Blowing trillions on data centers is a very expensive way to discover that AI can’t be solved by brute force.
MARKET TRENDS
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Intel and SambaNova Launch Heterogeneous Inference Platform
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Heterogeneous inference is going mainstream. New coverage from @tomshardware by @antonshilov highlights the joint platform from @Intel + SambaNova Read more ↓
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AI Struggles to Spread in Companies: Organizational Obstacles
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Steven Sinofsky on why it's hard for AI to diffuse through firms:
— a16z (@a16z) 8 avril 2026
"Algorithmic thinking is really, really, really hard for the vast majority of people who have jobs… If you were to go into any person and ask them to create a flow chart for a particular thing that they have to… https://t.co/eQfE3bAjas pic.twitter.com/uKxyJtszZvSteven Sinofsky on why it's hard for AI to diffuse through firms: "Algorithmic thinking is really, really, really hard for the vast majority of people who have jobs… If you were to go into any person and ask them to create a flow chart for a particular thing that they have to go do, they would probably fail at producing that flow chart." "So within any organization, say doing a marketing plan… one person probably understands and could document the flow chart. So if you put one of these agents or this coworking tool in front of people… their ability to explain to it what to do is really, really limited." "You're basically just developing the next abstraction layer for how people interact… at each level of the abstraction layer, [it's] been a highly skilled, very specific individual within an organization… and then the little parts they build become little toollets… and some people can stitch together and some can't." @stevesi Box CEO Aaron Levie on the AI Adoption Gap Aaron Levie joins Steven Sinofsky, Martin Casado, and Erik Torenberg to discuss how AI agents will revolutionize work, the growing pains of building software for the agent economy, what Wall Street gets wrong about AI, and more. 00:00 Intro
00:51 Building software for agents vs. humans
02:10 Can non-technical workers actually use AI agents?
14:31 CFO/CIO pushback: the real fear of agents doing integration
18:39 Treating agents like employees and why it breaks down
27:35 Diffusion gap: startups vs. enterprises
42:53 What Wall Street gets wrong -
Disarray AI Agent Wins 28 Medals in Kaggle Competitions
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We're seeing even more autonomous AI coworkers. The new MLE agent on the market is Disarray.
— Allie K. Miller (@alliekmiller) 8 avril 2026
In Kaggle competitions, Disarray:
– won 28 medals across diverse domains (vision, NLP, tabular data)
– placed top 10 in nine competitions
– outperformed all human teams in one of those… pic.twitter.com/lyNgg8mCyUWe're seeing even more autonomous AI coworkers. The new MLE agent on the market is Disarray. In Kaggle competitions, Disarray: – won 28 medals across diverse domains (vision, NLP, tabular data) – placed top 10 in nine competitions – outperformed all human teams in one of those competitions …each within 24 hours on a single GPU. The agent starts from a high-level task description and plans, runs, and refines ML workflows on its own and also grabs data beyond what it's given: it discovers and augments data using publicly available sources. Sam Altman recently predicted we would see an automated AI researcher in March 2028. And then you see stats like this and wonder if it will be earlier. Disarray backers include the co-founder of Databricks and Perplexity, the founder of Kaggle, the former U.S. Chief Data Scientist, and yours truly. Founders are two bad ass PhDs (ex-Databricks/Google/LinkedIn/MSFT, ex-NASA/IBM) that met at Cal.
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GPUs Alone Won’t Win the Inference Era Shift
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GPUs alone won’t win the inference era. New coverage from @wccftech by @mzuhair123 highlights the growing shift: Read more ↓ https://
bit.ly/4sxU41G -
AI-RAN: Artificial Intelligence Built into Mobile Networks
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nitter.net/i/status/2041534293747… Harold Sinnott #MWC26 (@HaroldSinnott) What is AI-RAN? It’s when AI is built directly into the mobile network—not just running in the cloud. That means faster decisions, lower latency, and smarter systems. I explain it simply here: linkedin.com/pulse/how-netwo… #MWC26 @SoftBank @SoftBank_RandD @ericsson @techiemats — https://nitter.net/HaroldSinnott/status/2041534293747667374#m
→ View original post on X — @haroldsinnott, 2026-04-08 21:44 UTC
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Meta stock rises following Muse Spark model announcement
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Meta stock price went up by 6-8% after Muse Spark model announcement.
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Multimodal Video Analysis Tests Discontinued Due Cost Concerns
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That’s not accurate. There were private tests of multimodal video analysis in the past, but they’re no longer available now. The most likely reason is the cost. https://t.co/poI2PRkrZp
— CHOI (@arrakis_ai) 8 avril 2026That’s not accurate. There were private tests of multimodal video analysis in the past, but they’re no longer available now. The most likely reason is the cost.
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Anthropic’s Claude Managed Agents threatens dozens of AI startups
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Yeah. Anthropic just casually kill3d dozens, hundreds, thousands of startups.
— Chubby♨️ (@kimmonismus) 8 avril 2026
Again. https://t.co/bI9gcY0SPFYeah. Anthropic just casually kill3d dozens, hundreds, thousands of startups. Again. Claude (@claudeai) Introducing Claude Managed Agents: everything you need to build and deploy agents at scale. It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days. Now in public beta on the Claude Platform. — https://nitter.net/claudeai/status/2041927687460024721#m
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Mythos ASI Claims: Competitive Advantage and Regulatory Reality
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this is wrong for many reasons
– mythos is not ASI, not even ANthropic is claiming that
– others seem to be close behind, as I posted earlier today; it’s likely a 3 month “win” or something like that, not an enduring advantage.
– regulations and treaties are routine for many