- MTS@MTSliveBase director @antoniogm predicts AI agents will become the biggest source of revenue for online publishers within 10 years: "Programmable money is very nice until the bots start programming money, and then it's like, holy shit." "At Spindl, we ran a campaign and saw no page views but all these on-chain conversions. We thought they’re gonna fire us. And the client's like, bots are humans too, we’re happy." "Crypto has speed run all the crazy stuff that's gonna launch now, and you’re seeing it manifest in regular AI. Crypto was the canary in the cage." "Your bot scrapes 20 sites, and right now those sites don't get paid. The bot pays half a cent for the content." "Within 10 years, the AI line item on most publisher sites is gonna be the biggest one. Not humans." @base106915
- MTS@MTSliveSF Compute CEO @evanjconrad explains why Anthropic winning the AI race could spell disaster for GPU cloud providers: "I don’t think the clouds are gonna blow up suddenly or AI is doomed. But it doesn’t matter what I think. It matters what a lender thinks." "Their biggest customers are ones who themselves want to be the GPU cloud. The frontier labs, the hyperscalers, the people who have investment-grade credit, will simply try to disintermediate you if they have the opportunity to." "What if Anthropic just wins, and the clouds can’t sell to Anthropic because Anthropic just wants to do this, and they’re stuck selling to these other competitors who might die." "Is that true? I don’t think that’s necessarily true. But this is the scenario that people are worried about." @sfcomputeevan conrad @evanjconrad003679
- MTS@MTSliveBase director @antoniogm predicts that within a year, an e-commerce brand will make $1 million a month without a website, with AI agents doing the shopping: "Agent commerce is gonna have an inflection point where Muse, Instinct, etc, are gonna be using hooks to enable you to actually buy things. This is gonna be an aggressive prediction." "There’s gonna be some D2C brand or e-commerce thing that goes totally viral that doesn’t have a website." "Or it has a website that's literally just a splash card. You're not supposed to see this. The AI agent is. Have them go here." "I predict that's gonna happen in a year. They might even run Instagram ads, but they're not gonna have a website, and they're gonna make a million dollars MRR." @base30101.6K
- MTS@MTSliveDream co-founder @AndyElder11 explains how AI is making designing real houses as easy as playing The Sims: "We've built in 73 unique types of architectural and interior design styles." "You can upload something from Instagram that you liked, and we'll find real products, real materials, the backsplash, the flooring, the light fixtures, even the furniture, and design a full concept that’s regulatorily sound and structurally sound." "I grew up playing the Sims. We all had this feeling of, wait, why is there not something just as easy for the real world? As easily as you drew walls in the Sims, you can now do that, except there’s a layer of intelligence behind it." @dreamhqAndy Elder @AndyElder11Today @arjunmathur_ and I are introducing Dream. We’re announcing $17M in seed funding from @a16z , @svangel , @xyz_vc , and @ziggcap. @dreamhq is developing a new class of models trained to reason about physical space: its geometry, its constraints, and the relationships between objects and the spaces that contain them. With these models, AI can make a real impact in the $13 trillion architecture, engineering, and construction (AEC) industry for the first time.1261.7K
- MTS@MTSliveSITUATION DETECTED: Anthropic acquired a one-person company in July 2026. Mithril Medicine - developing treatments for two rare forms of muscular dystrophy - owned and run by one person who used Claude to organize contracts, logistics, and experiments with 11 external labs.22171.1K
Today @arjunmathur_ and I are introducing Dream. We’re announcing $17M in seed funding from @a16z , @svangel , @xyz_vc , and @ziggcap. @dreamhq is developing a new class of models trained to reason about physical space: its geometry, its constraints, and the relationships between objects and the spaces that contain them. With these models, AI can make a real impact in the $13 trillion architecture, engineering, and construction (AEC) industry for the first time.281613123.1K- MTS@MTSliveSF Compute CEO @evanjconrad reveals why the world's AI compute is already sold out: "Most AI labs think, I’m being asked for a really big prepayment by all of these different clouds. It must be