Markets & Mayhem
@Mayhem4Markets
Passionate about markets and startups.
Enjoyer of local AI, security fanatic and builder of things.
Working hard to make this world a better place.
1.3K Following 270.9K Followers
And some good news:
Cities around the US terminated their Flock contracts at a record pace in August.
Term premiums should be much, much higher.
Let's fucking go.
GLM-5.3 (max) outperforms GPT-5.6 Sol (max) on the new Terminal-Bench 4.0.
Incredible seeing open weights compete with the frontier like this.
Try in Cline with:
npm i -g cline
/model
select glm-5.3
(And get ClinePass for 5x discounted access.)
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This is what happens with every interyention.
The pops are to be faded.
Been doing this for over a decade and it has paid way too well.
Imagine spending $90B to strengthen your currency & in just 4 weeks 50% of the effort is wasted. Band aid’s don’t work. 🐮
Yes, exactly right. This is the whole reason why the 'safety' argument from the frontier labs falls apart under any scrutiny as well.
The value proposition of open weights models is pretty straightforward
People want to have control over the things that they depend on.
Going back to the big boy model for my daily driver.
GLM-5.3 is now open-weight! This is going to make for a rather exciting weekend in the world of local AI.
This is a frontier class model at a fraction of the size.
Some brilliant folks will be quantizing it to fit on just 4 RTX 6000 Pros or DGX Sparks shortly.
Get ready. 🔥🔥
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This is definitely all a simulation.
I like GLM-5.3-Flash a lot, but damn does it struggle on more complex workloads.
This was a really fun discussion on AI. 😎
You can also join us on Spaces right here on X!
Holy shit. This is too good. 🤣
I'm not really kidding. He's the least impressive Fed Chair since Yellen, and Yellen was the worst I'd ever seen at the time.
Warsh is stuck between a boss that wants cuts and an economic backdrop of persistent inflation that warrants hikes.
He doesn't seem to have the backbone to do much about the latter, despite making the case repeatedly.
Almost as if he thinks he can just jawbone sticky inflation away.
But talk is cheap and the market is doing what he's unwilling to do by pushing rates up on its own.
The longer he ignores that signal and refuses to act, the less that the bond market will give him any credibility.
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You can also join us on Spaces right here on X!
Shout out to @_can1357 for building which is my favorite coding agent.
It just works.
And the routing by task type or difficulty is incredibly helpful. 🦾
This week we got new flash models from @Alibaba_Qwen and @Zai_org, both with brand new architectures! 🥳
Apple also dropped a bombshell announcement about the M5 Ultra, boasting up to 512GB of unified memory with 1.2TB/s bandwidth.
Join us for The Latest Developments at 4:00 pm ET.
We'll discuss all this and more.
I am joined by our panel @philipbankier, @LLMJunky, @secemp9 and special guest @BrandonMusicKy.
The show will be live streaming right here on @X. You don't want to miss this episode! 🙌
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The tactical short in $GDX that fired off on Wednesday is working out splendidly today as Warsh spooks the bond market again.
GLM-5.3 is now open-weight! This is going to make for a rather exciting weekend in the world of local AI.
This is a frontier class model at a fraction of the size.
Some brilliant folks will be quantizing it to fit on just 4 RTX 6000 Pros or DGX Sparks shortly.
Get ready. 🔥🔥
Show more
I'm not really kidding. He's the least impressive Fed Chair since Yellen, and Yellen was the worst I'd ever seen at the time.
Warsh is stuck between a boss that wants cuts and an economic backdrop of persistent inflation that warrants hikes.
He doesn't seem to have the backbone to do much about the latter, despite making the case repeatedly.
Almost as if he thinks he can just jawbone sticky inflation away.
But talk is cheap and the market is doing what he's unwilling to do by pushing rates up on its own.
The longer he ignores that signal and refuses to act, the less that the bond market will give him any credibility.
Show more
Warsh is a bit retarded. Go easy on the poor fella.
Just imagine if OpenAI's Jalapeno chips scale while Google builds out their TPU army.
All catalysts for $AVGO.
