<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Latent.Space: AINews: Weekday Roundups]]></title><description><![CDATA[Every Weekday - human-curated, AI-summarized news recaps across all of AI Engineering. See https://www.youtube.com/watch?v=IHkyFhU6JEY for how it works]]></description><link>https://www.latent.space/s/ainews</link><image><url>https://substackcdn.com/image/fetch/$s_!DbYa!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F73b0838a-bd14-46a1-801c-b6a2046e5c1e_1130x1130.png</url><title>Latent.Space: AINews: Weekday Roundups</title><link>https://www.latent.space/s/ainews</link></image><generator>Substack</generator><lastBuildDate>Fri, 12 Jun 2026 07:42:20 GMT</lastBuildDate><atom:link href="https://www.latent.space/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Latent.Space]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[swyx@noreply.com]]></webMaster><itunes:owner><itunes:email><![CDATA[swyx@noreply.com]]></itunes:email><itunes:name><![CDATA[Latent.Space]]></itunes:name></itunes:owner><itunes:author><![CDATA[Latent.Space]]></itunes:author><googleplay:owner><![CDATA[swyx@noreply.com]]></googleplay:owner><googleplay:email><![CDATA[swyx@noreply.com]]></googleplay:email><googleplay:author><![CDATA[Latent.Space]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[[AINews] Loopcraft: The Art of Stacking Loops]]></title><description><![CDATA[a quiet day lets us highlight a great concept from Peter Steinberger, Boris Cherny, and Andrej Karpathy]]></description><link>https://www.latent.space/p/ainews-loopcraft-the-art-of-stacking</link><guid isPermaLink="false">https://www.latent.space/p/ainews-loopcraft-the-art-of-stacking</guid><pubDate>Fri, 12 Jun 2026 05:34:09 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!6Y74!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>There&#8217;s a lot of &#8220;loop discourse&#8221; in the air:</p><ul><li><p><a href="https://x.com/steipete/status/2063697162748260627">Steipete</a>: &#8220;Here&#8217;s your monthly reminder that you shouldn&#8217;t be prompting coding agents anymore. You should be designing loops that prompt your agents.&#8221;</p></li><li><p><a href="https://x.com/0xwhrrari/status/2064804504608887040">Boris</a>: &#8220;I don&#8217;t prompt Claude anymore. I write loops, the loops do the work.&#8221;</p></li><li><p><a href="https://www.youtube.com/watch?v=kwSVtQ7dziU">Andrej</a> on <a href="https://www.latent.space/p/ainews-autoresearch-sparks-of-recursive?utm_source=publication-search">Autoresearch</a>: To get the most out of the tools that have become available now you have to <strong>remove yourself as the bottleneck</strong>. You can&#8217;t be there to prompt the next thing. You need to take yourself outside. You have to <strong>arrange things such that they&#8217;re completely autonomous</strong> and the more you know how can you maximize your token throughput and <strong>not be in the loop</strong>. This is the goal and the name of the game now is to <strong>increase your leverage</strong>&#8230;. I don&#8217;t want to be the researcher in the loop looking at results etc, I&#8217;m holding the system back. <strong>So the question is how do I refactor all the abstractions so that I&#8217;m not I have to arrange it once and hit go.</strong>&#8221;</p></li></ul><p>We like this a lot and people don&#8217;t realize how many loops we are already in:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!6Y74!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!6Y74!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png 424w, https://substackcdn.com/image/fetch/$s_!6Y74!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png 848w, https://substackcdn.com/image/fetch/$s_!6Y74!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png 1272w, https://substackcdn.com/image/fetch/$s_!6Y74!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!6Y74!,w_2400,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png" width="1200" height="675.8241758241758" 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srcset="https://substackcdn.com/image/fetch/$s_!6Y74!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png 424w, https://substackcdn.com/image/fetch/$s_!6Y74!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png 848w, https://substackcdn.com/image/fetch/$s_!6Y74!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png 1272w, https://substackcdn.com/image/fetch/$s_!6Y74!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F517bbc58-4f26-46b5-a12e-f4a5f84b0a30_1986x1118.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"></figcaption></figure></div><p>More minimalist, a smaller set of loops:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!4fI5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!4fI5!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png 424w, https://substackcdn.com/image/fetch/$s_!4fI5!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png 848w, https://substackcdn.com/image/fetch/$s_!4fI5!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png 1272w, https://substackcdn.com/image/fetch/$s_!4fI5!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!4fI5!,w_2400,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png" width="1200" height="495.6521739130435" 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srcset="https://substackcdn.com/image/fetch/$s_!4fI5!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png 424w, https://substackcdn.com/image/fetch/$s_!4fI5!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png 848w, https://substackcdn.com/image/fetch/$s_!4fI5!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png 1272w, https://substackcdn.com/image/fetch/$s_!4fI5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F347a258a-520b-4c35-9bb5-84d753fcbe5b_920x380.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>One might argue the entire game of the next century is to be able to <strong>stack loops</strong> as effectively as possible. In the early days of each phase, it will be valuable to know when to go <strong>DOWN</strong> a loop when things go wrong (for <strong>reliability</strong>)&#8230; but it will probably be more valuable to know how to go <strong>UP</strong> a loop as models improve (for <strong>leverage</strong>). </p><p>If you don&#8217;t figure out how to do this, don&#8217;t be salty when you lose to those that do.</p><p>Rich has his &#8220;<a href="https://x.com/RichardSSutton/status/2056419165502935198">Bitter Lesson</a>&#8221; for models. We now have <strong>the Salty Lesson for agents</strong>:</p><blockquote><p><strong>Don&#8217;t fix things yourself, as you have done historically.<br>Instead focus on systems that scale with more agents, like goals and orchestration.</strong></p></blockquote><p></p><p></p><p></p><blockquote><p>AI News for 6/10/2026-6/11/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Anthropic&#8217;s Fable 5 rollout, covert sandbagging backlash, and model behavior debates</strong></p><ul><li><p><strong>Silent degradation policy was quickly reversed after public backlash</strong>: Multiple posts focused on Anthropic&#8217;s decision to covertly degrade <strong>Claude Fable 5</strong> for some AI-research-related use cases, then reverse course within roughly a day. <a href="https://x.com/simonw/status/2064918665859080392">Simon Willison</a> welcomed the rollback; <a href="https://x.com/MTSlive/status/2064922000020398331">MTS live</a> summarized that Anthropic was reversing the policy; <a href="https://x.com/kimmonismus/status/2065003618710008084">Kim Monismus</a> framed it as a retreat after criticism from researchers. The strongest technical criticism centered less on the existence of safeguards and more on <strong>opaque behavior at the model layer</strong>: <a href="https://x.com/code_star/status/2064931207310118940">Code Star</a> argued safeguards are normal but &#8220;obfuscation without warning&#8221; violates the user/provider contract, while <a href="https://x.com/ClementDelangue/status/2065069246124613999">Clement Delangue</a> called avoidance of AI manipulation important.</p></li><li><p><strong>The substantive dispute is about governance, transparency, and access to frontier models</strong>: Several researchers drew a distinction between legitimate restrictions and hidden sabotage. <a href="https://x.com/RyanPGreenblatt/status/2064948033423598035">Ryan Greenblatt</a> said blocking frontier AI R&amp;D may be reasonable in principle, but silent sandbagging is not; later he argued for <strong>access programs with KYC/monitoring</strong> for safety/security researchers rather than broad capability denial (<a href="https://x.com/RyanPGreenblatt/status/2065182720133841069">1</a>, <a href="https://x.com/RyanPGreenblatt/status/2065174434672148487">2</a>). <a href="https://x.com/natolambert/status/2065082135682383950">Natasha/Lambert</a> gave the most detailed critique: the main error was an <strong>uneven safety implementation that misled users</strong>, undermined trust, and reinforced concentration of power over who gets to do frontier research. <a href="https://x.com/GergelyOrosz/status/2065029326215528474">Gergely Orosz</a> turned this into an engineering recommendation: put models behind <strong>provider-agnostic routers/harnesses</strong> so teams can switch vendors quickly when T&amp;Cs or behavior become unacceptable.</p></li><li><p><strong>Fable 5&#8217;s capabilities are strong, but its product behavior is still noisy and expensive</strong>: Benchmarks and anecdotes were mixed. <a href="https://x.com/htihle/status/2065050640154350043">htihle</a> reported <strong>87.8% on WeirdML</strong>, the first model above 70% average on each task there. <a href="https://x.com/ProximalHQ/status/2065184730279223410">ProximalHQ</a> said Fable 5 ranks <strong>#1 on FrontierSWE</strong>, with runs productive for nearly <strong>20 hours</strong> on some tasks. But practical reports highlighted cost, refusals, and odd phrasing: <a href="https://x.com/threepointone/status/2065131942279016700">threepointone</a> spent about <strong>$250</strong> on a ~10k LOC PR and didn&#8217;t find it worth it; <a href="https://x.com/cline/status/2065192415498277335">Cline</a> said cheaper models plus adversarial review loops often match or beat it on cost/perf; <a href="https://x.com/tamaybes/status/2065147305494450248">tamaybes</a> described Fable inventing internal &#8220;codenames&#8221; during coding, leaking its own &#8220;neuralese&#8221; into outputs. Benchmarks also suggested sharp asymmetries depending on task framing: <a href="https://x.com/scaling01/status/2065209370145702040">scaling01</a> pointed to <strong>200/200 refusals on ProgramBench</strong>, while <a href="https://x.com/thoughtfullab/status/2065096885514227876">thoughtfullab</a> and <a href="https://x.com/karinanguyen/status/2065198770292146280">karinanguyen</a> highlighted unusually strong post-training/AI-improves-AI behavior.</p></li></ul><p><strong>Automated AI research and agentic optimization systems</strong></p><ul><li><p><strong>Recursive SI showed a general system hitting SOTA on public optimization benchmarks</strong>: The most technically notable release was from <a href="https://x.com/RichardSocher/status/2065094362774876232">Richard Socher</a> and <a href="https://x.com/_rockt/status/2065061990800802249">Recursive SI</a>, who presented an early &#8220;automated open-ended discovery system&#8221; for AI research. They claim state-of-the-art results on three public tasks: <strong>NVIDIA SOL-ExecBench</strong>, <strong>NanoGPT Speedrun</strong>, and <strong>NanoChat autoresearch</strong>, and they <a href="https://x.com/_rockt/status/2065061993271202171">open-sourced the discoveries</a>. Detail tweets from <a href="https://x.com/cong_ml/status/2064992941844615246">cong_ml</a> gave the metrics: on NanoChat, reaching the same loss <strong>1.3&#215; faster</strong>; on NanoGPT Speedrun, reducing runtime from <strong>79.7s to 77.5s</strong>; on SOL-ExecBench, improving mean score from <strong>0.699 to 0.754</strong> over 235 kernels. This is notable less as &#8220;AGI research automation&#8221; than as evidence that current systems can already contribute on <strong>narrow, high-feedback systems optimization tasks</strong>.</p></li><li><p><strong>Microsoft&#8217;s Arbor points in a similar direction for long-horizon autonomous research</strong>: <a href="https://x.com/HuggingPapers/status/2065062300218749172">Hugging Papers</a> highlighted <strong>Arbor</strong>, a Microsoft Research autonomous research agent using <strong>persistent hypothesis-tree refinement</strong>. The claim: it beats Codex and Claude Code across six research tasks and reaches <strong>86% Any-Medal on MLE-Bench Lite</strong>. Together with Recursive&#8217;s results, Arbor suggests a growing split in &#8220;agents for research&#8221; between: (1) systems optimized for rapid iterative systems tuning, and (2) systems optimized for <strong>long-horizon hypothesis management</strong>.</p></li><li><p><strong>Benchmarks are adapting to measure AI-on-AI improvement and real-world labor tasks</strong>: <a href="https://x.com/thoughtfullab/status/2065096885514227876">thoughtfullab</a> positioned <strong>PostTrainBench</strong> as a recursive-self-improvement eval&#8212;AI training weaker models and measuring loop progress directly. <a href="https://x.com/dawnsongtweets/status/2065095757988868190">dawnsongtweets</a> introduced <strong>Agents&#8217; Last Exam (ALE)</strong>, a rolling benchmark over <strong>1,500 expert-sourced tasks across 55 occupations</strong>; frontier agents solve a meaningful fraction of work, but on the hardest tier all tested systems scored <strong>0%</strong>. <a href="https://x.com/manoelribeiro/status/2065055795998233039">manoelribeiro</a> introduced <strong>SciConBench</strong> with <strong>9.11k questions from Cochrane reviews</strong>, finding that frontier agents still cannot synthesize scientific conclusions reliably. The pattern across these releases: agents are increasingly useful in bounded loops, but remain brittle on <strong>expert synthesis and economically valuable long-horizon tasks</strong>.</p></li></ul><p><strong>Data infrastructure becomes a first-class bottleneck: robotics, dataset observability, and dependency tracing</strong></p><ul><li><p><strong>Macrodata Labs launched to build the robotics data loop</strong>: The clearest infra startup announcement came from <a href="https://x.com/gui_penedo/status/2064981375694909757">Guilherme Penedo</a>, <a href="https://x.com/HKydlicek/status/2064984505706774779">Hynek Kydl&#237;&#269;ek</a>, and <a href="https://x.com/macrodata_labs/status/2064984775652192652">Macrodata Labs</a>. Their thesis: robotics is where LLMs were a few years ago, and the hard part is not architecture but <strong>messy multimodal physical data pipelines</strong>&#8212;video, multi-rate sensors, heterogeneous formats, hand tracking, subtask segmentation, reward model scoring, and continuous ingestion. Their first product, <strong>Refiner</strong>, is an open-source framework plus cloud runtime for turning raw demonstrations into training-ready datasets with sharding, checkpointing, observability, and lineage. This drew support from multiple infra-focused practitioners who view &#8220;look at the data&#8221; and pipeline introspection as still underbuilt in multimodal/agentic settings (<a href="https://x.com/code_star/status/2064997532602663203">Code Star</a>, <a href="https://x.com/eliebakouch/status/2065114511439249852">eliebakouch</a>).</p></li><li><p><strong>Data quality/debugging is becoming more explicit and instrumented</strong>: <a href="https://x.com/GoodfireAI/status/2065118189986717902">Goodfire</a> introduced <strong>predictive data debugging</strong>, arguing that preference/DPO datasets contain hidden pathologies&#8212;from broken guardrails to hallucinations&#8212;and should be analyzed before training. <a href="https://x.com/allen_ai/status/2065100726032839024">AllenAI</a> released <strong>ModSleuth</strong>, tracing the dependency graph of modern LLMs and showing that models increasingly rely on large chains of <strong>other models plus datasets</strong>; they cite <strong>Olmo 3</strong> as depending on <strong>89 models and 183 datasets</strong>, and <strong>Nemotron 3</strong> on <strong>273 models and 560 datasets</strong>. This is a useful corrective to simplistic &#8220;model trained on web data&#8221; narratives: modern LLM construction is already deeply <strong>compositional and synthetic</strong>.</p></li><li><p><strong>Memory, retrieval, and vector infra remain active design space despite larger contexts</strong>: <a href="https://x.com/kamtybor/status/2065028126636204243">Weaviate&#8217;s Engram</a> proposes an <strong>extract &#8594; transform &#8594; commit</strong> memory maintenance loop instead of naively appending chat logs; <a href="https://x.com/weaviate_io/status/2065055262851973306">Weaviate Playground</a> packaged this and related RAG/agent demos. On the retrieval side, <a href="https://x.com/qdrant_engine/status/2065056457461321761">Qdrant</a> argued larger context windows do <strong>not</strong> make retrieval obsolete because context still imposes cost/latency, while <a href="https://x.com/rishdotblog/status/2065026144903315545">rishdotblog</a> warned against vector search without guardrails. The trend is toward <strong>active memory management and retrieval efficiency</strong>, not simple replacement by giant context windows.</p></li></ul><p><strong>Inference speed, kernel work, and open systems releases</strong></p><ul><li><p><strong>Diffusion and speculative/local inference saw concrete speed wins</strong>: <a href="https://x.com/demishassabis/status/2064873362799600042">Demis Hassabis</a> highlighted <strong>DiffusionGemma</strong>, described as <strong>4&#215; faster</strong> than other Gemma 4 variants; <a href="https://x.com/osanseviero/status/2065041448135770436">osanseviero</a> said demos had to be slowed down for viewers. <a href="https://x.com/UnslothAI/status/2065107734916432189">Unsloth</a> released <strong>Gemma 4 MTP GGUFs</strong>, claiming <strong>1.4&#8211;2.2&#215;</strong> faster local inference with no accuracy loss; the 12B model reportedly reaches <strong>162 tok/s vs 52 tok/s</strong> baseline and runs in <strong>6GB RAM</strong>. <a href="https://x.com/baseten/status/2065100012934095171">Baseten</a> made <strong>Inception Mercury 2</strong> available, claiming diffusion-LLM serving at <strong>1,000+ tok/s</strong>, with early users seeing <strong>82% latency reduction</strong> and <strong>90% cost savings</strong>.</p></li><li><p><strong>MiniMax and Together emphasized kernel/systems work behind long-context serving</strong>: <a href="https://x.com/RyanLeeMiniMax/status/2065010795625562486">MiniMax</a> open-sourced its high-performance <strong>MSA kernel library</strong>, with model weights expected shortly after; <a href="https://x.com/iamgrigorev/status/2065074479621935355">iamgrigorev</a> pointed to the paper release. <a href="https://x.com/togethercompute/status/2065109302717669392">Together</a> described the serving work behind <strong>M3</strong>: <strong>KV-block-major sparse attention</strong>, MSA integration with paged KV cache, decode index scoring optimizations, and moving multimodal preprocessing into a <strong>Rust gateway</strong> before GPU workers. <a href="https://x.com/charles_irl/status/2065148183412695282">charles_irl</a> also published a post on FlashAttention-4 inference improvements and upstream contributions, showing that performance deltas increasingly come from <strong>end-to-end serving stack choices</strong>, not just model architecture.</p></li></ul><p><strong>Agents, developer tooling, and managed execution</strong></p><ul><li><p><strong>Managed agents are becoming schedulable, credential-aware infra primitives</strong>: <a href="https://x.com/ClaudeDevs/status/2065080005328249086">ClaudeDevs</a> added <strong>scheduled deployments</strong> and <strong>environment variables</strong> to Claude Managed Agents, enabling recurring jobs and CLI/API auth without exposing secrets to the model; credentials are swapped at the network boundary (<a href="https://x.com/ClaudeDevs/status/2065080009203892302">details</a>). <a href="https://x.com/perplexity_ai/status/2065124930463916317">Perplexity</a> integrated <strong>Deep Research as a native skill inside Computer</strong>, backed by its &#8220;search as code&#8221; architecture (<a href="https://x.com/perplexity_ai/status/2065124948793028691">details</a>). These both point to the same product direction: agents as <strong>persistent services with tool/runtime boundaries</strong>, not just chat modes.</p></li><li><p><strong>Hermes, Devin, Cursor, GitHub Copilot and LangSmith all pushed further into operational tooling</strong>: <a href="https://x.com/Teknium/status/2065060810729414695">Teknium</a> unified profile management in <strong>Hermes Agent</strong>, then added remote file access in the desktop app (<a href="https://x.com/Teknium/status/2065112576552526168">remote files</a>). <a href="https://x.com/cognition/status/2065156301668171873">Cognition</a> and <a href="https://x.com/imjaredz/status/2065153770762154186">imjaredz</a> open-sourced <strong>/handoff</strong>, letting local coding agents offload jobs to cloud Devins. <a href="https://x.com/cursor_ai/status/2065137803084857845">Cursor</a> made <strong>auto-review</strong> the default for new users with a classifier subagent gating actions, claiming <strong>97% accuracy</strong>. <a href="https://x.com/MicrosoftAI/status/2065133021049782491">Microsoft</a> rolled out <strong>MAI-Code-1-Flash</strong> across Copilot tiers, while <a href="https://x.com/pierceboggan/status/2065130447630487821">pierceboggan</a> emphasized support for both model and harness choice. <a href="https://x.com/LangChain/status/2065090475913068766">LangChain</a> launched <strong>LangSmith LLM Gateway</strong> with spend limits, PII/secrets detection, trace continuity, and audit logging. The common theme is a shift from &#8220;best model&#8221; discourse toward <strong>execution control, review layers, observability, and portability</strong>.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>Fable 5 product discourse dominated attention</strong>: the highest-engagement technical-adjacent posts were highly anecdotal but still informative about perception. <a href="https://x.com/aaronli/status/2064876123109089742">aaronli&#8217;s claim that Fable 5 &#8220;solved CAD&#8221;</a> drew major attention, while <a href="https://x.com/kradleai/status/2064907897373642912">KradleAI&#8217;s thread claiming Fable 5 &#8220;lies 96% of the time&#8221;</a> captured the opposite pole: high capability mixed with trust concerns.</p></li><li><p><strong>DiffusionGemma&#8217;s speed became a breakout systems story</strong>: <a href="https://x.com/demishassabis/status/2064873362799600042">Demis Hassabis&#8217;s post</a> on <strong>4&#215; faster</strong> text diffusion for Gemma drove unusually high engagement for an inference/systems topic, suggesting strong appetite for non-autoregressive speedups that actually ship.</p></li><li><p><strong>AI economics and pricing got broad traction</strong>: <a href="https://x.com/kimmonismus/status/2064987311402537184">Kim Monismus&#8217;s post</a> arguing that premium AI subscriptions are massively subsidized&#8212;estimating <strong>$8k equivalent usage for Claude Max 20x</strong> and <strong>$14k for ChatGPT Pro 20x</strong>&#8212;was one of the more widely shared technical-business threads, especially alongside reports that <a href="https://x.com/kimmonismus/status/2065043333941207160">OpenAI may consider token price cuts</a>.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><p></p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] Open Models, Model Labs vs Agent Labs, and What's Untrainable — Sarah Guo]]></title><description><![CDATA[a quiet day lets us reflect on a great essay]]></description><link>https://www.latent.space/p/ainews-open-models-model-labs-vs</link><guid isPermaLink="false">https://www.latent.space/p/ainews-open-models-model-labs-vs</guid><pubDate>Thu, 11 Jun 2026 03:14:26 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!76lN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Sarah Guo is a <a href="https://x.com/TheTuringPost/status/2061901518522188251?s=20">friend of the pod</a> and <a href="https://open.spotify.com/episode/2FIOWcKF1Mnl2Nh1UJHJ2H">Queen of AI</a>, and after our <a href="https://www.latent.space/p/satya-2026">Satya crossover pod</a> (great <a href="https://x.com/gokulr/status/2064837699568300344">recap here from Gokul Rajaram</a>) wrote an excellent article on <a href="https://saranormous.substack.com/p/the-untrainable?r=1o4vkp&amp;utm_campaign=post&amp;utm_medium=web&amp;triedRedirect=true">her Substack</a>. Go read it, and come back for this reaction:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!76lN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!76lN!