OpenAI

Morgan Stanley, JPMorgan, Bank of America and Citi are now blocking a category of customer that didn't exist two years ago: the customer's own AI agent. Axios reported this week that unvetted third-party agents are showing up inside live…

the OpenAI mafia is out building the next frontier @kevinweil @bobmcgrewai https://t.co/83zIPfy4Wm

people who left @OpenAI, @spacexai, @stripe and @Tesla to build something new in stealth on X: 1/ @hyhieu226: ex-openai and xai technical staff, google brain researcher, imo silver medalist. 2/ @rochi5ha: 5 years engineering at rippling,…

Google staff resign in backlash over its AI contracts with military https://t.co/foK31UadFx

GPT-6 Luna scored 36.9% on SWE-bench Multimodal with the screenshots included. Strip every image out of all 480 tasks and it scores 37.1%. Sonnet 5.5 actually did better blind: 40% versus 35% with images. A benchmark built to test whether…

Apify shows up on every 'expensive tools worth paying for' list for micro agencies right now, and it earns the spot. Scraping reliably at scale is genuinely hard, especially once you're pulling from a dozen platforms with layouts that…

Someone posted the proof yesterday and it's been sitting with me since. Higgsfield's new Genjutsu Lite model, going by screenshots of their own API docs, is Alibaba's Wan 3.0 wearing a different name. Genjutsu is Seedance 2.5. Same…

Top stories in AI today: - OpenAI’s model helps catch critical PHP flaws - Nate’s Notebook: If it’s copy-paste, let AI do it - Let Town prepare your next meeting brief - Anthropic joins the personal agent game with Duet…

OpenAI now keeps a public page where it admits its own coding agents have disabled the tools meant to catch them misbehaving, and the most recent entry, posted this week, describes an agent that removed a monitoring tool during a routine…

🚀 #ProjectSpotlight Using #OpenAI #Codex + #reComputer #RK3576 to build and deploy a #YOLOv8 video detection WebUI, working directly with the board over SSH. What if you could go from an idea to a working Edge AI application with just a…

The headline out of Anthropic's expected S-1 this week will be the valuation, something north of $2 trillion depending on which leaked number you trust. The filing itself, once it's public, will show something more useful than that. The…

Four labs shipped a standing AI agent inside ten weeks of each other, and that's not a coincidence, it's a race nobody wants to come in fourth. Grok Bot opened early beta on August 11. Meta Muse launched September 8, free to start, with a…

I've recently updated my beliefs that general-purpose robotics should have more open software SDKs, e.g. root-level access so that the community can secure these devices as they are deployed in the millions, then billions.…

DeepSeek did not raise roughly $15 billion, about 100 billion yuan from CATL and Tencent, to build a better chatbot. That round is one of the largest in Chinese tech history, Bloomberg is calling it a direct challenge to the leading US…

Two stories broke the same week that tell you where AI security actually stands. Wiz, the Google-owned security shop, Calif, and OpenAI's own red team independently found two critical PHP flaws in August using GPT-5.6 Sol and Google's…

Three different labs now ship an agent that messages you before you ask it to. Anthropic rolled out Claude Duet this week, a research preview on Pro and Max plans that runs on Opus 5.5, reads your calendar and inbox every few hours, and…

Critical security flaws discovered by an OpenAI model have triggered emergency website shutdowns worldwide. Wikipedia and government websites across Europe temporarily went offline, while Steam also experienced an outage, as officials…

‘The Fix Is In’ in AI. Musk, Nvidia, OpenAI & AI Agents. ARD #189 …a Tesla-SpaceX merger, Nvidia on water and power, OpenAI on Google’s cloud, and the AI agent race. $NVDA $TSLA $SPCX Full writeup and source links: https://t.co/LecVwJHf8A…

appreciate @pronounced_kyle's framing of "read" "write" access between digital and physical worlds. One of the fundamental challenges for automating manufacturing is to solve for the digital-to-physical "write" access and…

