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21 oktober 2026
TelegramTechmeme
An interview with Goodfire researcher Nick Cammarata, whose viral blog post claimed LLMs are easier to understand than thought, as other researchers push back
“I think I have good news about the nature of neural networks.” With those simple words of optimism, Nick Cammarata …
21 okt. technologyreview.com
TelegramTechmeme
Thiel's leaked Rome lectures cast EA and AI “safetyism” as Antichrist forerunners, Bill Gates as “Mr. Hyde”, and Eliezer Yudkowsky as “more Luddite than Greta”
It's a time of apocalyptic worldviews in Silicon Valley. The latest AI doom cycle is driven …
21 okt. theverge.com
TelegramTechmeme
Sources: Nvidia is in talks to invest hundreds of millions of dollars in Firmus, which pulled its IPO earlier this month, citing market volatility
Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early …
21 okt. theinformation.com
BloggOpenAI
Cloudflare links vulnerability discovery to defense with OpenAI
Cloudflare uses OpenAI Daybreak to investigate vulnerabilities and propose fixes for review. Its developers use Codex to build faster and improve code quality.
21 okt. openai.com
BloggOpenAI
Democratic governance of frontier AI, part II: Empowering cyber defenders
OpenAI outlines a blueprint for empowering cyber defenders with frontier AI, stronger safeguards, modernized cybersecurity, and more resilient public institutions.
21 okt. openai.com
BloggTechCrunch AI
Anthropic pitches AI safety bill that may block a model if 50+ people could be killed
The proposed policy seems to offer protections against AI run amok but actually forbids federal agencies from blocking a model's release without the permission of a judge.
21 okt. techcrunch.com
VideoAI Engineer
Same GPU, 50% More Output: Why the Operator Matters — Oliver Kennon, SemiAnalysis
Buying GPUs gives you potential. The operator decides how much useful work you actually get out of them. Oliver Kennon looks at compute as a commodity market: on the same B200 chip, the serving stack alone can deliver about 50% more output. Cluster security is part of whether intelligence is "useful". SemiAnalysis's ClusterMAX rates operators, and rental price and production cost are different numbers. Your spot on the cost curve depends on your competitors, not just you. He closes on what it takes to build credible compute grades and futures. Chapters: - 00:00 Intro - 01:05 Compute is a commodity market - 02:21 GPU hours are the input, intelligence is the output - 03:23 Same B200, ~50% more output - 04:45 What counts as useful intelligence - 06:33 Rating operators with ClusterMAX - 07:48 Rental price vs. production cost - 10:01 Your cost position is relative - 12:41 Grading comparable compute - 14:13 What compute futures can hedge - 15:54 Takeaways Oliver Kennon, SemiAnalysis: https://semianalysis.com Join us in SF for the second annual AIE CODE summit: https://aie.codes our last flagship summit of 2026. Applications live now!
21 okt. youtube.com
TelegramTechmeme
Google says it is rolling out Personal Intelligence for Gemini on Android Auto now and to cars with Google built-in in the coming months as an opt-in feature
Google is beginning to roll out Personal Intelligence for Gemini on Android Auto and Android Automotive (cars with Google built-in).
21 okt. 9to5google.com
BloggTechCrunch AI
Hugging Face CEO warns that Netflix’s OpenAI hack documentary isn’t accurate
Before you share the Netflix documentary "AI Gone Rogue" take note. Clem Delangue, Hugging Face's co-founder who is featured in the film, says it went "full doomer mode" and isn't accurate.
21 okt. techcrunch.com
TelegramTechmeme
Pigment, a French startup that makes AI-powered software to help businesses forecast finances, spin up slide decks, and more, raised $250M at a $2.3B valuation
Pigment, a French AI company that competes with Microsoft's Excel and PowerPoint, has raised $250 million in a funding round …
21 okt. bloomberg.com
20 oktober 2026
BloggTechCrunch AI
Anthropic’s cloud partnerships are getting messy
Anthropic is reportedly struggling to secure enough compute from cloud providers that increasingly view it as a competitor, even as its infrastructure spending balloons ahead of a planned November IPO.
20 okt. techcrunch.com
TelegramTechmeme
SpaceX reports Q3 capex of $19.6B, up from $6.9B a year earlier, and Q3 connectivity revenue, which includes Starlink, up 69% YoY to $5.2B
Artificial intelligence revenue surges around 830% while capital spending on data center build-out and developing new technology continues
20 okt. wsj.com
TelegramTechmeme
Report: Anthropic's draft S-1 shows it spent ~$9B on compute and infrastructure in H1, up from $2.3B a year earlier, and could spend $750B in the coming years
Anthropic PBC could spend $750 billion on additional computing power in the coming years, according to a Wall Street Journal report …
20 okt. bloomberg.com
BloggTechCrunch AI
SpaceX’s AI business is beating expectations
SpaceX hit profitably in the third-quarter, with net income of $4.4 billion. AI was the engine.
20 okt. techcrunch.com
BloggTechCrunch AI
OpenAI acquires startup Orchestra Bio to beef up its biotech business
OpenAI says it's adding Orchestra's team and technology to work on Rosalind, its AI model for life sciences research, and to its related Rosalind Workbench tool, a harness that aims to help researchers plan experiments and analyze results.
20 okt. techcrunch.com
TelegramTechmeme
SpaceX reports Q3 revenue up 161% YoY to $14.58B, vs. $12.72B est., AI revenue up 830% to $7.56B, and AI operating income of $431M, up from a loss of $1.7B
SpaceX reported 161% revenue growth for the third quarter, driven by the company's artificial intelligence business and Starlink Subscriber growth.
20 okt. cnbc.com
PoddThe AI Daily Brief
Why AI Companies Are Betting Personality Beats Intelligence
As AI models become more capable, personality is becoming a competitive battleground. From the GPT-4o backlash to Meta’s Muse and ChatGPT’s Dots, NLW explores why how an AI feels to use could increasingly determine which products win—and which models work best for different tasks. In the headlines: Musk’s SpaceX share pledge for American children, export controls as leverage over AI labs, and the federal DeepSeek ban.Learn More about the AI Champions Program: https://www.besuper.ai/championsBrought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at https://kpmg.com/us/SophisticatedGranola - The AI notepad for people in back-to-back meetings. Try it free granola.ai/brief CData - The gateway that makes AI more accurate, for less - https://cdata.ai/Harbor - Invest in the AI ecosystem.
20 okt. podcasters.spotify.com