Things We Read This Week - Jordan Nanos & Hunter Almgren

ClusterMAX: https://www.clustermax.ai/ and https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/ Microsoft can't guarantee data sovereignty https://www.theregister.com/2025/07/25/microsoft_admits_it_cannot_guarantee/Coding challenge https://techcrunch.com/2025/07/23/a-new-ai-coding-challenge-just-published-its-first-results-and-they-arent-pretty/Matt Berman show appearance: https://x.com/forward_future_/status/1956733158453596533Does AI have ROI? It's all soft cost: https://www.theregister.com/2025/08/18/generative_ai_zero_return_95_percent/?td=rt-3aGPT-5 skipping benchmarks https://x.com/SemiAnalysis_/status/1955028150217478177K prize: https://www.kaggle.com/competitions/konwinski-prize/leaderboardWSJ thing https://www.wsj.com/tech/ai/the-new-chips-designed-to-solve-ais-energy-problem-1ba9cac1 and https://x.com/JordanNanos/status/1949883300576928202Sam is open to ads https://mashable.com/article/openai-ceo-sam-altman-open-to-ads-on-chatgpt-one-day

- security issues with agentic AI in the linux kernel- 10x Engineers but no 10x better applications yet? 10x better slop- AI generated ads?- Zucc poaching researchers like they're athletes- Soram Parekh- Google/Perplexity are killing site referals thanks to AI summaries- future of AI ads- The network is the computer (DPUs)

https://www.iea.org/data-and-statistics/data-tools/energy-and-ai-observatory?tab=Energy+for+AIhttps://simonwillison.net/2025/Jun/5/openai-court-order/https://x.com/BenShindel/status/1935486311382556922https://arxiv.org/pdf/2506.08872https://x.com/thedanigrant/status/1932584270624927814?s=46https://x.com/swyx/status/1935468206019461470?s=46

https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropichttps://techcrunch.com/2025/05/27/ai-may-already-be-shrinking-entry-level-jobs-in-tech-new-research-suggests/https://www.oligo.security/blog/vibe-coding-shipping-features-or-shipping-vulnerabilitieshttps://simonwillison.net/2025/May/26/github-mcp-exploited/https://www.anthropic.com/news/constitutional-classifiershttps://x.com/sam_paech/status/1928187246689112197

https://finance.yahoo.com/news/mark-zuckerberg-says-ai-could-182849726.html?guccounter=1https://www.theregister.com/2025/01/13/anexia_vmware_to_kvm_migration/?td=rt-3ahttps://x.com/emollick/status/1879633485004165375https://www.microsoft.com/en-us/research/blog/mattergen-a-new-paradigm-of-materials-design-with-generative-ai/https://x.com/mankaran32/status/1879965574731849833?s=46https://x.com/dylan522p/status/1880379652054901175?s=46https://www.cnbc.com/2025/01/21/mistral-ceo-thinks-the-world-will-move-beyond-ai-models-this-year.htmlhttps://www.cbsnews.com/news/trump-announces-private-sector-ai-infrastructure-investment/https://x.com/ns123abc/status/1882085592135237737?s=46https://x.com/paul_cal/status/1882111659927556535?s=46https://x.com/miles_brundage/status/1882215297006088262?s=46

https://arxiv.org/abs/2412.19437 https://x.com/alexocheema/status/1872445986041143419?s=46 https://www.nvidia.com/en-us/project-digits/ https://www.cnbc.com/2025/01/08/nvidia-ceo-jensen-huang-is-dead-wrong-about-quantum-d-wave-ceo.html https://techcrunch.com/2025/01/05/openai-is-beginning-to-turn-its-attention-to-superintelligence/ https://x.com/DrJimFan/status/1877068560310079685

https://polymarket.com/event/top-ai-model-on-december-31https://polymarket.com/event/will-openai-announce-it-has-achieved-agi-in-2024https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025https://polymarket.com/event/google-forced-to-sell-chromehttps://polymarket.com/event/will-honda-and-nissan-mergehttps://polymarket.com/event/largest-company-eoy

https://blog.google/technology/research/google-willow-quantum-chip/ https://www.cnbc.com/2024/12/11/why-ai-advancement-could-be-slowing-down.html https://www.youtube.com/watch?v=wT636THdZZo&list=WL&index=2&t=30369s https://x.com/jeremyphoward/status/1866583858298384454 https://x.com/bonegpt/status/1866844055096700998?s=46 https://www.nextplatform.com/2024/12/12/genai-races-ahead-but-enterprises-are-still-at-the-starting-line/ https://www.theregister.com/2024/12/10/ai_slop_bug_reports/?td=rt-3a https://x.com/simonw/status/1866942603020910866?s=46 https://inference.cerebras.ai/

