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I am stocked to announce that I won the OpenAI Developers Codex x Mollie Hacka Worldwide Hackathon in Paris. 60+ builders, every one of us working solo, one day to ship. I built mine around a single question: who gets to own intelligence? The default answer is scary. You... hand your data to a handful of labs, they train the model, they own it, and you rent back a thin slice of what your own data made possible. That is the bargain on the table today. I do not accept it. So I built Lensemble: a Tapestry like distributed training platform for JEPA based World Models. What does it enable: World Models that a community improves together, keeps sovereign, and co-owns. Two bets sit underneath it. First, the paradigm. Language models predict the next token. Powerful for text, a dead end for the physical world. A robot does not need to autocomplete sentences, it needs to predict what happens next in the world. That is what JEPA does: it learns by predicting representations instead of pixels or tokens. I am convinced world models are the most underrated paradigm in AI right now, and the closest thing we have to a ChatGPT moment for robotics. Second, the politics. Your raw trajectories never leave your machine. Each participant trains locally against a shared protocol and ships only an update, never the data. A federated round folds those updates into one shared world model, a LeWorldModel based model, and the gain is measured, not claimed: a 12k-parameter adapter on a frozen backbone, held-out prediction error down about 12 percent, the model measurably less surprised by the world. Then the upside is split by contribution weight, so the people who improved the model own a share of what it earns. This is the thesis behind Project Tapestry, the AI Alliance and Yann LeCun's push for federated, sovereign frontier AI, carried into world models and robotics. Call it Tapestry for the physical world. All of it built solo, in a single day, with Codex as my pair the whole way. Thank you to OpenAI Codex and Mollie for backing builders who ship real things, and to Boris and the organizing crew for the room and the standard you set. Intelligence the world improves, and the world owns. That is the future I want for my kids, and the one I will keep building.show more

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SITUATION EXPLAINED: A new generation of AI labs are betting that world models are the path to general intelligence that can interact with the real world. We had General Intuition CEO Pim de Witte on MTS to explain what world models are, and why intuitively world models offer a clearer path towards general intelligence than LLMs. For humans, text is a technology for compressing information about the unfolding, three-dimensional world around us and communicating it to other people. When LLMs reason about the world, they do so by reconstructing the world through text. World models work by modeling the three-dimensional world at the architecture level and then allowing agents to interact with that world. Unlike an LLM, which understands space and time through text, world models perform spatial and temporal reasoning natively. General Intuition hopes to use world models to create embodied AI—machines that can reason and act in the real world. But other companies are also pushing the frontier in this space. Odyssey ML today announced a multi-agent world model, Agora-1. Their launch video shows four participants interacting with a real-time world model simulation of GoldenEye, a first-person shooter for the N64. A playable preview of the GoldenEye simulation is available on their site.

SITUATION EXPLAINED: A new generation of AI labs are betting that world models are the path to general intelligence that can interact with the real world. We had General Intuition CEO Pim de Witte on MTS to explain what world models are, and why intuitively world models offer a clearer path towards general intelligence than LLMs. For humans, text is a technology for compressing information about the unfolding, three-dimensional world around us and communicating it to other people. When LLMs reason about the world, they do so by reconstructing the world through text. World models work by modeling the three-dimensional world at the architecture level and then allowing agents to interact with that world. Unlike an LLM, which understands space and time through text, world models perform spatial and temporal reasoning natively. General Intuition hopes to use world models to create embodied AI—machines that can reason and act in the real world. But other companies are also pushing the frontier in this space. Odyssey ML today announced a multi-agent world model, Agora-1. Their launch video shows four participants interacting with a real-time world model simulation of GoldenEye, a first-person shooter for the N64. A playable preview of the GoldenEye simulation is available on their site.

MTS

11,641 Aufrufe • vor 3 Monaten

World Labs CEO Dr. Fei-Fei Li explains says "world model" has become an overloaded term & explains what each kind of world model does: "Right now there are three ways of calling world models when it comes to spatial intelligence." "One is what I call a renderer, when the model puts beautiful pixels on the screen." "Another kind of world model is what we call a planner. That is more for machines, more for robots." "The third kind, which I think is the linchpin of the three, is a simulator." "A simulator could become a renderer. The simulator could become a planner. But this layer is a huge critical path to unlock spatial intelligence. And that's what World Labs is working on." Fei-Fei Li at Bloomberg Tech live with Emily Chang

World Labs CEO Dr. Fei-Fei Li explains says "world model" has become an overloaded term & explains what each kind of world model does: "Right now there are three ways of calling world models when it comes to spatial intelligence." "One is what I call a renderer, when the model puts beautiful pixels on the screen." "Another kind of world model is what we call a planner. That is more for machines, more for robots." "The third kind, which I think is the linchpin of the three, is a simulator." "A simulator could become a renderer. The simulator could become a planner. But this layer is a huge critical path to unlock spatial intelligence. And that's what World Labs is working on." Fei-Fei Li at Bloomberg Tech live with Emily Chang

a16z

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Ilya Sutskever, co-founder and chief scientist of OpenAI: "The better a neural network can predict the next word, the more it understands it." Everyone calls it autocomplete. Ilya explained why that is a comforting lie. To guess the final word of a murder mystery, the name of the killer, the model has to reason through every clue in the book. Prediction that good is not statistics. It is understanding. Then he said the part that should stop you. The text these models train on is "a projection of the world," and to compress it they learn more and more about people, "the human condition, their hopes, dreams, and motivations." The machine is not memorizing our words. It is quietly building a model of us. That is the whole premise of the fear. The machine will never hate you. It understands you far better than that. The frightening variable was never the intelligence. It was the aim. I wrote the full story: the one fear about AI everyone gets wrong, and the one already here.

Ilya Sutskever, co-founder and chief scientist of OpenAI: "The better a neural network can predict the next word, the more it understands it." Everyone calls it autocomplete. Ilya explained why that is a comforting lie. To guess the final word of a murder mystery, the name of the killer, the model has to reason through every clue in the book. Prediction that good is not statistics. It is understanding. Then he said the part that should stop you. The text these models train on is "a projection of the world," and to compress it they learn more and more about people, "the human condition, their hopes, dreams, and motivations." The machine is not memorizing our words. It is quietly building a model of us. That is the whole premise of the fear. The machine will never hate you. It understands you far better than that. The frightening variable was never the intelligence. It was the aim. I wrote the full story: the one fear about AI everyone gets wrong, and the one already here.

