[1] https://www.noahpinion.blog/p/wheres-the-intelligence-explos...
1,643 karma · joined August 28, 2025
[1] https://www.noahpinion.blog/p/wheres-the-intelligence-explos...
literally going to change everything
Ember isn't picked yet. In planning, Opus 5.5 wins under the planning weights. In code, GPT-6 Sol dominates it: also 10/10, but with a higher quality score and a lower estimated cost. Ember has no intelligence index, so its starting score is only 0.73, which holds its 10/10 down to 0.954 against Sol's 0.975.
[1] https://philippdubach.com/posts/jev-model-router-for-pi/
[1] https://philippdubach.com/posts/jev-model-router-for-pi/
Chelsea not having a front of shirt sponsor is completely unrelated. Their last sponsor was Three (the phone company) ant that was 2023 or so
> Searches each data broker site for your name + state
Is this US only or would it also work for international profiles (and if so what would be the "state" equivalent)?
UMA is one transparency layer.
The bigger one is the public WebSocket feed itself, which broadcasts post-match book state but hides taker identity. So trade direction inferred from the feed only hits 59% sign agreement vs on-chain ground truth.. that breaks six standard microstructure measures (effective spread, Kyle's lambda, Amihud, etc.) on most top-100 markets.
I believe any Polymarket research that depends on direction should to source it from on-chain OrderFilled events, not the feed.
Form my research (1) Four widely cited 2025 enterprise AI revenue figures span 40x ($37B Menlo, $1.478T Gartner). The audit-grade floor you could defend on a 10-Q against $690B of 2026 hyperscaler capex is just $63.2B, or 9.2% coverage. Telecom 1999 peaked at 28%. Even after netting only AI-incremental capex you only get to 12-15%, which is still below the closest analogue we have.
(1) https://philippdubach.com/posts/ai-capex-arms-race-who-blink...
(2) https://philippdubach.com/posts/reconciling-enterprise-ai-re...
(1) https://philippdubach.com/posts/rss-swipr-find-blogs-like-yo...
"We are too dangerous to commoditize" pitches better than "we are mostly typical of the internet's median answer", those are kind of the same statement.