王兴兴严控研发投入，只提升人形机器人物理硬件性能，卖玩具摆烂，未来可能会被认为是一种高瞻远瞩 软件层的模型，宇树做不来，在硬件层苟着等软件降神就好了

Introducing NovaAtom-Lite, an all-atom structure prediction model for drug discovery. It predicts the structures of proteins, nucleic acids, and the molecules they bind, including how they fit together. NovaAtom-Lite outperforms both IsoDDE and AlphaFold 3 on FoldBench antibody–antigen structure prediction (DockQ ≥ 0.23): NovaAtom-Lite: 79.07% (n=172) IsoDDE: 75.58% AlphaFold 3: 47.90% (n=167) Our evaluation uses 5 seeds × 5 samples, with the top-1 prediction selected by the model's own ranking score. Better structure prediction. A stronger starting point for your next experiment. Live today via Geodesic API and NovaDDE. 🔗 API: 🔗 NovaDDE: 🔗 Model Card:

I wanted to test Fable 5.2's quality with one-shot prompts without human feedback. Everything in this game is from scratch: models, sounds, textures. ~$550 at API pricing, ~2.7M output and 445M input tokens, heavily cached. Took 8 hours! Play it here:

🚨NEW: Dozens of accounts defending Jensen Huang after his affair with an alleged Chinese spy appear to be fake. They are part of a much wider pro-Nvidia campaign, linked to an Israeli influence firm that says it shut down last year… But the accounts never stopped posting. 🧵

Everyone is assuming that she was running this operation on behalf of the Chinese government, but based on publicly available information, it looks more likely that it's a private hustle. It's hard to imagine that, if the whole affair had been instigated by the MSS, she would have been posting pictures of her with Jensen all over social media, but on the other hand that's exactly what you would expect someone advertising her closeness to Nvidia's CEO to potential business partners to do. If it's true that she was also working for the MSS, I think it's more likely that it contacted her after they realized she was having an affair with Jensen, because they were hoping that she could get interesting information out of him.

I believe Jensen Huang didn’t know she is a spy. But I think his biggest mistake is his persistent push to sell Nvidia’s chips to China as though this were purely a commercial decision. Nvidia’s success—and America’s strength in innovation—depends on more than talent and capital. It also rests on the institutions of a free, democratic society: human rights, property rights, free expression, and limits on government power. These are not abstract ideological concerns. They are foundations of the freedom to innovate and build. People who grow up with these freedoms can take them for granted. Once successful, they may view the world through a purely commercial lens, mistaking an authoritarian government’s pursuit of national wealth for a commitment to its citizens’ wellbeing. Under authoritarian rule, prosperity remains subordinate to preserving the ruling group’s power. A wealthy state is not the same as prosperous, independent citizens with the right to say no. That is the blind spot I see in Jensen Huang: a profound understanding of business, coupled with an apparent failure to appreciate the freedoms and institutions that helped make his achievements possible.

“Claude can help US kill more people more quickly ?” Host: “With the help of LLMs, the US military has gone from hitting 1,000 targets a day to 5,000. That means Claude can help kill more people more quickly. Are you comfortable with that?” Dario Amodei: “I am supportive of the US being more effective militarily. Having that ability be stronger doesn’t cause wars. It deters wars.” “Do you want this country to be a more powerful actor on the world stage? I do. I’m a patriot.”

Jensen Huang should resign. As I told @BusinessInsider's @saraheneedleman, I don't see how he can stay on as CEO of Nvidia. I understand to most shareholders this will seem unimaginable. The man personally built the American semiconductor industry. He created Nvidia, conceived of the GPU, and scaled it into the backbone of the modern intelligence economy. He has personally run the company for 30+ years, commanding an incredible number of direct reports and directly overseeing every aspect of the company's operations. But this is a truly extraordinary case—an immense misjudgment that opened the company up to unimaginable reputational and legal liability, which will continue to haunt it in the eyes of Republicans and Democrats alike. And so, for the first time in its history, the board really does need to distinguish between the interests of Jensen Huang the man, and the $4 trillion company he's created. It's not just that the CEO of the world's largest company engaged in an extramarital affair. He did so with a customer—posing a massive conflict of interest. It's also clear this was more than a "potential" conflict of interest. The New York Times is reporting that, in addition to shipping Megaspeed huge quantities of its AI chips, Nvidia—under Mr. Huang's supervision—actually did attempt to intervene in the U.S. government's criminal investigation of that customer, Mr. Huang's girlfriend. This was a massive betrayal of President Trump's trust. And it wasn't just any customer. It was a woman allegedly operating as a spy for China's intelligence service—running a company that served as a middle-man for one of China's largest AI labs (Alibaba). And both the Commerce Department and the Department of Justice seem to believe this may have been happening in violation of U.S. law. We don't know what information might have been shared in the course of Mr. Huang's personal relationship—be it about Nvidia, its products, its customers, or senior officials across the Trump administration. If I were a major Nvidia partner today, I would be asking questions about what kind of information about my company might have been inadvertently shared with Ms. Huang. We can't trust Nvidia to conduct or abide a truly independent investigation. Under Mr. Huang's supervision, representatives from the company have made statements about this case that we now know to be false. It really doesn't matter what you think of the merits of American export control policy, or whether you agree with Jensen about open-source. This was a betrayal of Nvidia's shareholders, its customers, American security interests, and potentially U.S. law. The company deserves better. The semiconductor industry deserves better. And so I believe, for the first time in its history, Nvidia needs to seriously consider new leadership and a post-Jensen governance plan.

SCOOP: We find out how long Alice Huang has known Jensen Huang, and identified her real company, Shanghai Century Litong, which enabled at least $7.5B Nvidia chips sales to China since 2023, bigger than previously reported. via @theinformation $NVDA

Labs internally having models that are releasable and much ahead of the public ones is not realistic. They are bleeding money like crazy. They wouldn't hold technology they have back. I liken this to "Apple has iphones of the future ready" claims from the early-10s.