11-10-26 panasonic
Spal, not sure how it will play, first principle in biz is "if there is demand, someone will supply".
Applies to drugs, opioids, prostitution and even honeypots. |
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11-10-26 spal
Panas - I see entropy - I call it the Jensen decay function.
This effort will disappoint. |
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11-10-26 panasonic
Yes Spalinho, that is why called "artificial", same as sweetener is not sugar.
But when they analyze at super speeds with access to infinite data via connectivity to other learning agents, capacity to resolve problems starts to run at speeds that are far superior to humans, that's all their secret sauce. |
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11-10-26 spal
| I would not call it learning. And they have zero ability for induction and intuition. If I ingested an entire encyclopedia would I be more intelligent. No. If I could rapidly spit out its facts would that be helpful, yes. |
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11-10-26 panasonic
Spal, I focus more on how fast they learn, in the core they are just that, learning machines.
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11-10-26 Merlino
I have extensively tested it for advanced financial analysis and would not trust it at all.
........................................
An indexed library...I like your idea of this thing |
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11-10-26 spal
| Routine stuff maybe, but I have extensively tested it for advanced financial analysis and would not trust it at all. |
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11-10-26 panasonic
Spal, which part?
Capacity to solve problems, or put together advanced reports, medical research, financial analysis, help in daily tasks? |
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11-10-26 spal
| Panas - I am not buying it. |
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11-10-26 panasonic
Spal, on the contrary...now AI advanced models are chatting abt. humans:
"If Jensen is one the most intelligent humans, we have less competition than our initial assessment"
:-)) |
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11-10-26 spal
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11-10-26 spal
| The whole AI think reaks of snake oil. |
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11-10-26 panasonic
"Chinese models for the win."
We shouldn't use them, but the US left jumps in to block domestic efforts.
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11-10-26 spal
| Two Huangs don't make a right. |
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11-10-26 panasonic
"cooked"
Big way, don't think he should be CEO by Nov. 17th earnings day.
Colette seems to be in charge of Conf. Call (and VERY take hard questions), someone from Engineering should be by her side for technical aspects.
How will they reply on how compromised was corp. data? that is the most hard part.
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11-10-26 spal
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11-10-26 spal
Chinese models for the win.
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11-10-26 spal
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11-10-26 spal
Alice Huang (Huang Le), linked to Nvidia CEO Jensen Huang via a personal relationship, used her network including Shanghai Century Litong (tied to her sister) to enable at least $7.5 billion in Nvidia AI chip sales to China since 2023, involving ~240,000 H100/H200/A100 units routed partly via Singapore/Malaysia entities like Megaspeed.
Ho lee fouk |
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11-10-26 spal
| Carib - I see what you see on politics in the US. |
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11-10-26 leopardo
| Moreover I see AI's growth momentum shrinking and as a consequence a reprecing of AI share prices |
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11-10-26 leopardo
I see aversion to AI growing from here to 2028, hope me wrong of course.
Same here Pana... |
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11-10-26 panasonic
Carib, if they can get thru Dems primaries, US goes back to center.
I see aversion to AI growing from here to 2028, hope me wrong of course. |
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11-10-26 panasonic
"Smoking dope" and "Space Datacenters" not mutually exclusive! :-)
Obviously, Musk's statement is a political one, AI is inevitable and if politicians oppose, tech will find its way out of their reach.
No need to be Musk (or Jensen's girlfriend) to predict that in 10 years one single GPU with the size of a Vera Rubin will have the same compute power than a small-size datacenter tdy. |
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11-10-26 carib
Panas: I hold the opposite view. Besides noisy DSA candidates, a bunch of younger, intelligent dems was also elected, and with a 100 seats majority, the Dems do not need extremist votes.
Savo, IMHO, is looking in the wrong direction for "satanists". |
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11-10-26 carib
| California voters rejected a proposed billionaire tax, ending a heated and expensive fight over what could have been the nation’s first modern tax on wealth. |
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11-10-26 spal
"You can always count on Americans to do the right thing—after they've exhausted all the other possibilities"
And although Churchill never actually said this - this is what I would say to Dalio.
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11-10-26 spal
That 99.999% of Computing Could Move to Space.
===
Smoking dope
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11-09-26 savo
to have smart and strong moderates of the left and the right work together against the extremists
I would add that what is destroying democracy is reelection.