because I don’t have leverage or I’m not a good negotiator." "What they don’t know is, no, the cluster you’re buying does not exist. All the clusters that have been built are sold. That cloud has to go get debt for that new cluster." "Most AI labs don’t connect the I have to do a big prepayment to the debt markets are freezing up. But it’s one-to-one." "You can still get some Hopper, and you can still get some Ampere. But if you want Blackwells, yeah, they’re sold out. In part because the Blackwells weren’t made until you ordered them. Very few people speculatively built Blackwells. Lots of people speculatively built Hoppers." "In Hoppers, the cloud builds a cluster, then the cloud sells the cluster. Blackwells, the customer signed a contract, then the cloud built the cluster. So every Blackwell cluster, for the most part, is spoken for." @sfcomputeElon Musk @elonmuskPretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.12101.7K
- MTS@MTSliveDream co-founder @AndyElder11 reveals how his startup is bringing AI to a $13 trillion industry still relying on software from the 1990s: "We are creating built world models. These are models that actually design the physical world around us." "The $13 trillion architecture, engineering, and construction industry has really been left behind." "The building that you're recording this podcast from was likely designed using software from the late ’90s, and it probably took 12 to 18 months to design. The models we're developing can do that in a fraction of the time and a fraction of the cost." @dreamhqAndy Elder @AndyElder11Today @arjunmathur_ and I are introducing Dream. We’re announcing $17M in seed funding from @a16z , @svangel , @xyz_vc , and @ziggcap. @dreamhq is developing a new class of models trained to reason about physical space: its geometry, its constraints, and the relationships between objects and the spaces that contain them. With these models, AI can make a real impact in the $13 trillion architecture, engineering, and construction (AEC) industry for the first time.1161.9K
Posts @chamathPretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.2.1K4K41.5K14.1M- MTS@MTSliveFoundry Robotics CEO @adarshkulkarni explains why robots that work 99% of the time still aren't reliable enough to build satellites: "Something that's 90% reliable fails one out of 10 times. Something that is 99% reliable fails one out of 100 times. Something that is 99.99% reliable fails one out of every 10,000 times." "So the difference between 90% and 99.99% is 1,000 times fewer errors. That’s why it’s so hard." "When you're doing manufacturing for critical industries, when you're building drones or batteries or satellites, you really have to be pretty good. You gotta have the nines." @FoundryRoboticsAdarsh Kulkarni @adarshkulkarniToday, @FoundryRobotics is announcing our $100M Series A, led by @MarlinspikeVC with continued support from @khoslaventures. Together we’re securing America's ability to defend, compete, and innovate by building critical hardware at home with our new 130,000-square-foot factory in Emeryville, California. We’re already shipping to paying customers across energy, telecom, autonomous vehicles, and defense. The next era of American manufacturing starts here. Time to build.2162.1K
- MTS@MTSliveSF Compute CEO @evanjconrad advises AI founders to raise 10X more capital than planned, potentially $1 billion, just to secure compute: "I would raise as much money as I can. I would take your round and I would add 10X to it. And if I was an investor, I would buy compute instead." "I would either try to find a big investment grade normal company that I can partner with and use their balance sheet to co-sign on the lease with me, or I would try to raise the biggest round I possibly can, so I’m above the bar." "If you’re trying to raise a round, I think you should try and raise like a billion dollars. I know. That’s the problem. This is why the article was called End of Startups. I don’t think many people can raise a billion dollar round." "If you don’t fix the debt problem, most of the portfolios of various venture firms are gonna consolidate or get wiped out, or they will convert into basically GPU clouds." @sfcomputeElon Musk @elonmuskPretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.0081.6K
