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FloorEgg

1,013 karma · joined June 9, 2023

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FloorEgg··on Anthropic IPO buyers see valuation as low as $1.1T
> False

What exactly are you claiming is false about my statement?

The list you presented are mistakes Anthropic made or cases when they put their own interests ahead of users, but I don't see how it disproves the point I was making. None of those are examples of embedding backdoors or stealing secrets to take over or sabotage a system. They are categorically different than what I'm asking about.

FloorEgg··on Anthropic IPO buyers see valuation as low as $1.1T
Do you ever worry whether these open source models have been trained to embed backdoors or leak secrets in very specific circumstances at some point in the future? The kind of thing that's hard to know ahead of time and even detect after it's happened?

I feel like the industry hasn't solved that alignment problem yet... We have no way to verify the entire models landscape of intent.

Paid models have an incentive not to do that because if the market discovers it there is a huge economy penalty, but the free open source models don't have that disincentive.

FloorEgg··on Anthropic IPO buyers see valuation as low as $1.1T
Do you know how companies are valued?
FloorEgg··on Voters Set $400M of Elon Musk's Money on Fire
I agree with this...

> it's an extreme increase in money

https://fred.stlouisfed.org/series/m2sl

FloorEgg··on I wish tech companies knew more about me
Same... I had a moment of "wait, did I write this??"
FloorEgg··on Brainstem Theory of Consciousness
That all makes sense to me.

> The conscious thinking is more like an agentic harness, while the subconscious work is like what a very big LLM does.

I would go further and just say the conscious thinking is the user. The harness is more like an interface that increases thinking throughput between the user and model. The harness is what makes the model more like an extension of the user's brain and less like a separate entity.

FloorEgg··on Voters Set $400M of Elon Musk's Money on Fire
I'm not sure how one can converse curiously when they presume so much about another person's belief system from such a short comment.

Judgement blocks curiosity.

Also pro or anti capitalism has nothing to do with what is going on in America. I know a lot of people like to think it does, but the reason all the wealth is transferring from laborers to asset holders is due to the specific implementation of the US economic system that has existed mostly since coming off the gold standard. It's not capitalism, it's the petrodollar and US banking system. Lots of other countries harness capitalism in other ways and don't have the problems the US has. The US government is subservient to the financial industry...

That's the thing, is these issues are really complex, and you have an opportunity on a site like this to be curious and inch closer to the truth but that won't happen if you sit in judgement, because judgement blocks curiosity.

FloorEgg··on Brainstem Theory of Consciousness
Amazing!

The brainstem also happens to have the greatest diversity of kinds of neurons, and is the oldest in terms of evolutionary biology. This lends to the idea that all creatures are conscious but humans are conscious of more things (via the cortex). Basically the cortex expands consciousness but the brainstorm is the source of it.

It's also worth noting that modern LLMs architecture are a lot closer in kind to the cortex and are dramatically different (simpler) than the brainstem. This can maybe afford some optimism that AI may be more likely to extend human consciousness than replace it, at least for a long while. (Even if it's not evenly distributed...)

FloorEgg··on Voters Set $400M of Elon Musk's Money on Fire
I agree that it's best that as many people as possible understand what's going on and think critically about it.

> taking Citizen's United as the status quo for how we should run society

I hope you're not implying that's what I meant.

FloorEgg··on Voters Set $400M of Elon Musk's Money on Fire
But the only thing novel about it in this case is it was blasted all over the media. The rich have been influencing politics like this for decades, at least as long as since Citizens United.

Acting like this is new or specific to Elon is either misleading or naive.

FloorEgg··on Anthropic may not secure investment-grade rating after IPO, Blackstone says
Well sure..., but what might be less obvious is that a can of beans, a tank of gas, a wig and a chair can all inflate at 2% a year while stocks and land inflate much faster.

The way we measure inflation is focused on consumption goods that everyone depends on. It doesn't take into account the stock market.

In other words we could stay around 3% in measured inflation but see ~30% annual equity inflation...

So my point is that the most valuable companies in 20 years could be worth hundreds of trillions while the cost of a can of beans is like $5, not $200.

Zimbabwe type inflation happens when the economy doesn't get more efficient at producing stuff as fast as the government prints money. If the economy increases efficiency very quickly and the government prints money to peg at 2% inflation, the products we consume only increase a little bit while scarce assets increase a lot.

This is why in the time I took a can of beans to increase in price 3x a house increased 20x.

