founder @beat_markets @heurist_ai
New York
Joined May 2013
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Looks like a coordinated media campaign to take Jensen down. This is not journalism. It's slogan
Like many powerful leaders, Nvidia’s co-founder came to believe that he was too important for the normal rules to apply to him. But no boss is irreplaceable bit.ly/3X2lUZA
Photo: Getty Images
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I've rarely seen such a badly written journalism story like this. Basically "he should resign because this is a scandal and FBI is investigating" with little substance
Read the full article:
economist.com/leaders/2026/1…
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Please make a benchmark on historical linguistics. Decoding anchient languages with AI will lead us to all sorts of findings
JUST IN: OpenAI engineer reveals he's had Codex running for 26 days straight searching for the lost city of Atlantis, as “vibe archaeology” emerges as a new use for AI agents.
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It was indeed too difficult. Claude initially built a playtesting bot and won after 6 minutes, underestimating human abilities.
I lowered the castle fire density by 40%. New version released: bannerfall.itch.io/siege-win…
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computational linguistics being taken over by LLM, literally 💀
Dear authors and reviewers of the CL Journal: we learned that malicious code had been inserted into the Computational Linguistics journal’s online submission system, submissions.cljournal.org, following a system-wide security incident affecting our service provider, Dreamhost.
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JW (jay,dub) retweeted
Damn those ballistas have some pretty advanced targeting computers and radar systems
Can a helicopter win a medieval war?
I built this game with Fable 5.2, playable in the browser.
3 weapons: cannon, rocket, missile. You fly a chopper to survive Roman ballista and take down the castle and knights.
Play here: bannerfall.itch.io/siege-win…
The stack:
@threejs AAA graphics
@ElevenLabs music and sound effects
@Blender 3D modelling
Every line of code written by Claude. All the enemy army movement driven by in-game AI.
JW (jay,dub) retweeted
personal agents really struggle with the fact that humans are comfortable with a certain amount of logistical chaos. i have one calendar event ending at 3pm and another starting at 3pm today and my agents have spent the entire week worrying about how i'm going to survive
Is weight-space programming RSI?
Maybe it's just frontier models getting better at recalling well-established methods in past papers.
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What an announcement of announcement. Looking forward to it
Across our projects @GoogleDeepMind, we are witnessing a genuine phase transition in the pace of scientific discovery. You will see a glimpse of this in our releases in the next few weeks.
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Datacenters can be positive sum
1/ Texas is now arguing over whether it wants AI data centers at all.
So I looked at a county that already has a giant one: Dickens County, pop. ~1,700, home to $GLXY Helios campus.
What does the local public record say? A sourced thread.
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JW (jay,dub) retweeted
I don't know how much lower we go in AI
There are a lot of reasons to be skeptical of overbuild and cyclicality
But let's keep in mind...
- agentic adoption really started in Q3 and is an order of magnitude more token demand than an individual person (always on, stackable)
- frontier cyber AI only recently became public an is now a permanent tax on enterprises and nations (and is escalatory in nature no ceiling)
- the rest of the world, including China, is behind the US in their buildout and in penetration
- speaking of penetration, Anthropic's S-1 rounded to 0.1% of enterprise spend on AI - that's a low amount for intelligence as a service!
- robotics & autonomy are still sub-scale but real
Buybacks in q4 going to lead a strong bounce take my word
Lam Research $LRCX announced a $25 billion stock buyback hours after falling 16% on its worst day in a year.
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Anthropic has a new agent scaffold besides Claude Code, reported by @METR_Evals
"People can spam 10 ideas at the scaffold for autonomous experiments" - said a researcher
My guess is that the internal agent scaffold is the main driver for RSI
