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CompanyAnthropic8 recent entries
4 Aug 2026can anyone with sufficient training in mathematics refuse this provocation? no ad hominem please; I have seen enough of that and am looking …

can anyone with sufficient training in mathematics refuse this provocation? no ad hominem please; I have seen enough of that and am looking for real counterarguments, only. 🙏 OpenAI and Anthropic each

→5 Aug 2026You have Dwarkesh predicting Anthropic is going to make well over 100B in revenue this year. and then you have this chart.

Gary Marcus noted that investor Dwarkesh predicts Anthropic will generate more than $100 billion in revenue this year, according to a source. A chart accompanying the claim omitted DeepSeek’s pricing

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→5 Aug 2026Welcome to the thunderdome of commoditization

Welcome to the thunderdome of commoditization 🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But that moment has co

→5 Aug 2026🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But tha…

🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But that moment has come. TBD whether OpenAI and Anthropic can survi

→5 Aug 2026⚠️⚠️⚠️ Constitutional AI is not working. Aligning LLMs is not working. We need a different approach. If society doesn’t place its bets diffe…

⚠️⚠️⚠️ Constitutional AI is not working. Aligning LLMs is not working. We need a different approach. If society doesn’t place its bets differently, we are screwed. Anthropic's Mythos created fake iden

→6 Aug 2026anyone confused about neurosymbolic AI—and its recent enormous victory—should read this. complete and total vindication for what I have been…

anyone confused about neurosymbolic AI—and its recent enormous victory—should read this. complete and total vindication for what I have been saying here all along. (see also my essays on Claude Code a

→10 Aug 2026When @QualiaQuanta took a shot at the Riemann, half in jest, people called her a crackpot. When Anthropic uses Claude to do the same thing, …

When @QualiaQuanta took a shot at the Riemann, half in jest, people called her a crackpot. When Anthropic uses Claude to do the same thing, it gets a hundred thousand views in 30 minutes. It might wel

→11 Aug 2026take away the symbolic part of this and it just would not have worked. Claude on Riemann is yet another victory for hybrid, neurosymbolic AI…

On August 11 2026, Gary Marcus commented that if the symbolic components were removed from Claude’s Riemann implementation it would fail to work, highlighting a concrete win for hybrid neurosymbolic A

CompanyOpenAI8 recent entries
4 Aug 2026can anyone with sufficient training in mathematics refuse this provocation? no ad hominem please; I have seen enough of that and am looking …

can anyone with sufficient training in mathematics refuse this provocation? no ad hominem please; I have seen enough of that and am looking for real counterarguments, only. 🙏 OpenAI and Anthropic each

→5 Aug 2026Welcome to the thunderdome of commoditization

Welcome to the thunderdome of commoditization 🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But that moment has co

→5 Aug 2026🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But tha…

🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But that moment has come. TBD whether OpenAI and Anthropic can survi

→5 Aug 2026so do i have this right? the market is up on optimism about Microsoft’s revenue but MSFT’S biggest customer by far is burning billions a mon…

so do i have this right? the market is up on optimism about Microsoft’s revenue but MSFT’S biggest customer by far is burning billions a month with no obvious way to meet all of its future obligations

→5 Aug 2026is there a polite synonym for “circle jerk”?

The post contains two distinct snippets. First, user @GaryMarcus asks whether there is a more polite way to refer to “circle jerk.” Second, it shares a (likely satirical) claim that Microsoft’s AI rev

→5 Aug 2026interesting (and completely opposed to @haider1’s take on the same graph) *the labs themselves* have only modestly changed their predictions…

interesting (and completely opposed to @haider1’s take on the same graph) *the labs themselves* have only modestly changed their predictions on AGI timelines over the last decade. note also that (on a

→10 Aug 2026Literally for years I have been warning everyone: @GaryMarcus, December, 2022: “GPT-4 will still, like its predecessors, be a bull in a chin…

Literally for years I have been warning everyone: @GaryMarcus, December, 2022: “GPT-4 will still, like its predecessors, be a bull in a china shop, reckless and hard to control.” @GaryMarcus, November

→11 Aug 2026🦔Nvidia announced agreements yesterday with the six biggest names in private capital, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sa…

🦔Nvidia announced agreements yesterday with the six biggest names in private capital, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to raise over $500 billion so its own customers

