the OpenAI discounting is ~serious~ and is have an impact

🥕big story: Instacart is exploring a sale. talked to uber / ddash

Public statements you may have seen today about "The Information article" re OpenAI relates to the one below. Since publication, Microsoft ...

👀news: another GPU data center-related IPO is on the rocks this time SB Energy, which works w/ OpenAI & Nvidia on a gigantic site planned ...

😮 now you can apparently use Claude to do multi-agent cyberattacks against banks and more

👀news about the neocloud liquidity & credit crisis: Nvidia in talks to invest many hundreds of millions of dollars in Firmus, which just p...

new: @theinformation takes u inside Altman discussion re proposals for how the industry wants to do safety: an IAEA for AI a CERN for AI /...

models for chip design is a real thing. don't sleep on this deepseek + huawei collab

Is Anthropic nearing the release of Fable 5.5? Seems like it…

👀 👀 exposing AI customer data to the internet or other users became a real concern at SpaceX / Cursor during Grok Bot development this sum...

new existential threat to software engineers has been unlocked by cognition: token limits based on how well the engineers use the tokens…

now we know how much rev Anthropic gets from customers distilling its models: >$840m in Q3. given its overall Q3 performance, some investor...

they told me a decade ago that it would take at least a decade for the automated driving revolution to take off... long slog for Applied I...

👀 Microsoft is feeling the effects of heavy data center spending & AI talent race... prompting internal discussion around potential cost c...

news: OpenAI in acquisition talks w/cybersecurity startup Trail of Bits. in case it wasn't obvious, cybersecurity is gonna be a very big bu...

so Dario's paranoia while was at OpenAI maybe didn't go far enough? https://x.com/amir/status/2110100858830733488/photo/1 https://twitter.co...

this is China right now: "Imagine Epic Games, Apple and DoorDash were developing their own large language models now from scratch to compe...

Anthropic gross margins from inference seem great problem: nobody else seems to have the pricing power (or margins) of Anthropic

Nvidia keeps partnering & investing in its existing & would-be AI server chip rivals. 6 so far, by our count.

👀👀 jensen does truly want it all—even openrouter—and his dealmaking isn't going to slow down. he has many new targets now...