https://arstechnica.com/gadgets/2024/12/intel-ceo-pat-gelsinger-steps-down-after-terrible-no-good-very-bad-year/https://x.com/id_aa_carmack/status/1863999285588595174?s=46https://www.techpowerup.com/329513/intel-18a-process-node-clocks-an-abysmal-10-yield-reporthttps://www.fabricatedknowledge.com/p/the-death-of-intel-when-boards-fail?utm_source=post-banner&utm_medium=web&utm_campaign=posts-open-in-app&triedRedirect=truehttps://techcrunch.com/2024/12/03/huggingface-ceo-has-concerns-about-chinese-open-source-ai-models/https://arstechnica.com/information-technology/2024/12/certain-names-make-chatgpt-grind-to-a-halt-and-we-know-why/https://www.theverge.com/2024/12/4/24313130/sam-altman-openai-agi-lower-the-barhttps://deepmind.google/discover/blog/gencast-predicts-weather-and-the-risks-of-extreme-conditions-with-sota-accuracy/

OpenAI deleting evidence https://www.theverge.com/2024/11/21/24302606/openai-erases-evidence-in-training-data-lawsuitNVIDIA says we're years away from AI we can largely trust https://www.businessinsider.com/nvidia-ceo-jensen-huang-ai-trust-several-years-2024-11Agentic is the new Big Data https://x.com/hortonhearsafoo/status/1860013651920347509AI barriers to adoption https://x.com/random_walker/status/1861045366595973461?s=46GenAI for SFX https://blogs.nvidia.com/blog/fugatto-gen-ai-sound-model/AI Grandma fights back https://cbsnews.com/news/ai-grandma-daisy-uk-anti-fraud-scammers-virgin-media-o2/

https://x.com/Tim_Dettmers/status/1856338240099221674https://www.theregister.com/2024/11/01/microsoft_wooden_datacenters/?td=rt-3ahttps://techcrunch.com/2024/11/07/amazon-may-up-its-investment-in-anthropic-on-one-condition/https://www.theregister.com/2024/10/30/reddit_ceo_profit_ai/

The visceral experience of using AI: Claude's computer use, Character.ai killed someone, replacing $1000/hr legal assistants with a $5 API callGPT-5 by December (but Sam's AMA said no), Llama 4 next year, Zuck's cluster is bigger than Elon'sTSMC yields in ArizonaBret Taylor raising $4.5B for a chatbotRussia suing Google for $20 decillion

https://x.com/NobelPrize/status/1843589140455272810https://x.com/morqon/status/1846184256877244704https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.htmlhttps://www.cnbc.com/2024/10/15/nyt-sends-ai-startup-perplexity-cease-and-desist-notice-over-content-use.htmlhttps://www.forbes.com/sites/patrickmoorhead/2024/10/15/amd-intel-mobilize-major-tech-companies-to-extend-x86-architecture/https://x.com/ethan_smith_20/status/1845035796677656659?s=46https://x.com/notadampaul/status/1845014638288859355?s=46https://techcrunch.com/2024/10/16/mistral-releases-new-ai-models-optimized-for-edge-devices/https://www.nextplatform.com/2024/10/16/one-laser-to-pump-up-ai-interconnect-bandwidth-by-10x/

https://x.com/AlecStapp/status/1842000968654700635https://www.crn.com/news/components-peripherals/qualcomm-reportedly-approached-intel-about-takeover-deal?itc=refresh https://x.com/aisafetymemes/status/1838947234068443495?s=46 https://x.com/natolambert/status/1837996707780624631 https://x.com/karpathy/status/1841594123381571863 https://www.youtube.com/watch?v=pE3KKUKXcTM https://www.semianalysis.com/p/ai-neocloud-playbook-and-anatomy

https://siliconangle.com/2024/09/16/intel-spin-off-chip-fab-business-unit-aws-signs-custom-ai-chips/ https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html https://x.com/energybants/status/1837109780336222587 https://www.cnbc.com/2024/09/10/oracle-is-designing-a-data-center-that-would-be-powered-by-three-small-nuclear-reactors.html https://www.theregister.com/2024/09/10/kyndryl_mainframe_survery/

https://x.com/peterberezinbca/status/1829343765653225639?s=46https://x.com/mattshumer_/status/1831767014341538166https://www.bloomberg.com/news/articles/2024-08-30/intel-is-said-to-explore-options-to-cope-with-historic-slumphttps://futurism.com/the-byte/openai-copyrighted-material-parliamenthttps://x.com/RnaudBertrand/status/1831536755729952909https://www.bloomberg.com/news/articles/2024-08-30/intel-is-said-to-explore-options-to-cope-with-historic-slump

