Reflection is partnering with Shinsegae Group to build a 250-megawatt sovereign AI factory for the Republic of Korea. Open intelligence. Built on trust between allies. Owned by the nations that need it most. The future of sovereign AI. Read more in the @WSJ.

Most approaches to “agentic AI” focus on post-training fixes. In this conversation, member of our technical staff, @achowdhery argues the bottleneck is pre-training itself. Drawing on her work on PaLM and early Gemini, she explains why next-token prediction breaks down for long-horizon planning -- and how objectives, attention, and training data must evolve to support true agentic behavior.

🎉 Next week, I am excited to join @reflection_ai as a Member of Technical Staff to help build the open intelligence ecosystem of the Western world. It's the most exciting opportunity to help software builders in our time, and will shape many years of AI Engineering in the medium-term before AGI. Not just about Western vs Eastern open models, but more about how AI-driven software will look like in 2030. I spent some time articulating my thoughts about where we're going as a community and why... which became a whole blog post. Take a look, hope it interests you! (And if it really does, we are hiring in NYC, SF, and London 😉)

Good morning. On today’s show: – @sama (OpenAI) – @billpeeb (OpenAI) – @eladgil (Entrepreneur & Investor) – @dylan522p (SemiAnalysis)
– @rmstein (Google)
– @morganhousel (Collab Fund) – @MishaLaskin (Reflection AI) See you on the stream.

Today on The Information’s TITV: -CEO of @Qualtrics, @Zserafin, makes $6.75 billion bet on health data -@MishaLaskin, CEO of @reflection_ai, notches $8 billion valuation for open-source AI -Co-Founder of AI startup @useplumb, @aarondignan, announces business closure -E-commerce startups back from the dead | @MikeDuda, Bullish; @anngehan, The Information -@Yueqi_Yang, Crypto Reporter, on new stable coin law 📺 Tune in at 10 am PT / 1 pm ET on

Excited to have backed @reflection_ai from the seed. Today’s $2b raise pushes frontier open intelligence, with open models + advanced RL at scale, accessible to all. And most importantly, with @nvidia as their key partner. It’s a big day for open AI. Thanks NYTimes for covering

Today we're sharing the next phase of Reflection. We're building frontier open intelligence accessible to all. We've assembled an extraordinary AI team, built a frontier LLM training stack, and raised $2 billion. Why Open Intelligence Matters Technological and scientific progress is driven by values of openness and collaboration. The internet, Linux, and the protocols and standards that underpin modern computing are all open. This isn't a coincidence. Open software is what gets forked, customized, and embedded into systems worldwide. It's what universities teach, what startups build on, what enterprises deploy. Open science enables others to learn from the results, be inspired by them, interrogate them, and build upon them in order to push the frontier of human knowledge and scientific advancement. AI got to where it is today through scaling ideas (e.g. self-attention, next token prediction, reinforcement learning) that were shared and published openly. Now AI is becoming the technology layer that everything else runs on top of. The systems that accelerate scientific research, enhance education, optimize energy usage, supercharge medical diagnoses, and run supply chains will all be built on AI infrastructure. But the frontier is currently concentrated in closed labs. If this continues, a handful of entities will control the capital, compute, and talent required to build AI, creating a runaway dynamic that locks everyone else out. There's a narrow window to change this trajectory. We need to build open models so capable that they become the obvious choice for users and developers worldwide, ensuring the foundation of intelligence remains open and accessible rather than controlled by a few. What We've Built Over the last year, we've been preparing for this mission. We’ve assembled a team who have pioneered breakthroughs including PaLM, Gemini, AlphaGo, AlphaCode, AlphaProof, and contributed to ChatGPT and Character AI, among many others. We built something once thought possible only inside the world’s top labs: a large-scale LLM and reinforcement learning platform capable of training massive Mixture-of-Experts (MoEs) models at frontier scale. We saw the effectiveness of our approach first-hand when we applied it to the critical domain of autonomous coding. With this milestone unlocked, we're now bringing these methods to general agentic reasoning. We've raised significant capital and identified a scalable commercial model that aligns with our open intelligence strategy, ensuring we can continue building and releasing frontier models sustainably. We are now scaling up to build open models that bring together large-scale pretraining and advanced reinforcement learning from the ground up. Safety and Responsibility Open intelligence also changes how we think about safety. It enables the broader community to participate in safety research and discourse, rather than leaving critical decisions to a few closed labs. Transparency allows independent researchers to identify risks, develop mitigations, and hold systems accountable in ways that closed development cannot. But openness also requires confronting the challenges of capable models being widely accessible. We're investing in evaluations to assess capabilities and risks before release, security research to protect against misuse, and responsible deployment standards. We believe the answer to AI safety is not “security through obscurity” but rigorous science conducted in the open, where the global research community can contribute to solutions rather than a handful of companies making decisions behind closed doors. Join Us There is a window of opportunity today to build frontier open intelligence, but it is closing and this may be the last. If this mission resonates, join us.