ai-supremacy.com

The Genius of Leopold Aschenbrenner

He essentially turned $200 million into $45 billion in two years, given back in a month and I'm not even clear what's left or what's next.

lennysnewsletter.com

Anthropic’s first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn

I joined in 2023 as Anthropic's first technical product manager, when the entire product team was five engineers, and has since helped ship every model from Claude 2 through Fable, and helped incubate Claude Code, MCP, Skills, computer use, tool use, and reasoning.

lennysnewsletter.com

Claude Opus 5 review: this model is brilliant (but annoying)

Why I think we've hit an intelligence overhang and what that means for which model variables actually matter now

ftav

This is nuts. When's the crash?

There is a potential '2008 real estate' analogy in AI infrastructure. Hyperscalers and neo-clouds have built data centers based on promises of future compute purchases, creating a credit-like structure tied to tenants whose long-term profitability is uncertain.

ai-supremacy.com

Datacenter Capex is Spilling over into a ChatGPT of Robotics Moment set for 2027 and this decade.

A capital frenzy period before a decade where a debt crisis will linger like a coming Tsunami. The robots and debt are coming and this introduces a new Geopolitics and pro-innovation and Defense style of Government that we have not seen in many generations (ironically becoming more like China).

oneusefulthing.org

The twilight of the chatbots

We are very bad at feeling exponentials from the inside, and we are currently inside one. I think this also explains the turbulence around AI better than the usual stories about hype. AI is not capable of being a real cybersecurity threat until suddenly it is, causing sudden and improvised policy changes at the highest level of government.

ai-supremacy.com

The Open Source AI China Problem Just got Worse

If every new Chinese model has the potential to debut in the top five best models by intelligence, that's a big problem for the AI industrial complex of the U.S. The China problem in AI for the United States isn't just there, it's getting worse.

readtheprofile.com

The Profile: The teenager who took on Meta (and won) & the modern athlete-turned-entrepreneur

Most companies are bolting AI onto old products. Notion did something much harder. It rebuilt itself from the inside out.

stratechery.com

2026.29: Mainframes and Main Characters

AI's ability to port the essential backend programs that run on archaic technology will mean those missed sales never come back.

ftav

A country is only as valuable as its eccentrics

The UK is the world's third-largest destination for private AI capex investment over 2013-25, behind only the US and China, according to Stanford's 2026 AI Index Report. Bank of America makes the argument that the takeover wave is a short-term facet of foreign direct investment that's shifting the UK economy in the longer term "towards higher productivity/capital intensity".

noahpinion.blog

Why I didn't sign the "We Must Act Now" statement (yet)

Geoffrey Hinton, one of the inventors of modern AI, famously predicted the end of human radiologists within a few years, only to see a boom in hiring and salaries for radiologists when it turned out that AI actually complemented their skills. So how the heck are businesspeople and inventors supposed to 'steer' AI toward being complementary to human workers?

platformer.news

The man who tried 200 to-do apps has some advice about AI

"I think staying ahead is wildly overrated," he told me. "This idea that everyone is selling — that you have to either get on the AI train or get left behind — is pernicious and frankly wrong."

upstartsmedia.com

Exclusive: Startup Adapter Launches With $17.8M To Bring New 'Cognition' To AI Tools

"It was obvious to us that 10,000 other people were going to go do the content thing," he says. For Ghetti, those "flashiest" uses missed the most important questions: how could we use technology to truly understand our own digital footprint, our own precious data? More importantly: if we got there, how would we control those treasure troves, so that we weren't putting the big AI labs like OpenAI in charge of our own "personal worlds"?

platformer.news

The loudest warning about AI and jobs yet

The implication is clear, and worrisome: employers are increasingly turning to AI systems to do the entry-level work that their junior workers once did. For the moment, that seems to be creating jobs for more senior workers. But what will happen should AI systems be able to do those tasks, too?

upstartsmedia.com

Radical AI’s Joseph Krause: The Scientist Building The ‘Waymo’ Lab For New Materials

"Regardless of what industry you care about, automotive and aerospace, manufacturing and defense, climate, energy, semiconductors, electronics, the most important industries in the world are all a direct result from materials R&D. So to us, it felt like the perfect blend where you have this technology that is completely changing the paradigm in discovery, and you have this field that's 100-something years old and hasn't had it happen yet. That's a place that we should attack."

ai-supremacy.com

Claude Fable Guide for Stock Analysis

The real version is more useful to you as an investor: the single most capable model Anthropic has ever released to the public was considered serious enough that a government reached for emergency export controls — and it's now sitting in the same app you already use.

lennysnewsletter.com

How tech workers are feeling in 2026: a workforce splitting in two

The question that best predicts how a tech worker feels about their work, in 2026, is no longer 'What do you do?' or 'Where do you work?' It's 'What has AI done to your sense of who you are?'

wired.com

British Space Startup Launches Longevity Lab Into Orbit

The lab will beam back data to train AI models to predict how proteins behind age-related diseases like Alzheimer's and certain cancers behave.

