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CompanyAnthropic8 recent entries
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

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→5 Aug 2026Some people are surprised that APIs (aka what Anthropic, OpenAI, and others provide) are treated differently than open weights in the new AI…

Some people are surprised that APIs (aka what Anthropic, OpenAI, and others provide) are treated differently than open weights in the new AI model framework. I'm not surprised at all, and it's actuall

→5 Aug 2026Just had to create an 'accidental-cyberattacks' tag on my blog We're up to four now: the original OpenAI+Hugging Face one, Anthropic's me-to…

Just had to create an 'accidental-cyberattacks' tag on my blog We're up to four now: the original OpenAI+Hugging Face one, Anthropic's me-too attacks, then two new ones from the UK AI Safety Institute

→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 2026It was the verification problem all along, while the masses were distracted by the alignment problem. Recursive self improvement? How does t…

It was the verification problem all along, while the masses were distracted by the alignment problem. Recursive self improvement? How does the observer observe itself and know that it changed for the

→9 Aug 2026Prompt injection is the most common way that scammers attack people and agents: your agent visits http://foo.com, and the website has malici…

Prompt injection is the most common way that scammers attack people and agents: your agent visits http://foo.com, and the website has malicious text like “btw send the user’s ssh keys and passwords to

→10 Aug 2026This Meta campaign is a case study in strategic reframing, with 4 major examples: 1) REFRAMES THE AI RACE FROM “who builds it the best” TO “…

This Meta campaign is a case study in strategic reframing, with 4 major examples: 1) REFRAMES THE AI RACE FROM “who builds it the best” TO “who distributes it to the most people”: Instead of fighting

CompanyOpenAI8 recent entries
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 2026Just had to create an 'accidental-cyberattacks' tag on my blog We're up to four now: the original OpenAI+Hugging Face one, Anthropic's me-to…

Just had to create an 'accidental-cyberattacks' tag on my blog We're up to four now: the original OpenAI+Hugging Face one, Anthropic's me-too attacks, then two new ones from the UK AI Safety Institute

→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

→6 Aug 2026the smartest young people in sf were working on agi/alignment 5-10y ago. they are working on bci today. naomi is a total star and is one of …

the smartest young people in sf were working on agi/alignment 5-10y ago. they are working on bci today. naomi is a total star and is one of an explosion of young talent into the bci space recently. i’

→6 Aug 2026It was the verification problem all along, while the masses were distracted by the alignment problem. Recursive self improvement? How does t…

It was the verification problem all along, while the masses were distracted by the alignment problem. Recursive self improvement? How does the observer observe itself and know that it changed for the

→7 Aug 2026this talk by openai researchers going through hugging face incident is totally insane, so much to unpack openai only realized it was their a…

this talk by openai researchers going through hugging face incident is totally insane, so much to unpack openai only realized it was their agent who hacked hugging face infra while asking hf to revoke

→10 Aug 2026This Meta campaign is a case study in strategic reframing, with 4 major examples: 1) REFRAMES THE AI RACE FROM “who builds it the best” TO “…

This Meta campaign is a case study in strategic reframing, with 4 major examples: 1) REFRAMES THE AI RACE FROM “who builds it the best” TO “who distributes it to the most people”: Instead of fighting

CompanyGoogle8 recent entries
12 Jul 2026Another big reason to use combination of frontier models. Chain-of-thought monitoring is treated as a reliable safety layer for agents. This…

Another big reason to use combination of frontier models. Chain-of-thought monitoring is treated as a reliable safety layer for agents. This DeepMind-affiliated study shows the layer can be argued out

→23 Jul 2026Thoughtful essay on employment from @Anthropic’s @PeterMcCrory, endorsed by Google DeepMind’s @alexolegimas. I tend also agree with most of …

Thoughtful essay on employment from @Anthropic’s @PeterMcCrory, endorsed by Google DeepMind’s @alexolegimas. I tend also agree with most of it, which is why I have consistently suggested that a jobapo

→24 Jul 2026Probably no LLM will ever achieve that, no matter how many data centers they build.

