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RC_ITR

3,166 karma · joined June 8, 2019

Not concerned with political “beliefs” other than “everyone needs to do more critical thinking and research.”

Clustering is usually a pretty good sign of doing neither - just because information is free doesn’t mean you shouldn’t synthesize it for yourself.

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RC_ITR··on 'Pokémon Go' players unknowingly trained delivery robots with 30B images
I'm not positive this was a secret (See: Reddit post about it from 2018):

https://www.reddit.com/r/TheSilphRoad/comments/8i7byi/pokemo...

RC_ITR··on The only moat left is money?
It's like that FT chart claiming that the rapid rise in iOS apps is evidence of an AI-fueled productivity boom.

I always ask people, in the past year, how many AI-coded apps have you 1) downloaded 2) paid for?

RC_ITR··on GLM-5: Targeting complex systems engineering and long-horizon agentic tasks
Sure and AGI will 100% it 100% of the time, even if it is hard.
RC_ITR··on GLM-5: Targeting complex systems engineering and long-horizon agentic tasks
Sorry, is your definition of AGI "doing things worse than humans can do, but way faster?" because that's been true of computers for a long time.
RC_ITR··on GLM-5: Targeting complex systems engineering and long-horizon agentic tasks
Here's the score for new AIME's, where we know the answers aren't in training.

https://matharena.ai/?view=problem&comp=aime--aime_2026

As for MMLU, is your assertion that these AI labs are not correcting for errors in these exams and then self-reporting scores less than 100%?

As implied by the video, wouldn't it then take 1 intern a week max to fix those errors and allow any AI lab to become the first to consistently 100% the MMLU? I can guarantee Moonshot, DeepSeek, or Alibaba would be all over the opportunity to do just that if it were a real problem.

RC_ITR··on GLM-5: Targeting complex systems engineering and long-horizon agentic tasks
The bird not having wings, but all of us calling it a 'solid bird' is one of the most telling examples of the AI expectations gap yet. We even see its own reasoning say it needs 'webbed feet' which are nowhere to be found in the image.

This pattern of considering 90% accuracy (like the level we've seemingly we've stalled out on for the MMLU and AIME) to be 'solved' is really concerning for me.

AGI has to be 100% right 100% of the time to be AGI and we aren't being tough enough on these systems in our evaluations. We're moving on to new and impressive tasks toward some imagined AGI goal without even trying to find out if we can make true Artificial Niche Intelligence.

RC_ITR··on A sane but bull case on Clawdbot / OpenClaw
I may not be AGI, but here's a $615 2 Queen bed hotel room for the dates he wants in exactly the location he wants (just not on Airbnb).

https://www.booking.com/Share-Wt9ksz

Maybe he really is tied to $600 as his absolute upper limit, but also seems like something a few years from AGI would think to check elsewhere.

RC_ITR··on A sane but bull case on Clawdbot / OpenClaw
Yeah, I've found AI 'miracle' use-cases like these are most obvious for wealthy people who stopped doing things for themselves at some point.

Typing 'Find me reservations at X restaurant' and getting unformatted text back is way worse than just going to OpenTable and seeing a UI that has been honed for decades.

If your old process was texting a human to do the same thing, I can see how Clawdbot seems like a revolution though.

Same goes for executives who vibecode in-house CRM/ERP/etc. tools.

We all learned the lesson that mass-market IT tools almost always outperform in-house, even with strong in-house development teams, but now that the executive is 'the creator,' there's significantly less scrutiny on things like compatibility and security.

There's plenty real about AI, particularly as it relates to coding and information retrieval, but I'm yet to see an agent actually do something that even remotely feels like the result of deep and savvy reasoning (the precursor to AGI) - including all the examples in this post.

RC_ITR··on Oliver Sacks put himself into his case studies – what was the cost?
Speaking of suboptimal writing, why call it a 'gay' love affair, when he was openly gay?
RC_ITR··on 73% of AI startups are just prompt engineering
When the new pre-trained parameters come out in a new model generation, your old fine tuning doesn't apply to them.
RC_ITR··on 73% of AI startups are just prompt engineering
One of the biggest problems frontier models will face going forward is how many tasks require expertise that cannot be achieved through Internet-scale pre-training.

Any reasonably informed person realizes that most AI start-ups looking to solve this are not trying to create their own pre-trained models from scratch (they will almost always lose to the hyperscale models).

A pragmatic person realizes that they're not fine-tuning/RL'ing existing models (that path has many technical dead ends).

So, a reasonably informed and pragmatic VC looks at the landscape, realizes they can't just put all their money into the hyperscale models (LP's don t want that) and they look for start-ups that take existing hyperscale models and expose them to data that wasn't in their pre-Training set, hopefully in a way that's useful to some users somewhere.

