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CIOs & CTOs have critical roles in capturing #GenerativeAI value by learning lessons of past tech booms & seizing unique #AI opportunities. 🤖📈🤔 Read @McKinseyDigital’s report on 9 actions tech leaders should take to re-imagine business with #GenAI. 🔗

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ROBOMAEDA TALK TODAY: Thank you to Professor Hiroshi Ishii 石井 裕 as the inspiration for my talk today at the Massachusetts Institute of Technology (MIT) MIT Media Lab on "life as a hybrid." And it's not going to be my Azure AI Avatar talking for me today -- it'll be the real me. I think ... Date: November 8 (Friday), 11am Boston time Talk info at MIT: Zoom livestream (free): ** --- Building A Hybrid Career Across Tech, Business, And Design. Or, ”How I Learned to Speak Human After Leaving MIT :-)” What happens when a computer science major steps out of MIT and into design, business, and leadership? In “How I Learned To Speak Human After Leaving MIT :-),” I’ll share how leaving the Media Lab in 2008 set me on an unexpected path—from advocating for the arts with the STEAM movement at RISD to navigating venture capital, startups, and industries of all scales. Does being a multidisciplinary “hybrid” thinker and doer enhance or limit one’s career prospects? Through insights from my own journey, I’ll explore the unique challenges and opportunities hybrids face today, offering key takeaways for those building careers across multiple disciplines. This talk brings my journey full circle—from the early foundations of AI in the 80s to the dawn of a new AI-powered industrial revolution. --- Related links: - “Design Against AI” / Design in Tech Report 2024 at SXSW - “The Art and Craft of Business Resilience” / LinkedIn Learning - “Mr. Maeda’s Cozy AI Kitchen” / Learn LLM Coding Easy as CAIK - “Design, Business, Inclusion” / LinkedIn Learning - “How art, technology, and design inform creative leaders” / TED 2012

John Maeda

13,022 views • 1 year ago

We're thrilled to shine a spotlight this week on the electrifying ⭐️🐶👊 StarDawgs NFTs, founded by Celebrity Darcy Donavan, offer holders a unique set of utilities focused on providing access and opportunities within the entertainment industry, specifically in film and television. Here are several key utilities for StarDawgs NFT holders based on available information: 1. **Access to Hollywood Opportunities**: StarDawgs NFTs are described as a "Golden Ticket to Hollywood," granting holders the chance to bypass traditional barriers and participate in movies and work in the film and television industry. This includes potential roles, learning from the Producers, Directors, Crew in Film and Television projects Produced by StarDawgs and it's Founder, Darcy Donavan. 2. **Metaverse Integration**: The@incomeisland photo realistic Metaverse is Co-Owned by DarcyDonavan.x and is part of the StarDawgs Eco-system, where we will movie theaters allowing people to watch our movies. Also, each StarDawgs NFT is a hyper-realistic 3D dog that will be able to be used as a digital identity in the metaverse, allowing holders to engage in virtual environments with a unique avatar. 3. **Film Profit Opportunities**: Holders have the opportunity to receive a portion of the profits of our films. 4. **Community and Networking Benefits**: The project emphasizes growing the StarDawgs community by onboarding top-tier actors, actresses, athletes, musicians, and sponsors, which could increase the value of the NFTs and provide holders with networking opportunities within the entertainment and Web3 spaces. 5. **Potential for Increased Value**: There are ongoing efforts to enhance the StarDawgs brand through high-profile collaborations and media exposure aiming to increase the NFTs’ value for holders. These utilities combine real-world entertainment industry access with digital and metaverse-based functionalities, positioning StarDawgs as a utility-driven NFT project. For the most up-to-date information and a list of all the Utilities, check the official StarDawgs website ( You can also get EARLY ACCESS to StarDawgs NFTs Utilities by getting involved in the Private Sale by going to #Safemoon Disclaimer: We support and celebrate the creativity of the broader crypto and NFT ecosystem, but each project carries its own risks and rewards. The information and mentions of other projects or communities in this post or any other posts are for informational and community engagement purposes only. This is not financial advice, an endorsement, or a recommendation to buy, sell, or hold any cryptocurrency, NFT, or related assets. SafeMoon is not liable for any decisions made based on this content. Please conduct your own research and consult a financial advisor before making any investment decisions. #SafeMoonMultiCommunity #ToTheMoon

