Geoffrey Hinton's use of 'confabulation' over 'hallucination' for AI errors draws a direct parallel to how humans unconsciously fill gaps in fragmented memory to produce a coherent story.

A full Fed balance-sheet unwind would steepen the yield curve another 100 basis points, pushing long-end yields to 5.5 to 6%.

Synthetic document fine-tuning (SDF) can embed a false belief about a reward function into a model's parameters, causing a measurable behavior change in downstream coding environments.

AI in agentic systems is being adopted as a replacement for human headcount rather than a productivity supplement.

In the Inland Empire industrial market, the number of bidders competing for a single vacancy fell from roughly 20 to approximately 2 over a 90-day window, a leading demand signal not yet reflected in rent data.

Tom Verrilli on Whatnot's extreme PM hiring bar.

Michael Shermer coined the term 'past interference syndrome' to describe how people judge events based on team loyalty rather than objective facts.

Hex Threads. Whatnot uses it internally for AI-assisted data analysis. Verrilli says a single contributor can now complete in one thread what would have taken an Amazon L7 one to two weeks.

“The notion that AI is so dangerous that the only safe path is an extreme concentration of power seems dangerous.”

“Look for something where the model succeeds 0% or 1% of the time not 20%.”

“It's never taken us more than a few hours to jailbreak a openweight model.”

“I've reduced my exposure to the technology sector. The index weight is 37%. I'm at 25.”

“Open Weights eliminates software licensing costs. They do not eliminate physics.”

“You get to keep your harness separate from the model. That means any model at any given time is swappable.”