Nathaniel Whittemore

please tell me @nlw is working on a special encyclical edition as we speak

Ilya's been real quiet.

@8teAPi Right, because the frontier labs are utterly wrong about this.

No company, no investors, outside of the frontier lab staff have internalized that there simply won’t be any humans engaged in cognitive labor in 5 years.

@danshipper My version of (what seems like where you're going with this!) open.spotify.com/episode/2rnSi0…

dropping something heavy soon

@tylerwince @AIDailyBrief This is what it seemed like they were going for - messaging definitely was not clear but ty for sharing the clarification!

@nlw - directly relevant to a recent @AIDailyBrief episode.

This is actually very helpful clarification. And being able to export a project started in AI Studio to Antigravity is thoughtful.

Proposal to formally adopt “Almonds” as the key unit of AI efficiency.

@jxnlco Turned this into a pod. Great stuff open.spotify.com/episode/70avGP…

Tomorrow's @AIDailyBrief

@AndyMasley omg amazing when do the next arrive?

Just posted the first of a few posts on what I see as the history of the data center panic, this first one is on what was happening pre-ChatGPT

Honestly @elonmusk becoming Hereditary Earl of Compute makes a ton of sense to me

I'm just catching up after being away all day, but was I/O sort of weird or just me? Did they release a competitive SOTA model? No Did they release a model cheap enough to be an alt to SOTA? (Yes or only half? Are they in an uncanny valley between China and OpenAI/Anthropic? or just No because 3.5 Flash actually isn't necessarily cheaper) Did they release/update a competitive harness? No (still don't know whether we're supposed to pay attention to Antigravity or AI Studio) Did they articulate an overarching vision that isn't just product sprawl? No Subquestion: did they make it clear where they balance of consumer vs enterprise is? No Does it maybe not matter because of sheer friggin' surface area? Maybe -- search that can build stuff sneakily seems like the biggest thing and maybe that's the whole idea. The massive tonnage of interaction between Google and people means the everything everywhere all at once strategy could just work?

Remember when media jumped all over this flat month to suggest the rate of AI growth was slowing and we were hitting a wall? Oops.

I know you all are a biased sample but what's bigger news

This is the new video model right? Gotta be

No AGI until coding agents stop turning their instructions into marketing copy holy shit

Listen man, the fact that you don’t think people’s Codex-built apps are very cool doesn’t make it a bubble.

Standing at Saturday morning kids soccer talking to parents excitedly talking about the apps they built this week to help organize their local contractor business.

AI is a normal consumer technology and an extremely abnormal work technology.

@sama Codex i̶n̶ is the ChatGPT mobile app! (fixed it for you)

Codex in the ChatGPT mobile app!

Google has been absent on both the model and harness competition in 2026. I/O has some BIG work to do.