Arc Growth

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[Arc Growth @arcgrowth_]

At AIZQ 2026 in Shenzhen: talked AI hardware compliance and brand survival on the roundtable, and our founder Max spoke on why winning the category beats winning the spec sheet.
#AIHardware #GoingGlobal #BrandStrategy #AIZQ2026

[Genrobot.AI @GenrobotAI]

Excited to see LingBot-VLA 2.0 open-sourced by @Robbyant. We're proud to have contributed the human data behind it — egocentric video paired with <1 cm hand tracking captured in the wild at scale and processed through our Data Foundation Model. #EmbodiedAI #Robotics

[HojoAI @hojoHQ]

#7 globally. #1 open multilingual ASR model.

Hojo-ASR-Multi-V1 is officially live on the Open ASR Leaderboard.

With an average WER of 3.54% across five languages, it now stands alongside some of the world’s leading proprietary speech recognition systems.

Open weights. Public evaluation files. Reproducible results.

https://t.co/hDRzYy7Uo5

[Arc Growth @arcgrowth_]

September = tech event season 🍂🤖

From Berlin to Silicon Valley, Chicago to Pittsburgh — AI, hardware, robotics, and maker folks are about to be everywhere.

We picked 7 events worth keeping on your radar. Save the calendar, pack your badge, and maybe your jet lag too.

[Frank Wang 玉伯 @lifesinger]

一句话能说清楚的 AI 产品
基本上死得差不多了
以及 YouMind 的产品故事和增长秘诀

视频版本来了
欢迎探讨交流

[Arc Growth @arcgrowth_]

At WAIC 2026, robots were everywhere.

But the most interesting change was not more impressive demos. It was seeing robots move toward solving real human problems: rescue, service, industry, and beyond.

#WAIC

[Arc Growth @arcgrowth_]

Excited to announce: @ARCGrowth is now an official partner of @WikiFinanceExpo Hong Kong 2026!One of Asia's biggest fintech events — Fintech, Crypto, Web3, TradFi, Forex & AI all in one place.

[Arc Growth @arcgrowth_]

@EthanPierce_ai @nvidia This is the difference between a cycle and a platform.

[Arc Growth @arcgrowth_]

@EthanPierce_ai @oguzerkan The real bottleneck is time-to-electrons, not model size.

[Arc Growth @arcgrowth_]

@bertgodel Training–inference mismatch is still one of the most underrated failure modes in RLHF.
Cool to see systematic tests showing how small rollout choices (temp, top-p, top-k) can dominate stability.
Token-TIS being the most robust feels like a practical win.

[Arc Growth @arcgrowth_]

The real story isn’t 5.2 — it’s the tempo.
Model releases are becoming a competitive rhythm, not isolated drops.
Whoever iterates fastest on reasoning + tooling wins the next frontier.
#AI #LLM @OpenAI

[Tom Warren @tomwarren]

scoop: OpenAI’s GPT-5.2 "code red" response to Google is coming next week. I'm hearing that GPT-5.2 should drop on December 9th, slightly earlier than OpenAI was originally planning. Details here 👇 https://t.co/qZsWTwOi40

[Investment Wisdom @InvestingCanons]

Warren Buffett explains how to view stocks & your role as an investor:

[The Icahnist @TheIcahnist]

KKR Data Center Investment Guide

One of the best papers on AI infrastructure investing

KKR explains where the next 20 years of compounding will come from.

The KKR playbook⬇️

[Arc Growth @arcgrowth_]

Local-first scientific agents are starting to beat commercial tools — not by scale, but by structure.
Ask-read-refine loops + tree controllers + private corpora are becoming the real blueprint for automated discovery.
@rohanpaul_ai
Paper: arxiv. org/abs/2511.18303

[Arc Growth @arcgrowth_]

MoE keeps proving its point: smarter routing + smaller active sets are beating dense models on the cost/latency frontier.
The interesting part of ZAYA1 isn’t just the AMD stack — it’s how efficient architectures are starting to matter more than parameter count. @ZyphraAI

[Zyphra @ZyphraAI]

In collaboration with @AMD and @IBM, we @ZyphraAI are sharing ZAYA1-base! The first large-scale model on an integrated AMD hardware, software, and networking stack. ZAYA1 uses Zyphra’s novel MoE architecture with 760M active and 8.3B total params.

Tech paper and more below👇

[Arc Growth @arcgrowth_]

INTELLECT-3 is another signal that the frontier isn’t just about scale — it’s about post-training. Open weights + strong RL/SFT pipelines are turning 100B-ish models into serious reasoning systems.

What matters now is technique, not parameter count.
@PrimeIntellect

[Rohan Paul @rohanpaul_ai]

Today’s edition of my newsletter just went out.

🔗 https://t.co/7lRpicf9l9

Consider subscribing, its free, and I write it everyday.

📢 Anthropic research finds AI Could Double U.S. Labor Productivity Growth, Anthropic Study Finds

🥊 NVIDIA pushed back on talk that Google’s TPUs might surpass its AI platform, saying its tech still delivers “better performance and flexibility” compared to any ASIC.

🏆 Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.

🛠️ Google ships interactive images in Gemini for deeper, visual academic learning

👨‍🔧 The OpenAI and Google battle is starting to look messy.

[Sam Badawi @Sam_Badawi]

$SPY is about to trigger the Zweig Breadth Thrust indicator. The last time this fired was around the April lows, and it ended up marking the start of a monster leg higher. Historically, when the Zweig Breadth Thrust shows up, it’s usually not subtle… it’s a momentum flip.

Santa Claus rally loading?