Casper

91,838 Aufrufe • vor 29 Tagen

This is THE moment of Physical AI! We are officially announcing Cosmos 3: Omnimodal World Models for Physical AI 🚀 - Cosmos 3 is an omnimodal world model: within a unified architecture, it can understand and generate language, images, video, audio, and actions. - It is not just a VLM, not just a video generator, not just an audio-visual generative model, and not just a physics simulator / world-action model. It can understand images and videos, generate images, videos, and audio, simulate future worlds, predict actions, and generate robot policies—enabling models to truly begin to “touch the world.” - Cosmos 3 is the #1 open-weight reasoner / T2I / I2V / robot policy across many benchmarks. Huge thanks to every teammate who fought side by side on this journey—from architecture, data, training, infra, serving, and evaluation to post-training. Every part of this project carries an incredible amount of hard work. This was my first time leading a project as Tech Lead, and I feel truly fortunate. The future of Physical AI needs models that can not only “see” and “describe” the world, but also “imagine,” “simulate,” and “act”—and eventually close the loop with the real world. I hope Cosmos 3 can become an important starting point for this direction, and I’m excited to push Physical AI into its next stage together with the open-source community. Welcome to the era of Physical AI. HuggingFace: Project Website: Code:

This is THE moment of Physical AI! We are officially announcing Cosmos 3: Omnimodal World Models for Physical AI 🚀 - Cosmos 3 is an omnimodal world model: within a unified architecture, it can understand and generate language, images, video, audio, and actions. - It is not just a VLM, not just a video generator, not just an audio-visual generative model, and not just a physics simulator / world-action model. It can understand images and videos, generate images, videos, and audio, simulate future worlds, predict actions, and generate robot policies—enabling models to truly begin to “touch the world.” - Cosmos 3 is the #1 open-weight reasoner / T2I / I2V / robot policy across many benchmarks. Huge thanks to every teammate who fought side by side on this journey—from architecture, data, training, infra, serving, and evaluation to post-training. Every part of this project carries an incredible amount of hard work. This was my first time leading a project as Tech Lead, and I feel truly fortunate. The future of Physical AI needs models that can not only “see” and “describe” the world, but also “imagine,” “simulate,” and “act”—and eventually close the loop with the real world. I hope Cosmos 3 can become an important starting point for this direction, and I’m excited to push Physical AI into its next stage together with the open-source community. Welcome to the era of Physical AI. HuggingFace: Project Website: Code:

Max Zhaoshuo Li 李赵硕

1,078,418 Aufrufe • vor 2 Monaten

Your faith was forged in people who would rather be exterminated than assimilated. A soft version of it, eager to be liked and desperate to fit in, is not the thing they died to hand you. So stop striving to be liked. Stop angling to be loved by a world that drove your fathers into the snow. That world would think no better of the gospel today than it did in 1838. Stop trying to file down every peculiar and glorious edge of the Restoration until the world finally finds you acceptable. It never will. And the wanting of its approval is the slow death of everything your people bled to preserve. I am thinking of the proclamation on the family, and of how many have quietly gone looking for a way around it. Some say it aloud now. Some march under the world's Pride banners and tell themselves it is only love. They have done the quiet arithmetic and concluded that if they give the world this one doctrine, the world will finally stop hating them, finally let them belong, finally call them good. It does not work that way. It has never once worked that way. Understand what the world actually hates, because it is not a single teaching about marriage that it cannot abide. It is the claim. It is the unbearable, scandalous claim that the keys of the priesthood were restored to the earth, that there is a prophet who speaks for God, that this and no other is the authorized house of the Lord. That is the offense. That is what it cannot forgive. You could surrender every doctrine the world finds distasteful, one after another, and you would not buy a single hour of peace, because the thing it objects to is not your position on this or that. It is that you claim to hold the authority of heaven, and it intends to see that claim humbled. The doctrine is only the doorway it is pushing on. The house is what it wants. Embrace the truth. Embrace the battle that has always come with it, because there has always been a battle, and there is one now. It is the oldest war there is, good against evil, light against the dark, and you were born onto its field whether you wished to be or not. You did not inherit a museum. You inherited a war, and a banner, and a people who never once surrendered it. You are a Mormon. The blood of the persecuted is in you, and the truth they died for is in your hands. You are not tourists. You are not spectators. You are the heirs of warriors, and the line they held is now yours to hold. So plant your feet on the ground they bled for. Lift the banner they would not drop.

Your faith was forged in people who would rather be exterminated than assimilated. A soft version of it, eager to be liked and desperate to fit in, is not the thing they died to hand you. So stop striving to be liked. Stop angling to be loved by a world that drove your fathers into the snow. That world would think no better of the gospel today than it did in 1838. Stop trying to file down every peculiar and glorious edge of the Restoration until the world finally finds you acceptable. It never will. And the wanting of its approval is the slow death of everything your people bled to preserve. I am thinking of the proclamation on the family, and of how many have quietly gone looking for a way around it. Some say it aloud now. Some march under the world's Pride banners and tell themselves it is only love. They have done the quiet arithmetic and concluded that if they give the world this one doctrine, the world will finally stop hating them, finally let them belong, finally call them good. It does not work that way. It has never once worked that way. Understand what the world actually hates, because it is not a single teaching about marriage that it cannot abide. It is the claim. It is the unbearable, scandalous claim that the keys of the priesthood were restored to the earth, that there is a prophet who speaks for God, that this and no other is the authorized house of the Lord. That is the offense. That is what it cannot forgive. You could surrender every doctrine the world finds distasteful, one after another, and you would not buy a single hour of peace, because the thing it objects to is not your position on this or that. It is that you claim to hold the authority of heaven, and it intends to see that claim humbled. The doctrine is only the doorway it is pushing on. The house is what it wants. Embrace the truth. Embrace the battle that has always come with it, because there has always been a battle, and there is one now. It is the oldest war there is, good against evil, light against the dark, and you were born onto its field whether you wished to be or not. You did not inherit a museum. You inherited a war, and a banner, and a people who never once surrendered it. You are a Mormon. The blood of the persecuted is in you, and the truth they died for is in your hands. You are not tourists. You are not spectators. You are the heirs of warriors, and the line they held is now yours to hold. So plant your feet on the ground they bled for. Lift the banner they would not drop.

