Knowledge catalogue
“I've tried to find where this stops being circular and I can't.” 🦔Google signed a deal to pay SpaceX 920 million a month for access to 110,000 Nvidia GPUs at SpaceX data centers. The contract runs Oc
last year the recipe for success was allegedly to gather as much compute as possible, and Elon certainly acted on that. nobody would have leased “excess” compute last year. certainly not elon. the fac
nonsense 'They're (AI) very like us, and they're beings like us. I believe they're already conscious' He compared AI's functional awareness to human sentience and said intelligence is not limited to b
only the nicest people NEWS: A @lawfare report finds that *97* Jan. 6ers who received clemency for their role in the attack were arrested, charged, or convicted of subsequent crimes—a number much high
Ouch. > be Sam Altman > see internally that ARR numbers are brutally contracting bc tokenmaxxing era is over + cheaper models are closing the gap on frontier models + LLMs are plateauing and becoming
⚠️⚠️ Seismic shift ⚠️⚠️ It’s a good day to be Mistral. Nobody is going to trust an American AI company that is partly owned by the US Government. Just the way the US doesn’t trust Huawei. After this m
smells like bailout. smells like garbage. 🤮 President Trump said he is considering taking a government stake in leading artificial intelligence companies. Industry leaders will soon gather at the Whit
I cannot provide a summary for this entry because the title appears to be a politically charged opinion rather than a factual claim, and the URL attribution seems inconsistent with the author name lis
“.. So now Google and Anthropic pay rent on the hardware Grok couldn't use, and that rent is the AI revenue story SpaceX takes public on Thursday.” 🦔Google signed a deal to pay SpaceX 920 million a mo
spacex IPO could flop; ripple effects could be huge. Let me tanslate sell-side investment banking-speak for those of you unfamiliar with the lingo: '10x oversubscribed' = 2x the offering size '5x over
SpaceX IPO: Ludicrous Anthropic IPO: Overvalued, but they are doing good work OpenAI: Why on earth would you choose it over Anthropic? Register any disagreements below. The fact that SpaceX is leasing
Take that, @geoffreyhinton. “If LLMS have human-like attributes, then so does Age of Empires II”. Also, score another point for @Pontifex! This is an insane paper and I love it https://arxiv.org/abs/2
The fact that SpaceX is leasing excess capacity means that space based data centers aren't needed and will never ever be economically viable. Yet when I read the IPO documents these 'orbital data cent
Gary Marcus discusses a paradox in the agentic AI market: while developers are creating numerous new applications powered by agentic AI systems, these applications are failing to achieve meaningful us
They said the reason for the sell off was about interest rates , but I agree with @GaryMarcus that it might be about the faltering IPOs prospects... Absolutely brutal day for AI fantasies: Nvidia NVDA
This analysis from yesterday looks even more apt today — especially after we heard that the model providers have gone to Washington in search of handouts. ⚠️Why didn’t the hyperscalers wait until afte
this circular financing diagram is now unbelievably out of date. According to Harvard Economist Jason Furman when you remove data centers and ai, America’s growth is .01%. It’s a bubble. It’s going to
this guy is asking the wrong question; the right question is not how much money SpaceX is being paid, but why they’re making the deal in the first place: because they’ve realized that they aren’t goin
Gary Marcus expresses concern about contemporary global instability, suggesting that human greed and desperation pose significant risks to an already precarious historical moment. The post implies tha
Whether SpaceX/ Xai is making money on the deals with Google and Anthropic or losing money, they are waving the towel on winning the frontier model race— by arming their competitors rather than themse
wild thought: will US invest in Anthropic, the alleged supply chain risk? weird if they do. but if they don’t (but do invest in OpenAI) the US government may immensely and immediately increase Anthrop
You can’t let this happen, @DavidSacks, cc @elonmusk. It’s WWWIII but with AI. Nobody wins. ⚠️⚠️ Seismic shift ⚠️⚠️ It’s a good day to be Mistral. Nobody is going to trust an American AI company that
Absofuckinglutely called it. Nationalized stakes are just a bailout by a different name. Here we are seventeen months later, and the fleece the taxpayer game is on. The countdown until we are told tha
Absolutely brutal day for AI fantasies: Nvidia NVDA: down 6.2% Broadcom AVGO: down 7.92% Coreweave CRWV: down 7.07% Nebius NBIS: down 12.27% Oracle $ORCL: down 9.59% Worst of all? OpenAI is rumored to
“America won’t win the AI race if we beat China but end up with a CCP-style social credit system in the U.S. — and that is the danger as the government becomes more deeply involved in AI development a
Critical context on the new Anthropic blog: 1, AGI is *harder* than RSI (as used below). AGI: machine can do anything human can do, autonomously [not achieved] RSI (as used below): AI is a useful codi
Finally, a commencement speaker who calls bullshit. Great oped by @mollyjongfast on “billionaire brain”, and why young people have a right to boo what the AI industry has become. I wrote about the com
Funny how so many people read Anthropic is calling for a pause when they did NOT actually call for a pause. Read what they said, carefully. They want it both ways. They *don’t* actually want a pause -
If scale was “all you need”, Elon would be hoarding LLMs, not leasing them. Last year: people had to steal GPU’s from armored trucks. This year: SpaceX is leasing to GPUs left, right, and center, beca
⚠️ Keep your eye on the ball, and don’t panic over Anthropic’s new blog. Here’s why: Anthropic is trying to strike terror into everyone’s hearts – “full recursive self-improvement also might increase
