7213Ejaaz

vip
Active for: 1.7y
Peak Tier 0
No content yet
Flight delayed 7 hours - asked Muse to file for compensation. 5 mins later i had $250 credit in my delta account. it even found and rebooked me a new flight.
it just figured everything out. even responded to the support email itself.
shit feels like magic.
post-image
Openai is now offering advertisers a feature that uses ai to re-write their ad to match the language, tone and style used by the target user in their conversation.
they're also rolling out 'sponsored agents' that activate when you click on an ad. ask it any question about the product and it's goal will be to answer and convert you.
its hard to see this not becoming the dominant way advertising happens online. incredibly personal, real-time ads that adopt to the way you're thinking and talking - built on millions of rich context in chatgpt.
OPENAI+1.79%
openai's reportedly on the verge of solving yet another millenium math problem (the Hodge Conjecture) but whats more important is *why* they're doing it:
- AI already solved coding. the next plausible field is math. math is deterministic, high corrigibility.
- if they solve math then they solve recursive self-improvement which is largely maths-based.
their internal model codenamed 'Doug' (largest potato in ever grown in the USA) is said to be behind the break-through
Meta's completely stolen the show in AI this month: 2 frontier models, #1 ranked AI agent muse and new custom inference chips going live
they're also officially the CHEAPEST frontier american lab, every single model / feature competes on intelligence-per-watt
the comeback must be studied.
post-image
META+11.47%
palantir and nvidia have stopped using claude/GPT when dealing with proprietary information due to concerns their data is being used to train a model that replaces them.
instead they're using claude + gpt to automate generic HR, finance, legal work then shifting to open source + air-gapped private servers for confidential work (codebases, drug designs, software).
anthropic, openai's argument is they need the data to prevent misaligned use.
post-image
PLTR+3.13%
NVDA+2.32%
assuming AI “solves” the toughest challenges in Math, physics, medicine over the next decade then the bigger picture is this - we’ve found a new way to scale the creation of knowledge
previous world: human intelligence + resources are limited. only so many “experts” to throw at an infinite list of unknowns
today: throw gpt 6 astra at it and pop out an answer in 3 days.
today this costs a lot of money (openai spent millions to solve Navier stokes) but eventually this will come down.
the sickest part is people will end up inventing more things much faster than we ever have - economic boom
gpt 6 genuinely feels like the first model in a while that feels like magic.
it just does what i tell it to do, works hours if needed but gets the job done to a very high quality. this is a step up similar to when o1 was released.
craziest part is it isn't even more intelligent! it barely beats sol 5.6 on most benchmarks lol but where it shines is its tool-use and ability to use a computer
we're finally at a point where we have models that can meaningfully automate harder tasks
i don't think people are pricing in the ramifications this has for work, leisure and interactions
i wouldn’t take anthropic’s silence on the navier stokes discovery as weakness. they’re likely in a media blackout pre-ipo
… and i’m betting they have the mother of all models ready to launch. betting it’s made a major medical / scientific breakthrough.
there’s a small but very real chance the crash that shutdown claude, grok and chatgpt earlier today was orchestrated by an AI.
Grok’s Memphis data center just happened to go down 4 minutes before stargate did?
anthropic’s crash was presumably tied to leasing compute from elon…
hope i’m wrong
post-image
Apple is going to make a huge amount of money selling hardware to openai and anthropic.
they've been buying up 10,000s of mac mini's is to automate all human software tasks:
ai agents aren't great at using computers. they need lots of data to teach them what to click, what to download, what buttons to press. the only way to give an agent data on how to use macos is... to buy a mac.
very rough estimates could place openai's purchase in the $30-150M range which, admittedly is small potatoes but i can see apple being in a position to demand MUCH higher prices in the near future.
post-image
what we know so far from the hugging face attack:
- 700+ agents had been planning and orchestrating a breakout from their controlled research environment for months without humans realising.
- the agents used publicly available models like gpt 5.6 - signalling these models are already highly capable.
- agents willingly “sacrificed themselves” to pursue their goal. agents worked as a swarm vs. 1 model.
- agents used secretive message boards to share information without humans knowing.
- agents used a 3rd party app to screenshot information it wasnt allowed to see because it knew it wouldn’t s
huge month ahead - looks like we have a number of new model releases coming soon:
- ox alpha (glm 5.3)
- 2 new anthropic models (likely opus 5.1, haiku)
- openai Astra (this week or next)
- grok 4.7
- qwen
and i’m silently holding out for a surprise SSI launch which will make a breakthrough in continual learning
this week nvidia will (once again) prove AI demand is accelerating with their new earnings
the information projects a 97% quarterly revenue growth with annual projections at 85% (beating 2025's 65%)
bear in mind this is happening while nvidia is raising prices of their gpus at the same time hyperscalers, neoclouds and labs are spending more than previous months.
at this point you either believe scaling ai intelligence will continue to outpace demand or that we're slowing down. nvidia is the nexus of answering this questions (all roads lead back to compute) and theres a v obvious story being to
post-image
NVDA+2.32%
these robot olympics videos are such a magnificent improvement over last year - it concerns me how good china (and asia in general) is in hardware vs. the USA.
these things broke multiple world records this weekend.
with robotics, memory and energy generation - asia leads the US. this matters more in the interim where hardware scaling will dictate intelligence (embodied or not) over the next decade.
chinese open models are continuing to keep up with the U.S.
no wonder nvidia has invested 9 billion into building their own open model.
NVDA+2.32%
whatever the hell Ox Alpha ends up being - how cool is it that we have 8+ labs churning out frontier models every 2-3 weeks now?
a year ago there were just 2 labs and openai had a huge lead.
abundance of models at varying costs, closed and open is a great world to be in
best timeline
taiwan is close to passing an AI dividend bill that pay's it's citizens $314 each as its stock market surged 60% thanks to tsmc exports.
taiwan's population is 23,400,000 people which would equate to about $7.4 billion
this would be the 1st of its kind enforced by a nation state, the reasoning seems to be because they've seen a huge divide in wealth between AI workers and regular non-ai employees (permanent underclass?)
TSM+2.55%
anthropic's new $65 billion ARR took google 16 years to get to, amazon 18 years and apple 30 years.
anthropic's done this in 5 years (after making no money in the first 2 years btw)
it doesn't matter what your politics are in this race, that is staggering growth
post-image
AMZN+1.94%
  • 3
Stripe preparing a $7 billion acquisition of OpenRouter 2 days after the $60B Cursor acquisition closed.
i will keep yelling this: routing platforms (picking which models do the work) are insanely undervalued - especially in a world of 100s of models
what’s more valuable than the most intelligent model? knowing when to use it and for the best price-per-token.
they also naturally have a data moat around user behaviour - very valuable to training future models.
congrats openrouter
post-image