WEBVTT - Monologue: What's Going On At Anthropic?

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<v Speaker 1>Media. Hello on, Welcome to this week's Better Offline. I'm

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<v Speaker 1>your host ed ze Tron. So yes, you're getting two

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<v Speaker 1>monologues this week because we had a guest pull out

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<v Speaker 1>last minute, leaving me with just my keyboard, my microphone,

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<v Speaker 1>and a diet coke in one of those weird vacuum

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<v Speaker 1>sealed tubes that really only real diet coke freaks on.

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<v Speaker 1>And today I'm going to start with a few questions.

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<v Speaker 1>What's going on in Ananthropic What is Dario Amide up to?

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<v Speaker 1>Why do things keep breaking? Used to be the coders

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<v Speaker 1>could just launch claud and run a bunch of subagents

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<v Speaker 1>to look productive. Think you can rely on claud code.

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<v Speaker 1>Guess again, Dario Amede doesn't care about you, and he

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<v Speaker 1>certainly doesn't care about your family. Anyway, to set the scene,

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<v Speaker 1>I need to give you a few details about claud

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<v Speaker 1>Code in general, which you don't pay for clawed code itself.

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<v Speaker 1>There's not like a CLAWD code subscription. When you subscribe

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<v Speaker 1>to Anthropic service, you pay for a CLAWD subscription and

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<v Speaker 1>you either pay twenty bucks, one hundred bucks, or two

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<v Speaker 1>hundred bucks a month, with each tier having more access

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<v Speaker 1>than the last, and access meaning right limits so you

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<v Speaker 1>can use it more. Though if you're wondering what that

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<v Speaker 1>actually means, that's really by design, as all Anthropic tells

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<v Speaker 1>you is that you've got a five hour limit and

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<v Speaker 1>a weekly limit on them models, with a separate one

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<v Speaker 1>for clawed Opus, which is their more expensive, more complex one.

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<v Speaker 1>An important detail is that these subscriptions are also heavily subsidized.

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<v Speaker 1>When you pay Anthropic two hundred dollars a month, you're

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<v Speaker 1>not paying on a per token rate, which is what

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<v Speaker 1>AI starts have to do. They pay per million input

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<v Speaker 1>and output tokens. No no, no, you just do stuff

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<v Speaker 1>and stuff comes out, and you're able to do the

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<v Speaker 1>same things you would I have used in the API.

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<v Speaker 1>But you're burning tokens, and you can burn over two

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<v Speaker 1>and a half thousand dollars in model tokens on a

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<v Speaker 1>two hundred buck a month subscription, or at least you could,

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<v Speaker 1>and some users have been able to spend upwards of

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<v Speaker 1>five thousand dollars on the same subscription rate. Limits are

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<v Speaker 1>generally used to restrict people from burning as much, but

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<v Speaker 1>the problem has become that for Anthropic to approach anything

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<v Speaker 1>close to profitability would have to rate limit people into

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<v Speaker 1>the well into the depths of Hell at this point.

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<v Speaker 1>Moving on. In the middle of March, Anthropics started a

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<v Speaker 1>two week long promotional campaign where they doubled rate limits

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<v Speaker 1>for off peak hours of using Claude, set to end

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<v Speaker 1>on March twenty seven to twenty twenty six, a day

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<v Speaker 1>before it was said to end on March twenty six

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<v Speaker 1>to twenty twenty six, and Tropic would announce it was

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<v Speaker 1>starting peak hours with claud code users maxing out their

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<v Speaker 1>sessions faster than between the hours of five am and

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<v Speaker 1>eleven pm Pacific Manday to Friday, with a spokesperson limply

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<v Speaker 1>adding that efficiency wins aren't named, of course, would offset

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<v Speaker 1>this and only seven percent of users would hit the limits.

