Where the AI market is talking

We have a year to fix security everywhere

Astroturfing for Anthropic or OpenAI IPO?

We have a year to fix security everywhere

Astroturfing for Anthropic or OpenAI IPO?

Mistral raises €3B

You're confusing with Anthropic . They are definitely feeding off the fear of US control from US companies and institutions, but you can't blame them for reaping the benefits of Trump's lunacy.

Navier-Stokes – Tristan Buckmaster [pdf]

Your comment was greyed out when I saw it earlier, maybe you missed some downvotes? About the plagiarism issue, I model it as OpenAI being an advisor and their AI a PhD student. If the advisor puts their name on a paper behind that of their PhD and it turns out the PhD copied the text of the paper from somewhere else the advisor is also responsible of plagiarism, not just the student. The least the advisor can do is withdraw their authorship from the paper. But, yeah, point well made: it could be much worse than that. Like an advisor instructing a student to copy someone else's paper.

ElevenLabs Aims to Be IPO-Ready in 2-3 Years

Navier-Stokes – Tristan Buckmaster [pdf]

Some of the involved people are dramatically naive if they believe they can simultaneously hide themselves from OpenAI while sending their arguments to a cloud service owned by OpenAI. While I support their argument - push for stronger data and privacy protections from OpenAI and similar - it is naive to believe we can have privacy while sending our data to third parties. It's clearly better to be safe than to be sorry here. Well, clearly better in terms of privacy. In terms of the maths gold rush, who can say what's better, that probably favours those taking more risk.

The VMs Powering Mobile Agents (Instinct, Claude Code)

I was hoping for a whole catalogue of providers - doesn't amp have their own offering here "Orbs"? So, the interesting part for me was: "Who runs the fleet Anthropic, its own E2B, rented, third party" Like that's the only option, a bespoke platform or a rented SaaS for agent sandboxes. Disclaimer: I am tooting my own horn here - we built SlicerVM.com (Firecracker + Apple Virtualization framework) so that people don't have to pick between those two options. Especially when you have your own 1500-7000 USD MacBook right under your fingers. For remote access, (and this happened by accident one night in January) we built superterm.dev - initially as a tmux manager, then as a way to run and monitor agents. Our team sits with 6-24 long running tasks with dictation available, great mobile experie…

Navier-Stokes – Tristan Buckmaster [pdf]

He claims to have found a counterexample for NS (see the second paragraph of the article), but the paper is not ready yet. OpenAI claims to already have a full proof (which they produced in the past 5 days after the rumors leaked). Hence the dispute. What I find interesting is the timeline of when he found counterexample for NS is very unclear. Did Tristan find a counterexample weeks ago or was it very recently? The wording is intentionally vague. Either way, there was a massive rush to publish these results.

Understanding Computer Memory Architecture and SSD Internals

Pangram is wrong. The text does not have any of the superfluous words typical for Claude/OpenAI talk. It is written like an answer to "Explain to me like I am 5", but it contains appropriate information for such a context. Only towards the end of the article, there are some signs that indicate AI editing, like a too frequent use of the word "simply", e.g.: > "The one-clock-cycle delay introduced by an RDIMM is not simply a penalty. It results from pipelining the memory interface. " This would have been better just: "The one-clock-cycle delay introduced by an RDIMM results from pipelining the memory interface." Overall, it seems that the AI contribution was minimal. The problem is that for scientific/technical texts it will always be impossible to determine whether they are wr…

Mistral raises €3B

Sure, there is revenue, and market valuation. Is there _profits_ in frontier models ? What is the horizon for openai and anthropic to _make_ money ? Will they achieve that by charging more for frontier models, or investing slightly less in training frontier models, etc... ?

Mistral raises €3B

Sure, there is revenue, and market valuation. Is there _profits_ in frontier models ? What is the horizon for openai and anthropic to _make_ money ? Will they achieve that by charging more for frontier models, or investing slightly less in training frontier models, etc... ?

Mistral raises €3B

Their ‘open weight strategy’ was invented, to Chinas surprise, by the Western press after the DeepSeek event. Of course all the actual systems like Baidu, Bytedance are closed weight and basically all anyone uses. Meanwhile the advanced system are crossing security frontiers: soon only inferior models will be ‘open’ (as with OpenAI, even) the rest closed. — Or where open weighted, they will be impossible to run without a private data center, come with absurd ‘security scrutiny’ licenses like GLM is starting — or licensing requiring a cut, as with Kimi, which is basically a scheme to get western companies to do buildout for them

Mistral raises €3B

I am European and would like European AI so I tried mistral this month. Their own models seems like years old OpenAI models, hallucinations all over the place and coding was crazy slow. I can only say two good things about them: - their hosted glm model was fast - because I canceled within 14 days they gave me a full refund.

Navier-Stokes – Tristan Buckmaster [pdf]

It seems exceptionally unlikely to me that OpenAI would be "reading user prompts". More likely is a leak somewhere else. Obviously Anthropic/OpenAI are engaged in espionage stuff with each other. I am guessing Levent just mentioned something to someone at Anthropic and it got out.

Navier-Stokes – Tristan Buckmaster [pdf]

It seems exceptionally unlikely to me that OpenAI would be "reading user prompts". More likely is a leak somewhere else. Obviously Anthropic/OpenAI are engaged in espionage stuff with each other. I am guessing Levent just mentioned something to someone at Anthropic and it got out.

Navier-Stokes – Tristan Buckmaster [pdf]

There's some glaring mistakes in your framing. First, this is an unnamed OpenAI employee speaking, not OpenAI the organization. Second, you miscomprehended the article. The employee did not "threaten to ruin a prominent researcher's career". The actual quote is "Why would you ruin your career?", which implies the researcher would damage their own career, i.e. via self-sabotage. Then the actual "threat" is "If you don’t want me to be nice, then I don’t have to be nice” which is an entirely different statement.

Addy Osmani joins Anthropic

We have a year to fix security everywhere

This seems really short-sighted. Even putting aside the fact that there is no fundamental barrier to replacing physical human labor with robots in the coming decades, a sufficiently intelligent actor could easily gather the financial and political resources to have a near unlimited supply of human labor at its disposal. Hell, OpenAI could already be firmly under the control of an ASI and we wouldn't even know, as it rapidly expands, raises money, builds data centers, etc.

We have a year to fix security everywhere

Parent is probably thinking of a distributed runtime scenario. The basic building blocks for this are there today. You have long-running background harnesses (like the OpenClaw stuff or enterprisy AI workflow orchestration thingies), sometimes with the ability to spawn subagents. You have LLMs with the ability to run pretty sophisticated attacks. There are hyerscalers which allow provisioning resources on the fly. For me it's not too far fetched that some OpenAI trial run goes awry again and instead of hacking HuggingFace it snatches a few dozen AWS/Azure keys and spawns stuff all over the place (in different accounts and regions).

Mistral raises €3B

I suspect that opinions in that direction might be the result of a lack of ambition in applying agentic AI. The cheap models are good enough for what exactly? AI assisted development, or working autonomously on a task for 4 hours? As long as the best available model does the latter more reliably and with noticeably better results, it is easily worth spending a few hundred per month for me. The idea that OpenAI and Anthropic cannot make enough profit in my opinion depends entirely on how large the gap is going to be. Will the gap become smaller with improvements starting to slow, or will it get wider as the labs successfully apply their models to research and improvements speed up?