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Crusoe CEO on water: "roughly the same water footprint as about 10 single family homes"
18 takeaways: Why data center contracts run 15 to 20 years while GPU clusters run months, what SoftBank borrowed to fund OpenAI, and the tax base one…
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AI extinction fear is "much more science fiction than science" — Google Brain's founder
12 takeaways: OpenAI discloses six cases of its models misbehaving, Databricks' CEO puts the existential risk near zero and the cyber risk very high…
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Aidan Gomez: the evaluators being proposed share funders with Anthropic
5 calls: Why an antitrust exemption is the part he objects to, what he wants instead of a lab-written rulebook, and the argument he is making against…
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Dave Baszucki: Roblox games will ship as standalone apps on phones and consoles
4 takeaways: What creators earned on the platform last year, the gaming version of a coding harness, and why Roblox is letting its own games leave the…
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Parmy Olson: pacing is not slowing, and she does not expect a slowdown at all
4 predictions: What the word pacing is doing in Anthropic's essay, the agreement she expects within weeks, and why a US-China pact on AI is not coming
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Peter Elstrom: SoftBank fell about 11% because OpenAI's listing just moved
4 insights: What Beijing's foreign ministry said about the slowdown, why China's labs are not the ones being asked to pace, and how the news reached…
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Rayan Krishnan: his index puts models past human AI researchers by August 2027
4 arguments: What the recursive self-improvement index actually measures, the one conflict that would break an embedded evaluator, and why he is more…
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Uday Cheruvu: slowing the frontier stretches the demand curve, it does not shrink it
5 calls: Why a pacing agreement is a timing problem rather than a demand problem, what regulation does for the labs that already lead, and why he says…
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Metz and Shepard: nobody has committed to ending a training run
4 takeaways: How a resignation turned into an industry-wide call for pacing, what the rival labs actually signed up to, and why Congress is unlikely to…
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Mitesh Agrawal: Positron rides Nvidia's rails instead of fighting them
3 takeaways: why the $875M round exists, Oracle's 50 racks already running, and the memory bet behind the next chip
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Sid Sheth: no rival will match D-Matrix's memory chip for two years
3 takeaways: why riding Nvidia's install base beats building a rival one, the customer types already lined up, and the memory trick behind it
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Mark Gurman: every foldable before the iPhone Duo looks like a beta test
3 takeaways: why the $1,999 price still buys Apple a margin, the $800 Australian premium on top of it, and Apple's first real AI strategy since the Mac
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