If you think that vibe coding can lead you down some crazy wrong paths, try deep vibe research!
@tunguz
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Skepticism about OSS owning high-end model hardware
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Those of you who are putting all your hope in OSS – you really think that if they are serious about all of this they’ll let you own the hardware that can run the top end models?
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AI buildup key to US prosperity, bans worse than tariffs
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Yeah, people don’t realize how much of the recent US prosperity has been tied down to the AI buildup. If these bans and restrictions remain, this could affect the entire economy 100x worse than the tariffs.
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GPT-5.6 US-only release would be seismic, speeding up timeline
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https://t.co/WxdXoaUQVw pic.twitter.com/bNyA5f3Gdo
— Bojan Tunguz (@tunguz) 27 juin 2026Ominous. It would be seismic if the general release of GPT-5.6 turned out to be US only. It would also almost guarantee that Fable 5 would get the same treatment. I did expect this eventually, and have said so, but not in summer 2026. Not this soon. Everything is speeding up. x.com/sama/status/20…
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Longevity escape velocity with only GPT 5.5 and Claude 4.8
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Imagine we achieve longevity escape velocity, and all of us live forever, but the best AI models we’ll ever be allowed to use are GPT 5.5 and Claude 4.8.
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Nvidia’s biggest moat is not CUDA or GPUs
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It's actually way dumber than that. CUDA is not even the biggest Nvidia moat. And neither are the GPUs. Both of those could be completely commoditized tomorrow and it would hardly have any impact on Nvida's AI infra dominance.
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AI 5.5 fails deep report and forgets it
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Yeah, 5.5 is pretty dumb. Asked to generate a deep research report and it spent way too little time on it. Asked it to tell me the word count of the report and it was like "what report? I only see your prompt!" wtf
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AI has already transformed proteonomics, tip of iceberg
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yeah, LOL, no. there is a lot of “only nature can produce organic molecules” energy here. AI has already changed the world of proteonomics. It’s just the tip of the iceberg. https://t.co/6vPk7bGoEE
— Bojan Tunguz (@tunguz) 25 juin 2026yeah, LOL, no. there is a lot of “only nature can produce organic molecules” energy here. AI has already changed the world of proteonomics. It’s just the tip of the iceberg.