Today, @FoundryRobotics is announcing our $100M Series A, led by @MarlinspikeVC with continued support from @khoslaventures. Together we’re securing America's ability to defend, compete, and innovate by building critical hardware at home with our new 130,000-square-foot factory in Emeryville, California. We’re already shipping to paying customers across energy, telecom, autonomous vehicles, and defense. The next era of American manufacturing starts here. Time to build.11464790127K- MTS@MTSliveSF Compute CEO @evanjconrad reveals why some AI startups are being asked to pay up to 5 years of GPU compute costs upfront just to secure computing power: "Many new clusters are being asked for investment-grade credit, which startups don’t have. So to make up for that fact, you’re instead asked for a big prepayment." "Now it’s not the first month up front, it’s 100% prepayment. Somewhere between 30 and 100%. We’ve seen 100%." "You are asked to pay for a three to five-year contract on a supercomputer with all the cash up front. That’s a death knell for startups." @sfcomputeElon Musk @elonmuskPretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.10102.1K
- MTS@MTSliveFoundry Robotics CEO @adarshkulkarni reveals why the factories of the future will look more like data centers than traditional factories: "When you come into Emeryville and see the Foundry facility, it's not like a traditional factory." "It is somewhere between a warehouse and a data center and a factory. There’s GPUs under each work cell. There’s fiber lines coming from the ceiling. There’s a mini data center off to the side. Robotic work cells doing bimanual work, mobile robotics moving parts between them, humans collaborating with them." "I am pretty sure I'm the only founder in Silicon Valley who's gonna brag about his screwdriver. We are building a fundamentally new fastening end effector that is highly reliable, robotics-oriented, and dramatically cheaper than what exists off the shelf." "Everybody else is talking about how they're going to use a complex robot to hold a drill from Home Depot. Doesn't really make sense" "By being a factory company, we get to solve these meaty engineering problems that aren't necessarily companies on their own, and roll it into the factory as the product." @FoundryRoboticsAdarsh Kulkarni @adarshkulkarniToday, @FoundryRobotics is announcing our $100M Series A, led by @MarlinspikeVC with continued support from @khoslaventures. Together we’re securing America's ability to defend, compete, and innovate by building critical hardware at home with our new 130,000-square-foot factory in Emeryville, California. We’re already shipping to paying customers across energy, telecom, autonomous vehicles, and defense. The next era of American manufacturing starts here. Time to build.10162.3K
- MTS@MTSliveSITUATION DETECTED: Anthropic has announced drug discovery partnerships with BigHat Biosciences, Bristol Myers Squibb, Divergence Labs, Enveda, Generate Biomedicines, and The Column Group, and has also begun drug discovery efforts of their own.3122667.6K
- MTS@MTSliveFoundry Robotics CEO @adarshkulkarni explains why America needs to build entirely new factories around AI instead of just putting robots in old ones: "You can’t just retrofit old factories. You have to build net new factories. We need more capacity than exists today." "And if you're gonna build factories from scratch, you might as well figure out the most efficient way to do it that includes robotics, AI, and everything in between. Let's zoom out. The factory's the product." "We have a lot of customers in defense, energy, telecom, infrastructure, industrials. People need to build more things, and we need capacity that doesn't exist." "On the other side, robots are starting to show up. The foundation model labs are pushing the frontier every single day." "Our job is to take the base models and deploy them in really important settings, like manufacturing. Laundry folding is great. I want one. So does everybody else. But we have to do the work to go from a laundry folding model to a satellite building model and deploy it at scale." @FoundryRoboticsAdarsh Kulkarni @adarshkulkarniToday, @FoundryRobotics is announcing our $100M Series A, led by @MarlinspikeVC with continued support from @khoslaventures. Together we’re securing America's ability to defend, compete, and innovate by building critical hardware at home with our new 130,000-square-foot factory in Emeryville, California. We’re already shipping to paying customers across energy, telecom, autonomous vehicles, and defense. The next era of American manufacturing starts here. Time to build.11152.4K