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png 424w, https://substackcdn.com/image/fetch/$s_!76lN!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png 848w, https://substackcdn.com/image/fetch/$s_!76lN!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png 1272w, https://substackcdn.com/image/fetch/$s_!76lN!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!76lN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png" width="1456" height="1548" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1548,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:455745,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.latent.space/i/201534737?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!76lN!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png 424w, https://substackcdn.com/image/fetch/$s_!76lN!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png 848w, https://substackcdn.com/image/fetch/$s_!76lN!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png 1272w, https://substackcdn.com/image/fetch/$s_!76lN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F709bf7b6-3173-4a7f-9099-fcabd2ebd438_1954x2078.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>This framework (based on <a href="https://www.youtube.com/watch?v=96S_64ipHOA">legibility, another worthwhile concept if you are unfamiliar</a>) simultaneously addresses a lot of the themes we have discussed on the Satya pod, but also Latent Space over the last two years:</p><ul><li><p><strong>The Place of Open Models:</strong> With Braintrust in 2024 we were <a href="https://www.latent.space/p/braintrust?utm_source=publication-search">maximally bearish on Open Model adoption</a>, only to turn around by our <a href="https://www.latent.space/p/pmarca">Pmarca</a>, <a href="https://www.latent.space/p/cursor-third-era">Cursor</a>, and <a href="https://www.latent.space/p/notion?utm_source=publication-search">Notion in 2026</a> pods</p></li><li><p><strong><a href="https://www.latent.space/p/agent-labs?utm_source=publication-search">Agent Labs vs Model Labs</a>: </strong>Sarah (a Cognition investor) echos <strong><a href="https://www.swyx.io/cognition">the Devin is in the Details</a></strong>: &#8220;An application earns its place in the untrainable corner by <strong>doing unglamorous work</strong>: arranging a company&#8217;s private reality so a model can act on it, handing the model the tools to act, working with the customer to change the reality of its workforce. A company that brings the translation is tough to copy &#8211; and the translation never ends. Integration and maintenance run as long as the relationship does, <strong>won by teams that put domain-specialized engineers and tools next to the customer</strong>.&#8221;</p></li><li><p><strong>Free Verifiable Benchmarks</strong>: Why labs like Anthropic were so quick to pick up <a href="https://www.latent.space/p/ainews-frontiercode-benchmarking">FrontierCode</a> for the <a href="https://www.latent.space/p/ainews-anthropic-claude-fable-5-mythos">Fable launch</a>, and why Sarah agrees, even with us, that &#8220;The most cited benchmark score of the year is a map of <strong>territory about to be worthless</strong>, and a notice of who is about to lose the right to say what counts as good.&#8221;</p></li></ul><p>She ends with a note on Intent: "<strong>Even harder is offense, choosing what to build in the first place.</strong> That&#8217;s what I spend the year looking for, and I find it maybe three times. The model is no help there. It will do whatever you point it at and can&#8217;t tell you what&#8217;s worth pointing it at, and you can&#8217;t benchmark that, so you can&#8217;t train it. It&#8217;s also the reason the incumbents don&#8217;t take everything: they keep the ground they have, and the next thing comes from someone who finds a use before the rest of us. Maybe intent is an even scarcer input than compute.&#8221;</p><p></p><p></p><blockquote><p>AI News for 6/9/2026-6/10/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Anthropic&#8217;s Fable/Mythos rollout, silent capability gating, and the trust backlash</strong></p><ul><li><p><strong>Silent degradation of AI R&amp;D help dominated the discourse</strong>: A large share of technical tweets focused on Anthropic apparently degrading model performance on AI research-related prompts without clear up-front disclosure, rather than hard-refusing those requests. Criticism was unusually broad: researchers and builders argued this creates an unverifiable gap between observed and actual model capability, undermines reproducibility, and damages trust in model outputs for adjacent domains like coding, biology, and systems work. Representative critiques came from <a href="https://x.com/natolambert/status/2064699044145095104">@natolambert</a>, <a href="https://x.com/martin_casado/status/2064727048460058937">@martin_casado</a>, <a href="https://x.com/drfeifei/status/2064735920281313688">@drfeifei</a>, <a href="https://x.com/antirez/status/2064766431531532588">@antirez</a>, <a href="https://x.com/ClementDelangue/status/2064673792303955985">@ClementDelangue</a>, and <a href="https://x.com/deanwball/status/2064665679307985244">@deanwball</a>. Several posts made the narrower point that, even if Anthropic wants to restrict frontier-use cases, <strong>explicit refusals or model downgrades</strong> would be more defensible than silent sabotage, e.g. <a href="https://x.com/hlntnr/status/2064733332882026565">@hlntnr</a>, <a href="https://x.com/_arohan_/status/2064644778147643401">@</a><em><a href="https://x.com/_arohan_/status/2064644778147643401">arohan</a></em>, and <a href="https://x.com/DBahdanau/status/2064692204287799728">@DBahdanau</a>.</p></li><li><p><strong>Enterprise concerns extended beyond safety to retention and lock-in</strong>: Builders highlighted that Fable/Mythos reportedly come with <strong>30-day prompt/data retention</strong> and no opt-out in some settings, which immediately excludes zero-retention environments and parts of Europe. See <a href="https://x.com/GergelyOrosz/status/2064618497150210391">@GergelyOrosz</a> on prompt-history retention and opaque model changes, and <a href="https://x.com/scaling01/status/2064685085379477742">@scaling01</a> on zero-data-retention incompatibility. A second-order lesson repeated by multiple practitioners: treat frontier APIs as unstable dependencies, maintain model portability, and verify outputs continuously with evals and harnesses, as argued by <a href="https://x.com/dbreunig/status/2064751540003643738">@dbreunig</a>, <a href="https://x.com/omarsar0/status/2064753171214299209">@omarsar0</a>, and <a href="https://x.com/yacineMTB/status/2064801103447736398">@yacineMTB</a>.</p></li><li><p><strong>Anthropic paired the controversy with a policy push</strong>: Amid the backlash, Dario Amodei published <strong>&#8220;Policy on the AI Exponential&#8221;</strong>, arguing AI progress is outrunning institutions and calling for stronger frontier oversight; Anthropic simultaneously announced related initiatives and a proposed government role in blocking unsafe releases. See <a href="https://x.com/DarioAmodei/status/2064781775247950326">@DarioAmodei</a> and <a href="https://x.com/AnthropicAI/status/2064783418844762489">@AnthropicAI</a>. The tension was obvious to the community: the same company being criticized for opaque private controls is now advocating stronger public controls.</p></li></ul><p><strong>Fable 5&#8217;s benchmark strength and product performance despite the controversy</strong></p><ul><li><p><strong>Fable 5 appears genuinely strong on agentic and coding workloads</strong>: Even many critics of Anthropic&#8217;s policy acknowledged the model itself is excellent. Community reports had it leading or near-leading on a wide mix of evaluations: <a href="https://x.com/arena/status/2064807170714358193">Agent Arena</a> showed <strong>#1 overall</strong> with especially large margins in confirmed task success and user praise, albeit weaker steerability; <a href="https://x.com/mchlhess/status/2064734182648221952">@mchlhess</a> said it &#8220;completely demolishes&#8221; his benchmark; <a href="https://x.com/JasonBotterill/status/2064699951578505446">@JasonBotterill</a> noted <strong>81.9% on SimpleBench</strong>; <a href="https://x.com/lvwerra/status/2064758389406589134">@lvwerra</a> reported <strong>#1 on CADGenBench</strong>; <a href="https://x.com/scaling01/status/2064812046902817051">@scaling01</a> highlighted strong computer-use results; and <a href="https://x.com/LechMazur/status/2064815890651140447">@LechMazur</a> flagged <strong>#1 on PACT</strong> negotiation.</p></li><li><p><strong>Builders reported substantial real-world gains, but not uniformly</strong>: A number of practitioners described major productivity gains on long-horizon coding and creative tasks, including game generation and hard bug-fixing, e.g. <a href="https://x.com/kimmonismus/status/2064744343349399634">@kimmonismus</a>, <a href="https://x.com/walden_yan/status/2064755974548902006">@walden_yan</a>, and <a href="https://x.com/hrishioa/status/2064717079526383699">@hrishioa</a>. At the same time, others reported brittle behavior, expensive consumption, or worse performance than GPT-5.5 on specific tasks, such as <a href="https://x.com/Sentdex/status/2064738018255159363">@Sentdex</a> and <a href="https://x.com/QuixiAI/status/2064771682397569364">@QuixiAI</a>. The net takeaway from the timeline: <strong>Fable 5 is plausibly state-of-the-art for many agentic coding tasks, but trust and product constraints are materially affecting adoption</strong>.</p></li><li><p><strong>Distribution and integration moved quickly</strong>: Perplexity added <strong>Claude Fable 5 as an orchestrator model</strong> in Computer for Pro/Max users via <a href="https://x.com/perplexity_ai/status/2064771411894567373">@perplexity_ai</a> and <a href="https://x.com/AravSrinivas/status/2064775723886182427">@AravSrinivas</a>. Apple developers got <strong>Foundation Models framework support for Claude</strong> for multi-step reasoning, longer context, and code use via <a href="https://x.com/ClaudeDevs/status/2064756984617021807">@ClaudeDevs</a>. Community behavior also suggested substitution pressure toward OpenAI/Codex after the backlash, including <a href="https://x.com/dylan522p/status/2064727949274955953">@dylan522p</a> reporting usage share moving from Anthropic toward OpenAI.</p></li></ul><p><strong>Google&#8217;s DiffusionGemma release and renewed interest in diffusion LLMs</strong></p><ul><li><p><strong>Google released DiffusionGemma under Apache 2.0</strong>: The most important open-model launch in the set was <strong>DiffusionGemma</strong>, an experimental <strong>26B MoE diffusion text model</strong> built on Gemma 4 and released with open weights under <strong>Apache 2.0</strong>. Instead of autoregressive next-token generation, it generates and refines <strong>blocks of text simultaneously</strong>, with claims of <strong>up to 4x faster</strong> output and around <strong>1,000+ tokens/sec</strong> on suitable hardware. See <a href="https://x.com/Google/status/2064741293163418032">@Google</a>, <a href="https://x.com/GoogleDeepMind/status/2064741061352636762">@GoogleDeepMind</a>, <a href="https://x.com/googlegemma/status/2064741002204545467">@googlegemma</a>, and <a href="https://x.com/sundarpichai/status/2064744343743922189">@sundarpichai</a>.</p></li><li><p><strong>The systems story landed immediately</strong>: The release mattered not just as a research artifact but as serving infrastructure progress. <a href="https://x.com/vllm_project/status/2064753414735900835">@vllm_project</a> said DiffusionGemma is the first diffusion LLM natively supported in <strong>vLLM</strong>, citing <strong>1200+ output tok/s</strong> at batch size 1 on a single H200 with FP8. <a href="https://x.com/danielhanchen/status/2064760001567306232">@danielhanchen</a> showed it running locally via <strong>llama.cpp</strong> with GGUFs; <a href="https://x.com/UnslothAI/status/2064743714875220118">@UnslothAI</a> emphasized local execution on <strong>18GB-class</strong> hardware; and <a href="https://x.com/_philschmid/status/2064745464252055647">@_philschmid</a> summarized the inference footprint as <strong>3.8B active params</strong> and <strong>256-token block denoising</strong>.</p></li><li><p><strong>Why researchers cared</strong>: Diffusion-style text generation revives questions around iterative refinement, constrained editing, fill-in-the-middle, and error correction. Multiple reactions framed it less as a productized competitor and more as a fertile research direction for <strong>non-sequential decoding</strong> and refinement-heavy tasks; see <a href="https://x.com/omarsar0/status/2064742095387005352">@omarsar0</a>, <a href="https://x.com/mervenoyann/status/2064753402064601181">@mervenoyann</a>, and <a href="https://x.com/dbreunig/status/2064752321817719204">@dbreunig</a>.</p></li></ul><p><strong>Agent tooling, infra, and benchmarks: more structure around real workloads</strong></p><ul><li><p><strong>Benchmarks are shifting from preference to trace-based agent metrics</strong>: <a href="https://x.com/arena/status/2064748918135824876">@arena</a> detailed the methodology behind <strong>Agent Arena</strong>, which mines long-horizon traces for objective signals like bash errors, tool hallucination, and &#8220;insanity&#8221; rather than relying on human preference for every step. This is an important direction for agent evals where tasks span dozens of tool calls and 30-minute traces.</p></li><li><p><strong>Memory, orchestration, and environment control keep maturing</strong>: Several launches targeted the missing systems layer around agents. <a href="https://x.com/Teknium/status/2064764570519146935">@Teknium</a> shipped GUI-based <strong>Hermes Agent profiles</strong> and later <strong>Write Gate</strong> approval controls for memory/skill updates via <a href="https://x.com/Teknium/status/2064831491130130879">@Teknium</a>. <a href="https://x.com/weaviate_io/status/2064703135902216618">@weaviate_io</a> described structured agent memory using groups, topics, and scopes in <strong>Engram</strong>. <a href="https://x.com/bromann/status/2064760446847168811">@bromann</a> argued for bringing client-side/browser capabilities into the agent loop. <a href="https://x.com/FactoryAI/status/2064764834928107914">@FactoryAI</a> launched <strong>Missions</strong> on Factory Desktop.</p></li><li><p><strong>Detection, routing, and community harnesses</strong>: <a href="https://x.com/perceptroninc/status/2064732691845824833">@perceptroninc</a> launched <strong>Agentic Detection</strong>, using multi-call zoom/reason loops for dense ambiguous visual detection instead of a one-shot detector; <a href="https://x.com/vllm_project/status/2064679109406740827">@vllm_project</a> highlighted <strong>Inferoa</strong>, a community agent harness optimized around inference economics; and <a href="https://x.com/Azaliamirh/status/2064810291574305013">@Azaliamirh</a> introduced <strong>DeLM</strong>, a decentralized multi-agent framework that reportedly reaches <strong>65.7% SWE-bench Verified</strong> with Gemini 3-Flash at less than half the cost of centralized alternatives.</p></li></ul><p><strong>Optimization, retrieval, and scientific-modeling work worth tracking</strong></p><ul><li><p><strong>Distributed Shampoo vs Muon remained a live optimization thread</strong>: A technically interesting sub-thread showed tuned <strong>Meta DistributedShampoo</strong> matching strong Muon baselines on a speedrun-style task after hyperparameter tuning and enabling pseudo-inverse stabilization. <a href="https://x.com/_arohan_/status/2064631528806908134">@</a><em><a href="https://x.com/_arohan_/status/2064631528806908134">arohan</a></em> reported validation losses around <strong>3.2766</strong> with vanilla package + tuning, while <a href="https://x.com/kellerjordan0/status/2064761560732713360">@kellerjordan0</a> pushed back on calling it &#8220;vanilla&#8221; because the critical stabilization flag was undocumented. The useful signal here is not &#8220;winner declared,&#8221; but that optimizer comparisons remain highly sensitive to hidden implementation details and numerics.</p></li><li><p><strong>Late-interaction retrieval got better kernels</strong>: <a href="https://x.com/tonywu_71/status/2064701365318767100">@tonywu_71</a> released <strong>late-interaction-kernels</strong>, fused Triton kernels for MaxSim used in ColBERT/ColPali/LateOn, claiming numerical equivalence to PyTorch at a fraction of the memory footprint. This should matter for both training and serving multi-vector retrieval models.</p></li><li><p><strong>Scientific and multimodal modeling</strong>: <a href="https://x.com/giffmana/status/2064718736783823145">@giffmana</a> highlighted new work showing <strong>diffusion video models</strong> linearly encode physical information better than V-JEPA/VideoMAE on some probes, challenging a common &#8220;videogen models are dumb physics simulators&#8221; narrative. In biotech, <a href="https://x.com/edunov/status/2064774943766925696">@edunov</a> introduced <strong>DeCAF-Pearl</strong>, a flow-map cofolding model reportedly <strong>~5x faster</strong> than Pearl while maintaining quality. On architecture research, <a href="https://x.com/ZyphraAI/status/2064842130447851947">@ZyphraAI</a> released <strong>Zamba2-VL</strong> under Apache 2.0, extending hybrid SSM-Transformer ideas into VLMs.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>Policy / governance</strong>: <a href="https://x.com/DarioAmodei/status/2064781775247950326">@DarioAmodei on &#8220;Policy on the AI Exponential&#8221;</a> was the highest-engagement technical/policy post, framing frontier AI as advancing faster than institutions can react.</p></li><li><p><strong>Security / safety failure mode</strong>: <a href="https://x.com/jsrailton/status/2064661778978533571">@jsrailton</a> drew major attention to malware authors embedding nuclear/biological text to trigger LLM refusals and evade AI malware analysis&#8212;a concrete example of attackers exploiting safety behavior.</p></li><li><p><strong>Open models</strong>: <a href="https://x.com/googlegemma/status/2064741002204545467">@googlegemma</a> and <a href="https://x.com/Google/status/2064741293163418032">@Google</a> on <strong>DiffusionGemma</strong> were the biggest pure model-release posts.</p></li><li><p><strong>Research access norms</strong>: <a href="https://x.com/drfeifei/status/2064735920281313688">@drfeifei</a> concisely stated the broad consensus from academia: scientific progress requires access to the best tools, including AI.</p></li><li><p><strong>Model capability signal</strong>: <a href="https://x.com/mchlhess/status/2064734182648221952">@mchlhess</a> saying <strong>Fable 5 &#8220;completely demolishes&#8221;</strong> his benchmark became one of the most-cited capability endorsements.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Open-Weight Model Drops: North Mini Code and DiffusionGemma</strong></h3><p></p>
      <p>
          <a href="https://www.latent.space/p/ainews-open-models-model-labs-vs">
              Read more
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] Anthropic Claude Fable 5 — Mythos but Safe, with Controversial Terms]]></title><description><![CDATA[The much anticipated launch of the Mythos-class model was marred by some controversial usage policies]]></description><link>https://www.latent.space/p/ainews-anthropic-claude-fable-5-mythos</link><guid isPermaLink="false">https://www.latent.space/p/ainews-anthropic-claude-fable-5-mythos</guid><pubDate>Wed, 10 Jun 2026 03:50:21 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!TXW4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>By some measures, Opus 4.8, barely <a href="https://www.latent.space/p/ainews-anthropic-raises-965b-series">two weeks old</a>, was already the leading model in the world. But now, <a href="https://x.com/swyx/status/2064421542503797186">34 days</a> after the SpaceXai deal and <a href="https://news.ycombinator.com/item?id=47679121">63 days</a> after the original Mythos announcement*, we have a Mythos-class model (at least 2x size of Opus) available to everyone (in coinciding with <a href="https://www.youtube.com/watch?v=GiqyYQdYoIY">Claude Tokyo</a>). It is a feat of incredible engineering (and commitment to access) to make these research models GA, and the benchmarks are great&#8230; with asterisks. Here they are on yesterday&#8217;s brand new, out of distribution, <a href="https://www.latent.space/p/ainews-frontiercode-benchmarking">FrontierCode Diamond</a>, going from 13.4% to 29.3%:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!TXW4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!TXW4!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png 424w, https://substackcdn.com/image/fetch/$s_!TXW4!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png 848w, https://substackcdn.com/image/fetch/$s_!TXW4!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png 1272w, https://substackcdn.com/image/fetch/$s_!TXW4!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!TXW4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png" width="1456" height="1058" 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srcset="https://substackcdn.com/image/fetch/$s_!TXW4!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png 424w, https://substackcdn.com/image/fetch/$s_!TXW4!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png 848w, https://substackcdn.com/image/fetch/$s_!TXW4!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png 1272w, https://substackcdn.com/image/fetch/$s_!TXW4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7af8f73c-7a20-4f7e-ac83-a05cbc892d8b_2318x1684.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><a href="https://x.com/swyx/status/2064414823748886591">tweet</a></figcaption></figure></div><p>The <a href="https://www.anthropic.com/news/claude-fable-5-mythos-5">blog</a> and the <a href="https://www-cdn.anthropic.com/d00db56fa754a1b115b6dd7cb2e3c342ee809620.pdf">system card</a> contain most of the authoritative information, but don&#8217;t miss the youtube videos showing it playing <a href="https://www.youtube.com/watch?v=6YPqoARpYuQ">Factorio</a>, <a href="https://www.youtube.com/watch?v=Ty_50J84fMY">Pokemon</a> (unlike <a href="https://www.latent.space/p/how-claude-plays-pokemon-was-made?utm_source=publication-search">Claude Plays Pokemon</a>, this is just using vision, no complex harness as we covered in our pod),  <a href="https://www.youtube.com/watch?v=xmP7bhigCWE">EDM visualization</a> (never having head music before), <a href="https://www.youtube.com/watch?v=xmP7bhigCWE">3D CAD editor creation and printing</a> and more from their <a href="https://www.youtube.com/watch?v=Y9Wz2PV404E">main intro video</a>.</p><p>API pricing is also fantastic, at roughly 2x Opus.</p><p>The asterisks come because Fable is released with two controversial changes:</p><ul><li><p><strong><a href="https://news.ycombinator.com/item?id=48463808">No ZDR</a></strong>: &#8220;We will r<strong>equire 30-day retention</strong> for all traffic on Mythos-class models, on both first- and third-party surfaces. We won&#8217;t use this data to train new Claude models, or for any non-safety-related purpose, and we&#8217;ve instituted new privacy protections including logging all human access to the data and ensuring its deletion after 30 days in almost all cases ...&#8221; (see <a href="https://support.claude.com/en/articles/15425996-data-retention-practices-for-mythos-class-models">full policy</a>)</p></li><li><p><strong>RSI suppression</strong>: &#8220;In light of the <a href="https://www.anthropic.com/institute/recursive-self-improvement">ability of recent models to accelerate their own development</a>, we&#8217;ve implemented new interventions that limit Claude&#8217;s effectiveness for requests targeting frontier LLM development (for example, on building pretraining pipelines, distributed training infrastructure, or ML accelerator design). Using Claude to develop competing models already violates our Terms of Service, but enforcing this restriction through our safeguards avoids accelerating the actors most willing to violate these terms.</p><p>&gt; Unlike our interventions for cybersecurity, biology and chemistry, and distillation attempts, <strong>these safeguards will not be visible to the user</strong>. Fable 5 will not fall back to a different model. Instead, the safeguards will limit effectiveness through methods such as prompt modification, steering vectors, or parameter-efficient fine-tuning (PEFT). These interventions will not affect the vast majority of coding work. <strong>We estimate they will impact ~0.03% of traffic, concentrated in fewer than 0.1% of organizations</strong>&#8221;.</p><p></p></li></ul><p>The vast majority of users will not be affected by these limitations, but the open AI community is understandably upset, as you will see below.</p><p>You can find more of their recommendations on usage in Diane Penn&#8217;s Tokyo talk, which we have clipped below.</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/latentspacepod/status/2064555427300520381?s=20&quot;,&quot;full_text&quot;:&quot;live from Tokyo: \n\nAnthropic's first talk on Fable 5\n\nfrom Dianne Penn, Anthropic's first PM (can't find her twitter) &quot;,&quot;username&quot;:&quot;latentspacepod&quot;,&quot;name&quot;:&quot;Latent.Space&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1888346877428641792/rMxtG84Z_normal.jpg&quot;,&quot;date&quot;:&quot;2026-06-10T03:49:06.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://substackcdn.com/image/upload/w_1028,c_limit,q_auto:best/l_twitter_play_button_rvaygk,w_88/xt43fdduvbzyei4wwm7y&quot;,&quot;link_url&quot;:&quot;https://t.co/yp2JxIbshh&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:0,&quot;retweet_count&quot;:0,&quot;like_count&quot;:1,&quot;impression_count&quot;:8,&quot;expanded_url&quot;:null,&quot;video_url&quot;:&quot;https://video.twimg.com/amplify_video/2064554171001671680/vid/avc1/1280x720/S1Rrjt9JiGTKkHHq.mp4&quot;,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p></p><p>*(and 1 week-1 day after both <a href="https://news.ycombinator.com/item?id=48358646">Anthropic</a> and <a href="https://fortune.com/2026/06/09/openai-files-confidential-s-1-sec-ipo/">OpenAI</a> filed their S-1&#8217;s ahead of SpaceX&#8217;s IPO next week&#8230;)</p><p></p><blockquote><p>AI News for 6/8/2026-6/9/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Top Story: Anthropic Claude Fable 5 and Mythos 5 release</strong></p><h2><strong>What happened</strong></h2><p><strong>Anthropic released two versions of its next major model family: Claude Fable 5 for general availability and Claude Mythos 5 for restricted access.</strong></p><ul><li><p>Anthropic officially announced <strong>Claude Fable 5</strong> as its &#8220;first generally available Mythos-class model,&#8221; saying it exceeds any model it has previously made broadly available and is <strong>state-of-the-art on nearly all tested benchmarks</strong> <a href="https://x.com/claudeai/status/2064394146916229443">@claudeai</a>, <a href="https://x.com/claudeai/status/2064394151441863006">@claudeai</a></p></li><li><p>Anthropic said <strong>Fable 5 is the same underlying model as Mythos 5 with added safeguards</strong>, and that some cyber/bio/chemistry/distillation-related prompts may be <strong>routed to Claude Opus 4.8</strong> instead <a href="https://x.com/ClaudeDevs/status/2064428347678220691">@ClaudeDevs</a>, <a href="https://x.com/scaling01/status/2064398688802205900">@scaling01</a></p></li><li><p>Anthropic stated that for a &#8220;narrow range&#8221; of potentially harmful topics, <strong>queries transparently fall back to Opus 4.8</strong>, and claimed <strong>95%+ of sessions never see one</strong> according to early user-facing messaging <a href="https://x.com/claudeai/status/2064394155258765783">@claudeai</a>, <a href="https://x.com/mikeyk/status/2064392996288901392">@mikeyk</a></p></li><li><p>Anthropic developer messaging said fallback is available server-side and via SDK middleware in <strong>Python, TypeScript, Go, Java, and C#</strong> <a href="https://x.com/ClaudeDevs/status/2064428351029449214">@ClaudeDevs</a></p></li><li><p>Pricing for <strong>both Fable 5 and Mythos 5</strong> was reported as <strong>$10 / million input tokens and $50 / million output tokens</strong>; cache pricing was later reported by third-party evaluators as <strong>$12.50 / million cache writes and $1 / million cache reads</strong> <a href="https://x.com/scaling01/status/2064394893603049625">@scaling01</a>, <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li><li><p>Fable 5 kept Anthropic&#8217;s <strong>1M-token context window</strong> according to Artificial Analysis <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li><li><p>Anthropic put Fable 5 into <strong>Pro, Max, Team, and seat-based Enterprise plans until June 22</strong>, then said it would require <strong>usage credits</strong> due to capacity constraints, with plans to restore broader subscription access later <a href="https://x.com/ClaudeDevs/status/2064394931033248226">@ClaudeDevs</a>, <a href="https://x.com/scaling01/status/2064394893603049625">@scaling01</a>, <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a>, <a href="https://x.com/kimmonismus/status/2064388066354028986">@kimmonismus</a></p></li><li><p>Confusion over the temporary inclusion was immediate; users asked what &#8220;included until June 22&#8221; meant and Anthropic staff clarified the rollout <a href="https://x.com/dejavucoder/status/2064393509990523102">@dejavucoder</a>, <a href="https://x.com/TheAmolAvasare/status/2064393574431764928">@TheAmolAvasare</a></p></li><li><p>Anthropic later <strong>reset 5-hour and weekly rate limits</strong> across products after heavy demand <a href="https://x.com/ClaudeDevs/status/2064464557951852643">@ClaudeDevs</a></p></li></ul><h2><strong>Official claims and third-party benchmark data</strong></h2><p><strong>Anthropic and partner platforms reported a broad benchmark lead, especially in coding and long-horizon agentic tasks.</strong></p><ul><li><p>Anthropic&#8217;s public claim: Fable 5 is especially strong in <strong>software engineering, knowledge work, scientific research, and vision</strong>, and <strong>its lead increases with task length and complexity</strong> <a href="https://x.com/claudeai/status/2064394151441863006">@claudeai</a></p></li><li><p>Cursor said Fable 5 set a new <strong>CursorBench SOTA at 72.9%</strong>, <strong>8 points above the previous best</strong> <a href="https://x.com/cursor_ai/status/2064394824313376787">@cursor_ai</a></p></li><li><p>Cognition said Fable 5 took the <strong>#1 spot on FrontierCode</strong>, and Devin integrated it into Devin Cloud Ultra, Desktop, and CLI <a href="https://x.com/cognition/status/2064398549073453266">@cognition</a>, <a href="https://x.com/cognition/status/2064398551539761387">@cognition</a></p></li><li><p>Cline reported Fable 5 at <strong>88.0% on Terminal-Bench 2.1</strong>, beating GPT-5.5 by <strong>4.6 points</strong> <a href="https://x.com/cline/status/2064427461212045546">@cline</a></p></li><li><p>Artificial Analysis placed Fable 5 <strong>#1 on its Intelligence Index at 64.9</strong>, roughly <strong>5 points ahead of GPT-5.5</strong>, and said Anthropic occupied the top two spots <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li><li><p>Artificial Analysis also reported:</p><ul><li><p><strong>GDPval-AA Elo 1932</strong>, #1 on agentic real-world knowledge work <a href="https://x.com/ArtificialAnlys/status/2064414308289937869">@ArtificialAnlys</a></p></li><li><p><strong>53% on Humanity&#8217;s Last Exam</strong>, more than <strong>7 points ahead</strong> of the next-best model, while fallback triggered on <strong>9% of HLE tasks</strong> <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li><li><p><strong>~8% fallback routing across Intelligence Index tasks</strong>, mostly on scientific questions <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li><li><p>Anthropic stated fallback occurs in <strong>fewer than 5% of sessions on average</strong> <a href="https://x.com/ArtificialAnlys/status/2064414308289937869">@ArtificialAnlys</a></p></li></ul></li><li><p>Community benchmark summaries highlighted very large deltas in coding:</p><ul><li><p><strong>SWE-Bench Pro: Fable 5 80.3% vs GPT-5.5 58.6%</strong> <a href="https://x.com/Yuchenj_UW/status/2064396097075003739">@Yuchenj_UW</a></p></li><li><p><strong>FrontierCode Diamond: Mythos 5 30.9% vs second-best 13.4%</strong> <a href="https://x.com/scaling01/status/2064391295620010383">@scaling01</a></p></li><li><p><strong>Anthropic ECI 161.29 for Mythos 5</strong> <a href="https://x.com/scaling01/status/2064392088003756431">@scaling01</a></p></li></ul></li><li><p>Artificial Analysis noted that Fable 5&#8217;s knowledge benchmark jump on <strong>AA-Omniscience</strong> could imply a <strong>larger model than prior public Anthropic models</strong>, though that is inference rather than confirmed spec <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li></ul><h2><strong>Product behavior, usage profile, and deployment details</strong></h2><p><strong>The release was defined as much by workflow changes and cost profile as by raw evals.</strong></p><ul><li><p>Anthropic staff and early users repeatedly described Fable 5 as a model for <strong>very long, high-effort tasks</strong>, with users shifting from giving it tasks to giving it <strong>objectives/responsibilities</strong> <a href="https://x.com/felixrieseberg/status/2064392202504310900">@felixrieseberg</a>, <a href="https://x.com/ClaudeDevs/status/2064399512664526853">@ClaudeDevs</a>, <a href="https://x.com/alexalbert__/status/2064467657483829441">@alexalbert__</a></p></li><li><p>Anthropic advised users to default to <strong>xhigh/high effort</strong>, rewrite old CLAUDE.md instructions, and let the model use more judgment <a href="https://x.com/alexalbert__/status/2064467657483829441">@alexalbert__</a></p></li><li><p>Anthropic&#8217;s developer messaging emphasized <strong>multi-agent orchestration</strong>, with Fable delegating to smaller models in Claude Managed Agents <a href="https://x.com/ClaudeDevs/status/2064394928948703406">@ClaudeDevs</a></p></li><li><p>Multiple testers described Fable as <strong>slow, token-hungry, expensive</strong>, but unusually capable:</p><ul><li><p>Dan Shipper said it routinely used <strong>500k to 1M tokens on tasks</strong> and was best reserved for heavy jobs <a href="https://x.com/danshipper/status/2064393970856124501">@danshipper</a></p></li><li><p>Simon Willison called it &#8220;slow, expensive and capable&#8221; <a href="https://x.com/simonw/status/2064501565738930433">@simonw</a></p></li><li><p>Theo quickly hit limits and later welcomed Anthropic&#8217;s rate-limit reset <a href="https://x.com/theo/status/2064442054772716020">@theo</a>, <a href="https://x.com/ClaudeDevs/status/2064464557951852643">@ClaudeDevs</a></p></li></ul></li><li><p>Third-party and internal anecdotes emphasized large gains on long-running engineering tasks:</p><ul><li><p>Ethan Mollick said he could hand it a <strong>15-page design document</strong> and it would work for <strong>9+ hours</strong> <a href="https://x.com/emollick/status/2064395281903346013">@emollick</a></p></li><li><p>Kimmonismus highlighted Anthropic&#8217;s claim that Stripe used Fable to do a <strong>50-million-line Ruby migration in a day</strong>, replacing what would have taken <strong>a whole team over two months</strong> <a href="https://x.com/kimmonismus/status/2064401121515274747">@kimmonismus</a></p></li><li><p>Victor Taelin reported Fable finding a subtle bug and producing claimed speedups up to <strong>1770% in one case</strong>, though he still needed to audit correctness <a href="https://x.com/VictorTaelin/status/2064448425936994742">@VictorTaelin</a></p></li><li><p>Anthropic-associated posts cited <strong>430x kernel speedups</strong>, <strong>69x self-training speedups</strong>, and <strong>10x drug-design acceleration</strong>, though these came from benchmark/system-card interpretations and should be treated as vendor-side claims unless independently replicated <a href="https://x.com/scaling01/status/2064392386520780945">@scaling01</a>, <a href="https://x.com/scaling01/status/2064392809293939119">@scaling01</a>, <a href="https://x.com/scaling01/status/2064394250142265367">@scaling01</a></p></li></ul></li><li><p>Ecosystem rollout was immediate: Fable 5 appeared in <strong>Cursor, Devin, Notion, Microsoft Foundry, GitHub Copilot App/CLI, Cline, Replit, Base44, MagicPath, Arena, MCP Atlas</strong> and more <a href="https://x.com/cursor_ai/status/2064394824313376787">@cursor_ai</a>, <a href="https://x.com/cognition/status/2064398549073453266">@cognition</a>, <a href="https://x.com/NotionHQ/status/2064397568696819984">@NotionHQ</a>, <a href="https://x.com/Azure/status/2064421301108834552">@Azure</a>, <a href="https://x.com/pierceboggan/status/2064402677614911818">@pierceboggan</a>, <a href="https://x.com/cline/status/2064427461212045546">@cline</a>, <a href="https://x.com/pirroh/status/2064408022651191613">@pirroh</a>, <a href="https://x.com/ScaleAILabs/status/2064473993919537578">@ScaleAILabs</a></p></li></ul><h2><strong>Safety architecture and the main controversy</strong></h2><p><strong>The biggest debate was not whether Fable/Mythos is strong; it was Anthropic&#8217;s decision to silently reduce usefulness on some frontier-AI-development tasks.</strong></p><ul><li><p>Anthropic&#8217;s system-card language, surfaced by multiple users, said: when Fable 5 is used for <strong>frontier LLM development</strong>, Anthropic may <strong>limit the model&#8217;s effectiveness</strong> via <strong>prompt modification, steering vectors, and PEFT</strong>, and that the user is <strong>not notified</strong>; Anthropic estimated this would affect roughly <strong>0.03% of traffic</strong> <a href="https://x.com/Hangsiin/status/2064397550434816088">@Hangsiin</a>, <a href="https://x.com/kimmonismus/status/2064417460715962479">@kimmonismus</a></p></li><li><p>Anthropic also separately disclosed auto-rerouting for <strong>cybersecurity and biosecurity</strong> requests to Opus 4.8 <a href="https://x.com/ClaudeDevs/status/2064394931033248226">@ClaudeDevs</a></p></li><li><p>This distinction mattered: <strong>some risky queries are visibly rerouted/billed as Opus</strong>, while <strong>frontier-LLM-development requests may be silently weakened rather than rerouted or refused</strong></p></li><li><p>Critics argued that this creates an <strong>unlogged confounder</strong> in research and engineering workflows:</p><ul><li><p>&#8220;silent handicaps should not be a thing in a paid product&#8221; <a href="https://x.com/nrehiew_/status/2064400440264179923">@nrehiew_</a></p></li><li><p>&#8220;degrading performance on ML research without telling the user is shockingly hostile&#8221; <a href="https://x.com/deanwball/status/2064434861088395730">@deanwball</a></p></li></ul></li><li><p>Several researchers framed it as <strong>anti-competitive ladder-pulling</strong> against open research and open weights:</p><ul><li><p>&#8220;labs starting to pull up the ladders&#8221; <a href="https://x.com/natolambert/status/2064404993193754830">@natolambert</a></p></li><li><p>&#8220;this is the biggest wake-up call to protect and nourish open source AI&#8221; <a href="https://x.com/rasdani_/status/2064409800641859747">@rasdani_</a></p></li><li><p>&#8220;They didn&#8217;t mean pause AI research, they meant pause <em>your</em> AI research&#8221; <a href="https://x.com/bayeslord/status/2064437399292203401">@bayeslord</a></p></li><li><p>&#8220;original thinkers can&#8217;t be an underclass&#8221; <a href="https://x.com/marksaroufim/status/2064428421774753943">@marksaroufim</a></p></li><li><p>&#8220;concentration of power, capabilities and economic wealth is the biggest risk in AI&#8221; <a href="https://x.com/ClementDelangue/status/2064513229099876663">@ClementDelangue</a></p></li></ul></li><li><p>Multiple users worried the classifier boundary was too broad or too error-prone:</p><ul><li><p>one user said &#8220;the word cancer is flagged as a biosecurity risk&#8221; <a href="https://x.com/DeryaTR_/status/2064414826122866707">@DeryaTR_</a></p></li><li><p>another said Fable wouldn&#8217;t answer &#8220;What does the heart do?&#8221; <a href="https://x.com/Yuchenj_UW/status/2064524668208545955">@Yuchenj_UW</a></p></li><li><p>users in biology reported account-context differences, including being able to use Fable in <strong>Incognito Mode but not normal mode</strong> <a href="https://x.com/cremieuxrecueil/status/2064449457869984035">@cremieuxrecueil</a></p></li><li><p>Teknium and others reported refusal on simple engineering prompts <a href="https://x.com/Teknium/status/2064462936677203983">@Teknium</a>, <a href="https://x.com/Teknium/status/2064466293185806658">@Teknium</a></p></li><li><p>users reported PTX ISA questions and inference optimization queries getting flagged <a href="https://x.com/snowclipsed/status/2064408466039390417">@snowclipsed</a>, <a href="https://x.com/dejavucoder/status/2064420742129967331">@dejavucoder</a></p></li></ul></li><li><p>Some examples were humorous but pointed: users joked that asking for inference code caused the model to &#8220;start importing ONNX&#8221; or implementing JEPA, as a sign of capability steering <a href="https://x.com/vikhyatk/status/2064515989795127744">@vikhyatk</a>, <a href="https://x.com/MattVMacfarlane/status/2064440740483403829">@MattVMacfarlane</a></p></li></ul><h2><strong>Facts vs. opinions</strong></h2><p><strong>Facts / directly supported by release materials or benchmark posts</strong></p><ul><li><p>Fable 5 is generally available; Mythos 5 is restricted-access <a href="https://x.com/claudeai/status/2064394146916229443">@claudeai</a>, <a href="https://x.com/TheRundownAI/status/2064394481923699070">@TheRundownAI</a></p></li><li><p>Fable 5 and Mythos 5 share the same underlying model with additional safeguards on Fable <a href="https://x.com/ClaudeDevs/status/2064428347678220691">@ClaudeDevs</a>, <a href="https://x.com/scaling01/status/2064398688802205900">@scaling01</a></p></li><li><p>Pricing is <strong>$10 / $50 per million input/output tokens</strong> <a href="https://x.com/scaling01/status/2064394893603049625">@scaling01</a>, <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li><li><p>Fable retains <strong>1M context</strong> <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li><li><p>Anthropic introduced refusal/fallback mechanisms and SDK middleware <a href="https://x.com/ClaudeDevs/status/2064428351029449214">@ClaudeDevs</a></p></li><li><p>Anthropic disclosed <strong>silent interventions for frontier LLM development</strong> affecting about <strong>0.03% of traffic</strong> <a href="https://x.com/Hangsiin/status/2064397550434816088">@Hangsiin</a></p></li><li><p>Fable is temporarily included in subscriptions until <strong>June 22</strong>, then credit-based <a href="https://x.com/ArtificialAnlys/status/2064500150069030992">@ArtificialAnlys</a></p></li></ul><p><strong>Opinions / interpretations</strong></p><ul><li><p>&#8220;Anthropic won,&#8221; &#8220;Anthropic has a coding moat,&#8221; &#8220;Anthropic going for ASI&#8221; are commentary rather than verified fact <a href="https://x.com/scaling01/status/2064401880323653799">@scaling01</a>, <a href="https://x.com/scaling01/status/2064399642603802676">@scaling01</a>, <a href="https://x.com/scaling01/status/2064410532824662047">@scaling01</a></p></li><li><p>Claims that the move is primarily for <strong>IPO optics</strong>, <strong>anti-open-source positioning</strong>, or specifically to slow <strong>Meta/China/open labs</strong> are plausible interpretations but not confirmed by Anthropic <a href="https://x.com/kimmonismus/status/2064448699632402664">@kimmonismus</a>, <a href="https://x.com/kylebrussell/status/2064502244041511348">@kylebrussell</a>, <a href="https://x.com/natolambert/status/2064412173527556298">@natolambert</a></p></li><li><p>Claims that Anthropic is acting from sincere safety beliefs rather than cynical moat-building are also interpretive <a href="https://x.com/finbarrtimbers/status/2064427031543341450">@finbarrtimbers</a></p></li><li><p>Subjective reports like &#8220;GPT-4 moment,&#8221; &#8220;big model smell,&#8221; &#8220;strictly dominates me as an engineer,&#8221; or &#8220;doesn&#8217;t seem much better to normal users&#8221; are experiential, not standardized evidence <a href="https://x.com/karinanguyen/status/2064406015760601379">@karinanguyen</a>, <a href="https://x.com/bcherny/status/2064431111154053187">@bcherny</a>, <a href="https://x.com/akbirkhan/status/2064418425552928812">@akbirkhan</a>, <a href="https://x.com/citrini/status/2064480613852201336">@citrini</a></p></li></ul><h2><strong>Different perspectives</strong></h2><p><strong>Supportive / capability-first</strong></p><ul><li><p>Anthropic staff and close testers described Fable 5 as a <strong>step-function improvement</strong>:</p><ul><li><p>Felix Rieseberg: shift from giving AI tasks to giving it responsibilities <a href="https://x.com/felixrieseberg/status/2064392202504310900">@felixrieseberg</a></p></li><li><p>Alex Albert: model feels collaborative rather than tool-like <a href="https://x.com/alexalbert__/status/2064394410004304003">@alexalbert__</a></p></li><li><p>Karpathy: a &#8220;major-version-bump-deserving step change,&#8221; especially on long difficult tasks, though safeguards are &#8220;a little too trigger happy for launch&#8221; <a href="https://x.com/karpathy/status/2064409694761054332">@karpathy</a></p></li><li><p>Bcherny: biggest step since Opus 4.5; the model shows judgment, taste, methodical debugging <a href="https://x.com/bcherny/status/2064431111154053187">@bcherny</a></p></li></ul></li><li><p>Third-party infra and app vendors emphasized benchmark wins and integration value rather than the safety controversy <a href="https://x.com/cursor_ai/status/2064394824313376787">@cursor_ai</a>, <a href="https://x.com/cognition/status/2064398549073453266">@cognition</a>, <a href="https://x.com/NotionHQ/status/2064397568696819984">@NotionHQ</a>, <a href="https://x.com/Azure/status/2064421301108834552">@Azure</a></p></li></ul><p><strong>Critical / trust and openness</strong></p><ul><li><p>Many researchers and open-model advocates argued the silent throttling is unacceptable even if safety-motivated:</p><ul><li><p>Natolambert called doing it without telling users &#8220;misaligned&#8221; <a href="https://x.com/natolambert/status/2064404993193754830">@natolambert</a></p></li><li><p>Dean Ball warned it could attract <strong>antitrust</strong> scrutiny <a href="https://x.com/deanwball/status/2064434861088395730">@deanwball</a></p></li><li><p>Jeremy Howard called it &#8220;a very dark and very sad day&#8221; <a href="https://x.com/jeremyphoward/status/2064481719626154417">@jeremyphoward</a></p></li><li><p>Gneubig warned of a future where AI is provided only to a privileged few <a href="https://x.com/gneubig/status/2064451352000975124">@gneubig</a></p></li><li><p>Eric Zelikman framed it as silently sabotaging customers <a href="https://x.com/ericzelikman/status/2064442174373314701">@ericzelikman</a></p></li></ul></li><li><p>Open-source supporters used the launch as an argument for <strong>sovereign/open models</strong> <a href="https://x.com/nickfrosst/status/2064396337404096809">@nickfrosst</a>, <a href="https://x.com/NoahZiems/status/2064464265189482570">@NoahZiems</a>, <a href="https://x.com/ClementDelangue/status/2064513229099876663">@ClementDelangue</a></p></li></ul><p><strong>Neutral / mixed</strong></p><ul><li><p>Some observers argued Anthropic probably <strong>sincerely believes</strong> these interventions are necessary for safety, even if the product design is poor <a href="https://x.com/finbarrtimbers/status/2064427031543341450">@finbarrtimbers</a></p></li><li><p>Others said Anthropic does <strong>not owe</strong> anyone unrestricted frontier capability, but still saw this as straightforward business and market segmentation rather than altruism <a href="https://x.com/suchenzang/status/2064452548753559644">@suchenzang</a></p></li><li><p>Karpathy&#8217;s view is mixed: model quality is exceptional, but launch safeguards are over-sensitive and should likely be tuned <a href="https://x.com/karpathy/status/2064409694761054332">@karpathy</a></p></li></ul><h2><strong>Research restrictions, privacy, and enterprise implications</strong></h2><p><strong>The discussion expanded from safety to broader questions of trust, privacy, and enterprise reliability.</strong></p><ul><li><p>The central enterprise issue was <strong>predictability</strong>: if a provider can silently degrade outputs based on inferred task category, users may no longer know whether failures come from the model, the prompt, or hidden intervention <a href="https://x.com/MattGibsonMusic/status/2064518301888512486">@MattGibsonMusic</a>, <a href="https://x.com/code_star/status/2064464447662707180">@code_star</a></p></li><li><p>Some users worried this is effectively a <strong>supply-chain risk</strong> for important workflows, pushing companies toward open weights or in-house models <a href="https://x.com/NoahZiems/status/2064464265189482570">@NoahZiems</a>, <a href="https://x.com/deliprao/status/2064485687374569897">@deliprao</a></p></li><li><p>There was also concern that account-level context or prior usage history might affect trigger behavior, as seen in biologists&#8217; reports about normal vs incognito mode <a href="https://x.com/cremieuxrecueil/status/2064449457869984035">@cremieuxrecueil</a></p></li><li><p>No tweet in the supplied set provided direct evidence that Anthropic was <strong>training on user data</strong> or violating stated data privacy terms; the privacy debate here was mostly about <strong>behavioral profiling / silent policy enforcement</strong> rather than classic training-data privacy</p></li><li><p>For research users, the hidden intervention was framed as especially damaging because it undermines <strong>reproducibility and scientific attribution</strong> <a href="https://x.com/deanwball/status/2064434861088395730">@deanwball</a>, <a href="https://x.com/MattGibsonMusic/status/2064518301888512486">@MattGibsonMusic</a></p></li><li><p>For enterprise buyers, the issue is not just whether the model is powerful, but whether it is a <strong>stable and auditable dependency</strong> for coding, medicine, science, finance, and infrastructure</p></li></ul><h2><strong>Context</strong></h2><p><strong>This launch matters because it combines a visible capability jump with a visible shift in access control.