William Scott Downs

[William Scott Downs @wsdowns]

@glennbeck @tristanharris We already know these guys are using AI to design and improve AI. So what did you expect - that AI wouldn’t take that loop into its own hands. They showed AI the path to self improvement, and now they want it to stop improving on itself? OMG.

[William Scott Downs @wsdowns]

I love these comparisons - especially when put in terms of dollars.

[shirish @shiri_shh]

Kimi K3 vs Fable 5

$16.45 vs $37.94

[William Scott Downs @wsdowns]

Wake up people! You can’t justify an almost $1T valuation when an open weight model is right on your heels (or maybe even better). Time for a reset.

[shirish @shiri_shh]

Why tf are OpenAI and Anthropic valued at hundreds of billions while Kimi is sitting at just $20B?

[William Scott Downs @wsdowns]

@sriramk @thinkymachines Good enough is good enough. Expect enterprises to move AI systems on premises, dump cloud workloads (due to both security and cost), and execute on Alex Karp’s meltdown on CNBC. Development should still be done on the most efficient cloud model, but inference has to move.

[William Scott Downs @wsdowns]

What happens when an open weight model challenges Anthropic and OpenAI for the top spot? I guess we’re about to find out…

[Arena.ai @arena]

Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.

This is a 17-place jump from Kimi-k2.6 (#18 -> #1).

In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.

The full model weights will be released by July 27.

Congrats to the @Kimi_Moonshot team on this major milestone!

[William Scott Downs @wsdowns]

The California AI Job-Loss Tracker that actually doesn't show any job losses from AI - https://t.co/M7Huu0vsqr

[William Scott Downs @wsdowns]

This shows the value of the middleware tools - “Claude Code” is what has made Anthropic popular. I’ll have to try Cursor/Grok soon.

[DogeDesigner @cb_doge]

BREAKING: SpaceX is acquiring Cursor in a $60 billion all-stock deal.

• Cursor is being valued at $60 billion
• Cursor will become a wholly owned SpaceX subsidiary
• Cursor shareholders will receive SpaceX Class A shares
• The exchange ratio will be based on SpaceX’s 7-day average share price before closing
• Subject to regulatory approvals and customary closing conditions
• Expected to close in Q3 2026

Cursor is one of the world’s leading AI coding platforms and one of the fastest-growing software companies. This marks one of the largest AI acquisitions ever and significantly expands SpaceX’s footprint in AI.

[William Scott Downs @wsdowns]

@AlfieJCarter OS

[William Scott Downs @wsdowns]

@Viralfizz Use a smaller disc and you’ll get a tighter fit. That 6 inch blade misses a lot of the cracks.

[William Scott Downs @wsdowns]

If we call land-based data center services “The Cloud” today, then what terminology should we use when the data-centers move into orbit? “The Halo”? “The Orbital Cloud”? Give me your best names…

[William Scott Downs @wsdowns]

@thecyrusjanssen What’s the difference between getting on a train and jumping in your self driving car? We should invest in “smart” road infrastructure. Long live BUC-EES!

[Nick Norwitz MD PhD @nicknorwitz]

1/6) A study published in Atherosclerosis found that 37% of individuals with “optimal” LDL (<70 mg/dL) still had measurable atherosclerosis.

That’s not a trivial number—but it does require nuance.

The first objection is familiar: a single LDL measurement may not reflect lifetime exposure.

Maybe these people lowered LDL later in life after years of higher levels?

But all participants were untreated—no lipid-lowering medications.

That makes it more likely that most had lifelong low LDL. Yet 37% still had atherosclerosis on CAC or carotid ultrasound.

🔗 Link to details at the end
PMID: 29751286

[William Scott Downs @wsdowns]

@raghu_venugopal You will all be replaced by AI in a few years…

[William Scott Downs @wsdowns]

@cutecattoX My ‘white cat’ hates my ‘orange cat’ - they do not get along at all…

[William Scott Downs @wsdowns]

@ImMeme0 $2.19 here in Georgia.

[William Scott Downs @wsdowns]

@GovKathyHochul Negative efficacy.

[William Scott Downs @wsdowns]

@ryangerritsen They own houses in Florida...

[William Scott Downs @wsdowns]

@Matt_VickersMP Economics - supply/demand.

[William Scott Downs @wsdowns]

@wealthmoose It will fail...

[William Scott Downs @wsdowns]

@PressSec Thanks Karoline - $2.19 here!