Twitter taught Tay to be racist: https://www.theverge.com/2016/3/24/11297050/tay-microsoft-chatbot-racist Digital twins for people doing interviews: https://www.linkedin.com/posts/mertgerdan_this-is-ridiculous-just-interviewed-for-ugcPost-7230324149699682306-dJAI?utm_source=share&utm_medium=member_ios ChatGPT's impact on vocabulary: https://arxiv.org/html/2406.07016v1#:~:text=In%20this%20paper%2C%20we%20leveraged,frequency%20after%20ChatGPT%20became%20available. AMD to acquire ZT Systems: https://www.cnbc.com/2024/08/19/amd-to-acquire-server-builder-zt-systems.html AI Copilots sidelined for data governance: https://www.theregister.com/2024/08/21/microsoft_ai_copilots/ Slack leaking data: https://www.theregister.com/2024/08/21/slack_ai_prompt_injection/ Blackwell Pictures at HotChips: https://blogs.nvidia.com/blog/hot-chips-2024/?ncid=so-link-707655&linkId=100000282675885Meta's work on RoCE: https://engineering.fb.com/2024/08/05/data-center-engineering/roce-network-distributed-ai-training-at-scale/ Immersion Cooling: https://www.theregister.com/2024/08/22/liquidstack_cdu_ai/ OpenStack is back: https://www.nextplatform.com/2024/08/22/rackspace-goes-all-in-again-on-openstack/ Perplexity to run ads: https://www.cnbc.com/2024/08/22/perplexity-ai-plans-to-start-running-search-ads-in-fourth-quarter.html

Intel compared to Boeing: https://www.theregister.com/2024/08/09/opinion_column_intel/?td=rt-3a Nuclear Power Roadblocks: https://www.cnbc.com/2024/08/10/why-tech-companies-are-shopping-for-nuclear-power-for-data-centers.htmlWhat a GPU Datacenter looks like: https://www.linkedin.com/posts/olivermolander_datacenters-artificialintelligence-activity-7228050058594643968-b_OPThe Bitter Lesson by Rich Sutton: http://www.incompleteideas.net/IncIdeas/BitterLesson.html HP Cloud by The Onion: https://www.youtube.com/watch?v=9ntPxdWAWq8 Scaling k8s to 2500 nodes: https://openai.com/index/scaling-kubernetes-to-2500-nodes/Scaling k8s to 7500 nodes: https://openai.com/index/scaling-kubernetes-to-7500-nodes/Netflix Titus announcement: https://netflixtechblog.com/titus-the-netflix-container-management-platform-is-now-open-source-f868c9fb5436 Motion + Flux: https://x.com/iamneubert/status/1821970292014768420?s=46 Replika on Snapchat: https://www.reddit.com/r/ChatGPT/comments/1esko0b/i_thought_you_guys_were_lying/ Copilot security concerns: https://www.theregister.com/2024/08/08/copilot_black_hat_vulns/ Streaming chatbot responses are insecure: https://x.com/felix_red_panda/status/1769363356094230837 AMD talks 1.2 million GPU supercomputer with MI500 https://wccftech.com/amd-1-2-million-gpu-ai-supercomputer-people-ready-to-spend-billions-in-the-ai-race/ AI Chip Startup Bingo by Sally Ward-Foxton: https://www.linkedin.com/posts/sally-ward-foxton-663a883_happy-tuesday-everyone-activity-7226524162939367425-z6mE/

Intel postpones innovation event: https://www.pcmag.com/news/amid-layoffs-and-cpu-controversy-intel-postpones-innovation-eventNVIDIA delays Blackwell: https://www.theinformation.com/articles/nvidias-new-ai-chip-is-delayed-impacting-microsoft-google-metaAI’s 600B question: https://www.sequoiacap.com/article/ais-600b-question/NVIDIA scraping videos: https://www.404media.co/nvidia-ai-scraping-foundational-model-cosmos-project/Google’s Antitrust Ruling: https://www.reuters.com/legal/us-judge-rules-google-broke-antitrust-law-search-case-2024-08-05/