Kyle Duffy

do art with science

[Kyle Duffy @kyduffy]

Cohere just launched its first multimodal LLM.

My team and I built it—check it out!
https://t.co/BVKWD0FsH4

It beats OpenAI GPT 4.1, Meta Maverick 4, Pixtral Large, and Mistral Medium 3 models on most important benchmarks.

[Kyle Duffy @kyduffy]

@orrdavid Why will it take years to find out how to appropriately use it?

Every organization and many individuals have hundreds of programming projects unpursued due to resourcing

The internet lets you take these to market instantly

The market tends to sniff out what works very quickly

[Jaytel @Jaytel]

been messing with vibe coding on ipad with gpt realtime

[Kyle Duffy @kyduffy]

@compliantvc Honestly you should be ashamed. That bus ride emits up to 1.3 kgCO2 every single day.

You should float down the river instead. It's carbon neutral. And btw not in a canoe either, because that contributes to deforestation

There should be a law for this.....

[Kyle Duffy @kyduffy]

ephemeral, agent-generated HTML is going to kill notion

it's just so much more flexible and interactive

with the right serving setup and application harness, it can also replace a lot of the functional use-cases of notion too, like databases, kanbans, and project trackers

[Midjourney @midjourney]

A technical dive inside our new "Midjourney Scanner"

[Kyle Duffy @kyduffy]

Every public events space is going to need a little iron dome to defend against domestic drone attacks

Stadiums, festival grounds, conference centers will all need them

Rich people will probably have them at their homes too. Private drone defense tech is gonna be a big industry

[Eric Daugherty @EricLDaugh]

🚨 HOLY CRAP. The FBI has BUSTED an EXPLOSIVE DRONE terror plot that targeted President Trump's UFC Freedom 250 event at the White House

They planned to blow up explosive-packed drones, and forcing crowds a "pre-staged SNIPER TEAM"

"A second wave to storm the White House gate."

A network of nearly 24 suspects IDENTIFIED, at least 5 in custody @FBIDirectorKash

Thank God for law and order!

[Ricardo @Ric_RTP]

This AI just exposed the BIGGEST legal insider trading operation in America.

A platform called GovGreed built a seven-layer machine learning system that cross-references every stock trade disclosed by every sitting politician against the bills their committees control, the campaign donations they receive, and the companies their votes directly impact.

It scored all 540 politicians currently in Congress. And the numbers are crazy:

56% of every stock purchase made by Congress in the last 16 months was on a stock directly affected by a bill the buyer later voted on. That is 6,170 out of 11,016 total purchases.

More than HALF of all congressional stock buys are on companies whose fate that same politician is about to decide.

343 of 540 Congress members actively trade stocks while holding access to nonpublic legislative information.

That is 63.8% of the entire legislature making market bets with an informational edge that would put any hedge fund manager in prison.

The AI identified 752 active "Triple Signals" in the current Congress. A Triple Signal fires when three conditions line up at once:

The politician sits on the committee controlling a bill, they traded stock in a company affected by that bill, AND they received campaign contributions from that same industry.

Bills carrying these insider indicators pass at 5.4 TIMES the normal rate.

Now look at the individual leaderboard:

- Nancy Pelosi's estimated portfolio sits at $194 million with a Greediness score of 98.1 out of 100
- Ro Khanna made 13,231 trades across 800+ different tickers
- Michael McCaul made 32,302 trades and filed 6,670 of them late
- Thomas Suozzi filed 86.4% of his trades late with an average delay of 396 days, meaning his disclosures landed over a YEAR after he made the trade

And then there is Lisa McClain, the fourth-ranking Republican in the House. She has made 1,443 trades in three years, more than 98% of all politicians tracked.

She violated the STOCK Act twice in a single year, disclosing up to $900,000 in trades months after the legal deadline. Her husband bought up to $250,000 in Elon Musk's xAI, which quietly converted into SpaceX equity before last Friday's $2 trillion IPO.

The penalty for all of this? A $200 fine.

The number of Congress members ever prosecuted under the STOCK Act since it passed in 2012? Zero.

And the cruelest part is this:

A bill to ban congressional stock trading was introduced in January 2026. It has bipartisan support. Over 80% of American voters want it passed.

But Congress is sitting on it, because the people who would have to vote yes are the same people making millions from the system staying exactly the way it is.

They write the insider trading laws, they exempt themselves from enforcement, they trade on the information those laws generate, and when they get caught, they pay a fine that is basically nothing.

The AI didn't discover anything Congress was hiding. It just organized what was already public into a pattern so obvious that nobody can pretend it isn't there anymore.

