RandomRanger
Just build nuclear plants!
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User ID: 317
Largely (though Mythos approaches white collar wages in terms of dollars per hour at API rates). But it's not like all tokens go straight to code written. Tokens are more like measuring thought.
When I give Mythos/Fable instructions it first goes 'I'll explore the codebase' and so it searches for relevant things (those search commands are output tokens). Then it reads files which have the relevant data, more input tokens. Then it thinks for a while (that's output tokens). Then it makes its to do list. Then it reads some more, thinks some more. There are pages and pages of just reading and thinking before it goes 'i have a full picture'. Then it starts editing code!
Then it'll try and test if it actually works, often writing some test cases, so that's more code. Then it tells me everything it did in summary and adds stuff to its memory files.
So a lot of thought is happening even if it only adds a few pieces here and there for a new feature.
RandomRanger
Just build nuclear plants!
10hr ago
Why didn't they set a spend limit? Can't get tinier or more amateurish than my projects. I have a spend limit set up for precisely this situation, or if I get my API keys stolen. I'm pretty sure spend limits are on by default!
I guess there's just a huge gulf in discipline between businesses of similar sizes, the small companies I work with take pains to track all the dollars in their accounting.
Company Blew $500M On Claude AI In One Month Due To No Usage Limit On Licenses For Employees
How do you even do that, are we supposed to believe that some company with $500 million to spend didn't know how to use cost tracking? Cost tracking comes with the pleb-tier management tools I get!
And if they were trying to goose the valuation then why would they admit it was unintentional, it makes Anthropic sound expensive? (They are expensive). It sounds more like an anti-Anthropic story to me.
The story sounds greatly exaggerated or misleading IMO. Who is this mystery company too, what are the details on this? More likely some company just consciously spent a lot of money on Claude AI and then some reporter fluffed it up into a narrative we all hear instead of a boring article that goes nowhere.
Regarding energy, even though the US is a major producer and isn't as badly affected as other countries like Australia, Europe or poor countries, the world economy is global. Problems in Asia will spread to America. The US is busily exporting oil, including the strategic reserve releases, to take advantage of price gaps and stabilize markets. But this is a temporary fix. The price gaps will narrow. The invisible hand of the market will slowly but surely squeeze the US economy if this price pressure remains. Even if oil producers profit, much more of the US economy relies on truck transport, plastics, feedstock, jet fuel, lubricants and all the other chemicals which support industrial civilization.
Venezuelan oil is low quality and requires years of patient investment and capable administration to realize much net gains from. Crude oil production there is barely half of what it was in 2016 and shows no signs of making up for the current supply loss. Nobody is a bigger fan of nuclear than me but nuclear energy is not going to lower fuel prices in a matter of months.
https://www.ceicdata.com/en/indicator/venezuela/crude-oil-production
RandomRanger
Just build nuclear plants!
1d ago
If there's a crash, I predict it'll be due to energy prices and the war in Iran, not AI.
Anthropic is nearly profitable, or supposed to have been profitable in Q2. Some say that's phoney accounting and Anthropic says profits may not be maintained. But it seems that major investments are paying off. Furthermore, AI models are getting continually better as with Fable most recently. This trend will continue, bigger and better models working for longer need more compute to run them and so justify further intensifying investment. I guess that argument is forbidden by your post. But if it is The Singularity, if it is a New Paradigm then presumably that's good for stocks!
Anyway, energy is more important to the economy than AI right now. You can't just shut off a huge amount of oil and gas production without ramifications! The 1973 oil shock is a useful precedent. The market seems to have been expecting peace talks to advance more smoothly than they actually have been. Bombing has just resumed. Iran has announced they're re-closing the straits and possibly the other straits in the Red Sea too.
RandomRanger
Just build nuclear plants!
2d ago
I was also thinking about this with regard to 'how AGI could win the Iran war for the US'. A more obvious application is eliminating pilot loss by having the AI fly the planes. But maybe you could also get the ground crew to be replaced by random Arabs with headsets who're told what to do/supervised by the AI.
It doesn't seem very practical though. Surely the cost of supervising a person is higher than the cost of getting a robot to do things tirelessly, precisely, with full feedback and sensors. Homo sapiens main strength has always been intellectual, not physical!
RandomRanger
Just build nuclear plants!
3d ago
I don't believe in surrendering to sadness, but it's a sign of health to be distraught about a future where a small number of capital-owners live like kings while the rest of us are relegated to the saddest jobs in existence
There is still time to get on the train? I'm not the most well-off guy in the world. But I have my AI stocks, if 'capital' means anything in the future I should be fine. People are still talking about the AI bubble and such. Lots of people are investing in property or value stocks. The singularity is not priced in.
Alternately if we get a 'fuck the shareholders, liquidate everyone who doesn't have a killbot swarm' scenario then you and I won't need to worry about doing sad jobs.
But you said that Roy's scenario was a fantasy? Can Clavicular make arbitrary women have sex with him on demand? Probably not. Does he slay mad puss? Yes. Would he be capable of this if he hadn't looksmaxxed, famemaxxed? No.
SV startups often give equity that can be worth a lot of money, they are different from Walmart or McDonalds. The tingles are a real thing in both cases. People worked for Elon Musk very hard even when they could've been lazy and useless at Lockheed because he gave them the tingles.
RandomRanger
Just build nuclear plants!
6d ago
the GigaChad as imagined by male incels and female 50 Shades readers, who is so hot that he can make stranger women drop their panties with a wink
Clavicular might not be quite capable of doing this but Roy's standard is somewhat lower. For example, Clavicular was talking with some girl that wanted to be exclusive with him and he went 'lol no, I'm gonna fuck other women' and she instantly folds:
https://x.com/permabulla/status/2045527650098171927
That seems pretty analogous to what roy was saying?
Gigachads and gigastacies might be very rare but are not wholly imaginary.
Meta's LLM offerings have been pretty crap but they're still making lots of money off AI in extremely unsexy algorithmic improvements, using the offshoots of LLM tech, using all those GPUs.
So they have something to show for all they've spent. Ad revenue grew about 22% in 2025, in large part due to AI improvements. Though it's kind of diffuse and hard to assign revenue growth to a certain piece of tech when it's all backend, under the hood stuff.
AI is existential for software/ad companies like Facebook or Google, I don't think they have a choice here.
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