AI

Imtiaz Adam CS #AI Postgrad |#Strategy #MachineLearning RSI Evolutionary Neurosymbolic |#RL #Agentic | #LLM Liberal | MBA alum @morganstanley @LBS @Columbia_Biz

[VANITY FAIR @VanityFair]

“In late spring 2020, a source I knew to be reliable called me with a story,” writes Matthew Cole. “The Dutch government had hacked into Jared Kushner’s phone and monitored him as he accessed a Dubai-based bank account. What was odd, the source said, was that the money in the account—hundreds of millions of dollars—had come from a bank in Azerbaijan. Most importantly, Kushner appeared to have transferred significant amounts of money from the Dubai account to other individuals, including a warlord, a mercenary and a one-time hit man. The story sounded preposterous, I told my source. And yet.

Six months later, I found myself speaking with someone else about the UAE government and their use of mercenaries in conflicts around the Middle East and Africa when I asked, on a whim, whether they knew anything about Kushner and bank transfers from a UAE account. My acquaintance grew quiet. Then they replied, ‘Yes.’” Kushner’s lawyer denied the bank account existed.

Read an exclusive excerpt from Cole’s book, ‘Princes and Thieves: Jared Kushner and Mohamed bin Zayed’s Secret Plot to Remake the Middle East’: https://t.co/PRoWgY5pSo

[ThePatrioticBlonde™🇺🇸 @ImBreckWorsham]

JD Vance: "Gas prices are too high ... they skyrocket every time some tinpot dictator decides to throw a tantrum."

Sir, show some respect. That dictator is your boss.

[Garry Kasparov @Kasparov63]

To use a phrase that is often misused, Modrić plays chess while others play checkers!

[Nexven @bytecarter_x]

10,000 OPENAI AGENTS SOLVED A $1 MILLION PROBLEM IN 88 HOURS

For nearly 90 years, mathematicians could not determine whether the Navier-Stokes equations can break down while describing fluid motion.

-> Now OpenAI says it has found the answer.

The company deployed around 10,000 agents powered by an internal model significantly more capable than GPT-6 Astra.

They worked in parallel, exchanged 2.7 million messages and generated roughly 130 billion output tokens.

The digital team produced a proof in 88 hours.

The system showed that an initially motionless fluid can develop a singularity under certain conditions. Its velocity grows without bound within a finite amount of time.

GPT-6 Astra then spent another 17 hours formalizing and verifying the result in Lean.

The computation cost millions of dollars, but the company does not plan to claim the prize.

The proof must also survive independent scrutiny from mathematicians.

OpenAI just demonstrated a new model for scientific discovery.

A single AI is no longer trying to replace one scientist.

Thousands of agents can now form a digital research lab and compress decades of human work into days ↓

[Polymarket @Polymarket]

BREAKING: OpenAI releases GPT-6.1 Terra, claiming it completes professional computer tasks over 3x faster than GPT-6 Astra & GPT-6.1 Sol, with substantially lower costs.

[ℏεsam @Hesamation]

the mathematicians pushing back on AI say that it might help with proofs, but not our HUMAN UNDERSTANDING of math.

so I got curious how chess players think AI engines help them better understand chess.

and found this clip of Magnus Carlsen:
“the neural nets have improved our understanding of the game immensely.”

watch his HUMILITY towards these engines:

“it’s just that my understanding is not good enough. And that is useful.”

“I rarely play against engines at all because they just make me feel so stupid and useless.”

[Greg Brockman @gdb]

Announcing three major scientific discoveries, one each in mathematics (harmonic analysis), computer science (complexity theory), and physics (quantum field theory).

AI starting to help us improve our understanding of the universe! https://t.co/VkfacopR2R

[rohit @rohit3a]

GPT 6.1 Terra drawing Sam Altman.

This is not sped up at all. Ultrafast Computer Use for all is finally here. If OpenAI doesn't nerf the TPS, this is going to be my favorite model.

