Hype

BREAKING: Anthropic reportedly pushes ahead with a $1.5 Trillion IPO despite the recent AI sell-off, per FT. The company is aiming to raise $80B-$100B ahead of a potential November listing.

look babe qwen 4 dropped and u can run opus 5 level intelligence from ur compooder and all you gotta do is drop $12k on the hardware but isn’t opus 5.5 out rn for $20/m why would i spend $15k on a dumber ai babe but u gotta own ur weights and its fully private but wtf are you doing that u need it to be private babe alex finn told me to buy this $25k m5 ultra studio i had to babe ok whatever can we get $12 chinese food no i’m outta mahoney

GPT-6 Cyber just dropped This probably isn’t what you expected us to use it for

Uber is done. Doordash, done. Now AirBnB says very non material traffic from Muse/Instinct. BTW, these are the things that every influencer was talking about Muse/Instinct being useful for. Turns out, people dont need it at all.

Closed AI labs just hit a massive wall. Robotics has to run on-device. You cannot wait for a server when a robot is moving in the real world. But closed labs refuse to open their model weights. Because the moment they give away the weights, their business model dies. Yet robotics is where the real productivity and real money actually live. To force robots to run on the cloud, you would need a global network way faster and more reliable than even Starlink is today. They are trapped between protecting their code and owning the physical world.

Prediction: College kids are screwed. I’m changing my mind on AI. It will drive a wedge between the competent and the average that is so wide the average and below average won’t be able to add value in white collar work. Why hire a $100k a year college grad who knows nothing in NYC or San Fran when I can hire an AI native engineer in Colombia for half that? Why hire an analyst when an AI native finance manager in South Africa is half the price and can do 3x the work? Why hire an average sales person in the states for $100k when you can get a South African with Grok bot to be 10x as productive? Global talent + AI is now much much closer to the best talent in America and much better than average talent in America. What are all of these people going to do for work? What do I train my kids to do to make sure they can earn a living?

I think everyone is realizing all the models you can run locally are dogshit

Local AI is my life. I want as many people possible to experience it, but it sure feels like consumers are being priced out from being able to run LLM at home. At least nothing above 9B or limited 27B model Try putting together new PC part list for 64GB+ RAM and 24GB+ GPU, pretty sickening. Used isn’t much better either, which comes with its own challenges. There’s simply no economically sensible path available for running 27-100B+ class models, even with all the advancements made by unbelievably smart folks in the community Whether it’s intensional or simple supply demand causing this, if I was big AI I’d do everything in my power to make sure general population doesn’t get to experience the magic of running their own private, uncensored, large context 100B+ model without going bankrupt. If so, doing excellent job at it.