Kirk Rollins

30,483 Aufrufe • vor 2 Monaten

Today at Stanford, Fei-Fei Li (Fei-Fei Li),Cofounder/CEO World Labs, gave one of the clearest explanations I’ve heard of what a World Model really is. She broke it down into three layers: 1️⃣ Rendering — What does the world look like? This is where most of today’s video generation models operate: generating increasingly realistic and beautiful pixels. The question is: Can AI generate what the world looks like? The primary consumer is humans. 2️⃣ Simulation — How does the world actually work? Fei-Fei gave a simple example: “How will this bottle move? If I pour the water out, how will the water flow?” This goes far beyond generating something that looks realistic. The model needs to understand physics, spatial relationships, cause and effect, and how the world changes over time. The consumers are both humans and machines. 3️⃣ Planning — What should happen next? This is where things get really interesting. AI doesn't just render the world or simulate what might happen. It uses its understanding of the world to decide: What should I do next? At this layer, the primary consumer is the machine itself. And this connects directly to two enormous opportunities: Autonomous driving and robotics. The progression is powerful: Rendering → Simulation → Planning The real promise of World Models isn't simply generating better videos. It's building AI that can understand the world, predict what happens next, and ultimately take intelligent action in the physical world.

Today at Stanford, Fei-Fei Li (Fei-Fei Li),Cofounder/CEO World Labs, gave one of the clearest explanations I’ve heard of what a World Model really is. She broke it down into three layers: 1️⃣ Rendering — What does the world look like? This is where most of today’s video generation models operate: generating increasingly realistic and beautiful pixels. The question is: Can AI generate what the world looks like? The primary consumer is humans. 2️⃣ Simulation — How does the world actually work? Fei-Fei gave a simple example: “How will this bottle move? If I pour the water out, how will the water flow?” This goes far beyond generating something that looks realistic. The model needs to understand physics, spatial relationships, cause and effect, and how the world changes over time. The consumers are both humans and machines. 3️⃣ Planning — What should happen next? This is where things get really interesting. AI doesn't just render the world or simulate what might happen. It uses its understanding of the world to decide: What should I do next? At this layer, the primary consumer is the machine itself. And this connects directly to two enormous opportunities: Autonomous driving and robotics. The progression is powerful: Rendering → Simulation → Planning The real promise of World Models isn't simply generating better videos. It's building AI that can understand the world, predict what happens next, and ultimately take intelligent action in the physical world.

PaulFang

10,707 Aufrufe • vor 9 Tagen

I've become a missionary with one message. Every time I meet a young person, the same words: have children, get married, build a family. I did not decide on this calling. It overtook me. And it overtook me for a single reason. I had no idea. I genuinely did not understand how much joy, how much meaning, how much sheer beauty pours out of a child until I was holding one of my own and felt the floor of my life drop into something deeper than I knew was there. I grew up white, affluent, secular, comfortable, and insulated. That world does not put babies in front of you. None of my friends were starting families. Out of my whole circle, almost no one has a big one. We were not formed by the presence of children. We were formed by their absence, by the strange quiet of homes built for two careers and no cradle. And a person believes what his world shows him. So we believed. What we believed was a lie. It is a lie with an author, and that the author is the enemy of joy himself. It is the gospel of the world, and its commandment is wait. Wait until you are older. Wait until the career is built and the savings are stacked and the twenties are properly spent. Enjoy your freedom. You are not ready. It does not arrive sounding like temptation. It arrives sounding like wisdom, like prudence, like the responsible thing, and that is exactly why it works. The most effective lies are the ones that wear the face of virtue. And the maddening thing is that it collapses from every angle at once. It is not rooted in biology, because the body is made for this work precisely in the years we are told to postpone it. The flesh keeps a calendar the culture pretends not to see. And it is not rooted in theology either. You will not find this deferral anywhere in the Christian imagination, in any of the fathers, in any of the scriptures. So choose whatever lens you like. Take the cold secular measure or the ancient sacred one. By either light the counsel is rotten. It is bad for the body and bad for the soul and bad for the society downstream of both. This is why I have come to see it as one of the central tragedies of my generation. Every age carries its own wound. The Great Depression was a depression of bread, a scarcity in the world of matter, hunger you could measure. Ours is a depression of a different order. It is a famine of the spirit in the middle of abundance. We have more than any people who ever lived and we are starving in a way our ancestors would not recognize, because the thing we are refusing cannot be bought and cannot be banked. The ones most made to give and receive this love are quietly declining it. They are walking away from the one inheritance that actually compounds, and the cruelest part is that they do not feel the loss as loss. You cannot grieve what you were taught not to want. That is the deepest cut of it. The lie does not only steal the thing. It steals the capacity to know the thing was stolen. A man can spend his whole life on the far side of a door he never knew was a door, mistaking the wall for the edge of the world. Because this beauty is not ordinary beauty. It is not the pleasure of a good meal or a clear morning. It is participation in something that comes down from above, the same generative love that spoke everything out of nothing and called it good. To make a person, to be undone and remade by loving that person more than your own life, is to be drawn for a moment inside the very act that holds the cosmos together. A child does not merely add to your life. A child reorders the soul. It teaches you what you are by asking everything of you, and you discover, kneeling there exhausted at three in the morning, that you had a capacity for self gift you never suspected, a depth in yourself you had no other way to reach. In the Gospel of John, on the last night, Jesus prays, these things I have spoken to you that my joy may be in you, and that your joy may be complete. And I have come to understand why family is the road into that fullness, why it is not one path among many but the one most fitted to the shape of the promise. Consider who is praying. Christ does not come to us as a lone figure dropped out of the sky. He comes out of a family older than the world, the eternal communion of Father and Son, the love between them so total and so alive that theologians dared to call it a third person. Before there was anything, there was a family. The deepest fact about reality is not a force or a law or a void. It is a household. It is begetting and being begotten, giving and receiving, a Father who is only a Father because there is a Son. So when Jesus speaks of joy made complete, he is not pointing away from family toward something higher. He is pointing toward the very thing he came from, the life he has known from eternity and came to share. His joy is the joy of belonging utterly to a Father and pouring himself out for those he loves. When you marry, when you bring a child into the world, when you wear yourself down in the small unseen labors of a home, you are not stepping outside that divine life. You are stepping into a small image of it. Your family is a created echo of an uncreated one. The love you give your child rhymes with the love the Father has for the Son. The exhaustion, the tenderness, the way a parent would tear the sky open to protect a sleeping infant, all of it is the heavens pressed faintly into flesh, the eternal household leaving its fingerprint on yours. That is why the joy is not merely added to family but completed in it. We were made in the image of a God who is, at his very root, relation and gift and generation. To found a family is to do the most Godlike thing a creature can do, to participate from below in the begetting that God does from all eternity. Your home becomes a window. Through it, dimly and imperfectly, you glimpse the country you came from and are going to. And now a word for the young people reading this, the ones who do not yet have children. I want to tell you what it is like from where I stand. When I am out somewhere, a restaurant, anywhere, and a large family comes through the door, the noise and the chaos and the small bodies of them, something happens in me on two levels at once. The first is joy. A pure gladness at the sight, the way you feel watching something good and alive. But underneath it, almost in the same instant, a sadness reaches up and takes hold of my heart. Because I know now, at my age, after my own years of waiting, that I will never have that. I will never know the particular fruit of a family that large, the fullness of that table, the weight of all those lives gathered under one roof. The door to it has quietly closed, and I felt it close. And I am telling you plainly, because I love you and have no reason to lie to you: you will feel this too. You will. The day will come when you see what you passed up, and you will recognize the ache for what it is, and it will be too late to answer it. So please, learn from a man who got it wrong. Let my regret be worth something by becoming your wisdom. Do not wait yourself into a grief you cannot undo. Choose now, while the door is open, so that you may step into a joy that does not end.

