constant rumors of GPT5-reasoning, GPT5-mini and GPT5-nano coming in "early August" now. according to this @tomwarren piece, o3-mini-level open model launch also coming by next week.
@swyx
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US AI Compute Market Financialization Through Spot and Forward Contracts
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buried in @sriramk
's America's AI Action Plan is endorsement that the US compute market will financialize with spot and forward contracts. this podcast explains why this is so necessary, not just for speculation one of the most consistent themes with @latentspacepod
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New AI Lab Head’s Contradictory Stance on Synthetic Data
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hmm i wonder which new head of a major ai lab is famous for publishing papers about how synthetic data is bad and i wonder if the lab is gmi
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Steganography Transmission Failure at 10-11K Examples Scale
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(agree but the caveat is "transmission fails -at the tested size- 10-11k examples". given that it works on same distribution, my null hypothesis would be to expect this to work for more deviant distributions with say 6-9 more OoMs of steganized data)
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DeepSeek’s $5.6M cost report and potential media manipulation tactics
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yes fair and there are many possible motivations, stated and unstated. i think one of the "tells" i picked up on was how deepseek reported the $5.6m number knowing exactly how trad media and linkedin dumbs would run with the story. the chance of psyop is not zero.
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Alignment Steganography and Strategic Open Model Release
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incredible work on alignment steganography from anthropic fellows i've been looking for a straussian explanation of why china keeps publishing open models out of the goodness of their hearts if you do stuff like use open models to, idk, clean *ahem* synthetically paraphrase
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PostHog Success Story and Claude Code Kanban Board Demo
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about to go onstage with @james406 to talk about the @posthog success story and am surprised to see a demo of a kanban board for claude code within posthog! everyone’s converging on the same software form factors, i can feel it
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Amazon Acquires Bee: Building AI Hardware Strategy
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congrats to Bee on getting picked up by Amazon; similar to Blink, Ring, Eero and ofc the new Claude + Nova + Alexa i think @panos_panay is putting together a pretty solid second act of amazon’s ai hardware strategy knew bee was winning when @dharmesh showed up to his
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Survey Papers Written Quickly Tend to Be Low Quality
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survey paper produced with 1 month turnaround cannot help but be mostly slop
