building! fellow @thielfellowship, prev startups, cs@stanford

San Francisco, CA
Joined March 2021
This should be the first diffusion model you try internally! Finally a diffusion model that will be near the Pareto frontier on price/performance, at fantastic speed. Lots of low latency applications for this one. I personally had doubts about scaling diffusion so very happy to be wrong about this. Would love to hear from people using this where they’ve found deficiencies.
1/4 Today, we’re releasing Mercury 3. Mercury 3 is by far our most powerful model and the most intelligent diffusion LLM ever released. It outperforms GPT-6 Luna and Haiku 5.5 on quality while running at 1000+ tok/sec.
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I tried this new vision model yesterday on a few hundred prompts. This is not cheap at all, do not be fooled by the input and output price. It spends 20-45x the amount of tokens as models like Gemini Flash 3.8. It is also extremely slow. Like p50 was like 40s. Fastest request was 21s, with a trivial question. This is on the minimum low reasoning. It does really well and is a good model if you care only about accuracy! But it is not good/fast/cheap. It is good/slow/expensive.
Spent years watching models ace a single image and completely whiff on anything that moves or changes angle. Today we’re fixing that. Try Glimpse now, our first visual thinking model with competitive frontier performance compared to Astra on key public visual reasoning benchmarks.
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I feel attacked
We hired a new VP named Michael Lee. Unfortunately we already have a Michael Lee. He works in the warehouse. He's been here 11 years. New VP gets: [email protected] He immediately messages IT. “Can you move the other Michael to michael.lee2 and give me michael.lee?” No. He asks HR. HR asks me if we can “prioritize seniority.” I explain that the warehouse Michael has eleven years of email history tied to that address and changing it because someone with a nicer title arrived would be insane. VP reluctantly keeps the 2. Warehouse Michael finds out. Changes his Teams display name to: Michael Lee (Original) By Friday the VP is being referred to as Sequel Mike. He has asked IT to intervene. Unfortunately nickname management is outside our support scope.
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I just opened LinkedIn for the first time in ~20 days. The feed is a Bacchanalian slop apparatus. It is painful to scroll through. There is neither pleasure nor valuable information, and it feels alien and weird. I go to LI now only for a quick targeted person search.
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I got access to Jev earlier today (thank you @hackgoofer). I have run ~5,000 requests so far, (which cost me around $2!), across classification, model routing, intent, steering, and many other things. tl;dr, Jev enables a new intelligent decision-making primitive, separate from deterministic code and LLM calls. This allows a class of decision-making that was neither suited to dumb, unintelligent code, nor to slow, expensive LLMs. It is super fast and cheap, and I think I will likely end up making a few Jev calls to every LLM call I make in my product. I think probably any company using LLM requests today can probably add a Jev call pre and/or post LLM calls to quite literally make their product much better for free, and have better tool calling behavior in many cases. I happened to have a personal benchmark for this as I’d been working on a ton of proactivity and classification tasks. I have been using the deepseek flash and more recently gpt 5.6 luna family of models as reasonably smart classifiers with low latency. Think questions like: - Did this conversation output contradict something they’ve mentioned before? - Should we send a followup message to this user based on our rules? - It’s been a few seconds of silence. Should we proactively send a message? In the past, I’ve been forced to write a bunch of what I call decision chains, mostly because an LLM classification call is very expensive in TIME (avg 4s), and less importantly can cost quite a bit if run on every message. Imagine a normal chat app. If you added 4s to every response to figure out if the response is good before sending it out, that ends up being pretty bad. So instead, I usually have to write some code that is a crude heuristic that runs quickly and decides whether to run the classifier. Obviously this sucks because you call the classifier many times that you don’t want to, which makes your p95 bad, and you also miss cases with the heuristic, and you also have to manage all of these weird chains. With Jev, it’s cheap enough, and fast enough (p50 ~150ms, p95 ~350ms in my testing!) that you can easily run it every turn. Heck you can reasonably run it before generation AND post generation, for any application that isn’t realtime voice, and still feel snappy. But this is just one use case. Think: smarter model routing, better context packing, better responses, better observability for intent/tags/safety, smarter retries and so much more. By simply thinking about the inputs and outcomes you want to enforce, you can use Jev to supercharge most model calls and reduce bad user outcomes. The more “quirks” a model has, the more valuable it ends up being. It’s a bit weird and unintuitive using Jev. Generally, you want to decrease the # of questions you ask a classifier, or it makes more mistakes. In fact, you might want to ask your questions kind of in a compound way, because the reasoning happens in a shared scratchpad of sorts. Adding questions muddies the scratchpad and makes it take longer. With Jev, you feel incentivized to go the other way, to formulate your query as a set of independent questions. It doesn’t feel like adding more questions decreases your performance on others. You can go a bit deeper to improve tool calls. Many model tools are things like turning on settings, or other things. You can easily improve models that are not very good at tool calling with Jev, by simply figuring out when to run them. You can do a pre-LLM call to figure out when to unfurl different tool definitions, in order to make your main LLM run better, you could run a background task with Jev + another LLM to reduce tool and context burden on your main LLM, and free it to be responsive. I’ve only scratched the surface of my testing but very excited!
