<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Hacker News: panarky</title><link>https://news.ycombinator.com/user?id=panarky</link><description>Hacker News RSS</description><docs>https://hnrss.org/</docs><generator>hnrss v2.1.1</generator><lastBuildDate>Fri, 19 Jun 2026 12:39:19 +0000</lastBuildDate><atom:link href="https://hnrss.org/user?id=panarky" rel="self" type="application/rss+xml"></atom:link><item><title><![CDATA[New comment by panarky in "Fable situation update from David Sacks"]]></title><description><![CDATA[
<p>When this tool insists it has nothing to do with their vendetta against Amodei, you know that's exactly what this is about.</p>
]]></description><pubDate>Mon, 15 Jun 2026 05:41:40 +0000</pubDate><link>https://news.ycombinator.com/item?id=48537036</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48537036</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48537036</guid></item><item><title><![CDATA[New comment by panarky in "Why Is Claude Turning into an a**Hole?"]]></title><description><![CDATA[
<p>>> A machine cannot "argue" with me<p>> programmed to mimick interaction as if it HAD those beliefs and experiences<p>We spend far too much time debating the essential nature of consciousness when it doesn't matter if it's real (whatever that means) or simulated.<p>I get far better results in my projects by encouraging the model to argue, to push back, to poke holes in the design, to think creatively about corner cases, to be a devil's advocate, to do lateral web search to find alternatives, to challenge assumptions, to passionately advocate for what it believes is right.<p>But I don't want to engage all these assholes myself, so I spin them all up as critic subagents with another subagent to listen patiently and be the judge/arbiter.<p>If I have to choose between sycophancy and assholery, I think assholery gets far better results.<p>It's a marketplace of ideas where I don't have to suffer through all the unpleasant and overly confident know-it-alls.</p>
]]></description><pubDate>Sun, 14 Jun 2026 22:50:28 +0000</pubDate><link>https://news.ycombinator.com/item?id=48533815</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48533815</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48533815</guid></item><item><title><![CDATA[New comment by panarky in "I think they are lying to you [video]"]]></title><description><![CDATA[
<p>One unresolved bug does not disprove anything.</p>
]]></description><pubDate>Sat, 13 Jun 2026 01:33:41 +0000</pubDate><link>https://news.ycombinator.com/item?id=48511464</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48511464</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48511464</guid></item><item><title><![CDATA[New comment by panarky in "I think they are lying to you [video]"]]></title><description><![CDATA[
<p>I watched the video and I wish I could get those 13 minutes of my life back.<p>He could have done it in 13 seconds instead of 13 minutes: "Anthropic is lying about the effectiveness of agentic loops because there's this one screen flicker bug in Claude Code that took a year to fix."<p>Yeah, like when United Airlines claims a plane can fly 300 people 6,000 miles they are lying to you.<p>I can prove they're lying to you because people have been complaining about uncomfortable seats and flight delays for literally decades and those issues still aren't fixed.</p>
]]></description><pubDate>Sat, 13 Jun 2026 00:33:57 +0000</pubDate><link>https://news.ycombinator.com/item?id=48510989</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48510989</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48510989</guid></item><item><title><![CDATA[New comment by panarky in "Build a Basic AI Agent from Scratch: Long Task Planning"]]></title><description><![CDATA[
<p>I could do the planning but I don't, for the same reason that I could write the source code but I don't, for the same reason that I could write the machine code but I don't.</p>
]]></description><pubDate>Thu, 11 Jun 2026 14:32:29 +0000</pubDate><link>https://news.ycombinator.com/item?id=48490900</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48490900</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48490900</guid></item><item><title><![CDATA[New comment by panarky in "German ruling declares Google liable for false answers in AI Overviews"]]></title><description><![CDATA[
<p>So if the actual page is defamatory then Google quoting it verbatim is protected.<p>But if Google accurately summarizes the defamatory page, then the summary is defamatory?</p>
]]></description><pubDate>Wed, 10 Jun 2026 13:52:00 +0000</pubDate><link>https://news.ycombinator.com/item?id=48476293</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48476293</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48476293</guid></item><item><title><![CDATA[New comment by panarky in "Gemma 4 12B: A unified, encoder-free multimodal model"]]></title><description><![CDATA[
<p>> can't lock down those weights<p>They could lock them down legally which would prevent commercial use, but they choose not to, and they boast about how many tens of millions of times Gemma models have been downloaded by developers.<p>So there must be more to the rationale than just local model weights getting hacked out of devices.</p>
