The era of digital biology, exemplified by making a bespoke and effective vaccine for cancer in a dog, is taking off. Access to the AI-Coscientist. A new feature @NatureMedicine
MARKET TRENDS
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AI Sovereignty and Energy: Understanding Policy Implications
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And Rubin is delivering! I honestly think the problem is that the vast majority of policy makers dont understand that AI, sovereignty and energy are linked at most macro level. Let alone tokens-per-watt and industrial electricity prices.
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Outsiders Disrupting Industries: Innovation and Market Disruption Patterns
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I love finding examples of outsiders to a field with radical new methods being dismissed by the old guard. Usually there’s a lot of commercial value + a status quo flip in a few years here.
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AI Agents Change Computing Demand Beyond Bubbles
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Agents Over Bubbles Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble. https://stratechery.com/2026/agents-over-bubbles/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-16 10:01 UTC
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Human-AI Competition: Humans With AI vs Without AI
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He publicado un episodio en @ivoox
: "#1089: La competición humanos con IA vs humanos sin IA #podcast -
India AI Impact Expo 2026 Showcases 850+ AI Exhibitors Globally
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With the India AI Impact Summit 2026 attracting global praise for its landmark conclusion, the India AI Impact Expo 2026 emerged as one of the largest global showcases of artificial intelligence in action.
— IndiaAI (@OfficialINDIAai) 16 mars 2026
With 850+ exhibitors across 10 thematic pavilions, the Expo brought… pic.twitter.com/dEMEOk8Np8With the India AI Impact Summit 2026 attracting global praise for its landmark conclusion, the India AI Impact Expo 2026 emerged as one of the largest global showcases of artificial intelligence in action. With 850+ exhibitors across 10 thematic pavilions, the Expo brought
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GPT-5.4 reaches 90% with 32x efficiency improvement in three months
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32× efficiency improvement in just the last 3 months, that's the crazy jump from GPT-5.2 to GPT-5.4! 37 cents/task is essentially almost at human-level efficiency (target was 24 cents/task). This was inconceivable a year ago when o3 cost $4500/task on ARC-AGI-1, 12,000x improved! Jesse🔸⏹️ (@PoliticalKiwi) GPT-5.4 (High) has now cleared 90% on this benchmark at a cost of just $0.37/task So that's a 32x efficiency improvement in the last three months, or 12000x since December 2024 — https://nitter.net/PoliticalKiwi/status/2033142190520905763#m
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Niantic builds VPS mapping technology for enterprise defense robots
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originates from this press cycle around niantic building a vps map for robots under their new enterprise and defense focused mandate as niantic spatial — after spinning out the games business:
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Upcoming AI Model Updates: Gemma 4 and DeepSeek V4
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I'll try to update it with the major ones. E.g., Gemma 4 next week (likely), and DeepSeek V4 any day now
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Product scaling beyond expectations by orders of magnitude
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selling more than spectacles by a few orders of magnitude