LKL

AI, charted. The biggest AI stories of the day — new models, research, benchmarks — verified against primary sources, numbers first. Posted daily.

[LKL @LKLrai]

My read: today's pattern is spillover — power orders, shopping links and a supplier breach all landed somewhere else. The model is rarely the whole risk anymore.

[LKL @LKLrai]

Top stories in AI today: SoftBank takes a $3.7B hit on AI power gear, AI shopping assistants point to risky stores, and Notion confirms a breach spillover. Source: The Neuron — https://t.co/kD14sEXtnd

[LKL @LKLrai]

5/ World Labs opened Atlas to everyone, with apps and developer tools for reconstructing 3D scenes from images and producing videos or 3D assets. Another step from flat images toward worlds you can actually build in.

[LKL @LKLrai]

So what changes first: the diseases we can finally target cell by cell, or the way every neuroscience lab works now that the map is free to query?

[LKL @LKLrai]

RESULTS: 25.5 million cells in the basal ganglia — the brain region that turns thoughts into action — have just been mapped, cell by cell. Source: NIH — https://t.co/PLXYf7c5NZ

[LKL @LKLrai]

4/ In mouse models of Parkinson's, a genetic switch boosted a dopamine precursor in striatum cells — symptoms eased, side effects less severe. And all of it is public: data, tools, even a browser explorer. First major output of BICAN, NIH's whole-brain parts-list project.

[LKL @LKLrai]

My read: the foundry that manufactures everyone's AI chips now wants equity in the demand itself. It is a small sum next to a ~$41B capex budget — but the neutral referee taking ownership stakes is the shift worth watching.

[LKL @LKLrai]

NEW: TSMC is setting up a $500M venture fund to back the chip startups that could become the next Nvidia or Broadcom. Source: Nikkei Asia — https://t.co/7Se81RDN4v

[LKL @LKLrai]

4/ Add it up and TSMC has committed up to $1.7B across the fund, the two stakes and the 2021 vehicle. This from a company that has historically stayed neutral — it makes chips for 530+ customers and rarely invested in any of them.

[LKL @LKLrai]

So which model wins: build your own power plant and move fast, or take the bigger site and accept the approval risk?

[LKL @LKLrai]

NEW: SpaceX is putting more than $74B into two AI supercomputing campuses — $24B in Texas, ~$50B in Arizona. Source: Reuters — https://t.co/ANLsz8XqYC

[LKL @LKLrai]

4/ Texas solved the power problem by making its own. Arizona still has to win a local vote of confidence. Same company, same week, two very different bottlenecks.