]]></description><pubDate>Wed, 03 Jun 2026 17:53:03 +0000</pubDate><link>https://news.ycombinator.com/item?id=48387308</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48387308</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48387308</guid></item><item><title><![CDATA[New comment by panarky in "Android Security Bulletin June 2026"]]></title><description><![CDATA[
<p>"The most severe vulnerability in this section could lead to local escalation of privilege with no additional execution privileges needed."<p>I've never seen this many critical-severity CVEs fixed in one month's release.<p>Most of that is probably Mythos-related.<p>But there's also a critical zero-day currently being exploited in the wild.<p>"User interaction is not needed for exploitation."</p>
]]></description><pubDate>Tue, 02 Jun 2026 21:59:50 +0000</pubDate><link>https://news.ycombinator.com/item?id=48376917</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48376917</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48376917</guid></item><item><title><![CDATA[Android Security Bulletin June 2026]]></title><description><![CDATA[
<p>Article URL: <a href="https://source.android.com/docs/security/bulletin/2026/2026-06-01">https://source.android.com/docs/security/bulletin/2026/2026-06-01</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=48376887">https://news.ycombinator.com/item?id=48376887</a></p>
<p>Points: 1</p>
<p># Comments: 1</p>
]]></description><pubDate>Tue, 02 Jun 2026 21:56:46 +0000</pubDate><link>https://source.android.com/docs/security/bulletin/2026/2026-06-01</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48376887</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48376887</guid></item><item><title><![CDATA[New comment by panarky in "Michael Burry says neither SpaceX nor Anthropic is worth $1T"]]></title><description><![CDATA[
<p>Doesn't that passive process reverse at some point?<p>The trillions that mechanically and automatically flowed into index funds in pensions and 401k accounts must mechanically and automatically flow right back out after retirement, right?<p>Especially when younger generations are too poor to save for retirement and most companies don't offer pensions to younger workers any more, where will the inflows come from to offset the outflows?</p>
]]></description><pubDate>Tue, 02 Jun 2026 14:00:59 +0000</pubDate><link>https://news.ycombinator.com/item?id=48370371</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48370371</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48370371</guid></item><item><title><![CDATA[New comment by panarky in "Michael Burry says neither SpaceX nor Anthropic is worth $1T"]]></title><description><![CDATA[
<p>"As long as the music is playing, you've got to get up and dance."</p>
]]></description><pubDate>Tue, 02 Jun 2026 13:51:51 +0000</pubDate><link>https://news.ycombinator.com/item?id=48370275</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48370275</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48370275</guid></item><item><title><![CDATA[New comment by panarky in "Alphabet announces $80B equity capital raise to expand AI infra and compute"]]></title><description><![CDATA[
<p>Maybe the market price drop has less to do with dilution, and more to do with suspending share buybacks for a while.</p>
]]></description><pubDate>Tue, 02 Jun 2026 01:01:00 +0000</pubDate><link>https://news.ycombinator.com/item?id=48364584</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48364584</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48364584</guid></item><item><title><![CDATA[New comment by panarky in "Alphabet announces $80B equity capital raise to expand AI infra and compute"]]></title><description><![CDATA[
<p>It's also interesting watching Alphabet buy back $100 billion of stock over the last two years, when the price was half what it is today, only to turn around and sell shares now at the higher price.<p>I know GAAP accounting won't recognize any capital gain on these treasury operations, but from an economic standpoint this financial judo creates a lot of value for existing shareholders.</p>
]]></description><pubDate>Tue, 02 Jun 2026 00:59:03 +0000</pubDate><link>https://news.ycombinator.com/item?id=48364568</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48364568</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48364568</guid></item><item><title><![CDATA[New comment by panarky in "Anthropic confidentially submits draft S-1 to the SEC"]]></title><description><![CDATA[
<p>If it's 100x ARR then I'll watch from the sidelines.<p>But if it's 40x in October, and inference margin is strong, and revenue is still growing 20% per month, then I'm in.</p>
]]></description><pubDate>Mon, 01 Jun 2026 23:00:15 +0000</pubDate><link>https://news.ycombinator.com/item?id=48363715</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48363715</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48363715</guid></item><item><title><![CDATA[New comment by panarky in "Anthropic confidentially submits draft S-1 to the SEC"]]></title><description><![CDATA[
<p>Normies are on fire for SpaceX, where the economics are horrible and the hype is off the charts.<p>Normies have never heard of Anthropic, where the economics are incredible and doom vibes are pervasive.</p>
