In a recent study, pupils using AI saw their average homework score rise by 18% across all subjects after six months. But come exam time, the same students scored 20% below their classmates who had not called on AI’s help. We analyse the data:
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another bet i am going to lose!
Q2 CPUC data is out, and @Waymo trips per day declined in May and June (MoM).
CA trips per day:
April: 47,205
May: 46,935
June: 44,964
Consistent with @_balaji_km's point that AV scaling curves look different from rideshare's supply-led ramp. Noise or signal? @dkhos $UBER
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Introducing our tech roadmap at @cosmic_robotics to start autonomous city construction on Mars in the mid-2030s.
Our team includes senior talent from SpaceX, Tesla, Google, Amazon, Zoox, Nuro, and Autodesk.
We're already deploying robots on large-scale construction sites.
Link to roadmap in the thread below:
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Our State of the AI Economy report is available here:
Well. it was either going to kill you or take your job while making some dudes in san francisco really rich, so you can sort of understand the bad taste it left.
Americans would rather have a nuclear power plant built in their community than a data center, this may be the worst corporate public-relations fumble of all time
Americans would rather have a nuclear power plant built in their community than a data center, this may be the worst corporate public-relations fumble of all time
The AI economy is real and substantial.
$110 billion in revenues in a sector that didn't exist four years ago.
And it's growing 3x faster than the internet, the mobile phone and cloud computing.
Here's an 8-minute Q&A about the state of the AI economy
cc @erikbryn @ClementDelangue @levie @GavinSBaker @pmarca @Noahpinion
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I suppose it depends on what the comparison is.
I mean, for example, if this means increasing the cognitive capabilities in some domains that the US has access to by a factor of, say, 10, it would seem small.
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I think a lot of people still don't understand the scale of debt issuance by the hyperscalers. They're on pace to be as sizeable in the IG bond market as the big banks within a few years
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This one is brutal—and load-bearing. That is the cleanest, most legible summary.
1/ We started @CuraiHQ with the mission of proving AI could outperform humans at the core cognitive work of medicine.
Today in @JAMA_Current, @ZekeEmanuel, @AbeBakerButler, @vkhosla, and I are publishing a comprehensive argument this future is here.
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Our State of the AI Economy report is available here:
The AI economy is real and substantial.
$110 billion in revenues in a sector that didn't exist four years ago.
And it's growing 3x faster than the internet, the mobile phone and cloud computing.
Here's an 8-minute Q&A about the state of the AI economy
cc @erikbryn @ClementDelangue @levie @GavinSBaker @pmarca @Noahpinion
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I set an agent to monitor frontier AI's job boards
Interesting stats:
* OpenAI hiring pipeline has $156.7M - $219M of trackable salaries
* The highest paid position ($500K - $850K/yr) is an Engineering Manager, GPU (ML Accelerator) @ Anthropic
* OpenAI/Anthropic hiring pipeline is 50% engineers. Thinking Machines is 80%. Cohere and Runway are ~20%
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Fast
NEW: Anthropic hit $65 bil+ in annualized (run rate) revenue in July, up from $47 bil in May. Comes ahead of an IPO expected as soon as this fall.
w/ @nmasc_ @RebeccaTorrenc5
Outstanding from @DavidSacks
“Dario believes frontier AI is too powerful to distribute; we believe it is too powerful to centralize. Dario appears to believe, sincerely, that safety and progress are best served by centralizing authority in a marriage of corporate and state power. The weight of human history gives us reason to fear that outcome.”
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highest aura pitch deck ever?
We created a pitch deck to tell a handful of VC firms about us and what we were up to (a fun experience!). Here’s a few slides about our background and some of the things we’ve worked on from the pitch deck (it was fun putting together the list of people in our teams who have gone on to found a whole range of exciting companies). We are delighted to have selected @radicalvcfund
and @khoslaventures to lead our initial funding round, along with participation from @lightspeedvp, @kleinerperkins, Doerr Capital (@johndoerr), and Alphabet (@Google). We’ll be working with them to close our seed round over the next few weeks.
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Out now: my chat with @peston @StephLunch on the AI economy, US-China competition & the state of the markets
Out now: my chat with @peston @StephLunch on the AI economy, US-China competition & the state of the markets
Our LLM Token index continues to decline while the debate over open vs closed model rages on. So we decided to take a closer look at how closed and open models respectively contributed. Interestingly, we are seeing some convergence btwn them.
The effective prices paid for proprietary models have decreased sharply over the last few weeks as OpenAI releases powerful frontier models at lower prices. Open models otoh have in fact seen their effective prices increase as more powerful near-frontier Chinese models like GLM 5.2 and Kimi K3 are released and served at higher prices.
Overall, this should be unsurprising. Econ 101: competition is up and prices are down. This is good for consumer and enterprise users of AI (agents) and promotes much wider and faster AI adoption.
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AI is making jobs more fluid.
Almost half of job-specific ChatGPT tasks fall outside users’ primary occupation.
Report:
