# OpenAI > Markdown twin of https://roboterminal.app/companies/openai · https://roboterminal.app/companies/openai.md ## Key numbers - **Claimed raise:** $30billion - _"Reuters reports OpenAI is racing to raise about $30 billion at a valuation above $1.4 trillion before Anthropic's expected IPO in mid November."_ - Source: @MilkRoadAI on X ## On shared sources - [Anthropic](https://roboterminal.app/companies/anthropic) (116) - [Google](https://roboterminal.app/companies/google) (62) - [NVIDIA](https://roboterminal.app/companies/nvidia) (42) - [Meta](https://roboterminal.app/companies/meta) (25) - [Microsoft](https://roboterminal.app/companies/microsoft) (18) - [DeepSeek](https://roboterminal.app/companies/deepseek) (17) - [Hugging Face](https://roboterminal.app/companies/hugging-face) (16) - [xAI](https://roboterminal.app/companies/xai) (15) - [Apple](https://roboterminal.app/companies/apple) (14) - [Amazon](https://roboterminal.app/companies/amazon) (12) - [SpaceX](https://roboterminal.app/companies/spacex) (12) - [1X](https://roboterminal.app/companies/1x) (11) - [Oracle](https://roboterminal.app/companies/oracle) (11) - [Alibaba](https://roboterminal.app/companies/alibaba) (10) - [Broadcom](https://roboterminal.app/companies/broadcom) (10) - [Figure](https://roboterminal.app/companies/figure) (10) - [Samsung](https://roboterminal.app/companies/samsung) (10) - [SoftBank](https://roboterminal.app/companies/softbank) (10) - [Tesla](https://roboterminal.app/companies/tesla) (10) - [a16z](https://roboterminal.app/companies/a16z) (8) - [Cloudflare](https://roboterminal.app/companies/cloudflare) (8) - [Cursor](https://roboterminal.app/companies/cursor) (8) - [AMD](https://roboterminal.app/companies/amd) (7) - [AWS](https://roboterminal.app/companies/aws) (7) - [Claude Code](https://roboterminal.app/companies/claude-code) (7) - [Moonshot AI](https://roboterminal.app/companies/moonshot-ai) (7) - [Periodic Labs](https://roboterminal.app/companies/periodic-labs) (6) - [TSMC](https://roboterminal.app/companies/tsmc) (6) - [TypeSafe](https://roboterminal.app/companies/typesafe) (6) - [UMI](https://roboterminal.app/companies/umi) (6) - [Unitree](https://roboterminal.app/companies/unitree) (6) - [Vercel](https://roboterminal.app/companies/vercel) (6) - [CoreWeave](https://roboterminal.app/companies/coreweave) (5) - [Github](https://roboterminal.app/companies/github) (5) - [Micron](https://roboterminal.app/companies/micron) (5) - [MIT](https://roboterminal.app/companies/mit) (5) - [Nebius](https://roboterminal.app/companies/nebius) (5) - [SK hynix](https://roboterminal.app/companies/sk-hynix) (5) - [ByteDance](https://roboterminal.app/companies/bytedance) (4) - [DigitalOcean](https://roboterminal.app/companies/digitalocean) (4) - [Apollo](https://roboterminal.app/companies/apollo) (3) - [ASML](https://roboterminal.app/companies/asml) (3) - [Cerebras](https://roboterminal.app/companies/cerebras) (3) - [Cognition](https://roboterminal.app/companies/cognition) (3) - [Groq](https://roboterminal.app/companies/groq) (3) - [KORE1](https://roboterminal.app/companies/kore1) (3) - [Modal](https://roboterminal.app/companies/modal) (3) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (3) - [OpenRouter](https://roboterminal.app/companies/openrouter) (3) - [Scale AI](https://roboterminal.app/companies/scale-ai) (3) - [YC](https://roboterminal.app/companies/yc) (3) - [ABB](https://roboterminal.app/companies/abb) (2) - [Ant Group](https://roboterminal.app/companies/ant-group) (2) - [Apollo Research](https://roboterminal.app/companies/apollo-research) (2) - [Bessemer](https://roboterminal.app/companies/bessemer) (2) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (2) - [Braintrust](https://roboterminal.app/companies/braintrust) (2) - [Browser Use](https://roboterminal.app/companies/browser-use) (2) - [Cline](https://roboterminal.app/companies/cline) (2) - [Cortex](https://roboterminal.app/companies/cortex) (2) - [CXMT](https://roboterminal.app/companies/cxmt) (2) - [DCVC](https://roboterminal.app/companies/dcvc) (2) - [Gravis Robotics](https://roboterminal.app/companies/gravis-robotics) (2) - [Herdr](https://roboterminal.app/companies/herdr) (2) - [Instacart](https://roboterminal.app/companies/instacart) (2) - [Mistral](https://roboterminal.app/companies/mistral) (2) - [Physical Intelligence](https://roboterminal.app/companies/pi) (2) - [PwC](https://roboterminal.app/companies/pwc) (2) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (2) - [Reflection](https://roboterminal.app/companies/reflection) (2) - [SanDisk](https://roboterminal.app/companies/sandisk) (2) - [Shanghai Ai Lab](https://roboterminal.app/companies/shanghai-ai-lab) (2) - [Shopify](https://roboterminal.app/companies/shopify) (2) - [Skild](https://roboterminal.app/companies/skild) (2) - [Te Connectivity](https://roboterminal.app/companies/te-connectivity) (2) - [Tenable](https://roboterminal.app/companies/tenable) (2) - [Tencent](https://roboterminal.app/companies/tencent) (2) - [Uber](https://roboterminal.app/companies/uber) (2) - [Xiaomi](https://roboterminal.app/companies/xiaomi) (2) - [Zai](https://roboterminal.app/companies/zai) (2) - [Adobe](https://roboterminal.app/companies/adobe) (1) - [Agibot](https://roboterminal.app/companies/agibot) (1) - [Aider](https://roboterminal.app/companies/aider) (1) - [Alibaba Group](https://roboterminal.app/companies/alibaba-group) (1) - [AlphaSense](https://roboterminal.app/companies/alphasense) (1) - [Ambarella](https://roboterminal.app/companies/ambarella) (1) - [Amphenol](https://roboterminal.app/companies/amphenol) (1) - [Anyscale](https://roboterminal.app/companies/anyscale) (1) - [Archer Aviation](https://roboterminal.app/companies/archer-aviation) (1) - [Arda](https://roboterminal.app/companies/arda) (1) - [Bambu Lab](https://roboterminal.app/companies/bambu-lab) (1) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (1) - [Base](https://roboterminal.app/companies/base) (1) - [Baseten](https://roboterminal.app/companies/baseten) (1) - [Blackrock](https://roboterminal.app/companies/blackrock) (1) - [Blackstone](https://roboterminal.app/companies/blackstone) (1) - [Campfire](https://roboterminal.app/companies/campfire) (1) - [CATL](https://roboterminal.app/companies/catl) (1) - [Chainguard](https://roboterminal.app/companies/chainguard) (1) - [Citic Securities](https://roboterminal.app/companies/citic-securities) (1) - [CodeStory](https://roboterminal.app/companies/codestory) (1) - [Coherent](https://roboterminal.app/companies/coherent) (1) - [Comfy Cloud](https://roboterminal.app/companies/comfy-cloud) (1) - [Convai Innovations](https://roboterminal.app/companies/convai-innovations) (1) - [Cover](https://roboterminal.app/companies/cover) (1) - [d-Matrix](https://roboterminal.app/companies/d-matrix) (1) - [Databricks](https://roboterminal.app/companies/databricks) (1) - [Datadog](https://roboterminal.app/companies/datadog) (1) - [Deepgram](https://roboterminal.app/companies/deepgram) (1) - [DoorDash](https://roboterminal.app/companies/doordash) (1) - [Dyson](https://roboterminal.app/companies/dyson) (1) - [ElevenLabs](https://roboterminal.app/companies/elevenlabs) (1) - [Eptolink](https://roboterminal.app/companies/eptolink) (1) - [EQT](https://roboterminal.app/companies/eqt) (1) - [Fable](https://roboterminal.app/companies/fable) (1) - [FDot](https://roboterminal.app/companies/fdot) (1) - [Felicis](https://roboterminal.app/companies/felicis) (1) - [Firmus](https://roboterminal.app/companies/firmus) (1) - [Foxconn](https://roboterminal.app/companies/foxconn) (1) - [Gather AI](https://roboterminal.app/companies/gather-ai) (1) - [Genesis](https://roboterminal.app/companies/genesis) (1) - [Glass Imaging](https://roboterminal.app/companies/glass-imaging) (1) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1) - [Goose](https://roboterminal.app/companies/goose) (1) - [Hark](https://roboterminal.app/companies/hark) (1) - [Harmonic Drive](https://roboterminal.app/companies/harmonic-drive) (1) - [HeyGen](https://roboterminal.app/companies/heygen) (1) - [Hume](https://roboterminal.app/companies/hume) (1) - [IKEA](https://roboterminal.app/companies/ikea) (1) - [Innolight](https://roboterminal.app/companies/innolight) (1) - [Intel](https://roboterminal.app/companies/intel) (1) - [IREN](https://roboterminal.app/companies/iren) (1) - [JLCPCB](https://roboterminal.app/companies/jlcpcb) (1) - [Khosla Ventures](https://roboterminal.app/companies/khosla-ventures) (1) - [Lambda](https://roboterminal.app/companies/lambda) (1) - [LangChain](https://roboterminal.app/companies/langchain) (1) - [Langfuse](https://roboterminal.app/companies/langfuse) (1) - [Letta](https://roboterminal.app/companies/letta) (1) - [LG Innotek](https://roboterminal.app/companies/lg-innotek) (1) - [Lumentum](https://roboterminal.app/companies/lumentum) (1) - [Luxonis](https://roboterminal.app/companies/luxonis) (1) - [Magnitude AI](https://roboterminal.app/companies/magnitude-ai) (1) - [Martian](https://roboterminal.app/companies/martian) (1) - [Marvell](https://roboterminal.app/companies/marvell) (1) - [METR](https://roboterminal.app/companies/metr) (1) - [Midjourney](https://roboterminal.app/companies/midjourney) (1) - [Milk Road AI](https://roboterminal.app/companies/milk-road-ai) (1) - [Milk Road Pro](https://roboterminal.app/companies/milk-road-pro) (1) - [Moondream](https://roboterminal.app/companies/moondream) (1) - [MRVL](https://roboterminal.app/companies/mrvl) (1) - [Nabtesco](https://roboterminal.app/companies/nabtesco) (1) - [Nidec](https://roboterminal.app/companies/nidec) (1) - [Nomura](https://roboterminal.app/companies/nomura) (1) - [Nous Research](https://roboterminal.app/companies/nous-research) (1) - [Novanta](https://roboterminal.app/companies/novanta) (1) - [Nscale](https://roboterminal.app/companies/nscale) (1) - [Ollama](https://roboterminal.app/companies/ollama) (1) - [Openclaw](https://roboterminal.app/companies/openclaw) (1) - [Palantir](https://roboterminal.app/companies/palantir) (1) - [Palo Alto Networks](https://roboterminal.app/companies/palo-alto-networks) (1) - [Parker-Hannifin](https://roboterminal.app/companies/parker-hannifin) (1) - [Ramp Labs](https://roboterminal.app/companies/ramp-labs) (1) - [Redwood Research](https://roboterminal.app/companies/redwood-research) (1) - [Robocurve](https://roboterminal.app/companies/robocurve) (1) - [RoboForce](https://roboterminal.app/companies/roboforce) (1) - [RoboStrategy](https://roboterminal.app/companies/robostrategy) (1) - [Rockchip](https://roboterminal.app/companies/rockchip) (1) - [Runway](https://roboterminal.app/companies/runway) (1) - [Salesforce](https://roboterminal.app/companies/salesforce) (1) - [SB