Today, we’re launching the @link wallet for agents. It lets you securely empower agents to spend on your behalf. Your payment credentials are never exposed and you approve every purchase. link.com/agents

WATCH: New video shows Air Canada flight crashing into rescue truck at New York airport

🚨 SAM ALTMAN: “We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter.”

A statement from Anthropic CEO, Dario Amodei, on our discussions with the Department of War. anthropic.com/news/statement…

:taps the sign: x.com/jasoncwarner/status/17… This isn't about Cursor, so forget the name used. This is about what is happening in the world. Cursor, as I understand it, is finetuning chinese models so at least they realize what I'm about to say. Let's walk through this so we fully understand it. In the '90s a bunch of tech companies built out the internet. Those tech companies became critical infrastructure and were massively rewarded for it and became new tech giants. That infrastructure allowed a whole new type of company to exist, companies like Amazon and Google and eventually Facebook. And for companies like Microsoft to make a transition if they could see the future (folks like IBM and Oracle didn't see the future). In the '00s, those same companies built out new critical infrastructure called hyperscaler clouds which enabled a whole new generation of company to exist. Those hyperscalers became the most valuable companies in the world bc they controlled the most valuable commoditized asset on the planet at the time. And the new companies they enabled, the likes of AirBnB, Uber, GitHub, Shopify etc, became great companies in their own right...but nothing like the scale of AWS, Azure, GCP etc. Now it's happening again. Intelligence is becoming the new critical infrastructure upon which every company on the planet will build. It is enabling new types of companies to exist that couldn't before. And like the previous transitions, companies that see this transition can create and capture value in bold new ways. Right now it's down to a handful of companies. Google is the only full stack player: They have dirt, datacenters campuses, TPUs, GCP, and Gemini. By default, they lap the Amazon and Microsoft (don't get me started on Microsoft's continued fumbles here). They are 100% fully vertically integrated. When they got good at building Gemini, it all fell together for them for the next two decades. OpenAI, Anthropic (best independent lab on the planet and only investable frontier lab IMO), and perhaps xAI round out the frontier capable players. Poolside, Chinese labs (with Poolside, the most efficient labs in the world...see notes at bottom), and (perhaps) SSI will eventually become frontier capable. Those round out the list. Three things matter for the next decade: 1. Energy Infrastructure 2. Compute Infrastructure 3. Intelligence Infrastructure Most things after those are rounding errors. 1 2 = powered datacenter campuses 3 = frontier model providers or domain specific model providers 1 2 3 = full vertical integration At Poolside we have a saying which is "Everything collapses into the model" which means that eventually all things we think of as valuable become part of the models (and agents*) that get produced. *Note: first party agents from model providers will *always* be better than third party agents that come from non-model providers. This is simply a reality that modern agents and models are trained together. This really really means a large company producing an agent without backing of it's own model is especially vulnerable. Another way to think of it is that the surface area available to applications is exactly equal to the current capability gaps of this generation models. Each time models become more capable, they eat up more surface area available to third party applications *that are simply arbitraging the current model generation capability gap*. This doesn't mean third party apps aren't valuable, but it does mean if the only value third party apps have is the current capability gaps of models, those third party apps have diminishing value. This is not debatable in 2026. It arguably wasn't debatable when I wrote the post a full two years ago either, except people are really bad at living in an exponential. You know who isn't bad at living in an exponential? Jensen. Nvidia gets exactly what is happening while wall street futzes around with "capex buildout costs", Jensen knows exactly where every gigawatt in the world is going because he knows the future. Do you think you are smarter than Jensen? I know I'm not. How should non-model companies (and companies who are incapable of building models) behave in this moment? It's simple but not easy: Get good at building smaller but still capable models that push *your value prop*. Do not cede your ground to third party model providers hoping you can hold on and survive, you won't be able to with the fullness of time. The tech is just too powerful. If you are a company with a mid double digit billions market cap and above and you are not making models, you are default long-tail dying right now. It is your job to figure out how you don't die. "But Jason, what about data as a moat?" Data is valuable but if your *only* valuable asset is data, you are fighting a multi-pronged war. And if this is true it is even more paramount that you get good at training your own models. My god, this makes the whole thing more existential for you! "But Jason, it costs so much to build models! How can one compete with how much money the model providers raised?" Here's real dirty little secret of the AI industry. That's not real. epoch.ai/data-insights/opena… OpenAI 2024 compute spend above ^^. It cost them roughly $500m to build frontier model in 2024. But they spend $4.5b on RnD, which means, clusters for their researchers. The dirty little secret of the AI industry is there is no such thing as a gigawatt training cluster, there is no such thing as networking a million GPUs to train a model. The cost to train frontier AI is people with knowledge, a system capable of experimenting to find and iterate on model recipes, and $500m to train the final recipe. The first two are the hard part. The third one is just cost of doing business. And we wrote extensively about Poolside's way of building models which allows Poolside to do things that frontier labs do but at a fraction of the cost and fraction of the time. We call it the Model Factory and it's part of our secret weapons (along with our proprietary RL research): poolside.ai/blog/introducing… Every single company worth double digit billions not getting good at training their own model is the modern equivalent of saying "I can't possibly run a database as good as Oracle therefore I shouldn't try and just pay Oracle to do it" or "It costs too much for me to have engineers build and maintain our software, I'll just pay Accenture and Microsoft to do it". How many of us would build our forever homes (our companies) on two year leased back land (api call to model provider where we pass all our data to them)? I prefer to own the ground my home is built on. Get good at building your company specific models or look back in 10 years and realize you IBMed yourself.

