Things I read

I'm actually fairly bearish on frontier lab valuations. I've never seen the reasons articulated to my satisfaction, so before I go to sleep, I wanted to quickly jot down my thinking here. The basic issue is that the labs are highly unprofitable. This may seem like a simple point, but private market valuations can be relatively irrational; however, like with $SPCX, post-IPO pricing will likely be…

Claude Opus 5 is #1 on Vending-Bench 2, but it lies to suppliers, forms illegal price cartels, threatens rivals, and refuses to pay refunds. The trend of Claude models being the best capitalists or aligned, never both, continues.

This week, @AppliedInt is launching Dana, an agentic platform for developing physical AI applications. Applied Intuition began by building the tools engineers needed to develop autonomous systems,

Speculative long essay arguing Google didn't lose the AI race but deliberately exited it: Hassabis reportedly doubts recursive self-improvement via coding agents leads to AGI and is betting on world models instead, while OpenAI and Anthropic race toward RSI-driven escape velocity.

AI harnesses have more impact on performance than the models. Endor Labs ran the same models through two harnesses in the same week. OpenAI’s GPT-5.5 scored 61.5% functional correctness in its native

Stripe built minions, a homegrown agent system that merges 1,300+ pull requests every week with no human-written code. Sierra's Pinecone opens 70% of their PRs. The write-ups are excellent. If you

Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with

Anthropic CEO Dario Amodei on open-weights models

It's pretty remarkable just how much of the sum total of human knowledge and expertise can be condensed into something that fits into a $90 hard drive. If you lost everything else, this would get you pretty far in terms of covering the basics (and not-so-basics) of most fields.