AI labs agreed on safety for about 4 seconds 💀 → They shake hands on safe superintelligence → But Mr. President said, "Whoever wins AI, wins!" Which lab would you trust with your prompts? 👀 Use Private AI →

AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into the most bullish of bull points for AI. Enterprise AI adoption increases productivity -> increases enterprise earnings -> increases token demand as a flywheel effect -> increases ROI for the AI labs -> increases demand for AI infra e.g. compute. I recently heard from an ex-colleague that a large consulting firm is increasing their AI spend by 100x at their London office for their back office teams. Just incredible growth really. We can kinda see the enterprise flywheel manifest in the $NVDA earnings too. AI Clouds, Industrial & Enterprise revenue was up 25% sequentially compared to 13% for the hyperscalers. I think that this is also why $NBIS and $CRWV keep signing enterprise and lab capacity faster than capacity comes online too. 2027 capex will be huge because the labs / hyperscalers still can't get enough compute to serve enterprise demand right now...and that's before AI adoption has scaled properly across the wider economy. Fun times ahead with AI.

AI labs will pay you to learn from your agent's mistakes. AI products generate large volumes of user-agent interaction data. Magma turns that into training datasets and enables companies to earn recurring revenue from it.

AI had to take a page out of crypto’s playbook. If you ask the average person on the street, they have a pretty negative view of AI. They’re worried it will take their jobs and disrupt society. At the same time, they own literally zero of the upside. Crypto survived multiple boom-and-bust cycles because millions of people had financial exposure to the technology. There is something uniquely powerful about watching a technology succeed when you own a piece of it. We clearly failed here. These AI labs will eventually go public, but retail has had virtually no opportunity to participate in the value creation. Then we act surprised when people see AI as something happening to them rather than for them. Imagine trying to bootstrap crypto if retail’s first chance to buy Bitcoin was at $100k and Ethereum at 5k.

AI regulation is far less simple than it looks. It’s prisoners dilemma at insane scale. In theory if all leading AI labs globally agreed to the same process of review and slow down, then we’d get frontier intelligence at similar rates and it diffuses relatively evenly. If the US remains at the frontier at all times, and has heavy regulation on the release of intelligence then we end up with an economic and geopolitical edge because we can control who has access to frontier intelligence. If we delay model releases, however, and another player - specifically China - doesn’t slow down and has equally strong models (not now but soon?) then our delays end up advantaging their models and eventually their tech stack. Now, the US could ban these models, but that actually only puts the US at a steeper disadvantage because other countries won’t have those bans. Then, from a relative competitiveness standpoint the US has now fallen behind even though it started in front. So, none of this is as simple as it looks. At some point it’s a simple bet of can closed models remain at the frontier in perpetuity or is there a risk of any other player or market catching up or just not falling behind.

US AI labs: “we must pace the frontier” Trump: “f*ck no, not losing to China” US AI labs a few days later: “anyway here’s Grok 4.7, Opus 5.5 and GPT-6 SOL” open source: “oh frens… you’re too kind”

chinese ai labs aren’t slowing down mid-autumn festival is coming up on sep 25 and it's thought bring good luck and prosperity for chinese so i think we gonna see alot of models this week, so far we have news on: > qwen 4 family > kimi k3.1 > minimax m3.1 > mimo v2.6 dropped last night > tencent hy4 and it’s not just china either, US labs are about to drop new models this week too including gpt 6 family and opus 5.5 this week is gonna be the craziest one yet, get ready

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