Dario reveals the people who called his GPT-2 fears "pseudoscience" in 2019 are now all applying for jobs at AI labs "I personally was super freaked out by [GPT-2]. I looked at it and I said, my God, you just scale this thing up another factor of a million and it'll be better than humans at everything. This is the defining economic and scientific moment of the modern age. We just don't know it yet. This is going to determine the fate of nations and economies and the future of humanity." "Maybe 10% of the people around me had exactly the same reaction, and it was often the smartest ones. 90% of the people around me, because GPT-2's capabilities in any particular area were not that impressive, it could translate languages, summarize a document and write a few lines of code here and there. It was the broadness and the generality." "But people would look at it and say, in any particular area, that doesn't seem so smart. And so many people just shrugged and they just dismissed it." "I just look at it and I say it's the same thing over and over again. The limitations of the models, six months from now, the things that seemed hard, they're going to be easy. 12 months from now, the things that seemed impossible, the models are going to be doing them regularly." "It's everything we saw with GPT-2; we're seeing it over and over again in wider and wider swaths of the world. And the world is gradually finally being convinced." Daniela Amodei: "I remember at the time there were some very well-respected computer scientists and AI and ML leaders who basically bullied some of the researchers who worked on [GPT-2] on Twitter and were like, this is stupid. We don't know why you guys are even talking, this model is so incapable." "It was like you were sort of a quack if you believed this was a really significant moment." Dario: "That's all been memory-holed. All the researchers who were like, oh, this is pseudoscience, it doesn't make sense, all of them are applying for jobs at the LLM companies." "We never say it out loud to any particular one, but we look at them and they're like, we remember what you were saying in 2019. You have no credibility on this matter."

Very excited for this group, led by David Gross, to shepherd @OpenAI's work on the existence of QCD and Quantum Yang--Mills!

While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report: cohere.com/blog/concerning-b…

As someone with a portfolio of energized land assets here is what I am seeing: 1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however. 2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3). 3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening. All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one). This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them. 2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.

REPORT: Global equity hedge funds suffered their worst day since Covid on Thursday, per Goldman Sachs Fundamental L/S, systematic L/S and multi-strats all fell more than 1% on the same day

so like do i just have to be okay with any/all of my personal data, even my most personal health data, being accessible to anyone on the black market that wants it for the rest of time is that the world we live in now?

An urgent notice from the Railway team blog.railway.com/p/security-…

DeepSeek v4.1 Flash (1017) is now included in ▲ Token Pass. Fast, mind-bogglingly cheap, and served with ZDR (zero-data retention). It's a phenomenal model to run subagents that execute plans conceived by larger and more expensive models. You can port TypeScript to Rust 10 times and not run out of credits 😂