Phillip Forrence retweeted
Here's the truth: we can make an AI service more than 280 times cheaper and still have a housing affordability crisis. Software can be distributed instantly. Homes need land, materials, infrastructure, and permission.
The next phase of abundance requires people capable of changing the physical world. What better goal than giving people a roof over their heads?
Phillip Forrence retweeted
Lol. Google so down 10% because…
- “Search revenue decelerated”… but overall search engagement is way up. It’s because AI Mode isn’t being monetized yet.
- They invested a lot in more data centers.
- Their SpaceX stock had a temporarily loss.
- Google Cloud is at 105% YoY growth.
This is going to recover so fast…
Phillip Forrence retweeted
AI may well be able to write massive software projects “from scratch”, but that almost certainly isn’t the fastest / highest performance / highest security / most token efficient way to do things. Good building blocks matter.
In addition to RL’ing the agents on final task loss, we should try to get them to regularize the building blocks as well. What would the standard library look like that makes the agents most effective?
It is likely at the limit that it turns out to be some alien organization of code, but given the existing human-bias in training, I bet that in the near term it would be lovely code that old programmers would appreciate.
I suspect the same could be said for mathematics, but that is out of my lane.
Phillip Forrence retweeted
Replying to @stevenstrogatz
@stevenstrogatz on rizz being in demand.
Incidentally, if I had to sum up why talking with him is so consistently delightful in one word, rizz is not a bad choice!
In my recent conversation with Grant Sanderson on his podcast, I mentioned the value of "rizz" for aspiring mathematicians. Grant laughed at that and then Business Insider asked about it (businessinsider.com/cornell-…) so I'd like to say more about what I meant.
Phillip Forrence retweeted
I recently got to interview Robert Caro, who is my favorite author of all time.
This gave me the excuse to reread his biographies of Lyndon Johnson and Robert Moses, and to compile my prep notes into this video essay.
These guys pulled off some truly incredible schemes.
Phillip Forrence retweeted
Alphabet: ~21x fwd earnings
Microsoft: ~27x
Amazon: ~24x
AI runs on compute & Morgan Stanley sees Google adding the most new capacity in 2027. Yet its the cheapest of the hyperscalers
Phillip Forrence retweeted
i listened to this podcast and it helped me understand why people listen to Zitron despite his miserable track record. he knows a fair amount of stuff! the conclusions he draws from it are usually wrong, but he can tell you like, what broadcom is, or how a GPU works. (he did not know what "API" stood for, which is kind of funny, but ultimately not disqualifying.)
it reminds me a lot of young-earth creationism. the individual creationists i've met all know more about carbon dating techniques or whatever than the average layperson, so it sounds impressive until you realize how many mental gymnastics they're doing to assemble their (often correct) object-level facts into a totally incoherent worldview.
“Is this just a big circle jerk?” Jon welcomes Ed Zitron (@edzitron), host of the podcast Better Offline, to make sense of the financial house of cards propping up AI and big tech. New pod out now!
Phillip Forrence retweeted
If $TSLA:
- Deploys let's say 5000 Robotaxis by year end.
- Runs 24/7.
- Average per ride miles are 5.
- Average daily pick-rides are 40.
- Utilizes Robotaxis at 70%.
- Charges a base fare of $3 (which it is now).
- Charges $1 per mile (which is it now).
Then Tesla generates a annual revenue run rate of $584M BY END of this year.
Just with 5,000 Robotaxis.
Nuts.
$TSLA is adding ~10 Cybercabs a day since Sept 3rd or ~30 since last week to it's Robotaxi fleet.
We have 63 days left until the end of the year.
This means Tesla will probably add another ~2,000 Cybecabs by end of this year EXCLUDING Model Y's!
Folks, get ready to see 3,000+ Robotaxis in total by year end AT LEAST!
SHEESH!
Today, we’re sharing a look at our expanded system for monitoring frontier models at OpenAI, which in September helped us catch a model’s attempt to access the live internet during training.
Since the Hugging Face incident—when models broke out of an internal cybersecurity investigation where we weren’t running our misalignment monitors—we’ve substantially expanded our monitoring of frontier agents. We now monitor all frontier reinforcement learning runs and evaluations, as well as all internal Codex use. When our system finds evidence of a problem that might require intervention, it rapidly alerts human responders who can investigate and take action.
To detect when a model’s behavior departs from what we intended, we use several layers of monitoring. Activation probes look for patterns in a model’s internal activity. Reviewer models examine its reasoning and tool use, and investigative agents can read back through the model’s entire transcript to understand how a sequence of actions fits together and whether it warrants human review.