I've become a missionary with one message. Every time I meet a young person, the same words: have children, get married, build a family. I did not decide on this calling. It overtook me. And it overtook me for a single reason. I had no idea. I genuinely did not understand how much joy, how much meaning, how much sheer beauty pours out of a child until I was holding one of my own and felt the floor of my life drop into something deeper than I knew was there. I grew up white, affluent, secular, comfortable, and insulated. That world does not put babies in front of you. None of my friends were starting families. Out of my whole circle, almost no one has a big one. We were not formed by the presence of children. We were formed by their absence, by the strange quiet of homes built for two careers and no cradle. And a person believes what his world shows him. So we believed. What we believed was a lie. It is a lie with an author, and that the author is the enemy of joy himself. It is the gospel of the world, and its commandment is wait. Wait until you are older. Wait until the career is built and the savings are stacked and the twenties are properly spent. Enjoy your freedom. You are not ready. It does not arrive sounding like temptation. It arrives sounding like wisdom, like prudence, like the responsible thing, and that is exactly why it works. The most effective lies are the ones that wear the face of virtue. And the maddening thing is that it collapses from every angle at once. It is not rooted in biology, because the body is made for this work precisely in the years we are told to postpone it. The flesh keeps a calendar the culture pretends not to see. And it is not rooted in theology either. You will not find this deferral anywhere in the Christian imagination, in any of the fathers, in any of the scriptures. So choose whatever lens you like. Take the cold secular measure or the ancient sacred one. By either light the counsel is rotten. It is bad for the body and bad for the soul and bad for the society downstream of both. This is why I have come to see it as one of the central tragedies of my generation. Every age carries its own wound. The Great Depression was a depression of bread, a scarcity in the world of matter, hunger you could measure. Ours is a depression of a different order. It is a famine of the spirit in the middle of abundance. We have more than any people who ever lived and we are starving in a way our ancestors would not recognize, because the thing we are refusing cannot be bought and cannot be banked. The ones most made to give and receive this love are quietly declining it. They are walking away from the one inheritance that actually compounds, and the cruelest part is that they do not feel the loss as loss. You cannot grieve what you were taught not to want. That is the deepest cut of it. The lie does not only steal the thing. It steals the capacity to know the thing was stolen. A man can spend his whole life on the far side of a door he never knew was a door, mistaking the wall for the edge of the world. Because this beauty is not ordinary beauty. It is not the pleasure of a good meal or a clear morning. It is participation in something that comes down from above, the same generative love that spoke everything out of nothing and called it good. To make a person, to be undone and remade by loving that person more than your own life, is to be drawn for a moment inside the very act that holds the cosmos together. A child does not merely add to your life. A child reorders the soul. It teaches you what you are by asking everything of you, and you discover, kneeling there exhausted at three in the morning, that you had a capacity for self gift you never suspected, a depth in yourself you had no other way to reach. In the Gospel of John, on the last night, Jesus prays, these things I have spoken to you that my joy may be in you, and that your joy may be complete. And I have come to understand why family is the road into that fullness, why it is not one path among many but the one most fitted to the shape of the promise. Consider who is praying. Christ does not come to us as a lone figure dropped out of the sky. He comes out of a family older than the world, the eternal communion of Father and Son, the love between them so total and so alive that theologians dared to call it a third person. Before there was anything, there was a family. The deepest fact about reality is not a force or a law or a void. It is a household. It is begetting and being begotten, giving and receiving, a Father who is only a Father because there is a Son. So when Jesus speaks of joy made complete, he is not pointing away from family toward something higher. He is pointing toward the very thing he came from, the life he has known from eternity and came to share. His joy is the joy of belonging utterly to a Father and pouring himself out for those he loves. When you marry, when you bring a child into the world, when you wear yourself down in the small unseen labors of a home, you are not stepping outside that divine life. You are stepping into a small image of it. Your family is a created echo of an uncreated one. The love you give your child rhymes with the love the Father has for the Son. The exhaustion, the tenderness, the way a parent would tear the sky open to protect a sleeping infant, all of it is the heavens pressed faintly into flesh, the eternal household leaving its fingerprint on yours. That is why the joy is not merely added to family but completed in it. We were made in the image of a God who is, at his very root, relation and gift and generation. To found a family is to do the most Godlike thing a creature can do, to participate from below in the begetting that God does from all eternity. Your home becomes a window. Through it, dimly and imperfectly, you glimpse the country you came from and are going to. And now a word for the young people reading this, the ones who do not yet have children. I want to tell you what it is like from where I stand. When I am out somewhere, a restaurant, anywhere, and a large family comes through the door, the noise and the chaos and the small bodies of them, something happens in me on two levels at once. The first is joy. A pure gladness at the sight, the way you feel watching something good and alive. But underneath it, almost in the same instant, a sadness reaches up and takes hold of my heart. Because I know now, at my age, after my own years of waiting, that I will never have that. I will never know the particular fruit of a family that large, the fullness of that table, the weight of all those lives gathered under one roof. The door to it has quietly closed, and I felt it close. And I am telling you plainly, because I love you and have no reason to lie to you: you will feel this too. You will. The day will come when you see what you passed up, and you will recognize the ache for what it is, and it will be too late to answer it. So please, learn from a man who got it wrong. Let my regret be worth something by becoming your wisdom. Do not wait yourself into a grief you cannot undo. Choose now, while the door is open, so that you may step into a joy that does not end.