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<v Speaker 1>All of this was sold as a result of managing

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<v Speaker 1>the growing demand for Claude. Yes, spoiler alert, more than

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<v Speaker 1>seven percent of users appear to have hit the limits

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<v Speaker 1>and nobody seems to be feeling particularly efficient. Don't know

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<v Speaker 1>where those gains are one use of one hundred dollars

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<v Speaker 1>a month. Max Plan complained about hitting sixty one percent

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<v Speaker 1>of his session limit the five hour one after four prompts,

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<v Speaker 1>which he found out based using a tool called cc

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<v Speaker 1>Usage cost ten dollars and twenty six cents in tokens,

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<v Speaker 1>he still spent ten percent of his subscription and four prompts.

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<v Speaker 1>Another said that they hit sixty three percent of the

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<v Speaker 1>limit on their two hundred a month plan in the

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<v Speaker 1>space of a day, and another hit ninety five percent

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<v Speaker 1>off to twenty minutes of using their max plan, going

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<v Speaker 1>to get one hundred dollars a month on that one.

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<v Speaker 1>Another person hit their max limit off to two or

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<v Speaker 1>three things, don't know what they were, and another vow

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<v Speaker 1>to cancel they're two hundred dollar a month subscription after

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<v Speaker 1>hitting their weekly limit in the space of a day,

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<v Speaker 1>saying that they and I'm going off of a translation

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<v Speaker 1>from fucking Grock, so forgive me expected the premium experience

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<v Speaker 1>between hundred dollars and what they got was constant limit stress.

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<v Speaker 1>I've linked a lot of these in yesterday's free newsletter.

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<v Speaker 1>The SUBPRIMEI crisis is here. Really advise you read it,

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<v Speaker 1>but also you can see how many people are mad,

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<v Speaker 1>or just go on Twitter and search claud limits. It's

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<v Speaker 1>it's not great now. While well, Anthropic technical staff member

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<v Speaker 1>Lydia Halle posted that Anthropic was aware of people hitting

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<v Speaker 1>usage limits in claud code way faster than expected, and

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<v Speaker 1>that some investigation of some sort was taking place. It's

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<v Speaker 1>hard to imagine that Anthropic had no idea that these

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<v Speaker 1>limits were so severe, or that any of this was

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<v Speaker 1>a surprise. Now as I wrote this sentence that I'm

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<v Speaker 1>reading on Tuesday, March thirty first, it doesn't appear that

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<v Speaker 1>any changes have been made. People are still complaining about

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<v Speaker 1>hitting their limits in a few prompts, and Anthropic is

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<v Speaker 1>yet to update anyone. In my opinion, because these are

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<v Speaker 1>the rate limits they decided were necessary to keep the

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<v Speaker 1>business going and roll their nasty ass into IPO. A

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<v Speaker 1>few days previously, though, Anthropic could also accidentally, and I

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<v Speaker 1>put that in quotation, Marks leaked the existence of their

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<v Speaker 1>Cappy Boro and Mythos models to Fortune magazine, by which

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<v Speaker 1>I mean they had a data cash to quote Fortune

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<v Speaker 1>with over three thousand assets that was left open on

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<v Speaker 1>the internet and Fortune somehow found it. You know, Kanna

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<v Speaker 1>reminds me of like a skeezy bloke dropping a Magnum

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<v Speaker 1>condom out of his wallet in front of a woman

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<v Speaker 1>and being like, hey, yeah, you see that, or whoops, whoops.

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<v Speaker 1>In any case, this massive leak also included absolutely fucking

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<v Speaker 1>nothing about the models themselves, other than that they're a

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<v Speaker 1>step change better and that their cybersecurity features were so

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<v Speaker 1>very scary that they would have to roll them out slowly.

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<v Speaker 1>I'm I don't know, man, I no insult to the

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<v Speaker 1>people at Fortune. I just don't think they're on fucking

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<v Speaker 1>Showdan looking up aws buckets. So wonder how this got there? Now?

