Where the AI market is talking

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?

Navier-Stokes – Tristan Buckmaster [pdf]

>> Does openAI train on user conversations in general? I assume so. But so fast as that? That seems unlikely in general. I expect OpenAI will come out denying this. How "fast" does it have to be? Buckmaster and Alpoge have been working on this for just a day short of a year. See Alpoge's tweet announcing his collaboration with Bukmaster dated 9/19/25: https://x.com/__alpoge__/status/2097206973418611054 It takes a few months to train a model these days but not a whole year. OpenAI had all the time to train on Buckmaster and Alpoge's results of just a few months earlier at which point they must have been well on the path to their result.

Navier-Stokes – Tristan Buckmaster [pdf]

Duh. There are supposed to be limits to what OpenAI is allowed to access with respect to logs and user interactions but there is no technical limitation. It's a bit like sending unencrypted messages through a messaging app and the developer having a TOS that says they don't look at your messages. They might not, but they are fully capable of doing so. If they have a reason to do it, they will. Nobody's stopping them.

Navier-Stokes – Tristan Buckmaster [pdf]

The rumors that Anthropic had solved a millennium problem were absolutely everywhere last week. I'm not surprised at all that OAI took their own stab at it.

OpenAI hires Chuck Schumer's daughter as lead lobbyist during regulatory talks

Navier-Stokes – Tristan Buckmaster [pdf]

> An AI model could independently choose the same path route as Luis and Diego, without access to Buckmaster and Alpöge’s work. the post you were replying to quotes Buckmaster specifically denying this: "It is not the direction one arrives at in a few days by giving a model the problem statement." > And the article states "an insane amount of compute had been used," which implies OpenAI brute-forced their way to a solution. I.e. they searched for every paper published on Navier-Stokes and exhaustively attempted every approach. Such an approach would lead them to a solution. "implies" is a surprising choice of word here. that's certainly one interpretation of "an insane amount of compute had been used". what came to my mind, considering Buckmaster's statement that the AI would not he…

Navier-Stokes – Tristan Buckmaster [pdf]

I find the framing a little strange, a sort of David vs Goliath (with his enormous computational resources at his disposal). Since Levent is at Anthropic whose internal models are presumably as capable as anything OpenAI has. So why wasn't Anthropic behind their effort? Why did Tristan use OpenAI's models when it should have been known was a potential outcome? I understand they wanted a normal math collaboration but presumably what Levent brought was his resources (as far as I can see Navier-Stokes is not his speciality). Normally these things are hashed out formally beforehand to avoid the sort of thing now happening.

Navier-Stokes – Tristan Buckmaster [pdf]

I find the framing a little strange, a sort of David vs Goliath (with his enormous computational resources at his disposal). Since Levent is at Anthropic whose internal models are presumably as capable as anything OpenAI has. So why wasn't Anthropic behind their effort? Why did Tristan use OpenAI's models when it should have been known was a potential outcome? I understand they wanted a normal math collaboration but presumably what Levent brought was his resources (as far as I can see Navier-Stokes is not his speciality). Normally these things are hashed out formally beforehand to avoid the sort of thing now happening.

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

Location: Mangalore, India (Open to all time zones) Remote: Yes (Worldwide / US, EU & APAC overlap) Willing to relocate: Yes (Bengaluru, Pune, Hyderabad, or international) Technologies: TypeScript, JavaScript, Python, Node.js, Express, React, Next.js, React Native, Expo, SQL (PostgreSQL, MySQL), MongoDB, REST APIs, Git, Docker, PyTorch, Hugging Face (Transformers), LLM/Agent Orchestration Résumé/CV: https://drive.google.com/file/d/1n91ZrcZhMwNqENfiqBj1Z1Le-9g... Portfolio: https://akash-portfolio-psi-five.vercel.app/ GitHub: https://github.com/BlxrryFxce17 LinkedIn: https://www.linkedin.com/in/akashv10 Email: akashvmsn@gmail.com Full-stack and applied AI engineer (recent MCA graduate) focused on buil…

Navier-Stokes – Tristan Buckmaster [pdf]

"It is extremely sad that this didn't end up as an example of how the labs could cooperate/coordinate, because the stakes will be so much higher in the future." -- Sholto Douglas, an Anthropic researcher [1] "Strong agree. I know that there is rivalry between the labs but it's important that we learn to work together given what's coming. <quote tweet [1] above>" -- Noam Brown, an OpenAI researcher [2] We all should heed the implied warnings of these top researchers about what's coming. The world is far from ready and everyone who can should pitch in. [1] https://x.com/_sholtodouglas/status/2097224624274911368 [2] https://x.com/polynoamial/status/2097225279366414541

Ask HN: How to spend $100? (Claude vs. ChatGPT)

What languages do you work with? The two models perform differently on different tech stacks. Generally as of today, GPT-6 is downright the best overall model at raw code generation / cross discipline understanding / bugfixing. The issues you might run into are straight refusals due to the security limitations, which can be quite annoying. Anthropics models are better at creative plans and generally filling in the gaps (this is your "not as smart in figuring things out"). OpenAI's models feel slightly more "crude" too for lack of a better word. You really have to be specific with your prompts and they're far less communicative also (which is a plus because they don't pepper your code with billions of pointless comments) Money wise ChatGPT wins outright because they give you usag…

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…