Sir, they’re not pausing AI research. Rio de Janeiro's mayor just dropped a SOTA open source model and it’s outperforming Qwen 3.7.

"there's more monetization of Xbox games on YouTube than on Microsoft." - Satya on the power of YouTube and the failing Xbox division.

When you rent your artificial intelligence, you have no control, and no choice. This is why sovereignty and ownership matters. Whether it means using your own hardware, open source, or deep customization. Own your AI, own your future.

A few thoughts that come up from this suspension of Fable/Mythos: 1. Even if this decision is changed the move set a precedence. Investors investing in AI model providers will start to price for this risk. The idea of one company monopolizing and developing “digital god” and reaping all the economic benefits of it is dead. This opens the question of the ability of these top frontier AI labs to pay for the big compute commitments. 2. Enterpises will rush to orchestration platforms as they will want to have the option to switch between different AI model providers with ease not just because of effectivness of models but also because of the risk that the model or provider is banned by the government. Hyperscalers are in a great position to be that orchestration layer between different providers. 3. There is going to be an acceleration of AI models exclusive for specific vertical use-cases (models that dont have cyber or other capabilities so the chances of gov reach is lower), competiton here is going to expand to outside of the top 3 AI labs IMO.

Microsoft CEO Satya Nadella has the most "Chinese" approach to AI of the major American tech leaders: - Very bullish on AI but not really AGI-pilled - Emphasizes integration of AI into everything, not just the best foundation models - Wants to see real ROI on AI use rather than just blind tokenmaxxing podcasts.apple.com/us/podcas…

europe just got out regulated while they were sleeping

"These vulnerabilities all appear relatively simple, and we have found that ***other publicly-available models are able to discover them as well*** without requiring a bypass." anthropic.com/news/fable-myt…

They will unban Anthropic shortly it's noise from America's communist regime.

oh no my dicks too big better put me in jail before i hurt somebody with this giant dong. it’s a public safety risk somebody do something.

$ADSK flat for 7 years

“Finally, when young people who “want to help mankind” come to me asking, “What should I do? I want to reduce poverty, save the world,” and similar noble aspirations at the macro-level, my suggestion is: 1) Never engage in virtue signaling; 2) Never engage in rent-seeking; 3) You must start a business. Put yourself on the line, start a business. Yes, take risk, and if you get rich (which is optional), spend your money generously on others. We need people to take (bounded) risks. The entire idea is to move the descendants of Homo sapiens away from the macro, away from abstract universal aims, away from the kind of social engineering that brings tail risks to society. Doing business will always help (because it brings about economic activity without large-scale risky changes in the economy); institutions (like the aid industry) may help, but they are equally likely to harm (I am being optimistic; I am certain that except for a few most do end up harming). Courage (risk taking) is the highest virtue. We need entrepreneurs.” - @nntaleb

Can't believe Dell worth more than Zuck

"Isreal is not attacking Lebanon"

META: TO DONATE RAY-BAN META GLASSES TO EVERY BLIND VETERAN IN AMERICA - WEBSITE

“We are SELLING into this” - Brad Gerstner, June 1 Did he not know they’d publish the All-In Summit panel?

Sabre $SABR CEO on Constellation $CSU.TO involvement

“I told YOU not to sell, I never said the company wouldn’t sell” is the perfect quote of this decade

Dan Durn back to semis after top ticking software 🤔