Where the AI market is talking

Mistral raises €3B

It's not really: it means those out in front. OpenAI, Anthropic, China

Navier-Stokes – Tristan Buckmaster [pdf]

Funny that the rumour about the big Anthropic announcement had nothing to do with Navier-Stokes. It was about the formalisation of Fermat.

Mistral raises €3B

Why hasn't Baidu taken over the world's search market? What moat does Google have that's so special in search? You need to spend hundreds of billions of dollars to scale globally in search. And you have to take the market away from Google at the same time. Good luck. OpenAI and Anthropic are doing that right now in LLMs, hyper scaling to a billion people. Having a billion users you can actually serve is a moat. When OpenAI is done attaching a full ad model to GPT, they'll be able to serve a billion users profitably globally with zero subscriptions. This is what keeps Google up at night: ~$500 billion in ad revenue up for grabs circa 2030. Any service with hundreds of millions of users is a lucrative ad business. TikTok, YouTube, Instagram, Facebook, Google, Amazon. OpenAI's moat, if they …

Mistral raises €3B

If their margins were anywhere near this good, they wouldn't need to raise so much money so often. Why not? They are reinvesting into growth. There isn't a clear winner yet and Anthropic wants to make sure it is one of them. Taking a profit now while letting OpenAI take your marketshare and train better models is not very smart.

Navier-Stokes – Tristan Buckmaster [pdf]

As modeless said, Sholto Douglas works for Anthropic! So to be fair, if Anthropic is * also* doing this (quite likely!) then Sholto would have a very strong incentive to try and spin it as highly unlikely that any of the big AI labs are possibly doing this.

Mistral raises €3B

I'm sure you can tell the difference. But for the vast majority of usage GLM 5.3 or Deepseek V4 is enough. Even people who do need frontier model will soon restrict it to the use cases that really need it and switch to cheaper models for the rest. It has already started. Anthropic and OpenAI will never get enough customers paying top dollar to deliver on the revenue they need to offset their investments.

Navier-Stokes – Tristan Buckmaster [pdf]

In an earlier HN thread, there was speculation that Anthropic was being dishonest about the amount of human input required in some of their results; that was dismissed as conspiracy and flagged. It seems clear now that mathematical results can be traded on some kind of obscure market made by the frontier AI labs. I suppose it could go the other way too: “Dear Bubeck, how much will you pay me to not write that I did this with GLM-5.3?”

Mistral raises €3B

True - fair enough. Perhaps a little uncharitable. I would still currently say that the Mistral AI is more like a worse cellphone in every sense that has the right supplier agreements, but perhaps there are subtleties I'm missing.

Ask HN: Who wants to be hired? (September 2026)

Location: Kerala, India, Open to working at any TZ Remote: Yes Willing to relocate: Yes Technologies: Rust, TypeScript, JavaScript, Python, Go, C, Java, Swift, Solidity, React, Next.js, Node.js, FastAPI, Django, Actix Web, Axum, PostgreSQL, SQLite, MongoDB, Redis, Docker, Kubernetes, Terraform, AWS, GCP, Cloudflare Workers, WebAssembly, gRPC, LangChain, OpenAI, Anthropic, Tailwind CSS, Vite, GitHub Actions, Playwright, Pytest Résumé/CV: https://www.vrn21.com/resume Email: hello@vrn21.com I'm KV a recent grad, previously worked at tryarcanist.com, verita-ai.com, hud.ai (YC W22), mecha.so and fileago.com. At my tryarcnist.com , I've been a sort of a founding product engineer, merged 350PRs in like 2 months. Built Verification components of a background coding agent. Even…

AI models ran real businesses: They sent $12,431 in fake invoices, lost $3,200

There are lots of "not clearly legal" things that turn into big business. - YouTube had dubious legality when it started and definitely benefited from lax copyright enforcement initially - PayPal didn't have all the licenses it needed to transfer money between states - Spotify used pirated music when it started - Uber and Lyft broke rules around taxis - Square captured magstripe data over an analog port, in violation of every credit card rule (Jack Dorsey's "break the rules" mantra). He tells each of his employees this story when he onboards them. - Companies scraping data to train models - ElevenLabs growing big off of deepfake celebrity audio ... A lot of new markets start out by totally and completely breaking the norms.

