Andrew Lilley Brinker

Yeah, agreed

3 months after Polygon sold to Valnet, the articles are mostly clickbait and the mobile site is now plastered with ads. It’s awful.

www.scattered-thoughts.net/writing/how-...

No, and Zig is not memory safe

Yeah, my critique of Ed is not an endorsement of Altman

I did give other reasons I consider him disqualified, but as I said, I'm not going to spend time digging up more evidence to convince you

Best described as "Dire Straits to relax / study to"

Achievement unlocked: found an office with *good* call holding music

It's a lot of work to sit down and do a detailed critique like that, and I certainly won't be doing it. I do not consider Ed a credible analyst because of his lack of understanding of the things he's critiquing, his incentives around outrage bait, and his history of directing harassment at critics.

Great read if you want to understand a primitive that will be making its way into more protocols as things move to post-quantum cryptography!

Lol it's a YC company that says they're building "high performance enterprise systems integration" with Python and Postgres.

They also mock work life balance in the listing

Here's a recent thing where he didn't understand how P/E ratios work, and that failure undermined the point he was making.

bsky.app/profile/moll...

It's not that everything he says is wrong, but his lack of understanding of his targets of critique, his incentives around outrage bait, and his history of harassing critics are all disqualifying.

Also, contempt culture is bad and we must reject it

I am immediately suspicious of someone who puts Rust's name in all caps

At this level of literacy, you can maybe still get by basically guessing at words (where you may stumble upon similar sounding words you know which are close enough in meaning), but you're not really understanding what you're reading and it won't sound coherent when you read it.

Remembering this paper showing 58% of university students studied were "problematic readers" who 1) did not understand many of the words they read, and 2) lacked the ability to figure it out or interpret sentences as a whole, or to connect ideas across sentences.

muse.jhu.edu/pub/1/articl...

Pretty wild for someone to suggest other countries are all going through similarly bad upheavals

The book "Chip War" makes this point clear: military funding has long had a substantial role in Silicon Valley.

Even further, the invention of the integrated circuit was in part motivated by the DoD's demand for a more reliable alternative to vacuum tubes on B29 bombers

IMO we (western culture) pay too much attention to people's intent and too little to their actions; Ed's actions (frequent factual errors, outrage bait writing, history of directing harassment online) condemn him.

Sure, individuals can believe things that are against their financial incentive to believe. I still put far more stock in assessing people's incentives than in divining what's in their hearts.

Here’s an Actual Nightmare: Naomi Wolf Learning On-Air That Her Book Is Wrong Somewhere in the pantheon of anxiety dreams near “showing up to work naked” is “learning on-air that your book is totally wrong.”

I don't trust someone as an analyst of this stuff when they'll make loud wrong proclamations like that. Reminds me of when Naomi Wolf found out on air that her book "Outrages" made a serious factual error, severely misinterpreting historic data. nymag.com/intelligence...

Yeah, this one was bad. I'm also hugely skeptical of his claims in that thread that AI company valuations have no comparables in the history of tech finance, which is... not true, as was immediately pointed out.

Scrambled eggs with cottage cheese mixed in are also solid. I do frittatas with eggs, cheddar, cottage cheese, and ground turkey every week as a prepped breakfast

I also just don't trust someone whose business is outrage bait

Eh, I'd rather not take my chances given I've seen him direct dogpiles and he has a large fanbase that will do it if directed

Aside: I don't normally do the "asterisk to semi-redact names" thing, but I know Ed name-searches and has a history of directing harassment against his critics on here.

IMO this reactionary impulse and illiteracy around LLM systems is part of why E* Z*tr*n has such a big audience.

He regularly makes serious errors about the LLM systems he discusses, the businesses he covers, and even basics of company finance, but his audience doesn't notice or care.

Especially awful with the article's stories of employees who were encouraged to buy stock, and then also encouraged not to sell, and who will now get nothing.