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Sleepy0x13

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That hugely popular Boji Sunxue podcast is truly a waste of my time... Trying to coax any high-quality, high-value information out of Brother Sun is futile.
Here is the program’s TL;DR version👇
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Peter Thiel thinks the people building AI in Silicon Valley lack faith. But when the pope actually came out to discuss AI ethics, he criticized him for overstepping.
On October 8, Nashville Scene disclosed more recordings from Thiel’s second “Antichrist” speech in Nashville.
One line was particularly interesting:
“People building AI in Silicon Valley have almost no other faith that can help them find a foothold when discussing technology, or maintain the necessary distance.”
Thiel seems to believe Silicon Valley’s problem is that it has too much faith in technology. Engineers discuss model cap
Current Personal Agents are all built for J types, requiring users to already have habits like using email and calendars to organize their schedules. Has anyone built a Personal Agent for us P types? Feels like a huge market.
Micron's net profit in a single quarter has already surpassed its full-year revenue from the previous year.
In its results released on September 30, Micron reported revenue of $54.23B for the quarter ended September 3, up 379% year over year; net profit was $37.7B. By comparison, its total revenue for the entire 2025 fiscal year was only $37.38B.
Adjusted gross margin in the fourth quarter soared to 87%. A capital-intensive manufacturer that has to buy lithography machines, build factories, and endure yield losses achieved profit margins that even software companies would struggle to match.
Th
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Peter Thiel has started talking about the “Antichrist” again, and this time, the closed-door speech that was originally guarded so tightly had its full recording and transcript in the hands of local reporters less than an hour after it ended.
On September 28, Thiel kicked off a new round of four “Antichrist” lectures in Nashville. The venue was the Grand Lodge of Tennessee, and hundreds of people attended. Organizers barred reporters from entering and did not even allow them to bring paper, pens, or recording devices.
But the next day, local media outlet Nashville Scene revealed that it had ob
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If you watched OpenAI DevDay 2026 and wanted to search for this dot, then entered , you would arrive at the official Grok Bot website.
Elon Musk probably snatched up the domain.
Such is the plain and unvarnished business battle.
? Seeing this 6.1 SOL has me furiously typing question marks.
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Anthropic’s prospectus has been revealed, and the company’s books are even more aggressive than outsiders imagined.
In 2025, Anthropic generated $4.59 billion in revenue, up 1,088% year over year, but still posted an operating loss of more than $8 billion.
More astonishing are its future expenditures.
As of the end of last year, Anthropic had $20.28 billion in cash, cash equivalents, and short-term investments, but had already signed commitments totaling $518 billion for cloud computing, computing power, and infrastructure over the coming years.
That is roughly 25 times its current cash and 11
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In one month, Instinct’s valuation rose from $2.5 billion to $10 billion.
This Personal Agent company, founded only in 2025, just raised $1 billion, with Sequoia, Benchmark, and Coatue all participating. Last month, it had just completed a $250 million funding round at a $2.5 billion valuation.
More interestingly, Reuters did not disclose its revenue, paid users, retention rate, or task success rate.
The money has already arrived.
What Instinct does is very similar to Muse, enabling Agents to truly act on users’ behalf: booking tickets, buying groceries, canceling subscriptions, and even direc
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OpenAI Chief Scientist Jakub Pachocki, Anthropic Co-founder Jack Clark, Microsoft Chief Science Officer Eric Horvitz, Meta’s Dawn Song, and others have jointly published a new paper warning that automated AI research could push the entire industry toward an “intelligence explosion.”
Models can already help researchers write code, run experiments, and analyze results. The next step is for them to participate in designing and training the next generation of models; those more capable models then come back to continue conducting AI research.
Once this cycle truly gets going, the timescale of AI p
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China is tightening exit controls on top AI talent.
Bloomberg, citing people familiar with the matter, reported that founders of some AI startups and heads of key technology companies now not only need approval to travel abroad themselves, but their spouses and children also need to obtain approval in advance even for short-term trips abroad. Relevant authorities have already notified some people, but it remains unclear how many are covered.
In May this year, Bloomberg reported that some AI talent at companies including Alibaba and DeepSeek needed approval before traveling abroad. A few months
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Large U.S. companies are starting to find GPT and Claude too expensive.
The Financial Times recently found that in August and September this year, U.S. companies mentioned open-weight and open-source models about six times as often as they did a year earlier during earnings calls and investor conferences. PNC Financial, CH Robinson, and Siemens have all started openly discussing how they use these models.
The reason is not particularly grand: the bills are becoming harder to swallow.
Tinder’s annualized AI spending was only about $1 million in January this year, but had risen to $10 million by
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Peter Thiel recently said something very unlike Peter Thiel:
AI may not produce many true monopolistic giants, and consumers may ultimately be the ones who benefit from lower prices.
Thiel’s most famous business theory has always been that competition is for losers, and that good companies should find ways to escape competition and establish monopolies. Internet companies like Google and Facebook were basically the standard answers in his view.
But when it comes to AI, he has begun to think this script may not play out.
The Times reported that Thiel believes the AI era may produce fewer monopo
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Muse and Grok Bot prove one thing: the most powerful AI model is not actually a competitive moat.
At the product level, ordinary users simply do not care how many points higher your Humanity’s Last Exam score is. They only care whether the product is easy to use, whether it can get things done, and whether they can conveniently use it when they pick up their phones every day.
Muse leverages the users and product capabilities Meta has accumulated over the years, while Grok Bot is directly built on an existing ecosystem and distribution channels. Once a model crosses the “good enough” threshold,
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Anthropic is going public, and Dario is first figuring out how to weld the steering wheel into the founders’ hands.
According to The Information, Anthropic is asking shareholders to approve a new equity structure under which Dario Amodei and six other co-founders will collectively control 50.1% of the company’s voting power.
Interestingly, they do not actually need to own half of the company.
Dario’s current economic interest is only about 2%. The new plan will have the founders hold special voting-rights shares through a separate LLC, meaning their ownership can be diluted while their control
Peter Thiel criticized Donald Trump’s second administration in Berlin yesterday, saying its people are more loyal now, just not particularly smart.
He said the problem with Trump’s first term was that the administration was stuffed with people who couldn’t agree on anything; by the second term, they realized something was wrong and began aggressively making up for it with loyalty. But they turned the wheel too hard, and the people they ultimately brought in were indeed loyal—just not quite up to speed intellectually.
Then there is the AI he has been talking about every day lately.
Thiel said A
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