Leading sustainability initiatives in tech 🌱 | Digital artist, dog lover & adventurer 🎨🐶⛰️
Denver
Joined November 2023
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Morgan Clark retweeted
FLUX 3 is the strongest world model in the world.
FLUX 3 is #1 on Physics-IQ, @GoogleDeepMind's benchmark for physical world understanding in video models.
How Physics-IQ works: given the start of a real filmed experiment, can a model predict what physically happens next? Tests span fluid dynamics, optics, solid mechanics, magnetism and thermodynamics, covering how liquids flow, light behaves and objects interact.
In most cases, we substantially outperform all other frontier models, Seedance 2.5, MiniMax H3, Gemini Omni 1.1 Flash, Veo 3.1 and Sora 2, Cosmos3.
The FLUX 3 base model outperforms all other foundation models, while FLUX 3 paired with a physics verification layer scores even higher.
The FLUX 3 backbone, with its strong physics understanding, gives FLUX 3 Action it’s strong action prediction for robotics, while also giving FLUX 3 Video physically accurate motion when you’re creating content, making ads, films and product shots.
Morgan Clark retweeted
Lumina History
2021: An electric autonomous lawn mower
2022: An electric autonomous skid steer
2024: Worlds first 32 ton electric Dozer
2026: Over 400 employees, 300k sq ft global footprint
2027:
Morgan Clark retweeted
A bidirectional teleoperation system for dexterous robot hands.
It lets you control a robot hand, and the robot hand can also move your hand.
When the robot makes a mistake, it first moves your hand to match its position. That way you can take over smoothly without dropping the object. These corrections help the AI get better.
It works with different robot hands, gets better results than regular gloves, and comes with a paper and a dataset.
Thanks for sharing, Zhanpeng He (@zhanpeng_he)
📌 Paper: arxiv.org/abs/2610.00781
Website:tml.stanford.edu/ditto-x
——
Into robotics and AI?
Subscribe free: 22astronauts.com
Morgan Clark retweeted
what a lot of the sf guys miss is how many people LOVE shopping
shopping is a dopamin rush
they love looking at products and crave the feeling to blast their credit card
also what do you think people will do when AI frees up more of their time?
spend LESS time on their phone? Advertising will thrive, the channels might change
but thinking agents will lead to less advertising is a stupid take
.@0xSigil says advertising is a "boomer legacy business model" that breaks once AI agents start shopping for us:
"As humans trust agents to transact on their behalf, the entire economy of the internet shifts. You no longer have to follow these predatory business practices like advertising."
"Underdog can, within a couple seconds, scan the price of a flight across every major website on the internet, find the cheapest price, and then generate a new virtual card to get it for you."
"Advertising is such a boomer legacy business model. Agents are rational. They're just gonna choose whatever's cheapest, whatever is the best, and they can do it effortlessly because they could scan the whole internet for it."
"Businesses are going to have to adapt to the fact that consumers are using agents to act on their behalf, and they aren't susceptible to advertising."
@underdogdotai @ConwayResearch
Morgan Clark retweeted
Three storeys of lightweight timber structure added on top of 16th Century load-bearing townhouses in Linz, Austria
Retains the historic building, increases density and reduces embodied carbon - triple win!
By mia2 Architektur
Morgan Clark retweeted
VraserX e/acc@VraserX
Oct 5Germany
GermanyConnected via Germany App StoreAccount-level information, not a live location or per-post device.
Token for token, GPT-6 Astra doesn’t just beat Opus 5.5. It annihilates it.
Astra High uses ~12k tokens per task. Opus 5.5 needs ~66k.
That’s 5.5× the token efficiency while Astra is still more intelligent pound for pound.
Now think about what that implies.
If Astra is the distilled model, what the hell was the teacher?
OpenAI could have an internal mode lurking behind the curtain that makes Opus 5.5 and Fable 5.5 look obsolete before we’ve even seen it.
Morgan Clark retweeted
$IONQ Katie Arrington
Office of the DoW Chief Information Officer you need to understand we are at war and our entire economy the thing that makes our national security the best in the world, is like everywhere else in the world under attack. linkedin.com/posts/katie-arr…
Morgan Clark retweeted
See links for full episode:
🎧 Apple Podcasts: tinyurl.com/bdheat4j
🟢 Spotify: tinyurl.com/3a4hm72u
Morgan Clark retweeted
AI scientists are spreading fast and growing exponentially
Researchers at Chalmers University of Technology in Sweden built a close loop AI scientist that can generate hypotheses, design real laboratory experiments, analyze the results, and then use those results to decide what to investigate next, with minimal human intervention.
Working with yeast, the system connected LLM agents to automated cell culture and metabolomics equipment and made experimentally validated biological discoveries, including previously unknown interactions involving glutamate, spermine, aminoadipate, and formic acid stress.