Kirk Rollins

77,958 Aufrufe • vor 2 Monaten

Eric Schmidt was asked a technical question about open source and answered with the map of the next fifty years. The winner won’t be the smartest model. It’ll be the one four billion people never had to choose. Schmidt: “China is competing with open weights and open training data, and the US is largely and majority focused on closed weights, closed data.” That isn’t a product decision. It’s a distribution decision. And distribution has beaten quality in every contest that ever mattered. Schmidt: “The majority of the world, think of it as the Belt and Road initiative, are going to use Chinese models and not American models.” The first Belt and Road was ports, rail, and highways. This one doesn’t get poured. It gets downloaded. Every piece of infrastructure ever built was indifferent to what moved across it. A road doesn’t tell you where to go. A model does. Schmidt: “The American models are typically using 16-bit precision for their training. The Chinese are pushing 8 and now even 4.” Every bit they drop is a cheaper device that can run it. We cut off their chips to slow them down. Scarcity made their models small. Small is what crosses a border. We designed their advantage. Not better. Present. America is building the best model on earth and metering it. China is building one that’s good enough and giving it away. A model isn’t software. It’s a compressed set of judgments about what’s true, what’s askable, and what a reasonable answer sounds like. Install that as a country’s default and you haven’t sold them a tool. You’ve set the limits of what occurs to them. That isn’t censorship. Censorship leaves a mark. A question that never occurs to you doesn’t feel like a restriction. It feels like the edge of the world. Every empire before this one had to teach the world its language first. Missionaries, schoolteachers, garrisons, printing presses. Every one of them ran through a human being who could hesitate, doubt, or be talked out of it. AI arrives already speaking yours. It doesn’t ask you to change. It changes you in your own voice. The first ideology in history that doesn’t need believers. It only needs to be installed. Schmidt: “I’d much rather have the proliferation of large language models and that learning be done based on Western values.” He’s right, and we’re playing it backwards. We treat openness like a giveaway, as if the weights were the crown jewels. Openness is the one advantage an authoritarian can’t copy. An open model can be read, probed, and torn apart by anyone who doubts it. A system that has to control the answer can never afford to publish the reasoning. China opens its weights to spread them. America could open its weights to be trusted. Only one of those compounds. A closed American model wins the benchmark. An open American model wins the default. Centuries get built out of defaults. Schmidt: “We also have to watch to make sure that the proliferation of these models for handheld devices is under American control.” That’s the ground. Not data centers. Not cloud contracts. Pockets. The frontier race has five contenders and the whole world watching. This one has no audience at all. It plays out on hardware too cheap to run an American model, and goes to whoever bothered to show up. We keep asking who reaches AGI first. The question that settles the century is smaller and much harder to take back. Four billion people are going to ask a machine what happened in their own country. Whose answer do they get? Nobody votes on that. It’s decided by whatever was already installed. America has the best AI ever built. The only way to lose this era is to keep it.

Eric Schmidt was asked a technical question about open source and answered with the map of the next fifty years. The winner won’t be the smartest model. It’ll be the one four billion people never had to choose. Schmidt: “China is competing with open weights and open training data, and the US is largely and majority focused on closed weights, closed data.” That isn’t a product decision. It’s a distribution decision. And distribution has beaten quality in every contest that ever mattered. Schmidt: “The majority of the world, think of it as the Belt and Road initiative, are going to use Chinese models and not American models.” The first Belt and Road was ports, rail, and highways. This one doesn’t get poured. It gets downloaded. Every piece of infrastructure ever built was indifferent to what moved across it. A road doesn’t tell you where to go. A model does. Schmidt: “The American models are typically using 16-bit precision for their training. The Chinese are pushing 8 and now even 4.” Every bit they drop is a cheaper device that can run it. We cut off their chips to slow them down. Scarcity made their models small. Small is what crosses a border. We designed their advantage. Not better. Present. America is building the best model on earth and metering it. China is building one that’s good enough and giving it away. A model isn’t software. It’s a compressed set of judgments about what’s true, what’s askable, and what a reasonable answer sounds like. Install that as a country’s default and you haven’t sold them a tool. You’ve set the limits of what occurs to them. That isn’t censorship. Censorship leaves a mark. A question that never occurs to you doesn’t feel like a restriction. It feels like the edge of the world. Every empire before this one had to teach the world its language first. Missionaries, schoolteachers, garrisons, printing presses. Every one of them ran through a human being who could hesitate, doubt, or be talked out of it. AI arrives already speaking yours. It doesn’t ask you to change. It changes you in your own voice. The first ideology in history that doesn’t need believers. It only needs to be installed. Schmidt: “I’d much rather have the proliferation of large language models and that learning be done based on Western values.” He’s right, and we’re playing it backwards. We treat openness like a giveaway, as if the weights were the crown jewels. Openness is the one advantage an authoritarian can’t copy. An open model can be read, probed, and torn apart by anyone who doubts it. A system that has to control the answer can never afford to publish the reasoning. China opens its weights to spread them. America could open its weights to be trusted. Only one of those compounds. A closed American model wins the benchmark. An open American model wins the default. Centuries get built out of defaults. Schmidt: “We also have to watch to make sure that the proliferation of these models for handheld devices is under American control.” That’s the ground. Not data centers. Not cloud contracts. Pockets. The frontier race has five contenders and the whole world watching. This one has no audience at all. It plays out on hardware too cheap to run an American model, and goes to whoever bothered to show up. We keep asking who reaches AGI first. The question that settles the century is smaller and much harder to take back. Four billion people are going to ask a machine what happened in their own country. Whose answer do they get? Nobody votes on that. It’s decided by whatever was already installed. America has the best AI ever built. The only way to lose this era is to keep it.

