Simons Chase
@slchase
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Ideas, not investment advice. https://t.co/ZHl8U4IEvG https://t.co/a7XGHPegal
Miami
Joined January 2011
While the political clown show escalates, the real issues are ignored.....
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This is all true and well-analyzed by Simons. But we need to move even more upstream: WHY can this happen? Because cohesion is deteriorating. In a diverse society, no one identifies with it. There is no sense of community - which unlocks the possibility of a few to raid
@JOBhakdi this mechanism explains many of America's deteriorating social metrics—falling life expectancy, rising inequality, declining mobility—because it systematically strips value from intangible assets (health, education, housing security) to enrich a narrow group of corporate and
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I published a new preprint: Thirst doesn't encode "drink water" — it narrows your behavioral distribution toward water-seeking, like a system prompt constraining LLM output. Framework maps biological homeostasis → LLM inference architecture. Equilibrium = high temperature.
researchgate.net
PDF | This paper proposes a mapping between biological homeostatic regulation and the inference architecture of large language models (LLMs).... | Find, read and cite all the research you need on...
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Thirst doesn't tell you to drink water. It doesn't encode the action. What it does: shifts the probability distribution over your next behavior. Narrows your options toward water-seeking without specifying it. This is how LLM prompts work. @mjdramstead
synthetic.com
A new framework for understanding biological motivation through the architecture of large language models When you ask ChatGPT a question, you're not just sending words. You're sending words in a...
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Thirst doesn't tell you to drink water. It doesn't encode the action. What it does: shifts the probability distribution over your next behavior. Narrows your options toward water-seeking without specifying it. This is how LLM prompts work.@maxikimax
synthetic.com
A new framework for understanding biological motivation through the architecture of large language models When you ask ChatGPT a question, you're not just sending words. You're sending words in a...
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Rithm's Returns Exceed Mortgage REIT Peers $RITM's 5 &10-year total returns exceed mortgage REIT peers, driven by an early foray into mortgage-servicing rights and higher-yielding residential-credit assets. Its recent focus on incubating mortgage-
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Private equity taking over a part of a public university in Utah isn’t the aberration. It’s the business model finally admitting what it is.
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There are more private equity firms than McDonald's franchises. Don't think for a minute monetary policy is too tight.
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There are two entanglements Americans should avoid at all costs: a land war in Asia and Miami Beach Art Basel traffic
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$RITM completed close of Crestline Management today. $RITM now has $102bln in investable assets ( $47bln on balance sheet and $55bln AUM ) as they grow in size , one would think their relative cheapness to other asset management firms grows more obvious
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@naval 100%. However, capitalism hasn't existed since 1971. It cannot exist with fiat currency, where market distortions from money printing, cronyism and bailouts prevent true price discovery.
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Gemini 3 is hallucinating a lot more than 2.5 for me - at least for my use cases, it seems like a big step back despite widespread praise. (FWIW, GPT-5 was widely criticized but I personally found it a big upgrade.)
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getting zero notice on Friday was S&P revising $RITM outlook to Positive and affirming its B rating
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AGI/super-intelligence will blur the line between hallucination and creative problem solving. AlphaGo highlighted this in a single game. But imagine this applied to a complex sparse data set like private markets or impactful tech. Will this lead us to trust our judgement more?
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The claim that children on trendy vegan diets may be shorter and have weaker bones stems from scientific evidence showing that such diets can lack critical nutrients essential for growth if not carefully planned. A 2023 study published in the *Archives of Disease in Childhood*
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Take a moment to recognize the position we’re in as Bitcoin holders. Bitcoin was born from a community, and its engineered scarcity is enforced by that same community. There’s a strange kind of reflexivity at work: the more visible the social breakdown and institutional rot
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American companies are building AI infrastructure on a scale never seen before. OpenAI alone has arranged over a trillion dollars in spending through initiatives like the Stargate project and deals with Oracle. Total AI infrastructure spending globally now exceeds two trillion
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Focused social consensus created and strengthens Bitcoin; general social discord undermines fiat confidence.
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Social consensus is to Bitcoin what social discord is to money.
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