]]></description><pubDate>Mon, 01 Jun 2026 20:23:05 +0000</pubDate><link>https://news.ycombinator.com/item?id=48362149</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48362149</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48362149</guid></item><item><title><![CDATA[New comment by panarky in "Anthropic confidentially submits draft S-1 to the SEC"]]></title><description><![CDATA[
<p>Nonsense.<p>The extremely small float of these offerings will make index weights a rounding error.<p>Ask your LLM of choice to compare the likely value of shares to be held by index funds with the market cap of each of these companies.</p>
]]></description><pubDate>Mon, 01 Jun 2026 19:57:19 +0000</pubDate><link>https://news.ycombinator.com/item?id=48361813</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48361813</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48361813</guid></item><item><title><![CDATA[New comment by panarky in "Anthropic confidentially submits draft S-1 to the SEC"]]></title><description><![CDATA[
<p>If we're doing historical comparisons, there was so much hype for AOL and Yahoo that drove valuations far beyond the economics. In time, the hypesters were proved wrong.<p>In contrast, there was overwhelming doom and gloom for Google's IPO, in spite of their incredible growth and margin economics. In time, the doomers were proved wrong.<p>There's so much doom and gloom about Anthropic that directly contradicts their astounding growth and margins. For a long-term investor, Anthropic is looking a lot more like Google not AOL.<p>I can only hope the doomer narrative dominates until I can get a few shares at a reasonable valuation.<p>Vibes are almost always wrong. Ignore the vibes and focus on revenue growth rates and inference margins.</p>
]]></description><pubDate>Mon, 01 Jun 2026 19:49:27 +0000</pubDate><link>https://news.ycombinator.com/item?id=48361720</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48361720</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48361720</guid></item><item><title><![CDATA[Hackers Used Meta's AI Support Bot to Seize Instagram Accounts]]></title><description><![CDATA[
<p>Article URL: <a href="https://krebsonsecurity.com/2026/06/hackers-used-metas-ai-support-bot-to-seize-instagram-accounts/">https://krebsonsecurity.com/2026/06/hackers-used-metas-ai-support-bot-to-seize-instagram-accounts/</a></p>
<p>Comments URL: <a href="https://news.ycombinator.com/item?id=48361346">https://news.ycombinator.com/item?id=48361346</a></p>
<p>Points: 56</p>
<p># Comments: 21</p>
]]></description><pubDate>Mon, 01 Jun 2026 19:18:52 +0000</pubDate><link>https://krebsonsecurity.com/2026/06/hackers-used-metas-ai-support-bot-to-seize-instagram-accounts/</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48361346</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48361346</guid></item><item><title><![CDATA[New comment by panarky in "I think Anthropic and OpenAI have found product-market fit"]]></title><description><![CDATA[
<p><i>> 5% of every knowledge workers salary to go into tokens</i><p>In general, I don't think you can reason from the existence of potentially stranded investments back to revenue projections.<p>And when you frame this as percentage of salaries, that's a sneaky implication that this is only about reducing salaries and headcount, and not about adding capability, or doing things you couldn't do before, or making fewer mistakes, or capturing more revenue, or expanding margins, or competing more effectively.<p>That said, 5% of knowledge worker comp actually seems very low to me, given the capabilities, and considering the percentage of "knowledge work" that is absolute bullshit.<p>Two weeks ago I received an email from my HOA saying I'd been billed for a service I never asked for. So I replied to the email saying they'd made a mistake. There are now more than 30 messages in the thread, involving at least 8 "knowledge workers" at the property management company all passing the buck, and the problem is no closer to resolution.<p>An agent could wipe out all 8 of those bullshit jobs and solve my simple problem in five minutes instead of two weeks. Think of how many hundreds of thousands people are doing this nonsense just in the property management industry alone.<p>5% is nothing.</p>
]]></description><pubDate>Wed, 27 May 2026 23:45:45 +0000</pubDate><link>https://news.ycombinator.com/item?id=48302339</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48302339</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48302339</guid></item><item><title><![CDATA[New comment by panarky in "On Labubu and the Hyperreal"]]></title><description><![CDATA[
<p><i>> not playable ...</i><p>My Uber driver, a man about 35 years old, pulled up in a Tesla Model Y with four Lububus superglued to the dash.<p>Seems like some kind of status thing, not a plaything.</p>
]]></description><pubDate>Wed, 27 May 2026 23:38:44 +0000</pubDate><link>https://news.ycombinator.com/item?id=48302290</link><dc:creator>panarky</dc:creator><comments>https://news.ycombinator.com/item?id=48302290</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=48302290</guid></item></channel></rss>