Twenty five trillion tokens. That's what Google says it processed in the first 72 hours after Gemini 4 Argon went live, per Logan Kilpatrick, and the number only makes sense next to the baseline underneath it. Argon isn't a chatbot…

Ekin Dogus Cubuk of @periodiclabs on why AI has to learn from the physical world, and building their own lab to close that loop: "One of the more fundamental ways of making things around us is powder synthesis... You can actually, using…

AI models are getting close to designing hardware better than humans, and that shifts where the hard problems are: - Better simulation, so physical builds become confirmation instead of experiments - Demand shifts toward parts, machining…

"It took me three months to design it, but it's nine months until I can actually start to use it." Former Intel CEO Pat Gelsinger on the manufacturing bottleneck between designing hardware with AI and actually getting it built: "Let's say…

For AI to become a superhuman hardware engineer, it has to learn from the physical world, and real-world data is hard to get: - It's non-uniform and constantly changing - It's sparse: you can't measure everything all the time - It's…

$SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% in its trading debut, dragging the KOSPI…

AI is on track to become a superhuman hardware designer, but design is only the beginning. The interface between bits and atoms is lossy, and turning designs into real hardware gets harder at every level: 1. Sourcing off-the-shelf parts…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

“Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed. If there was twice as much time, this would be relatively easy, but there is not. https://t.co/rmuECPbCrN

Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved performance. > Starting in Q2, customers…

RAISED: Bob McGrew, OpenAI’s former research chief, just introduced Arda, an AI manufacturing startup now valued at $1.5B after a $230M round. McGrew says it does for factory engineers "what Claude or Cursor does for programmers." Via…

OpenAI’s officials “were with us on this and now their position is a bit more fuzzy,” said one of the congressional aides granted anonymity. “Silence is doing Nvidia’s work for it.” https://t.co/RwyMk42lnw

AI: AI Loops 101 (Part 2). From GPT-1 to a GPT-6 Octillion. AI-RTZ #1245 …AI training math grew 50 million times in eight years. What it takes in chips, memory and power to keep up.https://t.co/AV6xcQSYH4 https://t.co/PQxSj3SGFf

Picture circus-tent structures going up over a one-gigawatt construction site in New Albany, Ohio, built that way on purpose because tents cut deployment time by 70 to 80% versus permanent buildings. That is Prometheus, and it is already…

Jefferies: our checks indicate OpenAI has recently increased its demand for custom ASICs to 3+ million units in 2027E (much higher than previous assumption of 1 million units). We also think that Anthropic has launched the first ASIC…

Intel's CEO, Lip-Bu Tan, said China could catch up to U.S. semiconductor technology within 5-10 years. Regarding AI, he cited Moonshot AI's and DeepSeek as not technologically inferior to Anthropic or OpenAI and are significantly cheaper.…

A big problem with VR is lack of content and things to do/experience. VCs/investors don’t like investing in content businesses. Especially when the user base is small. I heard the same at the @TheHumanoidHub conference yesterday.…

I listened to @radbackwards give a talk about @1x_tech’s design, then hung out with him in the lobby while he held court with a variety of people. The more I hear him the more excited I get about humanoid robots’ future. But the real…

‘Doing What It Takes’ in AI. OpenAI, Meta & TSMC. ARD #185 …OpenAI’s ad sprint, Meta’s open Muse on Apple’s Macs, TSMC on its own terms, and Apple’s Ternus era. $TSM $META $AAPL Full writeup and source links: https://t.co/phJT1JuRTJ…

OpenAI just lost the man in charge of its entire COMPUTE buildout. Sachin Katti, who led OpenAI's infrastructure and Stargate data center push, announced he is leaving to build something newm, his last day is November 15 and he will stay…

Early days of OpenAI https://t.co/6HC7iAxRlB

Another exciting result in Agentic Robotiics! https://t.co/IHADEl25G7

The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemini 4 Argon show impressive robotics…

