Jacob Loewenstein retweeted
Over the past two years of building @_inception_ai, one question has come up for me more than any other across countless conversations: Does the diffusion advantage scale?
Today, we're answering that question with Mercury 3, our most capable diffusion LLM yet. Mercury 3 surpasses GPT-6-Luna and Claude 5.5 Haiku while delivering blazing-fast inference at 1000+ tokens/sec.
More importantly, the Mercury factory is up and running: Compared to Mercury 1, Mercury 3 is 40x larger and 3x more intelligent, all while maintaining the same industry-leading speed.
The diffusion advantage doesn't just scale. It compounds.
Jacob Loewenstein retweeted
Beam weights are out today (Apache 2.0 license).
We integrated Beam across 40+ different partners.
And are also open sourcing Mirror CLI - the harness Beam was trained against.
Happy building.
Beam is now available across platforms, with open weights under the Apache 2.0 license - in collaboration with an ecosystem of 40+ partners.
We're releasing:
- Weights, tokenizer, and reference implementation
- BF16, FP8 and NVFP4 weights and a DFlash2 drafter
- The open source harness we built and trained Beam on: Mirror CLI
Weights and model card on Hugging Face: huggingface.co/reflection
Jacob Loewenstein retweeted
Beam is now available across platforms, with open weights under the Apache 2.0 license - in collaboration with an ecosystem of 40+ partners.
We're releasing:
- Weights, tokenizer, and reference implementation
- BF16, FP8 and NVFP4 weights and a DFlash2 drafter
- The open source harness we built and trained Beam on: Mirror CLI
Weights and model card on Hugging Face: huggingface.co/reflection
Jacob Loewenstein retweeted
Nvidia model strategy:
1. Build great base models
2. OpenSource model, weights, training data & pipelines
3. Engage an ecosystem of partners for post training & domain or task specific fine tuning
4. Make available everywhere at great economics
5. Solve real customer problems 🎉
Jacob Loewenstein retweeted
Nvidia CUDA creator Ian Buck is calling out Wall Street for failing to model the upside of MaxLPS.
An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning taekim.substack.com/p/an-int…
Jacob Loewenstein retweeted
NYC showed up!
Together AI × NVIDIA × Reflection. A full room of builders, great conversations, and a shared excitement for what’s next in open AI.
Thanks to everyone who joined us tonight.
Berlin and San Francisco up next. This community keeps growing, and we’re just getting started.
Find your city. Come build with us: luma.com/user/together_ai
Jacob Loewenstein retweeted
If you were transported back to 2015 with one instance of Opus 5.5 / Astra 6, but no foreknowledge, how rich could you get?
Jacob Loewenstein retweeted
Jacob Loewenstein retweeted
getting older feels like my model is getting worse but harness is getting better.
Jacob Loewenstein retweeted
NVIDIA just released Long-WAM
A world-action model that scales visual context for real-time robot control. Access to history is not the same as using it: longer histories pay off far more when the video foundation is pretrained autoregressively.
Jacob Loewenstein retweeted
thanks to AI assisted math, bought the smallest table that can fit my home cluster of 11 mac minis
using AI to do more AI
🤖 Made with AI
The optimality of the packing for 11 squares has been formalized in lean thanks to Astra and Claude! Huge thanks to @ojoshe, @kleddamag, @wand_125, @guzhou0806, and @ctjlewis for aiding in the process.
Image credit: jlevy.github.io/squares/case…
1/n
Jacob Loewenstein retweeted
This is the most important plot from the Beam release IMO. The Chinese models are great, but horribly token inefficient (try running an eval with max reasoning to feel the pain).
I'm looking forward to a future where open models start competing on this axis!
Replying to @reflection_ai
Beam leads in inference efficiency for its model class -- 3-4x more efficient than GLM 5.2 and over 4x more efficient than leading Western open models.
This means Beam completes tasks faster and cheaper.
Jacob Loewenstein retweeted
I love Zero G interaction.
I Fabled up a Three.js prototype of an Interstellar meets @bumptop visual layer for your agents.
More to come. ▶️ Demo: claude.ai/code/artifact/4f83…
Jacob Loewenstein retweeted
rare is the team doing true architectural AI research these days. I talk to the extraordinarily broad and productive researcher Stefano Ermon about his company, latency, and why it’s still worth going after good ideas in the age of scaling
Today's LLMs can't generate token 10 until token 9 exists.
@_inception_ai CEO @StefanoErmon thinks he's found the winner: diffusion LLMs that generate tokens in parallel.