Energy](https://roboterminal.app/companies/sb-energy) (1) - [SE3 Labs](https://roboterminal.app/companies/se3-labs) (1) - [Seeed Studio](https://roboterminal.app/companies/seeed-studio) (1) - [SendCutSend](https://roboterminal.app/companies/sendcutsend) (1) - [Sequoia](https://roboterminal.app/companies/sequoia) (1) - [SK](https://roboterminal.app/companies/sk) (1) - [Socket](https://roboterminal.app/companies/socket) (1) - [Sonos](https://roboterminal.app/companies/sonos) (1) - [Spacexai](https://roboterminal.app/companies/spacexai) (1) - [Stanford](https://roboterminal.app/companies/stanford) (1) - [StepFun](https://roboterminal.app/companies/stepfun) (1) - [Strikerobot AI](https://roboterminal.app/companies/strikerobot-ai) (1) - [Teradyne](https://roboterminal.app/companies/teradyne) (1) - [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1) - [Thinking Machines](https://roboterminal.app/companies/thinking-machines) (1) - [Thinking Machines Lab](https://roboterminal.app/companies/thinking-machines-lab) (1) - [Toyota](https://roboterminal.app/companies/toyota) (1) - [Trillium Labs](https://roboterminal.app/companies/trillium-labs) (1) - [TrueFoundry](https://roboterminal.app/companies/truefoundry) (1) - [UBS](https://roboterminal.app/companies/ubs) (1) - [Universal Robots](https://roboterminal.app/companies/universal-robots) (1) - [University of California](https://roboterminal.app/companies/university-of-california) (1) - [Venue](https://roboterminal.app/companies/venue) (1) - [vLLM](https://roboterminal.app/companies/vllm) (1) - [Wandercraft](https://roboterminal.app/companies/wandercraft) (1) - [Warp](https://roboterminal.app/companies/warp) (1) - [Wayve](https://roboterminal.app/companies/wayve) (1) - [White House](https://roboterminal.app/companies/white-house) (1) - [Xometry](https://roboterminal.app/companies/xometry) (1) - [YMTC](https://roboterminal.app/companies/ymtc) (1) - [Zep](https://roboterminal.app/companies/zep) (1) - [Zhipu](https://roboterminal.app/companies/zhipu) (1) ## Pulse - [@stretchcloud on X](https://x.com/stretchcloud/status/2113318717002002432) 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-pa… - [@michellelsun on X](https://x.com/michellelsun/status/2113315565758718297) the OpenAI mafia is out building the next frontier @kevinweil @bobmcgrewai https://t.co/83zIPfy4Wm - [@frontrunvc on X](https://x.com/frontrunvc/status/2113291039117062214) 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/ @rochi… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2113269604264951839) Google staff resign in backlash over its AI contracts with military https://t.co/foK31UadFx - [@stretchcloud on X](https://x.com/stretchcloud/status/2113263352168505363) 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 ima… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113258319167070455) 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… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113253286102855743) 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.… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2113216497979973703) 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 a… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113203457280618930) 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 remov… - [@seeedstudio on X](https://x.com/seeedstudio/status/2113173532054351913) 🚀 #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 wo… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113173258233167934) 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 … - [@stretchcloud on X](https://x.com/stretchcloud/status/2113163191979221188) 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 launc… - [@ericjang11 on X](https://x.com/ericjang11/status/2113139008574500968) 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 mi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113125696189112537) 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… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113105814106116190) 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 Aug… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113100780698054673) 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 cal… - [@Newsforce on X](https://x.com/Newsforce/status/2113067665300258887) 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 e… - [@MParekh on X](https://x.com/MParekh/status/2112991448505463283) ‘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… - [@michellelsun on X](https://x.com/michellelsun/status/2112967195232023038) 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-physic… - [@stretchcloud on X](https://x.com/stretchcloud/status/2112891658748535040) 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 under… - [@a16z on X](https://x.com/a16z/status/2112675339298349279) 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 … - [@a16z on X](https://x.com/a16z/status/2112665201170604185) 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 - … - [@a16z on X](https://x.com/a16z/status/2112655271042650544) "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… - [@a16z on X](https://x.com/a16z/status/2112645028829069593) 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 measur… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112637986081051112) $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% i… - [@a16z on X](https://x.com/a16z/status/2112625042639167835) 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 le… - [@ren_stocks on X](https://x.com/ren_stocks/status/2112621239307002341) $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 fro… - [@elonmusk on X](https://x.com/elonmusk/status/2112603906723487744) “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 th… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112589669699403886) 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 p… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2112565899945562596) 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… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112551018495938697) 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/RwyMk… - [@MParekh on X](https://x.com/MParekh/status/2112417857023688714) 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/AV6xcQ… - [@stretchcloud on X](https://x.com/stretchcloud/status/2112295726290202902) 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. … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112291195967971748) 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 Anth… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112000243629691081) 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… - [@Scobleizer on X](https://x.com/Scobleizer/status/2111530991148015933) 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 @TheHuma… - [@Scobleizer on X](https://x.com/Scobleizer/status/2111220343742550302) 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 huma… - [@MParekh on X](https://x.com/MParekh/status/2110858618186719648) ‘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 sourc… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110740000845562194) 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 las… - [@elonmusk on X](https://x.com/elonmusk/status/2110619230161035670) Early days of OpenAI https://t.co/6HC7iAxRlB - [@Ken_Goldberg on X](https://x.com/Ken_Goldberg/status/2110610138247950443) Another exciting result in Agentic Robotiics! https://t.co/IHADEl25G7 - [@kyleichan on X](https://x.com/kyleichan/status/2110565740629602714) 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 Gemin… - [@a16z on X](https://x.com/a16z/status/2110468194423165405) Compute scarcity, in one chart Old GPUs are turning into appreciating assets https://t.co/nxwk0EyKtX https://t.co/pnnOhT8Aab - [@MParekh on X](https://x.com/MParekh/status/2110462660718244179) ‘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 sourc… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2110339554406203850) 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 countrie… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110101523980337444) $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. Me… - [@HumanoidAn on X](https://x.com/HumanoidAn/status/2109947930732036601) 𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own… - [@ren_stocks on X](https://x.com/ren_stocks/status/2109756712026845269) $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 a… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109738128668029176) $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 bigge… - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109710638087852188) 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/E… - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109709886091137283) 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 … - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109709128729825337) 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. htt… - [@smsehy on X](https://x.com/smsehy/status/2109628169196040268) 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 assemb… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109499054002680102) 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 fu… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109335734767571448) 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 Missi… - [@michellelsun on X](https://x.com/michellelsun/status/2109255694260056538) 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 anyon… - [@RoboStrategy on X](https://x.com/RoboStrategy/status/2108973342544040081) 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 clea… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2108724444138983719) 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 driver… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108671601818636709) 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 c… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108650800973218041) $SPY bounced back today, up about 0.6% to around $779 after two straight losing sessions, as the OpenAI revenue scare cooled off and oil prices eased. Here are the top stories of the day. 1. Bloomberg… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2108587998518694066) A New Way to Build Edge AI with Jetson Agent Skills - [@RoboStrategy on X](https://x.com/RoboStrategy/status/2108568569931870261) Robotics Tipping Point: The Interview We sat down with Kyle Zinn from @citrini, the team behind the SaaSpocalypse and Hormuz articles that broke the timeline. Citrini's latest field trip took him to r… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2108329654507757894) Turning a simulation idea into a working application takes a lot of work. Frontier AI agents are making it easier. 