It’s such a weird time in AI right now.
The rats / alignists /doomers have spent literally decades warning everyone what a big scary powerful monster AI is, or will be, while simultaneously (at the big labs) trying to build that very same monster, while at the same time working to make it “safe.” (And supposedly; this self-abnegating, obsessive mission is the height of “rationality.”)
But, the AI’s very corrigibity (supposedly a desirable trait) gives bad actors a lever on its power, conflicting with the very goal of safety. This has always been an obvious flaw with the alignists’ vision.
Mostly the outside world has ignored them, but finally Dario succeeded in releasing an AI (Fable) that is (genuinely) powerful enough to be legitimately dangerous in the wrong hands.
But, perhaps the most dangerous thing would be for this power to be weilded asymmetrically, where attackers have it and defenders do not. A situation where some parties have access while others do not seems inherently destabilizing.
I honestly feel sorry for the administration — as it’s very unclear what the right path is at this moment.
In a way, the “pause AI” crowd got exactly what they wanted, at least for the moment, as progress is paused since the labs know that any model as powerful as Mythos or Fable is liable to get shot down.
But, this situation is not likely to last for long, as open-source models are quickly catching up. We probably have only about six months before a model as powerful as Mythos/Fable (or better) gets released in a way that is harder to shut down.
So, what’s next at this point? Hell if I know… 🤷🏼♂️
The game's original set of 22 levels were all designed by Fable, but today Opus 4.8 helped me develop a new level (World 2, Level 6) that represents the capstone of the construction in my ICRC 2017 paper proving Ballistic Asynchronous Reversible Computing is universal.
The first simple version of this project -- an (educational) puzzle game that lets people learn and play around with the BARCS (Ballistic Asynchronous Reversible Computing in Superconductors) model of computation -- is now live at https://t.co/FMxiOXKojL. Give it a try!😃
I prompted Claude Fable 5 to use Python to generate a 9:16 social video and render it using ffmpeg. Told it to put its own personal spin on it so it’s aligned with Anthropic’s launch and to fully express what it’s like to be an LLM hated by Theo from its POV.
It made this lmfao.
42 years ago today I made a surprising discovery that every year has been showing us more and more about the answer to life, the universe and everything...
https://t.co/z1uA3RyxYF
Vaire is approaching AI compute from a different angle: reduce energy loss at the physics level rather than optimize software or architecture alone. https://t.co/3A12HV6VQp
Jensen Huang just called out every CEO who’s been firing people “because of AI.”
Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive.
Jensen's answer:
"For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more."
Read that again.
The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing:
They have no imagination.
They have no vision for what comes next.
They got handed the most powerful tool in human history and their FIRST instinct was to fire people.
This is the CEO of NVIDIA. The company whose chips power every AI system on the planet.
If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang.
And he said the OPPOSITE.
He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it.
But here's where it gets really interesting...
During the same interview, Jensen revealed something nobody's talking about:
He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees.
One to two billion per week.
That's a $50 to $100 BILLION annualized run rate.
For companies that most people think are burning cash and making nothing.
The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong.
Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real.
So if the money IS real, why are other companies firing people?
Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets.
They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board.
Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines.
That number doesn't include the new chips, systems, or partnerships announced this week.
And he's not cutting people. He's hiring.
Because when you have imagination, more capability means MORE opportunity. Not less headcount.
Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency."
Jensen's response: You're out of imagination.
He also said something that stuck with me.
Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's.
His answer: "I was just trying to make it through the shift."
Biggest tip he ever got? Two, three dollars.
Now he's building tech that increased computing demand by one million times in two years.
He announced OpenClaw, which he says is as big as ChatGPT.
And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet.
When asked how long he plans to keep working?
"I'm hoping to die on the job. And I'm not hoping to die anytime soon."
This is a man who believes every single thing he's building.
And his message to every CEO using AI to justify layoffs is simple...
You're not innovating. You're surrendering.
The technology wasn't built to shrink companies.
It was built to make them limitless.
If your leadership can't see that, the problem isn't AI.
It's THEM.
"Jesus, Paul, look at this receipt—ten dollars for a single potato. This new Value-Mart AI surge pricing is killing me, man. Killing me."
“That’s nothing, Bill. Wait ’til the next update: the store will be able to see exactly how much money you have in your bank.”
“You’re kidding.”
“And your 401k.”
“@#$% me sideways.”
“That’s why I use URCHN to do my groceries.”
“Really? What’s URCHN?”
“URCHN is the latest in affordable concierge shopping.”
“Oh, you mean like Uber or Instacart. What makes them different?”
“Orphans.”
“𝑂𝑟𝑝ℎ𝑎𝑛𝑠?”
“That’s right, Bill. And not just any orphans. Dirty, starving orphans who live under overpasses.”
“Uuuh.”
“As you know, the cameras in the grocery aisle scan your face and adjust the price based on race, socioeconomic status, and dietary restrictions. But you know who always gets the best prices, no matter what?”
“…orphans?”
“Yep.”
“I don’t know, Paul, that seems a little-”
“Of course, the AI still discriminates based on race, which is why they send a multi-racial team of no less than four dirty orphans to buy your groceries.”
"Um."
“The Latino child buys your rice, and the Asian child buys your tortillas.”
“Yeah, no, I get it.”
“And the black child-”
“Sorry, uh, these are children, right? Small children?”
“Of course. Teens would raise the price.”
“How do they, uh, reach the items on the top shelves?”
“They stand on each other’s emaciated little shoulders.”
"Jesus."
"Yeah, the Hispanic orphan tends to be on the bottom."
"What?"
"Sturdy stock."
“…and how much do you save?”
“My last potato was 34 cents.”
“#$&@ it, I’m in.”
---
[r][title: AI Surge Pricing]
An engineer dies and ends up in Hell. 😈
Engineers don’t usually end up there, so the Devil is pretty surprised. Hell, as expected, is a mess — the AC is broken, the pool is empty, the roads are falling apart, and everything is miserable. 🔥
After some time, the engineer starts fixing things. The AC works again, the pool is full, roads are repaired, and suddenly Hell is… comfortable. 😳😄
Eventually, God looks down and notices people in Hell actually enjoying themselves. Confused, He calls the Devil and asks what’s going on.
The Devil replies,
“That engineer you sent us has been fixing things. He’s doing wonders down here!”
God exclaims,
“WHAT?! Engineers don’t go to Hell! That must have been a mistake. You have to give him back: he belongs in Heaven!”
The Devil crosses his arms and says,
“No way. We like our engineer.”
God says,
“If you don’t give him back, I’ll sue you!” ⚖️
The Devil grins and replies,
“Yeah, good luck with that? Where are you going to get a lawyer?” 😂
Of course that’s your contention. You just heard about DeepSeek two days ago. Just got done watching some 40-minute deep dive—Deirdre Bosa, probably. You’re going to be talking about how this complicates things for the hyperscalers and how NVIDIA stock traded down 15%.