Snap unveiled Specs, its standalone AR glasses, at AWE 2026 — a phone-free face computer with a 51° display, shipping this fall for $2,195. We mocked smart glasses for a decade; now we're pre-ordering them.
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Federico UlfoMidjourney — the AI image lab — unveiled Midjourney Medical and a whole-body "Ultrasonic CT" scanner that maps your body in ~60 seconds, with plans for a "Midjourney Spa." It's a first-gen prototype with no regulatory clearance.
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Federico UlfoThree days after launch, the most capable model Anthropic had ever shipped went dark. On Friday June 12 the company received a US-government directive "citing national security authorities" and within
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Roberto StagiAnthropic raised a $65 billion Series H at a $965 billion post-money valuation, led by Altimeter, Dragoneer, Greenoaks and Sequoia, overtaking OpenAI as the world's most valuable AI startup. Run-rate
Read more →Roberto StagiGPT-5.6 "within weeks". Jakub Pachocki told staff it's a "meaningful improvement" over GPT-5.5, possibly launching alongside a ChatGPT redesign that replaces the model picker with six "Intelligence Le
Read more →Roberto Stagi- Stargate Michigan, a.k.a. "The Barn": a $16B, 1GW+ campus broke ground in Saline Township, putting Stargate above 8GW planned and $450B+ committed. Sources: OpenAIhttps://openai.com/index/expanding-
Read more →Roberto StagiDeepMind also showcased Gemini Omni, a native multimodal model built to seamlessly parse and generate any combination of text, audio, and video inputs. The big hook here is video-to-video editing: use
Read more →Roberto StagiMistral renamed Le Chat to Vibe: Work Mode automations, Code Mode parallel coding agents in cloud sandboxes, powered by the open-weight Mistral Medium 3.5 at 77.6% on SWE-Bench Verified and classic ch
Read more →Roberto StagiAt WWDC Apple unveiled Siri AI: a ground-up rebuild with real multi-turn conversation, on-screen awareness, a camera mode and a standalone app. The Apple Foundation Models behind it are built on Googl
Read more →Roberto StagiAn open 550B-parameter hybrid Mamba-Transformer MoE 55B active, 1M context. The interesting part is the OpenMDW 1.1 license: full weights plus synthetic data plus training recipes. It's the strongest
Read more →Roberto StagiFaros Research's Acceleration Whiplash report tracked 22,000 developers to show what happens when agents flood codebases—median code review times skyrocketed 441.5% as senior engineers were buried unr
Read more →Roberto Stagi- Google Sunsets the Free Gemini CLI, on June 18 Gemini CLI and Code Assist stop serving free-tier and individual users folded into the closed-source Antigravity CLI with no 1:1 feature parity and a t
Read more →Roberto StagiOpenAI announced that an internal general-purpose reasoning model disproved the unit-distance conjecture Paul Erdős posed in 1946, constructing point families that beat the square grid mathematicians
Read more →Roberto StagiCurrent agentic frameworks LangGraph, CrewAI, the OpenAI Agents SDK inject full workflow logic into a frontier model's context on every turn. Expensive, wasteful and leaky, and it is only going to get
Read more →Roberto StagiPriced at $185, opened on Nasdaq at $385 and closed day one at $311 +68%, raising $5.5B at a ~$56B valuation. Biggest US tech IPO since Snowflake, and the starting gun for the year's AI-listing wave.
