We’ve been researching new ways for ChatGPT memory to carry context across conversations and keep it useful over time.
Today, that work is rolling out as a more capable memory system in ChatGPT. https://t.co/0MyFKCe2Mu
Meta is building dozens of massive tents at campuses across the US, sticking billions of dollars of chips inside, and powering them with off-grid turbines.
The AI race has officially entered its Mad Max phase.
Over the last month, I reviewed hundreds of documents and satellite images for Cleanview's latest report on behind-the-meter data centers. Meta's data center strategy, which is very visible from space, was one of the weirder approaches I came across.
Mark Zuckerberg recently ditched the data center designs that Meta had perfected over the last decade and told his team to stick tens of thousands of chips in tents outside their data center in New Albany, Ohio. Each of these chips costs about $60,000. Zuckerberg plans to stick billions of dollars worth of them in the tents.
The strategy has helped cut the time to build compute in half. The first five buildings at Meta’s New Albany, Ohio data center took between two and three years to build. Meta started building five ~125,000 square foot tents between April and June of 2026, according to city permits. Satellite images show the structures have all been built.
To power those "rapid deployment structures", as they are officially named, Meta signed a 10-year deal with Williams to build a pair of 200 MW off-grid power plants. Those power plants began construction about a year ago and are nearly complete.
Meta is using the same strategy to build a data center in Tennessee, bringing the total count of tent data centers to three.
Strategies like this are part of the reason behind-the-meter data center capacity is growing so quickly.
In Cleanview's report, I found that there's currently about 2 GW of BTM capacity online today. By the end of the year, it will likely be 3 GW—equivalent to three nuclear power plants. By the end of 2027, it could be as high as 13 GW—more than the power demand of NYC.
I've been talking to a lot of reporters about this research. When I told one reporter about these tents and other companies powering their data centers with jet engines, he said, "It's like a scene out of the movie Mad Max."
it's unclear if most ppl realize that ozempic’s real effects on culture haven’t even started.
cuz what you’re seeing now is the first order effects & some glimpses of second order where ppl get thinner & some products experiencing a resurgence.
but the second & third order effects are where things might get gnarly due to the fact that these drugs seem to dampen desire itself across a surprisingly wide range of behaviors (it's not universal or obvious yet). food is simply the first & most obvious target.
liek what happens when millions of people suddenly spend less time thinking about consumption? what happens to industries built around cravings, indulgence, impulse purchases, addiction loops, or even certain forms of entertainment?
entire sections of the economy assume humans will remain governed by the same reward circuitry we’ve had for thousands of years. if these drugs meaningfully alter those circuits, we’re talking about a tool that edits human motivation.
we are gonna see thinness but in a lot of diff ways it seems like.
@nfergus@Anthropic@GoogleDeepMind@Meta@OpenAI@xai China taking Taiwan to neutralize America's massive compute lead is inevitable & not remotely priced into markets. It's not clear the US will ever be able to recover from this...
Transplanting Taiwans extensive AI supply chain maybe impossible
$$$ AI researchers switching labs recently—
* xAI cleaned house and having a hard time refilling talent. Shifted to hiring more startup / engineer grinder types vs researchers. Narrowed focus to code.
* Cursor having talent trouble + identity crisis: undercapitalized financially relative to team talent level.
* Project Prometheus (Bezos) quietly snapping up talent. Many key hires recently. Potential to be major player.
* Anthropic remains most desirable, even more than last 6mo, few leave. Difficult to poach from with upcoming IPO. Only hiring staff or above and stopped hiring even senior.
* TBD (Meta) also keeps snapping up top talent quietly. MSL seen as significantly less desirable.
* Thinking Machines has somewhat stabilized after departures earlier this year. Star studded still but not an auto-pick for talent newly on market.
* OAI churning as always, both from normal burnout bleed and latest reshuffle axing non-core divisions.
* Not super sure what’s going on with GDM wrt talent. Perpetually #3 spot on model ranking.
Overall, talent flow is net flowing out of undercapitalized neolabs to highly capitalized neolabs or Anthropic.
@JavierBlas@Vortexa@opinion pre Iran war they were importing more than they need to to full up hidden reserves but that can only be part of the story right?