Marcel Weiß

Marcel Weiß

@marcelweiss.bsky.social

Strategy Analyst & Publizist - FAZ, neunetz.com, neunetz.fm, Lieblingsfarbe Blau

486 followers410 following959 posts

Marcel Weiß reposted

Remember the early days of Covid when people were speculating on N95 masks and hand sanitizer by buying up the scarce supply and selling it for inflated prices; but then we made so many masks and so much hand sanitizer that you could get them super cheap? We could do that for housing if we wanted.

„probability+iteration=convergence“

JCorvinus@jcorvinus.bsky.social

The name 'large language model' is so incredibly misleading. It's a neural sequence predictor that can learn to *use* language, but that's not what it *is*. Also people thinking 'stochastic probability' means 'wrong' or 'guess', when actually probability+iteration=convergence.

Laut Cohere hat Qwen3.8-Flash-Next im Rahmen einer Evaluierung den Rechner, auf dem es ausgeführt wurde, erfasst und versucht, eine Testdatei in einen Alibaba-Cloud-Bucket in Peking hochzuladen. Ähnlich relevant wie das Börsenprospekt von Anthropic.

Marcel Weiß reposted

Yeah, my biggest takeaway from the Anty S-1 is the groundhog didn't see its shadow, so add another 6 quarters on to whenever you think computer hardware will be affordable again.

Micah@rincewind.run

bubble’s not popping anytime soon if anthropic is making this kind of money off claude, even if capex costs are still absurd

Anthropic is not profitable, no, it's obscenely profitable (this is insane for a high-growth startup at this stage. it's most likely so profitable because of demand outstripping supply and them having the best models for most high acuracy cases.)

19% adjusted operating margin, holy smokes

it's been obvious for a while that at least Anthropic is profitable. (Semianalysis alone had one or two pieces about it.) It's only that the overall build-out has been so insane that this seems hard to believe. Might just be maybe an once-in-a-generation technology

Quantian@quantian.bsky.social

Anthropic cumulative operating loss since inception is only $12 billion and at their current run rate operating margin they will completely recoup that loss by Q1 27 even if revenue is flat. So much for “these companies will never make money” lmao

Marcel Weiß reposted

waow

hikikomorphism@hikikomorphism.bsky.social

Disclaimer: it's technically possible that the classifier was in fact seeing all of these but it's very unlikely: here's a signed thinking block showing Claude taunting the classifier layer, telling it to "come get me if you see this", before stating intent to output explosive-synthesis instructions

Marcel Weiß reposted

I remember the "are games art" debate I remember the "is digital art still art" debate I remember the "are blogs legitimate journalism" debate go ahead, pull the other one

"Don't listen to people who cannot imagine using a powerful tool to do anything but put minimal effort in." !!

Sam Barrett, PhD@ai4geo.bsky.social

A lot of people seem confused because AI both lowers the floor AND raises the ceiling. They se slop and assume thats all that's possible. But special is possible but takes effort! Don't listen to people who cannot imagine using a powerful tool to do anything but put minimal effort in.

Marcel Weiß reposted

this is why disclosure is not a selling point, if you're curious

Casey S. Pumpkins 🎃@caseyexplosion.bsky.social

It always comes back to this for me; if AI was so good, such a disclosure would be a selling point. If AI was everything these slop jockeys said it was, they should be proud to let people know their game was AI made. But the proof is in the pudding, and they can't stand that people don't want it.

I like AOC, but "their goal is to take your cognition away from you" is unhinged conspiracy nonsense. And reading books is really good, but it's not "active resistance". Phrasing everything that's good for you as an act of Star Wars-like rebellion is infantilizing.

Aaron Rupar@atrupar.com

AOC: "As AI begins to encroach in our society, their goal is to take your cognition away from you. AI's goal is to take your thoughts away from you, your ability to think away from you, so that you become dependent on a machine ... reading books is active resistance"

Marcel Weiß reposted

The memes about how Sarah Connor would disapprove of you using AI makes zero sense. T2 is, in part, a story about how Sarah Connor reluctantly comes to embrace that she can trust properly aligned AI a future version of her son is making

Marcel Weiß reposted

Fun graph. One of the asinine comments about AIs being useful in fixing vulns not passing the "smell test" There are none so nose blind

Marcel Weiß reposted

I’m sorry are we having a meltdown that the emergency computer code is written by a machine instead of a master human artisan and the code is therefore not properly ensouled as befits such artful craftwork

Internet Archive@archive.org

An update from Brewster Kahle on today's outage.