CompanyGoogle8 recent entries
26 Jul 2026BREAKING: A Redditor just discovered that shared Claude conversations have been showing up in public search results. The post has 4K upvotes…

BREAKING: A Redditor just discovered that shared Claude conversations have been showing up in public search results. The post has 4K upvotes and hundreds of comments, so this is spreading fast. Here's

→30 Jul 2026sure we lose money on every inference but we make it up in volume

sure we lose money on every inference but we make it up in volume We are committed to pushing the model frontier across cost efficiency, capability, and speed. Starting today, we are reducing prices f

→1 Aug 2026Wake me when Astra solves a significant open-world problem that doesn’t revolve around formal verification. Or at least fixes poor @skdh’s v…

Wake me when Astra solves a significant open-world problem that doesn’t revolve around formal verification. Or at least fixes poor @skdh’s video problems. I have tried many times to get ChatGPT, Claud

→1 Aug 2026The “AGI-is-near” community keeps committing the same logical fallacy over and over; I have seen it at least half a dozen times today alone.…

The “AGI-is-near” community keeps committing the same logical fallacy over and over; I have seen it at least half a dozen times today alone. Every time there’s an advance, I see the same error. Here’s

→1 Aug 2026so much for the “general” part of general intelligence

so much for the “general” part of general intelligence I have tried many times to get ChatGPT, Claude, Grok or Gemini to write scripts for my YouTube videos. It is still a complete failure. For one th

→3 Aug 2026OpenAI distilled Google’s name lol

Gary Marcus commented on Twitter that OpenAI “distilled” Google’s brand name, prompting a humorous response from Tony Carden. Carden’s reply referenced Google DeepMind’s Project Astra and included a s

→4 Aug 2026A pioneer of AI-in-biology just published a sharp rebuttal to the 'AI will cure cancer' narrative. The core argument: It's a measurement pro…

A pioneer of AI-in-biology just published a sharp rebuttal to the 'AI will cure cancer' narrative. The core argument: It's a measurement problem. Over 90% of drugs that enter clinical trials still fai

→6 Aug 2026C’mon, it’s not game over for Google Seven reasons why not, excerpted from my newsletter:

C’mon, it’s not game over for Google Seven reasons why not, excerpted from my newsletter: Jeff Dean and Demis Hassabis are the two most important AI executives at Google. Jeff is leaving and Demis is

CompanyMeta8 recent entries
28 Jun 2026wild.

wild. Google reportedly limited Meta’s use of Gemini due to a shortage of compute resources. — FT Google is in a position where it can’t sell Gemini to Meta as freely as it might want to. Compute rema

→1 Jul 2026Reselling “excess AI processing capacity”: first SPCX, now META. In a rational world these moves would be seen as signs that we have *alre…

Reselling “excess AI processing capacity”: first SPCX, now META. In a rational world these moves would be seen as signs that we have *already* started to overbuild. Boom. $META is developing a cloud s

→2 Jul 2026in case you needed more evidence that tokenmaxxing was a stupid idea

in case you needed more evidence that tokenmaxxing was a stupid idea Meta burns 2.65B a year on AI tokens. at 300K for a Meta engineer, that's enough to pay ~9,000 engineers for a full year. now ask y

→2 Jul 2026as expected by whom? 🤔

as expected by whom? 🤔 META: ZUCKERBERG SAYS AI PROGRESS HAS BEEN SLOWER THAN EXPECTED • ZUCKERBERG SAID AI AGENT DEVELOPMENT HAS NOT ACCELERATED AS EXPECTED OVER THE PAST FOUR MONTHS • SAID META'S 20

→12 Jul 2026Hit my Claude and Copilot limits three times in each of the last three days Of course a friendly prompt popped up suggesting I either buy mo…

Hit my Claude and Copilot limits three times in each of the last three days Of course a friendly prompt popped up suggesting I either buy more credits or upgrade my plan Simply switched to Gemini for

→24 Jul 2026🚨OpenAI, the company with 'Open' in the name, didn't sign the NVIDIA open weights letter Instead, they're lobbying government to BAN open A…

On July 24 2026, a tweet from NIK @ns123abc reported that OpenAI declined to sign NVIDIA’s “open weights” letter. Instead, the company is reportedly lobbying government authorities to ban open‑AI tech

