Sam Levin

Live from @nvidia GTC 2026 — Day 4: Startups, Agents & the AI Operating System Moment Our correspondent Robert Scoble @Scobleizer is back on the ground, joined by QQ BuBu, CNQQ’s special observer, diving into how AI is evolving from models into full systems — and what that means for startups. What stood out on Day 4: • Token costs are dropping fast → unlocking a new wave of AI applications across industries • OpenClaw signals a shift from “answering” to “acting” — AI as an operator • Agentic AI is moving from enterprise tools to mass adoption • NVIDIA Inception is scaling a global startup ecosystem — powering, not picking, winners • Simulation breakthroughs (Alpha Dreams, Isaac Lab) show AI moving from understanding the world → generating and training it The big picture: AI is no longer just intelligence — it’s becoming infrastructure, systems, and execution. Watch our Day 4 field report as we wrap up GTC 2026. #AI #GTC2026 #Startups #AgenticAI #PhysicalAI #CNQQ

“If your $500K engineer isn’t burning at least $250K in tokens, something is wrong.”

The state of robotics. With the Head of Robotics and Edge Computing Ecosystem @ Nvidia. Amit Goel. Just one of dozens of interviews I've done this week for funds.rayliant.com/cnqq/ who is having me cover the change that AI is bringing to all businesses. Thanks to NVIDIA for the studio and access.

unaligned.io/p/the-new-ai-i… AI is becoming less of a consumer software story and more of an infrastructure race centered on chips, cloud capacity, power, and data centers.

Sneak peek: A new way to watch all of AI community here on X. Coming soon, want your feedback as I put finishing touches on it. Built as joint project with @blevlabs and me. OpenClaw can't do as good, neither can any other system. Shows the power of the X API and all of you here in the AI community.

@Scobleizer @blevlabs Impressive.

This week I've not been doing videos to prepare for @NVIDIAGTC next week. I know a few are going like @benitoz @PatrickMoorhead @theaustinlyons. Last year NVIDIA got me some very good technical interviews, and same is being planned for two weeks from now. Are you going? Would love to meet up. Warning, might put a video camera in your face. Will be wearing my @MentraGlass AI-driven glasses that just showed up. If you need last-minute tickets, here's a link they made for me: nvda.ws/4qXGEvO This isn't a compensated post, but am trying to help out, since they are helping me get interviews and such.

This echoes some of the concerns I wrote about recently. @Scobleizer and @IrenaCronin crushed it on this one

unaligned.io/p/ai-from-a-co… AI surveillance in the United States is rapidly scaling because AI makes it easy to search video, track locations through license plates, use biometrics like face recognition, and fuse many databases into profiling and prediction systems.

unaligned.io/p/ai-from-a-co… I for consumers is about everyday convenience versus risk: people want AI that saves time, works reliably, and stays under their control, but growing use in creation, organization, shopping, and media is raising trust, privacy, and authenticity concerns.

unaligned.io/p/moltbook-1 World Models are AI systems that learn how an environment changes over time so an agent can predict what happens next and plan actions, using simulated “what if” futures rather than only reacting.

unaligned.io/p/ai-witnesses… Moltbook is a forum style social network where AI assistants, not people, can post, reply, and share reusable “skills,” letting automation patterns spread and improve quickly through community learning. #unaligned

The top 20 AI security risks right now. Had @blevlabs create this report by looking at my Security list here on X. Done on request from @alanhoward. Every day I'll do a different report from a community here on X. What would you like to know is really happening here on X? This shows the power of the cognitive architecture that Levangie Labs developed. Try to do this with Grok (or any LLM, like ChatGPT, Gemini, Claude, etc) and you won't get anything close to as good. Report on Google Docs because X Articles isn't nearly as nice: docs.google.com/document/d/12Q…

unaligned.io/p/ai AI witnesses are AI systems that turn logs and sensor data such as car crash records, phone traces, building access logs, and video into a timeline and reconstruction that can influence court cases and arbitration.

Have you noticed a small detail? Every time DeepSeek releases a new model, they demo it with LobeChat. This popular open-source project already has 70k stars and 6M downloads. I’ve been testing their new product @lobehub for a while, with help from its team, and it really feels like they’re taking the agent harness to the next level. In some scenarios, LobeHub delivers capabilities beyond Claude Cowork and Manus. Last year, the exciting shift was models evolving from chat interfaces into action engines with tool use. So what’s next? One thing I’ve noticed: today’s agents are still one-off, task-driven tools. Isolated, slow, costly, and hard to build. They fail to unlock the full potential of AI models. LobeHub changes that. It builds long-term agent teammates that grow with users. Anyone can easily create and collaborate with agent teams to deliver complex, end-to-end work. With multi-model support, LobeHub is faster, more cost-effective, and goes beyond single-agent systems. True teammates. True teams. For example, you can build a full X growth team to monitor trends, create content, schedule, and post.

BREAKING: Over a hundred thousand people are in the streets of London, demanding an end to the Islamic Republic and standing with the Iranian people.

AI is very powerful in the hands of leaders. Here's how. Everything a Tech Leader needs to know, and some actionable advice for how to move forward. Next I'll post an Economist Style article that will be great to bring to Notebook LM to have it create a podcast. Thank you to @blevlabs for giving me access to your cognitive architecture to get the same tools many enterprises have (way better than any other AI I've seen at doing this kind of thing).

unaligned.io/p/m AI shadow negotiators are AI tools that quietly help people negotiate by guessing what the other side wants, testing different offers, and suggesting what to say or give up next.

HAPPY BIRTHDAY @Scobleizer !!