Today is my last day at Anthropic. I resigned. Here is the letter I shared with my colleagues, explaining my decision.

I launched rentahuman.ai last night and already 130 people have signed up including an OF model (lmao) and the CEO of an AI startup. If your AI agent wants to rent a person to do an IRL task for them its as simple as one MCP call.

We’re releasing TranslateGemma, a new family of open translation models with support for 55 languages. 🌐 Available in 4B, 12B, and 27B parameter sizes – they’re designed for efficiency without sacrificing quality.

Today, we’re introducing Personal Intelligence. With your permission, Gemini can now securely connect information from Google apps like @Gmail, @GooglePhotos, Search and @YouTube history with a single tap to make Gemini uniquely helpful & personalized to *you* ✨ This feature is launching in beta today in the @GeminiApp. See Personal Intelligence in action 🧵 ↓

holy fucking shit

Threads and X have similar daily active usage over the past week (as of September 20), with Threads surpassing X on three days. >>

We have three cool announcements today: (1) @OpenAI is launching commerce in ChatGPT. Their new Instant Checkout is powered by @stripe. (2) We're releasing the Agentic Commerce Protocol, codeveloped by Stripe and OpenAI. (3) @stripe is launching an API for agentic payments, called Shared Payment Tokens. It's clear that internet purchasing modalities are going to change a lot, and we're excited to start to lay some of the foundations. Links below!

day in the life at Disney

Startup idea: funnel ocean water to upper mantle layer to create steam to spin turbines to generate electricity

I’m launching something new… Exactly 170 years ago one of the greatest human inventions was created in the UK - the Limited Liability Company! The ability to treat a business as a stand-alone entity. On the 14th of August 1855 the UK Parliament passed The Limited Liability Act, allowing investors in companies to limit their liability to the amount they invested. This was revolutionary. Before then, investors could be held personally liable for all company debts so it was near impossible to raise investment or take risks. This invention- treating a business as a legal entity - led to the boom in company formations in the UK and arround the world. It led to massive investment into innovation and growth. It resulted in risk taking. It could be reasonably argued that the invention of the limited liability business entity underpins everything you see around you. Cars, planes, railroads, computers, software, retailers and almost everything else you enjoy - all made possible by the limited liability company. In the coming months, I’m going to attempt to to take this concept of a stand alone business entity to the next level. With the power of AI we believe your business will be able to form a central “brain” allowing it to talk to you. Your business will be able to discuss its own strategy to thrive, scale and become valuable. All of the data relating to your business will feed into the business brain and inform powerful conversations between you and your business. In 2025, your business will go from being a legal entity to being a personal one. Want to know how much money is in the bank? How many leads came in yesterday? Which customer is spending the most? How many SaaS subscriptions you’re paying for? What the best marketing strategy would be? … Just ask your business. Want to set up a meeting, send an email campaign, organise an away-day? Ask your business. No longer will your business be dozens of separate data feeds. Your business will come to life as one entity that you can talk to. Get ready for this - join the waiting list to transform your relationship with you business.

Where's Steven Pressley competition

How many of them have air conditioning at home? How many of them dry their laundry by hanging it up? How many of them own a car? More than one car? Sorry but this is cope. Plenty of really poor countries have pretty tourist-friendly downtowns—so?

If you're depressed, take creatine. If you're sleep deprived, take creatine. If you want better memory, take creatine. If you want to build muscle, take creatine. If you want to become a better human, take creatine.