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seekinganythingbutalpha
@ivanalog_com
Focus on 1) Technology and Dividend Blended 2) Drawdown protection. Check highlights and articles. No investment advice. Now building ModelDock
772 Following    17.2K Followers
In my experience, Google AI has finally caught up with the frontier, plus it uses Google search for facts. Now I often find myself used up my Gemini/antigravity quota quicker than Codex/chatGPT. Of course Opus 5.5 is still best, but Argon got its edge.
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our team uses gemini quite a bit now whenever we have a tricky architectural problem, complex system design questions, or need to simplify something we ask for a gemini subagent it's pretty good here. i don't see this talked about much
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“We did it!” “More tax to people!”
🔴 🇫🇷 ALERTE INFO - DU JAMAIS VU: UNE TAXE SUR CHAQUE GIGAOCTET INTERNET VOTÉE À L’ASSEMBLÉE Les députés ont adopté un amendement prévoyant de taxer les producteurs de données numériques à hauteur de 5,5 centimes par Go transmis. 💰 Objectif affiché : jusqu’à 10 milliards d’euros par an. Netflix, YouTube, cloud, jeux dématérialisés… les grands services numériques pourraient être concernés, avec un risque de répercussion sur les prix pour les consommateurs. 📌 Source : Assemblée nationale #France# #Budget2027#
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I have suspected this widespread waste since Strata is out, But it is good to have the suspicion confirmed by Niko. Tens times cost reduction/ or token production expansion imminent, depending on the lenses one uses.
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Simply not true. I recently optimized a mid sized data center. Their performances went up by more than 600% (around 830% on ppts and 480% on throughput) on just few iterations. Data centers at their current stage are wasting the most DRAM in the world…
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Google is going to be the biggest faucet business, or at least one of the very few.
Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going - AI Mode is increasingly default Google experience - AI Mode provides rich info and data in line, less incentive to leave search - AI Mose incentivizes dialog, Google wants to keep you engaged to serve more ads at each turn - Google will milk search for as much revenue as possible as they transition from a search company to a cloud service and chip company - As traffic from humans becomes more scarce this will put Google in an increasingly adversarial position to the rest of the internet - This is a massive headwind to all media type companies who are not destinations - This is a massive headwind to all content-driven go-to-market motions especially in the SMB. You have seen companies like HubSpot and get crushed by this funnel collapse We are entering the end game - a knife fight for the remaining and dwindling volume of human traffic on the internet
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Put in perspective, a few years ago, 30+% growth in cloud, which all what the market cares back then, was considered "HIGH GROWTH" Now, we see business doubling every year, literally sellers cannot keep up with demand. "DOOM, BRACE FOR IMPACT".
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I never would've believed at start of the year that Google Cloud could surpass a $120B ARR while growing over 100% and $GOOGL would still sell off after earnings at ~20x earnings. But sure let's focus on the Search business.
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Fast, cheap, good, cannot get all three of them, right? Strata now runs Qwen 3.8 Flash on a gaming PC fast enough that people ask the obvious follow-up: is it actually good? The honest answer is that we run 3-bit packs (IQ3_S, IQ3_XXS), so there is a gap to the official API. We measured it. The official Qwen 3.8 Flash (Alibaba's API) answered 31 prompts, about 15K tokens, and Strata read the same answers token by token: Ask the official API the same thing twice at temperature 0, and it disagrees with itself on 2.5% of tokens. That's the ceiling. Local adds 1.5 points on top of that with IQ3_S, 2.3 with IQ3_XXS, and 2.6 with our fastest setting. Where the official model is sure (about 70% of tokens), local picks the same token 99.9% of the time. The rest is mostly synonym-level choices, where the API wavers too. And the pelican riding a bicycle? No sweat. The real perk of local: you know exactly which model and which weights you're running. No asking for Astra and getting quietly routed to Luna. No model shrinkflation. Fast, cheap, and good, we take at least 2.5 of them.
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Qwen4-Flash reaches Opus 5.5 please
October is here and the only thing i'm really excited for is what Qwen is currently cooking for us. - Qwen4-27b - Qwen4-flash - Qwen4-plus - Qwen4-max can you can add some mystery model as well to the mix, 35B 👀 We are all waiting, LFGGGG!
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Why would rest of world trust and use US model then?
We must NOT let our companies use these Chinese models to save a few bucks. OpenAI and Anthropic are correct. This is vital national security. Please read Bing West's just released Cat 5. I respect the Chinese people greatly but these companies are run by the PLA for heaven's sakes.
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