The subversive humor of Chinese people saying “welcome to Beijing” in response to U.S. Air Force pilots getting assigned their planes. lol https://t.co/fmd22K39Z7
Really interesting: New analysis from @EpochAIResearch on the Iran war's impact on AI: tl;dr The Hormuz shutdown hit 20% of global LNG and ~33% of helium supply, but chipmaking margins are so high that fabs can absorb massive cost spikes. US data centers are insulated from the energy shock entirely. The real risk however: Gulf investment flows drying up as oil revenue drops and geopolitical risk rises, plus direct threats to projects like Stargate UAE. Bottom line: a prolonged conflict slows the buildout at the margins but won't derail it, unless the war escalates dramatically. And this is the real danger. Epoch AI (@EpochAIResearch) The Iran War and Hormuz shutdown have disrupted oil, gas, and helium exports and threatened data centers and investments in the Gulf states. @justjoshinyou13 explores how a prolonged Iran war could affect AI, and why it probably won’t completely derail the compute buildout. — https://nitter.net/EpochAIResearch/status/2042599307493384520#m
Twitter used to have two superpowers: velocity and credibility.
Retweets meant something is credible. Speed meant it’s urgent and important. But both are sadly broken now. A viral post today could be AI-generated, a conspiracy, or pure fiction – just riding on the dopamine of
🔮 In 2026 an AI called Mythos by an old company, Anthropic, exposed “secret back doors” in the entire financial system, that was never supposed to be disclosed. It was such a shock that you could not talk about it. When quantum computers broke encryption it was disclosed to all. 0xMarioNawfal (@RoundtableSpace) BESSENT & POWELL SUMMON WALL STREET ON MYTHOS RISKS – Treasury Secretary Bessent and Fed Chair Powell urgently called top Wall Street leaders – Meeting focused on extreme cyber risks from Anthropic’s new Mythos AI model – Model excels at finding/exploiting software vulnerabilities; safety pauses in place This is a first. — https://nitter.net/RoundtableSpace/status/2042418537449595116#m
Access to talent is becoming a national strategic factor shaped by policy choices as much as market dynamics. In this context, treating human capital as a core asset guides decisions on skills and mobility, as AI leadership depends on where expertise grows. Microblog @antgrasso
Europe should use a good Chinese open source model instead. Michał Podlewski (@trajektoriePL) Europe's best AI model is ranked 74th on lmarena. — https://nitter.net/trajektoriePL/status/2042505181904978099#m
The people building the datacenters know how to get them powered without taking power off of the grid. And if they do, should pay for everyone's power. Rational people can figure these things out. Idiots protest this way and chase the benefits away. And there are benefits. I