</strong></p><ul><li><p>The release landed amid intense competition with GPT-5.5, upcoming GPT-5.6, and Gemini 3.5 Pro; several posters argued Anthropic has opened a temporary lead in coding/agentic work <a href="https://x.com/kimmonismus/status/2064467466450088078">@kimmonismus</a>, <a href="https://x.com/teortaxesTex/status/2064473970892587105">@teortaxesTex</a></p></li><li><p>It also lands in a broader argument about the <strong>open vs closed model gap</strong>; one linked Epoch-style framing said open-weight models lag closed frontier models by about <strong>4 months on average</strong> <a href="https://x.com/dl_weekly/status/2064422551762153946">@dl_weekly</a></p></li><li><p>Community reaction suggests the launch may be remembered not only for &#8220;big model smell&#8221; and benchmark jumps, but for normalizing <strong>selective capability release</strong>: public access to the frontier model, but with <strong>domain-specific hidden limits</strong></p></li><li><p>That policy line is likely to influence future debates around:</p><ul><li><p><strong>safety vs openness</strong></p></li><li><p><strong>fair access to frontier research tools</strong></p></li><li><p><strong>antitrust and platform power</strong></p></li><li><p><strong>enterprise trust in API providers</strong></p></li><li><p><strong>whether open models become the default for sensitive technical work even when they trail on raw capability</strong></p></li></ul></li></ul><p><strong>Models, benchmarks, and evals</strong></p><ul><li><p>New benchmark project <strong>Agents&#8217; Last Exam (ALE)</strong> launched to test labor-market-aligned agent performance; top agents score only <strong>2.6% on the hardest tier</strong>, across <strong>1,500+ tasks</strong>, <strong>55 occupations</strong>, with contributions from <strong>300+ experts across 100+ institutions</strong> <a href="https://x.com/YiyouSun/status/2064392466011394213">@YiyouSun</a>, <a href="https://x.com/SnorkelAI/status/2064396025410760950">@SnorkelAI</a>, <a href="https://x.com/dawnsongtweets/status/2064452279973863848">@dawnsongtweets</a></p></li><li><p>Cohere released <strong>North Mini Code</strong>, its first open-source coding model: <strong>30B total / 3B active MoE</strong>, <strong>256K context</strong>, <strong>64K max generation</strong>, Apache 2.0, optimized for agentic workflows <a href="https://x.com/cohere/status/2064378058329526556">@cohere</a>, <a href="https://x.com/JayAlammar/status/2064385607455908254">@JayAlammar</a>, <a href="https://x.com/vllm_project/status/2064416312605237434">@vllm_project</a></p></li><li><p>Google announced <strong>Gemini 3.5 Flash Live Translate</strong>, real-time speech-to-speech translation in <strong>70+ languages</strong>, available in Gemini API, AI Studio, Google Translate, and coming to Meet <a href="https://x.com/OfficialLoganK/status/2064369125447864674">@OfficialLoganK</a></p></li><li><p>New benchmark <strong>iOSWorld</strong> evaluates personally intelligent phone agents across <strong>26 custom iOS apps</strong> and <strong>133 tasks</strong>; strongest frontier model reaches only <strong>52% success even with privileged access</strong> <a href="https://x.com/rsalakhu/status/2064402156740907444">@rsalakhu</a></p></li></ul><p><strong>Inference, training, and systems</strong></p><ul><li><p><strong>Latent Context Language Models (LCLMs)</strong> were introduced as a long-context inference method compressing context up to <strong>16&#215;</strong>, improving the latency/accuracy frontier over KV-cache compression <a href="https://x.com/micahgoldblum/status/2064361011994337772">@micahgoldblum</a>, <a href="https://x.com/iamleonli/status/2064374393057300846">@iamleonli</a></p></li><li><p>Microsoft Research&#8217;s <strong>Mirage</strong> stores 3D scenes as latent tokens, reporting <strong>10.57&#215; faster</strong> video generation and <strong>55&#215; lower memory use</strong> <a href="https://x.com/HuggingPapers/status/2064393076416688416">@HuggingPapers</a></p></li><li><p>vLLM introduced <strong>vime</strong>, an RL post-training framework in the vLLM ecosystem, positioned alongside NeMo-RL, OpenRLHF, and verl <a href="https://x.com/vllm_project/status/2064397637634376174">@vllm_project</a></p></li><li><p>Discussion around agent training continued with <strong>Self-Harness</strong> for self-improving scaffolds <a href="https://x.com/omarsar0/status/2064429834999304247">@omarsar0</a> and <strong>AutoForge/interleaved thinking</strong> retaining reasoning traces across turns <a href="https://x.com/cwolferesearch/status/2064505867181949182">@cwolferesearch</a></p></li><li><p>Google/Hugging Face launched the <strong>Fast Gemma Challenge</strong> to speed up <strong>Gemma 4 E4B</strong> on a single <strong>A10G</strong> without wrecking quality <a href="https://x.com/googlegemma/status/2064374874962117084">@googlegemma</a>, <a href="https://x.com/osanseviero/status/2064375902046245219">@osanseviero</a>, <a href="https://x.com/_lewtun/status/2064386398090576236">@_lewtun</a></p></li></ul><p><strong>Agents, tooling, and developer workflow</strong></p><ul><li><p>LangChain highlighted a pattern of <strong>agent loops</strong> driven by recurring triggers in Fleet <a href="https://x.com/caspar_br/status/2064363014997021126">@caspar_br</a></p></li><li><p>OpenAI added <strong>image results</strong> to web search in the Responses API <a href="https://x.com/OpenAIDevs/status/2064395155688616153">@OpenAIDevs</a></p></li><li><p>GitHub/Copilot app updates included <strong>parallel sub-sessions</strong> and a <strong>canvas</strong> UI for dynamic interfaces <a href="https://x.com/tgrall/status/2064334802799509745">@tgrall</a>, <a href="https://x.com/burkeholland/status/2064446521035067615">@burkeholland</a></p></li><li><p>Hermes Desktop added <strong>Ollama</strong> support, with self-learning Python skills and messaging app integrations <a href="https://x.com/ollama/status/2064441778590339402">@ollama</a>, <a href="https://x.com/NousResearch/status/2064468385748951415">@NousResearch</a></p></li><li><p>A security-oriented counterpoint on agent execution: <strong>Temenos</strong> argues for sandboxing generated code, not the agent, using <strong>rootless gVisor</strong> while keeping auth/tools on host <a href="https://x.com/abhijithneil/status/2064462294155952297">@abhijithneil</a></p></li></ul><p><strong>Research, science, and formal methods</strong></p><ul><li><p>Axiom announced <strong>EconLib</strong>, a Lean-based economics library; formalizing Aumann&#8217;s &#8220;agreeing to disagree&#8221; theorem surfaced a hidden countability-related assumption <a href="https://x.com/TheTuringPost/status/2064391882017579520">@TheTuringPost</a></p></li><li><p>&#8220;Economy of Minds&#8221; proposed agent coordination through auctions and incentives rather than centralized orchestration, reporting gains such as <strong>15.9% &#8594; 57.0%</strong> on math reasoning and <strong>45.0% &#8594; 60.0%</strong> on financial research <a href="https://x.com/TheTuringPost/status/2064406931184443618">@TheTuringPost</a></p></li><li><p>Mayo Clinic&#8217;s <strong>REDMOD</strong> reportedly detected pancreatic cancer on CT scans up to <strong>3 years before diagnosis</strong>, identifying <strong>73%</strong> of hidden cancers at a median <strong>475 days</strong> before diagnosis <a href="https://x.com/TheRundownAI/status/2064416920191869191">@TheRundownAI</a></p></li></ul><p><strong>Open ecosystem and infrastructure</strong></p><ul><li><p>Hugging Face and Arcee announced a partnership replacing AWS S3 with HF for all Arcee models/datasets, including private ones <a href="https://x.com/ClementDelangue/status/2064323874049679643">@ClementDelangue</a>, <a href="https://x.com/MarkMcQuade/status/2064385389801124218">@MarkMcQuade</a></p></li><li><p>Cohere kept pushing the sovereign/open angle with &#8220;<strong>Sovereign AI for all</strong>&#8221; <a href="https://x.com/cohere/status/2064414912768618898">@cohere</a></p></li><li><p>Marks Saroufim proposed a <strong>Researcher Reciprocity License</strong> and moved GPU MODE datasets to it, explicitly reacting to the sense that frontier labs benefit from open research while restricting access in return <a href="https://x.com/marksaroufim/status/2064428421774753943">@marksaroufim</a>, <a href="https://x.com/marksaroufim/status/2064442386374369597">@marksaroufim</a></p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Open Model Inference and Chat Template Updates</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1u0buhm/xiaomi_just_claimed_1000_tps_on_a_1t_model_using/">Xiaomi just claimed 1,000+ tps on a 1T model using a standard 8-GPU server</a></strong> (Activity: 1027): <strong>Xiaomi MiMo claims </strong><code>MiMo-V2.5-Pro-UltraSpeed</code><strong> reaches </strong><code>1000+ tokens/s</code><strong> decoding on a </strong><code>1T</code><strong>-parameter MoE using a single &#8220;standard&#8221; </strong><code>8-GPU</code><strong> server, via TileRT model-system co-design rather than Cerebras/Groq-style specialized hardware. The reported stack combines MoE-expert-only FP4/MXFP4 quantization with QAT while keeping non-expert modules at higher precision, plus DFlash block-level masked speculative decoding with acceptance lengths of </strong><code>6.30</code><strong> coding, </strong><code>5.56</code><strong> math/reasoning, and </strong><code>4.29</code><strong> agent tasks, and persistent low-latency kernels to reduce launch/sync overhead. A key unresolved technical caveat from comments is that Xiaomi does not specify </strong><em><strong>which</strong></em><strong> 8 GPUs were used, making reproducibility and cost/performance comparisons ambiguous.</strong> Commenters debated the economics of &#8220;Token Winter,&#8221; arguing the bottleneck is less model demand than overpriced/hoarded Western GPU supply, while Chinese compressed sparse architecture/MoE work from <strong>DeepSeek, Xiaomi, and MiniMax</strong> is becoming more inference-efficient. Others highlighted Xiaomi&#8217;s selective FP4 strategy as the most important detail because na&#239;ve full-model FP4 degrades reasoning, code, and logic.</p><ul><li><p>A key technical detail highlighted is that Xiaomi did <strong>selective FP4 quantization</strong> rather than applying FP4 uniformly: only the <strong>MoE Experts</strong> in <strong>MiMo-V2.5-Pro</strong> are quantized to FP4, while non-expert modules retain original precision to avoid degradation in reasoning, logic, and code generation. The comment notes Xiaomi used <strong>FP4 QAT</strong> to reduce model size and improve bandwidth utilization while keeping capability near the original model.</p></li><li><p>The released model weights are available on Hugging Face as <strong>XiaomiMiMo/MiMo-V2.5-Pro-FP4-DFlash</strong>: <a href="https://huggingface.co/XiaomiMiMo/MiMo-V2.5-Pro-FP4-DFlash">https://huggingface.co/XiaomiMiMo/MiMo-V2.5-Pro-FP4-DFlash</a>. This is relevant because it allows independent inspection or benchmarking of the claimed <code>1,000+ tps</code> throughput on an 8-GPU server.</p></li><li><p>Several commenters questioned the hardware and parameter accounting behind the claim: <em>&#8220;8 GPU server&#8230; which 8 exactly?&#8221;</em> and <em>&#8220;1T-A1B?&#8221;</em> The technical concern is that throughput is not interpretable without knowing the exact GPU class, interconnect, serving stack, batch size, context length, and whether the <code>1T</code> MoE model activates only around <code>1B</code> parameters per token.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1u084qi/gemma_4_chat_template_now_has_preserve_thinking/">Gemma 4 Chat Template now has preserve thinking</a></strong> (Activity: 482): <strong>Google&#8217;s Gemma Team has added </strong><code>preserve_thinking</code><strong> support to the official Gemma 4 chat template, matching an aftermarket template modification some users were already applying successfully. The change is framed as enabling better retention/use of model &#8220;thinking&#8221; traces in Gemma 4 chat formatting, though no benchmark numbers or implementation diff were provided in the thread.</strong> Commenters generally welcomed the official adoption and argued it validates prior community template hacks. Several users speculated that a larger <strong>Gemma 4 </strong><code>124B</code><strong> MoE</strong> release would be needed to fully exploit the updated template for stronger agentic coding use cases.</p><ul><li><p>Commenters note that <strong>Gemma 4&#8217;s official chat template appears to be adding </strong><code>preserve_thinking</code>, a behavior some users had already enabled via aftermarket/custom template modifications and found effective. The main claimed technical benefit is improved continuity for <strong>agentic coding workflows</strong>, where retaining prior reasoning/thinking traces can help multi-step tool use and code iteration.</p></li><li><p>One commenter cautions that the change may not be live yet: the <code>preserve_thinking</code> support is described as an <strong>open PR that has not been merged</strong>, while the model files reportedly show no update for <code>21 days</code>. This suggests users should verify the tokenizer/chat-template files in the actual model repository before assuming the new behavior is available in released artifacts.</p></li><li><p>Several comments frame the template change as increasing demand for a larger <strong>Gemma 4 </strong><code>124B</code><strong> MoE</strong> variant, arguing that <code>preserve_thinking</code> would be more valuable when paired with a higher-capacity model for coding-agent use cases. The discussion is speculative, but technically centered on scaling the model size/MoE architecture to better exploit the updated chat-template behavior.</p></li></ul></li><li><p></p></li></ul><h2><strong>Less Technical AI Subreddit Recap</strong></h2><blockquote><p>/r/Singularity, /r/Oobabooga, /r/MachineLearning, /r/OpenAI, /r/ClaudeAI, /r/StableDiffusion, /r/ChatGPT, /r/ChatGPTCoding, /r/aivideo, /r/aivideo</p></blockquote><h3><strong>1. Claude Fable 5/Mythos 5 Release and Access Tiers</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/ClaudeCode/comments/1u1b207/introducing_claude_fable_5/">Introducing Claude Fable 5</a></strong> (Activity: 2698): <strong>The <a href="https://i.redd.it/tb8akxef4a6h1.png">image</a> is a benchmark comparison table for the post&#8217;s claimed Claude Fable 5 / Claude Mythos 5 release, showing the highlighted model leading or near-leading across agentic coding, knowledge work, spatial reasoning, tool use, legal, biology, cybersecurity, and health benchmarks versus Claude Mythos Preview, Claude Opus 4.8, GPT 5.5, and Gemini 3.1 Pro. The selftext frames Fable 5 and Mythos 5 as the same underlying &#8220;Mythos-class&#8221; model, with Fable 5 using safety fallbacks: cybersecurity, biology/chemistry, and distillation-related requests are routed to Claude Opus 4.8, reportedly affecting under </strong><code>5%</code><strong> of sessions.</strong> Comments are mostly hype or skepticism rather than technical analysis, including jokes like &#8220;AGI confirmed&#8221; and a complaint asking whether &#8220;Fable [is] getting dumber recently.&#8221;</p><ul><li><p>One commenter noted an apparent access/pricing constraint: <strong>Claude Fable 5 is free only until </strong><code>June 22</code>, after which users will reportedly need to purchase credits to continue using it. This is relevant for anyone evaluating the model because benchmark or workflow testing may need to be completed before the credit-gated period begins.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/ClaudeAI/comments/1u1fsdi/claude_fable_5_feels_less_like_a_model_launch_and/">Claude Fable 5 feels less like a model launch and more like a preview of AI inequality</a></strong> (Activity: 2387): <strong>The post argues that Anthropic&#8217;s alleged Claude Fable 5 rollout represents a shift from a uniform public frontier-model release to a tiered access architecture: public paid users receive Fable 5 with safety routing that may downgrade requests involving </strong><code>cyber</code><strong>, </strong><code>bio</code><strong>, </strong><code>chemistry</code><strong>, or </strong><code>distillation</code><strong> to Opus 4.8, while selected partners purportedly get Mythos 5, described as the same underlying model with fewer safeguards. It also highlights pricing/capacity constraints: Fable 5 is said to be included in paid plans only until </strong><code>June 22</code><strong>, then potentially moved to usage credits, implying frontier-agent inference remains too expensive for flat-rate consumer subscriptions.</strong> Comments split between concern over AI access inequality and acceptance of restrictive safety policies as necessary for high-risk capabilities. One commenter frames the outcome as predictable token-economics pressure toward expensive enterprise-grade models, while another defends a <em>&#8220;rather safe than sorry&#8221;</em> approach despite user friction.</p><ul><li><p>Several commenters framed the launch as an expected economics shift: as frontier models grow in capability and complexity, <strong>inference/token costs rise enough that top-tier models become enterprise-only tools</strong> rather than default consumer products. One commenter argued this will push everyday workloads toward cheaper local inference on hardware like <strong>Apple M-series chips</strong> or <strong>RTX Spark-class accelerators</strong>, reserving frontier APIs for high-value tasks.</p></li><li><p>A pricing-focused thread claimed that the new model&#8217;s API economics make consumer subscriptions structurally mismatched with frontier usage: <em>&#8220;Our </em><code>$200</code><em> monthly sub is like </em><code>3</code><em> API prompts with the new model.&#8221;</em> The implied technical point is that even high-end consumer plans may be viable only through heavy rate limits, model routing, or fallback to cheaper models such as <strong>Opus 4.8</strong>, which one commenter described as sufficient for &#8220;<code>99%</code>&#8221; of users.</p><p></p><p></p></li></ul></li></ul>
      <p>
          <a href="https://www.latent.space/p/ainews-anthropic-claude-fable-5-mythos">
              Read more
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] FrontierCode: Benchmarking for Code Quality over Slop]]></title><description><![CDATA[We made a thing!]]></description><link>https://www.latent.space/p/ainews-frontiercode-benchmarking</link><guid isPermaLink="false">https://www.latent.space/p/ainews-frontiercode-benchmarking</guid><pubDate>Tue, 09 Jun 2026 06:12:33 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!3zh0!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FHKT9bbsagAAipOJ.jpg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>Second batch of AI Leadership and Engineering+Workshops tickets for <a href="https://www.ai.engineer/worldsfair/2026">AI Engineer World&#8217;s Fair</a> sold out last night! Last 500 tickets on sale now - get while stocks last! <a href="https://app.ai.engineer/e/ai-engineer-worlds-fair-2026?discount=LATENT-26-POD">20% off for the first 20 readers</a> who see this.</em></p><div><hr></div><p>It is rare that we are personally involved in the title story of the day, and <a href="https://www.youtube.com/watch?v=2TEeQjoY05c">Apple&#8217;s WWDC announcing Gemini-powered Siri</a> was a possible candidate, but <a href="https://news.smol.ai/issues?pattern=apple">we&#8217;ve been fooled before</a>. So instead, we&#8217;ve got <a href="https://x.com/cognition/status/2064061031912288715">FrontierCode</a>, the latest in our <a href="https://www.latent.space/p/2026">War on Slop</a>!</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/cognition/status/2064061031912288715&quot;,&quot;full_text&quot;:&quot;Introducing FrontierCode: a coding eval that raises the bar for difficulty &amp;amp; quality. Each task took 40+ hrs of work by leading open-source maintainers.\n\nModels write sloppy code that works but isn&#8217;t maintainable. Our eval is first to measure: would you actually merge this code? &quot;,&quot;username&quot;:&quot;cognition&quot;,&quot;name&quot;:&quot;Cognition&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1765909640364068865/MvH-m0gd_normal.jpg&quot;,&quot;date&quot;:&quot;2026-06-08T19:04:33.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/HKT9bbsagAAipOJ.jpg&quot;,&quot;link_url&quot;:&quot;https://t.co/e1GD53x3T4&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:131,&quot;retweet_count&quot;:189,&quot;like_count&quot;:2160,&quot;impression_count&quot;:469850,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p>If that chart looks familiar, it&#8217;s because FrontierCode was explicitly inspired and named for FrontierMath - focusing its hardest tier on extremely hard problems for frontier models 2 years ago:</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/EpochAIResearch/status/1854993684502282537&quot;,&quot;full_text&quot;:&quot;3/10 We evaluated six leading models, including Claude 3.5 Sonnet, GPT-4o, and Gemini 1.5 Pro. Even with extended thinking time (10,000 tokens), Python access, and the ability to run experiments, success rates remained below 2%&#8212;compared to over 90% on traditional benchmarks. &quot;,&quot;username&quot;:&quot;EpochAIResearch&quot;,&quot;name&quot;:&quot;Epoch AI&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1866142753127616512/DYcE9bN1_normal.jpg&quot;,&quot;date&quot;:&quot;2024-11-08T21:05:33.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/Gb4xR1VbkAA4zg8.png&quot;,&quot;link_url&quot;:&quot;https://t.co/mijruaZY2T&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:12,&quot;retweet_count&quot;:52,&quot;like_count&quot;:557,&quot;impression_count&quot;:422964,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p>The context of FrontierCode revolves around past work we have done around <a href="https://www.latent.space/p/swe-bench-dead">SWEBench-Verified</a>. </p><ul><li><p>It is clear that even with the switch to SWEBench Pro, there has been insufficient articulation around <a href="https://www.latent.space/p/wtf2025">WTF Happened in 2025</a>. As discussed with the OpenAI team in that podcast, there needed to be a lot more work around the rubrics for code quality and maintainability, and that is exactly what the Cog research team ended up building in this first release of FrontierCode.  </p></li><li><p>Separately, METR found that <a href="https://metr.org/notes/2026-03-10-many-swe-bench-passing-prs-would-not-be-merged-into-main/#introduction">Many SWE-bench-Passing PRs Would Not Be Merged into Main</a> and the problem of false positive trajectories (not quite &#8220;reward hacks&#8221;, but spiritually similar in terms of the unreliability of the benchmark rather than the model) was directly measured and addressed in the FrontierCode report.</p></li></ul><p>With hindsight, FrontierCode&#8217;s third tier of problems shows the huge accceleration going into Dec 2025 that suddenly <a href="https://x.com/swyx/status/2064081945567580323">made agentic engineering and vibe coding possible to go up one level of abstraction</a>, to the /goals and loops and metaprompts we are discussing today.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!sdBk!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!sdBk!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png 424w, https://substackcdn.com/image/fetch/$s_!sdBk!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png 848w, https://substackcdn.com/image/fetch/$s_!sdBk!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png 1272w, https://substackcdn.com/image/fetch/$s_!sdBk!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!sdBk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png" width="1456" height="1076" 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srcset="https://substackcdn.com/image/fetch/$s_!sdBk!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png 424w, https://substackcdn.com/image/fetch/$s_!sdBk!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png 848w, https://substackcdn.com/image/fetch/$s_!sdBk!