Yesterday, Claude deleted the entire Gmail history of a woman who works as an AI safety researcher at Meta's superintelligence team.
Today, we're learning it's moving on to tackle COBOL running 43% of the banking system, 93% of ATMs, the IRS, and $3T of daily settlements. Nice.
We have a long history of model architecture innovations, and we're continuing to explore new ideas. Here's some early work that shows promising results on extending the context length over which a model can reason over.
🚀 Launching DeepSeek-V3.2 & DeepSeek-V3.2-Speciale — Reasoning-first models built for agents!
🔹 DeepSeek-V3.2: Official successor to V3.2-Exp. Now live on App, Web & API.
🔹 DeepSeek-V3.2-Speciale: Pushing the boundaries of reasoning capabilities. API-only for now.
📄 Tech report: https://t.co/7EyydyNuG0
1/n
8B model can outperform AlphaEvolve on open optimization problems by scaling compute for inference or test-time RL🚀!
⭕Circle packing:
AlphaEvolve (Gemini-2.0-Flash/Pro)
: 2.63586276
Ours (DeepSeek-R1-0528-Qwen3-8B)
: 2.63598308
🔗in🧵
[1/n]
Extremely concerning.⚠️⛔️
2008 vs 2025 Credit default swaps
The recent uptick in Credit Default Swaps (CDS) for AI-heavy companies is worth monitoring closely—it’s a yellow flag signaling growing investor unease over the sector’s massive spending spree AI companies are flashing yellow — some (CoreWeave, Oracle) are worse than the worst banks in mid-2007.
Watch Oracle & CoreWeave auctions next week — if spreads hit 200+ bp, we’re in 2008 territory.
The lead up to the GFC vs AI cds spreads shown below.
🚀 Hello, Kimi K2 Thinking!
The Open-Source Thinking Agent Model is here.
🔹 SOTA on HLE (44.9%) and BrowseComp (60.2%)
🔹 Executes up to 200 – 300 sequential tool calls without human interference
🔹 Excels in reasoning, agentic search, and coding
🔹 256K context window
Built as a thinking agent, K2 Thinking marks our latest efforts in test-time scaling — scaling both thinking tokens and tool-calling turns.
K2 Thinking is now live on https://t.co/YutVbwktG0 in chat mode, with full agentic mode coming soon. It is also accessible via API.
🔌 API is live: https://t.co/EOZkbOwCN4
🔗 Tech blog: https://t.co/n7xxaszqzF
🔗 Weights & code: https://t.co/4ukcXB0iP6
My "Tibet" documentary is here!
This is part one of "Seven Days in Xizang," titled "Place of the Gods," where I take a train to Lhasa to find out if Western media claims about "Tibet" are true or not.
Did you know Lhasa means "Place of the Gods" in Tibetan!?
WATCH FREE HERE:
Mr Dalio is not an historian; I am. The Gauls were ‘Roman’, as were the Iberians, Britons, Libyans, Levantines, Hellenes, Thracians, and Dacians. Being ‘Roman’ wasn’t ethnic, tribal, or geographic. The collapse of Rome was internal over the span of its empire as different factions contested power.
Same for US collapse of empire. The TechBros are wresting control from NeoCons. The hedge fund bros are sniping the globalists. The collapse is internal.
The rest of the world isn’t invading; we’re making popcorn.