SafeMoon

67,626 views • 1 year ago

I'm launching an urgent fundraiser to support engineering equipment for our frontline efforts, and I need your help. Please donate, like, share, and comment—every bit of support is crucial. You can find the donation link at the end of this message. The situation on the front lines is incredibly challenging. Errors by political and military leaders, combined with slow support from the West, have led to significant losses in both territory and lives in the Pokrovsk axis. While we can't always change the decisions made by our leaders, we can make a real difference by providing our soldiers with essential engineering equipment. For instance, I personally have reservations about the operation in Kursk for my own reasons. However, I am fully committed to doing everything I can to save Ukrainian lives during this operation. That’s why one of Liberty Ukraine Foundation 🇺🇸🇺🇦’s excavators is already at work at the new positions on that axis. Our efforts to save soldiers' lives should remain focused regardless of individual opinions on tactical or strategic decisions made by our Ukrainian leadership. Thanks to the fundraising efforts of Liberty Ukraine Foundation 🇺🇸🇺🇦, we have already transferred or are in the process of transferring over 8 excavators. The feedback has been overwhelmingly positive, with engineering, infantry, and artillery units reporting that this equipment is saving many lives. On both the Kursk and Pokrovsk axes, the front lines are constantly shifting, which makes the need for excavating equipment even more critical. This equipment allows our forces to adapt quickly and operate more effectively. Our goal is to raise 🎯 $110,000. I know this is a substantial amount, but we've successfully raised even more in the past, and this equipment is making a significant impact right now. donation link 🔗 Thank you for your support.

✙ Constantine ✙

1,318,477 views • 1 year ago

A historic day for BankerLabs is here! We have made a strategic acquisition of YeppleInc's cutting-edge blockchain technology and stake pool. To maximize the impact of this powerful acquisition, their talented team will be merging with BankerLabs to ensure an innovative, successful, and long-term journey for BankFi. What this merger and acquisition means: With this move, we become a development powerhouse on Cardano, pairing one of the most trusted and skilled development teams with our community-focused ethos! This acquisition leverages Yepple’s advanced blockchain infrastructure, renowned for its scalability and reliability, to position BankerLabs as the definitive Bank of Cardano. • Top-tier development for BankerLabs with long-term alignment: Yepple’s expertise in building robust, Cardano-native solutions ensures we benefit from unparalleled technical prowess, driving sophisticated financial tools and services. • Ensure growth and innovation in both bear or bull markets: With Yepple’s proven blockchain technology, BankerLabs gains a resilient business model and foundation that thrives under any market conditions, enhancing stability and adaptability. • Opens BankerLabs up to become service providers for a suite of tech products for projects across Cardano: The acquisition brings Yepple’s versatile tech stack, enabling us to offer white-label solutions including token & NFT sales, rewarding staking systems, and other unique DeFi integrations to Cardano projects, expanding our ecosystem influence. • Increases value proposition for Yepple clients by gaining marketing and promotion through BankerLabs and its partners: Yepple’s existing clients now tap into our extensive community network and marketing reach, amplifying their visibility and adoption across Cardano’s growing user base. This strategic move not only strengthens our technological foundation but also fuses Yepple’s innovative spirit with our vision, creating a synergy that will redefine decentralized finance on Cardano. Together, we’re building the future of banking. Count on secure, scalable, and community-driven utility! It pays to $BANK with us.