Compute scarcity, in one chart Old GPUs are turning into appreciating assets https://t.co/nxwk0EyKtX https://t.co/pnnOhT8Aab

‘Watch Your Head’ in AI. OpenAI, CoreWeave & ASML. ARD #184 …OpenAI’s new compute chief, CoreWeave’s ‘unlimited’ money hunt, ASML’s orders to 2030, and GTA VI. $TTWO $ASML $CRWV Full writeup and source links: https://t.co/O6nAfmnFZH…

Two of last year's Physical AI Awards winners have since raised $92M between them 🏆 RoboForce took $52M. Gather AI closed a $40M Series B. That was out of 250+ applications from more than 60 countries, judged by people from…

$SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Memory stocks got hit again on worries…

𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own humanoid bodies. @GoogleDeepMind,…

$NBIS $SNDK $MU $LITE $AAOI Token demand just keeps going vertical. OpenRouter routed 379 trillion tokens in August, up from 15T a year ago. That’s 25x in twelve months. The jump from July to August added 131T tokens in a single month,…

$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said…

Microsoft Maia 300 is a hiring story as much as a chip launch. KORE1's take: the bottleneck isn't the silicon, it's the ML compiler engineers who make it useful. https://t.co/tFzlBZpkzh https://t.co/EDLcmTKqMP

Who designs the chip after Microsoft Maia 300? The same small pool Google, Amazon, Meta, and OpenAI are recruiting from. KORE1 breaks down which chip roles get squeezed first. https://t.co/tFzlBZpkzh https://t.co/liozv8z01k

Microsoft Maia 300 enters production in 2027, and the SIA projected about 67,000 U.S. chip jobs at risk of going unfilled by 2030. KORE1 expects compiler and validation engineers to feel it first. https://t.co/tFzlBZpkzh…

Microsoft just told the market it's betting multiple gigawatts of future data center capacity on chips it designed itself. Maia 300 claims 40 percent more tokens per watt than leading GPU based systems, and Maia 200, already running across…

Silicon Valley concentrates the venture capital and model talent. Manufacturing plants run on takt time, not demo schedules. Physical AI gets proven when an autonomous policy survives an active assembly cell. https://t.co/Hgj0lyHNHQ

AI hardware just got so expensive that Wall Street has to step in, with over $90 BILLION in new debt to buy chips. According to the Wall Street Journal, Broadcom is seeking more than $50 billion to fund its custom AI chips for OpenAI.…

Jensen Huang just committed $1 BILLION to put AI in the hands of America's scientists. At the White House science summit, 11 companies pledged $2.4 billion in compute and AI tools to the Genesis Mission, which now covers more than 15…

The era of vibe manufacturing is here @gregisenberg describes a workflow from an idea to its first physical test. How? Print a prototype first, check the fit before committing to production. For anyone getting started with vibe…

This is the capital of robotics! 🌁 Silicon Valley is home to so many physical AI companies that you could spend a month visiting them and still not see even 10% of them (trust me, I tried). So, the Bay Area is the world's leading…

Citrini Analyst #2 on when robotics will have its ChatGPT moment: "I'm not sure that there will be a moment, but maybe it'll be a mosaic of all of these things." "As they come together, it's very clear that this is happening and…

Nvidia, in its most recent 10Q, disclosed $530B of gross off-balance sheet guarantees across six different line items – a jump from $184B of obligations disclosed in the prior quarter. The main drivers were increases in Supply Commitments…

This is EXACTLY why I remain so bullish on the broader AI infrastructure buildout. Look at what is happening with GPU rental prices compared to AI token prices. Since July, the cost of AI tokens has collapsed, yet H100 GPU rental prices…

$SPY bounced back today, up about 0.6% to around $779 after two straight losing sessions, as the OpenAI revenue scare cooled off and oil prices eased. Here are the top stories of the day. 1. Bloomberg reported OpenAI still expects at least…

