Meta's @Muse just drove my robot. I asked, that's it. š¤Æ
Distance was tricky with only a 2D camera so Muse installed PyTorch + Depth Anything V2 in its own VM, estimated the distance, sanity-checked its own number, then drove there.
An AI agent installing its own tools to act in the physical world. Nice work @AIatMeta š
Raj retweeted
$100M for SF parks from @bchesky, the largest single-donor gift in history
He has expressed interest in doing more.
This is awesome, thanks Brian!
sfchronicle.com/sf/article/aā¦
Raj retweeted
š£ MuJoCo 4.0 is out! Exciting important updates on rendering, deformables and speculative contacts. There is never been a better time to real2sim2real š¦¾
Check out some very cool demos at mujoco.org/.
@GoogleDeepMind Robotics
MuJoCo 4.0 is out!
⢠Fast or thin objects no longer pass through each other
ā¢Ā Soft bodies can now deform permanently and rods can twist
ā¢Ā MuJoCo Studio, the successor to simulate, with physically based rendering via Filament
Try it live: mujoco.org
Wow!
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math.
It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training.
We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! š§µ
Blog: rikiyat.github.io/blog/weighā¦
Readers added context they thought people might want to know
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math.
rikiyat.github.io/blog/weight-spā¦
github.com/RikiyaT/lm_undā¦
huggingface.co/Qwen/Qwen3.5-0ā¦
huggingface.co/RikiyaT/Qwen3.ā¦
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Looking forward to trying this over the weekend⦠looks incredible
Introducing Reality-Aware Rendering in @Simulon, a completely new way to create with the real world.
Place neural assets with your phone and act out the scene. When you stop recording, Simulon renders the take, reading everything in it (what you do, what you say and the place around you), and your assets respond to all of it.
The final is regenerated from your recording: a new performance of the scene, not a copy of the footage.
Available now on iPhone. Coming to Android soon.
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As the Duke saidā¦. āCourage is being scared to death, but saddling up anyway."
Founding Architect of the Thiel Fellowship @DStrachman:
"Peter Thiel has this great quote, 'Courage is in shorter supply than genius.'"
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š¤Æ
Excited to share Genie 4 today our most realistic and interactive world model:
- steer dynamic environments in real time, shaping events, camera angles, and actions
- generate native audio matched to the world, from realistic background sounds to characters who can converse in real time!
- simulate photorealistic scenes and real-world physics
- create more coherent multi-step events through reasoning from Gemini
We've started to roll out as a research preview to trusted testers. Coming soon to Google AI Ultra subscribers in Project Genie and early access partners via the Gemini API and AI Studio.
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For anyone building, this is a must read.
I've spent 20+ years launching products and features.
I finally wrote down the early access playbook I wish I'd had when I started.
docs.google.com/document/d/1ā¦
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Raj retweeted
Software ate the world, now it's learning to run it. View article
Raj retweeted
Anthropicās quarterly revenue went from $376M in Q1 2025 to $11.6B in Q2 2026, ~31x in 5 quarters.
In the S-1, the company says it expects that growth rate to decline over time.
Raj retweeted
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
nitter.gq/AnthropicAI/status/211ā¦
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
$6.6m rev per employee⦠incredible!
My quick takeaways on the Anthropic S-1:
1. This is a historical moment
2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense.
3. I always thought OpenAI would drop their S-1 first
4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%.
5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip.
6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure donāt.
7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend.
8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders?
9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here.
10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger.
Letās go!
11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers.
12. Whatever happens, exciting times to be building in AI.
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Crypto summed up š
Replying to @anshublog
For years, I assumed it was me. That I didn't get it. I made several efforts to try understand the appeal, pushes where I'd read books and listen to podcasts, even watch Michael Saylor videos. I could never find anything to get excited about.
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Raj retweeted
Excited about our new Bee devices launching today. They turn your conversations into summaries, to-dos, and reminders, so the details are there when you need them.
Bee Frontier goes on your wrist or clips to your clothing, and Bee Eclipse snaps to the back of your phone to catch what you'd otherwise forget throughout your day, whether it's notes from a class you're taking, the details of a trip you're planning, or an idea that comes to you in the car.
They connect to Alexa+ and Amazon.com, so the things you mention are easy to find later. And you're always in controlā¦one button turns it on or off, a light shows when it's on, audio is never stored, and only you can see your data.
Think folks are gonna find this really handy. aboutamazon.com/news/devicesā¦
Replying to @vkhosla
This is only partly true. What will likely happen is that agents will favor the āpartnershipā deals that their overlords have signed and will recommend those products first. It will be nice if a āsponsoredā label comes as with Google results but that remains to be seen.
Apple releases HomeView. I was expecting something a bit more than a glorified screen⦠but if it can control home devices then more useful.
Raj retweeted
āIām looking for someone to tell people about my vision for the companyā
Look within!
Raj retweeted
Personal Agent Protocol got a lot of attention earlier this week. Here is Alex McGillis from Rocket doing a live demo of it in action - Muse directly communicating with the Rocket agent, discovered, authenticated, and governed by PAP
Watch the Personal Agent Protocol in action. @Redfin and @RocketOTD agents working with Muse to find homes in Michigan and get a user pre-approved for a mortgage. Thank you to Alex McGillis for a great demo.
What?! ⦠āBen Affleck reveals he writes Python, understands convolutional neural networksā¦.ā
Ben Affleck reveals he writes Python, understands convolutional neural networks, worked extensively with GPUs, and used his celebrity status to get private looks at Google and OpenAIās video models
āIāve always been kind of into computers since I was young. Then, when film started to move from analog film to digital, I became more interested in that aspect of it. The visual-effects workflow for many years has included machine learning, so I can write pretty shitty Python scripts and stuff like that.
āWith convolutional neural networks, which were the precursors to what the transformer can do, which is much more computation simultaneously, you would do things like look at whatās called a tensor. Thatās the numerical translation of a visual image in numbers, like the batch number, the frame number and the red, green and blue values of each pixel in each frame. Itās just that simple. That numeric is called a tensor.
āYouād use a convolutional neural network to identify patterns that reveal whatās called edge detection or feature extraction, which is identifying patterns well enough to know, this is where the window ledge is, so we can more easily take the green-screen image out and replace it with something.
āThat was familiar to me early on because, prior to Artists Equity, I had a small visual-effects company. Iāve worked with GPUs a lot too. The visual-effects guys said, āHey, you should see. There are a couple: Google and this other company, OpenAI, are doing really interesting stuff with transformers in video.ā
āIāve learned that I can actually just call up and go, āHey, itās Ben Affleck. Can I come see what youāre doing?ā Sometimes people say yes, to my astonishment.ā
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