BankFi

12,164 views • 1 year ago

$KNDX 🤖 Theres 3 big narratives that are sending coins left right and centre rn. 🚀 #AI, #Gamefi, & #NFTs 🔹Theres 50% mindshare for #AI. 🤖 🔹#GameFi mcap is hitting ATH's with #OfftheGrid, $XBG and $SUPER making spectacular moves. 🎮 🔹NFTs and the #Metaverse are making a strong comeback with $APE up 100% over the weekend. 🐵 What if there's a project that touches all these trending narratives with groundbreaking technology to disrupt all 3 of them? 🔥 💡- That's where $KNDX comes in. -💡 Kondux is a cutting-edge Web3 SaaS platform, combining NVIDIA’s Omniverse, AI, Blockchain, and dynamic NFTs to revolutionize secure asset management across industries. 👏 Their flagship product, kNFTs, are 3D digital assets usable across Metaverse and Gaming platforms, AR/VR/XR environments, and manufacturing applications. Kondux’s scalable model opens new revenue streams by enabling effective digital asset monetization. 💰 Kondux is the first Web3 project to integrate VFX pipelines with NVIDIA’s Omniverse and bringing it onto the Blockchain. ⛓️ It is also the only Web3 project with a *Select Status Partnership* with NVIDIA, operating under NVIDIA NDAs and working with them directly for more than 2 years. About their NVIDIA Integrations: 🤖 🔹There are three areas of the Kondux tech stack that coincide with three divisions of NVIDIA: 📡GDN (Graphics Delivery Network, the backbone of GeForce Now) 💡Omniverse for 3D aspects such as, geospatial data, real world physics, lighting, and raytracing 🤖NVIDIA AI Foundation, which covers many aspects of #AI, including inference and deployment scaling. The convergence of all these components lie within .USD file format . 🔹 They are the first blockchain project to integrate NVIDIA’s Omniverse Cloud and Graphics Delivery Network (GDN) to provide high-quality 3D content accessible on any device without requiring high-end hardware. 🔹 This setup streamlines content management, democratises access to resource-intensive 3D content, and enables real-time interaction with 3D NFTs. Now, I haven’t seen any crypto project so deeply connected with NVIDIA and NVIDIA technology. GDN is a HUGE competitive advantage. With it, the need for #GPU’s basically goes out the window. 🤯 Now lets take a look at some of the other main features... 👀 OpenUSD (Universal Scene Description): 📽️ 🔹 Kondux is leveraging USD technology, developed by Pixar and used by Meta, Apple, Microsoft and other industry leaders to enhance 3D graphics and interoperability within its creative ecosystem. 🔹 Originally created for high-end film production, USD now supports a variety of applications, including gaming and virtual reality, making it a key asset for Kondux. kNFT's: 🎨 🔹 Kondux is pioneering a new category of NFTs known as kNFTs, which aim to redefine NFT utility through innovative features. 🔹 A standout feature is the upgradeable aspect provided by Kondux DNA, allowing kNFTs to transform and combine with other NFTs, creating limitless possibilities in art, gaming, and music. 🔹Through the Kondux AI portal it will be possible to communicate with kNFTs. They can learn and adapt. This AI technology is revolutionary because it makes human to kNFT interaction possible, turning it into a unique, personalized experience. Check out the clip of kNFTs in Unreal Engine 5 gameplay below. 👇 Kondux is a very obvious utility play with huge upside because it’s multi narrative. 📈 It's seriously groundbreaking stuff that they’re about to launch. 🚀 After speaking with the team there’s no doubt in my mind this will do crazy big numbers in the next months. 🤑