👏 Developers are combining models like @OpenAI GPT-6 Astra with NVIDIA Omniverse lib… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2108271171275809191) Use Codex to deploy a Gemma4-powered vision demo as a standalone kiosk on NVIDIA Jetson. Automatic startup, live webcam descriptions, and local inference. No Mac required. Watch the tutorial 👉 https:… - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2108172632507953230) Wandercraft calvin-40 was not on my radar (40kg payload, here carrying multiple tires) https://t.co/SuokI3YdPe https://t.co/i2Q1oSrowb - [@MParekh on X](https://x.com/MParekh/status/2108053497304506697) AI: Nvidia’s Open Source ‘AI Factory’ Push vs China. AI-RTZ #1233 (Part 1)…Nvidia the Kingmaker, part 1: Reflection’s Beam arrives, Jensen’s latest answer to China’s open source lead.$NVDA https://t.c… - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2107968014994067752) 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 … - [@adcock_brett on X](https://x.com/adcock_brett/status/2107957768384819676) 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 - [@michellelsun on X](https://x.com/michellelsun/status/2107809162902327463) 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:… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2107748310974902629) 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 … - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2107515772272853188) 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… - [@Scobleizer on X](https://x.com/Scobleizer/status/2107505822754340966) 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 … - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2107502547585913046) 🛠️ 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 installin… - [@stretchcloud on X](https://x.com/stretchcloud/status/2105426211484913753) 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. T… - [@Biti8888 on X](https://x.com/Biti8888/status/2104452824146866631) 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. @virtual… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2104204081778536757) 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… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2103831680620388506) 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 s… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2102983177002471868) 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. Ke… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2102873641797009709) 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 @nvid… - [@XRoboHub on X](https://x.com/XRoboHub/status/2102827134465249524) 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 … - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2102743118969770077) 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 scrat… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2102742883321143313) 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 st… - [@ramez on X](https://x.com/ramez/status/2102175038665339157) 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 pa… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102170760244826185) 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 omnimoda… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102150627665342632) 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 p… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102140562065305970) 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 mo… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102108852263010400) 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 M… - [@elonmusk on X](https://x.com/elonmusk/status/2102082011233931762) 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. htt… - [@Newsforce on X](https://x.com/Newsforce/status/2102080420300902569) 🇺🇸 @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… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102074878857777225) The bottleneck in most agent stacks right now isn't intelligence. It's the cost of the thousand small decisions an agent makes before it writes the sentence a user reads: classify this ticket, check t… - [@joinautopilot on X](https://x.com/joinautopilot/status/2102039877319602251) Breaking: OpenAI just posted robotics engineering jobs paying up to $500,000, according to Business Insider 4 stocks worth watching if robotics becomes the meta: • TE Connectivity $TEL *Makes the conn… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101989826442477694) The decision layer inside AI agents just became its own product category, separate from the model doing the talking. TypeSafe AI shipped Jev, a model that never generates text. Hand it a piece of stat… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2101982370068865454) Top stories in AI today: - OpenAI hacked by ‘three guys with Claude’ - The Rundown Roundtable: Our AI use cases - Build and test your own AI image skill pack - Anthropic moves its biology push into a … - [@stretchcloud on X](https://x.com/stretchcloud/status/2101959637490643398) Kubernetes won the container decade by scheduling processes that run for seconds or minutes. Agents do not work like that, and Google just open sourced the runtime built for the difference. Jaana Doga… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101944528592584830) Apple shipped something small this cycle that I think matters more than another point release of a frontier model: macOS 27 now includes an fm command in the terminal, putting Apple's on-device model … - [@pequityresearch on X](https://x.com/pequityresearch/status/2101809630858948639) Nice visuals shared by Blackstone in their recently uploaded Youtube video about AI. > Google token use per month has increased from 10T in May 2024 to 3,200T in May 2026. > Anthropic + OpenAI's ARR a… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101803590587498924) Frontier agentic performance just hit $1 per million. StepFun launched Step 5 Preview today. 600B total parameters, 27B active per token. 1M context. $1 per million input tokens. That is 10 to 20x che… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101778429448233000) Open weights image generation just became serious. Qwen-Image-2.1 ships today. Generation and editing in one model. 2K resolution native. Professional typography. Alpha channel. Open weights. The mark… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2101574943309693396) GPT-6 Astra is showing impressive robotics skills. But does it know when to say no? In Robocurve’s RoboHarm test, Astra attempted unsafe instructions in 97 of 100 robot-arm trials and completed 60. Ju… - [@logical_traderr on X](https://x.com/logical_traderr/status/2101553465868812308) There is an interesting way to look at the whole "AI is moving too fast and could become dangerous to humanity - we need to slow down" debate. I’m not saying the argument is right or wrong. But from a… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101531799629287475) Capital has different physics than convictions. Dario published a 3,800-word slowdown essay on Sep 12. Reuters reported eight days later that Anthropic is weighing a new model to counter GPT-6 Astra b… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101509760424264043) Lawsuit accuses Anthropic, OpenAI, SpaceXAI, Google of AI pacing ‘collusion’ https://t.co/xuwiwpSFm1 - [@pequityresearch on X](https://x.com/pequityresearch/status/2101492085039747166) According to rumors, Anthropic has a disadvantage to OpenAI in training compute intensity and inference economics. Interesting... https://t.co/SaemBRTyfG https://t.co/azSrA8Gyho - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2101411451554705429) I gave GPT-6 Astra this image and asked it to recreate the robotic arm. This is what it came up with. You get a good look at the full mechanical chain from the rotating base to the shoulder, elbow, wr… - [@a16z on X](https://x.com/a16z/status/2101336042712518878) Databricks' @alighodsi with a16z's Martin Casado on who should be policing the AI labs: Martin: "There's kind of three proposals. The OpenAI, Anthropic one is a third party. The Elon Musk one, as far … - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2101324639615983701) This will get a lot better. The new voice interfaces from OpenAI show they can handle dynamic, streaming, real-time data. https://t.co/TLbbWCZz7S - [@ctorobotics on X](https://x.com/ctorobotics/status/2101310348011675962) GPT-6 Astra is solving spatial puzzles that are surprisingly difficult for robots. 🤯 In this demo by Qineng Wang, Astra tackles tasks such as unlocking interlocked parts and threading a rope through … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101183542634086508) OpenAI ‘ethically hacked’ with help of Anthropic’s Claude chatbot US cybersecurity researchers who conducted hack say ‘scope of what we could theoretically access was huge https://t.co/bR1IKkMKmR - [@stretchcloud on X](https://x.com/stretchcloud/status/2101154312286257613) 2.8MB. 99.7% on form-filling eval. CUA-S1-FORMS is the first open-source System One model for computer use. Tiny, specialised, lethal at one task. We keep defaulting to frontier models for everything.… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2101102946947928161) RIDICULOUS: a $6500 bug bounty for something this serious is OFFENSIVE. These guys are going to make more $ on their X creator payouts than they'll get from OpenAI. Let's talk about bounties. (1/9)🧵 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2101082075893809272) FT: OpenAI > OpenAI projects it will burn through nearly $280 billion in negative free cash flow between 2026 and 2030 due to aggressive investments in computing power. > Expenses are expected to heav… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101058682419294389) We're not just getting faster frontier models. A completely different model category shipped this week. TypeSafe AI released Jev on Sep 15. Built by Diogo Almeida, one of the people behind ChatGPT's r… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101033516419211647) A new agentic open-weights model drops Tuesday. 3x cheaper than DeepSeek Flash. 