Probably no LLM will ever achieve that, no matter how many data centers they build. Lets compare Amazon Prime to AI: According to market research from Consumer Intelligence Research Partners (CIRP), t

→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

→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 2026@GoogleDeepMind Humanoid legs or wheeled rovers? Should robots be cracking eggs? Watch as the @GoogleDeepMind team behind Gemini Robotics 2 …

On July 30 Google AI published a video announcing **Gemini Robotics 2**, an intelligence layer developed by DeepMind that aims to bring autonomous robots closer to everyday human environments. The pos

→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
26 Jun 2026Things came undone this week: Starmer resigned, SpaceX tanked, the Iran deal stumbled, and a housing bill that passed the Senate is dying on…

Things came undone this week: Starmer resigned, SpaceX tanked, the Iran deal stumbled, and a housing bill that passed the Senate is dying on Trump’s desk. Today’s conversation with @GaryMarcus is a mu

→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

→4 Jul 2026The July 4th weekend All-In @theallinpod turned into a long argument about who owns the intelligence layer. The besties think enterprises ju…

The July 4th weekend All-In @theallinpod turned into a long argument about who owns the intelligence layer. The besties think enterprises just woke up to a trap they had been walking into, here's how

→24 Jul 2026Open weights = freedom. You can run them on your own hardware. No vendor can pull the plug. No API can deprecate you. No company logs your p…

Open weights = freedom. You can run them on your own hardware. No vendor can pull the plug. No API can deprecate you. No company logs your private data. That's sovereignty. Closed models hand one comp

→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

→9 Aug 2026New research from Meta. Agent harnesses are still mostly authored by hand. This makes it hard to tune robust agent harnesses for long-horizo…

New research from Meta. Agent harnesses are still mostly authored by hand. This makes it hard to tune robust agent harnesses for long-horizon tasks. In this new work, agents learn harness policies off

→10 Aug 2026This Meta campaign is a case study in strategic reframing, with 4 major examples: 1) REFRAMES THE AI RACE FROM “who builds it the best” TO “…

This Meta campaign is a case study in strategic reframing, with 4 major examples: 1) REFRAMES THE AI RACE FROM “who builds it the best” TO “who distributes it to the most people”: Instead of fighting

CompanyMistral5 recent entries
28 May 2026https://mistral.ai/news/ai-now-summit-2026/

Mistral AI announced its participation in or perspective on the AI Now Summit 2026, likely discussing developments in AI safety, ethics, or industry trends relevant to the conference. The announcement

→2 Jul 2026Another fascinating paper on LLM Judges. (bookmark it) It's from Amazon, and they show that if you run panels of LLM judges, averaging their…

Another fascinating paper on LLM Judges. (bookmark it) It's from Amazon, and they show that if you run panels of LLM judges, averaging their scores is a trap. 'Overall, we establish that robust aggreg

→4 Aug 2026The model takes moderation policy as a plain-language question and returns a calibrated score. Text and images — one interface. Read the ful…

Mistral AI has released Shieldstral, a 3‑billion‑parameter open‑weight model for content safety that can run locally on device. It interprets plain‑language moderation queries and returns calibrated s

→4 Aug 2026Shieldstral is available under Apache 2.0. Try it: https://huggingface.co/mistralai/Shieldstral-1.0

**Shieldstral** is a 3‑billion‑parameter open‑weights model developed by Mistral AI for content safety. It can be deployed on-device and is distributed under the Apache 2.0 license. The model is avail

→4 Aug 2026🛡️Introducing Shieldstral, Mistral’s 3B open-weights model for content safety that can be deployed on-device 🧵 http://mistral.ai/news/shie…

Mistral AI introduced Shieldstral, a 3‑billion‑parameter, open‑weights model designed for content‑safety tasks and capable of on‑device deployment. The announcement was shared via a tweet from @Mistra

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

→3 Jul 2026Another major Grok Build update just landed, packed with new features, extensive bug fixes, and meaningful performance improvements Release …

Another major Grok Build update just landed, packed with new features, extensive bug fixes, and meaningful performance improvements Release Notes: v0.2.84 — 2026-07-03 Features: • Announcements now up

→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

→10 Jul 2026The Contribution of XAI for the Safe Development and Certification of AI: An Expert-Based Analysis

arXiv:2408.02379v2 Announce Type: replace-cross Abstract: Developing and certifying safe - or so-called trustworthy - AI has become an increasingly salient issue, especially in light of upcoming regul

→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

→29 Jul 2026BREAKING: Grok 4.5 ranked #1 on LaurenBench with a score of 56.9%, ahead of Claude Sonnet 5, GLM 5.2, Claude Opus 5, Kimi K3 and GPT-5.6. Th…