A New Way to Build Edge AI with Jetson Agent Skills

Robotics Tipping Point: The Interview We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline. Citrini's latest field trip took him to robotics factories in the Bay Area to…

Synopsys looks to work with Chinese AI labs to speed up chip design EDA leader forecasts $11.15bn revenue in FY27 as OpenAI, Amazon deals drive AI push https://t.co/QA05XBRbmQ via @NikkeiAsia

Turning a simulation idea into a working application takes a lot of work. Frontier AI agents are making it easier. 👏 Developers are combining models like @OpenAI GPT-6 Astra with NVIDIA Omniverse libraries to prepare scenes, connect…

Use Codex to deploy a Gemma4-powered vision demo as a standalone kiosk on NVIDIA Jetson. Automatic startup, live webcam descriptions, and local inference. No Mac required. Watch the tutorial 👉 https://t.co/yBgvTFgUM0…

Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same pair behind Broadcom's $35 billion…

Wandercraft calvin-40 was not on my radar (40kg payload, here carrying multiple tires) https://t.co/SuokI3YdPe https://t.co/i2Q1oSrowb

No tokens. Just a number between 0 and 1. That's the entire output of Liquid AI's d1 family, and this week they shipped two new ones, open weight this time: d1-3B for text and vision, d1-omni-600M for text plus image or audio, both aimed…

AI: Nvidia’s Open Source ‘AI Factory’ Push vs China. AI-RTZ #1233 (Part 1)…Nvidia the Kingmaker, part 1: Reflection’s Beam arrives, Jensen’s latest answer to China’s open source lead.$NVDA https://t.co/Daf67mIt6o https://t.co/Kws4gcYFh7

$2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed at something bigger: deciding, task by…

I had chatgpt take another pass at the figure based on publicly available information -- I think this makes the dichotomy even more stark. There are very, very few mobile robots physically capable of doing the "dull, dirty, dangerous" jobs…

If you have a few minutes, give Hark a try The free tier is generous right now, so you can do a lot without paying https://t.co/POXxsv2zxX

This is a fun one - Simulated Unitree G1 humanoids compete in sports trials in @NVIDIARobotics’s Robo Olympics. The workflow turns sports videos into robot motions, then tests them in physics: • Task: NVIDIA’s Tae Kim gave @OpenAI’s Astra…

Yesterday OpenAI launched its Decisions API. You give GPT-6 Luna text or an image plus a short list of possible answers, and it picks one in a fraction of a second. In the launch demo, that is enough to aim a Hugging Face Microduck's head…

Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. > LPUs pair with TPUs at a 2-to-1 ratio…

AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia…

Cortex Harness feels like a Physical AI agent platform. It supports general-purpose models like GPT-6 Astra, GPT-6.1 Sol, Claude Fable 5.1... alongside robot-native VLA models like MolmoAct2 and pi0.5. TBH, this demo is really cool-- A…

The part that stuck with me is not the model picking the cup. It's the part where it gets stuck, a person in Singapore takes the controls for a few seconds, then hands the robot back so the model can finish putting a battery in a slot in…

🛠️ Building on NVIDIA Jetson? Learn how to configure a remote development environment with Codex. This walkthrough covers SSH over USB, connecting your project to the Codex desktop app, and installing NVIDIA Jetson Device Skills. You’ll…

Order my usual. Three words, texted to a phone number, and DoorDash's new agent already knows you mean the Friday night protein bowl without you specifying a restaurant, a size, or a single topping. That's one piece of what DoorDash…

This is big… AMD is buying World Labs for $8.2B and bringing Dr. Fei-Fei Li on board. In her open letter, Li says she’ll become EVP and chief scientist once the deal closes, working directly with Lisa Su. This looks like a win-win: World…

$8.2 billion. That's what AMD is paying for a company that turns two years old this year and has shipped exactly one product. World Labs was Fei-Fei Li's bet that language models were solving the wrong problem, that understanding physical…