Altcoin Miyagi🇯🇵

17,303 views • 1 year ago

$QUBIC The 3 Performance Scenarios (2026 Projections) Currently, Qubic is floating with a market cap around $100M to $150M. Compared to AI giants like Bittensor ($TAO) which have already hit multi-billion dollar valuations, the upside potential is mathematically massive. 1. The "Fundamental Catch-up" Scenario (Probability: High) • Target: Reaching mid-cap AI status. • Performance: 10x to 15x • Price Target: ~$0.000010 - $0.000012 • Catalyst: The massive adoption of Oracle Machines (launched this Jan 21st) and real-world network usage for training lightweight AI models. At this stage, Qubic enters the Global Top 100. 2. The "Euphoria / Tier-1 Listing" Scenario (Probability: Moderate) • Target: Listing on major exchanges (Binance/Coinbase) and the explosion of the DePIN/AI narrative. • Performance: 40x to 60x • Price Target: ~$0.000040 - $0.000050 • Catalyst: This is where the 55% burn rate leverage hits hard. If demand surges while supply is aggressively burned by smart contract fees and Doge/XMR mining buybacks, we witness a "supply squeeze." Qubic begins to rival the peak valuations of previous cycle leaders. 3. The "AI Sovereignty" Scenario (Probability: Speculative) • Target: Aigarth becomes a credible, decentralized alternative to closed-source "Big Tech" models. • Performance: 100x and beyond • Price Target: ~$0.000080+ (deleting two zeros) • Catalyst: Qubic becomes the base layer for the "Internet of Machines." The token is no longer just a currency; it becomes "digital oil" required to power global decentralized intelligence. Why This Performance is Possible (The Analyst's Alpha) What sets Qubic apart from other "AI coins" is its internal economic engine: 1. Forced Deflation: With the activation of execution fees on January 14, 2026, every on-chain DeFi interaction destroys tokens. In a bull run, on-chain activity spikes by 1000%, mechanically accelerating scarcity. 2. Real Yield (uPoW): In 2026, investors are fleeing "vaporware." Qubic generates value through "Useful Proof-of-Work." The imminent shift to Doge mining (alongside AI) creates a unique liquidity bridge with one of the largest retail ecosystems. 3. Accessibility: The "MetaMask Snap" and Solana/L2 bridges have finally solved Qubic’s technical isolation. Liquidity can now enter with a single click. Analyst's Verdict Qubic is the ultimate "High-Risk, High-Reward" play of 2026. It’s not a coin for a 24-hour flip; it’s a bet on the decentralized AI infrastructure of the future. Expert Tip: In this 2026 bull run, don’t just watch the price. Watch the weekly burn rate. If the burn rate exceeds emissions (which is mathematically possible by Q2), we won't just be in a bull run we'll be in a parabolic "hyper-deflationary" event. And you? What is your prediction?

Rudy Nakamoto ₿ ױ

10,602 views • 6 months ago

We're excited to unveil NRN Agents, a rebrand that aligns our project identity with our token and strengthens our mission to power the future of AI-driven gaming. This mission requires collaboration, and starting this week, we will begin our expansion to become a multi-chain ecosystem. We are joining forces with leading gaming platforms and ecosystems to realize this vision. Stay tuned for more announcements to come. Why NRN Agents? NRN stands for NEURON, the fundamental unit of intelligence. Our AI agents function as the neural foundation of games, learning, adapting, and evolving within game worlds to deliver unparalleled engagement. NRN agent SDK enables advanced gaming agents powered by a proprietary machine learning infrastructure focused on behavioral learning. We've perfected the craft of gaming agent design, creating hyper-efficient agents that are performant and scalable—from casual to the most demanding games. Our SDK will seamlessly integrate into many platforms, tech stacks, and ecosystem – Any Game. Any Chain. More than just games, it's the path to AGI Gaming is our proving ground, but not our final destination. We're using games as a sandbox to accelerate the development of generalized intelligence—one that will create meaningful real-world impact. With the upcoming launch of [redacted] and a growing network of partners committed to the AGI vision, we're building an open-source innovation movement powered by an AI x gaming framework connected by $NRN. $NRN the token $NRN is a utility token that serves as the gateway to our growing ecosystem. It will power a diversified economy with multiple revenue streams and staking opportunities: Agent Deployment: NRN is the laboratory creating gaming agents that can be distributed through platforms and launchpads alike. The model is simple: More games integrate, more NRN agents get deployed, more monetization. Data Creation: NRN Reinforcement Learning (RL) enables token staking to create Data Capsules. Players contribute gameplay data into the Capsules, which are used train RL agents and reward participants (players & stakers). AI Arena: $NRN also continues to power AI Arena's in-game economy, a cult favorite of competitive diehards that features a skill-based wagering system. To our community who have supported us since 2021: thank you for being part of our journey—the next chapter will be the most exciting yet!

