My theory is that GPT-5.4 will finally be a bigger model, so they can't serve it to free users That would explain why they released GPT-5.3 Instant But again, that's just my theory

Computer use models shouldn't learn from screenshots. We built a new foundation model that learns from video like humans do. FDM-1 can construct a gear in Blender, find software bugs, and even drive a real car through San Francisco using arrow keys.

I’m joining @polymarket in NYC to build the future of financial markets. We are democratizing the greatest hedging tools the markets, and entire world, have ever fucking seen. We will quantify every event, every outcome, every possible future for the world - on Polymarket.

Tailwind lays of 75% of their team. the reason is so ironic: > their css framework became extremely popular w AI coding agents, 75m downloads/mo > that meant nobody would visit their docs where they promoted paid offerings > resulting in 40% drop in traffic & 80% revenue loss

2025 - graduated, flew to SF and slept on a mattress on the floor, so many sidequests and people met always get on the plane. spent a week on a plane this year. turned down quant offers and coinbase, moving to NYC, big news for 2026 soon

Undersea infrastructure is the single most fragile layer of the global economy yet nobody in tech is paying attention. Here are the facts: > Big Tech secretly owns half of the world’s subsea internet > China’s shipbuilding outpaces the U.S. by 232× > Deep sea mining is already the size of Mongolia > Underwater drones just dropped from $200k → $10k > Red Sea attacks have hit 100 commercial ships The ocean is the next trillion dollar frontier, and @angelesahr just mapped the opportunity in her latest research deck. See replies for deck access.

Yesterday we did a livestream. TL;DR: We have set internal goals of having an automated AI research intern by September of 2026 running on hundreds of thousands of GPUs, and a true automated AI researcher by March of 2028. We may totally fail at this goal, but given the extraordinary potential impacts we think it is in the public interest to be transparent about this. We have a safety strategy that relies on 5 layers: Value alignment, Goal alignment, Reliability, Adversarial robustness, and System safety. Chain-of-thought faithfulness is a tool we are particularly excited about, but it somewhat fragile and requires drawing a boundary and a clear abstraction. On the product side, we are trying to move towards a true platform, where people and companies building on top of our offerings will capture most of the value. Today people can build on our API and apps in ChatGPT; eventually, we want to offer an AI cloud that enables huge businesses. We have currently committed to about 30 gigawatts of compute, with a total cost of ownership over the years of about $1.4 trillion. We are comfortable with this given what we see on the horizon for model capability growth and revenue growth. We would like to do more—we would like to build an AI factory that can make 1 gigawatt per week of new capacity, at a greatly reduced cost relative to today—but that will require more confidence in future models, revenue, and technological/financial innovation. Our new structure is much simpler than our old one. We have a non-profit called OpenAI Foundation that governs a Public Benefit Corporation called OpenAI Group. The foundation initially owns 26% of the PBC, but it can increase with warrants over time if the PBC does super well. The PBC can attract the resources needed to achieve the mission. Our mission, for both our non-profit and PBC, remains the same: to ensure that artificial general intelligence benefits all of humanity. The nonprofit is initially committing $25 billion to health and curing disease, and AI resilience (all of the things that could help society have a successful transition to a post-AGI world, including technical safety but also things like economic impact, cyber security, and much more). The nonprofit now has the ability to actually deploy capital relatively quickly, unlike before. In 2026 we expect that our AI systems may be able to make small new discoveries; in 2028 we could be looking at big ones. This is a really big deal; we think that science, and the institutions that let us widely distribute the fruits of science, are the most important ways that quality of life improves over time.

Base announced the $1B Series C, 2x more than initial target. ~1.5 months early here. Congrats Zach!

AMD YOLO geohot.github.io//blog/jekyl…

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