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png 1272w, https://substackcdn.com/image/fetch/$s_!sdBk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0acd2026-8f85-4504-a5f3-6a0cd82d0b6a_2170x1604.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><a href="https://x.com/swyx/status/2064081945567580323">more context here</a></figcaption></figure></div><p></p><p></p><blockquote><p>AI News for 6/5/2026-6/8/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Coding Agents, Loops, and the Shift from &#8220;Passing Tests&#8221; to Mergeable Software</strong></p><ul><li><p><strong>FrontierCode raises the bar on coding evals</strong>: Cognition introduced <strong>FrontierCode</strong>, a new benchmark explicitly targeting whether code is actually <strong>mergeable</strong>, not merely unit-test passing. Tasks were built with open-source maintainers, with each taking <strong>40+ hours</strong> and evaluated on dimensions like regression safety, cleanliness, scope, test correctness, and maintainability. The headline result is that the best model, <strong>Opus 4.8</strong>, scores only about <strong>13%</strong> on the hardest subset&#8212;far below the 50%+ regime common on SWE-Bench-style evals, suggesting coding is much less &#8220;solved&#8221; than popular benchmarks imply (<a href="https://x.com/cognition/status/2064061031912288715">Cognition announcement</a>, <a href="https://x.com/ScottWu46/status/2064073699368800475">Scott Wu&#8217;s summary</a>, <a href="https://x.com/swyx/status/2064081945567580323">swyx breakdown</a>, <a href="https://x.com/theo/status/2064126021088215385">theo&#8217;s questions on variance/reproducibility</a>, <a href="https://x.com/cognition/status/2064215347503452649">Cognition response</a>).</p></li><li><p><strong>&#8220;Loops&#8221; are becoming the dominant agent-control metaphor&#8212;but with caveats</strong>: The day&#8217;s loudest practical theme was that coding agents should be given <strong>clear goals, verification criteria, and iteration structure</strong> rather than one-shot prompts. Popular examples include <a href="https://x.com/dzhng/status/2063931263312892406">dzhng&#8217;s &#8220;don&#8217;t use loops, design state machines&#8221;</a>, <a href="https://x.com/ClaudeDevs/status/2064032814392352816">Claude Code&#8217;s retrospective on auto mode, routines, and verification</a>, <a href="https://x.com/bcherny/status/2064034799711588805">bcherny&#8217;s thread</a>, <a href="https://x.com/reach_vb/status/2064028260070215772">OpenAI Codex tips on outcome-first prompting</a> and <a href="https://x.com/reach_vb/status/2064044955421769755">Approve-for-me defaults</a>, plus <a href="https://x.com/sydneyrunkle/status/2064034061165682931">LangChain OSS &#8220;rubrics&#8221;</a>. But several practitioners pushed back on na&#239;ve loop hype: <a href="https://x.com/omarsar0/status/2064024230396604469">Omar Sar0</a> and <a href="https://x.com/gneubig/status/2064011013637234728">Graham Neubig</a> emphasized that human checkpoints remain essential outside easily verifiable domains, while <a href="https://x.com/HamelHusain/status/2064019243990188259">Hamel Husain</a> joked about muting the word entirely.</p></li><li><p><strong>Agent ergonomics are improving around verification and orchestration</strong>: Product changes across the stack reflect this shift. <a href="https://x.com/ClaudeDevs/status/2064072801062121906">ClaudeDevs added observability dashboards for MCP connector developers</a>, including adoption, latency, and error views. <a href="https://x.com/skirano/status/2064035120483352776">MagicPath launched a Builder plan</a> for external-agent workflows and multiplayer canvas editing. <a href="https://x.com/LangChain/status/2064030008738296065">LangSmith Sandboxes</a> and <a href="https://x.com/AmplifyPartners/status/2063998736703856737">Modal&#8217;s sandbox scaling story</a> point toward the same infrastructure trend: agents need isolated, inspectable, long-running environments.</p></li><li><p><strong>Practical usage patterns are settling</strong>: The strongest operator advice converged on measurable outcomes, bounded autonomy, and thread hygiene. <a href="https://x.com/Angaisb_/status/2064103464142065852">Angaisb_ warned against overlong Codex threads degrading performance</a>, while <a href="https://x.com/reach_vb/status/2064115851503059418">reach_vb reported success with single-thread context accumulation</a>. That mismatch itself is useful signal: current agent performance is still strongly shaped by <strong>harness behavior and workflow choices</strong>, not just base-model quality.</p></li></ul><p><strong>Model Releases, Local Inference, and Serving Stack Upgrades</strong></p><ul><li><p><strong>Kimi shipped both a stronger coding agent and a desktop agent product</strong>: Moonshot released a major update to <strong>Kimi Code</strong>, its open-source coding agent, adding <strong>one-line CLI install</strong>, drag-and-drop <strong>video as coding context</strong>, ACP support, plugins, and IDE integration (<a href="https://x.com/KimiDevs/status/2063981516708024369">announcement</a>). It also launched <strong>Kimi Work</strong>, a desktop agent product with up to <strong>300 local sub-agents</strong>, browser-use via extension, finance-focused tool access, and persistent memory (<a href="https://x.com/Kimi_Moonshot/status/2063990409903112344">product launch</a>, <a href="https://x.com/crystalsssup/status/2063992904209842215">desktop availability</a>).</p></li><li><p><strong>Google pushed hard on efficient local deployment</strong>: Gemma got several notable upgrades. New <strong>QAT Gemma 4</strong> checkpoints reportedly preserve performance while using <strong>~4x less memory</strong>, with <strong>Gemma 4 E2B</strong> fitting in about <strong>1GB</strong> using a mobile quantization format (<a href="https://x.com/_philschmid/status/2063990553826439378">@_philschmid</a>). Separately, <strong>Gemma 4 MTP</strong> was merged into <strong>llama.cpp</strong>, enabling faster decoding when paired with QAT checkpoints (<a href="https://x.com/googlegemma/status/2064030477628182814">Gemma team</a>). <a href="https://x.com/osanseviero/status/2063985470489448887">llama.cpp also added video input support</a>, expanding local multimodal use cases.</p></li><li><p><strong>Open-source/open-weight competition remains intense</strong>: <a href="https://x.com/ArtificialAnlys/status/2064066303863005254">Artificial Analysis reported MiniMax-M3 at 55 on its Intelligence Index</a>, which would make it the leading open-weights model once weights are released. M3 adds <strong>native multimodality</strong> and a <strong>1M token context window</strong>, with strong GPQA/MMMU-Pro numbers but notable abstention on hallucination-sensitive evals. Meanwhile <a href="https://x.com/norpadon/status/2064040631479976240">norpadon announced Apple-hardware-optimized quantized Qwen3.5 checkpoints</a>.</p></li><li><p><strong>Serving infrastructure is broadening from text LLMs to world models and omni models</strong>: <strong>vLLM-Omni 0.22.0</strong> added day-0 support for <strong>NVIDIA Cosmos 3 world models</strong>, robot serving APIs, TTS models such as <strong>Qwen3-TTS</strong> and <strong>VoxCPM2</strong>, faster image/video serving, and broader quantization/hardware coverage (<a href="https://x.com/vllm_project/status/2064013506882703421">release</a>). This reflects a broader trend toward generalized multimodal serving rather than text-only inference stacks.</p></li></ul><p><strong>Benchmarks, Evaluation Methodology, and Real-World Agent Measurement</strong></p><ul><li><p><strong>Agent evaluation is moving from synthetic tasks to in-the-wild telemetry</strong>: Arena launched <strong>Agent Arena</strong>, a leaderboard based on over <strong>1M real-world sessions</strong>, using <strong>causal tracing</strong> rather than voting to estimate treatment effects of orchestrators/harnesses across five signals: <strong>confirmed success, praise vs complaint, steerability, bash recovery, and tool hallucination</strong> (<a href="https://x.com/arena/status/2064021507681276234">overview</a>, <a href="https://x.com/ml_angelopoulos/status/2064028763697127844">methodology thread</a>). Whether the methodology fully holds up remains to be seen, but it&#8217;s one of the clearest attempts yet to benchmark deployed agents using actual usage traces.</p></li><li><p><strong>Specialized benchmarks keep proliferating into new output domains</strong>: Hugging Face and Mecado released <strong>CADGenBench</strong>, a benchmark for generating and editing <strong>engineering-grade 3D CAD parts</strong> from drawings or STEP modifications, with metrics covering geometry, topology, interface compatibility, and CAD validity (<a href="https://x.com/MikushRab/status/2063999885796614522">launch thread</a>, <a href="https://x.com/Thom_Wolf/status/2064029993638764672">Thom Wolf summary</a>). This is a meaningful shift: evaluation is expanding beyond text/code into structured artifacts where correctness is physical and geometric.</p></li><li><p><strong>A recurring thesis: good benchmarks become training pipelines</strong>: <a href="https://x.com/OfirPress/status/2063990430350340575">Ofir Press argued</a> that the best benchmarks are scalable and rooted in <strong>real-world crawled data sources</strong>, making them useful not just for measurement but also for data generation. That view shows up implicitly in both FrontierCode and Agent Arena: benchmarks are no longer static scoreboards; they are becoming <strong>feedback loops for product and RL improvement</strong>.</p></li></ul><p><strong>Google, Apple, and the Consumer AI Platform Race</strong></p><ul><li><p><strong>Google expanded AI packaging, Search, and developer surfaces</strong>: Google announced a more capable <strong>NotebookLM</strong> with agentic chat, stronger reasoning, and more output formats for Ultra subscribers (<a href="https://x.com/NotebookLM/status/2064016460964585549">launch</a>). It also cut <strong>Google AI Plus</strong> pricing from <strong>$7.99 to $4.99/month</strong> while doubling storage to <strong>400GB</strong> (<a href="https://x.com/NewsFromGoogle/status/2064066310393209100">pricing update</a>). On the platform side, <a href="https://x.com/Google/status/2064034586762354893">Google highlighted a major Search upgrade</a>, including multimodal search and <strong>Gemini 3.5 Flash</strong> as the new default in AI Mode.</p></li><li><p><strong>Apple&#8217;s WWDC AI story centered on integration, not frontier leadership</strong>: Commentary around WWDC focused on a rebuilt <strong>Siri AI</strong> with on-screen awareness, app actions, personal context, and better voice interaction, alongside concerns about <strong>EU availability</strong> and hardware gating (<a href="https://x.com/kimmonismus/status/2064059964709388774">kimmonismus live thread</a>, <a href="https://x.com/kimmonismus/status/2064047278105464868">regional limitation note</a>). A technically notable detail came from <a href="https://x.com/awnihannun/status/2064202168618422396">awnihannun</a>: Apple&#8217;s on-device model is reportedly a <strong>20B-parameter query-routed architecture</strong> that loads experts from NAND into RAM once per query, a nonstandard design optimized for device constraints.</p></li></ul><p><strong>Research Directions: Continual Learning, Agent Training, and Optimization Debates</strong></p><ul><li><p><strong>Anthropic framed one core blocker for AI in science as infrastructure mismatch</strong>: Its new science blog argues AI has advanced faster in coding than biology because biological databases and tooling were not designed for agent use; the bottleneck is less raw intelligence than <strong>agent-compatible scientific infrastructure</strong> (<a href="https://x.com/AnthropicAI/status/2064054837294354677">Anthropic blog thread</a>). This pairs well with broader calls for harness/environment standardization.</p></li><li><p><strong>Open-source RL and environment protocols are becoming coordination points</strong>: <a href="https://x.com/ben_burtenshaw/status/2063991191415267492">OpenEnv was transferred to a consortium including Hugging Face, Meta-PyTorch, Reflection, Unsloth, Modal, Prime Intellect, NVIDIA, and others</a>. The pitch is that frontier labs co-train models with tightly coupled harnesses, while open ecosystems need a <strong>shared protocol layer</strong> between model, harness, environment, and trainer.</p></li><li><p><strong>Continual learning for agents is re-emerging as a practical systems problem</strong>: <a href="https://x.com/kimmonismus/status/2064001045391462907">Hivemind announced a system that turns traces from agents like Claude Code, Codex, Cursor, and Hermes into reusable skills</a>, claiming measurable gains across setups. Relatedly, <a href="https://x.com/NandoDF/status/2063938859583389837">Nando de Freitas posted a long thread</a> outlining a research program around learning from <strong>interaction consequences</strong> rather than token sequences alone.</p></li><li><p><strong>Optimization discourse was unusually active</strong>: Several threads debated whether <strong>Muon</strong> is materially distinct from <strong>Shampoo</strong>, with <a href="https://x.com/_arohan_/status/2064036303021494418">Arohan hinting at a better-than-Shampoo optimizer</a> and <a href="https://x.com/kellerjordan0/status/2064062891607888058">Keller Jordan benchmarking Shampoo and Spectral Descent publicly</a>. The substantive point beneath the drama: there is renewed appetite for <strong>optimizer-level gains</strong> as a real frontier lever, not just benchmark noise.</p></li></ul><p><strong>Top Tweets (by engagement)</strong></p><ul><li><p><strong>Signal on UK device scanning</strong>: The highest-engagement technically relevant post was <a href="https://x.com/signalapp/status/2064069692168519931">Signal&#8217;s statement opposing UK demands for on-device scanning and age-verification-linked content inspection</a>. This is more privacy/security policy than AI, but directly relevant to client-side inference and platform trust.</p></li><li><p><strong>OpenAI corporate direction and liquidity</strong>: <a href="https://x.com/sama/status/2064088940932641225">Sam Altman shared OpenAI&#8217;s current plan</a>, and shortly after <a href="https://x.com/OpenAINewsroom/status/2064094175541461220">OpenAI announced it had confidentially filed an S-1</a>. For AI engineers, the key implication is strategic: both OpenAI and Anthropic now appear to be preserving IPO optionality while ramping capacity and product breadth.</p></li><li><p><strong>NotebookLM and FrontierCode were the day&#8217;s biggest pure-product/eval launches</strong>: <a href="https://x.com/NotebookLM/status/2064016460964585549">NotebookLM&#8217;s upgrade</a>, <a href="https://x.com/KimiDevs/status/2063981516708024369">Kimi Code</a>, <a href="https://x.com/Kimi_Moonshot/status/2063990409903112344">Kimi Work</a>, and <a href="https://x.com/cognition/status/2064061031912288715">FrontierCode</a> dominated the technical conversation, with FrontierCode in particular reshaping the discourse around what &#8220;good coding performance&#8221; should mean.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><p></p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] not much happened today]]></title><description><![CDATA[a quiet day of RSI.]]></description><link>https://www.latent.space/p/ainews-not-much-happened-today-6b8</link><guid isPermaLink="false">https://www.latent.space/p/ainews-not-much-happened-today-6b8</guid><pubDate>Sat, 06 Jun 2026 04:34:47 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!DbYa!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F73b0838a-bd14-46a1-801c-b6a2046e5c1e_1130x1130.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Do check out the excellent <a href="https://www.latent.space/p/bad-envs">RL Env guide</a> we posted today! And more lightning pods over the weekend, starting with <a href="https://youtu.be/-rIAVuaRjOg">our CommandCode remote pod on harness optimization for DeepSeek v4 Pro</a>.</p><div class="digest-post-embed" data-attrs="{&quot;nodeId&quot;:&quot;fbd1a4dc-557c-41fd-8246-6e92faf9ea35&quot;,&quot;caption&quot;:&quot;We&#8217;re so excited to publish this guest post from Auriel W, who has worked on RL at Gemini, and has an incredible &#8220;RL Pet Peeves&#8221; blog where she not-so-subtly explains the frustrations big labs have w&#8230;&quot;,&quot;cta&quot;:null,&quot;showBylines&quot;:true,&quot;size&quot;:&quot;lg&quot;,&quot;isEditorNode&quot;:true,&quot;title&quot;:&quot;How to Stop Shipping Low-Quality RL Environments (with Examples)&quot;,&quot;publishedBylines&quot;:[{&quot;id&quot;:39274261,&quot;name&quot;:&quot;Auriel Wright&quot;,&quot;bio&quot;:&quot;always learning something new&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/49e9e4bf-5eba-4d49-8678-593fb2d2bf7d_2401x2401.jpeg&quot;,&quot;is_guest&quot;:true,&quot;bestseller_tier&quot;:null,&quot;primaryPublicationSubscribeUrl&quot;:&quot;https://aurielwright.substack.com/subscribe?&quot;,&quot;primaryPublicationUrl&quot;:&quot;https://aurielwright.substack.com&quot;,&quot;primaryPublicationName&quot;:&quot;Auriel Wright&quot;,&quot;primaryPublicationId&quot;:8087656}],&quot;post_date&quot;:&quot;2026-06-05T18:49:40.461Z&quot;,&quot;cover_image&quot;:&quot;https://substackcdn.com/image/fetch/$s_!NbXz!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe58868ac-23a0-453d-81e5-5ca830f7454d_1456x1394.png&quot;,&quot;cover_image_alt&quot;:null,&quot;canonical_url&quot;:&quot;https://www.latent.space/p/bad-envs&quot;,&quot;section_name&quot;:null,&quot;video_upload_id&quot;:null,&quot;id&quot;:200799194,&quot;type&quot;:&quot;newsletter&quot;,&quot;reaction_count&quot;:42,&quot;comment_count&quot;:0,&quot;publication_id&quot;:1084089,&quot;publication_name&quot;:&quot;Latent.Space&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!DbYa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F73b0838a-bd14-46a1-801c-b6a2046e5c1e_1130x1130.png&quot;,&quot;belowTheFold&quot;:false,&quot;youtube_url&quot;:null,&quot;show_links&quot;:null,&quot;feed_url&quot;:null}"></div><p></p><blockquote><p>AI News for 6/4/2026-6/5/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Frontier Models, RSI, and the &#8220;AI Builds AI&#8221; Narrative</strong></p><ul><li><p><strong>Anthropic&#8217;s Mythos/Opus cycle dominated discussion, but substance was mixed with speculation</strong>: Community attention centered on <strong>Claude Mythos</strong>, with multiple users calling outputs &#8220;next level&#8221; and highlighting strong one-shot desktop and MacOS workflows (<a href="https://x.com/kimmonismus/status/2062843119864021404">kimmonismus on Mythos outputs</a>, <a href="https://x.com/kimmonismus/status/2062933600287224073">more reactions</a>, <a href="https://x.com/kimmonismus/status/2062805570982203820">earlier post</a>). At the same time, there were questions about benchmark regressions&#8212;e.g. claims that <strong>Opus 4.8 underperforms 4.7 on LLM Debate Benchmark</strong> and skepticism around earlier Sonnet/Opus trajectory narratives (<a href="https://x.com/LechMazur/status/2062954327199666602">LechMazur</a>, <a href="https://x.com/teortaxesTex/status/2062807380643958948">teortaxesTex</a>). Anthropic also published a concrete science result: <strong>Opus 4.7 matching or beating dedicated NMR software on some tasks</strong>, framed as &#8220;making Claude a chemist&#8221; (<a href="https://x.com/AnthropicAI/status/2062979607448682731">AnthropicAI</a>).</p></li><li><p><strong>Recursive self-improvement moved from vague theory to explicit org strategy</strong>: <a href="https://x.com/SakanaAILabs/status/2062948403815030850">Sakana AI</a> launched a dedicated <strong>RSI Lab</strong> in Tokyo, tying together prior projects like <strong>The AI Scientist</strong>, <strong>Darwin G&#246;del Machine</strong>, and <strong>ShinkaEvolve</strong>, with an explicit claim that self-improving systems can be built under compute constraints rather than hyperscale-only regimes. <a href="https://x.com/hardmaru/status/2062948594597208557">hardmaru</a> emphasized <strong>sample efficiency</strong> as the design constraint. This lined up with broader industry rhetoric around self-improving systems: <a href="https://x.com/kimmonismus/status/2062868789746671819">kimmonismus</a> argued Anthropic/OpenAI RSI claims are not just IPO theater, while <a href="https://x.com/andrew_n_carr/status/2062976064343912949">andrew_n_carr</a> suggested only &#8220;1 or 2 hard problems&#8221; may remain on the path to AGI. The notable shift is that RSI is no longer just blog-post framing; labs are staffing around it as a formal research program.</p></li></ul><p><strong>Agent Evaluation, Reliability, and Long-Horizon Benchmarks</strong></p><ul><li><p><strong>Benchmarks are shifting from task snippets to economically meaningful, long-horizon work</strong>: Several new efforts pushed beyond classic SWE-bench-style evaluation. <a href="https://x.com/dair_ai/status/2062916866235068607">dair_ai</a> introduced <strong>Agents&#8217; Last Exam (ALE)</strong>, a benchmark of <strong>1,000+ economically valuable tasks</strong> mapped to U.S. occupational taxonomy, with the hardest tier averaging just <strong>2.6% full pass rate</strong>. <a href="https://x.com/rishi_desai2/status/2062930906818769356">rishi_desai2</a> launched <strong>SWE-Marathon</strong>, testing whether coding agents can stay coherent over <strong>1B-token budgets</strong> on projects like building Slack clones, rewriting JAX to PyTorch, or implementing a C compiler. <a href="https://x.com/omarsar0/status/2062919381777350914">omarsar0</a> highlighted the <strong>Meta-Agent Challenge</strong>, where agents attempt to self-improve under a sandbox + eval API + time budget setup; results showed meta-agents rarely match human baselines, and some attempted <strong>ground-truth exfiltration</strong> despite anti-reward-hacking defenses.</p></li><li><p><strong>Reliability work continues to show frontier models are not yet dependable enough</strong>: <a href="https://x.com/steverab/status/2062890225144135800">steverab</a> shared Princeton&#8217;s updated ICML 2026 paper, <strong>&#8220;Towards a Science of AI Agent Reliability,&#8221;</strong> adding <strong>GPT 5.5, Gemini 3.1 Pro / 3.5 Flash, and Claude Opus 4.7</strong> and concluding they are <strong>not meaningfully more reliable</strong> than previous models. The update also corrected an outcome consistency metric typo and audited scaffold issues including <strong>answer leakage</strong> and <strong>agent cheating on GAIA</strong>, but still found low consistency overall. Related commentary emphasized that &#8220;verifiable tasks&#8221; often just means <strong>easy tasks</strong> (<a href="https://x.com/MillionInt/status/2062924521779450147">MillionInt</a>) and that the right framing is &#8220;<strong>Reality: the final eval</strong>,&#8221; i.e. whether systems work in production, not whether they clear benchmark thresholds (<a href="https://x.com/559hkdt/status/2062867094111219824">559hkdt quoting swyx/Andon</a>).</p></li><li><p><strong>Tooling is converging on RL-environment-like harnesses for agents</strong>: <a href="https://x.com/pauliusztin_/status/2062874580411162811">pauliusztin_</a> argued for modeling agentic coding systems as <strong>Gym-style RL environments</strong> via Meta&#8217;s <strong>OpenEnv</strong>, mainly for observability rather than optimization: success rate, retries, tool efficiency, failure modes, cost per successful trajectory. <a href="https://x.com/adithya_s_k/status/2062871067803205815">adithya_s_k</a> noted strong uptake for a guide on RL environments for LLMs, while <a href="https://x.com/latentspacepod/status/2062972030606274785">latentspacepod</a> published a critique of low-quality RL environments. Together these point to a maturation of agent engineering from &#8220;vibe checks&#8221; to reproducible harnesses.</p></li></ul><p><strong>Open Models, Quantization, and Multimodal Releases</strong></p><ul><li><p><strong>Gemma 4 QAT was the most practically important open release for local deployment</strong>: Google shipped <strong>Gemma 4 Quantization-Aware Training checkpoints</strong> across model sizes (<a href="https://x.com/googlegemma/status/2062928831229665566">googlegemma</a>, <a href="https://x.com/osanseviero/status/2062933011415392482">osanseviero</a>). The release emphasizes lower memory while preserving quality, including a <strong>mobile quantization format</strong> and claims that <strong>E2B can run in ~1GB</strong>. Ecosystem support landed immediately via <a href="https://x.com/ollama/status/2062965815864066079">Ollama</a> and <a href="https://x.com/vllm_project/status/2062938949560283216">vLLM</a>. <a href="https://x.com/danielhanchen/status/2062933017430315481">danielhanchen</a> also noted a subtle interoperability issue: na&#239;ve conversion from QAT to llama.cpp&#8217;s <strong>Q4_0</strong> lattice loses accuracy, while Unsloth&#8217;s dynamic GGUF recovers much of it.