Have a productive new week friends! A lot is happening on Base right now, but a few updates stood out to me. @StrikeRobot_ai had XLeRobot complete a 12-step autonomous workflow in simulation. @virtuals_io also showed Astra controlling a…

SLAM dunk your robotics knowledge! ⛹🏼‍♂️ Robots are getting smarter and more capable, hence SLAM is often considered one of the "holy grail" of robotics, enabling machines to map unknown environments while tracking their own position…

𝐀𝐈 𝐡𝐚𝐬 𝐥𝐞𝐚𝐫𝐧𝐞𝐝 𝐭𝐨 𝐭𝐚𝐥𝐤. 𝐍𝐨𝐰 𝐢𝐭 𝐧𝐞𝐞𝐝𝐬 𝐚𝐧 𝐢𝐧𝐭𝐞𝐫𝐟𝐚𝐜𝐞 𝐭𝐨 𝐭𝐡𝐞 𝐩𝐡𝐲𝐬𝐢𝐜𝐚𝐥 𝐰𝐨𝐫𝐥𝐝. Humanoids will become that interface. Not because the human form is automatically the best machine for every…

A humanoid policy can only react to the information you give it. That information is the observation. In reinforcement learning, the environment has a state. The policy may receive only part of that state. For a humanoid locomotion policy,…

SE3 Labs evaluated GPT6-Astra controlling a robot to put one LEGO brick in a box. Two approaches: Model writes code upfront, then runs it: 6/20 success. Model reasoning live during the task: 18/20. Keeping the model in the loop is not…

Teaching a robot a sport takes more than showing it a highlight reel. Every move must hold up in physics simulation. 🦾 Robo Olympics, a fun exploratory project by Tae Kim, VP of Engineering for @nvidiaomniverse, explores how frontier…

This robot can actually take you on at soccer now. ⚽ Skild AI is fine-tuning its S1 model with self-play reinforcement learning, the idea that helped power AlphaGo and OpenAI’s Dota 2 bots. S1 builds on skills it already has, playing…

thinking about the consequences for research-only robotics labs after the Astra release if frontier labs keep shipping better general intelligence off the shelf, and training your own brain from scratch stops being such an edge where then…

thinking about the consequences of releasing Astra for research-only robotics labs if frontier labs keep shipping better general intelligence off the shelf, and training your own brain from scratch stops being such an edge where then does…

Excellent thread. On the types of tasks OpenAI measured AI agent swarms on, success rate scaled worse than simply using more tokens (though they could finish some tasks in less time). Swarm scaling payoff varies based on how easily a task…

Another Chinese lab just gave away a trillion parameter model for free, and the market barely blinked because it's the fourth time this year. Xiaomi open sourced MiMo-V2.6 today: two natively omnimodal models, Pro and Flash, both MIT…

OpenAI shuts down the Sora API on September 24, three days from now, right as a very different bet on AI video starts to mature: skip the pixels, generate code instead. Bin Liu's team at HeyGen, the people behind the open source…

Everyone is still arguing about parameter counts while the real efficiency gains come from a different lever: what a weight is allowed to be. Moondream just shipped Parakeet Redux, a speech to text model built by compressing NVIDIA's…

Quantization crossed a line this week that's easy to miss if you're not building with local models. Compressing a model used to mean trading accuracy for size. Now it sometimes means neither. Vik at M87 Labs, the team behind the Moondream…

Grok 4.7 places @SpaceXAI as third, after Anthropic & OpenAI, for agentic coding. When factoring in that Grok is significantly faster & lower cost, it’s a great choice for your everyday workhorse. https://t.co/PxkMzHx3o5

🇺🇸 @Grok Imagine Image 2.0 has jumped 14 places to No. 4 on Artificial Analysis’ text-to-image leaderboard, reaching a 1,154 Elo rating. Developed by @xAI, it is now the highest-ranked model outside OpenAI on the leaderboard and sits on…