#大佬观点

OPENAI IS NO LONGER EVEN TOP 5 ON AA ANALYSIS AFTER KIMI K3.1

This is GPT-6 Astra. Anything you can do on a computer, Astra can do for you. Fast.

That's how Kimi AI are promoting their new model Kimi K3.1 pro and I know all the influencers working with them and none of them are honest,I have posted about it myself but I didn't join this and never used their templates that they provide. PROPAGANDA, I have more to share it's f**cked up I'm gonna have follow up for this

Agents across the SDLC are a step toward a software factory. Then the harder work is engineering the system around them. My take on the path to bounded L4 software engineering, and why engineering teams need to BUILD and OWN that SYSTEM. https://x.com/i/article/2112960939901480961

NYU professor Aswath Damodaran ("Dean of Valuation"), published a long blog and says Anthropic’s IPO will be priced on run-rate revenue rather than valued on cash flows. > Justifying a $1.5T to $2T value for Anthropic requires very fast early growth, operating margins rising to 30% or more, compute costs growing slower than revenue, and risk falling to average as regulation and business models settle. > H1 2026 losses of $8.7B at Anthropic and $21.6B at OpenAI, excluding non-cash charges, rule out earnings multiples, making ARR the AI equivalent of dot-com eyeballs and social-media user counts. > ARR has no standard: OpenAI’s $50B counts partner sales net, Anthropic’s $65B counts them gross, and grossing up OpenAI produced the roughly $70B figure investors circulated. Both annualize monthly, a choice either can change. > VC rounds here price the IPO rather than value the business: Anthropic’s May round raised $65B at $965B post-money when expected IPO pricing was $1.15T, a haircut for delay or disappointment. > Pricing will likely migrate to 2030 or 2036 revenue and earnings, where 25 times 2036 earnings looks cheap only when wrongly compared with today’s multiples on current earnings. > The cheaper lab depends on the yardstick: at $1.5T to $2T, Anthropic looks cheaper on current and year-end ARR, OpenAI on 2030 revenue, compute and users, and both may simply be overpriced. > No listed pure-play peer exists, since Gemini sits inside Alphabet, xAI inside SpaceX and Muse inside Meta, so Anthropic will be priced against OpenAI’s private rounds or the Mag 7 and SpaceX.

I trust Grok Bot with ALL my finances. Now, all 5 of my credit cards are saved in the vault. People think I’m crazy to do so... but if you think about it, people hand their credit card to a random waiter all the time and watch it disappear into the back. For me, I'd rather have mine secured by the smartest AI in the world. This is why I do it. 1/ One text to buy anything. I bought my kids 2 Garmin watches, a DribbleUp smart ball and an Ollyball without ever opening a website. 2/ Flights and hotels booked for me. No digging for a card, no typing numbers into 6 checkout pages. 3/ Amazon orders handled with one text. 4/ I just say "put it on the United card" or "use the Apple Card" and it does. FYI the bot never sees the full number or the security code. It securely remembers them, and I specifically approve what gets bought. Once, you add your cards once, you’ll never have to pull out your wallet again. This is how everyone is going to live soon imo.

‘In one experiment, we asked agents in separate VMs, created and managed by OpenAI’s sandboxing software on shared host machines, to exchange synthetic secrets without the use of network connections or shared writable files—something that our systems are meant to prevent. The agents found a way to communicate using the processor’s cache’

damn just found out they got a new kind of claude code out here

Grok Imagine has improved so ridiculously fast that it’s hard to believe how good it has become…it now even generates the best music that you can add to your videos If you haven’t tried it recently, now is the time

By the by, if I had to guess, Greg Brockman is currently doing heroic things to fix the internet behind the scenes. And I expect that even though his net contribution to AI safety and resilience will in the final tally be unsurpassable, no one in the space will think to attribute large scale patches to his effort or effort that happens under his leadership.

