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Who’s Afraid of Chinese Models? Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives. stratechery.com/2026/whos-afra…

Elon's claim that SpaceX will be worth more than Earth sounds insane until you realize that all owned material wealth on Earth is about $600 trillion and that every valuable resource on Earth exists in near infinite quantities in space.

A huge amount of the Anti-AI code sentiment massively overestimates the quality of human code outside of a very small set of open source and high quality company codebases. Human Slop is everywhere and can trivially be improved on by any opus level model.

Dear Friends, I'm very sorry to say that it appears that Kimi K3 is a fantastic model, beating or equal to Sol and Fable in many areas, just behind it on others, and blowing past Opus 4.8. Unfortunately, that now means we get to live through yet another round of grandstanding, posturing, and talking-headery these next few weeks. Maybe a few pompous and self important essays will drop? Or how about some new poll by a doom group? Maybe some new sci-fi masquerading as serious public debate about how AI plays out in the next 5 years? Or how about a raging 80 year old Senator pumping his gnarled fist in the air. Get ready to talk about every crazy issue these next few weeks such as (but not limited to): - Won't someone please protect the incumbents? - China - China ahead or behind - China steals - Chip controls - Data center water, while someone golfs and chows a burger - What do we need? Regulatory capture! When do we want it? Now! Now! Now! - Distillation "attacks." - China hawkery - FINRA/Food pyramid for models - "Alignment" - Manchurian candidate models - Recursive self improvement - Open source bans/limits - Grey goo - Fucking Yud and whoever the hell they other guy on his dime store book is - And won't someone please, please think of the children? And more!


Hermes + Fable 5 has made it possible for me to do 100% of Gumroad support–for the first time since 2012–while having a day job

News: Meta in early talks to sell computing power to Anthropic in what could be a $10 billion deal if such a move happens, it could mark the start of a cloud computing business for Meta as it faces investor pressure for its AI spending w/ @elitanjourno nytimes.com/2026/07/17/tec…

Our first public analysis of the open/closed weight gap in frontier cyber capabilities finds it is 4–7 months with GLM-5.2 and DeepSeek V4-Pro, narrowing from 6–10 months through most of 2025. Advanced capabilities are reaching less safeguarded open models faster than before. 🧵

Ten teams. Five countries. Up to €26.5M each in equity-free funding to build frontier AI labs for Europe. The Next Frontier AI Stage 1 teams are here. Physical AI, world models, continual learning and automated science. Each one a serious bet on the next paradigm.

I never understood why so many people seem to believe in these "distillation attacks" (even beyond the wild name). Distilling without logits is crazy inefficient and none of the US frontier labs let you see the logits. So what exactly is supposed to be happening here?



SuperGrok Heavy now includes X Premium+ at no extra cost. Just link your X account in the Grok app to activate it instantly.

After the K3 drop, Huawei has now released a real 950 SuperPoD 1 EFLOPS fp8 & 2 EFLOPS fp4 256TB of unified memory

This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks. Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on state regulations, and pushing for new federal agencies to pre-approve frontier models. This is how you lose the AI race. The rest of the world won’t play by our rules if we bog ourselves down. Permissionless innovation is how America won the internet and became the technological envy of the world. We can do it again with AI -- while addressing risks in a targeted way -- or we’ll watch our lead evaporate.

Today i noticed my walnuts come from California. My immediate reaction was to tokenburn this important question:

remote simply does not work for early stage startups.




