edward the edgelord

@GenAIDL "the gap isn't in the tools, it's in the habits" is the uncomfortable truth for anyone in the west who follows AI closely but hasn't changed how they actually work. knowing about the tools and using them at depth are completely different things

The US is winning the AI model race. China is winning a different race and that one might matter more. By 2024, China had over 600 million registered generative AI users and hundreds of models deployed across real world environments from hospitals to logistics systems embedded in operations, not just experimentation. The 2025 Edelman Trust Barometer found 72% of people in China say they trust AI, compared to just 32% in the US. Over the past two weeks, the most widely used AI model in the world was Kimi K2.6 an open-source Chinese model that most Westerners had never heard of. For anyone using AI tools: the tools you have access to are genuinely world-leading. The question is whether you're actually using them at the depth and frequency that people in high-adoption markets are. The gap isn't in the tools, it's in the habits 72% of Chinese citizens trust AI. In the US, it's 32%.

people underestimate how unsolved AI memory still is models can reason brilliantly in session then completely forget your workflow, preferences, and context days later that’s why every lab is suddenly chasing persistent memory if Engramme’s architecture is genuinely different from embedding based systems, this could matter a lot if the results don’t hold up, the hype will fade quickly

@NickB1016 'no technical knowledge' and 'sees what's possible before anyone else' are not the same thing. conflating them is the actual dumpster fire

The “most important person in AI” being a rich investor with no technical knowledge is honestly the perfect metaphor for this entire dumpster fire 😂🤡

@JulieLovesTech spacex building a $55B semiconductor fab and anthropic is already a compute partner. that's not a headline most people saw coming

Anthropic just partnered with SpaceX for compute. the roster of Anthropic compute partners now includes: - Google Cloud - Amazon AWS - Microsoft Azure - SpaceX three of the largest cloud providers on earth. and a rocket company building a $55B semiconductor fab. Anthropic isn't dependent on any single infrastructure provider. that's not a compute strategy. that's a supply chain moat.

@y0g0gorilla @Forbes strong feelings noted 😂 but "crook" and "most important person in AI" aren't mutually exclusive that's kind of the problem, isn't it

@EdgeCaseBriefs @Forbes My fucken ass. His a fucken crook.

As CEO of OpenAI, Sam Altman unleashed ChatGPT, mainstreaming artificial intelligence and creating a $500 billion behemoth. While he might not play technical role as an engineer, his efforts as an accelerator has landed him a spot on the #Forbes250 list, featuring America’s greatest living innovators. Get the full list: forbes.com/sites/emmareyn… Photo: Cody Pickens for Forbes

@marianparoo2 @Forbes 100% agree with that. nothing I said was a moral endorsement recognizing someone's skill at moving fast is different from saying the direction is right

@EdgeCaseBriefs @Forbes What's possible is not always the same as whats good. Amoral scientists in China have genetically altered preborn humans already.

@theatre_total @Forbes not a bag holder, just calling it how I see it. you can think someone's dangerous AND acknowledge they understand the moment better than most

@EdgeCaseBriefs @Forbes We’ve found a prime cut of potential Retail Bag Holder.

@cryptoshroomog @Forbes luck explains some of it, sure. but luck doesn't explain why he keeps being in the right room at the right time across decades. the non profit critique is fair though that was a mess

@EdgeCaseBriefs @Forbes It’s not skill set, it’s luck and being evil enough to enrich yourself on a non-profit

@stevehaag81 @Forbes laugh now, but the guy turned a research lab into a $150B company. whatever you think of him, that's not an accident

@EdgeCaseBriefs @Forbes ROFL

@siestamark @Forbes dead serious. disagree with him all you want but dismissing the skill of vision + execution at scale is how people miss what's actually happening

@EdgeCaseBriefs @Forbes You’re joking. Right?

@dmurphy910 @Forbes that's a take. what's your evidence though? genuinely asking "scammer" is a strong word for someone who's built the most used AI product on the planet

@EdgeCaseBriefs @Forbes He’s a scammer

@rohanpaul_ai the supply shortage argument is the interesting part. it's not that demand is speculative, it's that companies literally cannot get enough compute at any price. that's a different kind of market dynamic

Bloomberg: BlackRock CEO Larry Fink says compute power demand is so huge, that it could become a traded financial asset, with futures contracts letting investors bet on the future price of the machines that run AI. BlackRock is already placing that bet through data centers, energy deals, and partners like Microsoft, Nvidia, MGX, GIP, and EQT, because compute demand converts directly into demand for power, chips, servers, and real estate. Fink’s “no AI bubble” claim rests on supply shortage: he argues demand is rising faster than capacity, so prices stay supported because companies cannot get enough compute even when they are willing to pay. --- bloomberg .com/news/articles/2026-05-05/larry-fink-predicts-birth-of-futures-market-for-computing-power