[steve hsu @hsu_steve]

AI superhuman in theoretical physics, as I have been saying for some time.

[Mark Ogden @MarkOgden_]

Genius decision by the Glazers to give Jim Ratcliffe control of the club. He’s doing such a bad job that there may soon be yearnings for the golden era of Glazer ownership

[Zito @_Zeets]

Jim Ratcliffe is going to find a way to blame this on the women’s team and immigrants

[Politics US @PolitlcsUS]

🚨 NEW: Polls indicate that the Democrats will win a a majority of the battleground Senate races in next weeks midterms

Alaska: DEM GAIN
🔵 51%
🔴 49%

Georgia: DEM HOLD
🔵 54%
🔴 46%

Iowa: GOP HOLD
🔴 47%
🔵 45%

Kansas: GOP HOLD
🔴 48%
🔵 47%

Maine: DEM GAIN
🔵 50%
🔴 48%

Michigan: DEM HOLD
🔵 47%
🔴 46%

North Carolina: DEM GAIN
🔵 57%
🔴 43%

Ohio: DEM GAIN
🔵 47%
🔴 44%

Texas: DEM GAIN
🔵 51%
🔴 49%

Control of the US Senate: DEM GAIN

🔵 DEM: 52 (+5) (including 2 independents)
🔴 GOP: 48 (-5)

[Via NBC aggregate of polling from ActiVote, Data for Progress, InsiderAdvantage & Fox News]

[Mohamed A. El-Erian @elerianm]

The massive magnitude of today’s selloff in Brazilian assets is less about Brazil’s underlying outlook and more about just how confident—and wrong—the consensus view on finance was with respect to a Bolsonaro win.
#brazil #lula #bolsonaro

[Liz Webster @LizWebsterSBF]

🔴 “Ministers must remain loyal to PM on Brexit or leave the cabinet.”

That tells us Westminster now expects a decision serious enough to trigger collective responsibility.

The Times reports that @AndyBurnham is expected to require cabinet ministers to support whatever closer-EU position he ultimately adopts.

Angela Rayner says nothing should be off the table and expects the eventual policy to be put to voters, while ministers themselves remain divided over how far Britain should move back towards Europe. (The Times)

That makes 20 November increasingly consequential.

The UK-EU summit in Brussels is now the point around which Burnham has promised to set out the options for Britain’s long-term relationship with Europe.

What emerges could be:

a menu of options for national debate;
a preferred Government destination;
or an explicit commitment to remove Labour’s inherited Brexit red lines.

[Shay Boloor @StockSavvyShay]

Anthropic $ANT IPO filing shows it now generates $2.08 in revenue for every $1 spent on compute which is up from just $0.40 in Q1 2025.

Whats wild is that revenue grew ~29x while compute spending rose only ~6x as products like Claude Code drive adoption and more efficient models make each AI task cheaper to run.

[Brian Krassenstein @krassenstein]

Well it looks like Trump BACKING Vivek up only TANKED him more.

Trump is poison to the already-poison GOP.

Can’t wait until November 3.

[Rittenhouse Research @RHouseResearch]

Anthropic "is burning cash like crazy" was one big lie, spread by the Ed Zitrons of the world.

For the first 6 months of 2026, Anthropic generated positive free cash flow of $3.4 billion ($3.9 billion of cash flow from operations less $482 million of capex).

And stock-based compensation was only $2.2 billion.. So even FCF less SBC was positive.

[Liz Webster @LizWebsterSBF]

This is why a referendum on the Brexit red lines would be so useful.

For ten years we have argued about what people really voted for in 2016.

Did Leave mean leaving the EU?
Leaving the Single Market?
Ending freedom of movement?
Leaving the customs union?

None of those additional choices appeared on the ballot paper.

🔥 So ask the country directly now @andyburnham :

Should the Government remain bound by the existing Brexit red lines or should it be authorised to negotiate a closer relationship with Europe?

That would finally settle the question people are still arguing about.

Not by interpreting a vote from 2016.

