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chammy
@chammy
53
Finance, Life, Philosophy
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2024-12-22 17:41
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chammy
LeoFinance
5M
RE: LeoThread 2026-04-14 20-48
Generating useless tokens and giving half answers IS THE FEATURE (see the recent trend on hallucinations).
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chammy
LeoFinance
5M
RE: LeoThread 2026-04-11 23-37
Perhaps the biggest secret hiding in plain sight: when status is upgraded by the world, complexity should be downgraded
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chammy
LeoFinance
5M
RE: LeoThread 2026-04-11 23-37
The building stops… the business of managing self-inflicted complexity begins. Notably, top players like Buffett and Elon have kept lives extremely basic, almost monastic or nomadic, as success scaled
chammy
LeoFinance
5M
RE: LeoThread 2026-04-11 23-37
All that complexity comes at the expense of the most fleeting asset: time. Instead of building, attention shifts to minutiae and logistics. Conversations that were mostly with engineers become mostly with
chammy
LeoFinance
5M
RE: LeoThread 2026-04-11 23-37
When work starts rewarding success, it's easy to ratchet up complexity: homes, cars, travel, possessions, etc.
chammy
LeoFinance
5M
RE: LeoThread 2026-04-11 23-37
Exactly 💯 The outcome is that employees will seek higher direct compensation, and the impact will be visible in EBITDA and FCF Relying heavily on equity instead of cash pay tends to create pressure for
chammy
LeoFinance
5M
RE: LeoThread 2026-04-10 14-13
The investment needs for training are too high, and distillation too effective to warrant any other future An attempted oligopoly on intelligence would create ideal conditions for a bottoms-up uprising
chammy
LeoFinance
5M
RE: LeoThread 2026-04-10 14-13
It's only a matter of time before only the model creators have access to the most powerful models. The rest get access to smaller, distilled versions. Or access the models through first-party apps and
chammy
LeoFinance
5M
RE: LeoThread 2026-04-10 14-13
Many practical challenges remain—cluster homogeneity versus heterogeneity, orchestration, financing, and more—but early projects like Folding@home, Venice, and Tao signal possible pathways and show these
chammy
LeoFinance
5M
RE: LeoThread 2026-04-10 14-13
If Martin is correct, that effectively outlines a product spec for open-source, distributed compute where broad swaths of groups, individuals, and organizations contribute compute resources to training
chammy
LeoFinance
5M
RE: LeoThread 2026-04-10 14-13
This rationale underlies tooling adopted by many large, established enterprises
chammy
LeoFinance
5M
RE: LeoThread 2026-04-10 14-13
When expert and tribal knowledge are well documented, workflows can be rebuilt. This isn't about replacing humans; it enables faster growth and increases the need for people to exercise judgment.
chammy
LeoFinance
5M
RE: LeoThread 2026-04-10 14-13
Expert knowledge — vertical, domain-specific understanding of what to do Tribal knowledge — the fuzzy, poorly documented details that create performance variation among organizations doing similar work
chammy
LeoFinance
5M
RE: LeoThread 2026-04-10 14-13
AI is reducing companies to three core elements:
chammy
LeoFinance
5M
RE: LeoThread 2026-04-07 23-52
A major selling point of Software Factory is absorbing tribal knowledge and giving companies tools to capture, manage, and make that evolving knowledge available to all employees
chammy
LeoFinance
5M
RE: LeoThread 2026-04-07 23-52
Manufacturing runs on SOPs, manuals, and formal systems Knowledge work too often falls back on a single person Ask Steve, he knows how it works That's not a process — it's a single point of failure wearing
chammy
LeoFinance
5M
RE: LeoThread 2026-04-05 18-48
Is there a good way for multiple AI chat sessions to automatically sync their conversation histories into a structured knowledge base so that, as chats are updated and context is refined over time, the
chammy
LeoFinance
5M
RE: LeoThread 2026-04-05 18-48
Possibly a dumb question:
chammy
LeoFinance
5M
RE: LeoThread 2026-04-05 00-25
The industry's information asymmetry has been eliminated by AI Most funds will become algorithmic within 24 months Only firms that can actually build companies, not just write checks and make introductions,
chammy
LeoFinance
5M
RE: LeoThread 2026-04-05 00-25
• portfolio monitoring with real-time metrics • pattern matching across 10,000x more deals What is being paid for when an agent can analyze every startup in a sector in three minutes?
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