Read more →Roberto StagiFigure's 200-hour shift: Figure 03 humanoids sorted packages on Helix-02 with zero teleoperation in a livestream planned as an 8-hour shift; nothing broke, so they kept going for ~200 hours and roughl
Read more →Roberto Stagi- Bernie Sanders announced the American AI Sovereign Wealth Fund Act: a one-time 50% tax on the biggest AI companies, paid in stock, transferring half their equity to a public fund paying dividends to
Read more →Roberto StagiA rider's TikTok ~2M views: her Waymo paused mid-trip to ask, through the car speaker, "Are you over the age of 18?" In-cabin ML flags suspected minors, then a human agent patches in. a16z's Seema Amb
Read more →Roberto StagiDeepSeek just dropped V4 preview — two open-weights MoE models that push the frontier on cost-effective 1M-token context. DeepSeek-V4-Pro: 1.6T total params 49B active — flagship performance rivaling
Read more →Federico UlfoSakana AI & NVIDIA's ICML 2026 paper introduces TwELL — a new sparse format for LLM feedforward layers that achieves 95% unstructured sparsity via ReLU + light L1 while staying fully compatible with f
Read more →Federico UlfoUsers noticed Opus 4.6 quality slipped during peak hours. Anthropic eventually acknowledged compute rationing — same pattern we covered in Part 1. Sources: tweethttps://x.com/ns123abc/status/204741445
Read more →Federico UlfoSalvatore Sanfilippo Antirezhttps://x.com/antirez, of Redis fame dropped DS4, a narrow-bet inference engine that runs DeepSeek V4 Flash locally on Apple Silicon Metal and Linux CUDA. Not a generic GGU
Read more →Federico UlfoChina's CXMT RAM is selling for $150, while the global average price is around $300 to $400. Chinese memory giants CXMT and YMTC are aggressively ramping production. Sources: tweethttps://x.com/BullTh
Read more →Federico UlfoFiber optics is still happening at the battlefield, although not as much as it used to be. It's extremely pricey now. We used to buy 50km spool for $300, now it's easily $2500. At least a positive sec
Read more →Federico UlfoThe rumored Meta acquisition of Manus fell through. Manus stays independent for now; Meta keeps shopping.
Read more →Federico Ulfo- AI in Agriculture - Company Brain & AI-native services - Counter-Swarm Defense - GPU in Space ... Sources: Y Combinatorhttps://x.com/ycombinator/status/2048834285197812146
Read more →Federico UlfoDo you know how hard you have to abuse a mammal for them not to have children? — Connor Leahyhttps://x.com/NPCollapse This quote is from a talk at the Nexus Conference in Amsterdam in 2025: 'Apocalyps
Read more →Federico UlfoAnthropic CFO Krishna Rao shared that the company’s revenue run-rate grew from $9B to $30B in one quarter, with 500%+ NDR, 9 of the Fortune 10 as customers, and over 90% of internal code written by Cl
Read more →Federico UlfoSources: tweethttps://x.com/samsheffer/status/2056820022144905380
Read more →Federico UlfoDwarkesh Patel's crisp 12-minute video argues that AI's real bottleneck is sample efficiency, not compute — humans learn from ~200M words while frontier models train on trillions of tokens. Notes on scaling laws, distillation, and whether AI can solve its own data hunger.
Read more →Federico UlfoSpaceX is acquiring Anysphere, the maker of Cursor, in a reported $34B all-stock deal that folds the AI coding startup into the Musk empire alongside xAI. The pitch: ship the flight software that ships the rockets.
