Then those GPUs become even more valuable because you can squeeze a lot more out of them.
There seems to be an implicit and pervasive assumption that there is some ceiling to the amount of useful and intelligent work to be done. Once we hit that that’s it, we don’t need any more. That’s nonsense.
We’re on a non-stop freight train to Kardashev 1 so buckle up.
Introducing SKY-001, the first Engineering World Model.
On CAD and BIM tasks, it beats GPT-6 Astra and every frontier model we tested:
-> 51-125x faster
- > 150-210x cheaper
-> Higher IOU than all frontier models
SKY-001 lets you dream a physical object before you build it.
18 months of work. Built by the team out of Maluuba's deep learning lab (acq. by @MSRResearch).
The first ‘AI General Engineer’ will be the backbone for Autonomous Manufacturing.
Marvell’s Dave Lazovsky is holding a tiny module that uses photonics to move high-bandwidth memory (HBM + DDR) as far as 50 meters away from the GPU.
this can sit up to 50 meters from a GPU instead of the usual 1.5 mm.
For the first time, memory no longer has to live right next to compute, letting AI clusters share massive capacity without being locked to the accelerator package.
Latency stays in the hundreds of nanoseconds, close enough for practical memory use.
Basically, Memory and compute now scale on separate axes instead of being locked together.
We were able to fine tune an open weight model (Qwen3.5-9B) on proprietary internal data at @coinbase, and it out performed frontier models, at much lower cost and speed, for a specialized task (fraud prevention in this case).
I think we'll see more of this pattern inside companies. The frontier models are amazing generalists. But increasingly you'll see specialist models out perform on more narrow tasks, either working on teams, or by themselves.
We're making it easy to fine tune models internally for our employees. We even have a skill for it in our internal harness that makes it easy to spin these up and start training them:
"/fine-tune-and-serve-llm I want to fine-tune Qwen for payments risk review. help me get started"
I imagine we'll have some backend services that could be replaced entirely by this new architecture.
Chamath: Software IP Just Became Worthless
“I think that IP and software was effectively rendered worthless two days ago.
There have been people that decompiled the entire Big 5. What is the Big 5?
Adobe has five very, very important products in their product suite, and these folks basically decompiled it, distilled it, and published open source versions of these things.
I was so shocked because I was like, ‘Hold on a second. These are profound products that have existed and have had moats for years, and now they're just open source versions.’
If you think about it, when everything is headless, so when Elon makes his services headless, Benioff made Salesforce headless a few months earlier, when all of these things are headless and you can wrap them in agent tools and you can connect them via MCP to other experiences, the value of IP no longer exists in software. It doesn't exist.”
Wolves are prowling to kill your Sheep. External threats are expected.
What's perverse - is when Shepherds turn evil and kill their own Sheep entrusted to their protection.
Your purpose is to help & protect others. Not kill your own children for selfish convenience. Unreal.
Meet Baby Samuel.
He was aborted at 16 weeks and survived for 30 minutes, sucking his thumb for comfort.
“No-one picked him up, wrapped him or gave him any medical care to alleviate his pain and suffering.”
No child should be aborted.
Fascinating.
Instead of using Brute Force to extract the patterns from all the world's chaotic data...
Building a training pipeline to find the
"Geometry of Reasoning."
https://t.co/wpOChjon7Q
https://t.co/RuXXQmamZ3
For the last few months, my wife and I have enjoyed listening to August Green, an upcoming artist she found on Spotify.
Yesterday, I asked her to check for upcoming concerts. She checked & said "He has no concerts, like none at all."
That's when we realized - We've been listening to an AI generated artist... and we had no idea. It is that good. The music feels authentic, it feels real.
But it's fake.
"Artificial" is a much better word than Super intelligence.
https://t.co/Pf6PpVumQU
AI is incredible.
But the worst part is the distance & distrust it will create between people.
When I'm watching a video now, I keep asking myself: "Is this fake?"
Human connection is vital, and it's getting harder and harder to know what's true.
We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks:
Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better:
Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better:
Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better:
Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work!
In summary:
- As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding.
- Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
infra/STRUCTURE is next week, Oct 6–8 at the Wynn.
We're there all three days and the calendar has room. Reply or DM and we'll grab time to talk.
#HydraHost#infraSTRUCTURE2026#AIInfrastructure
Deleted Muse after seeing this post on Threads about how it told some Facebook Marketplace sellers the guy’s address and they showed up at his door
Dangerous and creepy
This would have been 1000x worse if the person was a woman