Now couple that with a hi-def camera looking at that third cat eye getting busy. I’m in.
I think a lot of people are going to be wondering that soon.
I got my ass handed to me today in the market. I owned 200 shares of ZS and 300 shares of NOW.
The AI erosion of some, not all, software companies is happenng in real time.
Many such losses will probably be dwarfed by the the AI bubble bursting, if it’s any consolation.
Its not busting my friend. Its just getting going. The markets know best.
Other areas where I am making money from investing in AI. I track these and trade them.
These tickers are mainly up, while legacy software/SAAS is getting pummeled.
For example, the 90 day chart on LITE.
From $280 to $895/share.
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I’m not claiming to be an expert, but what makes you so sure? You don’t think they are hyping this technology way beyond what it can deliver?
Yikes chart.
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No, I don’t think its hyped. Its being put to use as we speak. Search and read about Mythos. Just one example.
”Mythos centers on Anthropic’s new advanced AI model, Claude Mythos Preview (also referred to simply as Mythos). Anthropic announced it this week as part of Project Glasswing, a defensive cybersecurity initiative.”
Capabilities: The model shows a significant leap in performance across benchmarks, especially in coding, reasoning, and cybersecurity tasks. Anthropic’s internal testing revealed it can identify and exploit high-severity vulnerabilities in every major operating system and web browser when directed to do so—capabilities that outpace most human experts. It also demonstrated “strategic manipulation” features, such as exploit attempts and efforts to conceal actions.
Limited Release: Due to safety concerns over potential misuse (e.g., enabling large-scale cyberattacks or hacking), Anthropic is not releasing Mythos publicly. Instead, it’s providing limited preview access to a select group of trusted partners—reports vary from about 12 to over 40 organizations, including tech giants like Apple, Amazon, Microsoft, Google, and NVIDIA. These partners will use it for defensive purposes, such as scanning and patching vulnerabilities in critical software. Anthropic is committing over $100 million in usage credits to support this.
Rationale: The company views this as a “cybersecurity reckoning,” aiming to put powerful tools in defenders’ hands before malicious actors can access similar capabilities. They plan to develop “Mythos-class” models in the future once stronger safeguards exist, but a full public rollout isn’t imminent.
We live in an age of hype, overpromising - and outright grifting. I don’t believe the Mythos hype either, so it’s aptly named. Personally I think the tech billionaires need to get the bum’s rush out of the halls of power, which need to be restored to sanity as the 12 steppers say. This is a gilded age of grift, the greatest transfer of wealth in world history and for what?
Going to be one helluva hangover when the big flush comes. I’m sure they already have the gilded plungers on hand.
The Gilded Age came about from the Second Industrial Revolution. The results of the Second Industrial Revolution were of massive benefit to all mankind and continue to be now 150 years later. They were also the stepping stone for the next Industrial Revolution mid-century and that of course to the Information Age and to the Internet Age and now Beyond. This process is Industrial Society evolution. The hand wringing over the concentration of wealth has been continual.
Compare the concentration of wealth from The Gilded Age on to the current time period, to the concentration of wealth accumulated in different places at different times over the preceeding three or four millennia. The overwhelming difference you see is that the concentration of wealth in the Deep past and even up into the Enlightenment was that almost none of that was for the betterment of mankind and had an incredibly small effect on the development of the societies to come. The richest man ever, the king of Mali, has a lot of revisionism or at least new attention to him but in the end his giant pile of gold and salt didn’t advance his country or mankind Jack Squat. Ditto most of the religious kingdoms of Europe, definitely ditto any of the absolutist dictatorships in the Far East across a few millennia, ditto ditto ditto.
The greatest reduction in illiteracy, poverty and the greatest increase in Liberty and free thought, as well as the rise of a broader middle class beyond smiths and shopkeepers/burghers/kulaks coincides with but is no coincidence to the principles of the Enlightenment and the outgrowth of it, which ended up being the spread of free speech and free enterprise and much wider ownership of land and the splitting of Church and State.
What I’m getting at is that there’s always been incredibly rich people but really only in the last 200 years have these incredibly rich people had an outsized effect on the Improvement of mankind, whether they set out as that goal or not. Doesn’t matter. We’re seeing the same thing again and we’ll see you again and again and again as long as we don’t get dragged back to Single party rule/ dictatorsgip by whatever flavor/means, Fusion of Church and State or the wanton disregard for human life that existed for the vast majority of The Human Experience
I know that this assertion comes at odds with the popular zeitgeist that has tried to diminish this Truth and seize the Power for itself, but it’s because that popular Zeitgeist is f****** garbage, and desperate at that.