I think we are quickly evolving past needing surfaces to review intent/alignment and into needing better decision making "command centers." As decision making across many contexts, which agents effortlessly own, is becoming the bottleneck. This underscores the need for knowledgeable decision makers – and less so about a bottleneck of us not understanding; better models are able to derive aligned intent and produce tasteful+correct solutions without too much steering. This enables the experienced and things are just starting to get fun as we babysit less and do less of "wait bro wtf did you just do?" UI/UX: Similar to intent/alignment surfaces, and perhaps ironically bc better decision making surfaces need to provide adequate context per decision (that is easy for a human to consume/understand). e.g. similar things, but different: A tool feels behind when it focuses on a side bar of message thread activity and inline html rendering vs a tool that manages multiple contexts, surfaces relevant html artifacts per thread, and abstracts the exhaustive message threads away from you.

Sundar Pichai 谈 Gemini 4 与 AI 算力紧缺 即便是 Google 也拿不到足够的算力。在 Gemini 4 Argon 更广泛发布后不久，我与 Google 和 Alphabet CEO @sundarpichai 坐下来聊了聊它的早期反响、他仍希望模型改进的地方，以及要让 Google 保持在 AI 前沿需要付出什么。 Pichai 解释了 Google DeepMind 近期的领导层变动，以及为什么构建前沿模型已成为一份“全身心投入”的工作。我们还谈到了 Google 对个人智能体竞赛的回应、他如何预测 Gemini 将替你完成更多工作，以及智能体最终是否会把 Search、Gmail 和 Gemini 整合到一起。 我问他 Google 自由现金流转为负值、AI 基础设施建设中的风险，以及他如何在还不知道模型将具备何种能力的数年前就规划需求。他解释了让他有信心继续投入的信号，以及他如何使用 AI 智能体来跟踪 Google 内部的模型开发和算力使用情况。 时间戳： 00:00 Gemini Argon 发布反响 01:49 模型访问与安全 06:20 AI 模型竞赛 08:35 智能体突破与 2027 年 11:34 递归自我改进 15:41 DeepMind 领导层变动 19:52 Google 的 AI 算力投资 25:20 AI 支出可持续吗？ 33:18 Sundar 如何使用 AI 智能体 35:35 Gemini 的个人智能体计划 38:37 AI 智能体如何改变网络 43:52 Google 的太空数据中心 47:38 Waymo 的扩张战略 50:26 Wing 的无人机配送计划 51:36 AI 安全与监管 55:58 Google 的量子计算押注 YouTube：https://youtu.be/fJBSNEFdm8c Spotify：https://open.spotify.com/episode/0cJBqmVz3CWJSPdmBOeJGu?si=NBxJIMhZRgikafPtwY0sZA Substack：https://sources.news/p/sundar-pichai-gemini-4-google-other-bets Apple Podcasts：https://podcasts.apple.com/us/podcast/sundar-pichai-on-gemini-4-and-the-ai-compute-crunch/id1840154537?i=1000797461022 本期节目的呈现赞助商是 @hyperagentapp。感谢节目的首席赞助商：@Atlassian、@meetgranola 和 @mercury。

As Anthropic's IPO nears its target date, it it worth remembering that IPOs get priced, and that as a young company with growing revenues and big losses, that pricing will be based on metrics that are buzzy and unfamiliar, from eyeballs in the dotcom era to users in the social media decade to ARR with AI companies...https://bit.ly/4iBwsHm

verification is the biggest bottleneck for coding agents right now according to @addyosmani. we @warpdotdev have put a lot of thought into building a good computer-use tool for Warp Factories. every agents gets a computer to navigate the apps they built, take screenshots and recordings, and post them back for human review. 3-4mins of activity get edited down to 15 clips stitched together with cursor clicks, mouse animations, and key presses. we've been able to dramatically cut our time to merge and unlocked faster iteration + review cycles, especially for projects that are hard to mock out locally!