FloorEgg··on Anthropic may not secure investment-grade rating after IPO, Blackstone says
Companies IPO much later now because the laws changed. They used to be forced to IPO much earlier because employees shareholders pushed them over the threshold for # or private shareholders.

So you're absolutely correct about the comparison.

That said, I bet whatever happens over the next 20 years goes beyond what any of us can imagine. I wouldn't be surprised if the winners of this paradigm are worth hundreds of trillions. Sounds ridiculous until you look backwards and valuation a and consider this is an exponential curve and time is compressing.

FloorEgg··on Google Search is now less than half of Alphabet’s revenue
As a power user of Google search for decades, I find myself using it less and less (maybe now 5% of my historical peak usage). There are several reasons, but the main one is because they have gradually traded search quality for ad revenue with the direct consequence being wasting my time.

If I type in the name of a company so that I can navigate to their website, and I have to scroll past my whole viewport of other companies bidding to be placed above where I'm trying to go, I learn it's faster for me to just type the website address into the bar instead of going via Google.

They designed a UX that made my life easier and caused me to form a habit, and then broke that UX for money causing me to form a new habit.

It's just one example of dozens, but the consequence is that I see 95% fewer Google ads than I used to. My guess I am on the leading edge (along with many others on this forum) of a wave of change of user behavior that spells pessimism for Google search revenue.

FloorEgg··on MIT professor says AI is taking over your brain
What terrifies me is the thought that knowing the answer everyone sees is wrong and everyone being incapable of thinking critically about it. Maybe this is a timeless problem, but I fear it getting worse.
FloorEgg··on Forfeiting Freedom for Security: A Legal Review of the DHS and ICE (2002) [pdf]
Disrupt trust and you disrupt the nash equilibrium.

I remember that morning when almost every channel was replaying it. I remember watching live when the second plane hit.

I didn't understand the long term implications then, but I remember hearing things other people said who clearly did understand. It wasn't about the towers or the death, it was about the attack on trust and the long term impact that would have on individual people's choices that made up the broader culture.

Like a stick in the spokes of a continent sized bike that takes decades to flip over.

FloorEgg··on Amazon Is Gutting Its AI Division After Sustained Failure
Because anyone can apply any label to anything.

Values drive behavior. Who owns / runs futurism and what are their values?

Journalism / media as activity needs to be sustainable and unfortunately in our current world it's seems very difficult to sustainably remain high integrity. Sometimes it may be greed, but most of the time I think it's survival.

In this case AI is part of what is threatening journalist survivability, so it kind of makes sense.

FloorEgg··on Anthropic logged net loss of over $80B in first half of 2026
No, that's not all I need to know. I need to know much much more than that, because my needs follow from my wants and I want to understand the full truth.

I can think for myself, and I don't need you, or Reuters, to think for me, thank you.

FloorEgg··on Anthropic logged net loss of over $80B in first half of 2026
Wait until they actually IPO... And ignore the noise until then?
FloorEgg··on Anthropic logged net loss of over $80B in first half of 2026
I've seen plenty of evidence and I could take a bunch of time to dig it up and present it to you... Or you could just take note to think critically about the content whenever someone else is paying for you to read an article instead of you paying for it yourself. (Even if it's for a source which historically had a good reputation)

Maybe I'm being chastised and down voted by real people who take offense to encouraging study and critical thinking about information that impacts financial decisions on a website with community guidelines that encourages intellectual curiosity, or maybe I'm being attacked by LLM bots in a time when it's never been cheaper or easier to do so.

Youre riding a fine line between being curious and sealioning. If you're actually curious, try asking another way.

FloorEgg··on Anthropic logged net loss of over $80B in first half of 2026
Lots of people really want to convince the public there is a bubble.

Hmmm...

My advice: if you actually want to know the truth of what is going on, get a general understanding of finance and read the actual financial statements/filings and their disclaimers. It's very easy to write articles like this that cherry pick certain numbers out of context to support a specific narrative. Reuters is in the process of liquidating their reputation in the same way that forbes and business insider and many others publications have.

FloorEgg··on Anthropic commits 5% of shares to 'public benefit' fund
> We deserve

What do you mean exactly?

Haven't all other technologies also impacted most people in many areas of their lives? How is AI different?

What exactly are you proposing?