- MTS@MTSliveSF Compute CEO @evanjconrad explains why GPU clusters are bad collateral for lenders: "This article was more of a prediction of a trend that is already happening. I probably should’ve said, currently, most startups cannot buy compute. It is only getting harder and harder and harder." "If you want to finance a GPU cluster, you need to first have collateral, which is typically the hardware itself. The problem with that collateral is nobody wants to buy the hardware. They want to buy the hardware in a data center that’s operated by a company that works." "And the situation in which you recoup that hardware is often the situation in which the person operating that hardware is just as likely to blow up. There’s a lot of correlated risk." "If you are the startup trying to buy a cluster, to the eyes of a lender, you look like you’re gonna blow up." @sfcompute1277817.2K
- MTS@MTSliveMistral researcher @Sagar_Vaze argues Mistral can catch OpenAI and Anthropic despite starting years later and having far less compute: "What it would have taken for us to get to the frontier in 2023 was us to be founded in 2020 or 2019." "This is really the key difference between ourselves, a very new lab, and some of the more established players. We just started a few years later." "The models we've released today are state-of-the-art in a bunch of key capabilities, finance, law, engineering, some multimodal tasks." "On agentic coding, we’re the best OSS model. Catching up with OpenAI and Anthropic is absolutely on the cards. That's absolutely the vision of Mistral." "We don't want open weights and closed weights to have some delta in performance in the long term." "The thing we need to get there is compute. We’ve raised 6 billion, dollars or euros, a lot of money by traditional standards. But compared to what these other labs have raised, it’s a drop in the bucket." "We’ve convinced ourselves that we can do more with less, and the next step is to do much more with much more." @MistralAIMistral AI @MistralAIToday, we release the weights of a new and improved Le Chonk, advancing the open frontier for agentic coding and cybersecurity. 💻 Built to build: Le Chonk ranks #1 on @cognition’s FrontierCode among open models, and sets a new benchmark for Pareto efficiency on @artificialanalysis. 🛡 Built to defend: State-of-the-art in cyberdefense, put through the paces by the world's leading cyber vendors, including @CrowdStrike, @cloudflare, @rubrik, @zscaler, and others. Built for sovereignty: Make it yours. Download the weights on @huggingface , customize it with Mistral Forge, and deploy it wherever you need it. Read more from our team and customers 👇:45263.1K
- MTS@MTSliveSITUATION DETECTED: Hackers attempting to breach the US Federal Election Commission system have triggered an outage, the filing service has been down since 10pm last night, per Reuters.92229623.3K
Today, we release the weights of a new and improved Le Chonk, advancing the open frontier for agentic coding and cybersecurity. 💻 Built to build: Le Chonk ranks #1 on @cognition’s FrontierCode among open models, and sets a new benchmark for Pareto efficiency on @artificialanalysis. 🛡 Built to defend: State-of-the-art in cyberdefense, put through the paces by the world's leading cyber vendors, including @CrowdStrike, @cloudflare, @rubrik, @zscaler, and others. Built for sovereignty: Make it yours. Download the weights on @huggingface , customize it with Mistral Forge, and deploy it wherever you need it. Read more from our team and customers 👇:
3817535.9K680K- MTS@MTSliveFCC Chairman @BrendanCarrFCC warns superintelligence could supercharge cyberattacks on America's networks and explains how the FCC is fighting back: "This is a significant work stream at the FCC. We have a SCIF, a secure facility just down the hall from me here. I spend a lot of time in that." "There’s this traditional foreign bad actors that are constantly looking to push and prod and work their way into our network infrastructure. But superintelligence is just gonna supercharge the ability of people to try to launch cyberattacks, and we’re very cognizant of that." "President Trump has stood up the SI force. Scott Kupor’s got a piece of this from OPM, and Chairman Ferguson at the Federal Trade Commission has a piece of this." "We just had a meeting on this, and we are working very hard on the stepwise challenges that superintelligence is gonna bring to securing our network." "Historically, the mindset in government was, what is our authority? Let’s adopt rules and regulations. It’s a multi-year process. But that’s too slow. The attack vectors right now, powered by SI, change hourly and daily." "We need to be in constant touch with C-suites telling, here’s what we’re seeing. What are you seeing? What change are you gonna make?" @FCC10132.4K