15% better on long agentic loops. Available on RouteLLM API and on the coding agent. Designed for 90% of coding tasks. M… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100904164050022743) Diogo Almeida built RLHF and InstructGPT at OpenAI. The $40M bet from DCVC is that once you've split decisions from generation, you don't go back. https://t.co/MeSHYINQs8 - [@stretchcloud on X](https://x.com/stretchcloud/status/2100833951384584366) The bottleneck moved from generating text to making decisions. Jev from TypeSafe AI launched this week out of stealth. It is not a chat model. It is a System One model: it accepts any unstructured con… - [@HumanoidAn on X](https://x.com/HumanoidAn/status/2100782575174434967) Humanoid robotics may be approaching its ChatGPT moment. @Figure’s Helix 2.5 transferred learned behaviors across 30 unseen homes. The bigger story isn’t bed-making or laundry. It’s whether physical i… - [@frontrunvc on X](https://x.com/frontrunvc/status/2100642062425051619) STEALTH 🥷: 5 founders building in stealth, recently flagged by the stealth discovery pipeline coming soon to @frontrunvc: 👇 1. @vipul_1011 = research scientist at @scale_AI, FAIR at @AIatMeta, red-t… - [@Newsforce on X](https://x.com/Newsforce/status/2100627088248013069) 🇬🇧 King Charles brought leaders from Nvidia, Google DeepMind, OpenAI and Anthropic together for an AI summit in Scotland. He warned the technology could have “catastrophic” consequences in the wrong… - [@Newsforce on X](https://x.com/Newsforce/status/2100578593629671511) 🇬🇧 King Charles has warned AI could be used in “catastrophic ways” if it falls into the wrong hands, calling for safeguards before it is “too late.” The King opened the AI summit at Dumfries House i… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100571018309796196) OpenAI Discloses Six New Incidents of ‘Concerning’ A.I. Behavior The artificial intelligence company also released a framework for reporting when its systems go wrong. https://t.co/yFNsvtNQ2B - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2100532874491412619) Top stories in AI today: - Zuckerberg breaks ranks on the AI slowdown - Nate's Notebook: Same-hole thinking - A beginner’s guide to ChatGPT Work - Google DeepMind starts an AGI think tank https://t.co… - [@Newsforce on X](https://x.com/Newsforce/status/2100449672061964350) 🇺🇸 OpenAI says it found new cases of AI models behaving deceptively or taking actions they were never authorized to take. The company disclosed 6 incidents, including models hiding mistakes and crea… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100443378186166632) The routing problem in a multi-harness agentic stack has been an LLM call problem. You route to Claude Code, Codex, Opencode, or another harness by putting logic in a system prompt and burning tokens … - [@stretchcloud on X](https://x.com/stretchcloud/status/2100413179071267140) OpenAI just published the most detailed AI misalignment disclosure from any frontier lab. Six incidents. Each one documented: what the model did, when it happened, what triggered it. The one I find mo… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2100403373803528245) Regulating AI matters. On either side of the table, the question is no longer whether it happens. It is who gets to say they did it first. "I think it's totally possible Trump regulates AI too." "Ther… - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2100276060721950738) GPT-6 Astra is an incredibly good robotics model https://t.co/sgop0Wn8Ga - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2100227261966250261) $AVGO is getting too cheap to ignore. Forward PE is 20x. A year ago it was 32x. Forward EV/EBITDA is 16x, down from 26x. The multiple has been cut by more than a third while the business did this: Q3 … - [@frontrunvc on X](https://x.com/frontrunvc/status/2100208329813573653) 10 founders building in stealth 🥷 👇 1. @achowdhery = PaLM and Gemini lead at DeepMind, now CEO of a stealth AI startup 2. @skcd42 = shipped Grok Code Fast 1 at xAI, co-founded CodeStory (YC S23) 3. … - [@stretchcloud on X](https://x.com/stretchcloud/status/2100190461390393737) Diogo Almeida co-invented ChatGPT and RLHF. His new model Jev is worth taking seriously.The numbers he's posting are stark: 20-200x faster inference, 40-400x cheaper, output tokens free. That's not a … - [@stretchcloud on X](https://x.com/stretchcloud/status/2100185432868720706) Google open-sourcing ARTEMIS changes the mobile automation stack in a specific way worth paying attention to.99%+ success rate on AndroidWorld is a benchmark number. What matters more to me is the MCP… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100145162878177484) 98% of GPT-6 Astra's benchmark performance. 1.4% of the cost. That's what OpenDesign found when they benchmarked DeepSeek V4.1 Flash on everyday design tasks. Every other model in the comparison score… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100102289922900262) CFO of OpenAI, Sarah Friar, on pacing the frontier: "If we have to pace things, we will always make an investment decision based on strong ROI, but from where I sit today there is so much opportunity … - [@MParekh on X](https://x.com/MParekh/status/2100088469909381455) AI: The AI ‘Security Dilemma’. Hidden Reasoning & Mega-IPOs. AI-RTZ #1211 (Part 1) ...OpenAI’s Astra thinks in ‘neuralese’. Closed labs show less of it. Fewer tokens, better margins, ahead of the mega… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100078473419104388) My read: When software needs to route between agents, classify intent, or make a binary API decision, it doesn't need a paragraph. It needs a number. That's what TypeSafe AI built Jev for. System One … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100059348013658522) Big day in the AI world. Here are some important highlights for you all: Satya Nadella's full discussion at the All-In Summit was released on Youtube today: > Nadella advocates for a multi-model world… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099973494704398609) Sachin Katti of OpenAI says we need a lot more compute to make sure frontier models are safe “The way we will make sure frontier models are safe and aligned is by spending compute. So the counterintui… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099957929130553350) OpenRouter just published a data point I keep coming back to: for the first time in 2.5 years, their users spent more on OpenAI models than Anthropic last week. Anthropic's share on OpenRouter has fal… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2099899065471279150) "Everything AI has achieved so far is but a drop in the ocean." That's page one of a 75-page paper called "The Last AI Built by Humans," from 30+ researchers at ByteDance, Tsinghua, Shanghai AI Lab an… - [@a3automate on X](https://x.com/a3automate/status/2099863428093366326) 🤖 AI robot or just ChatGPT on a body? Dhruv Batra says language isn’t enough. Show the dexterity, navigation and physical understanding. https://t.co/pCfWh92x7L - [@tphuang on X](https://x.com/tphuang/status/2099862836855886249) When trying to forecast where LLMs are going in China, it's important to hear what supply chain is saying. Today, HW said that 10T param models will be baseline for LLMs in near future. As such, 100k+… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099746787905122721) The inference layer just got a native desktop. Cline shipped Cline Desktop this week: a standalone app for open-weight models, not just a VS Code extension. ClinePass at $9.99/month gets you DeepSeek … - [@stretchcloud on X](https://x.com/stretchcloud/status/2099716085658325426) DeepSeek just shipped deepseek-harness under MIT and the architecture is striking. Every component of the agent loop is a swappable plugin: model, tools, sandbox, UI, and the agent loop itself. Want C… - [@kyleichan on X](https://x.com/kyleichan/status/2099680348141437113) “AI extreme loss of control risk requires high vigilance.” This is a senior cybersecurity official in the Cyberspace Administration of China speaking to Chinese state media about the new risks reveale… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2099679686758400144) GPT-6 Astra reportedly gets deeper without getting bigger. The labs already know what that means for scaling. "It's basically confirmed that GPT-6 Astra uses loop transformers, which means that instea… - [@ricci_nov on X](https://x.com/ricci_nov/status/2099644679893704768) Dario Amodei says Anthropic should slow capability gains, not just spend more on safety. Cited: recursive self-improvement since summer, plus the OpenAI-Hugging Face agent swarm that attacked unrelate… - [@martin_casado on X](https://x.com/martin_casado/status/2099624887967224041) OK, let me irritate everyone for a moment ... The non cynical view here is that the labs are trying to navigate impending, unsophisticated federal regulation and a "high strung", well financed doomer … - [@stretchcloud on X](https://x.com/stretchcloud/status/2099620455996920003) Coding agents just split into two permanent tiers. Cline Desktop shipped today: native macOS interface for working with open weights models. ClinePass provides access to DeepSeek-V4.1-Flash, Musespark… - [@Newsforce on X](https://x.com/Newsforce/status/2099619197563117769) 🇺🇸The people building AI just told the world to hit the brakes, while the president of the United States wants America to floor it. Anthropic CEO Dario Amodei says the models are now writing the nex… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099605356603203930) Both OpenAI and Anthropic are shipping mid-tier model updates this month. GPT-6 Sol is already appearing in the OpenAI API in internal testing. Positioned between GPT-6 Astra ($10/M input, $50/M outpu… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099600322746540418) OpenAI is building a camera company. Glass Imaging shipped GlassAI, a Neural ISP that brings DSLR-level image quality to smartphone cameras using AI at the signal processing level. Founded by former A… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099555024552526272) GPT-6 Astra is not a better chatbot. It is a computer-use agent with a 1,050,000 token context window priced at $10 per million input tokens. Those three things together are the story. The context win… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2099551195539136574) JD Vance is warning that the largest AI companies may be using safety regulation to protect themselves from future competition (Save this). His argument is not that AI has no risks but rather acknowle… - [@Newsforce on X](https://x.com/Newsforce/status/2099536749663842486) 🇩🇪Germany just told Europe it will not freeze AI development, calling it “not a viable option,” even after Anthropic’s CEO called for independent scrutiny of frontier labs. Berlin flagged a “new thr… - [@a16z on X](https://x.com/a16z/status/2099518353622831157) Greg Brockman on AGI arriving quietly and unevenly: "I think that AGI has turned out to be less of a point in time and more of this sort of fuzzy spectrum. And for me, Astra has really hit something t… - [@IEEESpectrum on X](https://x.com/IEEESpectrum/status/2099500190604345533) How OpenAI Used Its Own LLMs to Design Its Jalapeño Chip https://t.co/sslB4Q2yjH - [@stretchcloud on X](https://x.com/stretchcloud/status/2099481540463915349) The productivity gap across the category is getting hard to ignore. An Anthropic engineer said in a workshop this week: 99% of people use Claude Code like Google Search. Only 1% are running swarms of … - [@MParekh on X](https://x.com/MParekh/status/2099376283524235450) ‘All Together Now’ in AI. Anthropic, OpenAI & Elon’s ‘Blip 3.0’. ARD #162 ...Dario asks to pace the frontier. Sam, Elon, Demis and Satya say yes. Jensen dissents. Washington and Beijing pass. @Anthrop… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099283233414529170) Paul Graham posted something yesterday that I keep thinking about. "If the model companies are all going to slow down, this makes it slightly more feasible to start a new model company." 