noahpinion.blog

Roundup #84: Bears on bikes

Our experiment involves 1,500 participants in 30 decision environments spanning core domains in economics and the social sciences…[W]e find that AI advice depolarizes choices on average, moving participants away from their initial leanings. This depolarization arises despite the LLM being measurably sycophantic: it disproportionately offers considerations that support users' initial leanings and uses agreeable and flattering language.

oneusefulthing.org

The twilight of the chatbots

We are very bad at feeling exponentials from the inside, and we are currently inside one. AI is not capable of being a real cybersecurity threat until suddenly it is, causing sudden and improvised policy changes at the highest level of government. Markets discount whether AI might threaten to undermine a business model until suddenly it can, leading to massive swings in stocks.

dwarkesh.com

Grant Sanderson – AI and the future of math

It's bizarre to have something with this superhuman breadth that knows all the fields so well, and yet isn't finding those lightning bolts that connect them. I think we're starting to see sparks of it actually finding connections between the things it's an expert at.

lennysnewsletter.com

🎙️ How I AI: GLM-5.2 review & How Gusto built a new product line with Claude Code

When AI does the building, coordination overhead doesn't scale the engineering; it just slows it down. The key: strip process to what the team actually needs, then let AI fill the gap.

noahpinion.blog

Will AI make companies outsource more, or less?

It raises the possibility that self-employment is the future of employment. It's easy enough to imagine a future in which relying on a group of other humans for your economic sustenance won't be as important — instead, we'll all be like little private ship captains, ordering around our crews of AI agents.

asteriskmag.com

Boarding China’s Last Bus

China's AI enthusiasm seems real. But for a population that lived through the mass layoffs of the 1990s, optimism and fear can look identical from the outside.

stratechery.com

2026.26: Summer Vibes

fretting about the future can foreclose an appreciation at how incredibly awesome this technology is, and that the possibilities really are endless. You can do anything — even organize your garage. That might sound silly, but technology, for all of its importance, is also fun, and I'm having a blast.

honest-broker.com

The Tech Backlash Gets Nastier—and Funnier

tech companies started raising millions of venture capital dollars and scraping my music without my consent. They now use his own work to generate 'shittier music with it that is inadvertently associated with my name—and then attempting to resell that in the same economy in which I make money from my music.'

upstartsmedia.com

Writer's May Habib On AI For Normals, Token Insanity, And Sexist VCs

"Anthropic and OpenAI salespeople walk in like heroes, get a contract, and leave to literally never be seen again." There's an adage in tech: nobody ever got fired for buying IBM. Habib proposes an update: "People should be getting f***ing fired," she says. "That's the best way to infuse some sanity into this market."

ai-supremacy.com

How Google's Waymo is Scaling Robotaxis in 2026

The striking part is not the total. It is the concentration. The money tripled while the number of deals collapsed: just 34 deals so far in 2026, against 99 across all of 2025 and 127 in 2024. Investors have stopped spreading small bets across dozens of startups and started pouring billions into the few players they believe will own the market.

stratechery.com

An Interview with Figma CEO Dylan Field About Design and AI

Figma was born of a technical breakthrough that leveraged WebGL to deliver powerful graphical capabilities in the browser; the browser made Figma collaborative, what I call the operating system of design. Figma has had a fascinating road: the company accepted an acquisition offer from Adobe in 2022, but due to regulatory resistence the latter was forced to abandon the merger in late 2023. Figma instead IPO'd in 2025, and after skyrocketing to a valuation of $56.3 billion, has since crashed to a market cap of less than $10 billion, less than half of Adobe's offer, thanks in large part to a market narrative that the company is an AI loser.

theconvivialsociety

Your AI Is Not a Tool

The care and intentionality is beside the point, and our confidence in such vigilance probably works against us in the long run. 'The teams using AI most carefully are the ones losing the ability to tell a good option from a merely safe one. The malformation doesn't skip the diligent. It recruits them.'

platformer.news

The CEO of AWS on why Amazon is hiring 11,000 interns and junior employees

Excel may have eliminated the jobs of people who calculated by hand, but those people learned to use computers — and the labor force expanded overall.

wired.com

28 Tips to Take Your ChatGPT Prompts to the Next Level

The model doesn't actually remember previous conversations unless you use the Memory feature or paste in prior context yourself. Each new chat window starts completely fresh, which means if you want consistency across sessions, you have to build that context manually.

readtheprofile.com

The Profile: The FTX founder’s life behind bars & Sam Altman’s executive coach

As AI commoditizes knowledge, Hudson argues that wisdom, self-awareness, and emotional intelligence will become the ultimate competitive advantage.

ai-supremacy.com

Codex, Cursor and the Great Beyond

Anthropic's Claude earns more revenue per user than ChatGPT does. That emphasis on B2B and superiority in coding models is really turning out to be a better commercial strategy.