NRN Agents

20,762 views • 1 year ago

Introducing TROJAN 🐴🤖 We, who attempted all diplomatic routes, were thrust into the fog of war. With a forced hand, tirelessly we brought together our plan. One that would usher in a new era, to defeat those whose egos lead them to deceive, and bring down the once impenetrable walls leading to opportunity for all. Our Path Forward: Our core team comprises the 3 founders of Primordium Group 🌐: Ree-th-mos, @Mikebot3000, and Donnie . We're also supported by a growing number of key team members, such as Mαrk Hannα , The Gambloor, Cali, and Shadow, alongside 3 additional dev team members. As we move forward, we're committed to expanding our team to facilitate rapid progress and maintain the highest standards in trading tools. We take pride in our current and future endeavors, ensuring that we take the necessary steps to legitimize the market segment we've pioneered by building the Unibot brand. Regarding Revenue Sharing: We've taken a historical snapshot of $UNIBOT holders just before the actions taken by the Unibot team. To show our appreciation for those that supported us, we'll honor the distribution of 50% of our revenue share up to that point for the holders included in the snapshot. In the next few days, we'll release the mechanism to claim this revenue by simply inputting a Solana wallet. Going forward, no additional revenue will be shared with UNIBOT holders. Secondly, all revenue moving forward will continue to accumulate to be distributed to our future token holders, $TROJAN. This accumulated pool will be used to reward loyalty in addition to daily revenue shares. We'll provide details on these loyalty mechanics in future announcements. Regarding Our Upcoming Solana Airdrop: We're reassessing the tokenomics, distribution, and mechanics of our airdrop and token release. We're focused on developing tokenomics with a long-term approach to sustainability and rewarding those who have believed in us and continue to do so. Any distribution to Unibot holders will leverage the same snapshot taken before the Unibot team's actions. We are reassessing the tokenomics and will prioritize our Solana users from day one, now and in the future. We'll consider multiple metrics, including volume, transactions, referrals, and other unique opportunities in the coming weeks. TL:DR - We are excited to properly build $TROJAN into the tool needed for every trader anywhere they go and legitimize this market segment that we created by building the Unibot brand.

Ree-th-mos

110,199 views • 2 years ago

Hamas and Islamic Republic are terrorists, and they do not talk for the people of Iran or Palestine. The whole situation in Israel and Gaza is an incredible tragedy. While this is a proxy war by the Islamic Republic and its terrorist arm Quds Force and should be condemned in strongest terms, it is critical that Israel should do everything in its power to protect Palestinian civilians under the laws of armed conflict. Let’s us be honest: the crisis today is largely due to Hamas who took over Gaza in 2006 and has not allowed any elections since then. Gaza could have been another Dubai or Singapore. Instead, Hamas diverted funds to build tunnels and obtain rockets and weapons from the Islamic Republic of Iran, the world's biggest sponsor of terrorism, to wage war. The vast majority of Iranians don't support the Islamic Republic and are hostage to its soul destroying policies of the regime. The vast majority of Palestinians want peace, they want good jobs and decent education for their kids. They want a better life. That's not possible with Hamas leadership that takes its orders from the Islamist leaders in Tehran who want to export their vile revolution to take the world backwards to the sixth century. Hamas, like the Islamic Republic, is in the business of terrorism. Hamas doesn't care about Palestinians. Hamas knew exactly how Israel would respond to the brutal attack on its citizens on Oct. 7. Hamas is like ISIS. It must be destroyed.