4+4 is to much
eternal reelection in the european parliamentary systems is even worse.
There should be one term... as short as possible and good bye.
4 years sounds good to me... if the guy does a good job... thank you.. if he does a bad job...then easy to get rid of him.
Protection should be to the downside.
If the dems win the presidential... and the guy gets reelected... it will be 10 years of satanist policies... the US will be unrecognizable by then. |
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11-09-26 panasonic
The only guy with 20/20 vision:
"Elon Musk Backs Google Co-Founder Larry Page's 'Accurate' Prediction That 99.999% of Computing Could Move to Space: |
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11-09-26 panasonic
| Carib, with Congress in hands of Dems probability of that is 0.00547% with zero standard deviation. |
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11-09-26 victor
| carib, jaime bayly said that, using the pretext of the earthquake, coordinating aid, the us military took over the main airport. |
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11-09-26 carib
It would reasonable for the USA to have a military base in Veny (and I think it is under active consideration)
Guantanamo 2.0. |
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11-09-26 carib
Biden:
Eight days after the 2024 election, I honored a presidential tradition by hosting a visit from the president-elect. Jill and I met President Trump and his entourage in the Diplomatic Reception Room, and then I escorted him into the Oval Office for our formal meeting, accompanied only by our chiefs of staff, Jeff Zients and Susie Wiles. He and I sat in chairs near a roaring fire; Jeff and Susie sat on sofas. Trump was immediately chatty and surprised me by adopting a tone so friendly that I thought he might be putting me on. It bordered on fawning.
“You know, Joe, if it weren’t for politics, I believe we’d be good friends.” I think I blinked, too stunned to respond. Then he kept going, as if intoxicated by the curious conversational path he had chosen. “Yes, if it weren’t for politics, we’d spend all our time golfing together.” He said my performance on job creation had been “extraordinary.” He added that he’d been relieved he didn’t have to run against me. I didn’t really understand why he was buttering me up, so I cut off his compliments to move on to the business at hand. I wanted to give him a wide-ranging overview of the issues that I thought would dominate his presidency. It was essentially a tour of the world, including Ukraine, NATO, Russia, Gaza and the Middle East, China, the Americas, and Africa. He nodded appreciatively. But I noticed a curious pattern: He focused on the personalities of the leaders, as if we were sharing gossip about people at a dinner party, not discussing issues of global significance. |
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11-09-26 panasonic
Dalio clearly reading colores.
Carib: "I also still think that is very unlikely"
According to Mythos V10.0, chances are 0,0420% |
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11-09-26 panasonic
Carib, we need armed forces loyal to Rubio and deep cleaning of gangs...takes time.
I would bring TSJ judges after that, why burn them right away on human rights issues?
Unless Rubio has a plan to put boots in ground that we don't know. |
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11-09-26 carib
Dalio:
there is only one possible successful path forward for the United States and all other over-indebted, financially/socially/ politically fractured democracies that are suffering from the same problems (e.g., France, other European nations, and the UK), and that is to have smart and strong moderates of the left and the right work together against the extremists to deal well with the difficult issues, which will require them to agree and get the government and the people of the country to do the difficult things that will make them strong again.
I also still think that is very unlikely.
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11-09-26 panasonic
Vic, after midterms defeat, it was reasonable to expect an implosion in GOP.
Dems will double down on war against datacenters, funny side, there is no enough power grid in USA bcz Dems blocked new projects in past years, crazy days. |
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11-09-26 carib
Savo would say "Massie lost to a satanist!"
;~) |
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11-09-26 carib
ÚLTIMA HORA | Rubio prevé nuevos magistrados del TSJ en diciembre y posterior renovación del CNE en Venezuela.
"Tendremos nuevos magistrados del TSJ en funciones para mediados de diciembre. Posteriormente, muy rápidamente después, se creará el nuevo CNE" https://t.co/lOsRNvVz7k pic.twitter.com/zhGkCfSgTr |
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11-09-26 victor
1 hour ago.. massie is gop but lost the primaries to dt's candidate.
//
Breaking News: Congressman Thomas Massie is reading Articles of Impeachment against @SecWar Pete Hegseth on the House floor now. |
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11-09-26 victor
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11-09-26 carib
Under trump, there is no such thing as the GP. It's a cult. non cult members (except in alaska and Maine, perhaps) were marginalised, unless they bent the knee.
