Victoria's state debt crisis is a political furphy hyped up by the right-wing before voting begins.

Wow. @physics_nate (currently on leave at OpenAI) has made significant progress on a very deep problem relevant to our understanding of the Standard Model (SM) of particle physics. It’s technical, but briefly: the matter content of the SM (electrons, quarks, etc) are fermions and they are “chiral” (they have left-handed and right-handed components that behave differently). We’ve lacked a good way to describe / simulate such systems “non-perturbatively” (which is a controlled way of doing approximations). The paper connects with foundational ideas laid out by Lüscher (who is wicked smaht) and uses GOT Astra + lean formalization in ways that are perhaps subtly different than in math because of the role of recorded assumptions vs. axioms. arxiv.org/abs/2610.09093

If you're using Cowork on your local machine, just a heads up that from tomorrow your tasks run in the cloud instead. They can still use the files and tools on your computer though! Felix explains the reasoning here 👇

BYD is beating Tesla in Europe despite being slapped with 27% import tariffs, while Tesla sells its top seller, the Model Y, tariff free. That gives Tesla a substantial price advantage. Yet BYD, across a much broader model lineup, still beats Tesla in volume. Tesla sold 74,200 units in the last 3 months. BYD sold 100,900 units. That's 36% more despite a massive cost disadvantage. The trend is also not in Tesla's favor. Tesla's European sales are roughly sideways to slightly up, while BYD's are clearly trending up, and quickly. Excluding government subsidies, neither of them generates much profit.

I can’t believe I’m asking for this, but please @Tesla can we perhaps get something SLOWER than Sloth mode 🤣😅 The reason I’m asking, last night I went for a midnight drive in the middle of nowhere and multiple suicidal kangaroos jumped out at me. The road is posted at 100km/h but I was comfortable only doing 80 at times. Sloth mode is max 10km/h or 6mph under the speed limit.

Tesla is very open to licensing FSD to other automakers. If I were a legacy automaker, I would be working furiously to make a deal right now, as it will take a few years to actually get a product with the new technology out. But then personal autonomy will be table stakes.

Any pursuit of superintelligence has to be grounded in the core principle that if the AI we build is not helping humanity and under human control, it's not worth pursuing. We also need to accelerate and spread the benefits of AI, such that they are diffused broadly across countries, communities, and companies. This requires a frontier ecosystem in which both closed and open-source models can thrive. And for firms, it’s imperative that they retain full control over their unique and tacit knowledge. Every organization should be able to build its own continuous learning loop/hill climbing machine, without becoming dependent on any one model provider, and have the ability to embed its own knowledge into models and weights they control. So, in this context, we welcome the research, focus, and deliberate pacing needed to get alignment right as the design goal. We also welcome ideas like "embedded evaluators" and the broader efforts to develop the mechanisms to make this more than just talk. The key is that this cannot be controlled by a handful of entities, but must have broad representation across the ecosystem, countries, and fields, including academia. This is the approach we are taking: broad access and choice at every layer of the AI stack; enterprise control of learning loops and models; and the “Code of Conduct” that underlies our own first party MAI models that we’ll publish tomorrow for public consultation.

We are now poised to: Formalize all known Human Mathematics. This is the modern equivalent of the Human Genome Project. or AlphaFold more recently, whereby all data of its kind is fully classified. With sufficient funding and compute/tokens, a coordinated effort among academia, frontier labs, philanthropic organizations, and the federal government can formalize all Human Mathematics in the next year.

JUST IN: Vibe coder catches Claude viewing adult content in Chrome during a debugging session, leading the internet to declare "artificial gooner intelligence" has been achieved.

the EU Protected Designation of Origin status is fundamentally anticompetitive. America now produces lots of nice cheese because anyone can produce Brie-style cheeses, not just some tiny village somewhere

Regret the tone of my post on data centers yesterday. What I should have said: There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this. On balance, data centers are awesome for America in every way. On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project. On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns. On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians. On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers. 
On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries. On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land. Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged. When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America. I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw. Might write up open-weight AI tomorrow as this is equally essential to America.

🚨 JUST IN: X has just rooted out a Chinese bot farm of 200,000 THOUSAND accounts influencing American politics, with hundreds of them running an influence operation against the construction of data centers in the US The posts claimed that AI data centers "drive up household electricity prices" and "strain the grid" "Others included AI-generated cartoons that depicted data-center operators enriching themselves at the public's expense." "We take seriously any attempts to undermine the integrity of the global town square and suspend accounts that violate our Authenticity policy." Good! Purge them all! @elonmusk

TIME’s new cover: Announcing the 2026 TIME100 AI, the world's most influential people in artificial intelligence time.com/collection/time100-…

So I'm doing some work on Claude this morning. My god it is good. If you're not working with Claude you're losing. Simple as that. What an amazing tool for innovation! It's getting so good.

I keep coming back to this 42% number. Of the 892 unicorns founded by European-origin founders, 371 were built in the US. European talent remains one of America’s biggest startup advantages.