全部 AI 动态

SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years. The limiting factor for nat gas turbine production is casting the blades & vanes. By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.

Our latest AI model market share estimates about 35% of token spend — via coding agents and other APIs — goes to OpenAI. Per business spend in @tryramp data

When I try and explain that tokens inferenced increased 25-fold in a year and are multiplying exponentially, cascading through the economy, and are likely to push real GDP growth per year toward double digit territory, many clients and companies simply do not comprehend.

We’re sorry to see that OpenAI put out a note saying they plan to block Cursor users from accessing OpenAI models in three months. OpenAI models serve about 5% of Cursor user traffic, and we’re speaking with the OpenAI team to resolve this. Cursor was one of the very first users of OpenAI, we’ve worked closely with their team for years, and we’ve trusted their platform to be neutral infrastructure for our business.

Chinese robots hold 86% of total global humanoid shipments and Nvidia is extending its CUDA playbook into that concentrated robotics market. WSJ published a peice China's concentration makes Nvidia's CUDA-style strategy easier to scale because Nvidia only needs to become deeply embedded in a handful of robot makers to sit underneath most of the market. The lesson Nvidia learned from CUDA was that selling the chip is much more powerful when developers also build their software around your platform. Nvidia is trying to create the robotics version of that dependency: Robot maker → Nvidia GPU/Jetson → CUDA → Isaac/GR00T/Cosmos → simulation, training, robot control and deployment

Nature is healing. Any politician opposed to data centers is unqualified to hold public office. Data centers are revitalizing small towns all over America, a godsend for blue collar workers, lowering electricity costs, accelerating the transition to sustainable energy and use negligible amounts of water.

An internal version of Astra, @OpenAI’s next major model family, solved 10 major open problems in mathematics, quantum complexity, and theoretical computer science. We believe it will be a major step for scientific reasoning. https://openai.com/index/ten-advances-in-mathematics/

What happened when GPT 5.6 Terra and Luna were heavily discounted on OpenRouter? Token usage exploded by 13.8x Jevons Paradox = as technology makes the use of a resource more efficient, total consumption of that resource increases rather than decreases 🧵

The lawsuits that are forming around the calling seasoned writers “AI Slop” is reaching a peak today. Now appears 28 law firms. Some I will post soon that will represent any writer or student impacted by the “AI Detector” grifters. This poor writer fell for it.

The AI detector industry should be very uncomfortable reading this MIT report. The strongest institutional rejections yet, direct from MIT. "we recommend against relying on AI detectors. " "As it risks an arms race in which students respond to automated detection by using increasingly powerful “AI humanizers” to remove signals that AI detectors are cued to catch. The result: a lot of effort on both sides that in the end serves no one." The report argues that mixed human/AI writing is difficult to detect, detectors can be evaded by “AI humanizers,” false positives can harm students, and heavy policing creates distrust. AI detection systems may also mistake the writing of non-native English speakers or neurodivergent students for text generated by AI. Even low rates of false positives can put students on edge and cause serious individual consequences."

Bill Gates just warned AI could trigger mass unemployment In a super long (6,000-word) post that @BillGates just published, he says "Even under the best circumstances, the transition to this new AI era will be one of the most turbulent times in human history" Some takeawys - AI is moving too fast for the usual technology-transition playbook. Unlike PCs, AI already runs on devices people own, communicates in natural language, and can learn from the same materials used to train humans, so adoption does not require decades of new hardware, software, and user retraining. - He would probably support a credible global effort to slow AI development, but does not believe geopolitical and economic competition will allow one. - His biggest economic fear is permanent job destruction, not temporary unemployment. Gates argues that AI can substitute directly for human cognition, putting entry- and mid-level work in sales, customer support, software engineering, paralegal work, finance, healthcare and other fields at risk, while increasingly capable robots could start competing for construction and hospitality tasks before 2030. - The decisive point comes when AI becomes reliable enough to work without human checking, because removing the human then becomes economically attractive. - He sees AI as a force multiplier for both attackers and powerful institutions. Lower-skill criminals could gain capabilities for cyberattacks, fraud, deepfakes and potentially biological threats, while governments could use cheaper autonomous weapons, surveillance and opinion manipulation; beyond misuse by humans, - Gates also leaves open the longer-term risk that increasingly capable AI systems could act against human interests. - He worries that always-available, agreeable AI companions could reduce the difficult social interactions through which children build resilience, while heavy reliance on AI for intellectual work could weaken critical thinking; at the same time, he argues that carefully designed AI tutors could improve education by preserving the student's own cognitive effort instead of simply supplying answers. - He also proposes a "Human Reserved" category for work society deliberately keeps human, and taxes on AI tokens and robots to slow some automation.