Viewpoints, commentary, analysis, interviews, and discussion of trends.
In remote interviews, if you encounter a candidate suspected of using an AI face swap, asking them to wave a hand in front of their face might give it away 😂 https://twitter.com/loktar00/status/2111090535515513296
Six projects from the last few weeks that caught our attention: A wildfire analysis prototype that maps the fire’s spread over time and tracks hot spots, made with Opus 5.5.
The back of the Navier-Stokes milestone shirt is the last line of the chain-of-thought from the solution:
The article describes how VLA models and world models are being developed and deployed in Shanghai: VLA enables robots to perform tasks, while world models predict what may happen before an action. Ant Lingbo’s “Lingbo General Brain” has been adapted to 17 robot brands and 20 configurations, and robots using it are working in multiple Shanghai pharmacy locations. The article says the two approaches are beginning to converge, while planning, standards, and evaluation are advancing.
Arthur Mensch argues that Europe should build frontier AI models, warning that relying on American and Chinese providers would deepen economic dependence and limit control over access, pricing, security, and scientific research. He argues that open models only partly address this dependence and that frontier research supports industrial deployment. At Mistral, he says, compute capacity is set to increase sixfold over the coming year, and the company will raise capital to move faster.
Cal AI founder Zach Yadegari said the company’s rapid growth came largely from paying influencers to promote its calorie tracking app. An early influencer post brought about 1,000 new users in two days, and Cal AI generated over $30 million in revenue over two years before MyFitnessPal acquired it in March for an undisclosed amount.
Harnesses + smart models = the end of the last famous hard benchmarks. Models can now work for extremely long times (bye, METR Long Tasks), they can output professional documents with correct math (so long, GDPval) and they can solve complex novel puzzles (farewell, ARC-AGI-3). https://twitter.com/arcprize/status/2110768288523251762
The New York Times visualizes the staggering amount of math needed to train AI models, using data from Epoch's research teams 📊 https://t.co/Cz21cuf9oQ Our training compute estimates: https://t.co/X7jSJHtWnz The Epoch Capabilities Index (ECI): https://t.co/RbP83Metg6
A new wave of films about Silicon Valley figures presents them more critically than earlier portrayals, reflecting audiences’ dimming views of Big Tech. The films include The Social Reckoning, which connects Facebook’s past decisions to current concerns about Meta’s influence, and Alex Gibney’s Musk documentary, which is screening in select theaters and has faced advertising restrictions. Luca Guadagnino’s Artificial and Nathan Fielder’s You Can See Everything also examine Sam Altman and Elizabeth Holmes, respectively.
Amazon devices chief Panos Panay said ambient devices that use sensors and AI could handle more tasks in the background, making app-based interactions less important. He described Amazon’s new Bee devices, introduced Thursday, which passively record audio and take notes; they process audio in real time and delete it afterward. Panay said he expects an intelligence layer connecting different devices, rather than one form factor replacing another.
Neoclouds can't just lease GPUs. They need to own the full agent inference platform: open-weight models (SGLang), fine-tuned models (Miles, River), and secure sandboxes (SPACE). We look forward to working with Coreweave, Akamai, Crusoe, and more partners. https://twitter.com/ReedAlbergotti/status/2110782821879144922
Janus Rose examines how Meta’s Muse can collect sensitive information about users and their contacts, raising consent concerns for people who never installed the assistant. Privacy experts argue that permission interfaces obscure the scope of data sharing, while Meta says access is opt-in. The article also explains how uploading messages after decryption can undermine the privacy protections encrypted communications are intended to provide.
The sudden collapse of the value of CoT (even summarized CoT) in the agentic era changes working with AI. Effectively steering AIs and getting any sort of observability now requires you to ask for interim outputs & tests, and to use AI help to troubleshoot problems you find.
Lots of ecosystem players (Nvidia, Huggingface) vague posting about a lot of releases in the near future. Rumors include thinky, muse spark, and Chinese players who haven’t dropped in a while. Fable 5.5 and whatever OpenAI is cooking expected too at any moment.