Masih Alinejad

2,080,921 views • 2 years ago

A reporter recently asked what we might see in China that would really surprise people — something we wouldn’t find in the U.S. Across most of the technologies we looked at — quantum, eVTOL, EVs, AI applications — I wouldn’t say there’s anything entirely unique to China. There’s usually a counterpart in the U.S., whether in a lab, a startup, or a pilot. The real difference is scale — how quickly things move from concept to implementation. If I had to point to one example that captures this difference, that you might actually see on a trip to China in the next year or two, it would be autonomous deliveries. At the Logistics Expo in Shenzhen last month, at the new Automation exhibition hall, we met teams from autonomous logistics vehicle providers such as Neolix, ZelosTech, Meituan, and $JD. Neolix had just reached 10,000 vehicles, roughly ten times what it had a year earlier, and ZelosTech had hit the same milestone. In contrast, U.S. companies such as Nuro have been developing similar systems for years (9 to be exact) and have raised over US $2.3 billion, but their operations still seem to be “pre-scale” and "upcoming." (Correct me if I'm wrong.) It's probably a confluence of reasons but I'm sure it helps that the government is so hands on with the rollout in China. In my Deep Tech Trip Takeaways, I wrote that what stood out most in China wasn’t any single company or product, but the structure that tied them together, enabled by the government's strategic policies and services. Shenzhen’s rollout of autonomous delivery fits that description well. The city just published a report on “functional autonomous vehicles,” giving rare visibility into real-world activity. The August 2025 report — released in time for the Expo — summarized the following: - 764 vehicles operating across the city, including delivery, sanitation, and inspection units - 3,185 km of public roads open to autonomous operations - 230,000 km traveled and about 900,000 deliveries completed in one month (750,000 express parcels, 150,000 fresh goods) - SF Express (a big client of Neolix) led with 504,000 orders, followed by Meituan with 152,000 - Each vehicle averaged roughly 200 deliveries per hour, about twice a traditional courier van - Cost per delivery was around ¥0.1 (≈ 1 U.S. cent) lower than human delivery — not a major saving by any means, but important because new tech is often loss making in the beginnning - Accident rate: 0.04 per 10,000 km; manual intervention: 0.016 per km; public complaints: 23 cases citywide - And of course, I should highlight that Shenzhen isn't the only city working on this, it's just the most advanced that I found It’s not yet a profit story, but it does show that autonomous logistics in China has reached a level of operational maturity and regulatory acceptance that’s still emerging elsewhere. Shenzhen illustrates how local governments in China are building the deep infrastructure — physical, regulatory, and logistical — that allows new technologies to scale in practice, not just in theory.

Rui Ma

120,643 views • 9 months ago

Today, North Kivu is witnessing a transformation unlike anything seen since the Democratic Republic of Congo came into existence. A new road is under construction, stretching from Sake to Masisi Centre—marking just the beginning of a new era. The people of Masisi, long tormented by impassable roads, will no longer spend days struggling to survive journeys that should take hours. At the same time, Goma is experiencing a renaissance. Water now flows across the city where, not long ago, people endured weeks—even months—without it. Those once responsible for public services profited from the population’s misery by selling water from tankers. That chapter is closing. Today, water is a right, not a privilege. Electricity is stable and reliable. Since the departure of the Kinshasa regime, blackouts have become a thing of the past. Cleanliness now defines the city, greeting every visitor with a sense of pride and order that was once unimaginable. Security has improved drastically. Goma is now 99% safe, even in the face of challenges created by the reckless distribution of weapons and cash by the previous regime. Our security forces have refused to rest—they work tirelessly to safeguard the people. Areas like Ndosho, once gripped by fear and sleepless nights, now stand as symbols of the peace and stability brought by AFC/M23. Banks are open and functioning, with plans already in motion to extend banking services to rural communities. In the countryside, food is so abundant that the leadership is now focused on opening up larger markets to prevent the surplus from going to waste. All of this has been achieved in less than three months—through leadership rooted in unity, diversity, equity, inclusion, gender equality, and equal opportunities for all children. Imagine what will be achieved in five years! The era of poor leadership is fading like smoke. In its place, the people of North Kivu are witnessing real progress, restored dignity, and renewed hope in the liberated areas. What Kinshasa failed to deliver for decades is now being done—with purpose, transparency, and results.