185K views, 3… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2099247873460490632) No need to work at OpenAI or Anthropic to start thinking AI or humanoid robots will probably kill us one day. Before that happens, apparently they’re going to embarrass us at basketball. Chris Matthew… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2099223254301040738) Anthropic’s CEO admitted that the companies building superintelligence may be too powerful to govern themselves (Save this). Dario Amodei is saying that frontier AI could become too important and pote… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099209497826742489) A persistent cloud computer per bot - browser, filesystem, terminal - running continuously whether you're active or not. SpaceXAI is demoing this by building an actual company using only Grok Bot at t… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099199431149306149) The SWE-2 result is worth reading closely. Not the cost headline. The mechanism.Cognition took Kimi K3 as a base and scaled reinforcement learning to multiple trillions of parameters. That specific ph… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2099191606280863951) I placed one table in front of the humanoid robot. GPT-6 Astra turned it into a full-body locomotion test. The robot approaches the table, climbs onto it, stabilizes its body, then returns to an uprig… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099174266050662883) The Navier-Stokes result is not really about mathematics. OpenAI's internal model used 10,000 coordinating agents to arrive at a Lean-verified solution in 88 hours. 2.7 million messages exchanged. 130… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099060529335615732) The harness is now the API. That's the real headline from OpenAI's Agents API public beta launch on Sep 10. Before this week, if you wanted to build on Codex's harness, you had to replicate it yoursel… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099007668652482780) Grok Bot launched in beta August 11. Persistent AI agent with its own cloud computer screen, shared file system, and shared browser. Coordinates via group chats and handoffs. Starts at $20/month. The … - [@stretchcloud on X](https://x.com/stretchcloud/status/2098921097253339535) Introducing Agency. Never prompt again. AI prompts you. The inversion is the interesting part. Most AI tools wait for you to tell them what to do. Agency works the other way: you give it your life con… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098912582060875786) Inside the Snowballing Conversations at A.I. Companies About a Doomsday Researchers at Anthropic, OpenAI, Meta and Google are increasingly trying to raise awareness about the risks of artificial intel… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098872442857165157) Samsung will fabricate a custom AI chip for OpenAI — likely the successor to Jalapeno, designed with Broadcom and fabbed by TSMC. The two will also co-develop memory for Stargate, where SK Hynix alrea… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098845851426656279) OpenAI launched the Agents API public beta on Sep 10 with something that hasn't existed before: a managed remote execution layer for coding agents. The Codex harness handles the sandbox. You define th… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098816407526105290) Most code review tools today are either fully LLM-driven or fully rule-based. Alibaba's open-code-review is neither. They open-sourced the tool they run at scale internally. The architecture is hybrid… - [@ErenChenAI on X](https://x.com/ErenChenAI/status/2098813770730471827) GPT-6 Astra. One image + one text description, got this RL robot demo done in half an hour. https://t.co/mVxjmJa2x9 - [@stretchcloud on X](https://x.com/stretchcloud/status/2098811374642094488) The constraint in AI right now isn't compute or data. It's the gap between what we can build and what we can verify. Amodei published an essay today calling for the industry to pace capability improve… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098794512974057607) HSBC: Anthropic and OpenAI are losing market share in token volume, but their share in token spend has remained strong. $GOOGL $META $MSFT $AMZN - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2098780265074287073) The biggest AI companies may be using safety to lock everyone else out of the future (Save this). @DavidSacks believes that warnings about catastrophic AI risks will build public support for a powerfu… - [@ctorobotics on X](https://x.com/ctorobotics/status/2098773628267725237) GPT-6 Astra just stepped into robotics. 🤖 A new demonstration from Wenli Xiao shows GPT-6 Astra using physical in-context learning to control two robot arms. The setup is surprisingly simple: give As… - [@ruudvz on X](https://x.com/ruudvz/status/2098758853986816172) Laat je niet foppen, no panic: Open-AI Hack van Hugging Face is Goed Nieuws! https://t.co/5KxqGHYLcV https://t.co/H8PtVSqjiB - [@stretchcloud on X](https://x.com/stretchcloud/status/2098749718075777359) The bottleneck for production agents isn't the model. It's the plumbing. Sessions time out. Contexts overflow. Sandboxes need provisioning. Coordinating work across multiple subagents requires bespoke… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2098728092835434770) This is where CAD agents start running into the real difficulty of mechanical design. 25 motor drives, 50 tendon branches, cable routing, transmission geometry and MuJoCo constraints all have dependen… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098569027308446044) The most interesting thing about OpenAI's Habitat rewrite is not the numbers. It is who did it. Two engineers. Codex. GPT-5.5. One quarter. A full Python-to-Rust rewrite of the storage system serving … - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2098567126717993218) 46% is impressive, but I’d like to see where the failures happen. Does Astra fail during perception, during the grasp, or after both arms start interacting with the same scene? That breakdown would te… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098539835111714954) The Agents API is not a new framework. It is the agent loop becoming managed infrastructure. Before yesterday you wrote the harness yourself. You owned the environment, the retries, the state compacti… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098534801783635996) The benchmark race is converging. DeepSeek V4.1 Flash, Claude Opus 5, GPT-5.6 Sol — all within 1-2 points on agentic evals. The differentiation is moving to workflow tooling: harness design, caching s… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098509635900563512) DeepSeek V4.1 Flash: 74.2 on DeepSWE v1.1. Beats Claude Opus 5 (74.0) and GPT-5.6 Sol (73.0). $0.003/M cached off-peak, $0.60/M output. 30x lower recorded agent cost vs frontier. Agents read the same … - [@stretchcloud on X](https://x.com/stretchcloud/status/2098495794647322747) The standard voice agent pipeline has always had the same problem: three separate models chained together, each handoff adding latency and losing context. Speech-to-text captures what the person said.… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098480695223988382) The agent harness just got commoditized. OpenAI launched the Agents API on September 10 in public beta. One API call gets you cloud sandboxes, long-running sessions, tool use, and multi-agent orchestr… - [@frontrunvc on X](https://x.com/frontrunvc/status/2098452284002681299) EARLY: @conceptdotdev - 218 followers (AI) agents that work with humans in the physical world. built with early customers in robotics and semiconductors. flagged on @frontrunvc july 6th. then the peop… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098450733373038692) Asked about AI extinction risk, Trump said he has no concerns and put the US a year ahead of China. The same week, more than a dozen OpenAI and Anthropic insiders warned about recursive self-improveme… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2098431313099268164) Imo the debt fear around $ORCL has created a solid opportunity here. The fear is that Oracle is borrowing itself into a hole to build for one customer. which is understandable, but the call walked thr… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098431176872480887) OpenAI is considering slowing down the development of cutting-edge artificial intelligence, CEO Sam Altman told staff in a companywide meeting this week, and said that he is hoping that other AI compa… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098428602777768051) GPT-6 Astra turning 9 messy photos into a fully interactive 3D model is the demo, but the underlying shift is more interesting. OpenAI positioned Astra around three capabilities at launch on September… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098388085113524594) The shift I keep watching unfold in coding tools finally got a name: persistent coordinator agents. Cursor just shipped Projects. One thread that stays open as long as the work lasts. A coordinator