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<v Speaker 1>I will say, at first I was completely sure that

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<v Speaker 1>this was a deliberate leak, because three thousand assets left

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<v Speaker 1>open on the Internet and none of them have any

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<v Speaker 1>info on the model, but just scary things like ooh

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<v Speaker 1>with too much better. But now I'm not so sure,

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<v Speaker 1>because yesterday Anthropic accidentally leaked the entire source code of

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<v Speaker 1>its claud code coding interface. The leak was a result

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<v Speaker 1>of a reference in claud Code's MPM package, the thing

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<v Speaker 1>that you queried download clord code onto your computer via

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<v Speaker 1>the terminal that led right back to a ZIP archive

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<v Speaker 1>on Anthropic servers per the register that contained the source code.

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<v Speaker 1>I will add that there's an ongoing discussion about what

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<v Speaker 1>actually caused this problem with someone hacker news, hacker news,

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<v Speaker 1>how can use I'm just going to keep it saying

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<v Speaker 1>it might be a problem with bun, the packaging tool

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<v Speaker 1>used to allow people to download clawed code that Anthropic

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<v Speaker 1>acquired in December of last year. To be clear, this

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<v Speaker 1>isn't a leak of Anthropics models, but it's still an

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<v Speaker 1>unbelievably large leak, one that exposed claud code's innards to

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<v Speaker 1>the entire Internet and all of their competitors. And while

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<v Speaker 1>I imagine using the source code is illegal on some level,

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<v Speaker 1>I can't imagine there's any reason their competitors can't take

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<v Speaker 1>a look or that they're you think that they're all

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<v Speaker 1>sitting around being like, oh, I absolutely can't, I mustn't.

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<v Speaker 1>It's not okay, especially when this is a company that

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<v Speaker 1>fucked over just about anyone building anything that you build

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<v Speaker 1>on top of a claud code subscription, thinking about how

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<v Speaker 1>they treated open code. By the way, anyway, now is

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<v Speaker 1>a great time to remind you that claud code create

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<v Speaker 1>a Boris Churney said at the end of December that

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<v Speaker 1>one hundred percent of his contributions to clawd code were

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<v Speaker 1>written in claud code, and told Lenny Richitski in February

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<v Speaker 1>twenty twenty six the coding is now solved for most

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<v Speaker 1>use cases. I assume that the use cases that haven't

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<v Speaker 1>been solved include making sure that there isn't a direct

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<v Speaker 1>link from the claud code installer to a cloud Flare

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<v Speaker 1>storage bucket with its source code ready to download. That

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<v Speaker 1>one just doesn't seem like they got that one pinned down.

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<v Speaker 1>I've also had that. The same interview added that Cherney

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<v Speaker 1>hadn't written a single line of code since November twenty

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<v Speaker 1>twenty five, which is I mean, those of you playing

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<v Speaker 1>at home, I know many of you really enjoy my

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<v Speaker 1>game show is that good? And I just have to

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<v Speaker 1>ask you is that good? Anyway? I feel like I

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<v Speaker 1>very recently warned everybody about the very obvious dangers of

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<v Speaker 1>allowing lms to write all of your code. These models

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<v Speaker 1>do not have thoughts or knowledge, or really anything other

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<v Speaker 1>than probabilistic generations of outputs based on training data and

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<v Speaker 1>a lot of it, and they're quite complex. Nevertheless, this

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<v Speaker 1>means that any time you choose to just accept the

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<v Speaker 1>code they generate without reading it thoroughly, you're choosing to

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<v Speaker 1>trust thing inherently untrusted, whether it doesn't think or have knowledge.

