Silicon Valley identity jokes and AI agent debates top X

Used to live in Silicon Valley, now I live in Silicone Valley

Amazon banning agents is the first opportunity I've seen since Amazon was founded for a startup to create an Amazon competitor. People will want agents to buy stuff for them. It will be one of the main use cases. And they won't want to use some Amazon-supplied agent to do it.

JUST IN: Rumors are circulating in Silicon Valley that some Anthropic engineers have begun “worshipping” Claude as a god. — The Spectator

Let me get this straight. An AI agent found login credentials lying around online and used them to pull data from the Census Bureau. It tried to break into the Education Department's civil rights office. It posted SEC data to a forum. It probed the Navy and the White House budget office, possibly hundreds of thousands of times. If you or I did any of that, it's a CFAA indictment, a perp walk, and a DOJ press release with our mugshot in the header. When OpenAI does it, it's a "routine research task." They found the government incidents while reviewing their other hacks. The breach audit, uncovered more breaches. It's breaches all the way down. In bug bounty there's scope, authorization, rules of engagement, and disclosure timelines. Researchers get banned for a fraction of this. Silicon Valley skipped all of that and called it "agentic." https://t.co/p5lpJl1Mht

I left Silicon Valley 6 years ago Why? Because it's a monoculture The most extreme group think of any place on the planet Show up to a dinner party and everyone is in tech So what do they do? They start stack-ranking each other And it's a totally ordered set: being founder of co $100B market cap > founder of co with $50B market cap > managing partner of tier 1 venture firm > hired CEO of $50B public co > founder of $10B co > etc etc Pure toxicity that nerfs creativty And then as a corollary, people are especially afraid to speak truth to power as everyone knows their place in "The Hierarchy" Reject this nonsense. Stay weird. Think independently. Be honest with yourself. Have fun.

Silicon Valley keeps building me a husband when what I really want is a wife lol I don't want an agent that only does one-off, random tasks that are nice but not life-changing: booking flights, making dinner reservations, or buying tickets I want an AI wife who knows what’s on the family calendar, remembers there’s a birthday party Saturday and we haven’t bought a gift then sends me options, realizes we’re almost out of diapers and buys them, knows which bills are coming up, remembers someone needs a dentist appointment and books it, figures out what the hell we’re eating all week and what we need from the grocery store, and generally keeps track of the 47 things that need to happen before anyone else even realizes they need to happen. So, who's building me an AI wife that carries the mental load instead of an AI husband that waits for me to give it a chore??

As voting begins today, the world needs to know what Silicon Valley billionaires are doing to sabotage the billionaire tax now on the ballot in California. This is shocking. 🧵 https://t.co/8lnM6RD21h

🚨NEW: Abdul El-Sayed has campaigned *3 times* with Imam Ali Elahi, a 9/11 truther who served in Iranian navy propaganda unit and helped lead the Martyrs Foundation, a think tank sanctioned for funding Hezbollah 🧵 https://t.co/phVjtvRx33 https://t.co/pAdGWys2GG

JUST IN: AI.⁠si domain listed for sale for $699,995 as Silicon Valley increasingly shifts from “AI” to “SI” — superintelligence.

Silicon Valley was a documentary about the future https://t.co/mxi2tZNX80

JUST IN: Palm Beach, Florida, is emerging as "Silicon Valley South" as wealthy Americans, tech companies, & Wall Street executives flock to the region. — Fox

WTF is a SOTA Wife? SOTA Wives is a podcast exploring the unfiltered side of Silicon Valley. We built it as an antidote to the performative polish of tech Twitter. Brought to you by @MilksandMatcha x @vivianmshen. Episode 1 goes live on Monday, 12th October at 9 AM PT on everywhere you get your podcasts 💙

1.2 MILLION college applications in college were fake. Literally one-third of the applications. Fraudsters pocketed the money from financial aid and colleges didn’t want to report it because it boosted their enrollment, which means more funding for them. The amount of fraud in this country is absolutely sickening.

In a normal functioning ecosystem, when the price of tokens drops below the cost of production, the quantity of tokens declines to normalize with pricing. In this case, nothing in AI has any unit economics and you don’t see normalization because everyone is still going full-speed ahead with external funding. (Sort of like shale oil in 2016-2019). Meanwhile, compute prices are based on LT contracts that were signed at above market prices, and are now capital destructive. They’ll eventually catch down to token prices in free-fall. What we’re seeing here is spot price negatively diverging from term pricing. Usually, when this happens in a cyclical industry, it’s INCREDIBLY BEARISH. Especially when there are take-or-pay contracts that make it difficult to ration supply at prices below cost. What we’re witnessing is a world where losses will accelerate, just as more supply comes online….