Anthropic needs to solve the computer/power problem or they will be the Friendster of the AI era.
I just ran a semi-complicated stock screening prompt on all four major AIs: Grok, Gemini, ChatGPT and Claude.
The first three returned comparable results. Claude refused to do the work.
Not the way to win guys…
Dario reiterates in his latest article: Powerful AI ("AGI") is coming in 2028.
As a reminder, here's what he said about it in Machines of Loving Grace:
"Powerful AI" describes a system that is not just better than humans at individual tasks, but smarter than top experts across most important domains, able to reason, create, code, research, and act autonomously through digital interfaces.
and
"A country of geniuses in a datacenter" means that millions of these highly capable AI agents could run in parallel, working faster than humans and collaborating like an entire nation of Nobel-level experts compressed into computing infrastructure.
In the latest blogpost they write:
"When US frontier labs release new models in 2028 that achieve step-function advances in capabilities (similar to the relative impact of Mythos Preview in April 2026)"
@kimmonismus Nvidia stock is already reacting.
A wise man once said, wait for days before reacting to anything Trump says he will do.
I strongly think it's a negotiating tactic.
Mark Zuckerberg and Meta Platforms $META just sent a memo to employees saying
Meta Platforms is installing a new tracking software on the computers of all employees in the United States 🇺🇸 so it can train its AI
Meta said the tracking tool will run on a list of work-related apps and websites
The tool will capture stuff like mouse movements, keystrokes and screenshots of what the employees are seeing on their screens - Reuters
Nvidia’s networking business comes from Mellanox, a company it acquired in 2020.
It was designed to connect data centers, has grown into the company’s second-largest revenue driver behind GPUs. Last quarter, it reported $11 billion in revenue, a year-over-year increase of 267%.
Nvidia’s networking business comes from Mellanox, a company it acquired in 2020.
It was designed to connect data centers, has grown into the company’s second-largest revenue driver behind GPUs. Last quarter, it reported $11 billion in revenue, a year-over-year increase of 267%.
Amazon just confirmed 16,000 layoffs but sources inside are telling me the real story is so much worse
Word from three different VPs: the 16K number is just "Phase One" - internal docs show another 14,000 cuts planned for Q2
A director in AWS walked me through their new "efficiency matrix" - entire teams being replaced by 2-3 senior engineers running Claude Sonnet workflows
The Alexa division got completely hollowed out. 847 engineers two months ago. 23 remaining after this week. All hardware development moved to a Bangalore team of 31 contractors with Cursor access
Here's the sick part: they're making the outgoing engineers document their entire decision-making process into "knowledge transfer sessions" that are being recorded and fed directly into training datasets
One L7 told me he spent his final two weeks creating detailed prompt libraries and workflow documentation. Thought he was being helpful for the transition
Turns out he was literally training the AI agent that replaced his entire org
The contractors offshore are using his exact prompts and shipping features 40% faster than his old team of 12 Americans ever did
Internal Slack shows leadership celebrating "operational excellence" while badges get deactivated in real-time
They're calling it "right-sizing for the AI era" in the all-hands
But the P&L sheets I'm seeing show $280M in salary savings this quarter alone
The knowledge extraction is complete
If you're still at Amazon and haven't started job hunting, you're already dead