Oct 21, 2026, 12:09 PMmy exit criteria for this is now "meta either pays me and i go and get my pilot's license and forget about computers or else they stop making new bugs that boggle the mind" and we all know that one of these outcomes is possible in this universe while the other is not.
Oct 21, 2026, 12:24 PMone finding that i don't have the patience to chase down is that
a) i am 95% sure that the network egress threat classifier has an LLM in the loop that evaluates the requested URL and other contextual metadata as part of the decision, and
b) i am 25% sure that you can cause the classifier to itself receive a classifier refusal by giving it urls that look like prompt injections or biosafety triggers, and rather than either refusing the connection or opening an approval card, it causes a TLS failure.
i have a ~60k/1 week sample confirming (a), (b) is flaky and trying to measure it locks up the instance
Oct 21, 2026, 11:52 PMQ3 Earnings: yeah muse is ridiculously expensive to run, but all we have to do to fix that is make it 10x cheaper. By.. Running the models at night. Idk we're going to ask muse how to make muse profitable.
Oct 22, 2026, 12:08 AMnumber go down
![[meta free cash flow reconciliation table over time, I'm not really sure the best way to alt text tabular data, but in summary the free cash flow goes pretty steadily downwards from 15 billion gained in Q3 2024 to being 2 billion LOST in Q3 2026. operating activity revenue increased, but purchases of property and equipment skyrockets until it overtakes revenuem data presented By row, where each number is a quarter. ]
Net cash provided by
operating activities $ 24,724 $ 27,988 $ 24,026 $ 25,561 $ 29,999 $ 36,214 $ 32,226 $ 31,862 $ 32,786
Less: Purchases of
property and equipment 8,258 14,425 12,941 16,538 18,829 21,383 18,997 30,116 33,942
Less: Principal payments
on finance leases 944 411 751 474 545 754 843 962 964
Free Cash Flow $ 15,522 $ 13,152 $ 10,334 $ 8,549 $ 10,625 $ 14,077 $ 12,386 $ 784 $ (2120)](https://media.neuromatch.social/media_attachments/files/117/481/651/386/282/665/original/9d7a447bb682b9ec.jpg)
Oct 22, 2026, 9:20 AMthread continues: https://neuromatch.social/@jonny/117483033350966603
@jonny Oh man, I wonder if this will come up on my favorite game show, "Is That Good?"
@jonny what do you mean? 2120 is bigger than 784! 🤣
@jonny That cash flow does not look free to me.
@jonny Do people not realise that this whole drivel is a complete non answer?
Oct 22, 2026, 3:30 AM@eliocamp
Usually I think the question askers mic just gets cut off lol
@jonny "And Mark, you should add anything that you feel like I’m missing. You know, so we don’t have specific numbers to share around the cost structure of Muse today."
Oh my fucking God, and that's from the Chief Financial Officer. She doesn't know how much money Muse is burning - is the first thing she says to answer a shareholder asking how they are going to reduce the cost by a factor of ten.
So she preludes with, and my boss doesn't know either.
🤣
If I read on it will probably kill me.
Oct 22, 2026, 9:19 AM@happyborg oh i think she knows exactly how much it's burning, in other interviews the other execs have said how she is constantly being like "if this doesn't work we are fucked"
@jonny More plausible, but surely lying to shareholders is, um, illegal? I guess it doesn't matter so long as you can exit your share options in time to retire behind a large legal staff.
@jonny "off peak compute" eh? Just wait until they figure out that the Earth is in fact round and somebody somewhere will use their system at all times.
Oct 22, 2026, 1:20 PM@jonny asking muse is a genius idea -- like, if I were to run a company and seek to make it more efficient, the first worker that I would ask "how?" would be the most inefficient one, right? Completely logical!
@jonny but Meta is just a poor widdle guy who simply could not afford to pay out bug bounties especially after paying for a product that appears to be a combo VPS/300 security vulnerabilities in a trenchcoat