Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3# and #4# today are Moonshot AI & DeepSeek. Adding Z⁠.ai, their combined spend surpasses OpenAI (#2#). (Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)

Last month I wrote about how we can build a positive and safe future for everyone: Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens. The reality is: - People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned. There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind. - Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well. Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built. - Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators. - Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well. I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.

Last month I wrote about how we can build a positive and safe future for everyone: Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens. The reality is: - People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned. There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind. - Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well. Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built. - Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators. - Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well. I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.

We have raised $200M at a $5B valuation to scale self-improving software development in the enterprise. @FactoryAI has grown to serve hundreds of thousands of developers at companies including RBC, Adobe, Nvidia, T-Mobile, and Palo Alto Networks. We will use this capital to accelerate our investments in research, product, and global go-to-market.

@sean_from_earth i won't lie to you, i think open source will be banned before too long after some major disaster. and when the day comes, you'll agree with me. i hope kimi and deepseek etc keep making models but keep them monitored on an api where they should be

I'm giving away $100k of Grok @bot credits!! The @SpaceXAI team gave me 5,000 codes of $20 each to give away. My favorite Grok Bot use case: 🔸Family Bot - my kids get so many emails from schools, sports, etc so my bot reads all of them, summarizes them, and puts important dates on my calendar. Massive time saver. Reply below ⬇️ with your favorite Grok Bot use case (existing or planned) and my Grok Bot will DM you with a code. (1 code per person, must have >100 followers)

We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here:

I'm giving away $100k of Grok @bot credits!! The @SpaceXAI team gave me 5,000 codes of $20 each to give away. My favorite Grok Bot use case: 🔸Family Bot - my kids get so many emails from schools, sports, etc so my bot reads all of them, summarizes them, and puts important dates on my calendar. Massive time saver. Reply below ⬇️ with your favorite Grok Bot use case (existing or planned) and my Grok Bot will DM you with a code. (1 code per person, must have >100 followers)

I'm giving away $100k of Grok @bot credits!! The @SpaceXAI team gave me 5,000 codes of $20 each to give away. My favorite Grok Bot use case: 🔸Family Bot - my kids get so many emails from schools, sports, etc so my bot reads all of them, summarizes them, and puts important dates on my calendar. Massive time saver. Reply below ⬇️ with your favorite Grok Bot use case (existing or planned) and my Grok Bot will DM you with a code. (1 code per person, must have >100 followers)