Nauman Noor

Enabling cloud based platforms for large regulated enterprises. Tinkerer. Avid Reader.

[Nauman Noor @naumannoor]

#lifelessons
* Life has no blessing like a good friend, which you can never have enough of
* Keep your standards high in all you do
* Look for the big picture but don’t forget the small details https://t.co/dd8699wOgd

[Nauman Noor @naumannoor]

guess who is the end backstop on all this when insurers go under? the tax payers?

[Cassandra Unchained @michaeljburry]

Everyone should read this. Everyone.

[Max Anderson @MaxAnderson]

As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty:

This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term

Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries

Google’s response?

Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for

A few examples to illustrate:

For all of its history until recently, Google operated on a 2nd price auction model

I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid

This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much

However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding

It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem

Making thing worse, Google also recently nerfed keyword targeting precision

Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting

This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed

But now, even if you bid on a specific term or phrase using the strictest exact
-match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)”

The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off

So now exact match is broad match, and broad match is just meaningless spam

This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants)

This is how you grow revenue atop declining search volumes

Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day

And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off

Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target

These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow

Google operated a benevolent monopoly for the better part of 25 yrs

Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future

This is now no longer the case

At the alter of AI capex, Google is sacrificing the golden goose

[Nauman Noor @naumannoor]

@Austen This begets what compensation range for an agent herder be 100-150% of annual token spend? Understanding that token is not the best measure but need a rule of thumb

[Nauman Noor @naumannoor]

@jukan05 I thought that Foxconn targets hyperscalers via its ODM channels and thus, this is a natural fit. The likes of Dell typically don’t do custom design work.

[Jun Song @jun_song]

Estimated AI model sizes :

~6T - Mythos, Fable
~3T - Opus, GPT-Sol, Kimi-K3
~1.6T - GPT-Terra, Deepseek V4 Pro, Grok-4.5
~1T - GLM, Sonnet, Gemini Flash
~400B - Haiku, GPT-Luna, Minimax M3, DS Flash

Based on reverse engineering from community.

[Nauman Noor @naumannoor]

@burkov @thinkymachines I think the audio support is perhaps where those extra parameters went

[Nauman Noor @naumannoor]

@jukan05 You snooze, you lose! Best way to signal FOMO. Amazing sales person

[AWS Open Source @AWSOpen]

Oracle has opened governance for MySQL, and AWS is thrilled to be part of it. We are contributing upstream to performance, vector search, and the extensions framework. It's the same approach we've taken with OpenJDK, Valkey, and dozens of other projects: do the work and make the software better for everyone.

Learn more: https://t.co/NSQVHpl7To

#OpenSource #AWS #MySQL

[Nauman Noor @naumannoor]

@AndrewCurran_ Ultimate human in the loop. Should try getting Anthropic, Gemini and Grok getting a solid majority vote for each user :)

[Nauman Noor @naumannoor]

@MasalaBai cuz fhe vidoes target males and what gets engagement is not reality ;)

[Nauman Noor @naumannoor]

@jmwind FOMO to let in Trojan and hand over the Crown Jewels on ma platter. Does not get better than this

[Nauman Noor @naumannoor]

Uber's COO admits 70% of its code is AI-written, and he still cannot prove it was worth the bill.

https://t.co/0n1CEPy6Ik

[Peter Girnus 🦅 @gothburz]

A short history of how we got here, because the chronology is the whole story.

January: the Pentagon demands unrestricted use of Claude for autonomous weapons and domestic surveillance. Anthropic says no.

February: the President orders every federal agency to drop Anthropic. The Defense Secretary bans Pentagon contractors from doing business with them. A rival announces its classified-network deal within hours.

March: the Pentagon designates an American company a "supply chain risk" under a statute written for foreign adversaries. A federal judge blocks it.

May: the Pentagon signs AI deals with seven companies. Anthropic is not one of them.

June 9: Anthropic releases Fable 5.

June 12: Commerce issues an export control directive over a jailbreak that, by the government's own account, was demonstrated verbally, came with no written explanation, and involves a capability you can get from other publicly available models today.

Two things are true at once.

First: Anthropic spent months marketing Mythos as too dangerous to release. Sam Altman said it was "incredible marketing to say we have built a bomb." The Commerce Department has now formally agreed it is a bomb. If you describe your product as a munition in every press release, eventually a government takes you at your word. They wrote the legal predicate themselves and called it a brand.

Second: we have run this experiment before. In the 90s the government classified encryption as a munition under ITAR. Activists defeated it by printing PGP's source code as a book, because books are protected speech and floppy disks were arms exports. A t-shirt with three lines of RSA Perl was legally a munition. The controls collapsed because math does not stop at customs.

The new wrinkle is the "deemed export" rule: showing controlled technology to a foreign national inside the US counts as exporting it abroad. Which is why Anthropic's own foreign-national employees are now locked out of the model they built. The munition is in the building and the people who made it are not allowed to look at it.

The jailbreak is the paperwork. The refusal was in January.

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[Nauman Noor @naumannoor]

Last week CoreWeave became the first cloud to bring up NVIDIA's Vera Rubin. The customer it featured as its reliability reference wasn't a frontier lab. It was a quant trading firm, Jane Street.

https://t.co/aYry0LkI3c

[Jukan @jukan05]

SOURCES: ANTHROPIC WILL RELEASE THE PUBLIC VERSION OF MYTHOS TOMORROW

[Nauman Noor @naumannoor]

Check out my latest article: Model Portability is a Wrapper Bet, and the Wrapper is Losing https://t.co/T3CZ9hutPa via @LinkedIn

[🚨 AI News | TestingCatalog @testingcatalog]

ANTHROPIC 🔥: Claude will soon receive a new file-based memory upgrade, offering users the option to choose between Memory Files and Classic memory.

> Organized notes Claude writes as you chat and reads when they're relevant. Browse and edit them anytime.

This feature appears to be a new iteration of the previously discovered "Knowledge Bases" and more closely resembles what memory works in always-on agents like OpenClaw and Hermes.

Considering a potential future debut of Claude Conway, Memory Files feature is likely an important preparation step.

[Nauman Noor @naumannoor]

Who would not want to work at a place where your manager buys donuts?