I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago. Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it. Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food. Days like these, even more than usual, I feel like the luckiest kid in the world. Love you all! ❤️

Sam Altman says the industry has not failed to explain the benefits of AI But it has failed to explain how people can keep agency, stay in control, and still have a meaningful role in the future "AI should not be built around non-human goals" Society needs to understand what is happening and push back where needed

many startups just died today

DeepMind Oriol Vinyals says one important next step is for models to improve through experience without needing weight updates The capability exists in early form, but hasn't hit the kind of steep curve where it becomes an obvious, universal feature "one year seems possible"

SoftBank has announced plans to invest up to €75 billion (around $87 billion) in AI data centers across France, making it the largest AI infrastructure investment ever announced in Europe. The project will create up to 5 gigawatts of AI computing capacity, with the first phase involving a €45 billion investment and several major data center sites in northern France. If completed as planned, it will be one of the largest AI data center developments in the world

A company reportedly racked up a $500 million Claude AI bill in a single month after failing to set limits on employee usage. The claim comes from a recent Axios report citing an AI consultant, who shared the story as an example of how quickly AI costs can explode without guardrails. The company hasn’t been named, and the amount hasn’t been independently verified. Unlike traditional software subscriptions, many AI services charge based on usage. Prompts, responses, and data-processing tasks add up fast when thousands of employees use the system unchecked. If companys dont cap spending they can even go broke using AI

No wonder all those Tesla folks are testy today.

Meta employees are pushing back against a new tracking system that monitors mouse movements, clicks, typing, and screenshots on company laptops. Meta says the system is designed to help train AI tools by showing how employees use software and complete daily tasks. Many workers are concerned about privacy and feel the monitoring is too invasive. Some also worry that the data could be used to build AI systems that may eventually replace parts of their jobs.