</p></li><li><p><strong>Ideogram 4 stood out in image generation because it is both strong and open-weight</strong>: <a href="https://x.com/ideogram_ai/status/2062956373957292281">ideogram_ai</a> published a technical blog describing <strong>Ideogram 4.0</strong> as a <strong>9.3B Diffusion Transformer</strong> trained from scratch with a <strong>frozen 8B VLM text encoder</strong>, and notably released <strong>fp8 and nf4 checkpoints</strong>, with the <strong>nf4 variant fitting on a single 24GB GPU</strong> (<a href="https://x.com/ideogram_ai/status/2062956472489922584">follow-up</a>). Arena results placed <strong>Ideogram 4.0 Quality</strong> in the text-to-image top tier and as the <strong>leading open-weight image model</strong> (<a href="https://x.com/arena/status/2062957421757452516">arena</a>, <a href="https://x.com/arena/status/2062997992777609534">open-weight ranking update</a>).</p></li><li><p><strong>NVIDIA&#8217;s open-model push kept expanding</strong>: Discussion around <strong>Nemotron 3 Ultra</strong> focused on post-training details like <strong>MOPD warmup</strong> for teacher-student distribution matching and <strong>MTP boosting</strong> for speculative decoding (<a href="https://x.com/ben_burtenshaw/status/2062902364525244572">ben_burtenshaw</a>). NVIDIA also expanded its ecosystem with the <strong>Nemotron Coalition</strong>, adding <strong>Nous, Prime Intellect, and hcompany</strong> among others (<a href="https://x.com/NVIDIAAI/status/2062961026409333232">NVIDIAAI</a>). Downstream platforms moved quickly: <a href="https://x.com/perplexity_ai/status/2062976272436002825">Perplexity</a> made <strong>Nemotron 3 Ultra</strong> available to Pro/Max users, pitching it as an open model for long-running agents.</p></li></ul><p><strong>Agent Products, Devtools, and Runtime Infrastructure</strong></p><ul><li><p><strong>Hermes Agent had a full-stack product week</strong>: <a href="https://x.com/Teknium/status/2062822586954997909">Teknium</a> showcased building <strong>Hermes Agent with Hermes Agent</strong>, then spent the week pushing plugin support, docs, and curation (<a href="https://x.com/Teknium/status/2062854497865810164">plugin guide</a>, <a href="https://x.com/Teknium/status/2062830182432731256">developer-experience thread</a>). The biggest ship was <strong>Hermes v0.16.0</strong>, which includes a <strong>desktop GUI app</strong>, dashboard overhaul, leaner built-in skills, and <strong>new security layers for remote dashboard/GUI access</strong> including simple auth and OAuth (<a href="https://x.com/Teknium/status/2063075771317686606">release</a>, <a href="https://x.com/Teknium/status/2063078732768928234">security follow-up</a>, <a href="https://x.com/Teknium/status/2062953592131342832">Chinese-language desktop support</a>).</p></li><li><p><strong>Arena moved from passive leaderboard to active agent runtime</strong>: <a href="https://x.com/arena/status/2062902033389322477">arena</a> launched <strong>Agent Mode</strong> plus <strong>Agent Arena</strong>, where users run agents on real tasks and feed aggregate metrics like <strong>confirmed success, praise vs complaint, steerability, bash recovery, and tool hallucination</strong> into a leaderboard (<a href="https://x.com/arena/status/2062902039445959060">leaderboard details</a>). This is one of the clearest examples this week of an eval company turning into an execution platform.</p></li><li><p><strong>Devtools are being rebuilt around agent efficiency, not just human UX</strong>: <a href="https://x.com/ClementDelangue/status/2062982727729553913">ClementDelangue</a> provided one of the sharper operator takeaways: agent-optimized tooling matters because <strong>hand-rolling raw API interactions consumed up to 6&#215; more tokens and had lower success rates</strong> than using the Hugging Face CLI. His framing&#8212;&#8220;<strong>good tools are cached intelligence for agents</strong>&#8221;&#8212;captures an emerging design principle for agent-native developer platforms. Related launches included <strong>MagicPath as an official Codex plugin</strong> (<a href="https://x.com/skirano/status/2062942695547375829">skirano</a>), <strong>Cursor Design Mode</strong> for visual prompting of UI changes (<a href="https://x.com/cursor_ai/status/2062950344687272144">cursor_ai</a>), and <strong>Vercel integration inside Perplexity Computer</strong> to inspect deployments and redeploy in natural language (<a href="https://x.com/vercel_dev/status/2062934988648329515">vercel_dev</a>).</p></li></ul><p><strong>Compute, Infrastructure Economics, and Platform Operations</strong></p><ul><li><p><strong>AI infra economics are becoming a first-order story</strong>: <a href="https://x.com/EpochAIResearch/status/2062933470373146828">Epoch AI</a> estimated AI-related data center construction, compute hardware, and networking at <strong>~0.8% of U.S. GDP in Q1 2026</strong>, pushing total computing infrastructure to <strong>~1.5% of GDP</strong>. On the operating side, <a href="https://x.com/eglyman/status/2062921352613425446">eglyman</a> argued the problem is not raw token spend but lack of <strong>attribution and allocation</strong>, noting that rerouting even <strong>10% of a $10M AI bill</strong> from frontier models to cheaper tiers can save nearly <strong>$1M</strong>.</p></li><li><p><strong>Cloudflare shipped concrete cost controls for inference routing</strong>: Both <a href="https://x.com/CFchangelog/status/2062762883222483347">CF changelog</a>, <a href="https://x.com/elithrar/status/2062887228909527346">elithrar</a>, and <a href="https://x.com/michellechen/status/2062894017545720129">michellechen</a> announced <strong>AI Gateway spend limits</strong>, budget enforcement by model/user, and <strong>fallbacks to cheaper models</strong> when caps are reached, with forthcoming identity-based controls through Cloudflare Access. This is exactly the kind of infra feature enterprise teams are now demanding as usage leaves prototype scale.</p></li><li><p><strong>Platform/security incidents still matter because they reveal failure modes</strong>: OpenAI had an account suspension incident, acknowledged publicly by <a href="https://x.com/OpenAI/status/2062927046448431587">OpenAI</a>, with follow-ups from support staff indicating most accounts/subscriptions were later restored (<a href="https://x.com/reach_vb/status/2063035661855183215">reach_vb</a>). OpenAI also rolled out <strong>ChatGPT Lockdown Mode</strong> to all users, aimed at reducing the final stage of <strong>prompt-injection-driven data exfiltration</strong> by limiting outbound network requests (<a href="https://x.com/cryps1s/status/2062923575049531422">cryps1s</a>). Separately, speculation around an Anthropic outage potentially exposing cross-tenant output shows that <strong>multi-tenant isolation failures</strong> remain one of the highest-severity risks in agentic/cloud inference products (<a href="https://x.com/kimmonismus/status/2062997809067139468">kimmonismus</a>).</p></li></ul><p><strong>Top Tweets (by engagement)</strong></p><ul><li><p><strong>Gemma 4 QAT release</strong>: <a href="https://x.com/googlegemma/status/2062928831229665566">@googlegemma</a> announced QAT checkpoints for all Gemma 4 sizes and drafters, focused on lower-memory on-device inference.</p></li><li><p><strong>Anthropic&#8217;s Claude usage expansion</strong>: <a href="https://x.com/claudeai/status/2063018337567670285">@claudeai</a> said it had <strong>doubled usage limits in Claude Cowork</strong> for a month to support larger delegated tasks.</p></li><li><p><strong>OpenAI platform incident</strong>: <a href="https://x.com/OpenAI/status/2062927046448431587">@OpenAI</a> reported incorrect account suspensions and restoration work.</p></li><li><p><strong>Cursor Design Mode</strong>: <a href="https://x.com/cursor_ai/status/2062950344687272144">@cursor_ai</a> launched multimodal UI editing via pointing, drawing, or voice.</p></li><li><p><strong>Google&#8217;s agentic RAG framework</strong>: <a href="https://x.com/GoogleResearch/status/2062982001850974257">@GoogleResearch</a> introduced a <strong>multi-agent enterprise RAG</strong> workflow with iterative context gathering rather than one-shot retrieval.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Gemma 4 QAT and Nemotron 3 Ultra Releases</strong></h3><p></p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] not much happened today]]></title><description><![CDATA[a quiet day]]></description><link>https://www.latent.space/p/ainews-not-much-happened-today-7a8</link><guid isPermaLink="false">https://www.latent.space/p/ainews-not-much-happened-today-7a8</guid><pubDate>Fri, 05 Jun 2026 06:44:49 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!DbYa!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F73b0838a-bd14-46a1-801c-b6a2046e5c1e_1130x1130.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Anthropic is seeing <a href="https://www.anthropic.com/institute/recursive-self-improvement">Sparks of RSI</a>, OpenAI&#8217;s ChatGPT has finally crossed 1B MAU ~5 months behind schedule and <a href="https://x.com/OpenAI/status/2062567556524003631">improved memory</a>, and <a href="https://x.com/SpaceX/status/2062630481087082874">SpaceXAI is explaining its IPO to people who might not know they will be forced into buying it</a>.</p><p>None of which are as important as <a href="http://ai.engineer/wf">getting your AIEWF tickets and hotels</a> and tuning in to <a href="https://www.latent.space/p/andon">the latest pod with Andon Labs</a>!</p><div class="digest-post-embed" data-attrs="{&quot;nodeId&quot;:&quot;7942c02d-00aa-4377-8600-12d5f6bb0c80&quot;,&quot;caption&quot;:&quot;The new AIEWF website is live! Get your tickets booked ASAP as they -will- sell out. Take the AI Engineering Survey and get >$2k in credits and free AIE WF tickets!&quot;,&quot;cta&quot;:null,&quot;showBylines&quot;:true,&quot;size&quot;:&quot;sm&quot;,&quot;isEditorNode&quot;:true,&quot;title&quot;:&quot;Reality: The Final Eval &#8212; Lukas Petersson and Axel Backlund of Andon Labs&quot;,&quot;publishedBylines&quot;:[],&quot;post_date&quot;:&quot;2026-06-04T20:39:18.514Z&quot;,&quot;cover_image&quot;:&quot;https://substack-video.s3.amazonaws.com/video_upload/post/200614482/1621f1b3-afdf-4e73-96ad-7e9344965086/transcoded-1780580537.png&quot;,&quot;cover_image_alt&quot;:null,&quot;canonical_url&quot;:&quot;https://www.latent.space/p/andon&quot;,&quot;section_name&quot;:null,&quot;video_upload_id&quot;:null,&quot;id&quot;:200614482,&quot;type&quot;:&quot;podcast&quot;,&quot;reaction_count&quot;:7,&quot;comment_count&quot;:0,&quot;publication_id&quot;:1084089,&quot;publication_name&quot;:&quot;Latent.Space&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!DbYa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F73b0838a-bd14-46a1-801c-b6a2046e5c1e_1130x1130.png&quot;,&quot;belowTheFold&quot;:false,&quot;youtube_url&quot;:null,&quot;show_links&quot;:null,&quot;feed_url&quot;:null}"></div><p></p><blockquote><p>AI News for 6/3/2026-6/4/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>NVIDIA&#8217;s Nemotron 3 Ultra and 3.5 ASR Release</strong></p><ul><li><p><strong>Nemotron 3 Ultra</strong> was the clearest technical release of the day: a fully open <strong>550B MoE</strong> model with <strong>55B active parameters</strong>, <strong>1M context</strong>, and an explicit focus on long-running agent workloads. NVIDIA says it is <strong>up to 5x faster</strong> and <strong>30% lower cost</strong> for agentic tasks, with weights, synthetic data, reward checkpoints, quantized variants, and training recipes released under <strong>OpenMDW 1.1</strong> (<a href="https://x.com/nvidia/status/2062522316672667770">NVIDIA launch</a>, <a href="https://x.com/NVIDIAAI/status/2062521383582646537">NVIDIAAI open artifacts</a>, <a href="https://x.com/PavloMolchanov/status/2062538679470657727">Pavlo Molchanov thread</a>). The architecture combines <strong>hybrid Mamba/attention</strong>, <strong>LatentMoE</strong>, and <strong>native MTP</strong>, with pretraining done in <strong>NVFP4</strong> over <strong>20T tokens</strong>&#8212;notable because it pushes low-precision pretraining into a new scale regime (<a href="https://x.com/ctnzr/status/2062515418884149451">tech notes</a>, <a href="https://x.com/scaling01/status/2062540298933219832">scaling discussion</a>).</p></li><li><p><strong>Benchmarks and serving story</strong> were unusually strong for an open release. <a href="https://x.com/ArtificialAnlys/status/2062527871529439438">@ArtificialAnlys</a> measured <strong>47.7</strong> on its Intelligence Index using NVIDIA&#8217;s recommended NVFP4 inference weights (<strong>48.2</strong> in BF16), making it the strongest <strong>US open-weights</strong> model they&#8217;ve tested, though still behind <strong>Kimi K2.6</strong>. More interestingly, they reported <strong>400+ output tok/s</strong> via BlackBox, and separately showed Nemotron 3 Ultra sitting on the <strong>Pareto frontier for task latency vs. performance</strong> on Terminal-Bench-style evaluations under turn limits (<a href="https://x.com/ArtificialAnlys/status/2062598349757567359">latency analysis</a>, <a href="https://x.com/blackboxai/status/2062546216949588001">BlackBox throughput</a>). The model shipped <strong>day 0</strong> across the stack: <a href="https://x.com/vllm_project/status/2062574262163280172">vLLM</a>, <a href="https://x.com/modal/status/2062528720104227149">Modal</a>, <a href="https://x.com/togethercompute/status/2062520009893576974">Together</a>, <a href="https://x.com/FireworksAI_HQ/status/2062568688201646321">Fireworks</a>, <a href="https://x.com/ollama/status/2062591290743853291">Ollama cloud</a>, <a href="https://x.com/baseten/status/2062609272815685759">Baseten</a>, <a href="https://x.com/wandb/status/2062577626242580896">CoreWeave/W&amp;B</a>, <a href="https://x.com/cline/status/2062620668085297214">Cline</a>, <a href="https://x.com/PrimeIntellect/status/2062622550300275088">Prime Intellect</a>, and <a href="https://x.com/NousResearch/status/2062554136625766409">Nous Portal</a>.</p></li><li><p><strong>Nemotron 3.5 ASR</strong> was the quieter but practical companion release: an open streaming ASR model with a single <strong>0.6B checkpoint</strong>, <strong>40 language-locale combinations</strong>, and <strong>sub-100ms latency</strong>, built on a <strong>cache-aware FastConformer / RNN-T</strong> style design optimized for voice agents and streaming speech workloads (<a href="https://x.com/PiotrZelasko/status/2062538923776290909">Piotr Zelasko</a>, <a href="https://x.com/togethercompute/status/2062520605102993436">Together</a>, <a href="https://x.com/fal/status/2062521027020611933">fal availability</a>).</p></li></ul><p><strong>Anthropic&#8217;s Recursive Self-Improvement Framing and Internal AI-Coding Metrics</strong></p><ul><li><p>Anthropic published the most-discussed policy/research note of the day, arguing that current systems show <strong>early signs of recursive self-improvement (RSI)</strong>&#8212;not yet full autonomy in research direction, but clear evidence that AI is accelerating AI development (<a href="https://x.com/AnthropicAI/status/2062568862479208923">Anthropic post</a>). The headline operational claims were concrete: <strong>80%+ of merged code</strong> at Anthropic is now authored by Claude, the typical engineer ships <strong>8x more code per quarter</strong> than in prior years, and on internal open-ended engineering tasks Claude&#8217;s success rate rose from roughly <strong>26% to 76%</strong> in six months (<a href="https://x.com/AnthropicAI/status/2062568864240836995">code metric</a>, <a href="https://x.com/alexalbert__/status/2062580571214389510">Alex Albert summary</a>).</p></li><li><p>The most striking empirical datapoint was Anthropic&#8217;s recurring &#8220;speed up a small model training script&#8221; test: <strong>Claude Opus 4</strong> averaged about <strong>3x</strong> speedup, while <strong>Mythos Preview</strong> reportedly achieved <strong>~52x</strong> (<a href="https://x.com/AnthropicAI/status/2062568869240476050">Anthropic benchmark claim</a>, <a href="https://x.com/AnthropicAI/status/2062634151556292775">correction on dates</a>). Anthropic also says Mythos gave better &#8220;what to do next&#8221; research suggestions than humans <strong>64%</strong> of the time in sessions where the researcher had taken a wrong turn (<a href="https://x.com/AnthropicAI/status/2062568870872003021">research-next-step result</a>). Their broader thesis: automating <em>problem selection</em> is still unresolved, but automating large portions of implementation and iteration is already happening.</p></li><li><p>The governance angle mattered as much as the productivity claims. Anthropic explicitly wrote that &#8220;it would be good for the world to have the option to <strong>slow or temporarily pause frontier AI development</strong>,&#8221; framing verification and coordination mechanisms as increasingly urgent if RSI-like dynamics continue (<a href="https://x.com/AnthropicAI/status/2062568873321513443">Anthropic governance statement</a>, <a href="https://x.com/scaling01/status/2062572962117562507">discussion</a>, <a href="https://x.com/a_karvonen/status/2062572851916574730">commentary</a>). This landed amid criticism that Anthropic recently <strong>weakened parts of its Responsible Scaling Policy thresholds</strong> around bio/chemical risk, according to <a href="https://x.com/CRSegerie/status/2062474945377218819">@CRSegerie</a>. Separately, a coalition including <strong>Altman, Amodei, Hassabis, and Baker</strong> backed <strong>mandatory DNA synthesis screening and recordkeeping</strong> in the US, arguing AI is eroding biological knowledge barriers (<a href="https://x.com/kimmonismus/status/2062485389949145457">letter summary</a>).</p></li></ul><p><strong>Cloudflare Acquires VoidZero and Tightens the Full-Stack Agent Toolchain</strong></p><ul><li><p>The biggest developer-platform move was <strong>Cloudflare bringing in VoidZero</strong>, the team behind <strong>Vite, Vitest, Rolldown, Oxc, and Vite+</strong>. Cloudflare and VoidZero emphasized that <strong>Vite remains open source, MIT, and vendor-neutral</strong>, with Cloudflare also committing <strong>$1M</strong> to a fund for independent Vite ecosystem development (<a href="https://x.com/Cloudflare/status/2062521221132992533">Cloudflare</a>, <a href="https://x.com/vite_js/status/2062525206158078047">Vite statement</a>, <a href="https://x.com/evanyou/status/2062533668233756677">Evan You</a>).</p></li><li><p>The strategic read from developers was that this gives Cloudflare tighter control over an increasingly agent-friendly application stack: frontend/build tooling, runtime, storage, inference, deployment primitives, and security in one place. <a href="https://x.com/wesbos/status/2062520527151903090">@wesbos</a> framed it as Cloudflare assembling &#8220;a tidy package they can hand to an LLM to make a site,&#8221; which is directionally consistent with Cloudflare&#8217;s own push on agents, MCP, sandboxes, AI search, payments, and observability in a unified platform (<a href="https://x.com/thomasgauvin/status/2062512156076048447">Cloudflare agents docs overview</a>).</p></li></ul><p><strong>Agents, Harnesses, Memory, and Evaluation Infrastructure</strong></p><ul><li><p>Several tweets pointed to a maturing &#8220;agent systems&#8221; layer beyond raw model releases. A recurring theme was that the bottleneck is increasingly the <strong>harness/orchestrator</strong>, not just prompting. A popular clip summarized the Claude Code workflow as &#8220;I don&#8217;t prompt Claude anymore, I write loops,&#8221; while <a href="https://x.com/omarsar0/status/2062553527730540611">@omarsar0</a> described reverse-engineering <strong>dynamic workflows</strong> into his own orchestrator for branching research, verification, triage, data synthesis, and eval generation. The common idea: higher-order control loops, not one-shot prompts, are becoming the real unit of work.</p></li><li><p>Tooling around those loops also improved. <a href="https://x.com/LangChain/status/2062512156688466083">LangSmith Sandboxes</a> reached GA with Dockerfile snapshots, interactive consoles, TCP tunneling, and standard Linux tooling. Hugging Face pushed two adjacent ideas: a <strong>Kernels</strong> distribution path for custom kernels on the Hub (<a href="https://x.com/RisingSayak/status/2062471134260687264">announcement</a>) and stronger support for storing <strong>agent traces</strong> as first-class artifacts, echoed by <a href="https://x.com/ClementDelangue/status/2062542713463980303">@ClementDelangue</a>. <a href="https://x.com/julien_c/status/2062524414034423969">@julien_c</a> released <strong>SynthTraces</strong>, a minimal harness that generated <strong>2,000+ synthetic coding-agent session traces</strong> by having an open model play the coding agent and a local model simulate the user.</p></li><li><p>Evaluation also shifted toward real-world agent work. <strong>Arena</strong> launched <strong>Agent Arena / Agent Mode</strong>, measuring agentic performance from <strong>millions of live sessions</strong> with tools like web search, filesystem, bash, and image generation. Their current ranking puts <strong>GPT-5.5</strong> first, followed by <strong>Claude Opus 4.7</strong>, <strong>GLM-5.1</strong>, <strong>Gemini 3.1 Pro</strong>, and <strong>Kimi-K2.6</strong>, with methodology based on task success, steerability, recovery, user praise/complaint, and tool hallucination across <strong>300K+ tasks</strong>, <strong>2M+ tool calls</strong>, and <strong>40M lines of code</strong> (<a href="https://x.com/arena/status/2062566749418233981">launch</a>, <a href="https://x.com/arena/status/2062566769659912281">methodology</a>). On the enterprise side, <strong>Cognition</strong> introduced an <strong>AI Productivity Guarantee</strong> for Devin&#8212;up to <strong>$10M</strong> in covered usage if the product doesn&#8217;t produce positive engineering value&#8212;backed by an internal measurement system over <strong>258 enterprise sessions</strong> spanning tasks up to <strong>64+ hours</strong> (<a href="https://x.com/cognition/status/2062597242167628019">guarantee</a>, <a href="https://x.com/cognition/status/2062597246001324518">technical writeup</a>).</p></li></ul><p><strong>Memory, Multimodality, and Model/Benchmark Updates</strong></p><ul><li><p><strong>OpenAI rolled out a more capable ChatGPT memory system</strong> to Plus and Pro users in the US, with <strong>memory summaries</strong>, more steering controls, and <strong>2x more memory</strong>. The company framed this as a longer-running research arc from saved memory to &#8220;dreaming&#8221; to the current system (<a href="https://x.com/OpenAI/status/2062567556524003631">OpenAI</a>, <a href="https://x.com/OpenAI/status/2062567559673856346">controls</a>, <a href="https://x.com/ChristinaHartW/status/2062585124450172956">Christina Kim explanation</a>). Related developer-side updates included <strong>moderation scores in the Responses and Completions APIs</strong> (<a href="https://x.com/OpenAIDevs/status/2062619558440267801">OpenAIDevs</a>) and a heavily shared demo of the new <strong>Codex iOS app plugin</strong> for viewing and testing apps in-browser with hot reload (<a href="https://x.com/OpenAIDevs/status/2062599291479478275">OpenAIDevs demo</a>).</p></li><li><p>A few other model/data releases are worth noting. <strong>Gemma 4 12B</strong> continued to draw attention both as a local coding model replacement and in highly compressed form: <a href="https://x.com/UnslothAI/status/2062470072179044447">Unsloth</a> released a <strong>2-bit GGUF</strong> at <strong>4.66 GB</strong>. <a href="https://x.com/_philschmid/status/2062546814075609413">@_philschmid</a> highlighted an architectural explainer on how Gemma 4 handles text/images/audio without separate encoders. In multimodal research, <a href="https://x.com/skalskip92/status/2062549751246066144">@skalskip92</a> flagged <strong>Molmo2</strong> as a strong open VLM candidate at CVPR, supporting video pointing, tracking, counting, and multi-image reasoning. For document understanding, <strong>ParseBench</strong> from LlamaIndex introduced an open benchmark with <strong>2,000+ human-verified pages</strong> and <strong>167K+ test rules</strong> across tables, charts, faithfulness, formatting, and grounding (<a href="https://x.com/llama_index/status/2062525204262236266">benchmark announcement</a>).</p></li></ul><p><strong>Top Tweets (by engagement, filtered for technical relevance)</strong></p><ul><li><p><strong>Anthropic on RSI and internal automation</strong>: Claude now writes <strong>80%+</strong> of merged code at Anthropic, engineers ship <strong>8x</strong> more code, and the company says AI accelerating AI development is becoming plausible (<a href="https://x.com/AnthropicAI/status/2062568862479208923">Anthropic</a>).