Honestly, Muse went viral out of nowhere, kind of like when everyone was using GPT Image to copy the Ghibli style. Why do you think Muse became such a sensation? My hypothesis is that Meta owns the distribution Sama has always felt he was missing. OAI doesn't have its own platform to make things go viral. Meta does. That's why OAI built Sora, and it failed. I have a feeling that even if OAI or Ant put out their own Muse, Muse will survive. It's also interesting why the Grok bot never made the kind of splash Muse did. All the researchers and KOLs with any real voice in AI are on X, but that still doesn't come close to the reach of Meta's distribution. We can't just sell agents to the nerds who live and breathe AI. We have to sell them to regular people too. I hope Muse helps build some positive sentiment toward AI along the way.

Honestly, this is the kind of mindset you want from the CEO of one of the biggest companies driving AI. $NVDA CEO Jensen Huang: “I’m always worried about the future. That’s why I work so hard. I’m a responsible optimist.”

Honestly OpenAI is doing the right thing by cutting prices, GPT 6 Sol and Luna might not be a huge jump from previous generation but prices are hard to argue with and honestly at this point cheaper models/more usage are more important because I think we have enough intelligence to do most of our tasks.

Honestly dont think Trump side can yield much from Xi's visit. They have neither a stick nor a carrot when dealing with China. Trade Reality: China’s bilateral trade surplus with the US fell, but its total global trade surplus tripled from $351B in 2018 to >$1.2T today. Net-net, China's overall trade position is actually stronger now than when Trump launched his first trade war. Trump's trade war managed to do was accelerate Beijing's push for self-sufficiency and make them far less dependent on the US as a trade partner, effectively making China great again. The table has already turned. Also this time Bessent can't coerce Beijing the way the US bullies Japan or South Korea.They are completely boxed in on both fiscal and monetary policy (especially with a strengthening RMB), burdened by high debt, ongoing wars, and domestic inflation eroding actual purchasing power On the contrary, China faces domestic deflation and ultra-soft demand following the property bubble collapse (with Beijing and Shanghai housing down ~30%, big size purchases tied to home improvement and appliances are cooked). Meanwhile, the domestic purchasing power of the RMB has risen due to massive oversupply and fierce competition among manufacturers. Forcing China to buy excess US imports is the least effective way to fix structural demand, and actually harms domestic supply. Trump has no leverage, no policy maneuverability, and no solution China actually needs 🤷