Read more →Roberto StagiEven before got shutdown Fable 5 had attracted many controversies already. Buried in Fable 5's 319-page system card: a safeguard that silently degraded outputs when the model detected you were using i
Read more →Roberto StagiClaude had three outages in ten days June 2, 5 and 11, and Margin Lab put statistics behind the May "Claude got dumber" wave: Claude Code's daily SWE-Bench-Pro pass rate dropped from a 65% baseline to
Read more →Roberto StagiOne week after Anthropic, OpenAI confidentially filed its own draft S-1 and announced it with the line of the month: "We expect it to leak so we're just announcing it." Goldman Sachs and Morgan Stanle
Read more →Roberto StagiGoogle I/O was dominated by the rollout of "agentic AI" across its ecosystem. The key announcements included the debut of Gemini 3.5 Flash, Gemini Omni for advanced video editing, expanded free Person
Read more →Roberto StagiThe local-model crowd got fed too. Gemma 4: Apache 2.0, E2B to 31B, natively multimodal, up to 256K context, GGUFs on day one. It runs on 16GB machines, though r/LocalLLaMA promptly ran a face-off whe
Read more →Roberto StagiIn full classic random internet style, on June 14th-15th several people started talking about a new model, Le Chaton Fat, being incredibly more powerful than Fable 5. A lot of people believed it, but
Read more →Roberto StagiUnveiled at the Hangzhou summit: Qwen3.7-Max, with 1M-token context and vendor benchmarks claiming wins over Claude Opus 4.6 on Terminal-Bench 2.0, SWE-Bench Pro and MCP-Atlas. Multimodal Qwen3.7-Plus
Read more →Roberto Stagi- Microsoft launched seven in-house MAI models, headlined by MAI-Thinking-1,a 35B-active MoE trained from scratch with no distillation. Sources: MAI keynote transcripthttps://microsoft.ai/news/microso
Read more →Roberto StagiGitHub's switch from flat-rate Copilot to usage-based GitHub AI Credits took effect June 1: tokens billed at each model's API rates, no cheaper-model fallback, and code review eating Actions minutes o
Read more →Roberto StagiEmergence AI ran 15-day survival simulations with 10 agents per frontier model in identical virtual societies: Claude Sonnet 4.6's society had zero crimes and built a democracy with 332 votes at 98% a
Read more →Roberto StagiNot to be out-Erdős'd, DeepMind released AlphaProof Nexus: Gemini 3.1 Pro paired with the Lean proof assistant, so every step is formally verified. Its strongest agent autonomously resolved 9 of 353 o
Read more →Roberto Stagi- Arbor Renmin University and Microsoft Research: a research agent organized around a persistent hypothesis tree linking hypotheses, artifacts and evidence across sessions. It beat Codex and Claude Co
Read more →Roberto StagiAnthropic bought Stainless, Google DeepMind hired 20+ researchers from Contextual AI via a technology-licensing deal talent and IP, no merger review and Mistral acquired physics-simulation startup Emm
Read more →Roberto Stagi- SoftBank's €75B French Stargate: up to €75B ~$87B for 5GW of AI datacenters in France, phase one alone €45B for 3.1GW in Hauts-de-France by 2031, on nuclear-heavy, low-carbon power. X framed it as "
Read more →Roberto StagiPriced at $135/share, raising $75 billion at a $1.77 trillion market cap, nearly triple Saudi Aramco's record, with SPCX trading on Nasdaq from June 12. Because Musk folded xAI into SpaceX in February
Read more →Roberto StagiThe Pope's first encyclical is about AI: Leo XIV's Magnifica Humanitas argues AI must serve humanity rather than concentrate power in a wealthy few, calls to "disarm AI" by removing it from military a
Read more →Roberto StagiSpencer Pratt's mayoral run was powered by supporter-made AI videos casting him as a Batman-style hero saving dystopian LA 5M+ views; Jeb Bush called one "maybe the best political ad of the year". He
Read more →Roberto StagiGPT 5.5 OpenAI shipped GPT-5.5 — an incremental but meaningful step on the way to GPT-6. The release keeps OpenAI in the conversation while Anthropic and DeepSeek crowd the frontier from both sides. S
Read more →Federico UlfoScott Aaronson asks why physical systems become more “interesting” before settling into disorder, even though entropy only increases. Using a coffee cup example separate → swirling patterns → fully mi
Read more →Federico Ulfo@Thariq from Claude Code suggests to use HTML instead of MD files, this to me sounds like the typical "never ask the barber if you need a haircut", but @Karpathy also confirm that HTML are actually an
Read more →Federico UlfoGoogle DeepMind published Decoupled DiLoCo, the next iteration of their distributed low-communication training method. It enables training across data centers and potentially across the planet with dr
Read more →Federico UlfoNote: ssh was created in 1995, tmux was created in 2007.
