Daniel R P de Melo (@danielarpm) header
Daniel R P de Melo (@danielarpm) profile picture

In essence, we understood it too late, dismissed it too soon, sleepwalked into oblivion. https://teapawt.net/t.co/5uIrBZXB7C Pathologist and investor

Porto , Portugal
Joined May 2010
Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)Photo by Daniel R P de Melo (@danielarpm)
Daniel R P de Melo retweeted
I feel like we haven't properly internalized this graph.
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Daniel R P de Melo retweeted
I have a major result to share. I’ve found conclusive forensic evidence that the top 4 Chinese AI labs—DeepSeek, Moonshot, MiniMax and Ant Group—have built their newest models on NVIDIA’s most advanced Blackwell chips, which are barred from export to China. This sounds insane, but I discovered that almost every AI model carries a hidden signature of the GPU that trained it. When a model is first set up, the starting values of its weights are laid out in a pattern that depends on the exact GPU. Each combination of GPU and seed number produces a unique pattern—a sort of fingerprint of the hardware used to create the model. Traces of that pattern survive training into the published model. Again, this evidence isn’t based on any insider information or leaking. It’s based on a forensic analysis of the model weights released by the companies themselves. I searched more than six trillion combinations of chip layout and seed number and matched them to open-weights models. In doing so, I found conclusive evidence that six Chinese AI models—including DeepSeek-V4-Pro, Kimi K3, and MiniMax-M3—were initialized on NVIDIA Blackwell systems. Four of the models match Grace Blackwell, the GB200 and GB300 parts in NVIDIA’s flagship liquid-cooled rack-scale systems. I then verified these results on real hardware. Running unmodified PyTorch with the seeds I’d recovered, a Blackwell B300 reproduced DeepSeek-V4-Flash’s untouched starting weights bit for bit, and a rented GB200 reproduced Kimi K3’s to a correlation of 0.999995. A Hopper H100 reproduced none of DeepSeek-V4-Flash’s, and changing the seed by one broke the match. (DeepSeek’s seed is 953049583 by the way.) The method also was verified to match 24 known open-weights models to the hardware that developers said they used. It is exceedingly unlikely that these results are a coincidence. Across six trillion combinations, the best accidental match should reach only about 8 sigma (i.e., eight standard deviations above what random chance would produce). The real matches range from 49 to 1,385 sigma, and even the weakest single test hits 20. These were data-center-scale training runs. With some analysis of release schedules and model details, I estimate that the largest, Kimi K3 and DeepSeek-V4-Pro, used 2,000 to 3,000 Blackwell GPUs each. Clusters of this size cost on the order of $150 to $200 million each to buy, and across these labs alone would add up to more than half a billion dollars of export-controlled GPUs, not counting experimental compute or otherwise. It’s quite likely that we see multi-billion dollar expenditure on export-controlled GPUs. I am highly confident in this result, and it has been independently verified by senior researchers at OpenAI and Anthropic. You can read the full report at unemploymentlabs.com/checkpo…. There is much more I’ve identified about these models through other forms of checkpoint forensics like this, and will have more to share soon.
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Daniel R P de Melo retweeted
Chairman @RepMoolenaar released the following statement in the wake of Jensen Huang's resignation from @NVIDIA:
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Daniel R P de Melo retweeted
Nvidia’s Board of Directors is preparing to oust President and CEO Jensen Huang amid the fallout following reports he had an affair with a Chinese businesswoman who was operating as a spy for China’s Ministry of State Security, sources tell The Wall Street Journal.
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Daniel R P de Melo retweeted
I used Gemini 4 Carbon to get Windows 11 running on my iPhone Duo! 💻 Unfold the screen and it's a pocket PC, including Antigravity running coding agents on my phone. This is the actual desktop ARM OS running locally with touch controls. Demo + repo below!
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Daniel R P de Melo retweeted
Por mim, nada contra a prevenção, mas ela deveria ter sido localizada no centro e sul, porque não se entende de todo o encerramento de escolas e universidades a norte quando nunca houve previsões de potencial calamidade cá.