- MTS@MTSliveMistral researcher @Sagar_Vaze reveals how Mistral Large 4 matches GLM 5.3 on a coding benchmark while using 50% fewer output tokens: "It's our first flagship OSS release in a while. It's a trillion parameter model trained on 1E25 FLOPs." "This FLOP budget and parameter scale is a key milestone in any AI lab's development. We had to build out our own data centers. This model was trained from scratch on our own compute, which we built just outside of Paris." "It's by far the best agentic coding model we've released, both in our internal testing and with third party evals. On the AA coding index, it's exactly tied with GLM 5.3 but needs 50% less output tokens." "On these critical domains for our customers, cyber defense, finance, law, we're not only best OSS, but in many cases, the best model, period." @MistralAIMistral AI @MistralAIToday, we release the weights of a new and improved Le Chonk, advancing the open frontier for agentic coding and cybersecurity. 💻 Built to build: Le Chonk ranks #1 on @cognition’s FrontierCode among open models, and sets a new benchmark for Pareto efficiency on @artificialanalysis. 🛡 Built to defend: State-of-the-art in cyberdefense, put through the paces by the world's leading cyber vendors, including @CrowdStrike, @cloudflare, @rubrik, @zscaler, and others. Built for sovereignty: Make it yours. Download the weights on @huggingface , customize it with Mistral Forge, and deploy it wherever you need it. Read more from our team and customers 👇:35463.5K
- MTS@MTSliveFCC Chairman @BrendanCarrFCC announces the FCC has approved Amazon's acquisition of Globalstar, setting up a new satellite connectivity battle with SpaceX: "Just today, in fact, we’re announcing that we’re approving Amazon’s buy of Globalstar, which is gonna help them facilitate their entry into that direct-to-device market in competition with SpaceX, in competition with lots of other providers." "That’s another sort of breaking news that we’re working on here. It’s part of all this new robust investment we’re seeing in direct-to-device technologies." @FCC22133.6K
- MTS@MTSliveSITUATION BREWING: Binance may have been hacked. In a statement to Bloomberg, Binance said "We are aware of reports of a potential security issue and we are actively investigating." Tether CEO Paolo Aroino has frozen 1.567B UDT related to the potential hack.41717212.1K
- MTS@MTSliveMTSRT @GregKamradt: Going on MTS in 5 minutes to chat benchmarks and future of ARC Prize/AGI Join inMTS @MTSliveOPENAI PHYSICS BREAKTHROUGHS | BLUECHIP LAPTOP | QWEN NEURONS040820
- MTS@MTSliveMistral researcher @Sagar_Vaze argues some of the most serious recent AI cyberattacks came from closed models, not open-source ones: "If you look at the most significant malicious attacks that have happened recently, these have actually been perpetrated not by open weights models, but by closed weights models which have either been jailbroken or, in some cases, during training, escaped their sandbox. In practice, that’s how many of the attacks have been perpetrated." "Defenders trying to shore up their own defenses are having their requests refused by these same providers, because cutting-edge defensive requests look quite similar to offensive ones." "People trying to defend from malicious attacks, often from closed weights models, find they have no recourse but to use an open weights model." "It's critical that there are open weights models of sufficient strength that people can scalably defend their infrastructure." @MistralAIMistral AI @MistralAIToday, we release the weights of a new and improved Le Chonk, advancing the open frontier for agentic coding and cybersecurity. 💻 Built to build: Le Chonk ranks #1 on @cognition’s FrontierCode among open models, and sets a new benchmark for Pareto efficiency on @artificialanalysis. 🛡 Built to defend: State-of-the-art in cyberdefense, put through the paces by the world's leading cyber vendors, including @CrowdStrike, @cloudflare, @rubrik, @zscaler, and others. Built for sovereignty: Make it yours. Download the weights on @huggingface , customize it with Mistral Forge, and deploy it wherever you need it. Read more from our team and customers 👇:02202.9K
