In 2026, we will see an explosion of AI assisted and AI generated science. It’s already here but still rare. Next year, we’ll see a mind blowing acceleration in both quantity and quality.
Moonlake is launching publicly today, focused on generating simulations and games. Simulations are an important application of generative models that I’ve advocated for since 2014
Moonlake is launching publicly today, focused on generating simulations and games. Simulations are an important application of generative models that I’ve advocated for since 2014
Dev Kantesaria on $SPGI: “AI could substantially reduce labor costs, driving significant margin expansion. Many tasks currently performed by analysts may be automated, and this technological advancement could push operating margins to 70% in the future.”
We still have 3 months left in 2025. Then 12 months in 2026.
There is zero chance we won't reach AGI by the end of next year.
My definition of AGI is the human-to-AI transition point - AI capable of doing all jobs.
AI will also be able to create full-length films and…
The sudden viability of economically valuable AI agents has been surprising. This partially as this has happened very quickly & very recently. But also because we had bad assumptions about the limits of agents, which are more self-correcting than expected oneusefulthing.org/p/real-ai-agen…
$WMT CEO on how they plan to use Agentic AI:
"And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about replenishment."
Congratulations to Mohammed Al-Mulhim, Aramco SVP, ATC President & CEO on being honored with the Trading Category Award 2025 at the New Silk Road CEO of the Year Awards! 🏆 This recognition is a testament to his outstanding achievements and contributions to the industry. Well…
I had some early access to Sonnet 4.5. It is a really good model. I saw especially big jumps in doing finance and statistics, which tend to get overlooked in the focus on coding.
DeepSeek has launched DeepSeek-V3.2-Exp, an experimental upgrade to V3.1-Terminus
- introducing DeepSeek Sparse Attention (DSA) for faster, more efficient long-context processing with minimal quality loss.
-The model matches V3.1 in performance while cutting API prices by over…
DeepSeek has launched DeepSeek-V3.2-Exp, an experimental upgrade to V3.1-Terminus
- introducing DeepSeek Sparse Attention (DSA) for faster, more efficient long-context processing with minimal quality loss.
-The model matches V3.1 in performance while cutting API prices by over… https://t.co/jdGUamsyQI
What xAI does is absolutely insane…it’s a total game reset
Grok 4 Fast delivers GPT-5 (High) performance - for just 5% of the cost (95.7% cheaper)... Insane value
If you're still no using Grok 4 Fast, you're just literally burning money
Grok 4 Fast costs
- Input tokens:…
The jump from "agents are nowhere close to working" to "okay, narrow agents for research and coding work pretty well" to (very recently) "general purpose agents are actually useful for a range of tasks" has been quick enough (less than a year) so that most people have missed it.
Since we’re -3pp away from human level parity in 44 industries but haven’t seen mass job displacement yet, what can we deduce?
* AI is augmenting humans, not replacing?
* AI is great, but last mile product integration isn’t there yet? (App layer)
* Expert level benchmarks can…
Since we’re -3pp away from human level parity in 44 industries but haven’t seen mass job displacement yet, what can we deduce?
* AI is augmenting humans, not replacing?
* AI is great, but last mile product integration isn’t there yet? (App layer)
* Expert level benchmarks can…
OpenAI have 9x'd their capacity this year, and have a goal to 125x further by 2033, thus exceeding current energy capacity of the whole of India - as per @alexeheath reporting of @sama's internal slack note.
One thing to note is that 125x energy capacity increase understates the…
maybe we'll reach a point where we can brute-force superintelligent AI into existence.
even without new innovations, scaling compute could keep pushing intelligence higher
it might not be true AI,
but with enough compute, systems could simulate it for most robotic tasks
The Singularity Is In Our Destiny
AI was inevitable! It’s more of a discovery than an invention
The patterns of the universe have always been there waiting for someone to understand them
Digital intelligence simply encodes and generates these patterns with probabilities…
$SAP CFO: "I am sometimes baffled when I hear from some investors that all customers will write their own software themselves. We're doing the same. So now the question is, who has the bigger relative advantage? Will it be a not-so-proficient software department of an industrial…
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