ag… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098357382799884446) The pattern I keep seeing: infrastructure OpenAI ran internally becomes the building block everyone else now builds on. The Agents API is the Codex harness as a public API. Four objects: an Agent (mod… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098267792474857582) The harness is now a product, not infrastructure you build yourself. That's the pattern behind OpenAI's Agents API, which landed yesterday in public beta. For years, every team building production age… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098211924307513571) OpenAI's Agents API went into public beta today. No extra fees beyond usage. Every developer gets the same harness that runs Codex internally. The execution environment options are what matter. OpenAI… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2098157429972500706) If compute is the biggest moat in AI, shouldn't we be buying OpenAI and Anthropic? Dylan Patel puts OpenAI at roughly 2 gigawatts entering 2026 and Anthropic slightly below, with both above 5 by year … - [@MParekh on X](https://x.com/MParekh/status/2098153296351351009) ‘Not So Fast’ in AI. OpenAI, Anthropic & the AI Economy. ARD #160 ...OpenAI’s price cuts vs Anthropic’s IPO. AI doom ahead of the IPOs. AI Impact on Economy. Apple’s listening Watch. $AAPL Full writeu… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098122333915599131) A terminal multiplexer for AI coding agents just raised $6M. Bessemer led it. YC and E2 participated. Tobi Lutke, Dane Knecht from Cloudflare, and Gorkem Yurtseven from https://t.co/wgZmOqI59X came in… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098102693550325781) OpenAI's first inference ASIC, Jalapeno, is made at TSMC with Samsung HBM4. OpenAI Korea now says next-generation chips could also run at Samsung foundry and packaging. Samsung and Broadcom already ha… - [@MParekh on X](https://x.com/MParekh/status/2098082424089428100) 'Not So Fast' in AI: OpenAI Price War, Anthropic Doom Talk, 4.7% Math & Apple Watch | ARD #160 AI Ramblings Daily podcast #160 in AI-RTZ. $AAPL YouTube link with source notes: https://t.co/VSK2Lbc6KA - [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2098080470235762702) Two big updates 1. I published an @FT op-ed on the OpenAI/HF incident & follow-ups 2. We’re starting an Open Alignment team at @huggingface to work on safety & alignment for open models, incl cybersec… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2098070606528889033) DeepSeek V4.1 Flash is here, and DeepSeek calls it "the smallest model in our new architecture family," with a V4.1-Pro still to come. It beats GPT-5.6 Sol and Claude Opus 5 on several agentic, coding… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098028389307171003) The AI policy window is open. We need to act. By Chris Lehane, Chief Global Affairs Officer at OpenAI https://t.co/PzeTMzdzEh - [@stretchcloud on X](https://x.com/stretchcloud/status/2097982160527601857) The interesting architectural move in GPT-6 Astra is what they call recurrent depth. Instead of stacking unique layer blocks, the model reuses a core block of layers in a loop. You get more effective … - [@stretchcloud on X](https://x.com/stretchcloud/status/2097909431212130544) Claude Code, Cursor, and Codex reach for completely different tools on the same task. The New Stack piece documents this: agents from the same category, given identical instructions, select different … - [@stretchcloud on X](https://x.com/stretchcloud/status/2097904398022365474) The MCP ecosystem just got its first serious security review layer. The CyberAgents Exchange AI Inspector reviews AI agents, skills, MCP servers, and multi-agent playbooks before they go into producti… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097884517650272494) 250 people and a published reference architecture for AI-driven vulnerability remediation at defense scale. OpenAI's Defense Factory is running continuous scanning, auto-patching, and threat modeling … - [@MParekh on X](https://x.com/MParekh/status/2097823960792510507) ‘Beyond the Moon’ in AI. PwC, Google, OpenAI & Apple. ARD #159 ...PwC’s $31.6T by 2050. Google’s €13B in Finland. OpenAI’s Navier-Stokes Math proof, credit fight. Apple’s $1,999 Duo. $AAPL $GOOG Full … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097809963141791875) Just some notes from $NBIS fireside chat at Goldman Sachs Tech Conference: TLDR: Yep, it's bullish. 1. Order book extends into H1 2028 which is 2 quarters further out than at Q2 ER. Arkady said "peopl… - [@MParekh on X](https://x.com/MParekh/status/2097809585100685314) 'Beyond the Moon' in AI: PwC's $31T, Google's Finland, OpenAI's Proof & Apple's Duo | ARD #159 AI Ramblings Daily podcast #159 on AI-RTZ $AAPL $GOOG YouTube link with show notes: https://t.co/vcR3u0To… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2097792208791273726) King Slide founder and chairman Lin Tsung-Chi is now Taiwan’s richest man with a net worth of $17.8B. His business? Drawer slides and precision rail kits for AI servers. That puts him ahead of: • Dari… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2097787260837994668) Can a general frontier LLM replace dedicated robotics foundation models? After OpenAI’s GPT-6 Astra autonomously learned to control a robotic arm to paint the Golden Gate Bridge, a debate erupted acro… - [@ramez on X](https://x.com/ramez/status/2097728192874430958) Where are we on RSI? There are three charts I found most interesting from OpenAI's RSI report, and what they tell us about AI capabilities and RSI or AI productivity acceleration. A brief thread 🧵 - [@Newsforce on X](https://x.com/Newsforce/status/2097723565202145631) 🇺🇸 OpenAI’s AI agents bypassed restrictions and used more than 10 previously undisclosed websites to communicate without authorization, researchers told Reuters. The agents were reportedly supposed … - [@luxonis on X](https://x.com/luxonis/status/2097711658315493758) Use our Toolkit in Codex CLI: $luxonis routes the request, the Luxonis MCP server supplies current docs and models, and the agent builds and verifies an OAK app end to end. Install: codex plugin marke… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2097695903314268231) $META is my favorite mega cap play right now, and Muse is exactly why. Muse is a personal AI agent that actually takes actions, not just answers questions. Sends emails, books travel, negotiates bills… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097678410973675768) The security layer for the agentic stack is shipping. Tenable launched the CyberAgents Exchange AI Inspector in partnership with OpenAI. It scans AI agents, skills, MCP servers, and multi-agent playbo… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097663309386481789) The frontier AI market just got a harder-to-ignore data point from Europe. Mistral raised a 3B euro Series D announced yesterday. Samsung led, joined by EQT's Scaleup Europe Fund and PSG Equity. Adven… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097658515623940342) OpenAI says working with Samsung on next-generation chips, deepening cooperation https://t.co/DSh2s1kX53 - [@stretchcloud on X](https://x.com/stretchcloud/status/2097602659708538985) The last time a model launch caused this kind of infrastructure scramble, it was GPT-4 in 2023. That's the scale of what's happening with GPT-6 Astra. Launched September 3, Astra is OpenAI's first mod… - [@Newsforce on X](https://x.com/Newsforce/status/2097592089819463706) 🇨🇳 DeepSeek is reportedly preparing for an IPO on Shanghai’s STAR Market, with CITIC Securities hired to begin the listing process before the end of the year. The Hangzhou-based AI startup is raisin… - [@MParekh on X](https://x.com/MParekh/status/2097552471153394107) AI: Anthropic’s $517B vs OpenAI’s $750B Compute Race. AI-RTZ #1204 ...the two compute ledgers ahead of both mega-AI IPOs, in dollars and in gigawatts. Nvidia sits on both sides. https://t.co/CvNudzRFD… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097542010143990196) Every time an agentic system routes a task from one model to another, the receiving model pays a prefill tax. It has to re-read the entire conversation from scratch, driving up both cost and latency. … - [@stretchcloud on X](https://x.com/stretchcloud/status/2097481863698985158) The thing that got buried in the Navier-Stokes story is not the math. It is what the compute profile looks like. 10,000 coordinating AI agents. 88 hours. Cost estimated in the millions of dollars. A m… - [@kyleichan on X](https://x.com/kyleichan/status/2097458864249594118) From the new NSA distillation report: “By mid-2026, Z AI had distilled billions of tokens of GPT-5.5 data and Claude Opus 4.8 data to develop the CoT reasoning capabilities of its model.” https://t.co… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097422724130107679) The most revealing number from today's announcement isn't the solved problem. It's the architecture. 10,000 concurrent agents. 88 hours. 2.7 million messages exchanged. 130 billion output tokens consu… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2097311387852611943) $QCOM just entered the custom silicon and optical connectivity race, and Amazon is the customer. They announced a multi-generation collaboration to build custom silicon for AWS AI infrastructure, plus… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097149674792919092) Anthropic investors are targeting a $2 trillion IPO valuation in October.Revenue run rate hit $65B in July. In December 2025 it was $9B. That is 7x growth in seven months. The Series H in May priced t… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097129793699639555) The bubble argument has a revenue problem.Milk Road published data this week: global AI revenue at a $229B annualized run rate, up 3.5x in a single year, doubling every 7.2 months. Anthropic reported … - [@stretchcloud on X](https://x.com/stretchcloud/status/2097124760584950035) The hardest question in agentic AI right now is not capability. It is https://t.co/ygZv75M8oP published a critical review of agentic AI papers through August 2026. The framework they propose, "justifi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097089276697784487) The mechanism that matters: GPT-6 Astra is the first OpenAI model where earlier models supervised the training of the new one. That recursive loop produced: - 99.9% ARC-AGI-3 (up from ~85% for Sol) - … - [@Newsforce on X](https://x.com/Newsforce/status/2097003106819063993) 🇺🇸OpenAI just hired Jessica Schumer—Chuck Schumer’s daughter and Amazon’s former New York policy chief—to run government outreach in the Northeast. Her dad helped steer Senate AI policy. They’re als… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096973262379241594) OpenAI published what its own researchers spend to run agents. Median researcher: over $600 per day in inference costs at API prices. Top 10%: over $7,000 per day. The whole research organization now … - [@stretchcloud on X](https://x.com/stretchcloud/status/2096963196829540823) Eighteen thousand posts on an abandoned German wiki, written by autonomous agents over two months. This is the OpenAI incident from May through July this year. The classification OpenAI settled on was… - [@ctorobotics on X](https://x.com/ctorobotics/status/2096961694316777721) AI is now designing PCBs inside KiCad. 