In advance of @PeterDiamandis Day 4 question - Where would you spend $1B? - I share my #EdTech idea from 2016 for an #AI driven #AR/#VR engine to create custom 3D #STEM edu for teens. Submitted to @NSFSBIR Nov 2017 but no traction. Proposal & response: docs.google.com/document/d/1…

Sometimes you just need to be unreasonable, take no shit, and refuse any offer besides getting exactly what you want.

Did anyone in U.S. government do any ramifications analysis and realize this move, where U.S. can shut down models on a whim, will incentivize all foreign countries/companies away from building on top of American models pushing them to use China? Gutting U.S. AI industry. Are we really this dumb? Reverse ASAP

Below are highlights and a 3-min clip from when Jensen sat down at the Hoover Institute with Condoleezza Rice. I don’t know the year he’s referencing that those pioneers of AI came to him, but I became aware of it all-at-once in 2016 when I learned that gaming GPUs could be used to create “massively parallel architectures” for machine learning and deep learning. Listen to Jensen describe the long winter when few believed in or understood the power of “MPA” simulation and he had to gift the first DGX pod to Elon at OpenAI in 2016…

A Nature Medicine study found general-purpose LLMs are now outperforming dedicated medical AI products on physician-reviewed clinical tasks. The authors compared OpenEvidence and UpToDate Expert AI with GPT-5.2, Gemini 3.1 Pro, and Claude Opus 4.6 on medical exam questions, clinician-style answers, and real questions doctors asked during care. In 100 de-identified physician questions from live clinical use, blinded clinicians again preferred the frontier models, especially on completeness and clarity,

If you keep comparing your product to "missile silos" and nuclear weapons ... you're never gonna believe what happens next! 🤦‍♂️

So anytime there’s a possible jailbreak, the U.S. government is going to ban access to a huge chunk of the smartest AI researchers in the world who are working here for us on green cards? Is our country this dumb? It’s like unilateral disarmament in the global AI race. "suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employee"

Tomorrow is "Disclosure Day." Bcuz govmints should reveal what they know about UFOs, like the "tic tac" video from Navy fighters. Also in 2017, scientists discovered evidence of a previously unknown human species, and detected gravitational waves from colliding neutron stars. Nobody made a holiday for that. Free book on @gumroad: cookingkb.gumroad.com/l/yydz…

Department of @ScienceUnderSec Dario Gil tells @ashleyrgold at #AxiosAMLive in Washington, D.C., that the Genesis mission needs three things: infrastructure, a coordinated national science and technology strategy to solve problems and a plan to educate the next generation of Americans.

1) personal AGI for everyone on Earth 2) automated AI researchers 3) accelerating shared prosperity

Jensen Huang's advice to students is to learn how to suffer If I was in my early 20s, I would listen to this over and over again until it really sticks Too many people are chasing success, but not enough people are willing to sacrifice their comfort to have it

My 14-yo daughter is at a weekend training camp with these two superstars: Ellie Kam and Danny O'Shea are an elite American pairs figure skating team who won gold for Team USA at the 2026 Winter Olympics in Milan. They have been skating competitively together since 2022, famously overcoming a significant 14-year age gap and severe injuries.

Intel has been developing brain-inspired neuromorphic silicon technology for several years. We are now accelerating this work as we partner with Echo Neurotechnologies to develop algorithms that are not just brain-inspired, but actually trained on brain activity itself. This will allow us to build highly energy-efficient computing architectures and platforms that are faster, lighter and closer to how humans actually think. I am excited to work with my friend Dr. Eddie Chang and his talented team at Echo Neurotechnologies. Together, we will build AI that learns from the most powerful computer ever discovered, the human brain!

AI is not just a tool. It is a capability multiplier. The people who know how to enable it and use it wisely are strapping a rocket to their output. Everyone else is still debating whether rockets matter.

Jeff Bezos reveals the simple phrase that saved him countless arguments running Amazon "Disagree and commit is a really important principle that saves a lot of arguing" "One of my direct reports would want to do something. I'd think it was a bad idea. We'd go back and forth and I'd often say, you know what, I don't think you're right, but I'm going to gamble with you" "You're closer to the ground truth than I am. I've known you for 20 years, you have great judgment" "At least then you've made a decision and I'm agreeing to commit to that decision. I'm not going to be second guessing it, sniping at it, or saying I told you so" "I'm going to try actively to help make sure it works. That's a really important teammate behavior"

Jeff Currie, former Goldman Sachs head of commodities and now at Kalo writing research, is watching a physical supply shock in the commodities market. This is a tale of two markets. Paper crude oil was sitting around $100 a barrel while physical crude being delivered into Asia was trading between $130-$170. Products like jet fuel were spiraling above $200. The spread between paper and physical has completely disconnected. On the physical side: a discount airline out of London Gatwick canceled all flights because they couldn't source fuel. The UK just took its last known kerosene shipment with no further arrivals scheduled. Singapore jet fuel spiked to $230 a barrel. Rotterdam hit $220. The shortage is now in Thailand, Philippines, New Zealand and Australia. Currie called it "molecular contagion." And here's the critical point: there is no policy fix for this. The supply shock is roughly equal in magnitude to the COVID demand shock. And we all watched what COVID did to global supply chains. Currie's framing: the paper markets have disconnected from reality. When crude is trading at $100 on NYMEX but delivering into Asia at $130-170, someone is wrong. He thinks it's the paper market. The mispricing window doesn't stay open forever. For macro investors, this is exactly the kind of dislocation between financial prices and real-world supply chains that historically creates the biggest moves.

amaze amaze amaze 😉

And so it begins… bitcoin:native

We said on the MOONSHOTS podcast that when AI hits 50% on Humanity's Last Exam, that is AGI. Opus 4.8 scored 57.9%. We crossed our own threshold WOW!

Fun fact. HBM memory development started at AMD and it’s now a critical driver of Nvidia AI server performance and the primary factor in making Korea rich! Thank you, AMD, for contributing to the semiconductor industry. The history of technology is fascinating.

Already here mentally because I think it’s inevitable Your favorite writers or posters are already leveraging AI and my hot take is that’s fine What’s not fine is air mailing all effort on writing and out sourcing thinking If you’re using it to refine your thoughts, add structure, provide polish, etc. that’s fine by me. Assess ideas by their quality not whether there’s an em dash in there. It’s pretty easy to suss out when you come across an AI-augmented idea vs someone that just is spitting out with the LLM told them without any critical thinking applied.