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Embodying Generalism. Geopolitics, Investing, Bitcoin, Human Rights, Arts, Personal Growth, Global Trends, Tech, Inner Harmony, Unexpected Ideas...

Stanford downloaded Facebook's LLAMA from torrents, started w/ human written instructions dataset, then pimped it by generating shit ton more by OpenAI API & trained own LLM on "cents"

Funny, AI development wants to be open source.

Paper: https://crfm.stanford.edu/2023/03/13/alpaca.html

For non-amateur take, see Eliezer's tweet quoted below.

"I don't think people realize what a big deal it is that Stanford retrained a LLaMA model, into an instruction-following form, by **cheaply** fine-tuning it on inputs and outputs **from text-davinci-003**.

It means: If you allow any sufficiently wide-ranging access to your AI model, even by paid API, you're giving away your business crown jewels to competitors that can then nearly-clone your model without all the hard work you did to build up your own fine-tuning dataset. If you successfully enforce a restriction against commercializing an imitation trained on your I/O - a legal prospect that's never been tested, at this point - that means the competing checkpoints go up on bittorrent.

I'm not sure I can convey how much this is a brand new idiom of AI as a technology. Let's put it this way:

If you put a lot of work into tweaking the mask of the shoggoth, but then expose your masked shoggoth's API - or possibly just let anyone build up a big-enough database of Qs and As from your shoggoth - then anybody who's brute-forced a *core* *unmasked* shoggoth can gesture to *your* shoggoth and say to *their* shoggoth "look like that one", and poof you no longer have a competitive moat.

It's like the thing where if you let an unscrupulous potential competitor get a glimpse of your factory floor, they'll suddenly start producing a similar good - except that they just need a glimpse of the *inputs and outputs* of your factory. Because the kind of good you're producing is a kind of pseudointelligent gloop that gets sculpted; and it costs money and a simple process to produce the gloop, and separately more money and a complicated process to sculpt the gloop; but the raw gloop has enough pseudointelligence that it can stare at other gloop and imitate it.

In other words: The AI companies that make profits will be ones that either have a competitive moat not based on the capabilities of their model, OR those which don't expose the underlying inputs and outputs of their model to customers, OR can successfully sue any competitor that engages in shoggoth mask cloning."

Yesterday MOVE index (VIX for bonds) made peak above both: 20' March & Gilt drama in 22' October

Coupled w/ yield moves I view this as changing hands, not necessarily liquidity issues. IMO cuts pricing is getting ahead of itself yet again

CPI stable +0.4MoM, Core accelerating...

GPT-4 is here and Google, month+ after announcement, still in garage, punching the last right biases from #Bard.

Google was smart to train image recognition with captchas. It missed LLM training w/ human feedback big time.

Waiting for dev stream, 1st impression: better ChatGPT

Reading "Meta is building a decentralized, text-based social network":

"The app is codenamed P92 and will allow users to log in through their existing Instagram credentials, the outlet reported"

Zuck, just traversing through buzzwords to see which one makes the stock go up. $FB

Peter Zeihan on Russian #gold changed by worldview a bit.

-Russia probably #1 producer

-Can't tell real reserves (aside from FX by c bank)

-Flying gold to pay for goods (dense; avoids SWIFT)

If your enemy has the printer on hardest conventional currency for centuries...

Replying to Avatar Luke Dashjr

I want to make public my concern about "NFTs" which are being sold utilizing my name. Recently, a picture of code I wrote was sold at auction for .41 BTC. It was advertised as my code in the listing and presented to the public for sale and profit. Let me be clear – I was not involved with the creation and sale of this or any other "NFTs". I have not consented to the use of my code or my name for this purpose. Instead, 3rd parties are marketing my name and my code for their own monetary gain. Worse yet – they are creating confusion in the marketplace to the extent that the auction “winner” contacted me and stated: “Think I won your auction? 😊”. Stop using my name to mislead the public so you can make a quick buck. It’s wrong.

The public should also be aware that the seller and/or auction site offered me a donation of 90% of the auction proceeds “should I choose to accept” it. I feel this is a clear attempt to: (1) bribe me into silence; and/or (2) obtain my consent after the fact. I will not accept such payment at the expense of the public who are being misled. I will not accept any such “donation”.

Due to the misrepresentation involved and actual buyer confusion, I strongly insist upon 100% of the auction proceeds to be refunded to the buyer.

I felt obligated to speak out, not just for myself, but for other Bitcoin devs who are being placed in similar situations. The amount of money we have been offered as “donations” for acquiescing to what is taking place is considerable. I do not condone it. I do not consent to the use of my name or code for this grift. I want the public to be aware of where I stand.

I want to do whatever I can do to limit the damage which will inevitably be caused by this confusing and misleading behavior.

This is exatcly what I expect of Bitcoin, Bitcoin devs and extended community. Utmost integrity. Respect!

Crypto + compliant in one post - everything you need to know about this dude.

I'm certain their quality is great. Been a shareholder myself for at least 3 yrs (exited 2022 after H1 earnings call), but great product unfortunately does nkt always translate into good stock. Will see if they can rekindle growth. As of now company is too expensive imo.

Madara Cosmetics trades at 21.5 EV/EBITDA. Closed 22':

revenue down (-3.5%)

profits down bigly (-60.5% operating)

Either buyers are not doing math or stock is running on hopes of return to growth & "competition" suddenly disappears.

Healthy balance sheet though. 0 debt, 6M cash

Haven't shared this before. Seems more useful now, to understand the elite, government links to Russia.

https://youtu.be/lBFz3e4JLO4

#Tbilisi #Georgia

Wonderful people, aspiring for freedom. Eventually some dumass comes and says "US overthrowing gov, expanding into Russian sphere"

It's the first time I see ML Chat interface that orchestrates data + external integrations. These are the applications of the future. Great job @Hubspot

https://youtu.be/fayBEXSKyoI

#ChatGPT

Never owned, or even valued $TSLA, but just observed I have been watching all their investor events for quite some time. Super clear communication, obvious progress and everything is driven by a simple mission.

Admirable really.

Uganda's roots: Geoffrey Oryema - Makambo (1990).

#GLMusicDiscovery

In 77' after murder of his father, Erinayo Wilson Oryema, cabinet minister in government of Idi Amin, he began his life in exile. At age of 24 smuggled out of country in the trunk of a car.

https://youtu.be/Huw8tu4Q-iI

If the vision is the same (open, permisionless, censorship resistant, user in control, etc), I believe multiple projects can arrive at the same place and be easily interoperable (think different LN implementations and common standarts)

Cut off might be a change in time, when two countries agree on borders and then suddenly one changes their mind.

Started "Morning Oldies" playlist last year. Has Boney M, ABBA. Here's Dire Straits.

https://youtu.be/h0ffIJ7ZO4U

But sometimes you wake up with a particular tune in mind, you know...

Shameless plug: each second weekend I explore different genres, geographies in #GLMusicDiscovery