Insane stat, we are so early
98% of US households aren't paying for AI yet
More charts in State of Markets II: a16z.news/p/state-of-markets…
Idriss Potolot retweeted
MIT published a brutally honest report on what AI is doing to students.
A committee of professors and students spent five months studying how AI changed learning on campus, and the findings read like a warning to every university on the planet.
Study groups are disappearing. Office hours are emptying out. Problem sets and take-home exams no longer prove anything, because AI can produce credible solutions to almost any written assignment in the undergraduate curriculum. Students who lean on chatbots lose mastery and confidence, and some slip into what the report calls cognitive surrender, reaching for AI at the first hint of struggle.
The numbers are rough. 46 percent of surveyed MIT undergrads use LLMs daily. 90 percent worry about their own overreliance. Undergrads who feel AI makes them replaceable now outnumber those who feel it makes them capable.
The committee's answer surprised me. They refused to fight AI with surveillance. The report calls AI detectors unreliable, says lockdown browsers feel like spying, and warns that policing students builds a classroom atmosphere of mutual distrust.
Instead, MIT wants to rebuild education around the things AI can't replace. That means oral exams, semester portfolios, in-person project work, and a required social component in every subject. The report even floats the idea of rethinking grades entirely, since without a GPA to optimize, much of the incentive to cheat with AI evaporates.
The committee warns professors against replacing undergrad research assistants with AI agents just because they're cheaper, because a university exists to grow people, not output.
The most famous tech school on earth admitted the machines broke its way of teaching. Its answer is more humans, not more software.
Idriss Potolot retweeted
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
Form Energy raises $750M to build more 100-hour batteries for the grid techcrunch.com/2026/08/12/fo… via @techcrunch
In AI infrastructure, capacity is measured in gigawatts because the real bottleneck today is available electricity.
The scale: watt, kilowatt (x1000), megawatt (x1000 again), gigawatt (x1000 again).
Idriss Potolot retweeted
My cofounder Tim, whom you will not find on X, shares some of the strategic thinking behind our latest updates venturebeat.com/infrastructu…
Multi-day energy storage startup Ore Energy clinches $43M in new investment round tech.eu/2026/08/04/multi-day… via @tech_eu
Sequoia’s @shaunmmaguire leads $1B round for nuclear startup @valaratomics techcrunch.com/2026/08/03/se… via @techcrunch
Idriss Potolot retweeted
The AI boom is driving one of the biggest infrastructure expansions in history.
But what does that buildout actually look like – and what does it mean for energy systems?
We mapped every data centre in the world to find out. Watch what we uncovered 👉 iea.li/4bvR3Jn
Good direction: energy autonomy, environmental protection, competitiveness, and economic opportunity. @norrsken_org pushed for 50% in its Electro-Union letter, so 46% is roughly a doubling from today's ~23% electrified share. The real test is grid buildout speed.
The #Electrification Action Plan's indicative electrification target of 46% by 2040 could cut the EU’s fossil fuel import bill by €260 billion per year by 2040.
More details ↓
link.europa.eu/G8tfQX
Everyone's watching the GPU wars.
Almost nobody's watching who controls the wires between them.
@kandoubus just raised $225M to solve the memory interconnect bottleneck in AI, the physical layer most coverage ignores.
thenextweb.com/news/kandou-a…
🇳🇴Norway's Lace Lithography just raised €34.5M to replace light with atoms in chip manufacturing.
👇🧵
eu-startups.com/2026/03/norw… via @EU-Startups
The real story: today one company (@ASMLcompany ) makes virtually all advanced lithography machines. Every AI chip in the world depends on it.
Who controls the machine that makes the machine?
Idriss Potolot retweeted
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2/ AI is starting to look less like software — and more like infrastructure.
Every inference consumes compute. Compute consumes electricity. Electricity requires land, grids, cooling, and capital.
Intelligence is becoming industrial.
Why ‘hold forever’ investors are snapping up venture capital ‘zombies’ techcrunch.com/2025/11/25/wh… via @techcrunch