By asking voters what they want today.

[Artificial Analysis @ArtificialAnlys]

OpenAI has released GPT-6.1 Terra, pushing the cost efficiency frontier. It is the first Terra-class model since GPT-5.6, and is more intelligent for less than a third of the cost

Pricing per token is half or less that of GPT-5.6 Terra - at $1/$5 per million input/output tokens vs $2/$12 for the previous model. Cache write has also halved, now at $1.25 per million tokens. Cached input is one quarter at $0.05 vs $0.20 per million tokens.

Key takeaways:

➤ Pareto-optimal for Intelligence vs Cost at low and medium effort: At max effort, GPT-6.1 Terra gains 6 points in the Artificial Analysis Intelligence Index over GPT-5.6 Terra, at less than a third of the cost per task ($0.40 vs $1.40). At lower effort levels the gain is larger, between 7 and 13 points. The low and medium effort levels are Pareto-optimal for cost efficiency, while the other effort levels sit behind the frontier. At max effort, the model scores 4 points below GPT-6.1 Sol and 10 points above GPT-6 Luna in the Intelligence Index.

➤ Pushes the Coding Agent Index cost efficiency frontier: With a score of 48 in the newly released Artificial Analysis Coding Agent Index v2.0, the model is 6 points below GPT-6.1 Sol (54) and 17 points above GPT-6 Luna (31). The xhigh and low effort settings sit on the frontier of cost efficiency in the Coding Agent Index, while other effort levels are behind the frontier.

➤ 50 point drop in hallucination rate: GPT-6.1 Terra guesses 38% of the time when it does not know the answer to a question in AA-Omniscience, our private knowledge and hallucination benchmark. Previously, GPT-5.6 Terra's hallucination rate was 88%. This significant reduction in hallucination is coupled with a 2 point increase in AA-Omniscience accuracy - meaning the model simultaneously answers more questions correctly.

➤ 20 point jump in Terminal-Bench 4.0, small improvements across most evaluations: The model makes significant progress in the terminal-based agentic benchmark, Terminal-Bench 4.0, with a gain of ~20 points, now rivaling GPT-6.1 Sol at max effort. Gains across most other evaluations are smaller, for example, 5 points in GDP.pdf.

Congratulations @OpenAI and @sama on the launch!

[Melvin @MelvinInvests]

Anthropic just destroyed one of the biggest bear cases against the entire AI industry.

According to its IPO filing, Anthropic had approximately $131.7 billion in cash, cash equivalents, and short term investments as of June 30, 2026. That is an insane amount of liquidity for a company that's investing billions into AI infrastructure while continuing to grow at an incredible pace. But what's even more interesting is that Anthropic is now generating positive operating cash flow and has started turning an operating profit. During the first half of 2026, the company generated approximately $3.9 billion in operating cash flow and $1.6 billion in adjusted operating income. In Q2 alone, it generated nearly $1 billion in GAAP operating profit.

This is important because one of the biggest concerns surrounding frontier AI companies has been how much capital they'll need to continue scaling. A lot of people have assumed these companies would need to constantly raise money just to keep up with their infrastructure spending, but Anthropic's financials are starting to challenge that assumption. Now, Anthropic still has enormous infrastructure commitments ahead of it, so that $131.7 billion isn't necessarily money it can freely spend on anything. And while its cash position is impressive, the company also has significant liabilities and convertible preferred stock on its balance sheet. But here's what I find interesting. Anthropic is growing at an incredible pace, its profitability is improving, and it already has enough liquidity to support a significant amount of future investment. The IPO looks increasingly like an opportunity to strengthen its balance sheet and fund additional expansion rather than something the company desperately needs to survive.

And I think this has much bigger implications for the AI infrastructure industry. If companies like Anthropic can eventually finance more of their infrastructure spending through cash generated by their own businesses, it could make the AI investment cycle much more sustainable than people currently expect. That's especially important for companies supplying the compute, memory, networking, and power that these frontier labs will continue needing.