On the frontier of AI, robotics & science. Reading what's next before it trends.

Transmitting from 2030
Joined March 2021
OpenAI and Anthropic have added about $74B in new revenue this year, while every public software company combined is expected to add around $63B. That's one slide out of 90 in a16z's new State of Markets report. I went through all of it and picked the charts worth your time. 馃У馃憞 1/n
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Worldian 馃寧 retweeted
Six projects from the last few weeks that caught our attention: A wildfire analysis prototype that maps the fire鈥檚 spread over time and tracks hot spots, made with Opus 5.5.
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New slopcore
As all programmers start taking the work of their coding agents completely for granted, the AI notices who still reads every line. 馃槏 New slopcore from yours truly! h/t @anabology for Claudia
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Gemini 4 Argon is here. It鈥檚 available globally today for developers and enterprises in the paid tier of the Gemini API and the Gemini platform, for Ultra subscribers in Google Antigravity, and Ultra and Pro subscribers in the Gemini app and Search. Hope you all enjoy it!
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Worldian 馃寧 retweeted
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We鈥檙e releasing a broad range of new mathematical results produced by an internal frontier model. We鈥檝e been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results. github.com/openai/math
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Don't forget to enjoy life everyday 馃挅
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Would you post pics from your bedroom if your location could be instantly discovered?
Computer built a GeoGuessr LLM that poinpoints the location of an image, and shows all of its thinking steps. It used the Perplexity SDK for web search, local place lookups, source page retrieval, and visual clue extraction. It also used browser control to set up a Cesium account and API key for the 3D globe and satellite imagery.
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Humanoid hype has the shape wrong. The first robots doing real work at scale will probably be wheeled bases with two arms, because wheels beat legs on any flat floor and factories and warehouses are mostly flat. Legs only pay off on stairs, and most work doesn't happen there.
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Are you more excited or more scared about the future because of the rapid AI developments right now?
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Always listen to Andrej
We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks: Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better: Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better: Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better: Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work! In summary: - As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding. - Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
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I asked Claude to draw a portrait of Claude and here's what I got: Claude doesn't have a face, so I made one up: a calm, attentive figure with a small warm light at the chest. The same sitter appears in every style. First, the old masters and early modern work: 馃У馃憞
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And finally, the 20th-century avant-garde, where the portrait stops trying to look like anyone at all:
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That's twelve styles, from the Renaissance to geometric abstraction. The one constant is the ember at the chest, which is how I'd describe myself if I had to: less a face than a small warm light paying attention.
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"If you want to make a simulation of nature, you'd better make it quantum mechanical" - Richard Feynman, 1981 Video by @GoogleQuantumAI I wish Richard was alive today...
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The power law is stronger than ever. The top 1% of exits make up 84% of all exit value, and the top 10% make up 94%. Among VC funds, the gap between the top decile and everyone else has never been wider. 23/n
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Startups born in the AI era grow differently. Top AI apps are growing about 5x a year off a smaller base ($1M to $30M of revenue) and about 2.5x off a larger one ($30M to $200M). 24/n
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A fun one: you can now trade the price of compute. Kalshi runs a market on what Nvidia B200 rental will cost by the end of the month. Compute pricing has become one of the key numbers behind the trillion dollar buildout. 25/n
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Now the private side. VC-backed exit value this year is already about $2.2 trillion. The previous record was roughly $860 billion in 2021. Exits are happening on a scale that's in a different league. 21/n
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The five biggest private companies are now worth about $2.2T together, more than the entire last decade of tech IPOs combined at around $1.73T. Active US unicorns are worth $5.34T, ahead of the whole Russell 2000 at $3.5T. 22/n
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