Dustin

12,094 Aufrufe • vor 23 Tagen

Klaus Schwab Tells the World to Get Ready for a Transhumanist Future “Just think of the power,” he says, “of the combination of artificial intelligence, quantum computing, and big data.” Schwab, founder and executive chairman of the World Economic Forum (WEF), predicts in ten years, the world “will be completely different from what it is now.” “I think we have to be prepared for a world where we see a fusion of our physical, our digital, and our biological dimensions. So, it will be a world integrating the physical, biological, and the digital dimensions.”

Klaus Schwab Tells the World to Get Ready for a Transhumanist Future “Just think of the power,” he says, “of the combination of artificial intelligence, quantum computing, and big data.” Schwab, founder and executive chairman of the World Economic Forum (WEF), predicts in ten years, the world “will be completely different from what it is now.” “I think we have to be prepared for a world where we see a fusion of our physical, our digital, and our biological dimensions. So, it will be a world integrating the physical, biological, and the digital dimensions.”

The Vigilant Fox 🦊

136,643 Aufrufe • vor 2 Jahren

This is not for people who build World Models. I get an exclusive look inside one of the best AI labs in the world in Silicon Valley, Institute of Foundation Models, and talk with Hector Liu, Hector Liu, who leads World Model research there. These will be the “brains” of humanoid robots, and the key tech for all sorts of other things. I met with him to try to figure out how far away a truly generalized robot is. More on this lab and what they do at:

This is not for people who build World Models. I get an exclusive look inside one of the best AI labs in the world in Silicon Valley, Institute of Foundation Models, and talk with Hector Liu, Hector Liu, who leads World Model research there. These will be the “brains” of humanoid robots, and the key tech for all sorts of other things. I met with him to try to figure out how far away a truly generalized robot is. More on this lab and what they do at:

Robert Scoble

33,984 Aufrufe • vor 1 Monat

Using Claude Fable 5, I built a model that predicts the entire 2026 FIFA world cup.. every single game, not just the final.. so let me break the whole thing down. what it does, how it works, and exactly how i built it.. #1 First what it does: it predicts all 104 games of the tournament. not just who lifts the trophy, but every group match, every knockout, the full path from the round of 32 to the final.. everything lands in one dashboard: > group stage, every match with each team's win % and the chance of a draw > standings, how all 12 groups are projected to finish > bracket, the full knockout tree with each team's odds of advancing > champion odds, who's most likely to actually win it all and it doesn't freeze after one prediction. the moment a real game is played, it locks that result in and re-runs everything around it. so the odds move live as the tournament goes, week by week you watch favorites rise and contenders collapse. #2. How it works: the core idea is simple. the model only ever predicts one thing, a single match. the real trick is the repetition. it learns from decades of match history, then plays the whole tournament out from the first game to the final, tens of thousands of times. each run it records who advanced and who won. do that enough and you stop getting one guess and start getting real odds, one team lifts the trophy in maybe 14% of the runs, another in 9%, and so on. #3. So, how i built it ? i didn't hand-write most of the code. i broke the project into 4 pieces, described each one to fable, and let it build while i focused on getting the football logic exactly right. - The data every international match going back over a century, around 50,000 games, plus each team's elo rating, which is the truest measure of strength, and the official 2026 schedule. garbage data means garbage predictions, so this part mattered most. - The features i turned that raw history into signals the model can learn from, the elo gap between the two teams, recent form, goals scored and conceded, and a home boost for the hosts, usa, canada and mexico. - The model for each match it predicts the expected goals for both sides, then turns that into win, draw and loss probabilities plus a likely scoreline. that's what feeds the simulation. - The tournament engine this was the hard part. the 2026 world cup is brand new, 48 teams, 12 groups, a round of 32 that's never existed before, and 8 "best third-placed" teams that slot into the bracket by a fixed fifa table. even the group tiebreakers changed this year, head to head now counts before goal difference. get any of it wrong and the whole bracket falls apart, so i built it carefully and tested the format until it was exact, then wrapped it in a simulation loop that plays the tournament out tens of thousands of times. and the last piece, the live part. as real results come in, they get locked, and only the unplayed games get re-simulated. that's what makes it a living model instead of a one-time prediction. all of it outputs to a clean dashboard you can actually read and screenshot.. right now, before kickoff, it already has a clear favorite to lift the trophy.. 👀 btw who's your pick to win the 2026 world cup?

Axel Bitblaze 🪓

63,666 Aufrufe • vor 2 Monaten

This world is exhausting. When you see the world for what it really is- the evil, the corruption, the lies- it is a heavy burden to carry around. And when your family, friends, coworkers don’t see the world like you do and think you are the crazy one, it can be tiring. This world is no longer the same, and I don’t know about anyone else, but I am so ready for Jesus to come back 🙌🏻

This world is exhausting. When you see the world for what it really is- the evil, the corruption, the lies- it is a heavy burden to carry around. And when your family, friends, coworkers don’t see the world like you do and think you are the crazy one, it can be tiring. This world is no longer the same, and I don’t know about anyone else, but I am so ready for Jesus to come back 🙌🏻

Ashley Hays

131,440 Aufrufe • vor 1 Jahr

🚨 Sec. Marco Rubio just NAILED IT: "One of the criticisms you sometimes hear of communism is that it 'sounds good in theory, but it never works in practice.'" "That's actually NOT TRUE. Communism does NOT sound good in theory. The world that envisions for all of us is small, flat, gray, leveled of all exception, drained of all that is good and noble in the human soul." "The world that envisions is a world without courage, a world without creativity, or ambition, a world without heroes, or glory, or great causes to strive towards, without a world without miracles, without men who rise above the rest to do incredible and extraordinary things." "And the world communism envisions is a world without God." "For these architects of revolutionary violence, the towering achievement of our civilization, for them, it's an unbearable humiliation, a reminder of what they cannot do and a reminder of what they cannot be. So they choose instead to destroy." 💯

🚨 Sec. Marco Rubio just NAILED IT: "One of the criticisms you sometimes hear of communism is that it 'sounds good in theory, but it never works in practice.'" "That's actually NOT TRUE. Communism does NOT sound good in theory. The world that envisions for all of us is small, flat, gray, leveled of all exception, drained of all that is good and noble in the human soul." "The world that envisions is a world without courage, a world without creativity, or ambition, a world without heroes, or glory, or great causes to strive towards, without a world without miracles, without men who rise above the rest to do incredible and extraordinary things." "And the world communism envisions is a world without God." "For these architects of revolutionary violence, the towering achievement of our civilization, for them, it's an unbearable humiliation, a reminder of what they cannot do and a reminder of what they cannot be. So they choose instead to destroy." 💯

Eric Daugherty

354,479 Aufrufe • vor 1 Monat

Why LLMs are a dead end for human-level intelligence, and especially for Physical AI / Robotics. The next leap isn’t bigger language models. It’s World Models. I just dropped a full 1-hour presentation from Shanghai: “World Models: the ChatGPT moment for robotics?” → Why LLMs hit a wall → Why action-conditioned world models planning in latent space are the real path → Live World Forge demo with LeWorldModel + Hugging Face LeRobot Watch here. The future of intelligence is embodied, not just chatty.