FloorEgg··on "I'm on a war footing": Terry Tao and the crisis in math
Human level embodiment took 10,000x longer to evolve than human level abstract and symbolic information processing, and is also probably 10,000x harder to replicate in an alternative form.
FloorEgg··on Letter to Anthropic Re: Planned Initial Public Offering
I'm not responsible for deciding whether companies IPO. I'm also not fully apprised of Anthropic's current financials. I have done research deep dives into private and public companies for investment reasons.

All that said, my instinct is that the unprecedented context of Anthropic's IPO is not enough of a reason to prevent it from doing said IPO. If anthropic has insufficient capital and is operating at a significant loss, with no way to model a transition to profitability, or is over-valued, those are reasons I can understand.

My issue with the existential risk reason, is that there is also a risk that anthropic disrupts and deflates multiple industries while capturing that value for itself. If the public are blocked from participating in it's success, that is also a risk to the public. To people who are skeptical about AI and assume this is all a big scam I'm sure what I'm saying sounds delusional or like ajoke... But what I struggle with is how the logic can run one way but not the other.

Given the unprecedented potential impact at stake, the risks, the potential rewards, and the risks of not participating in the potential rewards, all seem similarly unprecedented.

Is this just a case of someone assuming the risks far outweigh the rewards? Is it that simple?

Is this weighting based on vibes?

Can anyone pull this apart for me?

FloorEgg··on Now that information is free, what's a college campus for?
> Today, at least at the undergrad level, universities function as a job screen for people who can dedicate themselves to an academic program and complete it

I predict that this is not going to last much longer itf institutions continue to avoid holding students accountable for egregious acts of academic misconduct.

Every time they choose student tuition over maintaining the integrity of the credentials the value of the credentials as a screen drops a little bit. At some point it will fall below a threshold, and then at some point afterwards the rest of society will realize it.

FloorEgg··on New York Declares State of Emergency as Measles Cases Spread Fast
I clicked this link hoping to read about the number of cases, rate of spread/growth, history of outbreak, etc. and it was just a political rant about politicizing the topic (a bit ironic)...

I miss the times when things were a lot less politicized

FloorEgg··on The Mathocalypse
In terms of synapse density, neuron diversity, energy efficiency, memory access, etc. they are orders of magnitude lesser.

My mental model - for better or worse - is that intelligence has both shape and area, and LLMs are orders of magnitude smaller area but very different shape, and they have more intelligence area in the kind that humans have lesser of.

So yes very different, more in some material ways and lesser in others, but in total intelligence are still orders of magnitude lesser.

My gp comment was acknowledging that when you scale up many instances / brute force problems it confuses that "total area" claim a bit.

To follow the anthropomorphization... 1000 toddlers may have more total intelligence than a grown man, but does that matter?

The problem with these discussions probably/usually fold into differing/loose definitions of intelligence.

FloorEgg··on The Mathocalypse
If intelligence is compression, and these models are a different form of lesser intelligence than human, but being scaled up to brute force problems, then it makes sense the artifacts that produce (the proofs) would have worse compression than a human proof would.

In other domains I have seen first hand overwhelming evidence of how things that cause the AI to make mistakes also cause humans to make the same mistakes.

I wonder if the proofs being produced that are hard for humans to interpret are also hard for other LLMs to interpret.

In other words, I wonder if humans are still much better at compressing understanding into proofs than the best LLMs, and what it will take for LLMs to exceed them.

It kind of an explicit example of how the LLMs can be materially less intelligent than people, but still be more productive through scaling, and yet they also can't replace people because they are a categorically different kind of intelligence. It's like all the AI debates compressed into one example showing countwr-intuitive answers.

FloorEgg··on Why is the liver so weirdly regenerative?
If you are trying to do market research, this is the wrong way
FloorEgg··on AI researchers debate how close we are to recursive self-improvement
It has nothing to do with special. It has to do with the physics of memory access, neuron diversity and synapse density in biological brains, and the limitations of the current hardware architecture of AI.
FloorEgg··on AI researchers debate how close we are to recursive self-improvement
What if you are underestimating some qualities of our intelligence and how efficient they are physically, and underestimate how much less the hardware / tech stack is in comparable efficiency?

What if the bottleneck is physical chips and data centers and power and only so much can be squeezed out of algorithms?

What if AI seems more impressive than it is, because the things it is good at happens to be hard for us, and it's hard for us because it's new to us (processing lots of abstract information), but the things that we are good at (manipulating physical world) are objectively orders of magnitude harder?

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