After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev • 20-200x faster • 40-400x cheaper (w/ output tokens free) • Frontier composable intelligence optimized for decisions AFAICT the shortest path to AI-based economic revolution
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If what they say in the research report is true, this will instantly replace at least a quarter of ALL LLM calls, basically capturing all tokens currently used for decision-making and scoring. Insanely excited to see if they come close to the level of usefulness, speed, and reliability they claim here.
After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev • 20-200x faster • 40-400x cheaper (w/ output tokens free) • Frontier composable intelligence optimized for decisions AFAICT the shortest path to AI-based economic revolution
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im on my knees bloodied an Anthropic killbot pushes a gun into my temple "any last words?" "coxon was right" "coxon?" i grin through broken teeth "coxon your face" *BANG*
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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I skimmed the DS 4.1 Flash report, and I feel fairly certain this will be the most used model on OpenRouter for the next few weeks. I had quite a few thoughts while reading. 1. This is clearly a good, if not great, model, and changes what I thought a model of this size could do. Reshapes the Pareto frontier. 2. This thing is great to serve! Insane KV cache reduction. Fewer active params. Will be huge on value once neoclouds compete the price into the ground. 3. This strikes me as a reaction to massive demand. This is not a "prioritizing AGI" model. They got slapped with infinite demand, and ran out of (finite) compute. They're switching DS V4 Pro over to serving this, and everything is optimized for big throughput on fewer chips. 4. Thought multiple times while reading: "Oh god I wish OpenAI/Anthropic published papers" 5. I will caveat that I think it is slightly benchmaxxed and does not perform as well as large models on my benchmark (not close to Sol, for example). DS is quite forthcoming with perf gaps though, and considering how bearish I have been on small models it surprised me. 6. DGX Sparks get more valuable lol... 7. They say pretty overtly that their verifiable task generation drove all the performance gain. Same vanilla SFT, RL with synthesis of verifiable tasks. Wider, sparser model. 8. Only 1/2 the prefill params active as during decode? I skimmed this portion but had not seen this idea before.
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Ultra-fast, cheap models allow you to do cool things! For example, here's a demo to visually prompt designs in real-time, and iterate faster than typing out changes...
Today, we’re introducing Mercury 2.5, the most capable diffusion LLM on the market. It offers a 40% jump in intelligence over Mercury 2, and runs over 1,100 tokens/sec on widely-available @NVIDIAAI GPUs. It’s available today on our API, @OpenRouter, and @Baseten. Contact us to evaluate Mercury 2.5 for production: inceptionlabs.ai/models
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First impressions: free and fast! Like really really fast, like 5-10x faster than Grok Bot/Instinct. They've decided to do a single chat, with temporary "side chats." I personally hate going single-threaded, but I think it is 100% the right product choice for their userbase. Their ideas page is better than any assistant page I've used, which I think will help users new to an AI assistant. In general the UX feels good to use. I think a lot of thought went into this and it feels fast and lightweight. Very bullish!
Introducing Muse, your personal AI agent from Meta that gets things done across every part of life. Download the Muse app and get started: Muse.ai
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"I can't open sign-in links automatically for security reasons." Unfortunately Meta must do this as a big company but it makes using Muse around 30x more annoying to use..
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The funniest thing to me about this is that she listened to her own words and thought she sounded like an idiot
The state of the tech press is really depressing A NY Times reporter tried Wispr Flow and admitted its speed/accuracy was "astonishing" ...and then launched into a diatribe about wanting to "murder [it] with a hammer," because people shouldn't be allowed to use voice dictation
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Michael retweeted
Neoclouds have limited cybersecurity. Next time agents successfully go rouge, they'll try taking over a neocloud to run more copies. This is bad. Thus: neoclouds should greatly strengthen their cybersecurity and every company with strong cyber models should help with that.
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Introducing Atlas: The world's first multimodal world model that generates image and video frames with pixel-perfect camera control and reconstructs them in 3D. Model the world, move the camera, and simulate space & time.
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Amazing piece that everyone at all interested in chip throughput should read, best article I've read this month. The design could look less like Claudeslop but incredible content written so clearly and earnestly.
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