- MTS@MTSliveSITUATION EXPLAINED: OpenAI says its AI cracked 3 major open problems in math, computer science, and physics at once. • The math result claims to prove "local smoothing" for waves in every dimension, which would settle the Kakeya, Stein restriction, and Bochner-Riesz conjectures together • That would turn Hong Wang's 3D Kakeya proof, which won a Fields Medal this year, into a special case • The CS result refutes the exponential time hypothesis, the belief that problems like 3-SAT always take exponential time • Hundreds of papers rely on that assumption, and OpenAI says the proof was checked in Lean • The physics result claims existence proofs for 4D Yang-Mills, QCD, and a grand unified theory, but not the mass gap needed for the $1M Millennium Prize • A group led by Nobel laureate David Gross is reviewing the physics proof, and its materials haven't been released • OpenAI says it won't seek academic credit for discoveries made by its internal models @theojaffee: "Don't defer to the experts on releasing materials. You can defer to them on how you should communicate your results, but I don't see any legitimate reason for academics to block the result of a major math or science thing just because they want to."Greg Brockman @gdbAnnouncing three major scientific discoveries, one each in mathematics (harmonic analysis), computer science (complexity theory), and physics (quantum field theory). AI starting to help us improve our understanding of the universe!21243.2K
- MTS@MTSliveAI safety researcher @s_r_constantin explains why AI can write code but still struggles to come up with genuinely good ideas: "Writing is bad. Generally, I don't see hallucinations. I don't see syntax errors in code." "Often I do see bad ideas if I’m trying to idea generate. I’ve been trying to make a font and they’re terrible." "Vibe coder websites tend to have a bunch of client-side bugs, where you reload, it goes away, because it hasn't tested all the different possible user paths." "This is a unanimous thing I hear. What’s the next project? They give you stuff you wouldn’t wanna do."53284.5K
Announcing three major scientific discoveries, one each in mathematics (harmonic analysis), computer science (complexity theory), and physics (quantum field theory). AI starting to help us improve our understanding of the universe!6792K16.2K3.2M- MTS@MTSliveAI doomers may be making the same mistake AI skeptics made: underestimating what AI can do while overestimating how predictable its future is. @s_r_constantin explains why real science rarely follows our intuitions: "The hardcore AI skeptics, the Gary Marcus of the world who is like, AI does not work, I think events have ruled that out." "AI has done things that many people, including me in the past, thought were not going to happen." "I have skepticism about very fast end of the world scenarios. Skipping the need to do experiments because you can just see into the nature of physics and create a superweapon." "That seems to be more common among people who have no experience in the natural sciences. In real life, things don’t turn out the way you think a priori almost ever, even if you’re very smart." "I want to do things that are low regret. You rarely regret learning how machine learning systems work better. But there are policies that, if you’re wrong, you are imposing a lot of costs."11244.5K
- MTS@MTSliveMTSRT @evanbeard: I’m joining @MTSlive to talk about the future of AI-native robotics, why fast-trained, rapidly deployed robots are key to reindustrializing America, and what the U.S. needs to get right. Don't miss it and tune in at 5pm ET!MTS @MTSliveOPENAI PHYSICS BREAKTHROUGHS | BLUECHIP LAPTOP | QWEN NEURONS040850
- MTS@MTSliveAI safety researcher @s_r_constantin explains why AI labs might escape liability when their AI agents launch cyberattacks on their own: "I'm not a lawyer, but I have asked some lawyers to sanity check, and it does seem like a gray area at least." "US law has this economic loss rule. If all you cause is economic damage, not damage to property, you cannot sue as a tort for negligence." "And what we have is a new situation. There are unintentional cyberattacks now. The law on cyberattacks explicitly says it has to be deliberate." "If all it does is expose private information that allows somebody to have their bank account hacked, courts have found that to be economic loss. If it’s a negligence case, you don’t have a lawsuit."Sarah Constantin @s_r_constantinif an AI company’s agent breaks out of the sandbox and does a cyberattack, you’d think you could sue the company for the damage this causes. It looks like…maybe you can’t??? It would be good to get an actual lawyer to confirm though.21122.8K