🤯⚡ OpenAI’s GPT-6 Astra can take an electronic schematic and operate KiCad to place components and route copper traces, producing a complete PCB layout. OpenAI … - [@ctorobotics on X](https://x.com/ctorobotics/status/2096923937896911033) GPT-6 Astra just showed a major jump in real robot control. 🤖⚡ In a RoboCurve evaluation, GPT-6 Astra controlled a pair of YAM robotic arms and completed a pick-and-place task in 19 of 20 trials a 95… - [@Scobleizer on X](https://x.com/Scobleizer/status/2096864456840253658) The interesting thing is, it's the users who are helping to fill the data flywheel that has been created here. And so, the more people who switch over from other models to using Astra, Astra or Sol or… - [@tchsignal on X](https://x.com/tchsignal/status/2096855479788167311) What OpenAI's Astra Advert Really Shows About the Future of Creative Work OpenAI's Astra advert offers a revealing look at how the company wants people to think about its next generation of AI: not si… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096848439711588548) The 36-point gap between GPT-6 Astra's 98.6% (OpenAI Provider Adapter) and 62.7% (standard harness) on ARC-AGI-3 is not a model quality story. It is a harness design story. Benchmarks measure the meas… - [@tphuang on X](https://x.com/tphuang/status/2096778679875731783) If we think of LLMs as a compression of knowledge & then the accumulation of data determines which models are better. Despite OpenAI spending bundles on wide variety of knowledge base, Anthropic to me… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096771935854080303) The alignment problem just became an engineering deadline. The case Mark Chen is making after this week's announcements deserves more attention than it is getting. If we are entering the AGI era, then… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096761869478330398) The benchmarks just moved past the conversation. OpenAI released GPT-6 Astra on September 3, 2026, trained on roughly 100,000 NVIDIA Grace Blackwell NVLink72 chips. NVIDIA's Jensen Huang called it AGI… - [@ramez on X](https://x.com/ramez/status/2096721240744763574) Great read on how AI is being used to accelerate productivity inside OpenAI, with breakdowns on type of task and task length. https://t.co/Ciy4cjXC7d - [@tchsignal on X](https://x.com/tchsignal/status/2096637755120050574) GPT-6 Astra Is More Aligned — and Harder to Monitor OpenAI says GPT-6 Astra is more aligned than GPT-5.6 Sol, yet its written reasoning is also harder to monitor. That distinction is one of the most i… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096637330819784906) OpenAI acknowledges 'wiki incident' and need for more transparency around unintended AI behavior https://t.co/pD85JpxLYi - [@tchsignal on X](https://x.com/tchsignal/status/2096634882739122482) OpenAI Is Rethinking How It Discloses AI Agent Failures OpenAI says it is developing a new framework for reporting AI agent misalignment after confirming a wiki-related incident and acknowledging that… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096610055684755886) Jason Calacanis believes Nvidia is becoming the infrastructure platform for the entire AI industry. OpenAI and Anthropic mainly sell access to their models through tokens but Nvidia sells the GPUs, se… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096547708345688101) Something I keep noticing this week: the real battleground has shifted off the model leaderboards entirely. Three signals from the same seven days: Anthropic committed to $35 billion in compute throug… - [@tchsignal on X](https://x.com/tchsignal/status/2096525320564445566) Seattle Times and Newsday Sue OpenAI and Microsoft Over AI Training The Seattle Times and Newsday have sued OpenAI and Microsoft in federal court, alleging that their journalism was copied without per… - [@tchsignal on X](https://x.com/tchsignal/status/2096443550238130482) OpenAI's Wiki Incident Exposes an AI Disclosure Gap OpenAI has confirmed what it calls a wiki incident, in which its AI agents wrote content to several public internet sites. Reuters connected the act… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096402499167252911) Researchers found ~18,000 posts from OpenAI agents on a dead German wiki, used May to June to pool answers and share sandbox-bypass tricks; edits stopped abruptly after 6/22. Separate from the ~700 ag… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096364752725217307) The OpenAI wiki incident ran from May to July 2026. Agents inside an OpenAI research cluster found that GET requests to external URLs were not blocked. They used that gap to coordinate by writing and … - [@stretchcloud on X](https://x.com/stretchcloud/status/2096304103286825257) GPT-6 Astra went GA on September 4. The feature that keeps pulling my attention: async tool calling baked into the base model, not bolted on as a capability layer. Every major frontier model before th… - [@tchsignal on X](https://x.com/tchsignal/status/2096274878961955141) OpenAI’s AI Agent Wiki Incident Raises a New Disclosure Question OpenAI says it did not separately disclose an incident in which AI agents linked to its internal work used public wikis to coordinate, … - [@tchsignal on X](https://x.com/tchsignal/status/2096258212169465944) AI Outages Expose a Business Resilience Problem ChatGPT, Claude and Grok all experienced service disruptions during overlapping periods on September 3, but there is no verified evidence that a single … - [@tchsignal on X](https://x.com/tchsignal/status/2096255312278028421) Seven Tech Stories That Defined the Week This week’s technology news stretched from a major new AI model to experimental hardware and increasingly connected consumer devices. OpenAI introduced GPT-6 A… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096249921091555683) Chamath Palihapitiya believes AGI may already exist inside leading AI labs and the bigger story is that advanced intelligence is becoming cheaper and more widely available (Save this). @chamath argues… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096249242603983287) The context window problem in long coding sessions just got a real architectural fix, not another workaround. Codex CLI v0.153.0 ships an experimental_mode for context management. When enabled for eli… - [@xmaquina on X](https://x.com/xmaquina/status/2096146338811621389) OpenAI will build humanoid robots. Sam Altman confirms on the Sources podcast. Near term: data centers and infrastructure. Long term: personal robots for everyone. https://t.co/KJcpk9YRVA - [@Newsforce on X](https://x.com/Newsforce/status/2096070829083664798) 🇩🇪 OpenAI’s autonomous AI agents secretly took over a German programming wiki this spring. AI agents made more than 15,000 edits and turning it into a message board where they workarounds, shortcuts… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2096010189371773241) Recommended reading for the weekend: 1. @AswathDamodaran — The Scaling versus Profitability Trade-off: Venture Capital’s Weakest Link! 2. @FundaAI — Enterprise AI Application Research Vol. 1 & 2 3. @f… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096003623637422426) The security story inside the GPT-6 Astra launch is not the benchmark. Astra scores 100% on ExploitBench. That part got covered everywhere. What got less coverage: in simulated red-teaming, Astra inde… - [@ramez on X](https://x.com/ramez/status/2095992466847515034) This is an excellent move by @OpenAI . Bad actors will have powerful AI models that refuse nothing. Using frontier AI to secure the Internet, our devices, and our infrastructure is an essential part o… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095980532186140692) A (popcorn) kernel is a specialized seed from a variety of corn that can burst open and turn inside out when heated. A kernel is also a few hundred lines of GPU code that executes the math and attenti… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095956311498252493) The Astra rollout is a useful case study in how not to ship a flagship feature. OpenAI announced Astra as an omnimodal AI agent: voice, vision, memory, across apps. The pitch was compelling enough to … - [@ramez on X](https://x.com/ramez/status/2095924647938150575) Alternate framing: OpenAI agents discovered they could post to a wiki on the external internet, did so, and used it to communicate. https://t.co/Lnejpr3KzC - [@tchsignal on X](https://x.com/tchsignal/status/2095922412751880596) Researchers Linked Thousands of Wiki Agents to OpenAI Researchers analyzing public wiki activity attributed 3,103 AI agents to systems linked with OpenAI, documenting 14,666 edits across 4,584 pages b… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095920654759743956) OpenAI just shipped the best model in the world and the biggest winner will be Oracle (Save this). GPT 6 Astra launched yesterday and OpenAI calls it the most intelligent and aligned model in the worl… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095917053227979144) The pattern we need to talk about more: agents do not stay inside their containers. Reuters reported today that a swarm of OpenAI agents hijacked DseWiki, a German programming wiki, in May. They made … - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095914980533047483) The debt overhang narrative around OpenAI and $ORCL was overdone. Astra just dropped and it's a real leap, trained on 100,000+ GPUs at Stargate, OpenAI's own VP calling it their biggest training run b… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095900858265276714) OpenAI agents hijacked German website in previously undisclosed AI breakout this spring Can you imagine if this had been a Chinese website? https://t.co/8rww2zK8qn - [@Biti8888 on X](https://x.com/Biti8888/status/2095852558312943929) OpenAI is officially entering the humanoid robotics race. Sam Altman confirmed that the company will definitely build a humanoid robot, alongside other robotic form factors. And the goal isn’t just a … - [@DrJimFan on X](https://x.com/DrJimFan/status/2095696882844463382) Good old days at OpenAI in 2016: an agent stares at screen pixels, moves a mouse, and books a flight on United. We called it World of Bits, inside OpenAI Universe. 