Rohan Paul
@rohanpaul_ai • 154,754 subscribers
Compiling in real-time, the race towards AGI. The Largest Show on X for AI. 🗞️ Get my daily AI analysis newsletter to your email 👉 https://t.co/6LBxO8215l
Shorts
![Fable 5 absolutely crushed the HTML5 physics contest, but cost 6x more than Opus 4.8 and 39× more than GLM 5.2 in that test. Test was done on atomic[.]chat, a desktop app that runs LLMs locally. The test asked 4 models to generate self-contained canvas demos with believable motion and collisions. The scenes were not simple animations because every crash needed gravity, force, timing, and contact handling. Outputs: - Fable 5: 62,158 tokens, $3.12 - GPT 5.5: 37,753 tokens, $1.14 - Opus 4.8: 22,280 tokens, $0.56 - GLM 5.2: 36,246 tokens, $0.08](https://image.24vids.com/tw-2072457396442824755/amplify_video_thumb/2072454580135456768/img/CQbbNJLCml7ObPu_.jpg)
Videos
The boundary between a specification and a product is dissolving. A Markdown file can now behave like a small software service when an AI agent can read instructions, use tools, and act on schedule. "Do you know how many companies are at this event where their whole product could just be a Markdown file? It’s insane." - This at the AI Engineer World's Fair, YouTuber Theo Browne talking. A few days back, at Y Combinator CEO Garry Tan said the same thing: “Entire startups these days will be markdown files.” --- full video here from 'AI Engineer and Theo - t3․gg" YT channel (link in comment)
Rohan Paul308,165 görüntüleme • 8 gün önce
Jensen Huang explained how blocking China from Nvidia does not anymore means blocking China from AI. If you don’t give your competitor the best chips, they will lag behind. This is how export control stories go. China is not waiting at the door of American computer systems anymore. Huawei’s rise is an example of a ban becoming an economic boost. It creates a market and teaches domestic suppliers how to get stronger, grow and export. Now the real battle is over who controls the chips, the talent, the energy, the infrastructure, the models, the apps and the whole intelligence stack. Thinking of chip policy as a valve that can be opened and closed is wrong. Each barrier slows down one flow while speeding up another. In the long run, the threat may be to a world in which American technology is absent from the systems that the US wishes to change. --- From "Fox Business" YouTube channel, (full video link in comment)
Rohan Paul720,499 görüntüleme • 1 ay önce
Meta's chief ai officer Alexandr Wang : "Internally at Meta, we have seen cases where, if you develop the right agentic loop and have the right evaluation system and metric for the agents to optimize, a swarm of agents can accomplish more than a team of 100 engineers. They can do it very handily, actually, very easily." Alexandr Wang was talking to CEO of Y Combinator Garry Tan at Y Combinator Startup School 2026 ---- full video link in comment
Rohan Paul252,533 görüntüleme • 14 gün önce
Anthropic’s Dario Amodei has only 1 direct report, his chief of staff. The rest of Anthropic’s executive system flows through Dario’s sister, Anthropic President Daniela Amodei, who handles daily operations and reports to the board. For some comparison, OpenAI CEO Sam Altman has around half a dozen direct reports, while Nvidia Corp. CEO Jensen Huang has 60 people reporting to him. --- From "Bloomberg Originals" YouTube channel, (link in comment)
Rohan Paul1,319,891 görüntüleme • 2 ay önce
Claude Code creator Boris Cherny ( Boris Cherny ) "For people who aren’t building agentic products but are using Claude Code, every 6 months, delete your claude.md file, delete your skills, and delete your hooks. Then see what the model does. It might surprise you. For Opus 5, we strongly recommend trying to delete all of these things because the model may no longer need the extensive instructions that were necessary for previous models." - at Y Combinator Startup School 2026. ---- From "Y Combinator" YouTube channel, (full video link in comment)
Rohan Paul343,625 görüntüleme • 21 gün önce
Jensen Huang on "distillation" On his new interview with axios, he was asked this question "Should open source model companies be allowed to distill closed models" "Distillation—learning from AI, learning from other people, and learning from other sources of knowledge, is fundamental to intelligence. We are constantly learning from other people. I am learning from you through the questions you are asking, and you are learning from me. All day long, we are learning from one another. AI also has to learn from something. The original AI models, whether they were open or closed, were trained on previously created knowledge from the internet. Now, AI is generating more content than humans. In a few more years, the internet could be 99% AI-generated content, and that content will have been created by some form of AI. As a result, AI systems will constantly be distilling knowledge and intelligence from other AI systems. The fact that AI can learn is a good thing. We want AI systems to be intelligent because a smarter AI can also be a safer AI." ---- From "Axios" YouTube channel, (full video link in comment)
Rohan Paul441,746 görüntüleme • 27 gün önce
🦿Xpeng showed a humanoid robot called IRON whose movement looked so human that the team literally cut it open on stage to prove it is a machine. IRON uses a bionic body with a flexible spine, synthetic muscles, and soft skin so joints and torso can twist smoothly like a person. The system has 82 degrees of freedom in total with 22 in each hand for fine finger control. Compute runs on 3 custom AI chips rated at 2,250 TOPS (Tera Operations Per Second), which is far above typical laptop neural accelerators, so it can handle vision and motion planning on the robot. The AI stack focuses on turning camera input directly into body movement without routing through text, which reduces lag and makes the gait look natural. Xpeng staged the cut-open demo at AI Day in Guangzhou this week, addressing rumors that a performer was inside by exposing internal actuators, wiring, and cooling. Company materials also mention a large physical-world model and a multi-brain control setup for dialogue, perception, and locomotion, hinting at a path from stage demos to service work. Production is targeted for 2026, so near-term tasks will be limited, but the hardware shows a serious step toward human-scale manipulation.