- MTS@MTSliveSITUATION EXPLAINED: Google DeepMind just launched Genie 4, a world model that builds interactive worlds you can walk into, with sound. • You describe a scene or upload a photo, and Genie 4 generates a world you can move through in real time • It now generates its own audio, from ambient sound and music to characters that talk back • You can reshape the world mid-session with text, like changing the weather or adding a person • Google is also using it to simulate robot tasks, like Apptronik’s Apollo humanoid playing checkers • Google says visuals and object permanence can still drift during longer sessions • It's a research preview for now, coming first to Google AI Ultra subscribers through a waitlist @theojaffee: "I predict that I’m going to use these things basically as much as I use LLMs today."Google DeepMind @GoogleDeepMindThis is Genie 4, our most realistic and interactive world model yet. 🌐 Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.44394.1K
if an AI company’s agent breaks out of the sandbox and does a cyberattack, you’d think you could sue the company for the damage this causes. It looks like…maybe you can’t??? It would be good to get an actual lawyer to confirm though.53233K
Google DeepMind@GoogleDeepMindThis is Genie 4, our most realistic and interactive world model yet. 🌐 Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.9692.6K23.7K3.4M- MTS@MTSliveHugging Face researcher @evijit reveals how Carbon-X, a 14B open-source AI model, rivaled GPT-6.1 Sol on genomics benchmarks for a fraction of the cost: "On many science benchmarks, closed models are ahead and open models are falling behind." "When you try to make a model better for science, you can’t really do that with existing architecture, with existing data." "For Carbon-X, we had to take the Qwen3-14B model and mid-train it with 300 billion tokens of English and DNA. RL fine-tuning will not help you. That made it comparable on genomic benchmarks with GPT 6.1 Sol, for a tiny, tiny fraction of the price." "Academics don’t have the kind of resources that these closed labs do." @huggingfaceLoubna Ben Allal @LoubnaBenAllal1Introducing Carbon-X: The best open DNA model. We midtrained a 14B model on DNA and text, and it beats every open language model and matches GPT-6.1 Sol at 1,000x lower cost. Ask it about a sequence, what a mutation does, or to generate new DNA.00153.1K
- MTS@MTSliveSITUATION EXPLAINED: Palmer Luckey says it's "humiliating" that he can't buy an American-made computer, so Anduril is building one. • Anduril and Qualcomm's BlueChip is a rugged laptop for the military, government, and first responders, with orders opening in 2027 • Its Snapdragon X processor is made at TSMC's new fab in Arizona • About 90% of its parts by cost come from the US or allies, and Anduril says it's working toward 100% • Anduril will assemble the circuit boards at Arsenal-1, its new weapons factory in Ohio • Today, about 3/4 of laptops are assembled in China, and chips from Apple, AMD, and Qualcomm are mostly made by TSMC in Taiwan @theojaffee: "This is cool and all, but they can't manufacture all of the components in America. Is it just assembling it in America? Like, they're not manufacturing the chips and the memory here, are they? If they do, that would be cool."Anduril Industries @anduriltechBlueChip. Built in America. America made the first electronic computer to win a war. Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation. Today, we bring it home.33424.9K
Introducing Carbon-X: The best open DNA model. We midtrained a 14B model on DNA and text, and it beats every open language model and matches GPT-6.1 Sol at 1,000x lower cost. Ask it about a sequence, what a mutation does, or to generate new DNA.5011365095K
Anduril Industries@anduriltechBlueChip. Built in America. America made the first electronic computer to win a war. Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation. Today, we bring it home.9752.8K29.8K3.7M- MTS@MTSliveHugging Face researcher @evijit explains why billions in taxpayer-funded scientific research are still buried in PDFs that AI can't easily use, and how Project Protostar aims to fix it: "The United States invests $190 billion in R&D research." "When taxpayer data is funding research, the research is not published in a way that is AI-ready. They’re in the form of a table in a PDF, or in very small silos like OpenFDA." "This initiative encourages publicly funded organizations to convert their work into AI-ready formats, into Hugging Face datasets, and release their models and research openly." "This is a Hugging Face project in collaboration with ORCA and Open Forum for AI, along with six orgs. CMU, George Washington University, Purdue, Georgia Tech, Arizona State, and Astera Institute." @huggingfaceAvijit Ghosh @evijitAnnouncing Project Protostar, the next initiative from the our open science efforts at @huggingface.02173.3K
