全部 AI 动态

I just asked Grok @Bot to research the most fun Lego Star Wars kits for young kids and order them. As easy as that.

I met a lead design engineer working on Google’s TPUs. He told me that AI has already taken over most of their design work and does it more efficiently than humans. He said they use their own internal model, which is much smarter than the publicly available Gemini, and they’re really happy with it. That got me thinking: 1. What do I need to do to avoid being replaced by AI as an engineer? 2. It sounds like Google already has a more capable model internally. When will they release it? 3. X support is fucking trash. The world really is changing fast.

Bro… you still open websites, add things to your cart, and type in your credit card info just to buy something online? I just text my @bot what I want, and it handles everything. Literally finds it, checks out, places the order, and sends me the receipt. I don’t even open a single website. The future of shopping is having your own AI do it for you. Browsing websites and doing all these things yourself is so… 2025. 🤣

Okay, this is wild... I gave Grok Bot a photo of my credit card. It figured out what I needed for work, found the best deal, and added it to my Amazon cart. I didn't even pick the product. 🤯

"Labor and capital are about to divorce because capital doesn't does need your labor, it'll just hire GPUs. So you need to own the means of production." - Emad Mostaque, founder of Stability AI: "In 2 years' time, if your job is on the other side of a screen, you will be the dumbest person on the team that drags down everyone else because all your colleagues will be AIs. And so the value of your cognitive labor is negative. They would pay you not to be a part of the team. As of this week, we are no longer the smartest things on this planet. " --- (Full video on 'Risk Takers' Youtube channel, linke in comment)

看到陶哲轩在TL上被群嘲🤡 陶哲轩为了贬低AI，设计了一个思想实验，说AI设计了一个药能治愈癌症，临床试验成功但是其机理不明人类无法理解，那你还敢用这个药吗？ 陶哲轩不知道的是，这在生物医学领域简直稀松平常🤡 所以做思想实验不要离开自己熟悉的领域🤡

Assorted things I've been mulling over regarding agents in the economy: • Companies are in some sense the original superintelligence. It's often the case that they can use their amortized cognitive surplus to advance their interests against those of certain consumers: relative to the optimization capacity of companies, consumers can be inattentive, underinformed, irrational, etc. (Think, say, of some of the classic insurance upsells at the end of a booking process, which is typically priced substantially above what a regular policy would cost.) Herbert Simon introduced the idea of bounded rationality, and firms often end up benefiting from it. Thanks to personal agents, we will probably get somewhat more rational in how we engage with companies. • How exactly will outcomes change? Well, certain kinds of price discrimination will work less well (how do coupons work if every agent hunts fastidiously for them?), and certain kinds of customer cross-subsidy will change (today, people who forget to cancel subscriptions subsidize those who don't). Taken across the economy as a whole, I'm not sure what the incidence of all of this will be. • In corporate strategy, people have long debated the relative importance of distribution and product quality. Perhaps you've made something better, but does anyone know about it? Won't people just continue to buy the ACME Corp Mousetraps? Personal agents will, I think, act as a kind of structural subsidy for product quality. How would markets look different if individuals always spent at least 10 hours researching their purchases? On the margin, focusing on making a product better is, I think, going to become a more effective strategy for companies. This is good! • It true, a corollary is that information about product quality will become more important and impactful. Today, most people have very limited ability to aggregate and integrate such data, but agents will have insatiable thirst for such signals. (It's often said that data is becoming more valuable because it helps in the training of models. That's obviously true, but I think there's a secondary way in which it's more valuable simply as a complement to cheaper intelligence.) • A big question is whether agents will increase superstar effects (rational agents all settle on the same product) or increase dispersion (because everyone has slightly different tastes and preferences, which agents are good at eliciting, finally overcoming the artificial clustering we've been subjected to). • Many internet companies have monetized demand routing, which is in turn often predicated on short attention spans. "I'll click on the first thing I see." This has led to some amount of inefficiency, as companies try to propitiate capricious ranking algorithms and incur various placement fees. It's not all deadweight loss (willingness to pay is itself a kind of signal, which is valuable to buyers), but it's not great. How will the nature and value of this routing change in a world of personal agents? I don't know the answer, but I think that the effects might be pretty big. • Much of what I'm writing hinges on the assumption that personal agents will be on the consumer's side. I suspect that that will be the winning strategy, but whether it's true, and what it means to be true, involves a lot of other questions. Taken as a whole, the market is a massively parallelized, decentralized, and highly imperfect value attribution machine, and, taking stock of all of the effects, it seems to me that the quality point may well be the biggest: that agents will change the nature of the backpropagation such that the rewards for better products increase. Maybe this is too optimistic, but I suspect (and hope) that companies that make things that they're proud of will feel that the universe is a little more partisan in their favor.

