MTS (@MTSlive) on X (original) (raw)

Chronicling the singularity

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  DARIO ESSAY | AI POLICY | OPENAI-ANTHROPIC PRICE WAR
  
  
  DARIO ESSAY | AI POLICY | OPENAI-ANTHROPIC PRICE WAR
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  SITUATION UPDATE: Anthropic confirms it is disabling Mythos and Fable 5 for all customers to comply with a US government export control directive. The company says it believes the order is a misunderstanding and is working to restore access.
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  SITUATION DETECTED: The Trump administration is placing export controls on Anthropic’s Mythos and Fable 5 models, blocking foreign governments, companies, and individuals from access, per Axios.
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  SITUATION EXPLAINED: Why is effective compute growing so fast? • Hardware manufacturing improvements (Moore's Law): 1.5x per year, for six decades straight • Investment in compute hardware: 2.5x per year, bigger than Moore's Law itself • Combined, these two have driven ~4x
  
  
  
  SITUATION EXPLAINED: Effective compute for AI training is growing at roughly 10x per year. • "Effective compute" combines three things: more hardware, more spending on that hardware, and algorithms getting more efficient • Year 1: 1x. Year 2: 10x. Year 3: 100x. Year 4: 1,000x.
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  SITUATION EXPLAINED: Effective compute for AI training is growing at roughly 10x per year. • "Effective compute" combines three things: more hardware, more spending on that hardware, and algorithms getting more efficient • Year 1: 1x. Year 2: 10x. Year 3: 100x. Year 4: 1,000x.
  
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  All of these were reported over the past month: • A new pancreatic cancer drug, daraxonrasib, that roughly doubles survival in late-stage disease • A precision lung cancer drug, lorlatinib, that kept 55 percent of patients progression-free after 7 years, versus 3 percent on
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  Every consumer product has to rethink its interface.
  @andyfang
  , co-founder of DoorDash: "For the first time ever, agents are more web traffic than humans, whether we like it or not, we need to figure out a way to change our interfaces." "I used to think exactly the same way
  
  
  
  Today we’re launching Ask DoorDash — a new conversational way to search the app in your own words through chat, voice, a recipe link or photo. Ask DoorDash can build you a grocery cart ~5x faster than doing it manually. It takes a single prompt to complete your cart in under 2
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  SITUATION REMEMBERED: 9 years ago today Google researchers published a paper titled “Attention Is All You Need” introducing a new deep learning architecture known as the transformer.
  
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  DOORDASH COFOUNDER | chilling out on MTS live
  
  
  DOORDASH COFOUNDER | chilling out on MTS live
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  Replying to @MTSlive
  KKR launches a $10 billion AI infra company along with Nvidia, power generation company Vistra, and the Kuwait Investment Authority. The company will help finance the AI buildout.
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  Replying to @MTSlive
  OpenAI acquires Ona, a cloud platform company that builds environments for agents to interact with tools, systems, and context, as part of its plan to build economically valuable agents for enterprises.
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  Replying to @MTSlive
  Google may tap Samsung for chip manufacturing capacity. Google currently uses TSMC to make its Tensor Processing Units (TPUs), but the Taiwanese semiconductor giant is overwhelmed with demand. Google may enlist Samsung to manufacture the memory input/output die, a key component