- MTS@MTSliveMTSRT @liangsays: thank you @FCC for trusting us and going direct on mts to share the amazon news and for clipping/sharing the content in real time. so fast, we need to catch up!FCC @FCCBREAKING: FCC Approves Amazon Leo's Acquisition of Globalstar @BrendanCarrFCC announces the news live on @MTSlive — “This is part of this new, robust investment we’re seeing in direct-to-device technologies.” Learn more about the approval🧵⬇️020880
Announcing Project Protostar, the next initiative from the our open science efforts at @huggingface.53244.5K
BREAKING: FCC Approves Amazon Leo's Acquisition of Globalstar @BrendanCarrFCC announces the news live on @MTSlive — “This is part of this new, robust investment we’re seeing in direct-to-device technologies.” Learn more about the approval🧵⬇️123811915.4K- MTS@MTSliveHugging Face researcher @evijit reveals how AI agents audited 2,200 scientific papers and uncovered claims that didn't hold up: "Our Gradio team did this for ICML. We ran replication on 2,200 papers with agents." "Some of the claims made in those papers did not stand up, and we contacted the authors. Some of them made changes to the papers on arXiv. Some of them reran the experiments." "We have a schema where we ask people reporting an evaluation result to also list, what was the temperature, what was the top P, top K. Define your evaluation in a way that is machine readable and therefore machine replicable." "It’s really bad. The claims are not verifiable by humans because so many papers get submitted." @huggingface🍉 Abubakar Abid @abidlabsWe wrote up a blog post about what we learned by reproducing 2,200 accepted ICML papers with agents, including the falsifications that we found 🌶️🌶️71203.4K
- MTS@MTSliveMTSRT @Ed__Johns: On the back of our @Machenta_ launch today, I'll be joining MTS live today at 8:45pm UK, 1:45pm PT. Join us at the link below to hear all about the world of Instant Robot Learning!MTS @MTSliveOPENAI PHYSICS BREAKTHROUGHS | BLUECHIP LAPTOP | QWEN NEURONS020911
We wrote up a blog post about what we learned by reproducing 2,200 accepted ICML papers with agents, including the falsifications that we found 🌶️🌶️496823.6K- MTS@MTSliveSITUATION DETECTED: Anthropic is SpaceX’s largest single customer, and accounted for more than one third of SpaceX's revenue during the third quarter of this year, per Bloomberg.112146417.4K
- MTS@MTSliveMTSRT @FCC: LIVE @ 1:30 PM ET — Chairman @BrendanCarrFCC joins @MTSlive to discuss the next-generation transformation in American connectivity. You won’t want to miss this…👇MTS @MTSliveOPENAI PHYSICS BREAKTHROUGHS | BLUECHIP LAPTOP | QWEN NEURONS0140967
- MTS@MTSliveSITUATION EXPLAINED: Anthropic cut off Chinese labs from distilling Claude, so they reportedly switched to OpenAI's GPT-6 Astra. • Moonshot's Kimi K3.1 Pro and DeepSeek's V4.1-Flash 1017, both released this month, were reportedly trained on Astra's outputs, and neither lab has commented • Distillation means training a smaller "student" model to copy a stronger "teacher" model's answers, and it works through a normal API without the teacher's weights • In February, Anthropic said DeepSeek, Moonshot and MiniMax used about 24,000 fake accounts to run over 16 million chats with Claude • Distillers mostly want Claude's step-by-step reasoning, and in Anthropic's own test, a model trained on it scored 80.4% on a coding benchmark vs 71.8% when trained on summaries • Anthropic now hides that reasoning from distillers and bans their accounts, often within 2 hours of a campaign starting • Anthropic reportedly told investors distillation made up 5% to 7% of its revenue, and it's walking away from that money to shut it down • OpenAI said in September that it traced a distillation campaign that began in July to people linked to Moonshot @theojaffee: "It's not all distillation. I think there's a little bit of cope going on here. They genuinely have amazing talent. They're genuinely able to work very well with very limited resources compared to what US labs have in terms of compute."86526.8K
- MTS@MTSliveSITUATION DETECTED: Google has released their Genie 4 world model in research preview, and announced that it is coming soon to Ultra subscribers in Project Genie.5624111.8K