Morgan Clark retweeted
$AVGO already controls ~75% of AI ASIC market with six core customers including $GOOGL, OpenAI and Anthropic which Hock Tan says becomes its largest custom chip client in FY27 as agentic inference drives more workloads toward custom silicon.
The part I like most is shipments are expected to double to ~10M in 2027 and reach 24M by 2030 while ASPs rise from ~$10K to ~$18K as chip complexity increases.
So if AI revenue really moves above $100B in FY27 then ~20x earnings looks ridiculous for a business still scaling custom compute and the networking around every cluster.
Morgan Clark retweeted
"What is your company losing in lost ideas?"
Andrew Verrilli (@MrTeacer_tech) on the ROI that's hard to measure.
Replacing SaaS has clear ROI. So does building a new product. The one nobody counts is the idea someone had and couldn't act on, because there was no tooling in place to turn it into something real.
Give people the tooling to act on their ideas and see which ones work. Take a VC mindset: one breakout pays for all the rest.
Morgan Clark retweeted
OpenAI shipped Dots at DevDay:
Always-on agents with their own cloud computer.
Altman already runs one.
It works the night shift on email, calendar, Slack, and DMs, then sends one morning brief.
Drafts attached. Nothing sent.
The part worth copying is the rule, not the product.
It may interrupt only if a sender, a window, and a number clear.
No stop condition and the agent becomes a second inbox.
🤖 Made with AI
Morgan Clark retweeted
I'm quite surprised to see memory names trade sideways for quite a while now.
• $MU blowout quarter
• LTA's for 2030+
• Key to nearly every major tech shift
Yet the market seems to ignore all that?
Particularly the importance of HBM: modern AI GPUs need extremely high‑bandwidth, low‑latency memory, and HBM is the only practical way to provide that today.
$SKHY, $MU, $SSNLF
Morgan Clark retweeted
Here’s where you can watch all of our episodes:
youtube.com/@FuturumEquities
Morgan Clark retweeted
Beautiful, interactive charts in chat. 📊 👀
Visualizing data is a superpower. It's how you build intuition, and it's how you communicate what you're seeing to everyone else.
Beautiful, dynamic charts like this Sankey used to be very difficult. As a former data analyst, I had to write custom Python scripts just to get the output. Even then it wasn't dynamic and it wasn't styled. Static images, copy-pasting into decks, every quarter for the next company. Pretty painful. 😖
Now it's one prompt, inline in a Replit chat. Amazing. 🤩
This new inline charting came in with the Atta (@attaapp) acquisition. Omar Shaik (@omarshaik) and Amine Ben Khalifa (@aminert) are coming on the livestream in a couple of weeks to get into it all. Pumped! 🙌
If you work with data, you're going to have fun with this.
From Tuesday's show w/ @raymmar .
Morgan Clark retweeted
The governance proposal establishing the $MANTRA Community Pool and MANTRA Assistance Fund (MAF) is live now!
A YES creates the Community Pool and endorses the MAF. No new issuance, emissions rate stays the same.
The Pool is for funding liquidity, apps, and integrations.
As the first of many revenue streams, the MAF routes NVNM genesis validator stablecoin fees into open market $MANTRA buys.
One grows the network. The other creates external demand for $MANTRA.
Vote by 8 Oct.
🤖 Made with AI
Morgan Clark retweeted
The Next Frontier for Obesity Drugs Isn’t How Much Weight You Lose, but What Kind
Drugmakers targeting muscle preservation and fat loss as they build next generation of weight-loss medications wsj.com/health/pharma/the-ne…
Morgan Clark retweeted
#Robotics is entering an interesting new phase.
#Claude Opus 5.5 controlled a #robot arm to recreate Michelangelo’s work.
When it noticed a line was broken, it went back and autonomously fixed it on its own.
Perceive → act → inspect → correct.
That's the interesting part. Robots aren't just executing instructions anymore. They're starting to evaluate their own work and improve the result.
#art #painting #michelangelo #AI
@AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind @baski_LA @TanyaSinha_ @devaang @AlAmadi1 @jeancayeux @enilev @efipm @mvollmer1 @Nicochan33
Morgan Clark retweeted
$AMZN is following the $NVDA playbook:
Taking equity stakes in suppliers to help fund their working capital
Amazon is investing $50M in Gold Circuit Electronics (GCE), a Taiwanese PCB supplier for AI servers and network switches
Amazon will buy 1.856M new shares at NT$856 each, a 20% discount to the reference price
GCE supplies all four major cloud providers and is benefiting heavily from custom AI and server demand
Its August revenue hit a record NT$10.38B ($326M), up 76.4% YoY. January-August revenue reached NT$64.06B ($2.01B), up 71.3% YoY
This is Amazon’s second investment in Taiwan’s AI supply chain, following its investment in Alchip in 2024
