Davidzmorris

@davidzmorris

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The results make clear there is still no "reasoning" going on at all: for instance, Apple found that LRMs can't reliably solve the "Tower of Hanoi" puzzle, which is trivially solvable by a tailored algorithm. In fact, LRMs couldn't even reliably solve Hanoi when given the solution. Read more, including insights from the researchers via Gary Marcus: https://davidzmorris.substack.com/p/apples-llm-debunking-has-the-agi

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Apple has released a new research paper showing that LLMs can't reason. It's a major blow to the worldview of many AI boosters.Large Language Models, trained on large amounts of existing human language or images, are the basis for tools like ChatGPT. Current AI leaders like Sam Altman have said LLMs can be the path to "AGI," or Artificial General Intelligece - superintelligent machines that can mimic all human cognition. But LLMs are not built to understand anything - merely to measure and then mimic. And LLMs have been hitting a peformance wall - that's why we have seven "GPT 4.x" models, but no "GPT 5" - 5 is meant to indicate the achievement of AGI. A new concept called "chain of reasoning" or "chain of thought" has been implemented to help LLMs reason. Apple tested these newer Chain of Thought LLM models - also called Large Reasoning Models. https://davidzmorris.substack.com/p/apples-llm-debunking-has-the-agi

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New today at Dark Markets: Analysis of the new Apple paper showing breakdowns in LLM/LRM reasoning ... and why Apple's cautious AI strategy was the smart play in the end. https://davidzmorris.substack.com/p/apples-llm-debunking-has-the-agi

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Table of Contents for "Stealing the Future: Sam Bankman-Fried, Elite Fraud, and the Cult of Techno-Utopia." Coming October 2025 from Repeater Books

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I got the chance to do something journos basically never do anymore: write a 5,000 word (20 page!) account of U.S.A. v. Karony. (#safemoon) We've gotten some truly passionate feedback on it - there is still demand for this kind of deep dive. But the business model is gone. Please support Protos and myself, we're both increasingly rare birds. https://protos.com/long-read-how-john-karony-went-from-visionary-to-convicted-fraudster/

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Special Edition of Dark Markets this morning: why John Karony and Sam Bankman-Fried are so different I've spent years thinking about SBF and FTX - a dark, strange, frankly disturbing story. By contrast, Karony and #SafeMoon are almost comforting. https://tinyurl.com/2by5cbuj

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Safemoon criminal trial update: https://x.com/davidzmorris/status/1925193536510546319?t=cWiDxDxRtwngeTFemX4WEA&s=19

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Week 2 recap 🅿️ + 28,000 opens + 9,900 users + 3,200 paid views + 2,800 posts + $0.24 avg. payment Just warming up. Onwards to week 3

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Alexander C. Kaufman

A real south Brooklyn breakfast: European brown bread toast, Lebanese labneh, Georgian pickled peas and Palestinian za’atar.

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Coming tomorrow in Dark Markets

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ted (not lasso)

crypto underestimates the cognitive overload and monetization fatigue that comes with turning everything into a coin or a market the more financial decisions a user must actively make -> the higher the cognitive burden -> the lower the engagement, satisfaction, and trust this is well researched across digital apps

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Alexander C. Kaufman

Tesla is losing market share:

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It's still in development, but I have finally reclaimed my personal website from squatters. Lots of old crypto articles going back to 2013, along with fiction, research, and even some old music: https://davidzmorris.com

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Some quick lunchtime impressions from Day 1 of the SafeMoon criminal trial, U.S. v. John Karony. Key point: Karony’s court-appointed defense lawyer is far better than you'd assume. https://youtube.com/shorts/4uHa873-eUs?si=qHNfwbausYF8PItO

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Tomorrow's Dark Markets is a banger.

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Just jury selection in #safemoon today, but a few insights: - Trial expected to run May 6-May 26 - Figures relevant to the trial include parents Bradford and Jennifer Karony. This doesn't mean they'll testify, but it's possible. - Companies relevant include Binance, Central Bank of Utah, and Ronin real estate and Crypto groups. More details coming in Dark Markets. Link in Header.

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Trump’s coin is being used for the most flagrant corruption our country has arguably ever seen https://www.huffpost.com/entry/trump-coins-freight-influence_n_68153967e4b03d516aad99d3

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New today: Sam Bankman-Fried’s life was shaped by the Effective Altruist case for “Earning to Give” - taking well-paying jobs, like in finance or tech startups, rather than directly trying to make the world a better place. https://tinyurl.com/3tnbdf6v It’s a perversely conservative argument - a way to reconceptualize service to the status quo as pursuit of the common good. It’s also tailor-made for individuals with few real passions, talents, or individuality.

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New update yesterday about Netflix’s 8-episode FTX series, produced by the Obama’s firm and with filming beginning this summer. It seems likely to be a fairly serious project, from the director of “The Imitation Game.” It joins two other projects in development: - Lenha Dunham is scripting a movie for Apple TV+ based on Michael Lewis’ “Going Infinite,” which will be one to watch - what does a comedy writer do with a book that tried to defend its wildly criminal subjects? Dunham is great at writing self-destructive idiots - but that might be awkward for Lewis, who was very friendly with the family. - There is also supposedly an Amazon series in production tied to the Russo Brothers (Marvel directors). But that was supposed to start filming in Spring of 2023 and there hasn’t been a bit of news about it since, so that one might be dead. https://variety.com/2025/tv/news/julia-garner-caroline-ellison-ftx-series-netflix-1236385385/

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