MAI-Transcribe-2 undercuts OpenAI, Google and ElevenLabs on price and speed

Ask HN: Who wants to be hired? (September 2026)

Location: Serbia Remote: Yes Willing to relocate: Yes Technologies: Python, TypeScript, Go, OpenAI & Anthropic APIs, open-source LLMs, LangChain, RAG, vector databases, SQL, [PostgreSQL], [React, Node.js, Next.js, Java], [Docker], Git/GitHub, Linux: Résumé/CV: https://drive.google.com/drive/folders/1FQmKdnC80RcvveVVmkTS... Email: aleksandarcvetkovic756@gmail.com AI engineer, 4 years total: three years of full-stack web development, and since late 2025 working full-time on LLM agent systems. Most of my work is on the parts of an agent nobody sees. A large share of it is deciding what tools an agent should have in the first place — researching the gaps, prototyping, and building the ones that turn out to matter — since an agent is mostly only as capable as…

An Alien Mind

> You can always manipulate a human. Yes, but to make "apocalyptic" scenarios happen your AI would need to manipulate at least millions of people. So far it's not yet clear they can successfully manipulate even one, or even that "manipulate" is a coherent concept, since LLMs pretty clearly have no agency or intrinsic goals. So like... I guess if we start seeing AI systems autonomously throwing elections and starting wars I'd be more concerned? It doesn't look likely anytime soon.

Ask HN: How do you manage skills files?

I use a handful of skills I keep in a repo (to track updates) with an install script. Mainly is to replicate them across my various dev computers, and to share them with the team. https://asmat.ca/blog/mad-skills/

Ask HN: How do you manage skills files?

Mostly use homegrown skills. For shared skillset at work, it's a standalone repo with a script for everyone to install the full set. For a personal collection I also use a script to sync a few upstream ones to keep everything in one place. For evals I use the method outlined in the `skill-creator` skill from Anthropic. In the skills, I try to use scripts, along with templates and json worksheets, as much as possible to scaffold and validate the work to make things more consistent and reliable.

Ask HN: Who is hiring? (September 2026)

Founding Engineer with 15 years in IT. I build and ship business projects from scratch, backend, frontend, infrastructure, and I'm strong in AI (LLM integration, RAG, fine-tuning). Happy to take full ownership of the technical side of a startup and move fast without a team behind me. Open to joining as a founding or technical co-founder, or first engineer. Technologies: Python, FastAPI, TypeScript/Next.js, React, LLM/RAG (LangChain, LoRA/QLoRA fine-tuning on LLaMA/Mistral/Gemma), data engineering (DWH, ETL/ELT, Airflow, Spark), PostgreSQL/ClickHouse, AWS, Docker Email: berd@digitalberd.com

Programming is Art

They don’t hand write it because it would be an embarrassment. At the same time, Claude Code doesn’t really need to be any better than it is while Anthropic has great models no one else has.

The function of LLM-based math "proofs"

> Anthropic and OpenAI don’t care about Math and the progress in that field: They just picked a domain with a lot of cultural capital that is so complex and abstract that people don’t really understand what’s going on. I don't think this is true at all. A lot of people who work at places like OpenAI and Anthropic or any research lab really, aren't just CS people, there are a plenty of mathematicians and physicists, etc. and so the problems are interesting to them.

Programming is Art

So why doesn't Anthropic write a good Claude Code in Rust already? Why don't we get a Codex with the polish level of Sublime text editor? These companies have many billion dollar investments and yet their main product is a bloated meh.

An Alien Mind

PS The paper: "Verbalizable Representations Form a Global Workspace in Language Models" https://transformer-circuits.pub/2026/workspace/index.html Promotion here: " https://www.anthropic.com/research/global-workspace " https://www.anthropic.com/research/global-workspace "these findings have changed our understanding of how Claude’s mind works" The key phrase here is " our understanding". Pure self-delusion.