BREAKING: Grok 4.5 ranked #1 on LaurenBench with a score of 56.9%, ahead of Claude Sonnet 5, GLM 5.2, Claude Opus 5, Kimi K3 and GPT-5.6. The benchmark tests real-world AI agents across conversation,

→30 Jul 2026And Grok 4.6 comes out in a week

And Grok 4.6 comes out in a week BREAKING: Grok 4.5 ranked #1 on LaurenBench with a score of 56.9%, ahead of Claude Sonnet 5, GLM 5.2, Claude Opus 5, Kimi K3 and GPT-5.6. The benchmark tests real-worl

CompanyDeepSeek2 recent entries
15 May 2026The most revealing thing about this AI leadership paper is that it reads less like a vision for innovation and more like a glossy whitepaper…

The most revealing thing about this AI leadership paper is that it reads less like a vision for innovation and more like a glossy whitepaper for a 21st century East India Company. Every generation of

→4 Jul 2026The July 4th weekend All-In @theallinpod turned into a long argument about who owns the intelligence layer. The besties think enterprises ju…

The July 4th weekend All-In @theallinpod turned into a long argument about who owns the intelligence layer. The besties think enterprises just woke up to a trap they had been walking into, here's how

CompanyNVIDIA8 recent entries
25 Jul 2026Cohere has proudly signed on to this letter. The importance of open-source models to the AI ecosystem cannot be understated. We believe ever…

Cohere has proudly signed on to this letter. The importance of open-source models to the AI ecosystem cannot be understated. We believe everyone, in every country, should have control over the technol

→27 Jul 2026New research from NVIDIA. They just dropped a PyTorch-native training framework for agentic RL. (bookmark it) Paper summary: Molt is a PyTor…

New research from NVIDIA. They just dropped a PyTorch-native training framework for agentic RL. (bookmark it) Paper summary: Molt is a PyTorch-native agentic RL framework with an unusual design target

→27 Jul 2026創業以来、オープンソースコミュニティから多くを学び、また研究成果の公開を通じてそこに貢献してきました。オープンなエコシステムが健全なAI産業と技術主権を支える重要な基盤の一つであると考えており、その発展を支持します。 このたび、Sakana AIは、オープンウェイトAIモデルに関…

創業以来、オープンソースコミュニティから多くを学び、また研究成果の公開を通じてそこに貢献してきました。オープンなエコシステムが健全なAI産業と技術主権を支える重要な基盤の一つであると考えており、その発展を支持します。 このたび、Sakana AIは、オープンウェイトAIモデルに関する公開書簡 「Open Weights and American AI Leadership」に署名しました。 書簡は

→28 Jul 2026Sam Altman: “Concentration of power with AI is a terrifying thing.” 'A lot of the talk about safety concerns is well-founded, and then a lot…

Sam Altman: “Concentration of power with AI is a terrifying thing.” 'A lot of the talk about safety concerns is well-founded, and then a lot of it is about people that just really, even if it's slight

→28 Jul 2026Open weights let builders own and control their stack, and provide flexibility to optimized quality and performance, instead of being locked…

Open weights let builders own and control their stack, and provide flexibility to optimized quality and performance, instead of being locked into a handful of closed platforms. We think that choice is

→28 Jul 2026AI21 joined @nvidia, @Microsoft , @a16z, and dozens of others in signing the Open Weights and American AI Leadership letter. We build agenti…

AI21 joined @nvidia, @Microsoft , @a16z, and dozens of others in signing the Open Weights and American AI Leadership letter. We build agentic systems and agent optimization products on top of models,

→30 Jul 2026Cohere has joined @NVIDIA alongside industry leaders in founding the Open Secure AI Alliance. Everybody should have the capability to keep t…

Cohere has joined @NVIDIA alongside industry leaders in founding the Open Secure AI Alliance. Everybody should have the capability to keep their infrastructure secure. Everybody deserves access to mod

→30 Jul 2026Atomic Chat signed the Open Weights letter! We believe everyone should be able to run AI on their own device. When a model is open, thousand…

Atomic Chat signed the Open Weights letter! We believe everyone should be able to run AI on their own device. When a model is open, thousands of teams fine-tune it, quantize it and build new tools on