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SITUATION DETECTED: Bloomington, Indiana's city council voted unanimously this week to ban any recursively self-improving entity capable of greatly outperforming all humans on all cognitive tasks from inside city limits, citing existential hazards and loss of human control.
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SITUATION EXPLAINED: Anthropic's IPO talk just dropped from $2T to as low as $1.1T, below OpenAI's $1.25T. • Some investors floated $2T in early October, marked it down to $1.5T 3 weeks ago, and are now discussing $1.2T to $1.3T • The Nasdaq 100 then fell 6.4% on Thursday, a record $2.3T single-day wipeout, and valuation questions picked up after Democrats swept Congress • Anthropic's annualized revenue topped $80B at the end of October, with about $35B in revenue over the past 4 quarters • Its filing shows about $895B in committed compute spending, roughly $70B of it due in the next 12 months • Anthropic plans to raise up to $100B in the IPO, with formal marketing starting next week • HSBC's Max Kettner says around $1T would be more comfortable, while Sycomore's David Rainville says $1.2T should attract investors @theojaffee: "If you wanna sell me Anthropic at a discount, like I'll take it, you know."
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SITUATION DETECTED: Elon Musk says that Colossus 2 will be running 1.2 million Nvidia Blackwells by the end of 2026.
Situation so far in Romania for those just catching up: 2 Russian drones have entered Romanian airspace after flying from Ukraine through Moldova. The first drone crossed into Romania more than an hour ago. 4 Romanian F-16 fighter jets have been scrambled and are currently airborne. An IAR-330 SOCAT helicopter has also been deployed. 🔴 RO-ALERTs have been issued across five counties: Iași, Neamț, Vaslui, Botoșani and Bacău, covering approximately 2.58 million people. The situation remains ongoing. According to our information, no drones have been shot down so far. Further updates to follow.
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SITUATION BREWING: Binance may have been hacked. In a statement to Bloomberg, Binance said "We are aware of reports of a potential security issue and we are actively investigating." Tether CEO Paolo Aroino has frozen 1.567B UDT related to the potential hack.
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Situational Awareness is raising investor money for neocloud startup Fluidstack, three months after leveraged AI bets nearly sank the hedge fund
SITUATION DETECTED: Moonshot AI and DeepSeek both distilled OpenAI’s GPT-6 Astra for their latest models. Kimi K3.1 Pro and DeepSeek’s V4.1-Flash both benefited, per The Information.
Situationship breakup so bad she quit acting
SITUATION EXPLAINED: for anyone benchmarking or serving with mlx_lm.server: requests that carry a seed are never batched. ⚠️ I traced the code. Each request goes through _is_batchable, which needs seed is None. A seeded request runs alone on the single generation thread, and nothing else is served until it finishes. Worse: if one arrives while a batch is running, the server stops taking new requests, finishes the batch, then runs the seeded one by itself. One seeded client stalls everyone. 👀 WHY: the seed resets MLX's global RNG, which can't be shared across a batch. It's a choice for reproducible output, not an MLX limit: - llama.cpp: per-slot sampler with its own RNG, batched together - vLLM: per-request generator/seed, stays in the batch - mlx-serve: per-request random keys on MLX, batched - omlx: keeps them batched, but seed is global so best-effort under concurrency - mlx_vlm: batches them, but every request in a running batch uses the first request's sampler (seed, temp, top_p) until the server goes idle PRACTICAL TIPS for mlx_lm: - At temp 0 drop the seed: greedy decoding never uses it - Compare summed per-request t/s with real throughput (tokens / wall time). If the sum is much higher, your requests didn't overlap - --kv-bits, images and draft models also disable batching in mlx_lm.server ⚠️ Code:
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SITUATION DETECTED: The UK is launching the AI Biosecurity Lab (AIBL) in partnership with OpenAI, Anthropic and Google DeepMind to harness frontier AI to better understand, prevent, detect and respond to biological threats, including those potentially accelerated by AI.
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