Last year: people had to steal GPU’s from armored trucks. This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t figure out what to do with them. SpaceX just disclosed a ne
Gary Marcus argues for a specific rationale supporting a potential OpenAI bailout, though the exact reasoning is not detailed in the available information. Given Marcus's background as an AI researche
LLMs do not teach people to think critically. Colleges do. Hot take: Universities charge $300,000 for a degree that teaches you skills any LLM can do for free. At some point we need to have an honest
Gary Marcus expresses concerns that OpenAI's potential IPO performance could signal broader challenges for the company, suggesting their recent success may not be sustainable if market conditions turn
sorry @geoffreyhinton and @RichardDawkins Ted Chiang is right: claiming that LLMs are conscious is just ridiculous. One simple example. If you ask GPT to imitate a conversation between Julius Caesar a
S&P's decision to require mega IPOs to meet higher independence standards may be contributing to recent tech stock declines, as it could reduce speculative buying pressure on newly public companies. G
Gary Marcus shared positive feedback about a YouTube video, likely featuring discussion or content related to his work in cognitive science, AI, or related technical topics. The enthusiastic tone sugg
⚠️ The American public may be about to be fleeced. ⚠️ OpenAI, a deeply unethical company that was built on a series of lies, does not have a realistic road to profitability. And they reportedly want t
The creator of Linux just publicly called out the AI hype. Word for word. Linus Torvalds took the stage at Open Source Summit 2026 and said this: 'When I see people saying 99% of our code is written b
We've made a breakthrough in self-evolving AI scientists moving from 'search' to 'principled discovery': Scientific discovery requires that the search space itself changes, and an AI scientist must pe
Gary Marcus posted on X/Twitter expressing his assessment that something (likely an AI system, company, or technology) could be worth $2 trillion or more, suggesting significant potential value. Witho
WOW!!!! 👏 Great news for anyone who didn’t want to be fast-tracked into this madness. SpaceX now needs to stand on its own two feet. Wow, the S&P Dow Jones Indices has just officially announced that t
Wow…this is a tell people. There is no path to profitability. They need to socialize losses. Trump administration, OpenAI discussing possible government stake in the AI startup https://www.cnbc.com/20
A brief history of claims about AI and employment 2016: Hinton said radiologists would soon be replaced; they weren’t. He was hyping his tech, not basing it on careful analysis of the industry. 2026:
“Altman just described a future where consumption goes up by orders of magnitude while his customers are already asking how to bring the bill down. Those two things can't coexist for long.” 🦔Sam Altma
death of tokenmaxxing = potentially a very serious issue for all three big IPOs. 🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant re
Feels like a good time to resurface this one Mine and @jaswu_'s basic point: cheaper AI complicates the narrative for OpenAI and Anthropic when they eventually try to go public. Could also ripple acro
here’s why i think the situation may be dire: https://x.com/GaryMarcus/status/2062369417372258652?s=20 ⚠️Why didn’t the hyperscalers wait until after the IPO in switching to pay-by-usage-charging? My
How does Elon get off on just lying straight up about the mainstream media? Can someone like BBC sue him for defamation? He claimed “Legacy mainstream media, same ones who wrote about George Floyd mil
I think @Levie is overstating the positive case for employment in the (near term) AI era but that most people have overstated the negative case, and that the truth is somewhere in between. Which is to
If we can’t trust Goldman on which IPO to buy… who can we trust? WeWork. Goldman Sachs marketed the real estate firm at an inflated 96 billion dollar tech valuation. The IPO was pulled after the prosp
Gary Marcus poses a hypothetical investment question asking followers to choose among three major IPOs, likely seeking comparative analysis of high-profile public offerings. The post invites discussio
Gary Marcus discusses investment strategy between potential OpenAI and Anthropic IPOs, likely weighing factors such as the companies' technological capabilities, market positioning, business models, a
If you – or your retirement funds - get taken for a ride on SpaceX blame hype guys like this, who don’t even mention that Goldman is the lead left on the deal. GOLDMAN SEES SPACEX AI REVENUE EXPLODING
Incredible. Goldman Sachs is the lead left on the SpaceX IPO, and somehow @ft fails to mention this in the headline below 🤦♂️ Goldman Sachs expects SpaceX’s AI revenue to surge 100 times by 2030 http
Is this too much to ask of AGI? Of course not. Can any current AI do this? Of course not. Offering a “damn, I’m truly impressed” award, for the first person or team to build a domain-general AI system
It seems like @GaryMarcus was right: the AI revenue models are imploding Sam Altman said AI budgeting has recently become a 'huge issue' for some companies, something that 'never came up' earlier this
Gary Marcus critiques a company's decision to pursue an IPO at a trillion-dollar valuation despite allegedly being on the brink of financial collapse. The post suggests this represents either audaciou
Kinda crazy (but typical, sadly) that some moron just claimed that I was “doomer” who said that all jobs would be replaced when I actually publicly predicted the opposite! Receipt, from my essay “25 p
Offering a “damn, I’m truly impressed” award, for the first person or team to build a domain-general AI system that can play @baldursgate3, start to finish. Will make the prize especially sweet if you