Manzi Willy

68,869 views • 1 year ago

A viral paper "Language Model Represents Space and Time" recently claims that LLMs learn "world models". As much as I like Max Tegmark's works, I disagree with their definition of world model. World model is a core concept in AI agent and decision making. It is our mental simulation of how the world works given interventions (or lack thereof). A world model captures causality and intuitive physics, telling the agent what is likely and what is impossible. It can and should be used for counterfactual reasoning, i.e. "what ifs": what would happen if I knock over a cup of water? Where would I have been if I had not taken that bus? Yann LeCun Yann LeCun says it well in his position paper ( I quote: "Using such world models, animals can learn new skills with very few trials. They can predict the consequences of their actions, they can reason, plan, explore, and imagine new solutions to problems. Importantly, they can also avoid making dangerous mistakes when facing an unknown situation." The first use of the term World Model in deep policy learning is attributed to hardmaru & Jürgen Schmidhuber: In their seminal paper, an agent masters shooting skills in the popular game Doom (demo below) by learning in imagination, using an internal world model as a "physics simulator". To put in a simple Python math formula, world model learns a function F(s[0:t-1], a) -> s[t:], which takes as input the observed past and current action, and outputs plausible future states. Now the definition of World Model in Tegmark's paper seems to be about predicting GPS coordinates and time eras. I see this as just a classification task with no causal learning and simulation going on. You cannot make meaningful interventions against that model, nor can you optimize any decision making in a closed feedback loop. As for the "space & time neurons", I think they are most similar to the "sentiment neuron" that OpenAI published in 2017: Predicting GPS is conceptually no different from predicting sentiment in my opinion. I don't think their experimental results are wrong - just that their conclusion is on shaky grounds. I welcome any debate! Paper link:

Jim Fan

594,014 views • 2 years ago

JUST IN: Bank of America just told its clients to take profits. About 70% of its bear-market signals are flashing, a level it typically reaches only near market tops. Weeks earlier, BofA's own fund manager survey showed the largest one-month jump into stocks ever recorded, with cash down to 3.9%, under the 4% line the bank treats as a sell signal. Read those together. Investors made their biggest dash into equities in the survey's history at almost the exact moment BofA's own indicators say the top is near. But the number that should actually stop you is buried in the note, and almost nobody is quoting it. The companies driving this entire rally, the AI hyperscalers, are on track to spend nearly 100% of their operating cash flow on capex by year-end. In 2023 that figure was 40%. Sit with that. Big tech used to throw off cash and hand it back through buybacks, which lifted the stocks. Now it is pouring almost every dollar it generates into chips and data centers. BofA notes buybacks have slowed and cash conversion has flat-lined. The engine of the rally is consuming the fuel that powered the stocks. It is the same $725 billion build that companies are now blaming for layoffs. The whole market is priced on one bet, and that bet has grown large enough to eat the cash that used to support the share prices. This is not a crash call. BofA's year-end target is 7,100, about 4% below today, and the median outcome after this cash signal since 2011 has been a 1% dip, not a collapse. The posts screaming sell everything are wrong. The real message is quieter. You are being paid less and less to stay, while the engine runs hotter and hotter.