Understand the universe with Grok

Here is what I know for sure. There is a new revolution with @Grok @Bot and although I am pioneering its use in physical industries like printing, packaging, beverage, injection mold, vitamin capsule and dozens of other clients in the pipeline, the world need millions of folks like me to do this. Any AI company that does not build an army of folks like me to make practical in the real world the use of this agentic AI in the real world will loose to those that do. And once Optimus is ready, folks like me are ready to extend this to a robot form. I will write more about this opportunity soon. For now know it is not a theory, we are doing it out of my garage. Today was a massive success!

you are *not* ready for what i've concocted for this app since posting this. hot damn Opus 5.5 is changing my life, dude. ambient intelligence, with @typesafeai's Jev as your agent's tendrils. meaning: your agent is always with you, sees what you see, uses your computer through Jev, writes and dictates text on screen through Haiku (so it's fast and cheap), and reasons // acts as your agent. for me that means Opus 5.5 via CC. turns out when you are building something and tell claude "my primary goal is for this to feel magical for the user. like it shouldn't be possible"...it works. 😅

Recent work from SemiAnalysis estimates Anthropic could have 88% margins after compute costs for their inference business. That INCLUDES the "heavily subsidized" subscription business, which is still served at a 50% compute margin. But what about training costs? Even if you assume 70% of compute is going towards R&D, you still blend to a 60% company level margin. Add in your assumptions for data & talent costs and you can start to see how the market could be very wrong about frontier lab profitability and the sustainability of the AI buildout.

Assorted things I've been mulling over regarding agents in the economy: • Companies are in some sense the original superintelligence. It's often the case that they can use their amortized cognitive surplus to advance their interests against those of certain consumers: relative to the optimization capacity of companies, consumers can be inattentive, underinformed, irrational, etc. (Think, say, of some of the classic insurance upsells at the end of a booking process, which is typically priced substantially above what a regular policy would cost.) Herbert Simon introduced the idea of bounded rationality, and firms often end up benefiting from it. Thanks to personal agents, we will probably get somewhat more rational in how we engage with companies. • How exactly will outcomes change? Well, certain kinds of price discrimination will work less well (how do coupons work if every agent hunts fastidiously for them?), and certain kinds of customer cross-subsidy will change (today, people who forget to cancel subscriptions subsidize those who don't). Taken across the economy as a whole, I'm not sure what the incidence of all of this will be. • In corporate strategy, people have long debated the relative importance of distribution and product quality. Perhaps you've made something better, but does anyone know about it? Won't people just continue to buy the ACME Corp Mousetraps? Personal agents will, I think, act as a kind of structural subsidy for product quality. How would markets look different if individuals always spent at least 10 hours researching their purchases? On the margin, focusing on making a product better is, I think, going to become a more effective strategy for companies. This is good! • It true, a corollary is that information about product quality will become more important and impactful. Today, most people have very limited ability to aggregate and integrate such data, but agents will have insatiable thirst for such signals. (It's often said that data is becoming more valuable because it helps in the training of models. That's obviously true, but I think there's a secondary way in which it's more valuable simply as a complement to cheaper intelligence.) • A big question is whether agents will increase superstar effects (rational agents all settle on the same product) or increase dispersion (because everyone has slightly different tastes and preferences, which agents are good at eliciting, finally overcoming the artificial clustering we've been subjected to). • Many internet companies have monetized demand routing, which is in turn often predicated on short attention spans. "I'll click on the first thing I see." This has led to some amount of inefficiency, as companies try to propitiate capricious ranking algorithms and incur various placement fees. It's not all deadweight loss (willingness to pay is itself a kind of signal, which is valuable to buyers), but it's not great. How will the nature and value of this routing change in a world of personal agents? I don't know the answer, but I think that the effects might be pretty big. • Much of what I'm writing hinges on the assumption that personal agents will be on the consumer's side. I suspect that that will be the winning strategy, but whether it's true, and what it means to be true, involves a lot of other questions. Taken as a whole, the market is a massively parallelized, decentralized, and highly imperfect value attribution machine, and, taking stock of all of the effects, it seems to me that the quality point may well be the biggest: that agents will change the nature of the backpropagation such that the rewards for better products increase. Maybe this is too optimistic, but I suspect (and hope) that companies that make things that they're proud of will feel that the universe is a little more partisan in their favor.

Nicki Minaj at @theXtakeover today: “Grok @Bot has changed my life. It’s amazing. You’re able to create employees for your company, assistants. It probably has been used to save my life recently.”

https://x.com/i/article/2108928845969780736

Qualcomm CEO reveals AI companies want phones running 100-billion-parameter models continuously by 2028--and confirms some are building phones Cristiano Amon: “I have to be careful not to disclose names, but some AI companies—some of the companies at the forefront of AI—are telling Qualcomm, ‘By 2028, I need to make sure that I have the ability to run at least a 100-billion-parameter model in a phone, and I need to have this thing running kind of all the time.’” Alex Heath: “So you’re saying there are AI companies that are talking about—” Cristiano Amon: “Well, AI companies are starting to do phones.”

It’s feeling really magical inside of Shopify right now. It’s clearly the greatest time in the history of tech industry right now. I hope it feels similar everywhere else.

Mercor is building a world-class research team. As the leading AI data provider, we are uniquely positioned to combine benchmarks, data production, model training, and economics research to advance model productivity. We are committed to sharing our findings with the world. DM me if this sounds exciting. https://www.mercor.com/blog/why-mercor-is-building-a-research-team/