[Kyle Duffy @kyduffy]

@patrick_oshag Amusing Ourselves To Death by Neil Postman

But every time you read "television" think "social media" and every time you read "entertaining" think "viral"

[Kyle Duffy @kyduffy]

@compliantvc We should also include the moon. We're not sure if there's much ice there, but if there is, we definitely don't want to melt it!

[Kyle Duffy @kyduffy]

What's the best way to scroll through hypothetical social feeds for different demographic profiles / political leanings / personas?

It would be very interesting to observe other local optima in the recommender system

Has anyone built something along these lines?

[How To Prompt @HowToPrompt__]

A toothpaste company has quietly killed the entire market research industry and nobody is talking about it.

Colgate published a paper showing you can predict real purchase intent at 90% accuracy by simply asking LLMs to roleplay customers.

And this is beyond insane.

If you ask an AI, "Rate this product from 1 to 5," it gives safe, middle-of-the-road garbage.

So researchers invented a method called Semantic Similarity Rating (SSR).

Instead of asking the AI for a number, they asked it to roleplay.

They gave the LLM a demographic profile. They showed it a product concept. And they asked it to write down its raw, unfiltered thoughts.

Then, they used a semantic model to translate those written thoughts into a numerical score.

The results are staggering.

Tested against 57 real corporate surveys and 9,300 actual human responses, the synthetic AI consumers matched real human buying behavior with 90% reliability.

They perfectly mirrored how different age brackets and income levels react to price changes.

And they provided detailed, qualitative feedback that was deeper and more critical than what actual humans wrote.

This destroys the economics of traditional market research.

You don't need to wait a month to see if a product will sell.

You can simulate 1,000 hyper-targeted customer interviews overnight.

You can A/B test pricing across every demographic instantly.

[Kyle Duffy @kyduffy]

@eliebakouch Paying full price for a product that is deliberately and invisibly damaged by the manufacturer feels like it should be illegal

[Kyle Duffy @kyduffy]

@GavinNewsom It is never undemocratic to investigate voter fraud

[Kyle Duffy @kyduffy]

@orrdavid Some ideas:

- Power draw per frontier GPU is growing, so the required power will be larger by the time these would come online
- You would not be able to draw 1GW from the terrestrial grid at $0.15/kWh, you'd likely need to build a power plant
- BOM cost of a B200 is only ~$7k

[Julian Mack @Julianfmack]

Looking forward to speaking at this webinar next week. We'll be discussing a new ASR leaderboard from @huggingface and Treble.

The other speakers are 🔥. Researchers from @nvidia, @huggingface, Treble, @IBM and @WavLab (CMU)

More info and sign-up details below!

[Kyle Duffy @kyduffy]

Wow still a long ways to go on CAD

[Michael Rabinovich @MikushRab]

Opus 4.8 just dropped and I ran it through our CAD tasks. 4.6 → 4.7 → 4.8 side by side.

The results are unexpected!

[Kyle Duffy @kyduffy]

@awealthofcs @zerohedge Almost seems suspicious...

[Cohere @cohere]

Command A+ sets a new high for Cohere's machine translation capabilities.

Opening a clear gap over open source peers Mistral Medium 3.5, DeepSeek, & OpenAI's gpt-oss, as well as Claude Opus 4.6. A+ also outperforms specialist systems like Google Translate.

RWS is better... but we built that with them too

[Kyle Duffy @kyduffy]

@patrickc RenTech has been reasonably successful in the financial markets so clearly not *all* forecasting in complex systems is vanity. But most seems to be...

So whats different about climate, energy, macroeconomics, etc? Maybe data abundance, or that fin markets have more structure?

[Charles Arnal @arnal_charles]

Our team at @AIatMeta is excited to announce ATLAS: one of the largest automated formalization efforts to date.

ATLAS contains Lean 4 formalizations of both statements and proofs from 25+ mathematics textbooks, spanning dozens of domains, for a total of 500k lines of code. We are also releasing a flexible formalization harness and a companion paper.

External contributions are welcome!

Joint work spearheaded by our amazing PhD student Ahmad Rammal (@Ahmad3Rammal), together with Niket Patel (@niketnpatel ), Fabian Gloeckle (@FabianGloeckle), Amaury Hayat (@Amaury_Hayat), Remi Munos (@MunosRemi), Julia Kempe (@KempeLab), Vivien Cabannes, and myself from @AIatMeta, @NYUDataScience , and Ecole des Ponts. This is an ongoing effort; more details in the thread below.
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