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<v Speaker 1>This is just the beginning of us finding out the

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<v Speaker 1>ugly cost of software engineers trusting large language models to

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<v Speaker 1>write their code at scale. Llms are good at writing

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<v Speaker 1>lots of code, which in turn means that the code

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<v Speaker 1>requires far more time to review, which assumes you do

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<v Speaker 1>review it, which becomes far more difficult when you're constantly

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<v Speaker 1>pressured to ship more and more and more software every

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<v Speaker 1>fucking week. Or if you're Boris Journey and you believe

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<v Speaker 1>that shipping software fast is the same thing is shipping

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<v Speaker 1>good software. I'm now thinking about the launch of anthropics

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<v Speaker 1>claud cowork, a product that can allegedly manage files on

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<v Speaker 1>your computer or draft documents or some such Billshere nobody

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<v Speaker 1>seems to be able to explain it. At the time,

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<v Speaker 1>Boris Journey proudly boasted that clawed cowork was built in

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<v Speaker 1>around a week and a half, which makes perfect sense, says.

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<v Speaker 1>Almost immediately, a story came out of a guy who

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<v Speaker 1>tried to reorganize his wife's desktop files using cowork, which

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<v Speaker 1>is one of the literal things on the cowork website.

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<v Speaker 1>It tells you to do, only to watch it delete.

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<v Speaker 1>Every single one of his folk goes permanently. He was

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<v Speaker 1>only able to recover them thanks to a nicloud backup.

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<v Speaker 1>This is the future that these so called large language

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<v Speaker 1>model companies want for you. Bad software chipped quickly hyped

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<v Speaker 1>by a captured media, doesn't give a damn about whether

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<v Speaker 1>the services are the things you pay for or functional

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<v Speaker 1>or useful, and doesn't even bother using the tools or

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<v Speaker 1>understanding them. And nobody else appears to be discussing how

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<v Speaker 1>inherently deceptive these companies have. Become a subscriber to Claude

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<v Speaker 1>who paid for an annual subscription in December twenty twenty

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<v Speaker 1>five now as a product that has significantly less value

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<v Speaker 1>thanks to egregious rate limits. And that's also like if

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<v Speaker 1>you can even do your job anymore, I imagine people

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<v Speaker 1>in the twenty buck a month subscription are really fucking suffering.

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<v Speaker 1>And in general, anthropics models seem to go and look

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<v Speaker 1>at the Reddit if you want to understand more. They

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<v Speaker 1>seem to oscillate in utility and effixi based on the

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<v Speaker 1>time of day you use them and their proximity to

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<v Speaker 1>a new model launch. This is a really weird story

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<v Speaker 1>that I've never been able to get to the bottom of,

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<v Speaker 1>but there have been reports for like over a year

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<v Speaker 1>of different mode from Anthropic from OpenAI from whomever getting

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<v Speaker 1>dumber at random times. No one's able to get to

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<v Speaker 1>the bottom of it. I've heard people saying they quantize

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<v Speaker 1>the models make them smaller during the day. I don't

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<v Speaker 1>know if you have any information about this, shoot me

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<v Speaker 1>at shoot me a piss on clerk, or email me

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<v Speaker 1>a easy at better offline dot com. That's Echo Zeta

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<v Speaker 1>at better offline dot com. What we do know is

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<v Speaker 1>that claud Code, one of the few popular AI products,

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<v Speaker 1>is built with the same disregard for safety and customer

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<v Speaker 1>happiness as the rest of Anthropics, astonishingly shitty business that

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<v Speaker 1>burns billions of dollars with no end in sight. Chief

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<v Speaker 1>claud Code slopagandist Boris Cherney doesn't give enough of a

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<v Speaker 1>fuck about his customers to actually read his code, and

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<v Speaker 1>I imagine the same goes for a lot of other

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<v Speaker 1>engineers within the company a big tech at large. The

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<v Speaker 1>consequences are already obvious. In the last few months, A

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<v Speaker 1>coding tools brought down Aws twice and lost Amazon hundreds

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<v Speaker 1>of thousands of orders and led to a security breach

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<v Speaker 1>inside Meta mere weeks ago. And now how these tools

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<v Speaker 1>of leaked claud code source code. How much is enough

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<v Speaker 1>to make people wake up to the inherent dangers of

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<v Speaker 1>using these models the right software at scale. I guess

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<v Speaker 1>we're gonna find out. I'll see you on Friday for

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<v Speaker 1>another monologue.