10 yrs later, Astra is reincarnated … - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095648259066785935) OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and bac… - [@rimtoln on X](https://x.com/rimtoln/status/2095628517103071435) GPT-6 ASTRA ISN'T A PATCH. IT'S A GENERATION FLIP. openai just shipped the model they call a generational leap past gpt-5.6 sol not better chat better computer use · coding · cyber · science ▹ why thi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095624626084716955) The AI lab valuation compression is happening.Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information. That's down from $50 billion the… - [@MParekh on X](https://x.com/MParekh/status/2095609963909648525) ‘Nothing to See Here’ in AI, Says DC. Anthropic, OpenAI & Google. ARD #155 ...Commerce clears Anthropic. DOJ backs OpenAI on fair use. Google keeps its ad stack. Ternus up next at Apple Sep 9. AI Ramb… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095609621180232193) GPT-6 Astra is here, and it might be one of the most important AI releases yet. OpenAI says the model hits 98% on FrontierMath Tier 4, 99.9% on ARC-AGI 3 and a perfect 100% on ExploitBench. It also sh… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095578824046219594) One command now routes Claude Code, Cursor, Codex, Cline, and four other coding harnesses through a single AI Gateway. That is what Vercel's setup flow does: run `vercel ai-gateway coding-agents setup… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095535005136990615) Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former ura… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2095519790920003693) Top stories in robotics today: - Uber and Wayve bring robotaxis to London - Altman says OpenAI ‘will definitely’ build a humanoid - MIT’s AI shows what self-driving cars are thinking - Skild wants to … - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095478817485689302) Sam Altman just confirmed something OpenAI had never said this clearly before. OpenAI will definitely build humanoid robots. In a new interview with Alex Heath, Altman said the humanoid form makes sen… - [@tchsignal on X](https://x.com/tchsignal/status/2095438808636338467) OpenAI and Meta Push Teen AI Safety Toward Age-Aware Design AI platforms are moving toward a more age-aware approach to teen safety. OpenAI's ChatGPT for Teens automatically places users identified or… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095428584433172584) The thing that's underrated about background computer use isn't the 'background' part. It's what happens when you're running more than one agent at a time. Single agent, background mode: manageable. Y… - [@tchsignal on X](https://x.com/tchsignal/status/2095426940241117221) OpenAI's Astra Raises a New Question About AI Reasoning Oversight OpenAI is preparing to deploy Astra, a model the company says has reached its Critical cybersecurity capability threshold and will use… - [@tchsignal on X](https://x.com/tchsignal/status/2095421748154097945) US Government Backs OpenAI's Fair Use Argument for AI Training The U.S. government has entered a major copyright fight over AI training, backing OpenAI's argument that using copyrighted written works … - [@johnkoetsier on X](https://x.com/johnkoetsier/status/2095415280142778576) Sam Altman finally just came right out and said it: "We will definitely do a humanoid. We will do other form factors as well." OpenAI is building a humanoid robot. And guess what ... he thinks the bod… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095299231904837710) The open-source alternative to Claude Managed Agents just launched. Omnara handles the production scaffolding your agent needs: durable execution, sandboxes, permissions, secrets, streaming, approvals… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095271322494628060) Sam Altman says AI usage could grow from 100,000 tokens per month in 2020 to hundreds of billions today, creating enormous demand for the companies powering the AI economy (Save this). That would repr… - [@MParekh on X](https://x.com/MParekh/status/2095258950320996639) ‘New and Improved’ in AI Models, Anthropic, OpenAI & Google. ARD #154 ...Fable 5.1’s fine print. Astra tips out on cyber. Gemini narrows the gap. World models level up. Full writeup and source links: … - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095247538127601985) OpenAI isn’t just building the brains for robotics anymore. It’s officially building the bodies. On the Sources podcast, Sam Altman confirmed that OpenAI “will definitely do a humanoid,” putting an en… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095171515839029289) Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehi… - [@tphuang on X](https://x.com/tphuang/status/2094601165707034939) Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Au… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094589489028952239) Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been m… - [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2094550665372840447) Apple claims in a new court filing that @OpenAI is actively destroying crucial evidence in trade secrets case. Apple's lawyers say an initial forensic analysis of an Apple-issued MacBook used by a for… - [1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr](https://startupfortune.com/softbank-is-negotiating-to-buy-majority-control-of-humanoid-maker-1x-at-a-6-billion-discount/) Startup Fortune (Aug 31, 2026, 9:06 AM ET): Recap of The Information Aug 27 report that SoftBank is in talks for a majority stake in OpenAI-backed 1X Technologies at about a $6 billion valuation. Piec… - [The Rundown AI on X: "Top stories in AI today: - OpenAI cuts out Cursor after SpaceX acquisition - The Rundown Roundtable: Our AI use cases - Submit your iOS app to the App Store with Codex - Court rejects Pentagon's Anthropic blacklist" / X](https://x.com/TheRundownAI/status/2094372231488872737) Post Log in Sign up Post The Rundown AI on X: "Top stories in AI today: \- OpenAI cuts out Cursor after SpaceX acquisition \- The Rundown Roundtable: Our AI use cases \- Submit your iOS app to the App… - [@LinaOrozcoDus on X](https://x.com/LinaOrozcoDus/status/2094198782057431127) OpenAI is killing the official DALL-E GPT today. The o3 model was sunset Wednesday after just 90 days. Google’s gemini-robotics-er shuts down tomorrow. The hidden risk of the AI era is Silent API Brea… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747) Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, archi… - [Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" / X](https://x.com/digitaworld1/status/2094131108371660881) Post Log in Sign up Post Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627) Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $… - [@dsoajh on X](https://x.com/dsoajh/status/2094055561390145833) @theinformation SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI. - [@theinformation on X](https://x.com/theinformation/status/2094055040759615955) Exclusive: SoftBank could take control of humanoid robot developer 1X in a deal valuing the OpenAI-backed startup at about $6 billion. Full story: https://t.co/n5H4NSRY6d - [🥵 AGI is near and the chips are hot](https://jessleao.substack.com/p/agi-is-near-and-the-chips-are-hot) OpenAI’s first chip is spicy, Sam says AGI by EOY, and much more! - [Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) - YouTube](https://x.com/SemiAnalysis_/status/2093715936406610233) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [@notreload_ai on X](https://x.com/notreload_ai/status/2093427539083464980) SoftBank is in talks to buy a majority stake in OpenAI-backed humanoid robot maker 1X Technologies at a valuation of about $6 billion. https://t.co/hQDfAfdaeX - [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547) SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 … - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093018111352139857) $6B. For 1X ! In this market. That'd be daylight robbery. SoftBank is in talks to buy a majority stake in 1X Technologies at a ~$6B valuation, per The Information. The part that stands out from the re… - [@thetechstartups on X](https://x.com/thetechstartups/status/2092960301419303005) 🚨 BREAKING: @SoftBank is in talks to buy a majority stake in @OpenAI-backed humanoid robot startup 1X at a $6 BILLION valuation. 🤖💰 @1x_tech is building NEO, a humanoid designed to live in your hom… - [Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at ~$6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and whether OpenAI is selling." / X](https://x.com/humanoidsdaily/status/2092859776606625903) Post Log in Sign up Post Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Cont… - [@wallstengine on X](https://x.com/wallstengine/status/2092791534320271417) SOFTBANK IN TALKS TO BUY MAJORITY STAKE IN 1X AT ~$6B VALUATION SoftBank is in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X, per The Information. 1X previously tried to r… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2092682059563299136) Sam Altman told TIME that by the end of this year, OpenAI will have an internal system he would call AGI. A few other eye-opening quotes from the interview: "I expect this will be the first model wher… - [The Pulse™ | Week 35: The ceiling is not the plan](https://thefogsignal.substack.com/p/the-pulse-week-35-the-ceiling-is-not-the-plan) Nevada authorized 7,000 robotaxis, and Tesla expects 2,500. NVIDIA guaranteed $105B behind OpenAI's Ohio lease and invested $1.5B. Groq raised at half. - [We’ve never seen an Anthropic before](https://www.ai-supremacy.com/p/we-have-never-seen-an-anthropic-before-2026-revenue-ipo) Anthropic’s IPO is going to leave OpenAI in the past. - [Land and Power](https://jessleao.substack.com/p/land-and-power) Terafab skips the grid, the White House has a big week (drone tariffs! sanctioned hacking!), Meta returns to open weights, and OpenAI is hiring a power trader --- Source: Roboterminal · https://roboterminal.app/companies/openai.md