Why LLMs are a dead end for human-level intelligence, and especially for Physical AI / Robotics. The next leap isn’t bigger language models. It’s World Models. I just dropped a full 1-hour presentation from Shanghai: “World Models: the ChatGPT moment for robotics?” → Why LLMs hit a wall → Why action-conditioned world models planning in latent space are the real path → Live World Forge demo with LeWorldModel + Hugging Face LeRobot Watch here. The future of intelligence is embodied, not just chatty.

abdel

38,730 Aufrufe • vor 2 Monaten

Sam Altman just handed every startup founder a one-question autopsy. Altman: “If you’re building something on GPT-4 that a reasonable observer would say we’re going to steamroll you.” Not might. Not could. Going to. He said it with the calm of someone describing weather. Because to him it is weather. The model improves. Whatever was built on the old version’s weaknesses gets washed away. That is not strategy. That is erosion. And most founders are building on the erosion line. They find a gap in the current model. They wrap a product around it. They raise money. They hire. They scale. Then OpenAI releases the next version and the gap closes and the product has no reason to exist anymore. Altman: “When we just do our fundamental job, which is make the model better with every crank, then you get the ‘OpenAI killed my startup’ meme.” He is telling you directly. They are not hunting you. They are not even thinking about you. They are just improving the model. You happen to be standing where the improvement lands. That is the part founders refuse to hear. OpenAI does not need to compete with you. It just needs to keep doing exactly what it was already doing and your entire company disappears as a side effect. You are not a competitor. You are a temporary symptom of incomplete intelligence. The moment the intelligence completes you become nothing. Then Brad Lightcap delivered the cleanest diagnostic ever spoken in venture capital. Lightcap: “Ask if a 100x improvement in the model is something they’re excited about.” One question. The entire investment thesis reduced to a single binary. Does the next model make your company more powerful or does it make your company pointless. There is no middle ground. Lightcap: “We know the companies that come to us saying, ‘We want the next model. When is it coming out? I want to be the first to try it.’” These companies built something that feeds on intelligence. The smarter the model gets the more their product can do. They are not threatened by progress. They are starving for it. Then there are the companies Lightcap never hears from. The ones who go quiet when a new model drops. The ones who read the release notes like a death sentence. The ones privately praying the next generation takes longer because every improvement shrinks the ground beneath them. If you are hoping the model stays roughly where it is you have already told the market everything it needs to know about your company. You are not building on intelligence. You are building on the absence of it. Altman: “95% of the world should be betting on the latter category.” The latter category is simple. Assume the model keeps getting better at the pace it has been getting better. Build for that world. Not the world where GPT-4 is the ceiling. The world where GPT-4 is the floor and the ceiling has not been built yet. Then Altman told a story that should be framed on the wall of every startup in the country. A medical AI company came to him that morning. They were not complaining about the model. They were not worried about being replaced. They were demanding it improve faster. Altman: “Here’s how many people are dying every day you delay.” That is what alignment with the trajectory looks like. A company so deeply built on intelligence improving that every day the model stays the same is a day someone dies who did not have to. They are not building on a flaw. They are building on a future that has not arrived fast enough. That is the difference. The wrapper startup patches what the model cannot do today. The real company builds what the model will unlock tomorrow. One is running from the train. The other is laying the track. Altman told you the train is not slowing down. Lightcap told you exactly how to know which side you are on. One question. Does a 100x smarter model make you more valuable or erase you. If you had to pause before answering you already did.

Sam Altman just handed every startup founder a one-question autopsy. Altman: “If you’re building something on GPT-4 that a reasonable observer would say we’re going to steamroll you.” Not might. Not could. Going to. He said it with the calm of someone describing weather. Because to him it is weather. The model improves. Whatever was built on the old version’s weaknesses gets washed away. That is not strategy. That is erosion. And most founders are building on the erosion line. They find a gap in the current model. They wrap a product around it. They raise money. They hire. They scale. Then OpenAI releases the next version and the gap closes and the product has no reason to exist anymore. Altman: “When we just do our fundamental job, which is make the model better with every crank, then you get the ‘OpenAI killed my startup’ meme.” He is telling you directly. They are not hunting you. They are not even thinking about you. They are just improving the model. You happen to be standing where the improvement lands. That is the part founders refuse to hear. OpenAI does not need to compete with you. It just needs to keep doing exactly what it was already doing and your entire company disappears as a side effect. You are not a competitor. You are a temporary symptom of incomplete intelligence. The moment the intelligence completes you become nothing. Then Brad Lightcap delivered the cleanest diagnostic ever spoken in venture capital. Lightcap: “Ask if a 100x improvement in the model is something they’re excited about.” One question. The entire investment thesis reduced to a single binary. Does the next model make your company more powerful or does it make your company pointless. There is no middle ground. Lightcap: “We know the companies that come to us saying, ‘We want the next model. When is it coming out? I want to be the first to try it.’” These companies built something that feeds on intelligence. The smarter the model gets the more their product can do. They are not threatened by progress. They are starving for it. Then there are the companies Lightcap never hears from. The ones who go quiet when a new model drops. The ones who read the release notes like a death sentence. The ones privately praying the next generation takes longer because every improvement shrinks the ground beneath them. If you are hoping the model stays roughly where it is you have already told the market everything it needs to know about your company. You are not building on intelligence. You are building on the absence of it. Altman: “95% of the world should be betting on the latter category.” The latter category is simple. Assume the model keeps getting better at the pace it has been getting better. Build for that world. Not the world where GPT-4 is the ceiling. The world where GPT-4 is the floor and the ceiling has not been built yet. Then Altman told a story that should be framed on the wall of every startup in the country. A medical AI company came to him that morning. They were not complaining about the model. They were not worried about being replaced. They were demanding it improve faster. Altman: “Here’s how many people are dying every day you delay.” That is what alignment with the trajectory looks like. A company so deeply built on intelligence improving that every day the model stays the same is a day someone dies who did not have to. They are not building on a flaw. They are building on a future that has not arrived fast enough. That is the difference. The wrapper startup patches what the model cannot do today. The real company builds what the model will unlock tomorrow. One is running from the train. The other is laying the track. Altman told you the train is not slowing down. Lightcap told you exactly how to know which side you are on. One question. Does a 100x smarter model make you more valuable or erase you. If you had to pause before answering you already did.