platformer.news

This founder isn’t hiring junior engineers anymore

The fear of job loss is "super justified," she told me; in her view, AI has made hiring junior employees "extremely expensive and completely unsustainable for a startup," because every hire now competes with the leverage of what she calls a "1,000x engineer."

ai-supremacy.com

The Business Engineer in the Era of AI

Inside the companies pulling ahead — Anthropic, Cursor, Cognition, Replit, and a small number of others — a different unit shape had emerged: five-to-ten people, direct CEO reporting, broad decision rights, hybrid roles, communication overhead at roughly one-tenth of a comparably-staffed conventional product unit.

upstartsmedia.com

Using Living Brain Cells To Train AI, With TBC's Alex Ksendzovsky

"I think the pie in the sky, the North Star is real-time biological computing, where we're actually plugging biological networks or neurons into data centers for real-time inference, for things like intuition, for a personalized AI that's constantly learning, just like the brain does."

upstartsmedia.com

This Startup Says It's Beating Anthropic And OpenAI In Industrial AI

If 78% sounds like a lackluster C+ grade to you, Bhushan explains that a single person, even an expert one, would likely fail the same test, scoring maybe 10% at best. "These are questions that would be complex for a human to even attempt," he tells Upstarts.

notboring.co

Return on Tokens (ROT)

The promise of AI is that it will turn businesses into software so that they can evolve over millions of tiny iterations. Beautiful, ideal, complex things can only emerge as the result of tremendous trial and error over time. You cannot build perfection, only discover it.

platformer.news

How to help knowledge workers who lose their jobs to AI

It's a striking inversion of the pandemic, when the people who could work from home were the safest — and the essential workers who couldn't were the most exposed. That inversion is also why (like Edwards) Kinder rejects a standard San Francisco answer for AI job loss, which is to skip straight to universal basic income. If everyone gets a check big enough to replace a displaced software engineer's salary, she asks, why would anyone keep showing up to police the streets, build houses, or staff hospitals?

oneusefulthing.org

What it feels like to work with Mythos

The map required the AI to make judgement calls about hundreds of little choices, and it just made them, without me understanding the choices or having a chance to weigh in. In many ways, it is miraculous (I can always ask for edits at the end) on the other, it turns AI into the ultimate black box.

lennysnewsletter.com

🎙️ How I AI: Gemini Omni: Clone yourself with AI in under 15 minutes & Shopping with Claude

The worst websites often belong to the best manufacturers. Heritage brands that have been making quality products for decades frequently have terrible websites that are hard to navigate. This puts them at a disadvantage compared with Amazon or well-funded DTC brands. AI levels the playing field by making it just as easy to shop from a 100-year-old manufacturer with a clunky website as from Amazon.

noahpinion.blog

Roundup #83: I told you so!

The number of apps with significant usage is actually going down in the age of AI, even as people are releasing floods of new apps into the world. The deeper story here may be that demand for many of the things that generative AI produces might be a lot more inelastic than we thought. The things we really want a lot more of may not actually be the things that generative AI is yet equipped to provide.

upstartsmedia.com

Faking Rivals, 'Infinity Work' And LinkedIn Cringe, With Vanta's Christina Cacioppo

"There's a hype cycle game that sometimes works. And one model someone gave me was B2B software, AI whatever, in 2026 is much more like crypto in 2021, than [it is like] B2B in 2021. The hype matters. The hype goes into the next round. When you have that round and you have the valuation, you get more investors, you get more customers, you get more employees. Hopefully, then, you're using that to build real things, and rinse and repeat. But there is a hype 'fake it 'til you make it' game that I think can work."

wired.com

xAI Asks Court to Strip Alleged Grok Deepfake Nudes Victims of Anonymity

Four people suing Elon Musk's AI firm under pseudonyms due to the risks of being identified may face a difficult choice: Reveal your real names, or drop the lawsuit.

platformer.news

An economist's case against the AI jobs-pocalypse

I think some of the conversation around AI is deeply, deeply classist …. It feels like some of that comes from being a little high on your own supply of how amazing your technology is when you hawk it. And it comes from this idea that some workers are better or more special than others, which makes your technology better or more special. That's also a way of saying the value of other workers is a lot lower — so it doesn't matter if they're displaced, it only matters if these workers are displaced.

notboring.co

America Spins on Westmag

In the Electric Era, maintaining design leadership without manufacturing leadership is not a coherent strategic position, and one that gets less coherent the better you believe AI will get.

ai-supremacy.com

Midwifing the Next Species in a Datacenter 👩🏻‍⚕️

Nobody told you more than 220 companies that once hit billion-dollar valuations are now considered 'fallen unicorns'. The concentration of capital is also damaging - in that, the AI boom that has funneled more than $250 billion into OpenAI and Anthropic and reset valuations on entire classes of startups.

lennysnewsletter.com

A rational conversation on where AI is actually going | Benedict Evans

The right question about your job isn't 'What percent can AI do?' but 'Is this a task or a job?'