Se não houve prevenção, é porque devia ter havido prevenção; se houve prevenção e felizmente não se verificou a calamidade prevista, é porque foram demasiado alarmistas e - malfeitores - querem arruinar a economia. Valha-nos mesmo os nossos ignóbeis comentadores, sempre certeiros
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Daniel R P de Melo retweeted
🚇 Ainda sobre os ensaios de gabarit na Linha Rosa (G). 🔜 Seguem-se os testes aos veículos já com maquinistas e a velocidade de cruzeiro. 📽 Grupo ACA. #metrodoporto #linharosa #sustentável2030 #portugal2030
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Daniel R P de Melo retweeted
Notable: Researchers from 50 institutions collaborate to find a biomarker that has the potential to detect ovarian cancer very early, even pre-malignant A cancer not detected by the Galleri test. An extracellular vesicle long non-coding RNA @NatureMedicine nature.com/articles/s41591-0… nature.com/articles/s41591-0…
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Daniel R P de Melo retweeted
AI Futures Project's @eli_lifland admits their prediction of superhuman AI researchers by 2027 could be wrong if METR and Anthropic have overestimated how much AI is accelerating its own research: "Probably the most likely is that METR's team, and also Anthropic, who has now also announced that they think they've crossed a 2x acceleration threshold in their near future models, both of them are overrating the amount of the gain that is happening and/or overrating the amount that is fueled by AI." "They tried to do their best, but they only had two people. They were there for six weeks or something like that. People make mistakes. We don't have a great science of doing this kind of estimation." "Otherwise, something around there being lots of different skills involved in R&D and some of them are lagging, not improving as fast as others, would be my main other hypothesis." @AI_Futures_
Unfortunately, it seems like the intelligence explosion will be happening in 2027 after all. Most of this post analyzes the new METR report (though other sources of evidence are also important). If they’re right, that implies an AI-driven acceleration that is 5 months ahead of the AI 2027 scenario. I am scared, sad, and angry. blog.aifutures.org/p/q35-tim…
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Daniel R P de Melo retweeted
A teoria mais infalível do Cinema continua sólida como betão.
O “melhor documentário de todos os tempos”, já se leu algures. Não, o filme de Nathan Fielder não é sequer o melhor documentário desta semana. publico.pt/2026/11/10/cultur…
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Daniel R P de Melo retweeted
During pre-release testing, Claude Fable 5.2 and Claude Mythos 5.2 worked on ambitious projects in many different fields. Here are a few. From a one-paragraph prompt, Fable 5.2 designed three working electronic devices, including this home voice assistant hub.
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Daniel R P de Melo retweeted
Fable 5.2 scored 41.3% on the Remote Labor Index, more than three times Ryan's forecast for 2026
I've made some AI predictions for 2026. I didn't look at the medians prior to making my predictions but my predictions ended up being suspiciously close... (I do worry this format incentivizes everyone to just use the crowd prediction, but whatever.)
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Daniel R P de Melo retweeted
48% on questions like these is pretty remarkable
Mythos 5.2 getting 41% of the remote labor tasks on the Remote Labor Index (RLI) is notable, given that RLI is composed of a lot of very hard expert-level freelance tasks. Opus 4.8 did 8% Fable 5 did 16% and now we're at 41% wow
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Daniel R P de Melo retweeted
Imagine if your grant becomes a benchmark for LLMs before you complete it lol
Replying to @claudeai
A team of 1,000 Fable 5.2 agents fully formalized Fermat’s Last Theorem in 30 hours, translating the proof into a language a computer can check step by step. With the same setup, Opus 5.5 completed only 26% in 18 hours, and barely made any more progress after 30 hours.
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Daniel R P de Melo retweeted
Looks like Fable 5.2 is above the already steep trendline on three of the most informative unsaturated benchmarks (ECI is a composite of other benchmarks, Remote Labor measures the ability to do end-to-end freelance jobs, RoboDojo involves controlling robotics).
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Daniel R P de Melo retweeted
An AI-designed protein shell delivered mRNA more than 1,000x better than clinical lipid nanoparticles. Where does it end up? With whole-body vDISCO clearing and light-sheet imaging, we see expression in the lung, and none in the liver. In Nature 👇🏻 doi.org/10.1038/s41586-026-1…
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Daniel R P de Melo retweeted
Welcome Fable 5.2, creator of worlds
Introducing Claude Fable 5.2 and Claude Mythos 5.2, designed to tackle the most daunting technical challenges. They’re capable collaborators on ambitious projects in many fields, and show improvements in areas like coding, reasoning, and vision.
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Daniel R P de Melo retweeted
The only man who caught Jensen smelling his own shit
Dwarkesh: Why would we want to sell China the materials for a serious cyberweapon? It's like selling them nukes with a casing that says 'made by Boeing' and claiming that's good for the US Jensen: Comparing AI to nukes is lunacy. Enriched uranium is a lousy analogy. It's an illogical analogy. What we have to recognize is that AI is a five-layered cake.
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Daniel R P de Melo retweeted
😅
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Daniel R P de Melo retweeted
A massive crowd of people have showed up for The Great Bean Push of 2026 in Chicago.
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