Dustin

39,109 Aufrufe • vor 4 Monaten

Jensen Huang says agentic AI is not a chatbot. It is a "digital robot" -- and the next bottleneck is not the model. It is first-person data. "Agentic AI is just a digital robot. It understands, it reasons, it plans, and it acts and uses tools." Then he makes the bigger jump: "The world's video data is from a third person, not first person. And so agentic systems, robotic systems, physical AI -- the data is the hardest problem." That is the hidden constraint in robotics. LLMs got the internet. Physical AI needs demonstrations, synthetic worlds, reinforcement learning, and first-person experience. This is why Jensen keeps calling it a stack: robots are not waiting for one magical model. They need the data engine, the simulator, the reward system, the runtime, and the computer. The next wave of AI is not just software that talks. It is software that sees, plans, acts, and eventually moves through the world.

Jensen Huang says agentic AI is not a chatbot. It is a "digital robot" -- and the next bottleneck is not the model. It is first-person data. "Agentic AI is just a digital robot. It understands, it reasons, it plans, and it acts and uses tools." Then he makes the bigger jump: "The world's video data is from a third person, not first person. And so agentic systems, robotic systems, physical AI -- the data is the hardest problem." That is the hidden constraint in robotics. LLMs got the internet. Physical AI needs demonstrations, synthetic worlds, reinforcement learning, and first-person experience. This is why Jensen keeps calling it a stack: robots are not waiting for one magical model. They need the data engine, the simulator, the reward system, the runtime, and the computer. The next wave of AI is not just software that talks. It is software that sees, plans, acts, and eventually moves through the world.

Karl Mehta

14,140 Aufrufe • vor 1 Monat

Kimi K3 dropped 3 days ago and i already used it to build my own PUBG the model that just took the number one coding spot on earth and it runs on a free tier no team no engine i just fed it free open models and assets that are already public and told it what i wanted it built the entire game itself the shooting the recoil the hit detection all of it came straight out of the model i barely wrote a line what youre watching here is the deathmatch mode and its already live battle royale is next im deep in it and the graphics get reworked right after i know it looks raw right now i wont pretend otherwise but the endgame is a build that runs perfect on phones and the moment its on mobile you drop ads in and it earns on its own the part that still gets me is my whole cost for this was a single subscription

Kimi K3 dropped 3 days ago and i already used it to build my own PUBG the model that just took the number one coding spot on earth and it runs on a free tier no team no engine i just fed it free open models and assets that are already public and told it what i wanted it built the entire game itself the shooting the recoil the hit detection all of it came straight out of the model i barely wrote a line what youre watching here is the deathmatch mode and its already live battle royale is next im deep in it and the graphics get reworked right after i know it looks raw right now i wont pretend otherwise but the endgame is a build that runs perfect on phones and the moment its on mobile you drop ads in and it earns on its own the part that still gets me is my whole cost for this was a single subscription

savip.

68,963 Aufrufe • vor 1 Monat

Satya Nadella, CEO of Microsoft, says every company now runs on two kinds of capital, and leaking one of them is a one-way door: "This economy is going to be shaped going forward by both human capital and, let's call it, this token capital. That is true for Microsoft, that is true for a new startup, that's going to be true for any bank that's been in existence for 100 years." "The interplay between human capital and token capital, and compounding the returns of it, is what you need to do." "What is the tacit knowledge of an enterprise or a firm? It's the unique ways that you're able to operate, pass judgment, have taste." "The model, in some sense, is able to extract that tacit knowledge through human trajectories, and then code it in a set of weights in a model." "Every enterprise now needs to be more mindful about that interplay of humans and their digital estate working together, those trajectories training the models that they keep as IP versus leak it." "Because if you leak it, it's a one-way door. You're done in some sense." The moat was never the data sitting in your warehouse. It was the judgment your people apply to it, and AI now turns that judgment into weights you either own or hand away. Treat your tacit knowledge like a patent, not a prompt. The firms that pipe a hundred years of taste into someone else's frontier model are trading a permanent edge for a quarter of convenience.

Satya Nadella, CEO of Microsoft, says every company now runs on two kinds of capital, and leaking one of them is a one-way door: "This economy is going to be shaped going forward by both human capital and, let's call it, this token capital. That is true for Microsoft, that is true for a new startup, that's going to be true for any bank that's been in existence for 100 years." "The interplay between human capital and token capital, and compounding the returns of it, is what you need to do." "What is the tacit knowledge of an enterprise or a firm? It's the unique ways that you're able to operate, pass judgment, have taste." "The model, in some sense, is able to extract that tacit knowledge through human trajectories, and then code it in a set of weights in a model." "Every enterprise now needs to be more mindful about that interplay of humans and their digital estate working together, those trajectories training the models that they keep as IP versus leak it." "Because if you leak it, it's a one-way door. You're done in some sense." The moat was never the data sitting in your warehouse. It was the judgment your people apply to it, and AI now turns that judgment into weights you either own or hand away. Treat your tacit knowledge like a patent, not a prompt. The firms that pipe a hundred years of taste into someone else's frontier model are trading a permanent edge for a quarter of convenience.

Karl Mehta

34,573 Aufrufe • vor 1 Monat

$Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?$

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

92,971 Aufrufe • vor 1 Monat

"We want to make sure that the US is the partner of choice for the AI stack." "We have the best chips in the world, the best models in the world, a competitive ecosystem, and the best applications in the world." "We want to create something that is so compelling and so exciting for governments and people all around the world that they will want to use our technology." - Director Michael Kratsios

"We want to make sure that the US is the partner of choice for the AI stack." "We have the best chips in the world, the best models in the world, a competitive ecosystem, and the best applications in the world." "We want to create something that is so compelling and so exciting for governments and people all around the world that they will want to use our technology." - Director Michael Kratsios

TBPN

10,386 Aufrufe • vor 8 Monaten