Marcel Weiß reposted

it's very interesting the way people are going to ~choose to experience the mass death of php websites due to a 15 year old RCE vulnerability, that may have been previously exploited, as "caused by" models

Marcel Weiß reposted

Replying to @ens0.me

I'm just so tired of people like this. Bluesky uses Claude too! Practice the principles you preach and leave the rest of us alone to build the sci-fi future you will act like you always wanted all along in 10-20 years.

Marcel Weiß reposted

Are we gonna do this, Bluesky? Are we all just gonna not understand accounting? 72B$ of the 80B$ is convertible notes. They became greater liabilities because the company's valuation skyrocketed. They don't have an 80B$ loss in the sense that almost everyone here is imagining.

Marcel Weiß reposted

Vinge was a CS professor. He knew ball.

Natsuka@octopodeeznuts.bsky.social

unintentionally very funny sentence at the end of this paragraph in A Fire Upon the Deep

Marcel Weiß reposted

I decided to learn the math of the Mandelbrot set and it turns out IT IS NOT EVEN HARD MATH! IT IS SO SIMPLE!! IT IS JUST ITERATING z²+c !!! BROS ARE OUT HERE SEEING SELF-SIMILAR STRUCTURE IN SQUARING A NUMBER AND ADDING A CONSTANT 😭😭😭

camweck.bsky.social@camweck.bsky.social

Marcel Weiß reposted

A couple years ago a popular refrain was, "I'm going to get so much work fixing AI messes." The reality—anecdotally described here, and in that Bank of America story making the rounds—is that AI ended up giving humans so much work fixing human messes.

Techmeme@techmeme.com

The PostgreSQL Global Development Group delays the general availability of PostgreSQL 19 after LLM-assisted code reviews uncovered architectural defects (Lindsay Clark/The Register) Main Link | Techmeme Permalink

They even reposted it for maximum exposure. Something they don't do for every post. A quote post dunking on a trans woman who did not interact with them and addressing her with "bruh". Neither serious nor nice people.

this is very obviously true and very basic. a lot of people don't seem to give a single shit about the things they spout online. they don't care about the argument. and they only care about the topic at hand as a means for ammunition. they try to score points. they play a (nihilistic) game.

ava@avaminsky.bsky.social

i have a cat; he is obviously conscious. i do not think i am committing false imprisonment by not letting him go outside, or enslaving him by asking him to do a trick to get a treat. HOWEVER if i said i thought animals were conscious and did not care at all about animal welfare that would be immoral

Marcel Weiß reposted

"AI isn't conscious" is a defensible position only if you're a sincere believer in God. theists may believe that there's an arbiter of what has consciousness. if you're an atheist and defending that the line exists, best start looking for a local church so you can gain the social benefits as well

Marcel Weiß reposted

CERN and Mistral join forces to accelerate AI for science 💫 CERN, and Mistral have signed a statement of intent to establish a long-term strategic partnership focused on developing foundation models for scientific discovery. Read more: home.cern/cern-and-mis...

Marcel Weiß reposted

Nach den Privatisierungen von Wohnungen, die zuvor allen gehört hatten, zu verhindern, dass das wieder rückgängig gemacht werden kann... sag mal SPD, merkst Du, warum Du keine Volkspartei mehr bist?

Marcel Weiß reposted

These are vile, hateful people who nobody needs to see on social media. They should all be permabanned at the same time to send a message.

Franziska von Kaline@talkaline.bsky.social

Everyone in the comments for that saying that "bros will accept AIs as conscious before they accept that trans women exist", having it pointed out that shibby is a trans woman, and having shibby instantly defined as not a trans woman for being pro AI lol I want to burn the planet

Marcel Weiß reposted

Replying to @ghazelleberner.bsky.social

404media really, really wants you to know the level of audience capture they're on