Ken Griffin: China now leads in 67 of 74 critical technologies.
The consensus that the US pulled ahead is the trade he is fading.
The Citadel founder says China leads from solar to EV batteries to quantum, powered by 1.4 billion people and far more STEM graduates. His fix is not tariffs. It is educating US youth to out-innovate.
Alexandr Wang @alexandr_wang, Meta's chief AI officer, pushes the other way and calls the US clearly ahead in AI. That is the bull/bear line to watch.
The bull case for Chinese leaders in solar, batteries, and quantum is a decade-long trend, not a trade, and tariffs are the wrong lever to short it.
Full breakdown of the China-tech scorecard and the trade read: https://t.co/zNkVLFOhTv
Source: Goldman Sachs Exchanges - https://t.co/SNc0Jetc4D
Hot take: I think it's still important to understand the code that our agents write!
In this mega thread (based on my AIE talk today), I will explain why that's the case, and show some ideas for how to efficiently understand code. Alright, let's dive in. 1/
Introducing Claude Sonnet 5, our most agentic Sonnet yet.
It makes plans, uses tools like browsers and terminals, and runs autonomously at a level that just a few months ago required larger and more expensive models.
Leiticia James to @IsaacDovere: she and other political leaders she’s spoken to are “disappointed” in Mamdani.
“All of us are a little frustrated with the Democratic Party. But you don’t blow it up. That’s what MAGA has done”
https://t.co/6Fc0Ebe6ro
Show Codex a workflow once. Reuse it as a skill.
Record & Replay lets you show Codex a recurring task, like filing an expense report or submitting a time-off request.
Codex turns that demo into an inspectable, editable skill.
You control when recording starts and stops.
Show Codex a workflow once. Reuse it as a skill.
Record & Replay lets you show Codex a recurring task, like filing an expense report or submitting a time-off request.
Codex turns that demo into an inspectable, editable skill.
You control when recording starts and stops.
I think it’s time to revisit the accredited investor laws in the US.
Companies are staying private longer, where only accredited investors (aka rich people!) can invest. Retail investors can only come in after IPO, when much of the upside has already been captured.
These rules were created with the best of intentions, to protect regular people from scams - a noble idea. Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax!
We have to judge policies based on their outcomes, not on their intentions.
These are two possible routes I see:
1) Replace the rule with something merit-based, like a financial literacy test. Pass it and you're accredited. Having a qualification based on competency rather than your bank balance or income seems far more fair.
2) Remove the rule entirely. Let consenting adults assess their own risk. Disclosure requirements stay and fraud enforcement stays to punish bad actors.
One of my personal favorite features announced at WWDC will I suspect be a sleeper hit: container machines, allowing your Mac to run a lightweight, persistent Linux environment with your home directory and repos automatically mounted: https://t.co/dOBdfOOVxC
Holy SHittttt Claude Fable 5 just finished Pokémon FireRed with vision alone 🤯
raw screenshots only
no map / no nav / no hidden game state
older Claude needed a helper harness
This timelapse goes hardddddd....
Holy SHittttt Claude Fable 5 just finished Pokémon FireRed with vision alone 🤯
raw screenshots only
no map / no nav / no hidden game state
older Claude needed a helper harness
This timelapse goes hardddddd....
Terry Duffy, the CEO of CME, said he is “very concerned” about the rise of so-called perpetual futures, an increasingly popular kind of financial contract that recently won key US regulatory approval https://t.co/rll887omW2
Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week. The exchange has emerged this year as a go-to spot for Wall Street’s weekend warriors. https://t.co/3RFisC8oso
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.