Luke Hornof

Both Anthropic and OpenAI have new initiatives to help enterprises deploy AI agents within their organizations. This is a trend that’s early but going to get very big fast. As agents enter knowledge work beyond coding, there is very real work to upgrade IT systems, get agents the context they need, modernize the workflows to work with agents, figure out the human-agent relationship in the workflow, drive adoption and do change management, and much more. While AI models have an incredible amount of capability packed into them, there’s no shortcut to getting that intelligence applied to a business process in a stable way. This is creating tons of opportunities across the market for new jobs and firms, and the labs are equally recognizing the criticality here.

Something strange is happening in tech. CTOs of billion dollar companies are quitting to take IC roles at Anthropic. Workday CTO -> MTS (Mar 2026) You[.]com CTO -> MTS (Mar 2026) Instagram CTO -> MTS (Jan 2026) Box CTO -> MTS (Dec 2025) Super[.]com CTO -> MTS (July 2025) Adept AI CTO -> MTS (Jan 2025) The mission is that real.

Mark Cuban just described the largest wealth transfer of the AI era. Almost nobody understood what he said. Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.” Not tech startups. The shoe store. The regional trucking outfit. The accounting firm with 12 employees. The businesses that actually run the physical economy. They know AI is coming. They have no idea what to do with it. Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.” Software is dead. The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever. AI ends the contract. The business stops bending to the software. The intelligence bends to the business. But customized by whom. The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is. Cuban: “Who’s going to do it for them?” That question is worth more than the frontier models themselves. Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer. Let them fight. Let them burn the capital. Let them drive the cost of raw intelligence toward zero. Because the wealth does not collect where the brain is built. It collects where the brain meets the business. Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic. Cuban is staring at the other 99 percent of the economy. Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates. Walk through the door. Understand their problems. Wire the intelligence directly into their revenue. That is not a job title. That is an entire economic class being born. You do not need to build the brain. You need to build the nervous system. The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in. 33 million companies are standing in the dark right now. Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

全网都在吹的LeCun新论文，90%的解读都是错的。 他们说生成式AI是死路，说过去三年花的几百亿全白费了，说15M参数的小模型就能吊打万亿大模型。 这些全是营销号的夸张， 我觉得这篇论文的真正分量比他们吹的还要重。 Yann LeCun团队这次解决了JEPA困扰了好几年的表征坍缩问题。 以前的世界模型，学着学着就会把狗车人都压成一模一样的向量，什么都学不到。 这次他们只加了一个极其优雅的数学正则化器SIGReg， 没有复杂的trick 和六个超参数要调，训练稳得离谱。 单张GPU几个小时就能训完，在机器人控制任务上，规划速度比巨型世界模型快48倍，成功率还更高。 最厉害的是它的隐空间里天然就编码了物理规律。 不用教，它自己就知道物体不能瞬移，知道速度和位置的关系。 能瞬间检测出物理上不可能发生的事。 这不是啥范式革命，也不会让GPT和Claude明天就死掉。 语言和创意生成，依然是自回归大模型的天下。 但它打开了一扇全新的门， 原来懂物理不需要万亿参数，不需要云端超算。 原来世界模型可以小到跑在机器人的本地芯片上。 过去三年，整个行业都在一条路上狂奔，堆参数，堆算力，堆数据。 所有人都以为只要足够大，就能懂世界。 现在我们终于知道，还有另一条路，一条更高效，更优雅，更接近真实世界运行方式的路。 生成式AI不会死， 但未来的智能体不会是只会聊天的大模型， 它会是一个懂物理的小世界模型，加一个大语言接口， 这才是这篇论文真正的意义所在吧 hhh

Demis Hassabis and Sebastian Mallaby were on stage in SF today and here are the 9 best things they said: 1. "There is a 50% chance that OpenAI goes bankrupt in the next 18mos" -Mallaby 2. "Dario is the best of all the other lab leaders." -Demis 3. On Claude Mythos: "It's not really tenable for a private company to decide who gets access to the frontier of cyber defense tech. What happens when China can do this in 6-12mos?" -Mallaby 4. "Not all countries are pessimistic about AI. I was just in India for the AI Summit Modi had and they're quite optimistic there" -Demis 5. "The most exciting current prospect in AI is our work at Isomorphic Labs. AlphaFold is just one of the many problems we need to solve. We need 6 'AlphaFold' moments to compress the drug delivery timeline from 10yrs to a few months" -Demis 6. "I don't think of p(doom) as probabilities to throw out there. I just know it's non zero. Some people like Marc Andreesen and Yann LeCun think it's 0% and I think that's crazy" -Demis 7. On AGI: "I think of a post-scarcity world where on the bright side we will have an unbelievable amount of science but we will have to think of economic problems of sharing proceeds equitably. We will also have philosophical questions to answer and need great new philosophers" -Demis 8. On career advice: "Immerse yourself in AI tools. Everyone has access to tools 3-6 months behind frontier. Enormous opportunity lies in applying AI to unexplored areas." -Demis 9. On the future: "When I started building this technology, I pictured a future quite different from this. More like CERN researchers where we discuss ideas and help each other out and stress test each other's ideas. It's my job to help how I can to make sure we make more considered, more scientific, more rigorous and more thoughtful decisions and that will also involve social scientists and economists. I'm going to do all I can to try and influence the future in a note thoughtful manner. The decisions we make in the next 5-10 years are going to affect us for 1000s of years. But I remain very optimistic." -Demis

My dear front-end developers (and anyone who’s interested in the future of interfaces): I have crawled through depths of hell to bring you, for the foreseeable years, one of the more important foundational pieces of UI engineering (if not in implementation then certainly at least in concept): Fast, accurate and comprehensive userland text measurement algorithm in pure TypeScript, usable for laying out entire web pages without CSS, bypassing DOM measurements and reflow

You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.