David Notik

Founder @interactorai, your customer-facing AI teammate. Also @miamitech_ai

[(✿◠‿◠) @thetradingchick]

I'm gonna be honest about Sunset Harbour in Miami Beach.

It's one of the best areas to casually enjoy on a day-to-day basis. Everything you need: Barry's, Avo, Sunset Padel, Bey Bey, Solidcore, Lucali, Harbour Club, Uchi...Fresh Market, Publix, non-toxic home good stores...consignment stores, jewelry stores, multiple heated yoga options, Sweat 440, but all in 3 blocks radius. ICONIC lifestyle. But the condos around are shit. Except this condo building. Mark my words this PH is an epic buy.

[Gavin Baker @GavinSBaker]

Regret the tone of my post on data centers yesterday.

What I should have said:

There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this.

On balance, data centers are awesome for America in every way.

On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project.

On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns.

On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians.

On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers.

On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries.

On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land.

Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged.

When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America.

I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw.

Might write up open-weight AI tomorrow as this is equally essential to America.

[Kim-Mai Cutler @kimmaicutler]

Everyone remembers what happened when Google tried to give San Francisco free citywide Internet in 2005 or when Mark Zuckerberg gave $75 million to SF General Hospital in 2015 after his wife did her residency there.

[Tibo @thsottiaux]

Your Codex and ChatGPT Work reset will land at 6pm PST.

I challenge you to burn as much usage as you can and discover and the latest awesome features.

Time to go /fast

[Tibo @thsottiaux]

We are reseting usage for all paid users of Codex and ChatGPT Work.

Please continue reading for an update on Codex usage limits. The team has been working around the clock, going through thousands of reports and shipping fixes.

Depending on how you use Codex, you should see your usage go between 10% and 50% further than before.

We really went with a fine comb, with many uncovered small things being longstanding and here is what we found and fixed:
- Compaction. We were keeping old images during compaction, sometimes making the context large enough to trigger compaction again. After the fix, usage dropped around 10% for users making heavy use of images. Fixed.
- Memory. Background memory workers could inherit Stop hooks and keep running when the hook wouldn’t let them finish. This affected fewer than 1% of users, with the long tail being pretty bad and we saw one example thread check whether it could stop 15,000 times. Fixed.
- Goals. In some cases, a set /goal could finish and then keep going past the intended stop condition, or the model would keep retrying broken tools without stopping. We saw examples consume anywhere from 15% to 70% of a weekly allowance. Fixed.
- Automations. Some custom schedules could run more frequently than configured. Fixed.
- Subagents. Smaller models (e.g. Luna) sometimes picked more capable helpers without being explicitly asked. The same was true where the orchestrating model not running in /fast mode could request sub-agents to run /fast. Fixed.
- Computer History. The older implementation could lead to repeatedly summarizing overlapping activity. For some cases we saw it consume up to one fifth of the weekly usage per week. Fixed.
- Rolling task summaries. Ordinary turns were triggering extra background requests. These added about 1% to token usage. Small each time, but it adds up. We have disabled this.
- MCP. Some tool results could be encoded twice. We also found tool instructions getting cut off and fetched again. Fixed.

We’ve also made architectural changes to prevent these from regressing and our teams will get paged if it happens regardless. We are also working on showing you directly in the app where your usage goes so you don’t have to guess.

Goes without saying that we’re resetting usage limits and I hope you enjoy a very nice Saturday!

[dnap @dnapway]

David Friedberg says Moderna is charging $500K for a ‘cancer vaccine’ that already exists

"What frustrates me the most about all of this, everyone's kind of lauding this as some unique breakthrough and special and powerful. It's not, a lot of people are going to places like Montana and getting peptides printed for their particular cancer sequence, making their own neo-antigens, and getting cured of their cancer.”

“You can pay someone $50,000 to do this for you today. There's a lot of clinics that will do it. And it's not a special FDA-approved drug. So why is Moderna saying that they're going to charge $500,000 for this?"

"I don't think that this technique, which has been developed through several decades of iteration, funded by NIH and other public funding dollars, should now be patented, FDA-approved, and charged half a million dollars for people to get treated for this."

"A private pharmaceutical company has seen their market cap go from $20 billion to $60 billion because they went through this regulatory process to create what, in my mind, is a form of regulatory capture.”

“They’re making the case that it's all about safety and trials, when fundamentally there's an underlying technique that was funded by a lot of public research dollars that I think should be more open-sourced, more ubiquitous. Every hospital should be trained on how to do this process to treat cancer patients.”

[David Notik @davenotik]

@bunsen @ayalstern @AssortedBoberia @hf0 Awesome initiative! Sorry to miss it

[Ian Bach ☯︎ @Ian8ach]

@tuhin @OpenAI we know we know

[Vlad Tenev @vladtenev]

We're building @TrumpAccounts to become the default vehicle for philanthropic giving in the US.