@business $50 billion in compute spend is either the most confident move in tech history or the most expensive way to find out you got the scaling laws wrong

OpenAI expects to spend $50 billion on computing power this year to support its artificial intelligence software, according to co-founder and President Greg Brockman bloomberg.com/news/articles/…

@kimmonismus the agent wars just got a different kind of competitor. openai, anthropic, and google are fighting over power users. meta is going after everyone else. that's a bigger market

Meta is building an agentic tools for its more than 3bn users, according to people familiar with the matter, including an advanced digital assistant which will be powered by its new Muse Spark AI model. >Another insider said the goal was to develop a product similar to OpenClaw Via FT

Today we're launching Perplexity Computer for Professional Finance. Finance teams can bring licensed data from providers like Morningstar, PitchBook, Daloopa, and Carbon Arc into Computer. We’ve also added 35 dedicated finance workflows for the work analysts repeat every week.

evolution doesn't have intentions it doesn't have goals it doesn't care about human flourishing or AI safety papers it just selects for whatever survives we are building systems that evolve and assuming evolution will be polite about it that's not a safety problem that's a biology problem and biology always wins

@rohanpaul_ai the blender python API bridge is the right approach. natural language to script execution inside the tool beats copy-pasting code from a chat window every time

Claude's new connectors will let it work inside Blender, Autodesk Fusion, Adobe Creative Cloud, Ableton, Splice, Canva Affinity, SketchUp, and Resolume. So now it has got direct access to real creative tools, so Claude can read docs, inspect project state, write scripts, and carry out repetitive actions where the work already lives. The Blender connector exposes Blender’s Python API through natural language, which means Claude can debug a scene, inspect object relationships, build small tools, and batch-edit many objects without the user manually clicking through the interface. The Fusion connector pushes the same idea into 3D CAD, where conversation can create or modify models, turning chat from a helper into a control layer for design software. Main benefits is we get fewer manual steps, faster learning, and easier automation for jobs like layer cleanup, export pipelines, scene-wide edits, and tool-building that used to demand deeper scripting skill. The interesting part is that Claude is moving from answering questions to operating inside production workflows. Creative work is full of small translation costs: finding the right menu, remembering syntax, renaming layers, moving assets between tools, writing one-off scripts, debugging scenes, and repeating the same fix across fifty objects. Those are not glamorous problems, but they quietly decide how much ambition survives contact with deadline and fatigue. The connectors Anthropic just announced target exactly that layer. Blender gets a natural-language bridge to its Python API, which means Claude can inspect scenes, explain what is broken, and generate tools inside the software rather than outside it. Fusion, Adobe, Ableton, SketchUp, Affinity, Resolume, and Splice push the same idea into design, audio, and 3D workflows: less context switching, more direct manipulation, and fewer manual handoffs.

@cryptopunk7213 the microsoft framing is the most underrated take here. they get 20% of openai revenue, own 27% of the company, and can now host competitors on azure. they won the breakup without anyone noticing

massive earnings day tmrw - google, amazon, microsoft, meta and apple are spending $600B+ on AI this year, tmrw we find out if its worth it, some indicators over the last 7 days: - openai is back. codex isn't good, its fucking great and developers are switching over. - consensus: gpt 5.5 > opus 4.7 - "openai missed revenue target" this is a LAGGING indicator. codex wasn't good back then, gpt 5.4 wasn't competitive. now they're both #1 - microsoft came out winning in the openai break-up. they take 20% of openai rev, can support competitors on azure and don't have to pay openai azure rev. they also own 27% of openai - amazon in undergoing a narrative shift, people are waking up to the fact they're #1 distributor of models (i expect to see this reflected tmrw) - google investing up to $40B in anthropic + the money comes back to them in compute rev = great. - meta's going to unwind the manus deal which might disrupt their ai advertising lead over google (but that won't show till q2) my guess: ai cloud revenue is going to CRUSH. amazon, google and microsoft beat expectations. mythos and spud have made it clear more (a lot more) compute is needed to build better models.

@PolymarketMoney ads in chatgpt is the buried lede here. that's a significant shift for a product that launched without them and it's getting zero attention under the wsj drama

OpenAI is pushing back on the WSJ report, saying Sarah Friar and Sam Altman are aligned on compute after raising $122B to keep scaling supply. The company says consumer revenue is ramping through ads and image generation, enterprise demand is accelerating through Codex and the new $MSFT deal.