2,640 karma · joined May 21, 2026
Looks like bicyclists are the clueless...bordering on criminal:
"AI “definitely is, in the short and medium run, a force that increases both natural rates and potentially price pressures,” Arellano said. But other shifting pieces of the U.S. economy appear to be significantly offsetting the effect of AI investment, for now. If accelerating AI investment were to outpace the residential slowdown—or if rates were to fall and residential investment rebound—spiking aggregate investment would mean strong demand and even more upward pressure on rates."
https://www.minneapolisfed.org/article/2026/how-is-ai-influe...
You are confusing an imprecise prognosis with a false diagnosis. And The funniest part is that "he keeps writing, therefore he was proven wrong" contains no actual proof that he is wrong.
Here are some real hard facts:
"Why Big Tech’s AI Spending Is $3 Trillion Higher Than It Seems" - https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-t...
"Geospatial monitoring, AI infrastructure buildout, and the emerging credit implications for private credit markets" - https://www.moodys.com/web/en/us/insights/credit-risk/privat...
"The Facebook Files" - https://www.wsj.com/articles/the-facebook-files-11631713039
First time I hear that...not really true.
"Understanding Why Language Models Hallucinate: Testing Reasoning Against Priors" - https://arxiv.org/abs/2607.00447
"Calibrated Language Models Must Hallucinate" - https://arxiv.org/abs/2311.14648
"TruthfulQA: Measuring How Models Mimic Human Falsehoods" - https://arxiv.org/abs/2109.07958
Galera Therapeutics, Actimmune, leronlimab, roxadustat, tivozanib, aducanumab, tebipenem are all examples of Phase 3 massive failures.
>> This is great news.
Looking forward to the stock market reacting with the same level of due diligence show here, when the actual science data is published...in a still not announced distant future... :-)
These are patients who had melanoma surgically removed, and IF the unpublished data of phase 3 turn out to be true... you are looking at having improved survival rates after 2 to 3 years on 5 to 10% plus of the patients. That is ALL this still unknown announcement MIGHT mean.
The lack of logic and risk management on this statement, is so strong, I hope humans are all quickly substituted by LLMs. Lets just do it and be done with it...
Time and again, the documents show, Facebook’s researchers have identified the platform’s ill effects. Time and again, despite congressional hearings, its own pledges and numerous media exposés, the company didn’t fix them. The documents offer perhaps the clearest picture thus far of how broadly Facebook’s problems are known inside the company, up to the chief executive himself..."
No this is insane news, the world is crazy and dumb. Must be all these LLMs. Stock up more than 150%, based on totally unpublished data and an X post...
- The flashy 49% figures are from the old 157 only patient Phase 2, not this Phase 3 trial. The phase 2 was open label, had only 50 controls, and its randomization was disrupted. Meaning 9 patients were reassigned and the final 37 were no longer randomized. Its primary RFS result was p=0.053 two-sided, with the 95% CI crossing 1. It also used an unusually permissive one-sided alpha of 0.10, and much of the later "confirmation" is just longer follow up of those same 157 patients...
- This phase 3 news so far is nothing more than a press release. They have not published hazard ratio, or confidence interval, their event counts or survival curves.
- They met the endpoint as used in the press release means nothing, until they publish the actual 3 data, so my money is at the end this will be a kind of marginal effect that researchers will struggle to reproduce for years
Another type of study that will take 2 to 3 years to validate or dismiss, in the meanwhile stock is up 150%....
- The initial 49% number comes from a very small phase 2 trial that had only 157 patients. And their original p-value was 0.053
- This phase 3 news so far is nothing more than a press release. They have not published hazard ratio, or confidence interval, their event counts or survival curves.
- They met the endppoint as used in the press release means nothing, until they publish the actual 3 data, so my money is at the end this will be a kind of marginal effect that researchers will struggle to reproduce for years
This is the type of study that will take 3 to 4 years to validate or dismiss, in the meanwhile stock is up 50%....
Actually, OpenRouter own terms...explicitly say they do not warrant providers data handling, retention, training, or security practices...and their Enterprise terms say... model providers are not OpenRouter subcontractors and that customers must assess those providers themselves... ;-)
- Your inputs are within the security boundary of your AWS account or AWS accounts
Can OpenRouter say the same? - NO
- Your inputs are not shared with models creators Can OpenRouter say the same? - NO
- Your inputs are not used to train the next model Can OpenRouter say the same? - NO
- Within certain limits and certain models: "50.10.1. Subject to the limitations in this Section 50.10, AWS will defend you and your employees, officers, and directors against any third-party claim alleging that the Generative AI Output generated by an Indemnified Generative AI Service infringes or misappropriates that third party’s intellectual property rights, and will pay the amount of any adverse final judgment or settlement."
Can OpenRouter say the same? - NO