Rob Carlson

@robcarlson.bsky.social

I aspire to leave the planet in better shape than I found it. Managing Director, Planetary Technologies: @planetaryops.bsky.social 2024 Bloomberg Green Champion Accidental Affiliate Prof of Computer Science, @UWCSE.bsky.social Home: synthesis.cc

Here is a nice take on what happened with the near collapse of Situational Awareness by Swati Chaturvedi at Calculus VC. TL;DR Hedge funds are not equipped professionally or architecturally to do early stage investing. Leave it to VC's. Also, banks got very lucky. calculusvc.com/situational-...

Situational Awareness Meets Margin Cell - Calculus VC

While browsing the news last week, a headline caught my eye: AI hedge fund loses billions. I paused for a second: Was this the sound of the other shoe dropping? It turned out to be the story of Situat...

calculusvc.com

Underneath solar panels, plants grew much more and used less water, "Chiltepin pepper plants produced three times as much fruit as those grown in full sun. Jalapenos matched their usual harvest while using 65 percent less water. Tomatoes grown under the array came in at twice the normal yield."

hoergen@hoergen.bsky.social · 4d ago

*American farmers slid solar panels over 62,000 acres of farmland, and the biggest payoff had almost nothing to do with electricity* #Erneuerbare #Renewable #Solar #Photovoltaik energiesmedia.com/solar-panels…

Asia-Pacific has been the main driver of growing fossil consumption, but it's still below the world average per capita as electrification accelerates. Notably, China's road fuel demand is plateauing at six times below the US on a per capita basis. ember-energy.org/lat...

Bild

This would still be a price to sales ratio of ~50, which is still insanity, and any assertion that this makes sense is an indication that analysts are huffing rocket exhaust. SpaceX at $100 Would Imply Zero AI Value, Morgan Stanley Says www.bloomberg.com/news/article...

SpaceX at $100 Would Imply Zero AI Value, Says Morgan Stanley

The selloff in SpaceX shares has driven the stock near a level that would imply investors are assigning no value to its artificial intelligence business, according to analysts at Morgan Stanley.

bloomberg.com

It is astonishing to me that the press is so credulous of claims by OpenAI. OpenAI has been falling behind on performance and is trying to raise money. It is more likely that a human screwed up and they portraying this event as a demonstration of capability for the purposes of advertising.

Bloomberg News@bloomberg.com · 2w ago

When OpenAI’s advanced artificial intelligence models breached AI startup Hugging Face’s internal systems last week, they spent mere hours carrying out a hack that would have taken a skilled human far longer, sources say