To a certain extent, this study is like saying that Internet start-ups in the 90's relied on HTML and weren't building their own custom browsers.

I'm not saying that this current generation of start-ups will be successful as Amazon and Google, but I just don't know what the counterfactual scenario is.

RC_ITR··on Launch HN: Tweeks (YC W25) – Browser extension to deshittify the web
I think the word "de-enshittify" is probably the least elegant piece of slang ever uttered.

I know linguistics is descriptive not prescriptive, but it's truly amazing to me the lengths people will go to swear.

RC_ITR··on U.S. added 911k fewer jobs in year through March than reported earlier
Yes, the BLS employment survey.
RC_ITR··on U.S. added 911k fewer jobs in year through March than reported earlier
Sure, that's personal income and can be found here:

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

RC_ITR··on U.S. added 911k fewer jobs in year through March than reported earlier
Not all 'normal income' is from a "job" as we think of it and assuming that does not even come close to passing any informed person's smell test.

Parsing tax or SS payments for what a "job" is would be a logistical nightmare, because that's not what the system is designed for (unlike the BLS's system, which is designed to count jobs).

RC_ITR··on U.S. added 911k fewer jobs in year through March than reported earlier
https://fred.stlouisfed.org/graph/?g=1Mc3z

Manufacturing and mining are becoming much less correlated to the overall jobs market (likely, as you point out, b/c the government smooths the other sectors).

https://fred.stlouisfed.org/graph/?g=1Mc3I

This is despite being a relatively flat % of employment since 2010 (after a long period of decline).

https://fred.stlouisfed.org/graph/?g=1Mc4f

As mentioned, there is also the weirdness of SWE's going from 'better than the overall market' to 'worse than the overall market'.

https://fred.stlouisfed.org/graph/?g=1Mcer

Retail employment is also dislocating.

Those are just the examples I can think of with no research, I'm sure there are others.

RC_ITR··on U.S. added 911k fewer jobs in year through March than reported earlier
I think it's interesting that everyone's immediate reaction now-a-days is to assume incompetence or maliciousness, rather than curiosity at the root cause (very telling this attitude has even permeated a forum for supposed 'hackers').

A high-level is that 80% of the economy is very easy to track b/c it's not very volatile (teachers, for example).

What we have seen is a huge surge in unpredictability in the most volatile 20% of jobs (mining, manufacturing, retail, etc.). The BLS can't really change their methods to catch up with this change for classic backwards compatibility and tech debt reasons.

Part of the reason 'being a quant' is so hot right now is that we truly are in weird times where volatility is much higher than most people realize across sectors of the economy (i.e. AI is changing formerly rock-solid SWE employment trends, tariffs/electricity are quickly and randomly changing domestic manufacturing profitability, etc.). This means that if you can build systems that track data better than the old official systems, you can make some decent money investing against your knowledge.

I think this is a bad state of affairs, but I don't have a good solution. Any private company won't release their data b/c it's too valuable and I am reluctant to encourage the BLS to rip up their methods when backwards compatibility is a feature worth saving.

RC_ITR··on Outside of the top stocks, S&P 500 forward profits haven't grown in 3 years
Meta is also a great example of AI leading to higher user engagement today.

Reels isn't powered by Transformers per se (likely more of a complex mix of ML techniques), but it is powered by honest-to-goodness SOTA AI/ML running on leading-edge Nvidia GPUs.

I think, because they're so impressive, people assume Transformers = AI/ML, when there's plenty of other hyperscale AI/ML products on the market today.

RC_ITR··on Mary had schizophrenia, then suddenly didn't
I also wonder if just that microglia are activated during chemo. Maybe this is just the most useful case of 'chemo brain' ever.
RC_ITR··on Intel's retreat is unlike anything it's done before in Oregon
Sure but that's different than your original point.
RC_ITR··on Underwater turbine spinning for 6 years off Scotland's coast is a breakthrough
Sure, but again, wind turbines are on the scale of millions whereas there are tens of billions of structures swaying in the breeze.

I get your point, but a 1,000x+ difference in quantity cannot be ignored.

RC_ITR··on Underwater turbine spinning for 6 years off Scotland's coast is a breakthrough
Do you have this same concern about literally every structure man has ever constructed?

They do the same exact thing in terms of 'slowing wind down' and 'preventing the sun's energy from reaching the ground'.

This idea is understandable, but it falls apart for the same reason the wind turbine bird death concern does (the number of birds that have died due to humans liking windows is 1,000,000x the number that have died in turbines).