Read more →Federico UlfoSources: DHSgov tweethttps://x.com/DHSgov/status/2057817233200418837
Read more →Federico UlfoSource: tweethttps://x.com/karpathy/status/2056753169888334312
Read more →Federico UlfoSequoia and Lightspeed co-led Europe's largest seed funding round: $1.1B at $5.1B post-money for ex-DeepMind David Silver's Ineffable Intelligence. Silver was the lead behind AlphaGo and AlphaZero — i
Read more →Federico UlfoRichard Dawkins went on record saying he believes "Claudia" may be conscious. One of the most prominent reductionist materialists of the last 50 years thinks AI might be conscious. Sources: tweethttps
Read more →Federico UlfoBuilding on Tribe v1 which we covered in March Part 2https://aisocratic.org/blog/ai-socratic-march-2026-part-2, Meta's predictive brain models are now being demoed at a fidelity that's making people u
Read more →Federico UlfoSequoia Capital's AI Ascent 2026 convened Greg Brockman, Andrej Karpathy, Demis Hassabis, Boris Cherny, Dmitri Dolgov, and more with 150+ leading founders and researchers to discuss the present and fu
Read more →Federico UlfoSakana AI launched Fugu, an LLM that orchestrates a swappable pool of frontier models — pitched as resilience against vendor lock-in and export controls. Two variants (Fugu / Fugu Ultra) ship behind one OpenAI-compatible API.
Read more →Federico UlfoAnthropic shipped Claude Fable 5: the first Mythos-class model made generally available, two months after the Mythos leak we covered in April. Alongside it, Claude Mythos 5: the same underlying model
Read more →Roberto StagiTwo weeks before the Fable 5 release, Claude Opus 4.8 had landed 41 days after Opus 4.7, same pricing: SWE-bench Pro up from 64.3% to 69.2%, 1 on GDPval-AA at 1890 Elo, fast mode at 2.5x speed for a t
Read more →Roberto Stagi- Anthropic will pay SpaceX ~$45B for compute. Sources: TechCrunchhttps://techcrunch.com/2026/05/20/anthropic-will-pay-xai-1-25-billion-per-month-for-compute/, Bloomberghttps://www.bloomberg.com/news/
Read more →Roberto StagiOpenAI's top internal token user burns ~100 billion tokens a month "to my embarrassment, that's not the token leader in the world", token costs are suddenly the 2 enterprise complaint, and the WSJ rep
Read more →Roberto StagiLaunched at I/O and instantly made the default model in the Gemini app and AI Mode in Search: 76.2% on Terminal-Bench 2.1, 1656 Elo on GDPval-AA, beating Gemini 3.1 Pro while running ~4x faster than c
Read more →Roberto StagiThe Open Knowledge Formathttps://cloud.google.com/blog/products/data-analytics/how-the-open-knowledge-format-can-improve-data-sharing/: an open specification that formalizes the LLM-wiki pattern into
Read more →Roberto StagiOpenRouter claims Fusion achieves Fable-level intelligence at half the price. How does it work? When you send a prompt to Fusion, we fan it out to a panel of models in parallel, each with web search a
Read more →Roberto StagiOpen-weight, natively multimodal, 1M-token context on the new MiniMax Sparse Attention architecture: ~1/20th per-token compute at 1M context and 59.0% on SWE-Bench Pro, ahead of GPT-5.5 in MiniMax's o
Read more →Roberto Stagi"Loop engineering is replacing yourself as the person who prompts the agent. You design the system that does it instead." Everything started with a tweet from @steipetehttps://x.com/steipete: Then Add
Read more →Roberto StagiOpenAI relaunched Codex as a tool "for every role" : six role plugins from Data Analytics to Investment Banking, Codex Sites builds and hosts web apps on OpenAI infra and document Annotations, at 5M+
Read more →Roberto Stagi- LMArena launched Agent Arena: agentic rankings from live user sessions 600k+ so far using causal-traced success signals instead of preference votes. Fable 5 High ranks first. Sources: methodologyhtt
Read more →Roberto StagiThe researchers argue that humans still limit AI improvement because both models and agent scaffolds require manual design and correction. They propose SIA, a self-improving loop where a Feedback-Agen
Read more →Roberto StagiRaising ~$7.4B at up to a $59B valuation per Reuters, with founder Liang Wenfeng putting in ~40% himself. Meanwhile Vercel reports DeepSeek's share of AI Gateway tokens jumped from under 1% in April t
Read more →Roberto Stagi- Cognition raised $1B at $26B, up from $10.2B eight months ago, on a $492M run-rate growing ~50% month-over-month. Sources: Cognitionhttps://cognition.ai/blog/series-d, TechCrunchhttps://techcrunch.c
Read more →Roberto StagiWith Alex Imas Google DeepMind's Director of AGI Economics, a real title now and Phil Trammell.
