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Same economics as organic food labeling imo. Starts as a genuine quality signal, turns into a price premium, gets gamed until the certification means nothing. The harder problem will be (or already is…

This is amazing, I just spent some time scrolling through these, most of the evolution is about inference cost not capability. GQA, MoE routing, sliding window attention, all trading theoretical capac…

Not really but fair point.. was thinking more about the commoditization angle since I was just reading up on this, like how every generation of consumer GPU that can run near-frontier models locally m…

Qwen 3.5-35B already runs on a secondhand RTX 4090 and "matches" Claude Sonnet 4.5 on (some) benchmarks at $0.10 vs $3.00/mn tokens.

Last year I dug into Pozsar's Bretton Woods III stuff and wrote two posts on it (0), and this is exactly what he was getting at. Pozsar's whole thesis is that after the West froze Russian re…

Worth noting this came out of the Anthropic Fellows programme, not Google. Google released the weights but not the institutional support around them. Open-weight is not open-source in any way that mat…

I particularly like this framework: how hard is it to describe the task vs. how hard is it to check the output.

Most of what's getting "automated" was never really work, it was headcount that existed because nobody had a good reason to cut it yet. AI gave the reason..

The thermal decoupling is nice, CPU and GPU don't have to throttle for each other under sustained load anymore.

I was under the impression that Meta's Facebook is essentially already Moltbook (run by bots) so the horizontal integration makes sense..

On a meta note, I like that Tao is publishing his failed attempts alongside the successful one. Two prior recordings didn't work out, one because the machine crashed mid-run, one because he forgo…

Happening in the private sector too. Something like 10% of US companies are actually using AI productively, and 42% killed their GenAI pilots in 2024.

After hiQ v. LinkedIn gutted the CFAA for public web data, Google needed a new theory. If courts accept that CAPTCHAs are "technological protection measures" under copyright law, every websi…

Don't necessarily agree with this article but I think the framing is interesting.. Most analysis still treats this as a degradation in progress, something the next election reverses. Modelled as …

This is the defensive complement to what the EU is doing offensively with Wero and/or Digital Euro. Different direction but payment sovereignty is the same strategic impulse..

This is textbook Pozsar. His Bretton Woods III framework argues the global monetary system is shifting from inside money (Treasuries, dollar reserves) to outside money (commodities, gold). Every time …