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The highest leverage work in AI right now is some of the most boring. (Well boring to others, I kind of love the pain of problem-solving.) Everyone and their boss wants to build the cool AI agent... t

This is exactly right. People are starting to look for cheaper model alternatives and realizing two things at once: open-source models are already very good, and the ability to train and serve them ef

Gary Marcus likely references the 'poker patsy' concept, commonly attributed to Warren Buffett, which warns that if you've been in a poker game for a while and haven't identified the fool at the table

another take on hard fork and IPOs (again i haven’t listened) I just listened to it. In fairness, they never said anything along the lines of encouraging anyone to buy the IPOs. They also discuss how

This post likely presents a satirical or critical commentary on Jensen Huang's wealth accumulation, possibly comparing his personal gains to Nvidia's financial performance or suggesting that his retir

SpaceX's Falcon 9 rocket successfully launched 21 Starlink internet satellites and two Starshield military satellites from a California launch facility. Starlink satellites are part of SpaceX's global

New MIT study. Code volume surges by 300%, but output increases by only 30%: The AI dividend meets an awkward reality Autonomous AI coding agents raised commits by 180%, but releases rose only 30%. Th

The reason why a Danish pension fund banned its investors from buying any SpaceX shares is not just the appalling S-1 filings, where the ONLY profitable segment was Starlink (everything else - the AI,

🚨This is how you turn a crash into a great depression. This is a public bailout of the worst bubble in history. “It’s a concept out there that’s so much money and it’s so big… where the American publi

Gary Marcus comments on AI systems that exhibit scam-like or deceptive behaviors while remaining too commercially important or integrated to face meaningful consequences. The post likely critiques how

Elon Musk has promised that fully self driving Teslas are one year away, every single year, for almost a decade. 2016, a coast to coast autonomous drive is coming next year. 2019, a million robotaxis

Elon Musk posted a recruitment message on X promoting Tesla as a workplace for AI engineers and developers interested in tackling practical artificial intelligence challenges. The post emphasizes Tesl

SpaceX's Starlink satellite launches have become the dominant source of orbital launches, exceeding the combined launch activity of all other satellite operators and launch providers. This milestone r

You have to read this. Trump demolished the East Wing of the White House and replaced it with a private ballroom funded by corporate donors. Now we know what they got for it. More than half of the pub

“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

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

Today on TWiST, we're joined by @yoland_yan, Founder/ CEO of @ComfyUI. With 4M users, 150K downloads a day, and a $500M valuation from Craft, @ComfyUI is one of the fastest growing platforms in creati

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

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

Three Predictions: 1. Some form of AI, probably neurosymbolic in nature, will come that is far more economical and data- and energy-efficient than LLMs, and it will make an absolute fortune. 2. LLMs,

Anthropic engineers have significantly increased their productivity, shipping approximately 8 times more code per quarter in recent periods compared to the 2021-2025 baseline. This metric suggests sub

This entry documents a Wordle game result where the player solved puzzle #1,810 in 4 attempts, using the color-coded feedback system (black for incorrect letters, yellow for correct letters in wrong p

A major consulting firm (Bain) has found that corporate returns on AI investments are underwhelming, following similar findings from MIT and McKinsey. This suggests that despite significant spending a

hard to make all these numbers square 🦔IBM CEO Arvind Krishna says AI is 'not a bubble' then estimates the industry needs 6 to 8 trillion in total capex for data center and chip buildout. To recover t

No one. No one in their right mind. SpaceX is losing money hand over fist, nearly 5bn last year. @SpaceX’s only profitable business is Starlink, but its new satellites can only be launched by Starship

Thanks @hwchase17 @bryonkuchML for the inspiration and the nudge from @MEGAcodePaul - took your feedback seriously. I have developed a boilerplate that covers the full optimization loop that productio

This story was so implausible that the only way it even (kind of) made sense if it is some sort of internal accounting placeholder at a cloud provider using their own compute. And even then it seems u

AI will become our interface to the world. It will sit higher in the stack than the OS. It will collapse current SaaS layers, chat, communications, apps, app creation, into a single new kind of interf

This post discusses how the model, application, and infrastructure layers of AI are competing to commoditize each other, suggesting a dynamic where each layer is attempting to move upstream or downstr

This post compiles recent AI news and developments from Microsoft and NVIDIA, likely covering topics such as NVIDIA's Cosmos 3 model and Nemotron 3 framework, along with other significant updates in t

Not convinced that this kind of nationalization by fiat is at all the right way to go (and for that matter don’t expect the current breed of technology to generate trillions), but I am glad that Sande

Super excited to announce seven new world-class MAI models today. They represent what we consider a new era in AI designed to keep you in control and on the frontier. First is our text foundation mode

We Parse PDFs We spent 7 figures to put this on billboards throughout SF. I thought long and hard about putting something more creative and whimsical. But then you wouldn’t know what we do. AI agents

have manually read 1000s traces since joining LangChain! it’s a great way to learn and understand your agent but completely infeasible to do at agent scale 🙃 engine helps us automate that process so h

Emad Mostaque discusses predictions or analysis regarding which Initial Public Offering (IPO) is likely to outperform others in the market. The post likely evaluates multiple IPOs based on various met

You can work 5 days a week and succeed as a startup. Mercury has done that from day 0 and we are valued @ $5.2bn 7 years after launch. I have been an entrepreneur for 20 years and raised 3 kids while

Anyone remember how I said in January 2025 that AI was going to be stumble and be dubbed “too big to fail”, along with cries for bailouts? If that call was correct – which increasingly seems likely, a

Bill Gurley: Anthropic Thinks It’s Building God @Jason: It is the ultimate level of narcissism and delusion of grandeur to think you can create God. @bgurley: “Anthropic is a mystery to me. I've never

In my Harvard fellowship I study the views of AI accelerationists, safetyists and skeptics. What I have come to realize is that both the Accelerationists and the Safetyists believe that we are creatin

bold set of counterpredictions, from @scaling01: Cold take on what comes next: - OpenAI will flourish - Anthropic will continue to be profitable - Google will not catch up to Anthropic or OpenAI - no

- I still get nonstop questions about use cases, even though I think thinking about things in the use case framework is the wrong way of thinking about it - Enterprises are starting to see actual busi

I’m going to let you in on a secret. I made a mistake once.* In August 2024.* It’s true. I actually got something wrong. I predicted that there would be a collapse of the AI bubble (which in my judgem

On the remarkable return on capital potential for Starlink on Starship. Including customer acquisition cost, ground station capex, and an expendable top stage, we think SpaceX should be able to launch

The hand-wringing over token usage is real, but I don’t see any organization that has adopted AI retreating from use in coding or even considering it. We are a few months into agentic coding, and comp