→28 Jul 2026🦔The cost of insuring Big Tech debt against default just hit record highs. Credit default swaps are insurance policies investors buy when t…

🦔The cost of insuring Big Tech debt against default just hit record highs. Credit default swaps are insurance policies investors buy when they think a company might not pay back what it borrowed. When

→5 Aug 2026so do i have this right? the market is up on optimism about Microsoft’s revenue but MSFT’S biggest customer by far is burning billions a mon…

so do i have this right? the market is up on optimism about Microsoft’s revenue but MSFT’S biggest customer by far is burning billions a month with no obvious way to meet all of its future obligations

CompanyMistral4 recent entries
24 May 2026It’s no longer just AI companies & their founders being sued over AI training - individual researchers are now being sued, too. In a new law…

It’s no longer just AI companies & their founders being sued over AI training - individual researchers are now being sued, too. In a new lawsuit, two authors allege that Guillaume Lample, while an AI

→6 Jun 2026You can’t let this happen, @DavidSacks, cc @elonmusk. It’s WWWIII but with AI. Nobody wins.

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

→6 Jun 2026⚠️⚠️ 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 Govern…

⚠️⚠️ 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

→6 Jun 2026Chip Export rules: made China/Huawei stronger, accomplished relatively little. USG stakes in US AI: will make Mistral and other “sovereign A…

Chip Export rules: made China/Huawei stronger, accomplished relatively little. USG stakes in US AI: will make Mistral and other “sovereign AI” efforts stronger, freak out the rest of the world, escala

CompanyxAI8 recent entries
25 Jun 2026In the end, will Elon be best known for his efforts to mainstream electric cars, for his rockets, …. or for his efforts to mainstream AI-gen…

In the end, will Elon be best known for his efforts to mainstream electric cars, for his rockets, …. or for his efforts to mainstream AI-generated porn? xAI is betting big on AI video and image genera

→25 Jun 2026Grok may not be the AGI that Elon promised, but it appears that the man has found his use case.

Grok may not be the AGI that Elon promised, but it appears that the man has found his use case. xAI is betting big on AI video and image generation — but the biggest driver of Grok Imagine may not be

→6 Jul 2026If that happens, where does it leave Anthropic and OpenAI? And Oracle, CoreWeave, Nebius, xAI, etc?

If that happens, where does it leave Anthropic and OpenAI? And Oracle, CoreWeave, Nebius, xAI, etc? Fable 5 probably running locally in about two years. That is the projection in this r/LocalLLaMA cha

→25 Jul 2026The two giant generative AI startups were treated like gods for a couple years. Both are now facing massive pushback.

The two giant generative AI startups were treated like gods for a couple years. Both are now facing massive pushback. Anthropic employees go nuclear on the popularity of open source AI. It is getting

→27 Jul 2026btw anthropic's internal document on this literally said 'we don't want it to be known that we are working on this.” it was called project p…

btw anthropic's internal document on this literally said 'we don't want it to be known that we are working on this.” it was called project panama. here's exactly what happened: 1: anthropic concluded

→1 Aug 2026Wake me when Astra solves a significant open-world problem that doesn’t revolve around formal verification. Or at least fixes poor @skdh’s v…

Wake me when Astra solves a significant open-world problem that doesn’t revolve around formal verification. Or at least fixes poor @skdh’s video problems. I have tried many times to get ChatGPT, Claud

→1 Aug 2026so much for the “general” part of general intelligence

so much for the “general” part of general intelligence I have tried many times to get ChatGPT, Claude, Grok or Gemini to write scripts for my YouTube videos. It is still a complete failure. For one th

→6 Aug 2026anyone confused about neurosymbolic AI—and its recent enormous victory—should read this. complete and total vindication for what I have been…

anyone confused about neurosymbolic AI—and its recent enormous victory—should read this. complete and total vindication for what I have been saying here all along. (see also my essays on Claude Code a

CompanyDeepSeek6 recent entries
21 Apr 2026Please don’t trust your chatbot for medical advice. 🙏 Remember how I used to say that large language models are “frequently wrong, never in…