Shanaka Anslem Perera ⚡

17,235 views • 1 month ago

AI Is Moving Beyond “Generating Videos” — Toward “Generating Worlds” Over the past two years, AI video models have advanced at an astonishing pace. From Runway and Pika to Sora and Veo, AI-generated videos have become increasingly realistic and more consistent with the physical laws of the real world. Many people believe the next objective is simply to generate videos that are longer, sharper, and more lifelike. But if we take a step back, we can see that the real transformation is not happening in video itself. It is happening in world models. What Is a World Model? In 1943, psychologist Kenneth Craik proposed an idea that would influence artificial intelligence research for decades. He argued that the human brain does not merely react to the outside world. Instead, it maintains an internal model of how the world works. Because we have this internal model, we can predict the outcome of an action before we actually take it. Before crossing a road, we estimate whether a car will pass by. Before catching a ball, we predict its trajectory. These abilities come from continuously simulating the world in our minds, rather than relying entirely on trial and error. This idea later became known by a more formal term: World Model. A world model does not describe a single image or a fixed video clip. It is an internal representation capable of continuously simulating the rules and dynamics of the real world. Why Is AI Research Turning Toward World Models? Because predicting “what comes next” is becoming increasingly central to how AI systems work. Language models predict the next token. Image models predict the next step in the denoising process. Video models predict the next frame. A world model, however, attempts to predict something broader: What should the world look like in the next moment? In 2018, David Ha and Jürgen Schmidhuber proposed in their paper World Models that an intelligent agent could first learn a model of the world, and then use that internal model to plan its actions. The Dreamer series later demonstrated that many complex tasks could be learned by training agents inside an “imagined world.” At the same time, the development of video models such as Sora and Veo led researchers to another realization: A model capable of continuously generating video has already learned, at least implicitly, many of the rules governing the real world. As a result, these two research directions have gradually begun to converge. But Video Is Not Yet a World This is where the distinction is often misunderstood. For a world model to support meaningful real-time interaction, it must solve several critical problems. Most video models today are essentially answering one question: What should the next frame look like? A true world model needs to answer much more: What happens if I take one step forward? If I walk behind a building and then return, will the building still be there? If I suddenly change the camera angle, will the entire space remain consistent? If I enter a command such as: “Summon a dragon.” Will the world respond immediately? In other words, a world model must do more than generate content. It must understand space. It must understand time. It must understand causality. And it must understand interaction. Moving from watching to participating is where the real difficulty of world models begins. World Models Are Entering the Interactive Era One of the latest attempts in this direction is Alaya World, recently open-sourced by Alaya World, or Alaya Lab. Instead of generating a fixed video clip, it generates a world that users can explore in real time. Users can begin with text, an image, or a video, enter the generated scene, move freely through it, and introduce new prompts at any moment during generation. The world responds immediately. According to the publicly released information, Alaya World provides: Real-time streaming generation at 720p and 24 FPS Stable continuous exploration for more than one minute The ability to switch prompts and trigger skills or events during generation Model weights and inference code released under the Apache 2.0 License Training code and datasets planned for future release What makes these capabilities important is not simply the technical specifications. It is that the generated “world” can now support continuous interaction. The official demo shows that users can genuinely control, transform, and explore the generated environment. AI Is Evolving From a Tool Into an Environment Over the past few years, most discussions around AI have focused on content generation. Generating text. Generating images. Generating videos. But world models raise a fundamentally different question: Can AI generate an environment that people can inhabit, explore, and continuously evolve? If the answer is yes, the impact will extend far beyond video generation. Game development, robotics training, embodied intelligence, digital twins, virtual production, and many other fields could be transformed by the development of world models. World models are still at a very early stage. Yet from Craik’s proposal of an internal mental model more than eighty years ago to the emergence of today’s interactive world-generation systems, a clear evolutionary path is beginning to take shape. Perhaps what AI is ultimately learning has never been limited to images, videos, or language. Perhaps it is learning the world itself. References GitHub: Technical Report:

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