Right now, if you are interested in giving, you have to navigate complex rules and regulations, not to mention evaluate individual charities and validate whether the money is actually going where advertised, and how efficiently.

@TrumpAccounts let donors put capital directly into investment accounts owned by American children, with fewer layers between the gift and the child.

You know where the money goes. The child owns the assets. There are no fees. And the portfolio compounds at market rates for years.

That's a powerful model for giving and has the potential to positively transform philanthropy in America.

[David Notik @davenotik]

Wow

Wynwood legend

[Traded: Miami @tradedmiami]

UNDER CONTRACT
IMAGE: Ken Griffin & Moishe Mana
DATE: 08/28/2026
ADDRESS: 318 Northwest 23rd Street
MARKET: Miami, FL
ASSET TYPE: Mixed-use ~ ACRES: 30

BUYER: Ken Griffin - Citadel
SELLER: Moishe Mana - Mana Common

PRICE: $700,000,000

NOTE: Billionaire hedge fund manager Ken Griffin is reportedly buying Moishe Mana’s 30-acre Mana Wynwood campus for $700 million to more than $1 billion, potentially setting a South Florida real estate record. Most of the deal has already closed, with completion expected by December, while Griffin’s plans for the site remain undisclosed but could include an education-focused or technology campus.

#Miami #RealEstate #tradedmia #MIA #Miami #Mixeduse #KenGriffin #Citadel #MoisheMana #ManaCommon

[Victor E. Nunez @victornunez]

we’ve gotten SO MANY requests for this one and the team delivered.

this works across Gmail, Google Calendar, and contacts.

🎉

[David Notik @davenotik]

@thsottiaux So Monday September 28th just in time for DevDay. GPT 6?

[Augustus Doricko @ADoricko]

Rainmaker just produced ~19M gallons of water in Alaska via next-gen cloud seeding over 3 hours of operations.

We are the first company to provably produce precipitation in Alaska. As promised, we’ve linked our white paper and relevant data.

In the future, Rainmaker will protect and restore glaciers with man-made snowfall.

Immediately, this demonstration shows how Rainmaker will add new water to the Colorado River and Great Salt Lake in the coming months.

We turned around this analysis and white paper just a couple days after operating. There are many data sources I want to deepen our understanding of the atmosphere and increase our provable production; we’re building the instruments to collect that data in subsequent operations. But at Rainmaker, we won’t tout LOIs, simulations, or lab tests. What matters is physically measuring that you’ve affected the atmosphere; proving that we’ve produced water. We prefer sharing only the tech that has proven to make more water for farms, industries, and ecosystems in need.

Expect a regular cadence of these from us as we build the best atmospheric science lab in the world. Feedback is welcome in the interim.

Rainmaker Century.

https://t.co/QZikxP1KyH

[Garry Tan @garrytan]

Prediction: systems of record will need to become AI harnesses or face replacement by agents

[David Notik @davenotik]

We’re at @miamitech_ai

[David Notik @davenotik]

I’m a very visual person and it’s reflected in everything I build. Just updated https://t.co/sW6mgO1O9h themes and it’s looking fly.

Beyond colors, from the very beginning every detail is intentional, there to serve a purpose, to be helpful. It’s compact and organized so you get at the information you need right away. We take you right to the external page. There are dedicated views where it helps.

Anyone can build anything these days, but the bar has raised. This isn’t just an AI agent running amok, it’s the product of years of experience, aesthetic sensibilities, taste. Find me another directory like this that’s as human-centric, as genuinely usable.

And all the more so for https://t.co/UE5bw3rgTm, the AI concierge that helps your customers. I put a lot of care into the user experience, and the concept has held up: a single chats list, flip between owner mode and customer mode, complexity hidden in More menus, every single thing you can do on desktop you can do on mobile, etc.

Happy to learn what you think.

[David Notik @davenotik]

@gonzalezloumiet Thanks Eddie

[David Notik @davenotik]

So obvious in retrospect. Chinese buoy drone spots and saves people

[Kyle Chan @kyleichan]

This is the most impressive to me, more than the 100m world record.

This requires autonomous real-time planning and action in response to a fast-moving target and dynamic environment.

Galbot is one of China’s top humanoid robot startups.

[Jeff Berardelli @WeatherProf]

The waters around #Florida are heating, especially fast in the Florida Keys. In the past 4 decades summer water temps have increased from comfortably below the “bleaching threshold” in the mid 80s (blue), to near/above 90 (red) in recent years - a deadly temperature for coral if it’s persistent. And it is. So far in 2026 we’ve had 16 weeks above the threshold of 87. In 2023 - by years end - it was 33 weeks. As a result most coral perished, because coral are very sensitive to heat. In the 1970s the Keys had near 40% coral cover. Now it’s around 1%. It’s due to a combination of disease and hot water - and the hot water makes coral more susceptible to disease. So as a result a #Florida Treasure is on the verge of disappearing. Efforts are underway to help the #coral survive, but it’s an uphill battle against the steady rise of ocean heat. Consequences are real and tangible.