mikecontango | τ,τ

The last time a Chinese lab open-sourced something this big, Nvidia lost $600 billion in a single day. It's happening again. DeepSeek panicked Silicon Valley in January. Crashed Nvidia's stock $600B in one day. Made Sam Altman rewrite his entire business plan. Now there's a second one. Kimi just made AI notably cheaper to run. Open-sourced it. Put it out for free. Meanwhile OpenAI is asking people to pay $200 a month to use a model that already feels behind the curve. Two Chinese labs. Both open source. Both doing more with less. Both giving away for free what American companies charge billions for. The AI race isn't US vs China anymore... It's closed vs open. And closed is losing. And the wildest part? Nobody in Silicon Valley will quote tweet this.. Because admitting a Chinese lab just moved the field forward for free destroys the entire "we need $10B to build AGI" fundraising pitch.

We just completed the largest decentralised LLM pre-training run in history: Covenant-72B. Permissionless, on Bittensor subnet 3. 72B parameters. ~1.1T tokens. Commodity internet. No centralized cluster. No whitelist. Anyone with GPUs could join or leave freely. 1/n

The Talisman dTAO dashboard is just one click away. Now available directly from your home screen.

τ

🚨MAJOR BREAKING The government is trying to BURY this one Canada has just SIGNED an agreement with the Musqueam First Nation giving them PROPERTY TITLE RIGHTS to MOST OF VANCOUVER! .... I AM NOT KIDDING HERE!

The University of Toronto is hiring a biology professor. Selection will be limited to candidates who identify as women, trans, nonbinary, Two-Spirit, and gender fluid, racialized persons/visible minorities, Indigenous Peoples, persons with disabilities. The salary range is $138,000 to $153,000.

If you can't get beyond your stresses, your problems, and your pain, you can't create a new future where those things don't exist." Joe Dispenza wrote this and spent 400 pages proving it with neuroscience. A thread on the best insights from Becoming Supernatural:

It’s all open source models from here. American AI companies are simultaneously fighting Democrats (by automating blue jobs), Republicans (by rankling the US military), and China (by fruitlessly combating distillation attacks). Solve for the equilibrium: open source models become the only trusted models. Centralized American AI burns bright, makes a ton of money, but eventually gets outcompeted by the privacy, freedom, and trust of decentralized local AI.