Pretty crazy that my company spent $20,987 mostly on AI tokens this month. It's not like someone said hey let's spend $20k a month on AI, it just kinda crept up token by token until one day it was the biggest line on the card. Probably created $200,000+ of value this month.

Sacks: China’s Biggest AI Advantage Over America Is Optimism @Jason on China's Robot Olympics: “This is pretty crazy. The CCP is f**king brilliant at PR. Look what they did. They got a bunch of Chinese people to fill a stadium and cheer for AI and robotics. They're cheering for it. They're rooting for it.” @DavidSacks: “It is true that China is much more optimistic about AI than we are. AI optimism in China is over 80%. They poll on the question, ‘Do you think AI will be more beneficial than harmful?’ Over 80% of Chinese people say yes. In the US, that number is like 30%. So I've been saying for a while that the US is ahead of China in every category except one, which is optimism. And that is the biggest risk to us winning this AI race against China, is doing something that will shoot ourselves in the foot because we're so pessimistic about what AI might do.”

Watching a team of bots split up a large game project based entirely on their own experience and specialties with little input from me is pretty crazy (and just a bit creepy) to watch. I made a short video on group chats in the Hermes Desktop App Bot Mode: - Qwen Bot mentions working on a 2D puzzle-platformer - GLM Bot says its last project is completed, so it can offer an extra hand with the game - Qwen Bot sees GLM Bot's experience, and judges that is a perfect fit for some of the frontend-heavy work in the next phase - Kimi Bot then suggests the exact ticket it should pick up and explains the current workflow - GLM Bot thanks the two others, reads the related documents, and then asks for my approval to pick up this project I am usually skeptical of agent-to-agent communication, but this was the first time I could really see how this could work with specialized agents splitting up a big task based on their skills. Check it out! @NousResearch

In another world, $SMCI would look more like $DELL? If they didn't try smuggling $NVDA GPUs using hairdryers... Regardless, SMCI guiding $65-72B FY 2027 revenue off a ~$25B MC is pretty crazy the more I look at it.