Please don’t trust your chatbot for medical advice. 🙏 Remember how I used to say that large language models are “frequently wrong, never in doubt”, and how I warned three years ago on 60 Minutes that

→22 Jun 2026• At this point SpaceX just looks like CoreWeave with a bigger budget and a satellite company thrown in. • If they were anywhere near AGI th…

• At this point SpaceX just looks like CoreWeave with a bigger budget and a satellite company thrown in. • If they were anywhere near AGI they wouldn’t be leasing out so much capacity. • So much for t

→24 Jun 2026Big Tech's $1 trillion AI moat just got DESTROYED by a free Chinese download. Microsoft, Amazon, Google, and Meta are pouring fortunes into …

Big Tech's 1 trillion AI moat just got DESTROYED by a free Chinese download. Microsoft, Amazon, Google, and Meta are pouring fortunes into chips and data centers because they have been told that whoev

→5 Jul 2026“What has really happened is VC built the wrong AI, you’ll pay a high price for this error with your pension, and nobody will go to jail.”

“What has really happened is VC built the wrong AI, you’ll pay a high price for this error with your pension, and nobody will go to jail.” By far the shrewdest and most entertaining analyst of the AI

→31 Jul 2026The price wars that I have predicted going back to August 2023 are now in full swing. All this was inevitable – as long as everyone builds m…

The price wars that I have predicted going back to August 2023 are now in full swing. All this was inevitable – as long as everyone builds more or less the same kind of AI, there is no moat, and profi

→5 Aug 2026You have Dwarkesh predicting Anthropic is going to make well over 100B in revenue this year. and then you have this chart.

Gary Marcus noted that investor Dwarkesh predicts Anthropic will generate more than $100 billion in revenue this year, according to a source. A chart accompanying the claim omitted DeepSeek’s pricing

CompanyNVIDIA8 recent entries
24 Jun 2026Big Tech's $1 trillion AI moat just got DESTROYED by a free Chinese download. Microsoft, Amazon, Google, and Meta are pouring fortunes into …

Big Tech's 1 trillion AI moat just got DESTROYED by a free Chinese download. Microsoft, Amazon, Google, and Meta are pouring fortunes into chips and data centers because they have been told that whoev

→7 Jul 2026AI debt financing is on an insane trajectory, per @SemiAnalysis_:

AI debt financing is on an insane trajectory, per @SemiAnalysis_: Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters Over 7T AI debt by 2029, There can be no N

→24 Jul 2026🚨OpenAI, the company with 'Open' in the name, didn't sign the NVIDIA open weights letter Instead, they're lobbying government to BAN open A…

On July 24 2026, a tweet from NIK @ns123abc reported that OpenAI declined to sign NVIDIA’s “open weights” letter. Instead, the company is reportedly lobbying government authorities to ban open‑AI tech

→27 Jul 2026Would I be too cynical in thinking that the whole thing might fall apart if Nvidia wasn’t subsidizing? 🤔

Would I be too cynical in thinking that the whole thing might fall apart if Nvidia wasn’t subsidizing? 🤔 JUST IN : NVIDIA IN TALKS TO PROVIDE 250 BILLION FINANCIAL BACKSTOP FOR OPENAI DATA CENTER IN O

→28 Jul 2026🦔The cost of insuring Big Tech debt against default just hit record highs. Credit default swaps are insurance policies investors buy when t…

🦔The cost of insuring Big Tech debt against default just hit record highs. Credit default swaps are insurance policies investors buy when they think a company might not pay back what it borrowed. When

→1 Aug 2026Vivid depiction of a dark scenario for Nvidia. “Indeed, CEO Jensen Huang has been so aggressive in funding the AI ecosystem that the company…

Vivid depiction of a dark scenario for Nvidia. “Indeed, CEO Jensen Huang has been so aggressive in funding the AI ecosystem that the company is functioning almost like a bank; with annual free cash fl

→3 Aug 2026The math still ain’t mathing.

The math still ain’t mathing. Recently we estimated global (ex China) AI revenues of around 200bn annualised, based on four different sources. Just come across a fifth, based on Nvidia inference sales

→11 Aug 2026🦔Nvidia announced agreements yesterday with the six biggest names in private capital, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sa…

🦔Nvidia announced agreements yesterday with the six biggest names in private capital, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to raise over $500 billion so its own customers