Rohan Paul3,802,543 görüntüleme • 9 ay önce
"American companies such as Modal, Fireworks, and Baseten will be able to serve Kimi K3, at one-tenth the cost of their Chinese competitors because they have access to advanced Nvidia and AMD chips. There is some irony here. Much of the model’s research and development has shifted to China, but once the model is optimized for next-generation hardware such as Nvidia’s Rubin architecture, its operating cost could fall by 10 to 100 times." Emad Mostaque, co-founding Stability AI. ---- From "Peter H. Diamandis" YouTube channel, (full video link in comment)
Rohan Paul320,195 görüntüleme • 1 ay önce
dot-com bubble vs. a possible AI bubble. From the famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business, “And that’s the real big difference between the dot-com boom and bust and the AI boom. We don’t know whether there’ll be a bust. History suggests there will be a bust. The dot-com boom and bust had no huge capital expenditure in that cycle. In fact, there was very little traditional CapEx, or even R&D, driving it. People started apps. They basically started going on it. This has been the biggest infrastructure run-up I think I’ve ever seen in business. You can go back and compare it to the automobile business 100 years ago. The amount of money that’s being put into AI CapEx is immense, which means that when the correction comes, the pain will be more intense. And herein lies the second problem. The dot-com boom and bust was almost entirely equity-funded. You think, so what? Well, when the bust came, those shareholders lost 60%, 70%, 80%, or 90% of their money. You felt sorry for them, but the loss was restricted to the shareholders. The problem with the AI CapEx boom is that not only is it immense, but a big chunk of it is funded with debt, and the debt is coming from private capital rather than banks. There’s a very real chance that if there’s a correction and companies start having problems, that problem is going to show up as distress and default, and that really doesn’t stay restricted. It spills over into the rest of society. I’m not saying it’s going to be 2008, but 2008 is an example of what happens when lenders overreach, when they lend money at too low a rate, and the correction comes. The pain spills over. So that is my concern with this big market illusion: the potential societal cost of having to deal with debt coming due that you’re unable to pay. It’s much more painful than your share price dropping 90% and you feeling the pain." ---- From "Excess Returns" YouTube channel, (link in comment)
Rohan Paul530,666 görüntüleme • 2 ay önce
Anthropic CEO Dario Amodei : "Software is going to become cheap, maybe essentially free. The premise that you need to amortize a piece of software you build across millions of users, that may start to be false. But at the same time, there are whole jobs, whole careers that we've built for decades that may not be present. And, you know, I think we can deal with it. I think we can adjust to it. But I don't, I don't think there's an awareness at all of what, of what is coming here and the magnitude of it." --- From "The Wall Street Journal" YT channel (link in comment)
Rohan Paul798,499 görüntüleme • 3 ay önce
Not quite human, but almost. She's watching you blink. --- From r/singularity/realmvp77
Rohan Paul2,237,202 görüntüleme • 9 ay önce
This is where it all started. Here, 19-yo Stanford dropout Sam Altman giving his first-ever startup pitch. He dropped out of Stanford to start Loopt, sold it in 2012 for $43.4 mn. Then invested via Hydrazine and later led Y Combinator before co-founding OpenAI in 2015
Rohan Paul1,873,254 görüntüleme • 8 ay önce
I just saw the collaboration between Yang Liping and the Qwen app, and it’s honestly stunning. Usually, AI in art feels a bit gimmicky, but here it’s used more for inspirations. Yang Liping (who is a legend for a reason) used the tech to pull fresh inspiration into traditional Chinese dance. It doesn't feel like the AI is replacing the dancer; it feels like it’s helping her evolve the aesthetic into something modern but still deeply rooted in heritage. It’s one of those rare moments where tech actually makes the art feel more human, not less.
Rohan Paul1,323,129 görüntüleme • 6 ay önce