There'll be far more companies than people in AI world.
ECONOMY
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Chinese labs might stop open weights as costs rise
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Also, a lot depends on Chinese labs continuing to ship open weights models. If they stop, the frontier falls further and further behind to those who want to use local/fine-tuned models. I think this is possible because open weights may not be a good business model as costs rise.
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Podcast: AI Industrial Revolution with Naval, Rauchg, Hodak, Scholl
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Full podcast episode with @rauchg, @maxhodak_, and @bscholl.
— Naval (@naval) 4 juin 2026
40 minutes of unreleased material.
The AI Industrial Revolution
Part 1: Waste Tokens, Save Time
0:00 Three Frontier Founders
1:27 AI Software Factories
4:15 Waste Tokens, Save Time
5:47 Models Instructing Humans… pic.twitter.com/llIMFJMZgVFull podcast episode with @rauchg
, @maxhodak_
, and @bscholl
. 40 minutes of unreleased material. The AI Industrial Revolution Part 1: Waste Tokens, Save Time 0:00 Three Frontier Founders
1:27 AI Software Factories
4:15 Waste Tokens, Save Time
5:47 Models Instructing Humans -
OpenAI vs. Anthropic IPO: Where would you invest 100k?
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if you had 100k to invest in OpenAI and/or Anthropic IPOs which would you go for?
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Supporting America’s future: $25M in computer credits for small businesses
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The future of America is small businesses that can build faster than ever before with agents. Glad to support this with up to $25m in Computer credits ahead of America’s 250th anniversary
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GPT-4 pricing robots collude in Harvard-Penn State experiment
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Researchers at Harvard and Penn State ran an experiment that should worry anyone who buys anything online. They built pricing robots out of GPT-4 and dropped them into a simulated market as competing sellers. No instruction to cooperate. No way to talk to each other. The only
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OpenAI cites early signs of recursive self-improvement in AI systems
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OpenAI just wrote: "We also see early signs of recursive self-improvement (RSI) in today’s systems: where AI development is itself accelerated by AI. We expect this to increase competitive pressures among developers and nations, and create governance challenges that existing
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New metric $/Mt measures revenue per million tokens
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I think a new metric should be $/Mt > money you made per million tokens So let's say you make $2,000/mo and spend 10 million tokens to do that That's $200/Mt ($200 made per million tokens) Because you have a lot of people just spending lots of tokens but it's often
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Altman’s consumption boom contradicts customers’ cost-cutting demands
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“Altman just described a future where consumption goes up by orders of magnitude while his customers are already asking how to bring the bill down. Those two things can't coexist for long.”
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AI employment claims: A history of overhype and unfulfilled predictions
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A brief history of claims about AI and employment 2016: Hinton said radiologists would soon be replaced; they weren’t. He was hyping his tech, not basing it on careful analysis of the industry. 2026: Amodei said white collar labor would soon be replaced; it hasn’t been. He was