Andrea retweeted
Suddenly in the green by $7,000 on Meta. It could quickly become my largest position if it keeps running.
Andrea retweeted
Amazon is going to have to deal with Muse. There's no way around it. Agents are not going away. Amazon can't close their eyes and pretend they don't exist.
Today it's Muse, next it's ChatGPT's agent, then anthropics. Users will adopt these in huge numbers. Amazon will be forced to develop an verified and approved process for allowing agents to show for customers.
Andrea retweeted
I think Muse will beat ChatGPT and Claude for mainstream users.
It all comes down to IG data.
Muse fulfills a need that Claude / OpenAI can’t match.
For regular users, both are a Google Search replacement.
But Muse is IG search on steroids and soon people are going to realize how insanely useful this is.
Google ranks based on popularity.
IG data is billions of creators posting stuff they're experts in, in their very niche fields.
I asked for trendy bars in NY and Muse returned reels from creators on the ground. No other AI can do this.
Muse can even curate a feed. I wonder what’s next for that -- it’s already got me spending more time on the app than I expected.
Very bullish.
the most rewarding part about muse is seeing it make a difference for people who aren't in tech and don't give a shit about AI
seeing muse click for people in my life outside of tech, and watching them use agents without having to know what a CoT or MCP or CLI are, feels like what we've been trying to build towards the whole damn time
love all the musers ❤️
Andrea retweeted
Feeling good about this one:)
Googlebook is officially here! I’ve been so excited to share the details with the world.
Today, many of us rely heavily on laptops to get work done, but we think there is an opportunity to rethink the category to address the needs of people today. So we brought the best of ChromeOS and Android to create a new platform for laptops.
Our initial focus with Googlebook is to deliver an amazing laptop that feels awesome for Android phone users.
Here’s what to know about Googlebook 🧵👇
Andrea retweeted
Amazon will have to change directions quickly.
I can already see the Meta representatives talking to Amazon "Sure, if you want to block us, that's unfortinate, we'll just send all our customers to Walmart and shopify"
Amazon does not win in that situation, and agentic commerce is not going away.
Andrea retweeted
Teaming up with Shopify to make shopping and checkout easier in Muse. Shoppers find more. Shops sell more. More partnerships like this coming soon.
Andrea retweeted
Opening access for developers to build Muse connectors. You bring the API -- Muse brings the agent, the browser, and the context of what the person actually wants. People reach your service just by asking for it, and their agent takes it from there.
New connectors are live today. Come build with us. muse.ai/platform
Andrea retweeted
We believe strongly in the necessity to invest into alignment.
1. People and businesses will only use agents that are aligned with their intent and values. If we do not build models aligned with people and businesses, then they will move to more aligned options.
2. Every lab should have a strong governance framework across training and deployment. This should include external evaluators, which are best practice for transparency, and independent oversight on things like safety criteria for model launches.
3. Every lab will need to operate within institutional protections of democratic countries. This means labs face significant liability if their models cause harm. This will push the ecosystem in the right ways.
4. Advances in the field are ultimately downstream of compute and resource allocation. Racing on recursive self-improvement is one of the riskiest pathways for potential loss of control to powerful models. Meta is committing the significant majority of our compute towards serving people rather than racing on RSI, and other labs can choose to do the same.
AI is a very powerful technology, and there is immense responsibility in developing it safely alongside the right checks and balances.
Last month I wrote about how we can build a positive and safe future for everyone: meta.com/thefutureisforevery…
Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens.
The reality is:
- People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned.
There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind.
- Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well.
Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built.
- Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators.
- Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well.
I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.
Andrea retweeted
Last month I wrote about how we can build a positive and safe future for everyone: meta.com/thefutureisforevery…
Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens.
The reality is:
- People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned.
There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind.
- Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well.
Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built.
- Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators.
- Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well.
I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.
Andrea retweeted
Dario is worried that Anthropic models have a chance of killing humanity in the future, but he won’t slow down unless he can preserve “commercial competitiveness” by forcing others who are behind him to slow down as well. Am I getting that right?
Andrea retweeted
Would be fascinating to hear from Liang Wenfeng, Tang Jie and Yang Zhilin (DeepSeek, Zhipu, Moonshot)
Andrea retweeted
I’ll share a thought on the Uber and Tesla Robotaxi debate.
The best comparable we have to an already successful robotaxi is Waymo specifically in San Francisco.
San Francisco a uniquely good city for robotaxi. The geography is compact, the trip density is extremely high, the customer is affluent and full of tourists, the weather is usually good, the travel speed is safe and slow. All of this is really helpful when managing a fleet of cars. It maximizes the efficiency and economics of Waymo. SF is the ideal place to start a robotaxi network and that’s precisely why Waymo decided to start there.
But another way of saying this is *almost every other place in the US is not as ideal for robotaxi as San Francisco*.
Now during Waymo’s expansion and saturation of SF consider the fact that Uber has continued growing there this entire time. Ubers gross booking in SF accelerated in q4 2025. In q1 2026 ubers category position improved in SF. In q2 2026 Ubers trips accelerated again compared to q1 in SF.
Odd right? In the single best market possible for Waymo, and Uber continues to grow gross volume and trips every quarter?
Now consider the fact that almost everywhere else in the country is meaningfully worse of an environment for robotaxi fleet than SF.
Population density is lower, making flexible fleet size much more important (which favors uber over robotaxi). Other areas have far less consistent demand requiring flexible networks where humans can jump on only when needed.
This flexible demand issue is incredibly important. Either you have enough cars to handle demand spikes and too many when not, or only enough to handle moderate demand and not enough to handle spikes. Either way the robotaxi is not as efficient of a network as uber in areas of highly dynamic demand.
This is why I continue to believe that robotaxi will not have the impact people believe it will. There are a lot of nuances here most investors aren’t thinking about.
$TSLA $UBER
Andrea retweeted
Accelerating genomic discovery with Google Antigravity 🧬🚀.
We’ve integrated the new AlphaGenome Atlas Skill into our scientific workbench. Watch researchers Natasha and Kyle use AI agents to quickly prioritize variants and generate structural plots and build testable hypotheses.
Start optimising your workflows today
Andrea retweeted
AlphaGenome Atlas is an interactive resource, mapping the predicted impact of all 9 billion DNA variants.
It works in a regular web browser, without any coding required, and is free for academic researchers. Excited for the discoveries to come.
Andrea retweeted
We’re launching AlphaGenome Atlas: an AI-powered searchable database mapping the predicted impact of all 9 billion possible single-letter DNA changes.
Here’s how it could help researchers better understand our biology 🧵
Andrea retweeted
With AlphaFold we mapped the protein universe - now with AlphaGenome Atlas we’re charting the human genome. It can predict the impact of all 9 billion possible single-letter DNA variants, helping scientists better understand disease. Freely available for academic research: alphagenome.google/atlas
Andrea retweeted
Muse Voice Transcribe is MSL's first real-time audio perception model -- rolling out today. SOTA in streaming speech-to-text, it handles speaker diarization, and endpointing natively in a single model.