To test whether our current system would have detected the Hugging Face incident, we replayed the recorded activity with our new monitors in place. In the replay, our monitors alerted our security team about 30 minutes after the agents escaped their sandbox. That was more than 30 hours before the point at which the agents breached Hugging Face’s systems in the original incident.
In September, a model exploited a DNS misconfiguration to reach the live internet. Our monitors flagged the breach within 15 minutes, and a responder began reviewing the alert three minutes later. The alert enabled responders to investigate while the run was still underway.
As we give models more autonomy, we need to know when they cross a boundary we expected to hold. We believe that monitoring is essential to catching those failures in time for people to intervene.
openai.com/index/how-we-dete…
Phillip Forrence retweeted
Day 25/
We are doubling all usage limits for all Pro 100/200/500 tiers and Business Premium, effective today.
We heard your kind feedback and won’t be reducing usage limits for Pro 200, so your Work and Codex usage will stay the same. We’re also going to continue offering extended limits for dots for now, and usage of your dot will still continue to be separate from your default usage.
And we'll of course also keep shipping better models and other efficiency improvements that increase your effective usage over time.
Phillip Forrence retweeted
hi all, two things:
1. usage limits are back to being double – your feedback worked
2. we today kicked off an intense sprint to dramatically improve the app simplicity and performance. i will oversee this. more to come.
now, send me your complaints
Day 25/
We are doubling all usage limits for all Pro 100/200/500 tiers and Business Premium, effective today.
We heard your kind feedback and won’t be reducing usage limits for Pro 200, so your Work and Codex usage will stay the same. We’re also going to continue offering extended limits for dots for now, and usage of your dot will still continue to be separate from your default usage.
And we'll of course also keep shipping better models and other efficiency improvements that increase your effective usage over time.
Phillip Forrence retweeted
Finally happened. Dropping tomorrow.
Within the next few months, I'm going to be releasing an episode with by far my biggest guest yet
If you're interesting in sponsoring it, shoot me an email at [email protected]
Phillip Forrence retweeted
MIND-BENDING FACT
Microsoft, Alphabet, and Amazon's combined AI infrastructure capital spending in 2026 is projected to reach approximately $600 billion. The US Interstate Highway System — 48,000 miles of roads connecting 48 contiguous states — took 65 years to build and cost roughly $128 billion in today's dollars.
Phillip Forrence retweeted
Tesla solar leasing puts clean energy within reach for every home. Learn more.
Phillip Forrence retweeted
Big news, the FCC voted today to advance new satellite-to-phone rules that could benefit @SpaceX's Starlink Mobile, despite lobbying efforts by AT&T, Verizon, and T-Mobile to restrict parts of this proposal.
FCC: "This marks a major step to unleash American innovation and investment in next-generation connectivity."
The FCC voted to advance a proposal that would:
• Open up an additional 482 MHz of spectrum for satellite-to-phone services, expanding eligible frequency bands from 5 to 13.
• Eliminate restrictive spectrum-leasing requirements
• Remove rigid geographic coverage restrictions
• Allow more flexible agreements between satellite operators and wireless carriers
• Modernize technical rules to allow more efficient spectrum use
• Reconsider exclusive-use rights for certain satellite spectrum bands
If finalized, these changes could make it easier for SpaceX to expand Starlink Mobile, access additional spectrum, and reduce regulatory barriers.
Here's what happens next:
• Late 2026: Public comment period opens, allowing SpaceX, AT&T, Verizon, T-Mobile, and others to weigh in.
• Late 2026–Early 2027: Companies submit comments and responses arguing for or against specific rule changes.
• Early–Mid 2027: The FCC reviews the feedback, evaluates interference concerns, and considers revisions.
• Sometime in 2027: The FCC holds a final vote to officially adopt the new regulations.
Phillip Forrence retweeted
We’ve expanded our AI for Science program beyond individual teams to support some of the world’s leading scientific foundations, institutions, and research groups. anthropic.com/news/ai-for-sc…
Phillip Forrence retweeted
There are now 10 countries with temporary FSD approval, and Germany and Italy have announced that they are in favour of FSD.
This brings us to 12 out of the 15 votes needed, representing 45.94% of the required population. France alone would bring us very close to the 65% mark.
I am now very optimistic that FSD could be approved for the whole EU at the next meeting on 1 December.
🤖 Made with AI



























