A few days ago, Anthropic launched a new set of measures intended to help us keep track of progress in AI. Among them is a measure of ‘the extent to which AI is building the next version of itself, as opposed to being built by humans’. Turns out, the extent is: a lot. Read more on this and other stories in this week's instalment of The Download

For years now @RaoulGMI and I have been writing about the coming economic singularity now, the mainstream is catching on people can see that an epic transformation is coming; a shift, via AI and robotics, to a new kind of civilisation. Want to understand where the journey heads next? Then join The Exponentialist, community that we founded around these ideas we just brought it to Substack if you subscribe now, you can get on our founding tier price of $699/year. The lowest it will ever be. It goes to $899 on Monday

🚨 Big news alert! @RaoulGMI and I have brought our technology-focused research service, The Exponentialist, to Substack it's where we do deep thinking about how we can all understand, flourish inside, and invest in the Exponential Age

The mainstream read Kimi K3 precisely the wrong way. They thought: China built a frontier model on the cheap. And it's far more efficient than our frontier models! Wow, I guess all that spending on compute was wasted. We won't need so much compute after all. Sell the chips. But look at what has happened: in 48 hours, K3 was so popular they had to stop new signups. Because they ran out of compute to serve the model. It's a textbook example of Jevons Paradox Cheap, brilliant, open intelligence doesn't reduce the demand for compute. It causes demand to explode. That's because cheap intelligence gets embedded in everything. People use it to do a billion and one things. The cheaper it gets, the more people want of it. All that intelligence needs compute. We're nowhere near the top of this story. Not even close. It's just that it's hard to imagine a world in which intelligence is truly abundant. But that world is coming. And the compute it will need is monumental.