Super Dario

the only way out is up

[Super Dario @inductionheads]

400,000 people die a day in the world. 100,000 of them are preventable by ASI.

If you can help bring about ASI 1 minute faster you save 70 lives.

We can all do our part. Reject pessimism. Accelerate.

[nic carter @nic_carter]

call me crazy but I think the Anthropic S1 could be the neocloud bottom

this whole thing began when the market puked about Ant's Q3 run rate leak; their economics have now been demonstrated to be rock solid. GPUs including older vintages trading at ATHs if you actually look at the data. agentic driving record token use. think this entire drama is overdone.

[xeno @shorttimelines]

On track. You’re not AGI-pilled enough

[Super Dario @inductionheads]

@gdb But it may soon

[roon @tszzl]

the weakest form of anti-technological arguments rely on limitations of the technology

[Federico Cassano @ellev3n11]

good read for what might come next:
https://t.co/4IakAVQeJv

[Ryan Williams @rrwilliams.bsky.social @rrwilliams]

An internal model at OpenAI has produced a claimed refutation of ETH! Russell Impagliazzo, Mohan Paturi, and I have been asked to help organize an open and independent examination of this claim. 1/4

[Super Dario @inductionheads]

@boazbaraktcs

[Boaz Barak @boazbaraktcs]

I don't know what's the problem. Zitron was absolutely correct in saying "This company is not worth $60 billion."

[Dan Roberts @danintheory]

We are announcing three new discoveries in mathematics, computer science, and physics about harmonic analysis, complexity theory, and quantum field theory.

https://t.co/9BX8HWQDTJ

[Jimmy Apples 🍎/acc @apples_jimmy]

Biggest announcement of the day hasn’t come yet.

Yes this is a vague post, you won’t have to wait long.

[Aaron Levie @levie]

This is the key stat. The average Fortune 500 customer of Anthropic spends less than .1% of their expenses on Anthropic.

While that number likely will eventually asymptote somewhere (token prices coming down, and other large enterprise spend areas not going away), there’s no reason it can’t be 10-50X higher than this, reaching a “mere” 1-5% of spend. Which would still be a fraction of what most startups are spending.

Thus, you can see how big of a divide there is between the frontier users of AI and the rest of the world still.

Today, only a microscopically small set of companies are actually using agents for large amounts of background tasks and inside of workflows that aren’t human prompted. This Fortune 500 spend is likely dominated by coding tasks and broad employee productivity use-cases.

But the big jump will come as these enterprises start to rewire their underlying processes for agents, which we’re now in the earliest stages of seeing. Agents processing large amounts of data in the enterprises; swarms doing coding, bio research, cyber, and other large fan out tasks; background workflows executing tasks in processes, and so on. All of these use cases generally are 100X bigger consumers of tokens, and much closer to direct ROI on the spend.

This S-1 gives you a sense of both the strength of the frontier lab business model - even amidst massive competition - and how early we are in the build out of AI.

[Joshua Achiam @jachiam0]

Aaaaaaaand we have arrived at the extremely foreseeable outcome of creating a huge soft power and hard power opportunity for Chinese open weights models.

Now we face one of two choices: either we successfully field American open source models that outcompete the Chinese models at home and abroad, or we get increasingly fearful of the influence of Chinese models and this becomes a basis for escalating cyber conflict with China. Why not both? Well, maybe we wind up with both. But I hope we can secure our interests through purely outcompeting on the merits; we really don't want to pour gasoline on the potential fires of war.

[abhinav @AbhinavXJ]

MUST MUST MUST MUST MUST MUST MUST

read if you are a software engineer in big 2026

[Anthony Morris ツ @amorriscode]

bullish

[Joscha Bach @Plinz]

Science is not some hobby that serves the self actualization of people in a publicly sponsored job placement program. It is the systematic search for truth.

[Super Dario @inductionheads]

Bad news: AI swarms will likely take down entire internet
Good news: Fable 5.5 will rebuild it in roughly 22 minutes

[MTS @MTSlive]

SITUATION DETECTED: Following the massive cyberattack on Japan's GMO Internet Group, which led to fraudulent trades across 70+ brokerages and FX platforms, CEO Masatoshi Kumagai warns that the internet itself is on the verge of collapse.

[Super Dario @inductionheads]

Who knew

[Sahil @sahilypatel]

imagine being so smart that your college professor calls you a “national treasure” and personally asks elon musk and larry page to hire you

and musk actually ends up offering you a job at spacex.

this was dario amodei in college

[Inverse Gary Marcus ⏫ @InverseMarcus]

Here's the secret to actually getting productivity gains out of AI:

Just say yes.

If a customer comes to you wanting something weird, we are conditioned to say no. Our resources used to be stretched, our focus too precious.

But now we can say yes. Technology isn't the blocker anymore. The expertise that your company has - the reason your customer asked you to do it in the first place - is the hard part. Distribution - which you have already done - is the hard part.

Just say yes, and transform your business.

[Inverse Gary Marcus ⏫ @InverseMarcus]

In this house, we believe:

- AI is not a bubble
- AI will be a boon for mathematicians
- Software developers who are not getting value of AI are doing it wrong
- Better models will always be more valuable to enterprise
- GPU demand will never be satiated

[Lisan al Gaib @scaling01]

if you are not using AI in Oct 2026 to write your code you are literally wasting time, making it more vulnerable and slower