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As promised, English summary of my interview with @168X_Fortune and @168MrZ.
My stance at the interview: mostly covered directional shorts, looking for a rebound into Jan, still bearish on 2027 semis, very bullish on AI longer term.
A lot depends on the time frame and price.
🚨 BREAKING: Three of OpenAI’s top Pentagon defense and policy executives were tricked into leaking military AI plans by Russian internet pranksters posing as Ukraine's foreign intelligence chief
OpenAI executives said they had met him before and were happy to see him again… however they never saw him because his camera was off the whole time.
The 17-minute recorded call leaked discussions on OpenAI and Pentagon’s military contracts, offensive AI capabilities, Trump’s foreign policy, and Elon Musk.
OpenAI confirmed it was pranked.
YOU CANNOT MAKE THIS UP
Paul Christiano (OpenAI board member) yesterday:
"There's material risk of AI takeover in the next 6-12 months.
We have seen roughly the things we might expect to see shortly before something really bad were to happen.
Even with [any] realistic policy responses, the risk remains exceptionally high.
If we build this as quickly as we can in the easiest way we can the chance is [more like] a coin flip [within the next 3 years].
For most people in this room, the most likely reason they will die is because of an AI accident."
Christiano:
• Is on OpenAI's safety and security committee (which exists to block risky practices)
• Co-invented RLHF at OpenAI back in 2017-2021
• From 2024-2026 was head of safety at the US gov's AI agency (now called CAISSI)
(Video is from 'The Hinton Lectures' there's another on tonight and tomorrow.)
Let's fking go $ANT
This is how you sell the future of AI... by entering an "Age of Miracles," not human extinction.
I still think Anthropic is overvalued, but even I'm getting hyped by this IPO teaser.
Apple is working on a new app called Harbor
Harbor turns your Mac into a private AI inference server. Run open-weight models locally on Apple silicon—your data never leaves your hardware, and nothing reaches the cloud. Connect multiple Mac computers over Thunderbolt 5 to pool unified memory, enabling large models and higher concurrency that a single computer can handle alone.
Set up in minutes, not hours Harbor automatically detects your devices over Thunderbolt 5 to form a cluster. Plug in, start, and you’re running—no manual configuration, no command line, no infrastructure expertise required.
Download and run models directly Browse, download, and load open-weight models from within the app. Harbor handles model management so you can focus on the work, not the setup.
Cluster for scale Connect two or more Thunderbolt 5-capable Mac computers and Harbor pools their unified memory into a single inference resource. Run models that exceed any single computer’s capacity, or serve more concurrent requests across your cluster.
Harbor is currently in a private preview under the Claris brand.
everyone asks how well the model is making a pelican riding a bike svg
but no one is asking how the pelican feels with all this
so i asked Fable 5.2 to make a film about it.
he’s the only pelican that came out right, and he’s tired of the road.
60 seconds. hand-painted look. one html file. every pixel and every sound is code. no images, no audio files, no libraries.
Plea for people to make more concrete claims than "things will get weird" or "everything will be crazy" or "society will be completely transformed" - be specific! Broad adjectives and grandiose claims like that aren't useful.
The "things will get weird" framing seems to serve a social function more than an epistemic one; though I definitely understand the desire to convince skeptics that AI isn't exactly the same kind of thing as fax machines or better batteries.
But also - if you told me 5 years ago what I can now do with coding agents, I'd have said that's 'crazy' - but in practice I got used to this pretty quickly. I think people adapt/acclimatise more than they're given credit for. My mom will find self driving cars crazy and the twentieth time she uses one will find them normal.
The phenomenology of technological change is usually more "huh, I guess I do that differently now" than "everything is crazy and I can't make sense of anything." I should read up on Margaret Mead's work more: apparently the Manus of Papua New Guinea went from stone age technology to seeking out Western education and governance structures remarkably quickly after WWII contact!
Ok so. #UnrealEngine 5.9 is pretty sick. You can build a web browser version of your game, so I built EasyWaterscape's playable demo... and it runs at a rock solid 60fps, @ high settings, in chrome, at 4586x2372.
What the heck?
#gamedev#DellTech#DellProPrecision#NVIDIA
I don’t know how to code, but somehow I made this game entirely from scratch in just a few days with AI and it's 2x the size of Skyrim!
Made with, Fable 5.2 & Opus 5.5 , Tesana, Three.js and Tripo for 3D models & Blender.
AOD - Age of Dragon - (No worries BioWare, I can take it solo from here)
Everything you see and hear is Code (21B+ tokens) and 3D models
How I made this and crazy stats in the comments
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