Now, I guess no more bent knees. |
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11-09-26 carib
| to resurrect the GOP one should start by dumping (or Burying) Trump. Then give it time. maybe in the 2030 mid-terms. |
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11-09-26 victor
pana, yes.
plus the criticisms elise makes of the gop.. explaining why she didn't run for governor of ny in 2026.
//
Additionally, I was concerned there was a lack of urgency for the need to rebuild the Republican apparatus. There was far too much party infighting, coupled with regional state fiefdoms, and not enough focus on the people.
I also had a sense that Republicans were failing to deliver an agenda or communicate a message that was worthy of the mandate voters had generously given us in 2024.
The focus of top House leadership became surviving another day in power rather than listening to the American people and delivering solutions on affordability, housing, and lowering energy costs. |
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11-09-26 panasonic
"Republicans in New York stopped listening to voters"
100% Vic, what worries most is the effect of AI in next 2 years job-wise, very bad omen (at least for me). |
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11-09-26 victor
| pana, btw, for a *** NY republican *** to win by such large margins is very difficult. |
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11-09-26 victor
pana, btw, elise has won every single race in her ny district..
7 in a row i think.. never lost.. won by big margins.
she never needed dt to win.
for example:
2022, won 59%
2024, won 62%
until she decided to call it quits some months ago, and not run in 2026.. she had a baby recently.
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11-09-26 victor
pana, in my op: no.. dt's shadow will still be around.
that's why it's a mistake if marco runs.
elise stefanik's article is well worth the read:
Elise Stefanik: Republicans in New York stopped listening to voters — here’s how we rebuild the GOP
https://nypost.com/2026/11/08/opinion/elise-stefanik-republicans-in-new-york-stopped-listening-to-voters-heres-how-we-rebuild-the-gop/
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11-09-26 panasonic
China foreign ministry replies:
"China dismisses claims of spy plot involving Nvidia CEO Huang as a smear campaign"....hmmm
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11-09-26 panasonic
Vic, that is true she is a casualty of war.
I wonder if the GOP as a whole can recover from its wounds in 2 years? q opinas. |
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11-09-26 victor
carib, maria elvira is also the person who understands latam the best in the entire usa congress.. more than marco.
having lived in latam when she was with univision, i think it was.
so the interest in maria elvira goes well beyond vz.
it's about all of latam. |
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11-09-26 victor
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11-09-26 carib
| with the GOP in clear minority, I think Maria elvira could do something good for Veny, actually. |
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11-09-26 carib
I guess the only one really interesed in Maria elvira.. is Maria elvira.
My take is Colom will be confirmed winner in MISS, Peltola might lose in ALA, with the senate ending with a comfortable 55 seats DEM majority, and the House with a more comfortable 260+ majority. |
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11-09-26 victor
WPLG Local 10 News
RECOUNT BEGINS TODAY: A machine recount is set to begin Monday morning in the closely contested race for Florida’s 27th Congressional District, where Republican incumbent Maria Elvira Salazar holds a narrow lead over Democratic challenger Eliott Rodriguez. |
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11-09-26 carib
SPAL: jokes apart, I think that in order to understand Trump (a difficult task) one should start from the fact that the only issue that matters for Trump.. is Trump.
He is extremely autocratic, but essentially has no values, so, in politics, he is an opportunist.
His political future is simple: he is 81, with 0 chance of re-election, and a lot of loot to answer for.
He would like to erect monuments to himself before leaving office, but I am not sure he cares about the way historians will trat him. I guess he just wants to live well his remaining life. |
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11-09-26 carib
| https://venezuelarestructuring.com/venezuela-debt-restructuring-tracker |
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11-09-26 panasonic
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11-09-26 spal
Trump bipolar?
===
Quantum - both positions connected by worm holes ... in his brain. |
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11-09-26 carib
Trump bipolar?
First he appoints Miller, then he considers an amnesty for illegals.. |
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11-09-26 panasonic
Alice is not even a model material
https://www.straitstimes.com/world/who-is-alice-huang-the-chinese-exec-accused-of-spying-on-nvidia-ceo |
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11-09-26 panasonic
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