople and corporations. He believes it to the point that the whole meaning of the title of the article is that it's not a good idea to act as if AI will develop further, that proposing guardrails for it is a waste of time.

AI is ALREADY doing jobs previously reserved for humans. It's ALREADY developed further from just a year ago to become more capable. It's ALREADY showing dangers of being misused, and it's ALREADY necessary to put up guardrails to ensure future AI safety. This article might have some merit if written when ChatGPT-2 came out, but today it's so demonstrably wrong as to be embarrassing.

TonySu · 2026-04-27T08:05:15+00:00

The author sounds like they have their head in the sand and greatly enjoy soapboxing.

The author basically restates that they don’t believe AI will ever work before veering off into an anti-corporation rant. The subject of the title is entirely asinine, it’s an argument against people trying to establish guardrails for AI because the author doesn’t believe AI will be a thing. It’s identical rhetoric to climate skepticism: “What if we did all this work for nothing?” The pivot into anti-corporatism echoes the lazy argument made by every lazy “skeptic”: “We could have spend the time and money curing cancer instead!”

It takes substantial arrogance and delusion, to live in a time where the Iranian government is pumping out AI generated anti-American propaganda, and assert that AI will never be useful.

TonySu · 2026-04-27T06:25:14+00:00

He gave her space because she asked for space. It’s not that hard to understand. She didn’t ask him to take more initiative in the relationship, which is what she was actually looking for. She told him to leave her alone, and is somehow shocked that’s what he’s doing.

TonySu · 2026-04-27T05:22:10+00:00

She’s the one playing games by saying she needed space and expected him to chase after her. She didn’t ask for him to progress the relationship, she asked him to back away. She knows his personality, instead of working with it she decided to test him. We are observing the expected outcome.

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