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Matt Rkiouak
Matt Rkiouak
@rkiouak.com
Central Vermont & State news? data journalism?: middlesexgazette.org Business site: hungermountaini.com
414 followers264 following2.7K posts
This is a good series of main takeaways. Don't believe the people saying Anthropic has a home run business based on this S-1. It's still very much a speculative bet. Their profit on inference is going to get compressed barring a miracle new invention unlike anything we've seen in the space.
Anthropic filed their S-1, a required document for IPO * $80B on-paper loss in H1 ‘26 * 900% revenue retention * $430B in non-cancelable compute commitments * $1.62B operating income www.anthropic.com/news/s1-sec
cohere.com/blog/concern... I think it's really easy to make an argument that any Chinese trained set of weights is a supply chain risk.
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This story (about the town where the Spurs reached out to flood victims last year) is incredible. Every other paragraph is jaw-droppingly screenshottable. Then there's this graphic, which becomes all the more stunning when you realize that it's essentially the work of one guy.
NEW: Ingram, Texas, was just rebuilding from a devastating flood when its tiny police department enrolled in ICE’s 287(g) deportation program. Within a year, cops would hand over the equivalent of 10% of the town. with @nytimes.com
I have not once joined a company that did not code with embarrassing, no reason for being so insecure, code. Code is thought, no one has perfect thoughts, especially on a timeline. Just like everything else in life, automation provides consistency that is an improvement on rote human action.
I once inherited a python system that handled about $100m in ARR. It was a single Django class that was 25k lines long and had zero tests or docs that always called out to MySQL and postgres via fork+exec rather than actually using those client libraries
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I think this is an excellent description of what's going on. There are real issues with how these models were originally created and that's a separate conversation. We are where we are now and people do not want to be disrupted. Moral people will push people to be competitive.
"A tech that lets a Zimbabwean teenager compete with a 40 something American suburbanite knowledge worker is going to test a lot of people's progressivism."
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"A tech that lets a Zimbabwean teenager compete with a 40 something American suburbanite knowledge worker is going to test a lot of people's progressivism."
I don't think it's a coincidence that the further down the privilege ladder you go from American middle class the attitude towards AI improves. A tech that lets a Zimbabwean teenager compete with a 40 something American suburbanite knowledge worker is going to test a lot of people's progressivism.
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I think this is right. There's also a lot of creative destruction that needs to run it's course to re-center good work. Big Tech and conglomerates can probably get away with continuing weird scale math games on shareholder money, but any work without a capital moat is different now.
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"Honestly, if we end up with two hundred and twenty-five seats on the White Council, I would be disappointed. I would rather Sauron keep control of Middle-earth by five seats than have the Fellowship win by five, because then we’d be hostage to the Ents." buff.ly/9WluK1y
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YOU HAD HIS EMAILS AS A GEORGE BUSH LAWYER WHERE HE SAID OF ROE THAT THE "COURT CAN ALWAYS OVERRULE ITS PRECEDENT, AND THREE CURRENT JUSTICES ON THE COURT WOULD DO SO."
Susan Collins on Kavanaugh: "I'm very disappointed in his his vote to overturn Roe v. Wade. There was no way for me to anticipate that."
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if Zohran Mamdani used the word "Shylock" the ADL would have called in a nuclear strike on New York City by now
The ADL finally chimes in… with one very short post: "The term 'Shylock' is rooted in a longstanding antisemitic stereotype. Regardless of intent, its use can reinforce harmful tropes about Jews and normalize language that has long been used to target the Jewish community."
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It'd probably be more efficient if the government just nationalized the company and took it over directly.
Elon Musk has said he will give every child in America a stake in SpaceX, his $2 trillion aerospace and artificial intelligence company, as tech firms face intensifying scrutiny over their impact on society. https://cnn.it/4yWTjTJ
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Kept hearing from Flock prostesters that they didn't understand how cameras went up with their tax dollars and without their knowledge. I read dozens of contracts and found 55 times the company testified their product is unique (despite the other ALPR cameras on the market) to avoid bidding process.
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one wonders how they arrived at that “it’s ok to kill or injure 49 people, but 50 is right out” figure.
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(THR) - TikTok has banned the entire Musk film account, citing political content that violates its policies. .. raises concerns about Big Tech suppression that the very film seeks to expose.” @thr.com www.hollywoodreporter.com/news/politic...
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Ex-boss filed a $12 theft charge against an ex-employee because she got a restraining order in response to his creepy behavior. Charge was never prosecuted, but it gave ICE an excuse to arrest and detain her. Congratulations to the 58 Democrats who voted for the Laken Riley Act. You own this.
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This can only mean we need to give more dudes more opportunities to publicly talk about AI www.wired.com/story/men-ca...
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Excerpts from Michael Lewis on DOGE (Guardian article). 1. Gavin Kliger, white nationalist, refused to shake hands with the Black IRS staffer who briefed him on privacy issues. Or pay attention. Kliger now has a defense start-up valued at 1.4B thanks to DOGE. www.theguardian.com/us-news/2026...
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Every single Democratic (and Republican) politician should be calling for the immediate nationalization of SpaceX: malcontentnews.substack.com/p/starlink-r...
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Matt Rkiouak reposted
“.. In Maine, the cost to fill a standard heating-oil tank as of Wednesday was $1,650, up roughly 80 percent from a year earlier ..” @nytimes.com #MEsen www.nytimes.com/2026/10/08/u...
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AHHHHHHH THE ONLY REASON HE EVEN STAYS TO DIE AT TROY IN THE ILIAD IS TO AVENGE PATROCLUS. IT'S A POEM ABOUT HIS RAGE. THE OPENING LINES ARE PRETTY CLEAR WHY CAN'T A SINGLE DEFENDER OF WESTERN CIVILIZATION READ A SINGLE THING FROM THE WESTERN CANON AHHHHHHHHHHHHHHHHHHHH
I read Rubio’s speech where he does a Prager U recap of Ancient Greek history, and the funniest part is where he praises Achilles for seeking glory in Troy even though it means his death. Yeah, Marco, the Iliad is great. What’s Achilles up to in the sequel?
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"Oscar-winner Alex Gibney’s 4-hour documentary about Elon Musk may be the most important film of the year." www.rogerebert.com/reviews/elon...
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