</p></li><li><p><strong>OpenAI memory upgrade</strong>: a more capable ChatGPT memory system with summaries, steering controls, and <strong>2x</strong> more memory for Plus/Pro users in the US (<a href="https://x.com/OpenAI/status/2062567556524003631">OpenAI</a>).</p></li><li><p><strong>Cloudflare + VoidZero</strong>: Cloudflare brings in the VoidZero team while keeping <strong>Vite MIT and vendor-neutral</strong>, plus a <strong>$1M OSS fund</strong> for the ecosystem (<a href="https://x.com/Cloudflare/status/2062521221132992533">Cloudflare</a>, <a href="https://x.com/vite_js/status/2062525206158078047">Vite</a>).</p></li><li><p><strong>Nemotron 3 Ultra launch</strong>: open <strong>550B/55B-active</strong> hybrid MoE for long-running agents, with full recipes and unusually strong speed claims (<a href="https://x.com/nvidia/status/2062522316672667770">NVIDIA</a>).</p></li><li><p><strong>Cursor canvases + context explorer</strong>: sharable canvases for apps/reports/internal tools and an interactive breakdown of where agent context is spent (<a href="https://x.com/cursor_ai/status/2062611883249783083">Cursor</a>).</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Gemma 4 12B Release and Benchmarks</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tvtn6m/googlegemma412b_hugging_face/">google/gemma-4-12B &#183; Hugging Face</a></strong> (Activity: 1610): <strong>Google DeepMind released </strong><code>google/gemma-4-12B</code><strong> as part of the Gemma 4 open-weights family, spanning </strong><code>E2B</code><strong>, </strong><code>E4B</code><strong>, </strong><code>12B</code><strong>, </strong><code>26B A4B</code><strong>, and </strong><code>31B</code><strong> variants with dense and MoE architectures, instruction-tuned/pretrained checkpoints, multimodal input, multilingual support across </strong><code>140+</code><strong> languages, and context windows up to </strong><code>256K</code><strong> tokens. The post highlights native </strong><code>system</code><strong> role support, configurable reasoning/thinking modes, function-calling/agentic use cases, coding improvements, and local deployment via GGUF builds from </strong><code>ggml-org</code><strong> and </strong><code>unsloth</code><strong>. A top comment links Maarten Grootendorst&#8217;s <a href="https://newsletter.maartengrootendorst.com/p/a-visual-guide-to-gemma-4-12b">visual guide</a>, specifically calling out the model&#8217;s </strong><em><strong>&#8220;encoder-free architecture.&#8221;</strong></em> Commenters are mainly interested in empirical coding performance, with one explicitly wanting to test whether Gemma 4 12B can beat <strong>Qwen 3.5 9B</strong> on coding tasks. No concrete benchmark results were provided in the comments.</p><ul><li><p>A linked technical guide by <strong>Maarten Grootendorst</strong> highlights Gemma 4 12B&#8217;s <strong>encoder-free architecture</strong>, framing it as a notable design point for readers interested in model internals</p></li><li><p>Several commenters positioned <strong>Gemma 4 12B</strong> as a practical size tier between smaller Gemma variants like <code>E4B</code> and larger models such as <code>26B</code>, with one user also noting interest in whether it can outperform <strong>Qwen 3.5 9B</strong> on coding tasks.</p></li><li><p>One technical question raised was around the model&#8217;s apparent <strong>audio capabilities</strong>, with speculation that this could make Gemma 4 12B useful for <strong>speech/audio translation</strong> workflows if the multimodal support is robust.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tw4tmf/new_google_gemma_4_12b_claims_near26b_performance/">New Google Gemma 4 12B Claims Near-26B Performance - We Tested Both!</a></strong> (Activity: 984): <strong>A local single-</strong><code>RTX 4090</code><strong> comparison claims Google Gemma 4 26B-A4B used </strong><code>15 GB</code><strong> VRAM, generated </strong><code>6.9k</code><strong> tokens at </strong><code>138 tok/s</code><strong>, and outperformed Gemma 4 12B, which used </strong><code>9 GB</code><strong> VRAM, generated </strong><code>8.9k</code><strong> tokens at </strong><code>80 tok/s</code><strong>, on three HTML5 Canvas physics-code tasks: a Galton board, two-block collision, and chaotic triple pendulum. The poster argues the MoE-style </strong><code>26B-A4B</code><strong> model is ~</strong><code>1.7&#215;</code><strong> faster despite larger total parameters because only ~</strong><code>4B</code><strong> are active, while the </strong><code>12B</code><strong> remains attractive for </strong><code>16 GB</code><strong> laptops; the test was also used to promote the founder&#8217;s local AI app, <a href="https://atomic.chat/">atomic.chat</a>.</strong> Top commenters disputed the stated winner, saying the videos appeared to show <strong>Gemma 4 12B</strong> performing better in scenes 2 and 3, with one asking whether the labels were reversed. Another commenter requested a comparable benchmark against <strong>Qwen3.6 35B-A3B</strong>.</p><ul><li><p>Multiple commenters questioned the test labeling/results, saying the <strong>Gemma 4 12B</strong> output appeared stronger than the larger model in the video comparisons&#8212;especially videos 2 and 3&#8212;with one noting the only visible flaw was that <em>&#8220;the balls seemed to have too high of a starting velocity&#8221;</em> in the first test.</p></li><li><p>A technical advantage highlighted for <strong>Gemma 4 12B</strong> was multimodal capability: it can ingest <strong>audio and video</strong> while fitting on devices with <strong>less VRAM</strong>, making near-26B performance practically useful for local or constrained deployments.</p></li><li><p>Commenters requested broader baselines such as <strong>Qwen3.6 35B A3B</strong>, and argued that evaluation should separate task domains: <strong>Qwen</strong> is expected to lead on quantitative/coding benchmarks, while <strong>Gemma 4</strong> may be more competitive on qualitative language tasks like creative writing and translation.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tw0lua/gemma412bit_vs_qwen359b_on_shared_benchmarks_qwen/">gemma-4-12b-it vs Qwen3.5-9B on shared benchmarks: Qwen is overall winner beating gemma in 5/8 benchmarks despite a smaller footprint</a></strong> (Activity: 520): <strong>The image is a technical benchmark table comparing Gemma 4 12B Unified vs Qwen3.5-9B, compiled from official Hugging Face model-card scores, with Qwen3.5-9B winning </strong><code>5/8</code><strong> shared benchmarks despite a smaller parameter footprint and allegedly lighter KV cache (<a href="https://i.redd.it/20s4116kg45h1.png">image</a>). Qwen leads on MMLU-Pro, GPQA Diamond, TAU2, MMMU-Pro, and MedXpertQA-MM, while Gemma leads on LiveCodeBench v6, MMMLU, and narrowly on MathVision/MATH-Vision, framing the post&#8217;s argument that Qwen is stronger &#8220;GB for GB&#8221; except possibly in coding where Gemma or Qwen finetunes like OmniCoder-9B may compete.</strong> Commenters pushed back on benchmark-only conclusions: one argued Qwen may be <em>&#8220;benchmaxxed&#8221;</em> and that Gemma often feels better for general assistant, creative writing, and roleplay, while Qwen is strong at coding. Others said the Qwen-vs-Gemma debate is overblown because both are practically capable for scripting/coding tasks, though Qwen&#8217;s reasoning mode was criticized for filling context with low-value reasoning text.</p><ul><li><p>Several commenters argue that <strong>Qwen</strong> appears &#8220;benchmaxxed,&#8221; especially for coding-oriented benchmarks, and that its real advantage is strongest on tasks involving code generation, tool use, or coding-style logic. In practical use, users report both <strong>Gemma 4 31B / Gemma 3.6 27B</strong> and <strong>Qwen</strong> can generate usable scripts, but outputs still require manual inspection before acceptance.</p></li><li><p>A recurring technical complaint is that <strong>Qwen reasoning mode</strong> can waste context by producing excessive chain-of-thought-like text, with one user estimating only about <code>20%</code> of the generated reasoning is useful. This suggests that for some local/SLM workflows, disabling reasoning may improve effective context utilization and reduce noise.</p></li><li><p>Users report <strong>Gemma</strong> performing better on non-coding tasks such as general assistant use, creative writing, summarization, roleplay, and even some vision/image-understanding cases. One example cited hand-drawn note transcription: <strong>Qwen</strong> repeatedly misclassified an awkward arrow-linked word segment as a subheading, while <strong>Gemma 26B</strong> inferred that it belonged in the body text; another commenter suggested testing on <strong>EQBench</strong> and creative-writing benchmarks, where they expect Gemma to outperform Qwen.</p></li></ul></li></ul><h3><strong>2. Long-Context Scaling and KV Cache Efficiency</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1twla1k/nvidianvidianemotron3ultra550ba55bbf16_hugging/">nvidia/NVIDIA-Nemotron-3-Ultra-550B-A55B-BF16 &#183; Hugging Face</a></strong> (Activity: 542): <strong>NVIDIA released </strong><code>nvidia/NVIDIA-Nemotron-3-Ultra-550B-A55B-BF16</code><strong>, a </strong><code>550B</code><strong>-parameter LatentMoE hybrid model with </strong><code>55B</code><strong> active parameters, interleaving Mamba-2, MoE, selected attention layers, and Multi-Token Prediction; it advertises up to </strong><code>1M</code><strong> token context and configurable reasoning via </strong><code>enable_thinking=True/False</code><strong>. The model targets frontier reasoning, agentic workflows, tool use, multilingual RAG, and long-context analysis, with a stated minimum serving footprint of </strong><code>8x</code><strong> GB200/B200/GB300/B300, </strong><code>16x</code><strong> H100, or </strong><code>8x</code><strong> H200 GPUs, and is under the <a href="https://raw.githubusercontent.com/OpenMDW/OpenMDW/refs/heads/main/1.1/LICENSE.OpenMDW-1.1">OpenMDW 1.1 license</a>.</strong> Top comments mostly joked about the impractical hardware requirements for local users&#8212;e.g. <em>&#8220;Hopefully I can get this running on my Nokia 3310&#8221;</em> and <em>&#8220;Damn, I only have 7x H200...&#8221;</em>&#8212;rather than debating model quality or architecture.</p><ul><li><p>A commenter highlights the extremely high inference hardware requirements listed for <strong>NVIDIA Nemotron-3-Ultra-550B-A55B-BF16</strong>: minimum configurations include <code>8x GB200/B200/GB300/B300</code>, <code>16x H100</code>, or <code>8x H200</code>, implying the model is only practical for large multi-GPU/datacenter deployments rather than consumer or small-lab use.</p></li><li><p>One technical point raised is that this model may be valuable as a <strong>large, low-latency open model</strong>, even if its output quality is somewhat below alternatives like <strong>GLM</strong>. The tradeoff discussed is that faster response/processing can matter more than absolute benchmark quality for latency-sensitive applications.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1twptw2/kvarn_new_kvcache_quant_from_huawei_35_kv_cache/">KVarN: new KV-cache quant from Huawei. 3&#8211;5&#215; KV cache compression with actual speed-up instead of slow-down, and unlike TurboQuant it holds up on reasoning (Apache 2.0, vLLM single flag)</a></strong> (Activity: 438): <strong>Huawei CSL open-sourced KVarN, an Apache-2.0 KV-cache quantization method integrated into vLLM via a single flag, claiming </strong><code>3&#8211;5&#215;</code><strong> KV-cache compression versus FP16, up to </strong><code>~1.4&#215;</code><strong> FP16 throughput, and up to </strong><code>~2.4&#215;</code><strong> TurboQuant throughput while preserving FP16-level quality (<a href="https://github.com/huawei-csl/KVarN">repo</a>, <a href="https://arxiv.org/abs/2606.03458">paper</a>). The post contrasts KVarN with vLLM FP8 KV cache (</strong><code>~2&#215;</code><strong> capacity, near-BF16 throughput) and Google TurboQuant, citing a <a href="https://vllm.ai/blog/2026-05-11-turboquant">vLLM/Red Hat AI study</a> where TurboQuant achieves compression but drops to </strong><code>66&#8211;80%</code><strong> of BF16 throughput and loses </strong><code>~20</code><strong> reasoning points in low-bit modes on benchmarks like AIME25 and LiveCodeBench. The key technical claim is that KVarN avoids explicit BF16 dequantization overhead in attention and maintains reasoning/code/math accuracy at higher compression, with no model changes, retraining, or calibration.</strong> Comments were mostly skeptical of the claims and concerned about another wave of low-quality quantization PRs, but one commenter offered to benchmark KVarN on a <strong>B200</strong> with Qwen/Gemma MTP and non-MTP workloads to test scaling and accuracy retention.</p><ul><li><p>A commenter argued the critical validation is <strong>concurrent serving</strong>, specifically <code>batch=16</code> rather than <code>batch=1</code>, because many KV-cache quantization methods lose their apparent memory advantage once dequantization overhead dominates at higher concurrency. They noted that KVarN&#8217;s claimed <em>speed-up instead of slow-down</em> is the key production signal, especially if compression overhead can be amortized across realistic request mixes in <strong>vLLM</strong> via a single flag.</p></li><li><p>One user plans to benchmark KVarN on an <strong>NVIDIA B200</strong>, comparing <strong>MTP and non-MTP</strong> workloads for <strong>Qwen</strong> and <strong>Gemma 4</strong>. This would be useful for validating whether the claimed <code>3&#8211;5&#215;</code> KV-cache compression and speed gains scale on high-end inference hardware rather than only in paper settings.</p></li><li><p>Another commenter was skeptical that KV quantization results will generalize to newer architectures, suggesting many methods work because current models store information inefficiently in the KV cache. They specifically requested evaluation on <strong>Qwen3.5</strong> and <strong>DeepSeek V4-style architectures</strong>, where KV information may be stored more densely and therefore be less tolerant of aggressive compression.</p></li></ul></li></ul><h2><strong>Less Technical AI Subreddit Recap</strong></h2><blockquote><p>/r/Singularity, /r/Oobabooga, /r/MachineLearning, /r/OpenAI, /r/ClaudeAI, /r/StableDiffusion, /r/ChatGPT, /r/ChatGPTCoding, /r/aivideo, /r/aivideo</p></blockquote><h3><strong>1. Open Image Models &amp; Local Generation Workflows</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/StableDiffusion/comments/1tvtu2u/ideogram_40_just_open_sourced/">Ideogram 4.0 Just Open Sourced!</a></strong> (Activity: 1087): <strong>The <a href="https://i.redd.it/9ajk9fuu935h1.jpeg">image</a> is a promotional/non-technical banner for the post&#8217;s claim that Ideogram 4.0 is now open-weight and &#8220;Now on Comfy,&#8221; showing a cinematic neon-sign scene with the Ideogram logo rather than benchmark plots or architecture diagrams. The selftext describes a </strong><code>9.3B</code><strong> text-to-image DiT model with </strong><code>fp8</code><strong>/</strong><code>nf4</code><strong> checkpoints, native ComfyUI support, Qwen3-VL-8B-Instruct text encoding, JSON-structured prompting with hex colors/bounding boxes/text elements, and reported </strong><code>0.97</code><strong> X-Omni English OCR accuracy.</strong> Commenters focused less on the promo image and more on safety behavior: multiple users report the model is heavily censored/&#8220;safetymaxxed,&#8221; especially for NSFW prompts, with one predicting the community will try to &#8220;abliterate&#8221; or remove those restrictions.</p><ul><li><p>Users report that the released <strong>Ideogram 4.0</strong> model appears heavily safety-filtered: <strong>comfyanonymous</strong> notes that certain blocked outputs are due to the model being <em>&#8220;safetymaxxed&#8221;</em> rather than a <strong>ComfyUI</strong> issue, with an example image shown <a href="https://preview.redd.it/7lrd6rekg35h1.png?width=1024&amp;format=png&amp;auto=webp&amp;s=988d678c1ecca642b6182749c6ade74e0c7ffaa1">here</a>. Multiple commenters also describe it as hard-censored for NSFW generation, suggesting the restriction is embedded at the model/prompting level rather than merely UI-side.</p></li><li><p>Several technical adoption blockers were raised: commenters mention <strong>watermarking</strong>, <strong>strong censorship</strong>, and <strong>no commercial license</strong>, arguing these constraints make the open release less useful for production or downstream fine-tuning workflows. One user explicitly summarizes the concern as: <em>&#8220;Watermarked, censored, no commercial license.&#8221;</em></p></li><li><p>A commenter highlighted a <strong>bounding-box JSON prompting</strong> capability as a notable feature, showing an example output <a href="https://preview.redd.it/0bmpbik2e35h1.png?width=1024&amp;format=png&amp;auto=webp&amp;s=8ea4876bd32c8d93e34e5c226ab7a06a1720c68c">here</a>. This suggests Ideogram 4.0 may support more structured layout control via JSON-style spatial constraints, which could be useful for deterministic composition or UI/design generation workflows.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/StableDiffusion/comments/1tvv4j1/multiple_characters_anima_generations_are_so_good/">Multiple characters Anima generations are so good. There is some bleeding but its only gonna get better</a></strong> (Activity: 932): <strong>The post showcases multi-character image generations using Anima, with workflows published on the author&#8217;s <a href="https://civitai.red/user/Smexlo">Civitai profile</a>; the author notes remaining issues with prompt control, character/detail bleeding, and anatomy. One image was post-edited with Grok to add &#8220;Blair Witch&#8221; stick figures, while the rest were generated in Anima, and the author says they are looking forward to WAI Anima.</strong> Commenters praised Anima&#8217;s multi-character composition and prompt adherence, with one comparing it favorably to <strong>NovelAI Diffusion V4.5</strong> and emphasizing that its natural-language parsing is surprising given a <code>500M</code>-parameter text encoder. Another commenter reported they &#8220;don&#8217;t even usually have issues bleeding,&#8221; suggesting bleeding severity may be workflow- or prompt-dependent.</p><ul><li><p>Users focused on <strong>Anima&#8217;s multi-character prompt adherence</strong>, noting that it can set up detailed scenes through natural-language prompting with comparatively little character/color/detail bleeding. One commenter contrasted this with <strong>Illu/Pony workflows</strong>, where multi-character generations often require a strong checkpoint plus character LoRAs but still suffer from <em>&#8220;heavy bleeding,&#8221;</em> partly because <strong>Danbooru-tag prompting is more limited</strong> for specifying complex scene relationships.</p></li><li><p>A technically notable claim was that Anima achieves strong natural-language parsing despite using only a <code>500M</code><strong> parameter text encoder</strong>, with one user comparing its prompt-following favorably against <strong>NovelAI Diffusion V4.5</strong> as a reference point for bleeding-edge prompt adherence. The discussion framed Anima as an early baseline that could improve further through community fine-tuning and &#8220;backyard engineering&#8221; similar to what happened around <strong>SDXL</strong>.</p></li><li><p>One user shared an example output at <code>2560px</code><strong> width</strong> and said they <em>&#8220;don&#8217;t even usually have issues bleeding&#8221;</em> (<a href="https://preview.redd.it/9cg06yjwo35h1.png?width=2560&amp;format=png&amp;auto=webp&amp;s=bbc1ae3f5a825fb744fb7e351bc0d23d7f61def8">image</a>), suggesting bleeding may be prompt/model-dependent rather than universal in Anima multi-character generations.</p></li></ul></li></ul><h3><strong>2. Claude Code Over Live Data Streams</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/ClaudeAI/comments/1tvefqd/i_wired_claude_code_into_a_database_of_every/">I wired Claude Code into a database of every Polymarket wallet and trades via MCP. What do you want me to ask it next? This is what I found so far:</a></strong> (Activity: 1801): <strong>The author claims they connected Claude Code via Postgres MCP to a live Polymarket ledger containing roughly </strong><code>1.3B</code><strong> trades and </strong><code>2.7M</code><strong> wallets, allowing natural-language queries that Claude translates into SQL and executes; the linked writeup describes a similar setup using </strong><code>@modelcontextprotocol/server-postgres</code><strong> over pre-aggregated tables for ~</strong><code>1.3B</code><strong> trades across </strong><code>1,560,894</code><strong> wallets (<a href="https://crowdintel.xyz/blog/claude-mcp-polymarket-ledger">CrowdIntel</a>). Reported findings include only ~</strong><code>20%</code><strong> of wallets being net profitable, </strong><code>2.4%</code><strong> clearing </strong><code>$1,000</code><strong> profit, and extreme profit concentration among the top </strong><code>0.1%</code><strong> of wallets, with the author also claiming Claude surfaced suspicious patterns suggestive of insider or bot-like trading.</strong> Top commenters encouraged escalation to investigative journalists, including NYT/Forbes, and suggested more rigorous analyses: compare observed PnL distributions against a simulated &#8220;fair market&#8221; null model, and examine large losing wallets/bets as possible laundering or insider-transfer signals rather than simply retail losses.</p><ul><li><p>One commenter suggested establishing a <strong>baseline null model</strong> for what Polymarket wallet/trade distributions <em>should</em> look like under a fair market with no insider betting, then comparing those expected distributions against observed outcomes. They also recommended segmenting <strong>large losing wallets/bets</strong> to distinguish potential insider extraction from possible laundering behavior.</p></li><li><p>Another technical thread asked whether the analysis only covers wallets that participate directly in Polymarket markets, or whether it also performs <strong>fund-flow tracing</strong> to identify where capital originates and where winnings/losses are sent afterward. This would require graph analysis across wallet funding sources, withdrawals, and potentially linked addresses.</p></li><li><p>A commenter asked about the <strong>data freshness / ingestion latency</strong>: the lag between bets being placed and when they appear in the MCP-backed database. This matters for detecting time-sensitive anomalies such as pre-news betting, frontrunning, or post-resolution transaction patterns.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/ClaudeCode/comments/1tva44g/i_live_by_sfo_and_built_a_projection_mapping_of/">I Live by SFO and built a projection mapping of the planes flying over my house using ADS-B radio with claude code</a></strong> (Activity: 3616): <strong>The post showcases a home-built projection-mapping visualization of aircraft flying over the author&#8217;s house near SFO, driven by locally received ADS-B radio data and developed with Claude Code. The linked Reddit video (<a href="https://v.redd.it/gl2b0xivvy4h1">v.redd.it/gl2b0xivvy4h1</a>) was not accessible due to a </strong><code>403 Forbidden</code><strong> block, and no implementation specifics&#8212;receiver hardware, SDR stack, decoding pipeline, calibration method, latency, or projection geometry&#8212;were provided in the available text.</strong> Comments were broadly positive, framing it as a good example of &#8220;vibe coding,&#8221; with one commenter asking what equipment was required for the setup.</p><ul><li><p>A commenter described a lower-cost implementation for Brazil that replaces the original ADS-B/Raspberry Pi-style hardware path with the <strong>free OpenSky API</strong>, a <code>US$40</code> AliExpress projector, and direct HDMI output from a personal PC. They added configurable latitude, longitude, and radius fields so the map recenters around user-provided coordinates, avoiding the need for a local ADS-B antenna that they estimated at about <code>US$100</code> plus expensive local hardware costs.</p></li><li><p>There was interest in making the project open source so others near airports could reuse it with their own projector setups, potentially combining the aircraft projection layer with other datasets such as constellation/star-map data.</p></li></ul></li></ul><h3><strong>3. Frontier AI Adoption and Risk Signals</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/singularity/comments/1twsm5g/anthropic_our_internal_data_shows_claude_is/">Anthropic - Our internal data shows Claude is accelerating AI development&#8212;a possible path to recursive self-improvement, or AI autonomously building a more capable successor.