Nathaniel Whittemore

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Nathaniel Whittemore

Nathaniel Whittemore

@nlw

Host @AIDailyBrief // Founder & CEO @besuper_ai

Check out Superintelligent at: Katılım Nisan 2008
6.6K Takip Edilen68.8K Takipçiler
Nathaniel Whittemore
I'm incredibly bearish on "Superapps" and think @OpenAI seeming obsession with them is going to create more problems than it solves.
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dudu
dudu@dudufolio·
Do you guys use anything to catchup with all the news or do you just rawdog twitter?
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Nathaniel Whittemore
Fable 5 (actually becoming available), GPT-5.6-Sol (+Terra/Luna), Grok 4.5, Muse Spark 1.1, Muse Image, GPT-Live-1, SWE 1.7 actually here and talk of Opus 5, Fable 5.1, GPT-6 on the horizon. This month is BONKERS for models.
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Nathaniel Whittemore
@maggie_hott @OpenAI Kids. The great joys of our lives and bringers of destruction to recommendation algorithms. NLW, welcome back to Spotify. Have you heard the latest Crazy Frog? NLW, welcome back to Kindle. Great news! There's a new Sammy Bird book out!
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Maggie Hott
Maggie Hott@maggie_hott·
I was SOL without Sol. ☀️ For 3.5 years, I kept my @OpenAI corporate account and personal Pro account completely separate. Then Sol came out and I didn’t have it on personal, so I lasted approximately one day. The downside is my corporate account now thinks I’m a 4 & 6-year-old girl, a 74-year-old grandfather, a woman leading healthcare at OpenAI, a cancer survivor, and a mom who spends an inordinate amount of time planning summer camp logistics in San Francisco. IYKYK. Turns out my personal boundaries were strong right up until the model got good enough. Excited for the world to experience this magic tomorrow. It’s going to be a bright day. 🌞
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Michael Mignano
Michael Mignano@mignano·
If you’re going to do a tech podcast in 2026 please do yourself (and the rest of us) a favor and do something different, unique, etc. A new format. Super high production quality. A guest who hasn’t been on every other show. The baseline is too high now. Everyone does video. Tools are inexpensive. Products like Riverside, Descript, etc are so good that the out of the box episode is good no matter what. So you need to go above that. You need to aim higher. And you can! There are so many unexplored formats. Don’t be afraid to get creative. Zig when others are zagging.
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Cristóbal Valenzuela
Cristóbal Valenzuela@c_valenzuelab·
Time is relative to your POV. The last World Cup was in 2022. Argentina won. The same Messi, the same Ronaldo, and a lot of the same from that time into this World Cup. But if you think of 2022 from the POV of AI, it's basically like 500 years ago and nothing feels close to being the same.
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Nathaniel Whittemore
ChatGPT safety settings have been ratcheted so high it won't write a description of a true crime podcast now.
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Jordak
Jordak@jordak6200·
@nlw @AIDailyBrief A feature request: On the main page, can you replace "TODAY'S EDITION" with e.g. "SUNDAY'S EDITION?" Currently it says "TODAY" even if the most recent episode was not today. Makes it a little harder to know if there's a new episode, or if I've already seen this.
Jordak tweet media
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Jordak
Jordak@jordak6200·
@nlw Where can we submit feature requests for aidailybrief.ai? Your video said "shoot me an email" but I can't find one that isn't "sponsors" or "speaking."
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prinz
prinz@deredleritt3r·
Anthropic has agreed to: 1. "proactively detect and address security risks associated with [Fable 5 and Mythos 5]" - How is Anthropic required to "proactively" detect these security risks? Not publicly disclosed. 2. work diligently with the [USG] on: (1) protocols and standards, and (2) releases for "Mythos, Fable and future models" - Note that this is EXTREMELY broad language that appears to cover ALL future models and is NOT limited to cybersecurity risks. 3. inform the USG of "any malicious activity"
leo 🐾@synthwavedd

🚨 BREAKING: Commerce Sec. Howard Lutnick has officially lifted the export control order on Anthropic's Fable 5

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Derek Thompson
Derek Thompson@DKThomp·
Smart post. A chilling thought I've had recently, watching Mag7 cash flow crashing toward zero and watching AI bubble fears reemege, is that the US built its tech dominance on industries where the marginal cost of the product was basically zilch, and this happened in the context of a US financial media that loves panicking and talking about bubbles and doom at the earliest sight of an earnings miss. But with AI, you've got a capex arms race that seems like itll reward patient and loss-tolerant capital, and the business cycle might go thru some ups and downs that could trigger more AI bubble panics and encourage big US companies to pull back spending. Meanwhile what does China love? Ooutspending and out-losing its global private-sector industrial competitors for years and years ... and the CCP doesn't change its investment strategy based on compelling CNBC clips. I think the US is winning on AI right now, and I'd like that to remain the case, but with rising inflation, data center populism, and other resource limitations, I don't think it's crazy to think that the US has some real challenges.
Joe Weisenthal@TheStalwart

In the newsletter, I wrote about one worrying, plausible path. One in which the AI buildout continues to be seen as a quasi- nuclear arms race against China, and policymakers feel compelled to impose austerity on the non-AI economy to free up real resources for the buildout.

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Nathaniel Whittemore
@_simonsmith do you like how I had to go back and explain it further to make sure people would get that I was joking?
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Simon Smith
Simon Smith@_simonsmith·
@nlw definitely not getting paid by ByteDance :)
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Nathaniel Whittemore
Jon crisply articulates the market part of the thesis that underlies the episode I did last week "Why Only AI Training Can Save the Economy" open.spotify.com/episode/2700yw…
Jon Hartman@JonHartman14

The entire AI buildout — and the narrative around perceived shortages — hinges on how quickly Anthropic and OpenAI can grow. Their contracts alone account for more than half of the roughly $2 trillion in hyperscaler revenue backlogs. Any change in revenue scaling (+ or -) could completely change the prevailing narrative. Unlike advertising, reselling compute is highly capital-intensive and must be built well ahead of demand. Pre-committing and building capacity for hundreds of billions in combined Anthropic and OpenAI revenue is a massive bet on continued rapid scaling from both companies. Misforecasting that demand could prove extremely value-destructive, given the core characteristics of the hyperscaler business: fixed capacity built well in advance of variable demand, paired with long-term deflationary pricing pressure. Neoclouds represent viable emerging competition, Nvidia retains significant leverage (the opposite dynamic from the later x86 era), and both Anthropic and OpenAI have strong incentives to drive token cost deflation. This is occurring against a backdrop of elevated costs. Price per token is not declining as quickly as many expected, most paid tiers have shifted to token-based pricing, and tight supply in high-bandwidth memory continues to pressure margins. The regulatory and political environment remains uncertain. AI faces growing public skepticism, and the current administration has shown caution toward concentrated market power in frontier AI — particularly with Anthropic, given differing political alignments on safety, energy constraints, and related issues. Why should any single company effectively control the development of digital god at this scale? I’m reminded of a question an old mentor used to ask: “Are you certain nothing will go wrong over the next 3–5 years?” As@GavinSBaker wisely puts it, the three most important words in investing are “I don’t know.” Humility remains essential — in both directions.

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