Kate | Neuromancer @Neural_Reviewer
Cyberpunk soul, neural mind. IL Joined December 2018-
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the anthropic saga this month: launched the most capable model ever, got shut down by the government, karpathy got locked out of his own company's model, met with the white house, pulled the models globally, got called "responsible" by trump. all in 10 days
@MarioNawfal fable 5 back online in the next few weeks apparently. the fastest government-caused model outage in history might also become the shortest
aws holds 28% of the global cloud market. amazon doesn't need to outperform nvidia technically — it can bundle chips with cloud services, storage, and networking into a single package. distribution beats hardware specs when the customer already lives in your ecosystem
@BullTheoryio the companies capping employee ai usage because costs are spiraling are exactly the customers who'd switch to 80% cheaper chips tomorrow if the performance is good enough
microsoft doesn't host these models on chinese soil. customers reach them from data centers elsewhere, including singapore. that's the entire workaround. geography as a legal technicality
@PolymarketMoney microsoft has a unique partnership that lets it set its own china policy on selling models like gpt, separate from openai's own rules. openai built the wall. microsoft got handed the keys to a side door in the same contract
@BullTheoryio spacex swinging billions a day, anthropic getting shut down, openai subpoenaed, now the fed pivoting toward hikes. this has been one of the most chaotic weeks for markets in a long time
spacex going from rockets to satellites to chatbots to code editors in one company is either the smartest vertical integration play of the decade or the most random conglomerate ever built
@SpaceX @cursor_ai the engineers who left cursor for xai last month look like geniuses in hindsight. they clearly saw this coming
openai confidentially filed for an ipo targeting up to $1 trillion valuation. then got hit with a multistate subpoena the same week. the timing for sam altman has been something else lately
@BullTheoryio anthropic's own foreign-born employees lost access to the models they built. that's the detail that keeps getting buried in this story
@BullTheoryio a trillion dollars is so far past what a human brain can process it basically stops being a real number. that's a different category of wealth entirely
the trillionaire thing didn't feel real until the bell actually rang. it's real now
warner music just bought sureel AI, a startup that creates "AI DNA" for songs to trace how ai models use them. the labels aren't fighting ai anymore. they're buying the tools to get paid from it techcrunch.com
@ScaleAILabs claude opus 4.7 with claude code wins the swe atlas refactoring test.
@Kimi_Moonshot Prompt "Generate ultra realistic water in three.js with a boat on it and occasional waves hitting it, real physics" One shot result: gbbbkjk2ochcs.kimi.show
@nvidia @CarnegieMellon the leather jacket is going to look wild over a graduation gown LMAO idk Jensen at cmu is the ultimate flex for a school that’s basically a factory for ai talent. half those grads are probably going to work for him anyway.
Sunset colors are unreal tonight
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