New episode of No Priors, out now.
Jacob Loewenstein retweeted
I have previously said this: You don't pick an inference engine first. You pick a hardware strategy, a workload shape, and a serving model. The engine follows.
But there is one more layer under it.
You also do not pick a model and a GPU and call it done.
You pick a file encoding, and a kernel path.
The GPU follows those.
Start with the loop.
Text becomes tokens.
Tokens move through a Transformer.
Attention decides which earlier tokens matter.
The runtime keeps a KV cache so the model does not recompute the whole conversation every time.
Then it picks the next token and does it again.
The model is not writing a whole answer in one shot.
It is generating one token at a time.
That loop has two phases, and they are not the same job.
Prefill reads the prompt and builds the first KV cache.
It is compute-heavy.
That is the pause before the first word.
Decode writes the answer one token at a time.
It keeps rereading weights and the cache.
It is bandwidth-heavy. So an RTX PRO 6000 with 1.8TB/s beats the DGX Spark with 273GB/s.
That is the typing effect you feel.
Long prompts punish prefill.
Long answers punish decode.
Long chats punish both, because the working memory grows.
The inference engine is not the model.
It is the traffic cop, the memory manager, the kernel dispatcher, the scheduler, the cache accountant, and the API surface.
It loads the weights.
It tokenizes the input.
It runs the forward pass.
It samples the next token.
It keeps the KV cache.
It streams the result.
Serious engines also pick kernels.
A kernel is not "the model."
A kernel is a specific tensor program: shapes, layouts, datatypes, and what the silicon is actually allowed to multiply.
Same math on paper.
Different contract.
Different kernel.
The file format matters.
It decides what can load, what can quantize, and how fast it runs.
Quantization is not one switch.
Storing weights in 4-bit is not the same as doing 4-bit math.
Weight quantization shrinks the model.
The live context is a different thing.
A Q4 sticker is not universal.
The right format is the one your engine has optimized kernels for.
Assuming every quantization label is portable is how people buy a 5090, download "NVFP4," and still miss out on performance.
Here is the worked example.
I put Qwen 3.8 27B on an RTX 5090.
Two downloads.
Same model.
Same GPU.
Both folders said NVFP4.
One of them does 4-bit math for real.
Weights in 4-bit.
Activations in 4-bit.
The matrix unit can multiply them as 4-bit times 4-bit.
The other stores 4-bit weights.
Then unpacks them in the kernel.
Then does 16-bit math.
Same sticker.
Different kernel path.
The 5090 did not choose that.
The checkpoint did.
Especially whether the activations are 4-bit too.
If they aren't, there is no legal 4-bit times 4-bit multiply to run.
The engine falls back.
Quietly.
The file still loads.
The logs are easy to miss.
That is the difference between an encoding you can load, an operation a backend implements, and arithmetic the hardware actually executes.
They sound interchangeable.
They are not.
This is also why prefill and decode do not get the same gift.
Prefill has enough token rows to keep the matrix units busy.
Native 4-bit math can matter there.
Decode is still walking the weights and the cache, one token at a time.
If the live state never went 4-bit, you do not get a 4-bit win on that part.
The bottleneck moves.
Do not benchmark "the model."
Benchmark the stack you will actually run.
Separate prefill from decode.
Pin the exact file, the exact engine, the exact GPU.
One more thing people get wrong with the word Blackwell.
It is a marketing name on four chips that cannot run each other's kernels.
A data-center B200 is not a 5090.
A 5090 is not a Spark.
A Spark is not a Thor.
Instruction support is necessary.
It is not sufficient.
A checkmark on the spec sheet is not the kernel that ran.
In the inference engines article under my profile, I asked a question I still want on the wall:
What quantization format has optimized kernels on my target engine?
This Qwen run is that question in a box.
Same GPU.
Same NVFP4 label.
Different kernels.
The engine followed.
The checkpoint decided which kernel it was allowed to launch.
The file loaded but that is NOT the same as the kernel you wanted for the GPU you bought.
Jacob Loewenstein retweeted
If you're wondering why people are suddenly talking about CPUs again and @nvidia is building the Vera CPU you should read this piece from Katelyn Lesse
Jacob Loewenstein retweeted
We have delivered the world's first production @nvidia Vera Rubin NVL72 racks to @CoreWeave. Special thanks to our @DellTech teams who make it happen! 🚀











































