psychology should become more and more applicable to AI as it gets smarter 🤔

huge ideas that promise near-infinite gain in theory often lead to colossal disasters in practice

This one is an example where you see what someone did with your model and can’t even believe it

Anthropic is one of the fastest-growing businesses of all time. Dario Amodei and I chatted about flying past $5b in ARR, Anthropic's focus on B2B, payback economics of individual models, talent wars, AI market structure, and lots more. And you all said that you all want longer

Huge own goal by the Trump administration if they want a long-term relationship with India: a 50% tariff on India for importing Russian oil! Especially when no such punitive action was taken against China, which buys more Russian oil than India. And when Pakistan’s army chief,

BREAKING: Ex-OpenAI researcher Leopold Aschenbrenner’s (Leopold Aschenbrenner) Situational Awareness Fund tops $1.5B and posts +47% in H1 ’25. He turned his viral Situational Awareness essay into one of the fastest-growing hedge funds on record. The fund is long the AI supply chain:

A mission is the only durable nootropic. “Nothing hits like loving your work and having a clear vision for what you want to accomplish” –Jordi Hays

Dan Mac Roti and bhinda nu shaak

prinz I continue to think things are pretty well on track for the sort of powerful AI system defined in machines of loving grace - buildable end of 2026, running many copies 2027. Of course, there are many reasons this could not occur, but lots of progress so far

a revolutionary breakthrough if i've ever seen one

A very special model

but people forget how weirdly cheap building the largest rocket ever (15B?) / training human-level AI systems (10B) / the manhattan project (30B) / iphone development (5B) is vs dumb things like a spectrum license (17B), meta VR R&D (60B), apple car project (10B), non-existent

"Claude, awesome, create some other material besides spreadsheets that makes this EVEN MORE SO." (That was the one prompt) I've never seen Claude so eager to help. It created a PowerPoint, a PiP, an org chart, an employee manual, email templates... Hard not to call AI creative

washingtonpost.com/sf/national/20… 10 years ago!

Keep thinking.

As is tradition

Four screenshots that explain why $FSLR, $NXT and $SHLS (still only trading for 9x, 16x and 15x 2026E EPS) can keep running in spite of political headwinds.

Yo I heard if u press Up, Up, Down, Down, Left, Right, Left, Right, B, A in Sam Fransisco there's an infinite money glitch

I am telling you right now that a limited-run Situational Awareness LP Patagonia sweater vest, if made today, will be worth hundreds of thousands at auction in 2035

Battery energy storage system era is here. Countries across the globe are scaling up storage the next few years (and for years to come). Over 250 gigascale projects could come online within two years. Battery capacity as % of peak loads rising across key markets.