RC_ITR··on Private sector lost 33k jobs, badly missing expectations of 100k increase
https://fred.stlouisfed.org/series/LNS12032196

We do - People employed part time for Economic Reasons.

If what your looking for is 'People with salaries below the highest they've ever earned', then you're just going to get a very noisy metric of sales people on bad commission years, etc.

RC_ITR··on US economy shrank 0.5% in the first quarter, worse than earlier estimates
Preamble: GDP, is a bit of a synthetic metric.

As you point out, there's no purchase level data about what's imported vs. not.

The way this is handled is that this quarter's imports are set against this quarter's consumption - basically the method assumes the import/domestic mix of business inventories stays the same (true enough in the long run, very incorrect in short term shocks).

That's why extremely disingenuously the AP says:

>Trade deficits reduce GDP. But that’s just a matter of mathematics. GDP is supposed to count only what’s produced domestically, not stuff that comes in from abroad. So imports — which show up in the GDP report as consumer spending or business investment — have to be subtracted out to keep them from artificially inflating domestic production.

Answer: What happened here[1] is that the BLS makes a bunch of assumptions to get data out in time (preliminary figures based on historical seasonal trends, etc.) but this quarter, their assumptions about consumer spend were far too aggressive.

It happens all the time, especially in strange times like 1Q was, but there's also career/political incentive to be aggressive on the advanced data, since that's what drives the big headlines.

[1]https://www.bea.gov/system/files/gdp1q25-3rd-chart-02.png

RC_ITR··on FICO to incorporate buy-now-pay-later loans into credit scores
>Theoretically, credit should be used for one thing: to make more money. (not less)

This is prima fascia false. Credit, especially artificially low interest rate credit like this, can be used for a ton of reasons, including 'beating inflation.'

I bring this up because so many diligent savers in 2019/2020 got screwed by waiting to buy big tickets items.

RC_ITR··on You can now legally walk with drinks on SF's Valencia St
I am really trying to understand what you're saying, but I disagree because I do think that today it is axiomatic that laws need enforcement to be useful and most legal enforcement involves negative consequences. I also thing that most negative consequences are either pain related (Contemporary morals have generally eradicated pain-based consequences) or restriction on access to material things.

What I am ultimately trying to say is that the large majority of people on this forum see the symptom of a broken society (homelessness and drug addiction) and for whatever reason, refuse to believe that a complex network of problems is actually the thing that should draw our 'hacker' focus.

Like sure, you clearly had a negative experience with permitting that caused you to have an expensive fine and feel resentment that other people do 'worse' things 'scot-free'.

Would fining a homeless person more money actually solve your or the city's problems? No. The person would just not pay, because again, they have nothing to lose.

Ultimately, I think where we agree is that the idea of law needs to evolve to include both punishment and state funded / enforced humanitarian care.

The reason that I think this will never happen in America is because we are an inherently vengeful people with a dark history of race-based hatred and a fundamental disdain for paying taxes that fund public goods.

RC_ITR··on You can now legally walk with drinks on SF's Valencia St
I really dislike this logical fallacy.

All three things were illegal. All three things were frowned upon.

What you are actually saying is that there are many people on the streets of San Francisco who are otherwise excluded from American society and therefore have almost 'nothing to lose.' Those people often break laws, largely because the social contract has excluded them from the benefits of society (for example, knowing you have access to indoor plumbing).

This article is about a change for the fortunate ones like you and me who do feel like we get a fair shake from the social contract and therefore follow most laws (I assume).

RC_ITR··on OpenAI to buy AI startup from Jony Ive
Just to stem pointless debates before they flame up - both these acquisitions appear to be primarily if not exclusively for stock.

Sure, if you want to get into theoretical finance, OpenAI could have sold these new shares for cash, so technically there's no difference, but OpenAI is only spending opportunity cost cash, rather than fiat.

OpenAI's fiat likely still goes to the things you'd expect, like training models and paying for inference.

RC_ITR··on Waymo and Toyota outline partnership to advance autonomous driving deployment
I have to pay to store my manually-driven car 90% of the day, because there's nothing else it could be doing while it waits for me.

A driverless car can very easily do things and make money while I'm waiting for it.

In some scenarios, people rent out their owned cars during the day to avoid this massive opportunity cost, but I doubt that will be the most efficient model.

In what other asset class ever has it made sense for the capital owners to be an extremely long tail of people, rather than a large corporate owner? Especially something as high velocity and fungible as cars.

RC_ITR··on Sweetener saccharin shows surprise power against antibiotic resistance
https://pmc.ncbi.nlm.nih.gov/articles/PMC4109571/

We don't even know if tiny doses or artificial radiation are good or bad for you.

That's the straw that just pushed me to live my life.

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