
SimonLab
113 posts


@kimmonismus And Buffet sits on cash... Infinite force and unmovable object situation...
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According to recent estimates, Anthropic has already reached $44 billion in ARR, significantly surpassing OpenAI.
It's no secret: the big money is in the enterprise sector.
That explains Sam's post and OpenAI's two-month free codex access for businesses.

Sam Altman@sama
codex is the best AI coding product and we want to make it easy to try. for the next 30 days, we are giving companies that want to try switching over two months of free codex usage.
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SimonLab retweetledi

*laughs in hyperfocus*
Amateurs
Polymarket@Polymarket
JUST IN: White-collar workers report growing symptoms of “AI brain fry.”
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@DaveShapi I simply do not use chats anymore. Everything I do is done with coding agents, even simple requests. When something seems simple but might not be, I just work on spec and prompt "this is important, spec it into multi-phase project"
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Using dumb models is often just a waste of time AND money.
So yes. We should have an option of "give me the smartest answer possible even if I just have to come back an hour later"
I proposed this somewhere (can't remember) where you actually use an email endpoint rather than a chat interface. Send off the email like you're making a big request of an employee or collaborator and then it comes back with the answers. Could be code, video, other artifacts. But the email endpoint is a natural choice for this because you can fire up multiple agents and models on the other end.
Btw, if someone is working on this service please let me know I will try it out and provide feedback.
Sam Altman@sama
i get some anxiety not using the smartest-available model/settings. but sometimes i dont mind if it's really slow. i wonder if we should focus more on a price/speed tradeoff relative to a price/intelligence tradeoff.
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@kimmonismus How about a foot pedal to modulate AI intensity on cursor focus? 😅
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Google DeepMind just reinvented the mouse pointer.
Since Doug Engelbart's demo in 1968, the little arrow on your screen has barely changed. Until now.
The new AI pointer sees what you're pointing at, understands the context, and responds to your voice. You point at an image of a building, say "show me the route," and that's it.
No copy-paste, no chat window, no prompt gymnastics.Powered by Gemini. First demos are live in Chrome and Google AI Studio. This might be the beginning of the end for the classic chatbot interface.
really really cool! Im using wispr flow right now but this is literally the next step
Google DeepMind@GoogleDeepMind
We’re reimagining a 50-year-old interface - the mouse pointer - with AI. 🖱️ These experimental demos show how people can intuitively direct Gemini on their screens using motion, speech, and natural shorthand to get things done 🧵
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@mamagnus00 @Scobleizer Perfect, being well managed is a quiet peaceful experience
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Today we launch Agency.
Instead of prompting AI, AI prompts you.
It watches your tools, finds useful work, drafts the action, and asks for approval.
One click, and it sends the reply, creates the video, does the fix, solves your distribution, monitors your alerts, orders food, cancels subscriptions, finds the best product and sends screenshots for confirmation.
It runs 24/7 from Telegram with thousands of one-click integrations like gmail, slack, DataDog, Linear...
You can use it with your Claude Code / Codex subscription.
And because the app and agent are on the same machine, Agency can edit and improve itself based on your decisions.
Reply "Agency" and I will send you the link.
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@bindureddy A guess that their angle will be the world model. AI is "terrible" at understanding 3d space. Then the route for AI doing mechanical design would be finally open
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@theRealPatticus @yacineMTB Coming right up after quantum foam sim is running
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@yacineMTB Wait so atomic level world simulators aren’t solved yet?
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@dinkin_flickaa Believing that AI will take over the world in the next 10 years was also such a case... so I will not be surprised if the simulation will have more of the entertaining stuff coming our way...
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@DavidOndrej1 But like for sure do not do dev work on your personal machine for personal stuff. Env isolated, cold and silent computer you are actually touching is very nice
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@DavidOndrej1 VPS at the mac mini spec gets expensive, ram limited... Local via VS remote ssh is best for me. But open to insights.
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@ChickenT1000 @sama Respectfully, I'm not sure what your personal comfort level has to do with how OpenAI has been pathologizing neurodivergent users as a whole. I do mind it. And there's been others in the comments that mind as well.
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@coinbureau While Anthropic made a deal with xAi to serve Mythos after their 44 b$ revenue... Clearly not a vibecoder
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🔥LATEST: Michael Burry, famous for predicting the 2008 financial crisis, just INCREASED his SHORT BET against AI.
On Monday, Burry confirmed that he SOLD his entire GameStop position, $GME, and opened an OUTRIGHT SHORT on Palantir, $PLTR.
He argues GameStop's proposed eBay deal doesn't fit his "Instant Berkshire" thesis, citing leverage and acquisition assumptions.
On $PLTR, Burry says the company is worth "low double digits at best", around $46–$50 per share, and that he is not just shorting the valuation but the business model itself.
This expands his original ~$1 BILLION bearish AI bet from Scion Asset Management's final Q3 2025 13F filing:
- $912M notional puts on $PLTR
- $187M notional puts on $NVDA
In the same post, Burry disclosed fresh bearish puts on $SOXX, $QQQ, Nvidia $NVDA, and Oracle $ORCL, with 2027 expiries and strike prices well below current levels.
In total, his outright shorts on $PLTR and $TSLA now represent around 2.5% of his portfolio, while his puts on other AI and tech-linked names make up another 7%.
Burry has compared today’s AI boom to the late-1990s tech bubble.
The last time he made a contrarian billion-dollar bet, the global financial system collapsed.
This is wild.



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@pushmeet @GoogleDeepMind Combo breaker... Should have been AlphaMath...
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The future of Math is mathematicians and AI agents working together.
Very pleased to introduce @GoogleDeepMind's AI co-mathematician: a multi-agent system designed to actively collaborate with human experts on open-ended research mathematics.
Mathematicians testing the agent across areas as diverse as group theory, Hamiltonian systems, and algebraic combinatorics have reported impressive results.
In autonomous mode evaluation on the rigorous FrontierMath Tier 4 problems, AI co-mathematician scored an unprecedented 48% — a new high score among all AI systems evaluated.

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@bindureddy Disagree. Feel like CEO. Operate on higher abstraction layer. Do not ask about code. Ask about systems.
Operational level -> solved
Tactical level -> solved recently
Strategic level -> you
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