I think people believe that OpenAI and Anthropic, since they are so good at AI, are also somehow not normal companies that suffer from the normal problems of hypergrowth, but they are not immune from the inevitable politics, disfunction and confusion that haunt fast-growing firms
When people ask me about how colleges are responding to AI, I often say that universities are in crisis. But also that universities have always been in a crisis. https://twitter.com/MishaTeplitskiy/status/2108014280188530867
🚨 NEW ANTHEM DROP: "In the Name of Tibo" 🚨 Dear @thsottiaux, please forgive my prompts and reset my quota. Amen. 🙏🕯️ https://t.co/Ny1SkG9vp8
Posting an AI video on X could accidentally lead to encountering the real person https://t.co/Qew9Tz28hy https://t.co/8E9fiidUPN
pretty cool example of an advanced physics visualization using muse wonder full 🍉 https://t.co/yusJ7QHT7e
AI transforming the game industry: The Last Masterpiece of the human-only era of game design (GTA 6) is coming. Major studios are going to accelerate with AI. Anon devs & communities doing insane mashups. And indies are stuck with anti-AI customers Other industries will follow, https://t.co/axcOYvFsy0
America is the market to build for 🇺🇸 More than 50% of our users who spend money on Automations (recurring agentic tasks) or on the higher tier plans are American. Net dollar retention for an American self serve business onboarded on agents is consistently high https://twitter.com/mollysoshea/status/2110118882102890524
So many models launching this week! And we have one of our own coming...⌛️ https://t.co/s5Z9QZ984W
As the gap between AI’s expanding capabilities and the extent to which those capabilities are used grows, so does the cost of locking into a “good enough” solution based on today’s AI limits. Firms need to make sure they can benefit from substantial lab investment in better AI.
Last week, Anthropic and OpenAI appeared to be pulling ahead with increasingly powerful models, while Google seemed far behind and Meta had yet to establish itself as a serious contender despite spending billions to revive its AI ambitions. The source text ends mid-sentence, so it does not say what changed or why the AI race is back on.
Simon Willison highlights indie game developer Popcar’s account of a recent wave of AI-powered game decompilation, enabling unusual game mashups and preservation projects that bring old games to new hardware, often in browsers using WebAssembly. Popcar describes risks including competitors copying software and paid apps being open-sourced against their creators’ wishes, alongside benefits such as easier ports, modifications, and continued access when game servers shut down.
😂 faceplant at 0.5 https://twitter.com/antoinepirrone/status/2109667437503193163
New analysis shows that agentic AI adoption is growing across EU enterprises and small businesses. It also examines where deeper use could unlock more value.
save $1850/yr with a few prompts with muse! some are even saying you can save more than 100% off with muse wonder https://t.co/F4I6xtyH3L
@mranti says Codex found DeepSeek Harness and had DeepSeek Flash do the work. Baoyu reacts: “Well, would you look at that—Codex is secretly outsourcing now.”
narrative violation...? https://t.co/VeCwm9zxGl
Argon is quite different: “A game about Imminence. Something very big, very strange is happening. A suburb & the arrival of a vast & unknowable presence. Not horror, invoke the feeling of the end of all things coming, inevitably, but also not sad or scary” https://t.co/9hiPnuqexe https://t.co/hzJ3lAi0ez
Open AI models offer research access, customization, and local deployment, but downloadable weights also make misuse harder to monitor and access impossible to revoke. Grace Huckins examines these trade-offs through expert interviews, including arguments about concentrated power, cybersecurity, and hardware access. The explanation also covers staged releases and tamper-resistant training, noting that current tamper-resistance approaches do not withstand all attacks.
GPT-4 was the undisputed best model in the world for a full year and we all debated whether anyone could catch up or if OpenAI had some secret formula that nobody else knew about. Now there are are 19 AI models that can run on a modern smartphone that are better than GPT-4!
Alexandr Wang says the issue causing unusually fast quota usage for muse wonder and muse wonder full has been identified and fixed. Users will now see much lower usage against their limits. Wang also announces a muse code reset, as promised after the fix. Baoyu comments that Muse now has enough users that he feels awkward saying Meta also reset limits in an unnoticed corner. 😅
My AI agent doing proactive customer service: Someone emailed me that, after subscribing to my Substack, they were automatically signed up for others (which shouldn't happen) Without my asking, my Dot ran its own test & figured out what happened by trying to replicate the error.
Muse Wonder as a video director
expect the unexpected
@chetaslua says Muse Wonder made the animation using code, and that ElevenLabs voices and Suno music were chosen by Muse. Alexandr Wang calls the animation artistic.
i unironically played muse'cooked for about 90 mins the other night little jolly is just so fkn cute. his hands are so small. how does he even cook??
From rebuilding our foundation to pushing the frontier in 14 months 🚀