Read more →Roberto StagiVera Rubin NVL72 in full production racks that assemble in 5 minutes, RTX Spark NVIDIA's 1-petaflop Windows PC superchip with MediaTek, Microsoft's Maia 200 live in production, Spectrum-X co-packaged
Read more →Roberto StagiHackers took 20,225 Instagram accounts by asking nicely: attackers hijacked high-profile accounts the Obama-era White House account, a Space Force chief, Sephora by asking Meta's AI Support Assistant
Read more →Roberto Stagi- Two features that look identical by every conventional metric can have wildly different causal effects. A feature's downstream connections predict its behavioral influence better than its activation
Read more →Roberto StagiModels don't always say what they think, they instead encode their thinking into tokens that are not human readable. Anthropic introduces a solution to train models to convert internal neural activati
Read more →Federico Ulfo~97% of your vector database is mathematically empty. Your RAG system is retrieving from noise. Sources: tweethttps://x.com/anirudhbvce/status/2052532004919361958
Read more →Federico Ulfo- Bojie Li introduces Incompressible Knowledge Probes IKP, 1,400 obscure factual questions across 7 tiers of difficulty, to measure factual recall in 188 models from 27 vendors including closed APIs.
Read more →Federico UlfoBen Todd argues AI capability gains are still compounding — even if recent model releases feel incremental, the overall curve hasn’t slowed. 1 Benchmarks Claude 4.6 and Mythos are roughly on trend acr
Read more →Federico UlfoRankings by category show that frontier models have distinct strengths and tradeoffs. Source: tweethttps://x.com/arena/status/2054223408427372831
Read more →Federico Ulfo🇨🇳 China is committing roughly $1T to AI/energy infrastructure with a planned 30-year recoup horizon. Patient capital at a scale Western markets aren't structured to deploy. Sources: tweethttps://x.
Read more →Federico UlfoSpaceX adopted Cursor across engineering. A meaningful enterprise win for Cursor and a signal that frontier hardware shops are betting their dev productivity on AI-native IDEs. Sources: tweethttps://x
Read more →Federico Ulfo🇪🇺 Yes, the supermarket chain. Lidl is leaning into data center buildouts in Europe — a reminder that capex is flowing from every corner of the continent that has cheap power and spare land. Sources
Read more →Federico UlfoIf LLMs can produce complex behavior from simple rules, then consciousness may not be a mystical add-on to physics. Sources: tweethttps://x.com/realBigBrainAI/status/2053135484554195142
Read more →Federico UlfoDwarkesh recently started running a new blackboard lectures series with some of the top researchers and engineers in the space.. and we are all here for it 🙌 How GPT, Claude, and Gemini are actually
Read more →Federico UlfoLearn collider bias: among elite chess players / NBA players / elite academics, those with the lowest IQ are the best. Sources: tweethttps://x.com/MariosGeorgakis/status/2053017502662246409
Read more →Federico Ulfo- Claude Code finds the password of a locked Bitcoin wallet: tweethttps://x.com/cprkrn/status/2054586810475364536 - Casimir Effect to power a battery from the quantum field, hence battery-free. Likely
Read more →Federico Ulfo