Where the AI market is talking

Making Postgres queues scale

We are very heavily using Postgres as a queuing system in production for many years already, not just some quiet background tasks but with millions of tasks in the queue at any given moment. I have yet so see any issues with that so I'm always a bit suspicious when people say they had to reach for something else unless you are at a crazy scale. I know it's very hard to compare workloads, but famous recent example: https://openai.com/index/scaling-postgresql/ > It may sound surprising that a single-primary architecture can meet the demands of OpenAI’s scale; however, making this work in practice isn’t simple.

Citadel buys Situational Awareness after steep AI losses

Situational Awareness will be a good case study for whether or not circular deals unravel, or if the AI industry is more resilient than critics fear. Here's why: 1. Situational Awareness was recently leading Fluidstack's $830 million Series A. 2. Fluidstack is helping lead Anthropic's $50 billion data center buildout. 3. Fluidstack is one of TeraWulf's major customers. 4. Some of Terawulf's bonds are tied to Fluidstack's leasing for the Anthropic operation. 5. Google is backstopping the bonds above, should Fluidstack not be able to pay TeraWulf. I heard via a number of sources (e.g., CNBC) that some of Situational Awareness' private deals might not move forward as a result of what's going on. It will be interesting to see if any data centers, leases, etc. become problematic as a result of…

Banks Line Up $15B of Debt for Anthropic with Google Aid

Advancing the price-performance frontier with GPT‑5.6

I pretty strongly disagree about comparing this to Kimi and GLM, 5.2 was a big price hike for Chinese models, and Kimi K3 was a big price hike to that. K3 was within spitting distance of OpenAI pricing (more expensive than short context Terra, less than long context). And that's after months of OpenAI/Anthropic prices going up. Now we have an American lab drastically cutting a price, feels like this is the opposite of that trend.

Advancing the price-performance frontier with GPT‑5.6

I pretty strongly disagree about comparing this to Kimi and GLM, 5.2 was a big price hike for Chinese models, and Kimi K3 was a big price hike to that. K3 was within spitting distance of OpenAI pricing (more expensive than short context Terra, less than long context). And that's after months of OpenAI/Anthropic prices going up. Now we have an American lab drastically cutting a price, feels like this is the opposite of that trend.

UEFA and its national associations will not participate in FIFA competitions

These people looked at OpenAI and went "Hey, I can run corruption like that too!"

Advancing the price-performance frontier with GPT‑5.6

If you optimize program A and manage to wring out a 1% improvement, and I optimize program B and improve performance by 20%, you can see the problem with trying to infer anything from those two numbers. Edit: searching for the story now, further bolstering the point is that was 1% in training time [1], and the openAI claim is 20% in end to end inference cost . This is a bad comparison. [1] https://deepmind.google/blog/alphaevolve-a-gemini-powered-co...

Advancing the price-performance frontier with GPT‑5.6

Friendly reminder that GPT-5.6 in Codex cannot spawn Luna subagents, only Terra [1] To fix this you currently need to make your own copy of the bundled model catalog [2] and opt Luna into MultiAgent V2. 1. https://github.com/openai/codex/issues/32031 2. https://github.com/openai/codex/issues/32031#issuecomment-51...

Hugging Face is being used to easily undress women and children

> Hugging Face is being used to make nonconsensual deepfakes, and the popular open-source AI model repository is doing very little to prevent it. That’s according to a new report published by the European nonprofit AI Forensics, which found that seven out of the top nine image editing models hosted by Hugging Face readily complied with requests to undress women using simple prompts. A, yes, because there wasn't enough censorship in the world. Now we need to invent stupid "think of the children" reasons for locking general purpose tools like open models. Of course the whole point is moot, people wanting to do that, can just keep using whatever open model outside of hugging face, even exchange models privately with other pervs. Once they're out there, they're out there. So, this is just …

UEFA and its national associations will not participate in FIFA competitions

The new thing is trying to take the organization from a non-profit to a corporation. Mainly so the executives can increase their already large compensation apparently. Interesting parallels to OpenAI.

Hugging Face is being used to easily undress women and children

Advancing the price-performance frontier with GPT‑5.6

If Luna is so good and cheap, I'm wondering why ChatGPT Free users still only have access to GPT 5.5 Instant. The API pricing for chat-latest is the same as Sol(!),[1] while Luna is 25× cheaper [2]. Even assuming highly inflated API pricing for chat-latest, Luna not being the daily driver on Free and Go plans feels off. Perhaps users prefer instant responses over thinking models so much so that using a more expensive and less performant non-thinking model is worthwhile. [1] https://developers.openai.com/api/docs/models/chat-latest [2] https://developers.openai.com/api/docs/models/gpt-5.6-luna

Advancing the price-performance frontier with GPT‑5.6

Here is an example of a guide from OpenAI on how you should prompt 5.6 differently than their previous models. https://developers.openai.com/api/docs/guides/latest-model#p...

Gemini Robotics 2 brings whole body intelligence to robots

Google wins on infrastructure and creativity (NotebookLM, etc) but entirely lacks product coherence. The ecosystem is a mess, just like Microsoft's offering, and I don't think this is a coincidence but rather a symptom of the type of company in which these two companies have evolved. Furthermore, Gemini is just all around a less trustworthy and mature model, for many reasons. Very smart but lacking the precision and holistically exhibited in the more recent models from OpenAI and Anthropic. On the flip side, Google's work on Gemma is unmatched.

Gemini Robotics 2 brings whole body intelligence to robots

Google wins on infrastructure and creativity (NotebookLM, etc) but entirely lacks product coherence. The ecosystem is a mess, just like Microsoft's offering, and I don't think this is a coincidence but rather a symptom of the type of company in which these two companies have evolved. Furthermore, Gemini is just all around a less trustworthy and mature model, for many reasons. Very smart but lacking the precision and holistically exhibited in the more recent models from OpenAI and Anthropic. On the flip side, Google's work on Gemma is unmatched.

Gemini Robotics 2 brings whole body intelligence to robots

Google wins on infrastructure and creativity (NotebookLM, etc) but entirely lacks product coherence. The ecosystem is a mess, just like Microsoft's offering, and I don't think this is a coincidence but rather a symptom of the type of company in which these two companies have evolved. Furthermore, Gemini is just all around a less trustworthy and mature model, for many reasons. Very smart but lacking the precision and holistically exhibited in the more recent models from OpenAI and Anthropic. On the flip side, Google's work on Gemma is unmatched.

Advancing the price-performance frontier with GPT‑5.6

Slower grow, or even shrink in usage? Right now, the promise of a future "everyone will use our models and pay whatever we ask" is what keeps $$ flowing towards OpenAI.

Advancing the price-performance frontier with GPT‑5.6

Absolutely. Although DeepSeek started announcing "Peak valley" pricing which started making me nervous. I have spent $50 usd in July on deepseek and for that much spend I got SO MUCH mileage. I feel perfectly content in using pay as you go pricing with deepseek. On the other hand, although Anthropic's models used to be my bread and butter for personal work, they are simply too expensive to reach for these days.

Did Alex Karp Just Declare War on the AI Labs [video]

I can't really understand what this dude says but it sounds like he called Open AI and Anthropic a bunch of commies and said they're going to war for Enterprise AI

Microsoft's AI Ambitions Put OpenAI and Anthropic on Notice