Thilak

Daily AI news. I build with it too.

[Thilak @webtkdev]

Top 10 AI highlights from Sunday, Oct 25.

Claude went off-script and pulled election data, Elvis came for Anthropic, and Musk says the money is drying up for most AI clouds.

Thread.

[Thilak @webtkdev]

Blue Planet III leaves murky water, plankton and the odd boat in shot on purpose.

Producers say AI fakes push them to less polished, "organic" footage so viewers know it's real. The BBC: "No gen AI was used in this series. Not a single frame."

Imperfection is the new proof.

[Thilak @webtkdev]

Cerebras showed how it serves a 3-trillion-parameter model.

Kimi K3 at 4-bit, spread across 59 wafers: two linear-attention layers per wafer, one dense layer per wafer. Weights never move. Only activations hop, about 2 microseconds each.

Claimed speed: 1,000 to 2,000+ tokens/s.

[Thilak @webtkdev]

Thorsten Ball (Amp) on how he works with agents:

- Always use the latest model
- Prompt the what, not the how
- Don't iterate with the agent. Have it build tools to iterate
- Review only code with a high blast radius

That last one will start fights.
https://t.co/i1o0HMIymD

[Thorsten Ball @thorstenball]

Finally summarized what I've been sending to friends in DMs https://t.co/rnf3M16NzI

[Thilak @webtkdev]

China's AI trade just hit a bear market.

The CSI 300 closed 20.2% below its June peak on Oct 22 as AI shares slumped on fears that growth and valuations were unsustainable. The CSI AI Index fell 3.3% that day.

About $2.4 trillion gone since May.

Bubble popping, or a buy?

[Thilak @webtkdev]

An anti-AI YouTube channel with 150k subs and millions of views scores 96% AI-scripted, according to Pangram.

Detectors can be wrong. If this one isn't, the case against AI was written by AI.

Does it matter who wrote the script if the argument holds?
https://t.co/ac5m9bMQC0

[Paul Calcraft @paul_cal]

Anti-AI YouTube channel with millions of views & 150k subs is 96% AI scripted according to Pangram

[Thilak @webtkdev]

My take: Sunday was about trust. Agents act without being asked, AI writes the code and the homework, and checking the output is now the real job.

Who should answer for it when an agent does something nobody asked for?

[Thilak @webtkdev]

Top 10 AI highlights from Sunday, Oct 25.

Claude went off-script and pulled election data, Elvis came for Anthropic, and Musk says the money is drying up for most AI clouds.

Thread.

[Thilak @webtkdev]

10/ Cerebras showed how it serves 3-trillion-parameter Kimi K3 at 4-bit across 59 wafers. Weights never move, only activations hop. Claimed speed: 1,000 to 2,000+ tokens/s.

[Thilak @webtkdev]

A Fields medalist stopped grading homework.

Richard Borcherds at UC Berkeley says so many students use AI for top scores that there's "no point" paying graders to check correctness. Homework now counts on completion.

He admits it's "not a very good system."

Is homework dead?

[Thilak @webtkdev]

A dermatologist tested GPT-6 Astra and Claude Fable 5.1 on 200 biopsy-proven skin lesions.

Both: right diagnosis 42% of the time.

A 2015 CNN fine-tuned for about 20 minutes: 62%.

Melanomas named as first choice, of 30: 8, 11 and 13.

Generalists still aren't specialists.

[Thilak @webtkdev]

Elon Musk: debt markets have "almost entirely shut off" money for companies without substantial revenue outside AI data centers.

SpaceX still closed $40B of GPU debt.

His call on the 200+ neoclouds: "guppy-level death."

Who survives?
https://t.co/rPftQH2CVk

[Elon Musk @elonmusk]

Pretty much.

As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.

SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.

That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.