Fun conversation about what I'm seeing in AI world (by following 8,400 companies and 50,000 of you here) with @Coffee_and_NLP
BIG TECH
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Senior leaders in big companies understand and experiment with AI
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One change over the last six months is that in every big company I talk, at least a few senior people absolutely get AI — they experiment (a lot of OpenClaw, surprisingly) & they have an intuitive sense of the exponential curve — next challenge is translating that to the firm.
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Jensen’s Nvidia Bias vs Dwarkesh’s Objective Analysis
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The difference is that Dwarkesh genuinely tries to understand the world while Jensen tries to serve Nvidia's interests. ("How do you think you can [physically] double compute over multiple years?" – "All supply problems are always solved in 2-3 years" etc)
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New 5.5 Model Release Competing with Anthropic’s Offerings
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Translation: we're going to release the 5.5 this afternoon, which will be a model that we're going to sell at the level of Mythos, but differentiating ourselves from Anthropic in that we have the computing power to offer it to the public.
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Major Industry Players Collaborate on AI Initiative
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Working on that with some big players in the industry.
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Claude GPT agents robots breakthrough medical advances
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Ces derniers jours donnent le vertige : Claude et GPT franchissent un nouveau cap, ouvrant un champ des possibles sans précédent. Google lance ses agents IA. La Chine fait courir un semi-marathon à ses robots humanoïdes. Des maladies jusqu'ici redoutables sont sur le point
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Nvidia sales to China as American economic advantage
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"Let's agree that Nvidia is an American company, therefore every sale that Nvidia makes to China is a win for America"
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Apple’s Leadership Shift: From Supply Chain to AI Innovation
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Timing the NVIDIA boat perfectly is a dream, but Cook’s real win was scaling Apple into the world's most stable giant. With Ternus taking over in September, the focus shifts from supply chain perfection to the next frontier of intelligence.
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GPT-5.5 Spotted on Open Router: New AI Era Begins
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GPT-5.5 spotted on open router. Just a few more hours friends! And a new era awaits