Gavin Baker expects the Anthropic S-1 to scramble a lot of investors' thinking: "The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized." "Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing." "These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire." "They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone." "It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong." Interested in AI? Follow @AiEvolutio58513 and never fall behind. I track ChatGPT, Claude, and every tool quietly changing how we work and create, then hand you the tested signals.

A man with ALS can speak to his wife again, thanks to Neuralink. Former Italian MP Capezzone's reaction: “Thanks to efforts of that so-called bad guy Elon Musk, he is finally able to tell her, I love you.” Capezzone also pointed to the real possibility of sight returning for the blind. Interested in AI? Follow @AiEvolutio58513 and never fall behind. I track ChatGPT, Claude, and every tool quietly changing how we work and create, then hand you the tested signals.

Greg Brockman says OpenAI aimed Astra at its own infrastructure until the model ran out of holes to turn up: "We took 25% of our production engineers and said, 'Sorry, all your projects are on hold. You are now defending. You are now up-leveling our security architecture. You're going to use the models to find all the holes.' And we found a number of serious issues, and we fixed them." "We found some new problems, but eventually it saturated. We basically have found, to our knowledge, all of the P0s, all of the critical problems that Astra is smart enough to find. And of course, there will be a new model, there will be a new round." "You want to be in this tight loop of new cyber capability drops, you deploy it against your systems, you find the new holes, and ideally, you've managed to automate this, what we call defense factory. That's what we're building internally." "There are ideas, for example, formally verifying all of software, that are possible with AI." Interested in AI? Follow @AiEvolutio58513 and never fall behind. I track ChatGPT, Claude, and every tool quietly changing how we work and create, then hand you the tested signals.

Jack Dorsey says the real threat isn’t open-source AI. it’s five CEOs deciding what the world is allowed to build with AI. “These AI companies are building platforms, and they’re all incentivized around their own models. You have to ask for permission, you hit rate limits, and even what the models return is constrained.” “What technologies let you build without asking a company—or a CEO—for permission? The durable ones. That’s why open protocols matter.” “When a handful of CEOs make the call, it caps the upside of great ideas that could move humanity forward. They might know what’s best for their company—but not what’s best for the world’s creativity.” “Luckily, open-source AI is gaining real momentum. DeepSeek was a key moment—not just showing a different path, but proving it can be competitive, even better than what the big corporations are shipping.” “We shouldn’t be dependent on five companies claiming they know best—and calling open source ‘dangerous.’ We should build in the open and race toward solutions that stay ahead of the risks.” PS. If you found value in this post, like and repost this tweet + follow @uncover_ai to stay updated with the latest AI news. See you in the next one:

Jensen Huang says every chip startup that bet on cheap inference is dead. For years the AI industry consensus was unanimous. - Inference was easy. - Training was hard. Inference would commoditize. Tiny chips. Cheap tokens. NVIDIA's GPUs would lose the inference market the moment AI shipped. Jensen Huang says the entire prediction was WRONG and illogical. "That was always illogical to me," Huang says. "Because inference is thinking. And I think thinking is hard. Thinking is way harder than reading." The mistake was a category error. "Pre-training is just memorization and generalization. You're reading and reading." That's the easy part. "Versus thinking, reasoning, solving problems, taking new experiences, breaking it down. Decomposing it into solvable pieces." That's not memorization. That's compute-intensive search through possibility space. "How could that possibly be compute-light?" Huang says. "Test time scaling is intensely compute-intensive." The chip startups that built for cheap inference are gone. The ones that bet on AI inference are building the racks for it. Thinking was always going to be the workload. Cheap was always going to be a fantasy. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( @nvidia ), NVIDIA CEO, on Lex Fridman's ( @lexfridman ) podcast

🚨 BREAKING: On Lex Fridman's podcast Jensen Huang declared the exact moment when we achieved AGI. You can stop guessing when AGI gets here. CEO of Nvidia Jensen Huang gave Lex Fridman a four-word answer. "I think it's now," "I think we've achieved AGI. We've achieved AGI when an AI can build a billion-dollar app then immediately die." "You said a billion, and you didn't say forever." "It is not out of the question that a Claw was able to create a web service, some interesting little app that all of a sudden, a few billion people used for 50 cents, and then it went out of business again shortly after." "We saw a whole bunch of those type of companies during the internet era, and most of those websites were not anything more sophisticated than what OpenClaw could generate today." "It's happening right now," Huang says. "When you go to China you're gonna see a whole bunch of people teaching their Claws to go out and look for jobs and do work, make money." The AGI you've been waiting for is already getting hired. It's just not hiring you. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( @nvidia ), NVIDIA CEO, on Lex Fridman's ( @lexfridman ) podcast