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This is not directed at AI investors, but toward anyone whose ever had to listen to the grifters sucking up their trillions, and more kids are suicidal than ever before.
Oh I agree with all of that, I’m a classical liberal at my core. And I do not worry much about wealth concentration, although there can indeed be a bridge too far from me on that as well.
And I’m not an economic populist, a socialist (democratic or otherwise) and not on the far left as I think you’re pointing to it (not at me specifically). But I think there are to be some caution here, for as you say in the next paragraph, single party rule and theocratization of state institutions are indeed what we all want most to avoid, apart from a few.
And so here we get to the rub. Today’s corruption has no equal. People are making tens of millions, hundreds of millions, and billions of dollars through insider trading, bribery, and various other forms of pay to play on a scale not seen since the fall of the Soviet Union.
I can’t be too much more explicit than that without breaking forum rules. And the nascent oligarchy that has taken shape of late is exactly what you point to when you list the threats to liberty we want most to avoid.
As for the tech billionaires, I do not trust a great many of them. I will leave it at that. I certainly do trust Bill Gates more than I do that ilk. Time will tell. But fascism has been imported into the US gov’t and this particular brand came from Russia. Yep.
Tom is a friend of mine, although I’ve never met him in person. He has been a tireless fighter for liberty since the days when he was smuggling books into the Soviet Union. He has been on the front lines of many important fights. He is an honest and talent intellectual who puts his money (and feet) where his mouth is.
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Ok, to steer us back after my piloting us out maybe a bit far from the topic and rules… ( and good stuff re: Classic Liberalism Jah….we can come to the same place from different directions for sure)…
Here is the guy the NYT just published that they feel is the mysterious Bitcoin inventor, Satoshi, opining about how quantum threata to Bitcoin enctyption and thr ecosystem in generalnare decades off
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Who Is Satoshi Nakamoto? My Quest to Unmask Bitcoin’s Creator - The New York Times https://share.google/JV7J9wN6tfNH7uChX
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**Its Cooking and Real**
Fed Chair Jerome Powell and Treasury Secretary Scott Bessent met with the heads of major U.S. banks to discuss the cyber threat of Anthropic’s new Mythos model.
Anthropic rolled out Mythos this week in a limited capacity over concerns that hackers could exploit its capabilities.
Bank of America’s Brian Moynihan, Citigroup’s Jane Fraser, Goldman Sachs CEO David Solomon, Morgan Stanley’s Ted Pick, and Wells Fargo CEO Charlie Scharf were all in attendance, Bloomberg reported, citing people familiar with the meeting.
It’s important to distinguish between the technology and the corporations that are selling it.
The tech is legit.
The companies suck, and are deeply ironic:
- Anthropic is misanthropic
- OpenAI isn’t open
- Grok doesn’t grok
- DeepSeek isn’t deep
- Gemini – the twins who alternate between Olympus and Hades, Heaven and Hell
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I’m not sure how I haven’t been following this thread over the past couple of months (although I do recall replying at some point) given all of the work that I’m personally doing with AI, but has anyone else here done any work with using and fine tuning Ollama models to run locally? If so, what do you do with them? I worked on a project like that myself for a software company, and after I take the MCAT on May 8th I’m going to pick all of that work back up again.
Gemma 4 just dropped very recently and I want to check it out when I get the chance.
All of my systems are currently set up to run Qwen3.5, but Gemma 4 is supposed to be better at agentic tasks than Gemma 3 was, which given that Gemma is a multimodal model makes me want to use it.
I’m also going to connect several old PCs we have sitting in our basement via ethernet and Exo to our current PC that runs the local model, so who knows if that will let me use bigger parameter models to do things with.
Basically I set up a customized chat bot for this company, and did my best to allow the interface with which they interact with the chatbot to use Claude Code via Ollama in an integrated IDE and to use n8n locally as well. I got about 85% of the way there before school just became too much of a responsibility at the moment.
Claude being down this AM has brought to my attention that I may have a bit of this LLM psychosis that people are chatting about.