Millions of AI agents are descending on a web built for humans. Websites are trying to keep them out, but the arrival of these new visitors could transform the internet.
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One ongoing frustration is the lack of effort I see being put towards near-term, achievable crash projects to do good with AI at a national scale, whether those efforts are by the AI labs or by policymakers & NGOs using free models. We should be more ambitious about trying to solve hard problems.
The audacity of AI CEOs, going on TV to say the technology they are building may or may not destroy humanity but definitely would make you unemployed in five years, will be studied for decades.
Siri AI has transformed a thing that could only be used to set timers into a thing that can only be used to set timers much more slowly.
Serve Robotics is opening the tech behind its own fleet to other robot builders. Its Physical AI Services sells connectivity and data tools proven on 2,000+ robots in 40+ cities. Bedrock Robotics is a launch customer. Source: GlobeNewswire Image: Serve Robotics #Robotics #PhysicalAI #Automation
Thinking Machines released the Inkling 2 Small (open-weight soon) Inkling 2 Small is available for fine-tuning and inference on Tinker. Please note that Thinking Machines provide fine-tuning services. thinkingmachines.ai/news/inkling...
As I have written many times in the past years, any potential financial downturn in AI stocks will not greatly change the AI trajectory AI is not going away, companies are not slowing down adoption, nor is development slowing. We still need policy & effort so that AI is used to help us all thrive.
Weave Robotics shipped a robot that folds 1,000+ lbs of laundry a week. Isaac 1, the roaming successor, lands this fall at $7,999. Video: Weave Robotics #HomeRobotics #Robotics #Startups Who should we spotlight next?
Bedrock Robotics just raised $600M at a $4.1B valuation for excavators with no driver, and Crewline's retrofitted dirt roller ran driverless 30 days in Austin. The retrofit kit is the revolution. Video: Bedrock Robotics / Crewline #Robotics #ConstructionTech
Microsoft signed billions in contracts with companies promising to build data centers faster. Last quarter, delays meant Microsoft spent $45B instead of ~$50B. Now it’s pulling back from some of those deals given that. Turns out outsourcing data centers doesn’t solve the problem of building them.
METR's report on AI acceleration - AI is speeding up our research, but it’s hard to say exactly how much (estimate 1.3x to 3x) - AI can't yet make the most important contributions to model training on its own, but the pace of development could accelerate further metr.org/blog/2026-11...
Figure AI turned chores into a paid data marketplace. Its Index app pays anyone to film tasks at home, and uploads just hit 37.5M videos. Helix 2.5 then worked in 30 unseen homes at 56%, against 9% without Index data. Company-reported. Source: Figure AI Video: Figure AI #Robotics #Humanoid #AI
trend: Huge jump in TPU deliveries likely the compute is going to 1. Anthropic 2. Google 3. AI dev process — RSI, codegen, etc.
Here's a DSH extension I have for program agents, but the readme has a pretty fast install for DSH, if you're interested. Program agents themselves are a goofy concept, just regular software that's fully tied into DSH through a similar API as if it were a subagent github.com/tkellogg/dsh...
GPT-6 Cyber an improved version of Daybreak Blue that’s been trained to not hack you. Better than Astra in most cyber tasks available first in daybreak red cyberscoop.com/openai-gpt-6...
Humble Robotics just removed the cab, and raised $51M. Its Series A, led by Obvious Ventures, backs a cabless electric Hauler. Regional routes under 250 miles are 87% of US truck tonnage. Source: Business Wire Video: Humble Robotics #Robotics #FreightTech #PhysicalAI
The AI boom is driven by the belief AI makes companies so productive that they’ll lay off employees and spend the money saved on Anthropic & OpenAI tokens. Thus requiring hundreds of billions in loans to build data centers to support the demand. It’s a bubble if any of these assumptions are false.
OpenAI is going hard on a new political charm offensive, adapting to the new reality - “compute campus” is the new “datacenter” - recommending no NDAs for builders or communities openai.com/index/settin...
About 1 in 4 US workers (26%) used a paid AI service for their job in the past week, according to our October poll. This includes AI paid for by their employer, by themselves, or by both. Another 15% used only free versions, and 55% didn’t use AI for work at all in the past week.
Broadcom TPU compute shipments doubled from fiscal Q2 to Q3 2026 (May to early August), reaching the equivalent of nearly 2 million Nvidia H100 GPUs, according to our estimates. This is a sharp increase from the previous three quarters, when shipments grew between 2% and 22% per quarter.
Gemini 4 Argon, told to “maximize the fidelity of 3D models,” claims to have built 15,655 models. About half are just copies of each other! Claude Opus 5 is the opposite. It won’t even count its recent finding because it’s “an erratum, not a disproof.”
Investors are selling off chip stocks as if there will never be a data center built again.
A pattern is beginning to form.
Apple reportedly has cut AI token budgets from $300/day to $200/day with some teams falling to $100/day as part of cost cutting. Given Apple has tens of thousands of engineers on staff, this is a bill that could easily be in the hundreds of millions. Likely unbudgeted at the start of the year.
mark my words, AaaS is going to be hot
Asking tech CEOs if it was worth it to humiliate themselves sucking up to Trump only to face a blue wave in 2026?
what are the chances openai are pointing mathstra at the new political dynamics to figure out a new strategy
Dow Jones reported an 8% rise in Q1 revenue to $630m, with ad revenue up 9% to $93m. WSJ digital subs grew 11% to 4.7 million. News Corp CEO Robert Thomson said its hard news and specialist reporting are better placed to withstand AI disruption sg.finance.yahoo.com/media-advert...
Abdul Al Sayed sounds strangely well educated on AI he seems to at least understand the relationship with China, the dangers of RSI, and a lot more youtu.be/YX44XDt0gXI&...
The government has named 50 local news publishers to receive a share of its £6m local media funding, aimed at helping fill "news deserts" Seven organisations have also been awarded funding to develop infrastructure that can benefit the journalism industry pressgazette.co.uk/publishers/l...
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