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AI Breakfast
@AiBreakfast
The latest rumors and developments in the world of artificial intelligence. DM to include your AI project in the email newsletter with 100k subscribers!
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I dunno who this dude is, but this tweet was posted even before GPT-4 Turbo was released on November 6, 2023. Prescient af! It's coming true after just 3 years, but holy shit OP is so early, and this sums up the next 4 months of 2026 in 4 lines.
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Data Centers need emergency rebranding as Research Centers
This is freaking huge: For the first time, a AI-assisted personalized mRNA cancer treatment has succeeded in a Phase 3 trial. Moderna and Merck sequence each patient’s tumor and compare it with their healthy DNA. AI then helps identify which of the tumor’s mutations are most likely to trigger an immune response. From those targets, Moderna produces an individual mRNA treatment encoding up to 34 neoantigens, The earlier Phase 2 trial followed patients with surgically removed high-risk melanoma for five years: - 68.8% remained cancer-free, compared with 49.1% on Keytruda alone - 49% lower risk of recurrence or death - 59% lower risk of distant metastasis or death Now the much larger Phase 3 trial involving 1,137 patients has also succeeded. Absolutely incredible. Dario was right: cancer will be cured in just a few years!
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Free, open-source, offline version of Whisper Flow:
ANTHROPIC RUN RATE PASSES $65B, IPO EXPECTED SEPT OR OCT Anthropic's annualized run rate passed $65B at the end of July, roughly 7x where it sat in December. Greg Brockman put OpenAI's at $40B. IPO expected September or October, with Morgan Stanley, Goldman and JPMorgan working on it.
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WATERMARK STRIPPER HITS 10,000 STARS DAYS AFTER ANTHROPIC SHIPS PROVENANCE Anthropic detailed how Claude's text watermark works last week. By this morning a MIT-licensed repo that strips it has 10,000 stars, targeting Claude, SynthID-Text and OpenAI marks, plus C2PA and EXIF in images and PDFs.
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Claude to embed watermarks in ALL OUTPUT TEXT
Explaining the current capabilities of consumer AI to a normal person is basically impossible at this point. As it stands today, you can automate just about 100% of low to mid level remote jobs. OpenAI/Anthropic/Grok all have "screen record a skill" functions. They can all auto read/write emails. All of them can synthesize data, draw conclusions, recommend next steps, and now login to specialty software tools and execute tasks on your behalf for $20-200 a month. You can spend a day or two dialing in a workflow and be hands off from that point.
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Claude to embed watermarks in ALL OUTPUT TEXT
Nice dashboard Now let's see if you can get it out of localhost
AI is doing the research loop that used to require actual humans, and it’s already beating the humans who were paid to do it. Models improving models… …improving models from here on out.
The models are improving the models. Locus, our automated AI research system, is SOTA on PostTrainBench and post-trains Qwen3 base models that surpass the human post-trained Qwen3 model. Today, LLMs post-trained end-to-end by Locus are in production to millions. 🧵👇 PostTrainBench evaluates agents' ability to post-train models on various domains given 10 H100 hours. We extend PostTrainBench via PostTrainBench+, which has a greatly expanded compute budget that provides clearer signal on automated post-training capabilities. We find that thousands of H100 hours help distinguish methods' performance post-training Qwen3 1.7B-Base models, and that Locus scales best. In this setting, modes trained by Locus collectively surpass the perforamce of the offical human post-trained Qwen3 1.7B model. In a test of generalization, we ran Locus on all live Kaggle competitions with prize money and public leaderboards. After 16 days, Locus achieved the 4th highest average rank among all participants.
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Today, we’re launching Bland Speech v3 - The world's first Human Speech Engine. In @designarena’s Audio Realism benchmark, Speech v3 is the top model, outranking Elevenlabs, Grok, Cartesia, and OpenAI. Trained on over 100 million real, human conversations: businesses, developers, and creators can now create any audio they can imagine. To showcase this, we used 5 seconds of old footage to help James, a 49 year old father who recently suffered a stroke, get his voice back. Try it for free at Full length documentary below🧵
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All code is going back to binary in 2 years
And the rate of improvement has increased, so Mythos will likely look like an Atari game by this time next year
Given that AI from 2 years ago feels so old that it should be in a museum, then obviously AI 2 years from now will be mind-blowing
Everyone talks about AI replacing office work. The much bigger opportunity is Gushwork’s actual bet, making the physical economy legible to AI. Machine shops, distributors, manufacturers, businesses that ran the same way for decades because every sale started with a conversation. That’s a much bigger shift than people realize.
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Today we launch the next chapter of Gushwork. Over the last 30 years, we saw commerce moving online - But what actually moved online were low value retail products: books, clothing, electronics. Anything high value, from $5,000 to $1M - a hydraulic crane, an industrial roofing contract, a heat shrink machine - still runs predominantly on human buyer seller conversations. And conversation was the one thing software couldn't do. That just changed. We are bringing 35 million sellers of high value products & services in the physical economy to the agentic web - One of the largest categories of commerce that barely moved online in the internet before AI.
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Update us on how running a 2.8T parameter model on your laptop goes
Anthropic has to understand that the days of gate-kept $200/month plans are over kimi k3 dropped its full weight yesterday — the world's first open-weight model in the 2.8T-parameter class MiniMax is expected to follow almost immediately with its own 2-3T open model no moat left
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New Anthropic research: Discovering cryptographic weaknesses with Claude. Claude Mythos Preview has helped our researchers find weaknesses in cryptographic algorithms—the mathematical methods that are used to keep data private. Read more:
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JUST IN: OpenAI CEO Sam Altman reveals humanity is “close to creating a genie that can grant any wish.”
LLMs need to be better at telling you that your ideas are stupid. Model sycophancy is going to become a national emergency.
GPT-6 sooner than you think. Model drops every 2 weeks now. The pace is accelerating Pretty soon, updates will be streaming and constant
Who remembers the infinite context window
Greatest time in history to get a remote job
New in Claude Cowork: teach Claude a skill. Record your screen while you do a task, talk through it as you go, and Claude turns it into a skill it can run again. Find it under Record a skill in the + menu of the Claude desktop app. Available on Pro, Max, and Team plans.
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