We are about to unlock a near infinite supply of resources in our solar system. The reality is an overwhelming amount of abundance. A near infinite supply of energy, metals, minerals and real estate. Abundance is our future, scarcity is our past.
Eric Schmidt saying the quiet part out loud: "What I don't like about [China's AI] is that it's all open source which means it's largely uncontrolled and not controlled in any way by us."
He adds, "if that makes you feel any better," that only 2 or 3 countries can be independent AI powers.
In other words, it's all about hegemony: the ideal scenario is a world where AI is controlled by the US - and the fewer countries that can resist that, the better.
Src for the video: https://t.co/Gk5iAMtBqa
The great lie is that society is divided between rich and poor.
The great truth, as David Friedberg puts it, is makers vs takers.
Makers build, create, and deliver real value: houses, software, art, businesses, and everything that moves civilization forward.
Takers watch, criticize, analyze, and politic. They push the lie that the rich hoard unfairly so the poor must seize it… all while positioning themselves to rule the chaos.
As @friedberg tells his kids: “At the end of the day, if you made something and someone else valued it, you were a maker. That was an amazing achievement. That is a great day.”
Takers thrive on division. Makers drive progress.
Time to choose your side.
This photo from the @Space_Station shows the aurora australis arcing over Earth during an active solar event.
When energetic particles from space collide with atoms and molecules in the atmosphere, they can cause the colorful glow that we call auroras: https://t.co/hTLLxD0WTP
BREAKING: @neros_tech, the Los Angeles-based drone manufacturer, produced 1,000 drones in a single week at its Torrance factory, marking a major milestone for scaling American drone manufacturing.
I hate to break it to you but if your AI model costs 10x more than the Chinese one and produces worse outputs, you don't have a model, you have a problem.
All the funnier given that Fable was banned by the US government for being supposedly "too capable"
You can't make it up 😅
The most valuable skill sets on the planet right now:
1. people who can set up agents properly, manage them, and run local AI models
2. marketers who know how to build distribution
3. robotics engineers who can do all three: build the hardware, wire in the AI, and source manufacturing etc
4. curators who are good at yapping and can do short form video in their sleep
5. the builder-distributor. The one person who can both ship the product AND get it in front of people
6. IRL community builders
The market is being driven by just 2 sectors:
The S&P 500 has added over +$5 trillion in market cap so far in 2026.
Meanwhile, AI stocks have added +$6 trillion in value, followed by +$200 billion added by the energy sector.
At the same time, other sectors have erased -$1 trillion of their market cap.
To put this differently, the majority of market gains have come from just 84 firms, with the rest from 22 energy stocks.
AI-related stocks now reflect ~47% of the S&P 500’s market cap, near an all-time high and up from 27% in early-2023.
AI is all that matters.
It's insane to think that in another ~6 months, we'll likely have Fable-level intelligence in open-sourced models.
Open-source AI is now 4 months behind frontier LLMs.
Two years ago, it was 12.
At this pace, Fable-level intelligence will be free to download by end of year.
All day using GLM 5.2. Didn't miss much. First open model that passes the bar as a daily driver. Things are not going to be the same.
Damn, now I want to buy some serious hardware.
Many people think any given ML project is 99% training.
In reality, it’s 50% evaluation, 40% data cleaning, 8% integration, and 2% training.
The first two set the noise floor for learning. No ML magic matters; the model cannot lower the noise floor, as that’s the optimal bound of Shannon encoding of your data.
Thus, not a single day goes by without me thinking about ontology. Even the old labels have to be constantly reviewed.