Amir Efrati
@amir
Executive Editor @theinformation. amir @ amir.62 on Signal
997 Following 42.7K Followers
exclusive reporting about the Standards Authority for Frontier AI (SAFA), which Google / OpenAI / Anthropic are launching as a self-regulatory body.
they have considered Condi Rice and David Friedberg as chair and Sriram Krishnan as CEO:
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the next math solution OpenAI is sitting on (and how it’s related to RSI):
There’s new discussion of whether Anthropic and OpenAI will keep their best models to themselves, thanks to semianalysis. We have been writing about industry concern over this since June.
Key Q is how they’d keep up model sales revenue, given that Anthropic enterprise application revenues aren’t likely to supplant API sales anytime soon.
In any case, these companies can’t just forego large revenue opportunities…
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UPDATE: Nvidia in talks to put in $2.5B to $3B in Mira Murati's Thinking Machines Lab, per a16z.
Story is updated with the deets @validapau
Astra’s chain of thought can be monitored, y’all. OpenAI said it today, as we wrote in our piece.
This is about the future and what happens as new techniques proliferate and get supercharged.
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There seems to be a misunderstanding about the piece and what OpenAI is up to. There are new techniques at frontier labs that involve loop transformers and similar.
As we say in the piece, OpenAI is putting limits on the loops and trying to make sure CoT is visible with Astra. The concern is that other AI developers may not hold themselves to such limits.
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new: OpenAI & others quietly using loop transformers that don't show their 'thinking' when scaled up
a leap forward on performance, but sparking concerns inside & outside OpenAI re: security as this takes off
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⚡️scoop: Elon Musk appears to be making a bold bet to solve the coming data center power shortage: making gas turbine components himself!
this is classic Musk
doing an end-run around a big giant industry (see full story below)
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🚨big news y'all: Nvidia agrees to take Hugging Face for $12.9 billion. More details below
Sunday night scoop:
Nvidia is in talks to lead a multibillion dollar funding round in Perplexity after previously considering a large license-and-hire deal akin to Poolside.
open source AI is...happening? :)
Anthropic & OpenAI better hope AT&T is the exception, not the rule
new: Dario Amodei owns 2% of Anthropic shares but is about to get supervoting shares alongside his co-founders...
Much more on Cami in this piece, turns out she has known Ivanka a while
"But as Anthropic has grown, Amodei also has made concessions to his stated principles to ensure the company stays ahead of competitors."
🇺🇸🤖🇨🇳 China's domination of robot supply chain is a ~problem~ and U.S. robot devs are getting desperate
"But as Anthropic has grown, Amodei also has made concessions to his stated principles to ensure the company stays ahead of competitors."
exclusive from @theinformation: Moonshot trained Kimi K3 on the best Nvidia chips money can buy—inside China.
Are the U.S. chip export controls working?
NEW:
Trump admin asks OpenAI to stagger GPT-5.6 release over cyber concerns. Will approve "access customer by customer during this preview period”
What a time we are in...
new: Meta is doing a 180, trying to be vanguard of token-minimizing.
2 months ago Meta epitomized tokenmaxxing, on track to spend billions a year on claude etc.
new: Microsoft holds sway over OpenAI's development of a custom AI server chip for inference.
$18 billion in financing for the chip hinges on Microsoft.
meanwhile @Kalshi is running away with this market...
