As all NVIDIA employees I guess, I am deeply concerned by the campaign against Jensen Huang. Removing him would be a disaster.
Many have documented on X and elsewhere how this looks like a coordinated coup.
I'd add only one thing. Look at who would benefit from a dramatic weakening of NVIDIA.
It is not China. It is not about selling GPUs to China because that train has left. China authorities have pushed back on the H200 the Trump administration allowed NVIDIA to sell.
Look at what Jensen pushed back on:
- regulations that would make open source model training too expensive
- regulations that would make closed model providers immune to liabilities caused by their models. He said "if your product is not ready, then don't ship it"
- regulation against model distillation. He said "this is competition. People do it all the time with NVIDIA products, they try to reverse engineer them."
The other side will do everything they can to get him fired.
As a French, I can't care less about his private life. I get that the US is puritan and sees it otherwise. But frankly, isn't it something he and his family has to deal with? Why should all NVIDIA employees, partners, and investors be collateral damage?
Disclaimer. As my bio says, the above are my views only. I do not represent NVIDIA by any means. I only commented on publicly available information.
Nice unlock from jev: we can show you what parts of your codebase are relevant to a vuln scan and let you fine-tune the targeting.
The classifications are fast enough and cheap enough that you can support "insert common sense here" functionality inside of a UX that needs to be snappy. This works for repos with 100k+ files.
buzz 1.0 is finally here! the most flexible team workspace out there. for humans and agents, model agnostic, local or cloud, and infinitely extendable.
https://t.co/8IaMVeUoCW
overheard from friends talking about AI in China, and it’s very alarming
- AI short films went massive in China market because of how good the video models are now
- the first wave of people who mastered using AI to generate short films and comics made quite some money because they could produce a lot more content than traditional workflows
- but within just a few months, everybody and their mom could make equally good short films because all the expertise could be written in a markdown file
- when everyone’s more productive, no one actually has an advantage and it’s a race to the bottom. very quickly it became impossible to make money, and everyone’s busier than they were without AI
- the only one making money now is companies like bytedance who owns user demand and distribution. they sell ads to creators who pay to get traffic, and eventually ad spend became 80% of those creators’ operating expense, while AI tokens is less than 5%
so what are the problems here?
1. there’s no moat if you are creating anything with AI
if a human is really good at something, and it’s hard to find more humans who can do the same, they can leverage the scarcity of their skill to get paid very well
but if AI is good at something, it will be infinitely replicated, so there’s no scarcity hence you can’t really expect a sustainable business by creating anything with AI
2. more creators created more content people actually liked. that’s a good thing
but the economical benefit of that all got absorbed by the distribution platforms
there’s a famous chinese poem 遍身罗绮者,不是养蚕人 - it basically says people who dress well aren’t the people making dresses. that’s exactly what’s happening here
if our society doesn’t figure out a better way to distribute wealth, AI will help billionaires become trillionaires while average people become more exhausted than ever
going to keep watching it for few days to see if there is not a security h* or a supply chain attack on it, etc.
today, it almostly impossible to FOMO on this apps.
This is it, everyone!
We released Buzz 1.0, and what an update it is.
Your people, your agents, your project, all in one place.
Plugins. Make Buzz work your way.
Plugins are the heart of Buzz. Add your own tools, pages or panels, extend conversations, and build the workspace you want. Share with your team or with the community.
Work solo. Work together.
Your own agents chats and workspaces alongside team channels. Bring others into a chat when your're ready to collaborate.
Your choice of agents.
Run Claude, Codex, Goos or Pi on your computer. Create teams of agents for different kinds of work.
Go beyond typing.
Send voice notes, jump into live audio Huddles with yuour team, or talk with supported voice-capable agents.
Ask your agents to keep and eye on things.
With attention, they can watch for updates, follow a PR's checks and reviews, and report back while buzz is running.
On top of that we released a new version of shared compute, a plugins marketplace we will be opening up soon, agents marketplace and lots more to come.
Download the new version from https://t.co/GXm1VHUaLD
Enjoy!
Starting today, our next frontier model Gemini 4 Carbon is rolling out to Google AI Ultra subscribers on desktop, mobile, and web at https://t.co/gTWOnOwQDE
It’s our strongest model, built to reason deeply through your most complex work:
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@OrganicGPT "Say goodbye to your Gmail account cause they ban it." this is what scares me of using it.
"Abysmal usage quota" it really horrible, you use it in pro for like 2 or 3 hs and it over for all the week.
@wangzhr4 this means that your function is doing too much work, needs lots of tests and has too much state invariant to check. or, it can cause lots of bugs.
It looks like the AI layoff boom has started to backfire.
I was just going through a Reuters investigation on Meta, and holy shit...
They drew up plans to cut some teams by as much as 60% and let AI agents do the work. THEN Zuckerberg called off the next round of layoffs hours before the first one even started.
And when you look at the numbers... they tell you why.
Engineers were pushing out 220% more code, BUT major technical and security incidents jumped 40%.
So people spent 70% more time putting out fires.
AI cranked out way more work, and humans spent way more time cleaning it up.
A different report I saw this week showed something similar.
32% of hiring managers said they brought back the exact jobs they cut for AI.
Think about how dumb that is. You fire people, pay a fortune for AI, then pay again to hire the same people back.
Look, I’m no AI bear. I use AI every single day.
It saves me a shit ton of time and I’m not going back. It’s an incredible tool.
But market forces are still market forces.
Every boom in history has been overhyped, and every CEO wanted to stand up and tell Wall Street he could do more with half the people.
Now from what I’m seeing, reality is kicking in.
It costs way more than they thought, it breaks shit, and you still need people who know what the hell they’re doing.
Even the AI companies are feeling it. Elon just cut Grok’s usage limits and admitted it costs more to run than it brings in.
I still think AI is a great bet, and I’m still buying the companies building the data centers. But you need balance, and the guys who went all in on firing everyone are learning that the hard way.
Be careful out there.
is Opus 5.5 nerfed?
I just had Gemini 4 Argon analyze 1,400 Claude Code sessions and it found that on November 3, something definitely happened.
the model name didn't change, but the way it does reasoning took a sharp turn.