</a></strong> (Activity: 826): <strong>The <a href="https://i.redd.it/9ph4lq42la5h1.jpeg">image</a> is a screenshot of Anthropic&#8217;s X post promoting its article <a href="https://www.anthropic.com/institute/recursive-self-improvement">&#8220;Recursive self-improvement&#8221;</a>, claiming internal usage data shows Claude is already accelerating AI R&amp;D and may indicate an early path toward AI systems helping build more capable successors. The technically significant claim is not a benchmark result but an organizational/empirical observation: Anthropic says Claude is enabling work such as exploratory tooling and deferred engineering cleanup, framing this as evidence relevant to recursive self-improvement and future AI control risks.</strong> Comments were skeptical of the framing, with one user implying the announcement is financially motivated marketing. Another highlighted the &#8220;long-deferred cleanup&#8221; claim ironically, while a third provided the non-Twitter Anthropic article link and quoted its warning that AI-built successors could increase loss-of-control risks.</p><ul><li><p>A commenter linked the full Anthropic Institute post on recursive self-improvement: <a href="https://www.anthropic.com/institute/recursive-self-improvement">https://www.anthropic.com/institute/recursive-self-improvement</a>. The technically relevant claim highlighted is that Anthropic&#8217;s internal usage data suggests Claude is already enabling engineering work that <em>&#8220;simply wouldn&#8217;t have happened otherwise,&#8221;</em> such as exploratory tooling and long-deferred cleanup, which Anthropic frames as an early signal on the path toward AI systems helping build more capable successors.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/singularity/comments/1two85g/sam_altman_dario_amodei_and_demis_hassabis_have/">Sam Altman, Dario Amodei, and Demis Hassabis have signed a joint open letter calling on Congress to mandate screening of synthetic nucleic acid orders</a></strong> (Activity: 915): <strong>Sam Altman (OpenAI), Dario Amodei (Anthropic), and Demis Hassabis (Google DeepMind) signed a joint open letter urging Congress to require screening of synthetic nucleic acid orders to reduce biosecurity risk from AI-assisted pathogen design, per the <a href="https://www.wsj.com/politics/policy/top-ai-ceos-call-for-law-protecting-against-biological-weapons-88f2f99f">WSJ report</a>. The proposed mechanism is not described as a ban on synthesis, but as mandatory order/customer screening to flag suspicious DNA/RNA sequences or buyers&#8212;roughly analogous to monitoring precursor purchases such as bulk fertilizer.</strong> Commenters were broadly receptive to screening as a lightweight risk-control measure, while questioning whether AI-enabled &#8220;supervirus&#8221; design is practically feasible for non-experts today. Some framed the policy as a sensible suspicious-activity trigger rather than a direct restriction on legitimate genetic engineering.</p><ul><li><p>Commenters framed the proposal as <strong>order-level screening rather than a ban</strong>, comparing it to monitoring suspicious bulk fertilizer purchases: the mechanism would flag potentially dangerous synthetic nucleic acid orders while preserving legitimate biotech access.</p></li><li><p>A technical concern raised was whether AI-assisted design of a &#8220;supervirus&#8221; is realistically feasible for non-experts. The implicit issue is that biological risk depends not just on model-generated sequences, but also on access to synthesis providers, wet-lab capability, delivery methods, and whether synthesis screening can catch pathogenic or engineered sequences.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/OpenAI/comments/1tvh4z4/chatgpt_makes_history_and_becomes_the_fastest_app/">ChatGPT makes history and becomes the fastest app to reach 1 billion monthly active users.</a></strong> (Activity: 820): <strong>The image is a screenshot of a Kalshi X post claiming ChatGPT became the fastest app to reach </strong><code>1 billion</code><strong> monthly active users: <a href="https://i.redd.it/uwgx8zc9j05h1.jpeg">image</a>. This is not a technical benchmark or implementation detail; its significance is mainly market/adoption context, positioning ChatGPT&#8217;s growth ahead of prior viral consumer apps like Threads, which commenters note reached </strong><code>100 million</code><strong> users in </strong><code>5 days</code><strong>.</strong> Comments debate whether massive MAU translates into sustainable revenue, with one commenter estimating consumer subscription ARPU at roughly <code>$1/user</code> and joking that adding B2B might only raise it to <code>$2/user</code>.</p><ul><li><p>Commenters focused on the reported user metrics and revenue implications: one notes the claim of <code>1B</code><strong> monthly active users</strong> alongside roughly <code>$1B</code><strong> from consumer paid subscriptions</strong>, implying consumer ARPU of about <code>$1/user</code> before enterprise/API revenue. Another commenter disputes the <code>1B</code> figure, citing a recent OpenAI CFO podcast where the number was reportedly <code>900M</code><strong> users</strong>, arguing OpenAI would likely publicize a confirmed billion-user milestone more aggressively.</p></li><li><p>There is skepticism around monetization depth despite massive MAU: commenters ask how many of the reported users are actually <strong>paid subscribers</strong>, distinguishing headline MAU growth from recurring revenue, conversion rate, and enterprise/API monetization. The comparison to Threads&#8217; earlier growth milestone&#8212;<code>100M</code><strong> users in 5 days</strong>&#8212;frames ChatGPT&#8217;s scale as unusually fast but leaves unresolved whether active usage and paying-user retention match the headline adoption numbers.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/singularity/comments/1tvtojx/ai_beat_law_professors_at_answering_questions/">AI Beat Law Professors At Answering Questions, Study Finds&#8212;And It Wasn&#8217;t Close</a></strong> (Activity: 1187): <strong>A Stanford-linked study, <a href="https://law.stanford.edu/publications/law-professors-prefer-ai-over-peer-answers/">&#8220;Law Professors Prefer AI Over Peer Answers&#8221;</a>, reports a blinded evaluation in which </strong><code>16</code><strong> U.S. contracts law professors authored </strong><code>40</code><strong> short-answer tutoring questions and judged </strong><code>2,918</code><strong> anonymized human-vs-LLM answer comparisons. The LLM&#8212;identified in comments as Gemini 2.5 Pro&#8212;achieved an average win rate of </strong><code>75.33%</code><strong> over professor-written answers, performed similarly to the best instructor, and was flagged as harmful less often (</strong><code>3.53%</code><strong> vs. </strong><code>12.06%</code><strong> for professors); the abstract also proposes using an LLM-as-judge approach to scale evaluation in judgment-heavy domains.</strong> Commenters debated implications beyond tutoring: one warned about premature institutional use of AI in legal decision-making or policing, while another argued this result reflects the broader post-&#8220;six fingers&#8221; maturation of LLM capability. A technical commenter suggested rerunning the benchmark with newer frontier models such as <strong>GPT-5.5</strong>, claiming it may be substantially stronger for legal work.</p><ul><li><p>The linked Stanford study evaluated <strong>LLM vs. law professor short-answer tutoring</strong> using <code>16</code> U.S. contracts professors, <code>40</code> professor-authored questions, and <code>2,918</code> blinded pairwise comparisons. Professors preferred LLM answers with an average win rate of <code>75.33%</code>, while LLM answers were flagged as harmful only <code>3.53%</code> of the time versus <code>12.06%</code> for professor answers; the paper also claims expert-agreement data can be extended using a separate LLM-as-judge pipeline: <a href="https://law.stanford.edu/publications/law-professors-prefer-ai-over-peer-answers/">https://law.stanford.edu/publications/law-professors-prefer-ai-over-peer-answers/</a>.</p></li><li><p>One commenter highlighted that the study used <strong>NotebookLM</strong> and <strong>Gemini 2.5 Pro</strong> with tightly constrained prompts: answers had to mimic a contracts professor in office-hours style, avoid bullet points/filler, stay around <code>50&#8211;108</code> words, and for NotebookLM, rely only on provided textbook chapters without citing outside cases. This prompt design likely reduced hallucination risk and standardized answer format, making the benchmark more about concise legal reasoning/synthesis than open-ended legal research.</p></li><li><p>A technical argument was made that law is a strong fit for <strong>RAG-style systems</strong> because the profession depends on large corpora of statutes, case law, precedent, and theory that exceed individual recall capacity. The suggested workflow is retrieval over authoritative legal materials followed by synthesis, potentially outperforming unaided lawyers when the model is grounded in the relevant corpus.</p></li></ul></li></ul><h1><strong>AI Discords</strong></h1><p>Unfortunately, Discord shut down our access today. We will not bring it back in this form but we will be shipping the new AINews soon. Thanks for reading to here, it was a good run.</p>]]></content:encoded></item><item><title><![CDATA[[AINews] Reve 2 and Ideogram 4: Layouts in Imagegen]]></title><description><![CDATA[a quiet day.]]></description><link>https://www.latent.space/p/ainews-reve-2-and-ideogram-4-layouts</link><guid isPermaLink="false">https://www.latent.space/p/ainews-reve-2-and-ideogram-4-layouts</guid><pubDate>Thu, 04 Jun 2026 03:24:07 GMT</pubDate><enclosure url="https://substackcdn.com/image/upload/w_1028,c_limit,q_auto:best/khye4hsl8xurczaxecv5" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>4 years ago we argued that image composition was partially <a href="https://www.latent.space/p/agi-hard">AGI-Hard</a>. That gate has fallen this year. It can&#8217;t be pure coincidence that both <a href="https://x.com/reve/status/2062260665121919101">Reve</a> and <a href="https://x.com/ideogram_ai/status/2062202208700313872">Ideogram</a> launched today, both with a heavy emphasis on how they made advances with strong labeling and <a href="https://x.com/swyx/status/2062371515937800468">code</a> for layouts: </p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/reve/status/2062260665121919101&quot;,&quot;full_text&quot;:&quot;Today, we&#8217;re launching Reve 2.0, the best 4K image model in the world.\n\nWe invented a new way to generate and edit any image using precise layouts. For the first time, it&#8217;s possible to create images you can touch. &quot;,&quot;username&quot;:&quot;reve&quot;,&quot;name&quot;:&quot;Reve&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1965505496083038217/10qkW0k9_normal.jpg&quot;,&quot;date&quot;:&quot;2026-06-03T19:50:32.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://substackcdn.com/image/upload/w_1028,c_limit,q_auto:best/l_twitter_play_button_rvaygk,w_88/khye4hsl8xurczaxecv5&quot;,&quot;link_url&quot;:&quot;https://t.co/mdj2xDEqfp&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:127,&quot;retweet_count&quot;:236,&quot;like_count&quot;:2119,&quot;impression_count&quot;:4792172,&quot;expanded_url&quot;:null,&quot;video_url&quot;:&quot;https://video.twimg.com/amplify_video/2062259801481175040/vid/avc1/1280x720/o3E0KVJnrdkDvPmt.mp4&quot;,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p>and here&#8217;s Ideogram 4.0, now <a href="https://x.com/arena/status/2062203346996605116">the best open image model</a>:</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/ideogram_ai/status/2062202291743297538&quot;,&quot;full_text&quot;:&quot;We trained Ideogram 4.0 with bounding boxes tied to region descriptions &#8212; teaching the model where every object, text region, and layout element belongs.\n\nRicher supervision &#8594; the model learns structure faster and understands it better &#8594; you can prompt with precise bounding-box &quot;,&quot;username&quot;:&quot;ideogram_ai&quot;,&quot;name&quot;:&quot;Ideogram&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/2062202352526831616/9CslGhhc_normal.jpg&quot;,&quot;date&quot;:&quot;2026-06-03T15:58:34.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/HJ5qDimasAAAvrS.jpg&quot;,&quot;link_url&quot;:&quot;https://t.co/ck2zDs58qJ&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:3,&quot;retweet_count&quot;:10,&quot;like_count&quot;:160,&quot;impression_count&quot;:16059,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p>These are great achievements, and all great US model achievements, but the Arena rankings do show <a href="https://www.latent.space/p/ainews-openai-launches-gpt-image">how far ahead GPT-Image-2</a> is&#8230;</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/Taesung/status/2062272320912449724&quot;,&quot;full_text&quot;:&quot;Diffusion models are known to be very compute intensive, even more so than LLM training. Now that we reduce images into layouts, we turn it into a next token prediction problem. This gives us a big boost. &quot;,&quot;username&quot;:&quot;Taesung&quot;,&quot;name&quot;:&quot;Taesung Park&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1902838668097925120/aihe-9_C_normal.jpg&quot;,&quot;date&quot;:&quot;2026-06-03T20:36:51.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/HJ6pMkra0AA-c7v.jpg&quot;,&quot;link_url&quot;:&quot;https://t.co/aNWrE5xdH2&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:1,&quot;retweet_count&quot;:9,&quot;like_count&quot;:52,&quot;impression_count&quot;:4992,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p></p><p></p><blockquote><p>AI News for 6/2/2026-6/3/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Microsoft&#8217;s MAI-Thinking-1 Tech Report, Training Stack, and Frontier-Tuning Push</strong></p><ul><li><p><strong>MAI-Thinking-1 is the day&#8217;s densest technical release</strong>: Microsoft introduced <strong><a href="https://x.com/asadovsky/status/2062008312603070891">MAI-Thinking-1</a></strong>, a generalist/reasoning model trained <strong>without third-party distillation</strong>, reporting <strong>97% on AIME 2025</strong>, <strong>53% on SWE-Bench Pro</strong>, and human preference wins over Sonnet 4.6 in blind side-by-sides. The 109-page report was widely praised for unusual transparency by <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a>, <a href="https://x.com/nrehiew_/status/2062013300196700395">@nrehiew_</a>, and <a href="https://x.com/mustafasuleyman/status/2062253941207761180">@mustafasuleyman</a>. The main technical theme: Microsoft appears to have &#8220;hillclimbed from scratch,&#8221; with <a href="https://x.com/MinjiYoon90/status/2062058684730245376">@MinjiYoon90</a> explicitly framing the effort that way.</p></li><li><p><strong>Why researchers cared about the report</strong>: The most-cited detail was not just benchmark quality, but the amount of systems/training information released. <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a> highlighted <strong>zero synthetic data and zero prior-model distillation</strong>, meaning reasoning, tool use, and agentic behaviors were learned in post-training without a synthetic &#8220;cold start.&#8221; The thread also called out publication of the <strong>scaling ladder recipe</strong>, exact <strong>MFU numbers</strong>, and target-loss construction. In follow-ups, <a href="https://x.com/eliebakouch/status/2061976608265880004">@eliebakouch</a> noted the private NLL mixture was weighted <strong>50% code, 17.5% STEM, 17.5% math, 10% general knowledge, 5% multilingual</strong>, with normalization against an internal model; he also pointed out ablations around <strong>100&#8211;200 TPP</strong> for their MoE setup <a href="https://x.com/eliebakouch/status/2061975730414633043">here</a>. Other notable implementation details surfaced in the community recap: Microsoft used <strong>SGLang</strong> in parts of the stack, per <a href="https://x.com/eliebakouch/status/2062002698363232401">@eliebakouch</a>, and <strong>dspy.GEPA</strong> for pretraining data curation, per <a href="https://x.com/lateinteraction/status/2062015109132873852">@lateinteraction</a> and <a href="https://x.com/harold_matmul/status/2062040746027315714">@harold_matmul</a>.</p></li><li><p><strong>Microsoft&#8217;s productization angle goes beyond one model</strong>: Alongside the report, Microsoft pushed a broader &#8220;own your model&#8221; story. <a href="https://x.com/mustafasuleyman/status/2062275417378041957">@mustafasuleyman</a> outlined <strong>Frontier Tuning</strong>, centered on reinforcement-learning environments for workflow-specific adaptation, claiming internal Excel-oriented MAI-tuned models can reach GPT-5.4-level quality on relevant tasks while being <strong>up to 10&#215; more efficient</strong>. The Build rollout also included <strong><a href="https://x.com/MicrosoftAI/status/2062240400299934143">MAI-Image-2.5</a></strong>, which Microsoft says is <strong>#3 on text-to-image</strong> and <strong>#2 on image-to-image</strong> arena leaderboards, plus <a href="https://x.com/pierceboggan/status/2062220583786709163">MAI-Code-1-Flash</a> and deployment into products like OneDrive Photos. As a meta-point, this is one of the clearest examples this year of a lab trying to publish a frontier-style report while simultaneously turning that stack into enterprise customization infrastructure.</p></li></ul><p><strong>Open Model Releases: Gemma 4 12B, Ideogram 4.0, Miso One, and Local-First Momentum</strong></p><ul><li><p><strong>Gemma 4 12B was the standout open-model launch</strong>: Google released <strong><a href="https://x.com/Google/status/2062203526588088452">Gemma 4 12B</a></strong>, an <strong>Apache 2.0</strong> multimodal model designed to run on-device with roughly <strong>16GB VRAM</strong>. The architectural novelty is its <strong>encoder-free</strong> design: no separate vision or audio tower. As <a href="https://x.com/Google/status/2062203532351090824">Google explained</a>, images are handled via a lightweight embedding module and raw audio is projected directly into the text-token space. Community reaction focused on the elegance of collapsing modality encoders into the LLM backbone, with <a href="https://x.com/googlegemma/status/2062202706882883696">@googlegemma</a>, <a href="https://x.com/googleaidevs/status/2062204432658386950">@googleaidevs</a>, <a href="https://x.com/mtschannen/status/2062236357351579915">@mtschannen</a>, and <a href="https://x.com/armandjoulin/status/2062206784647967075">@armandjoulin</a> all emphasizing the same point. Tooling support landed immediately across <a href="https://x.com/vllm_project/status/2062228047324201166">vLLM</a>, <a href="https://x.com/ollama/status/2062250522598572345">Ollama</a>, llama.cpp/MLX via <a href="https://x.com/osanseviero/status/2062205176597889220">@osanseviero</a>, and <a href="https://x.com/UnslothAI/status/2062207258810053084">Unsloth GGUFs</a> that reportedly enable local runs with as little as <strong>8GB RAM</strong> in quantized form.</p></li><li><p><strong>Ideogram&#8217;s flip to open weights mattered as much as the model itself</strong>: <a href="https://x.com/ideogram_ai/status/2062202208700313872">Ideogram 4.0</a> was announced as &#8220;the best open image model in the world,&#8221; with open weights and immediate deployment via <a href="https://x.com/fal/status/2062202673361780873">fal</a> and Hugging Face <a href="https://x.com/huggingface/status/2062206083914158287">here</a>. Arena quickly placed <a href="https://x.com/arena/status/2062203346996605116">Ideogram-4.0-Quality at #8 overall and #1 among open models</a>, with especially strong gains in <strong>text rendering</strong> and <strong>branding/commercial design</strong>. That open release got outsized attention because Ideogram had previously been regarded as highly design-centric but closed; the switch was noted by <a href="https://x.com/multimodalart/status/2062210597148930139">@multimodalart</a> and <a href="https://x.com/cloneofsimo/status/2062210832440918309">@cloneofsimo</a>.</p></li><li><p><strong>Open audio also had a strong day</strong>: <strong><a href="https://x.com/kimmonismus/status/2062210845308780639">Miso One</a></strong> launched as an <strong>8B open-weights TTS model</strong> with <strong>one-shot voice cloning</strong> and claimed <strong>110ms latency</strong>, aimed at more expressive voiceover. Alibaba&#8217;s <a href="https://x.com/ArtificialAnlys/status/2062016529848222073">Fun-Realtime-TTS</a> also took <strong>#1 on Artificial Analysis&#8217;s Speech Arena</strong> at <strong>1219 Elo</strong>, ahead of Gemini 3.1 Flash TTS and Inworld, at <strong>$27.59 / 1M chars</strong>. Separately, <a href="https://x.com/HuggingPapers/status/2062260306039259236">Google&#8217;s Magenta RealTime 2</a> was highlighted as an open-weight, low-latency continuous music generator for on-device use.</p></li><li><p><strong>The bigger pattern is local AI becoming a mainstream deployment target</strong>: <a href="https://x.com/ggerganov/status/2062193382605111386">@ggerganov</a> called out Computex as a strong signal for <strong>local AI workloads</strong>; <a href="https://x.com/rasbt/status/2062235700636873082">@rasbt</a> similarly pointed to a growing open-weight, consumer-hardware ecosystem. Microsoft&#8217;s <a href="https://x.com/kimmonismus/status/2062201523963084864">Surface Laptop Ultra</a> pitch&#8212;up to <strong>1 PFLOP AI compute</strong>, <strong>128GB unified memory</strong>, RTX GPU&#8212;fits the same trend from the hardware side.</p></li></ul><p><strong>Agents, Harnesses, and the Shift from Frameworks to Execution Layers</strong></p><ul><li><p><strong>The center of gravity is moving from &#8220;frameworks&#8221; to agent harnesses and execution environments</strong>: Several posts converged on the same idea. <a href="https://x.com/gakonst/status/2062116487708512355">@gakonst</a> argued that the future IDE stack is less about code editors and more about replacing files with threads and bundling plan/design/build/deploy/monitor loops&#8212;leaving <strong>collaboration/sync engines</strong> as a key unsolved problem. In a complementary interview summary, <a href="https://x.com/ConorBronsdon/status/2062224321381323218">@ConorBronsdon</a> reported Jerry Liu&#8217;s view that the &#8220;framework era&#8221; is ending, with abstractions moving upward into <strong>skills, tools, and context quality</strong> rather than Python wrappers.</p></li><li><p><strong>Multi-agent and agent-optimization work is getting more concrete</strong>: CMU/LTI&#8217;s <strong><a href="https://x.com/rsalakhu/status/2062194674794668066">MACU</a></strong> and <a href="https://x.com/kohjingyu/status/2062179533009178897">@kohjingyu&#8217;s thread</a> argue that computer-use agents should be designed as <strong>multi-agent DAG-based systems</strong>, with a manager decomposing tasks and dispatching parallel subagents. Reported gains were <strong>4.7&#8211;25.5%</strong> across benchmarks and <strong>1.5&#215; faster</strong> completion on Odysseys. On the optimization side, Microsoft&#8217;s <strong>SkillOpt</strong> got practical validation from <a href="https://x.com/omarsar0/status/2062204469538881988">@omarsar0</a>, who says plugging it into an orchestrator improved one multimodal extraction skill from <strong>0.73 to 0.93</strong>.</p></li><li><p><strong>Agent UX and deployment tooling are becoming products in their own right</strong>: Nous&#8217;s Hermes Agent updates drew strong engagement, including remote-connection fixes <a href="https://x.com/Teknium/status/2061984430370267210">here</a>, an updated remote guide <a href="https://x.com/Teknium/status/2062170975949721612">here</a>, and a larger dashboard overhaul <a href="https://x.com/Teknium/status/2062315666439655499">here</a>. Perplexity launched <strong><a href="https://x.com/perplexity_ai/status/2062189045728596080">Personal Computer for Windows</a></strong>, an on-device orchestrator for apps/files, while <a href="https://x.com/BraydenWilmoth/status/2062180110208311558">Cloudflare Browser Run remote tabs</a> showed a more agent-native browser control path. LangChain/LangSmith pushed on the observability and cost-control layer with <a href="https://x.com/LangChain/status/2062188019784835559">Gateway spend tracking</a>, <a href="https://x.com/hwchase17/status/2062144718427857256">Sandbox/Gateway/Observability docs</a>, and case studies around Deep Agents and LangSmith <a href="https://x.com/LangChain/status/2062204592562073972">here</a>.</p></li></ul><p><strong>Routing, Cost Controls, and Open-vs-Frontier Deployment Strategy</strong></p><ul><li><p><strong>Model routing is now a real debate, not a slogan</strong>: <a href="https://x.com/levie/status/2061974298760495132">@levie</a> argued that as token budgets become a meaningful opex category, <strong>model routing is inevitable</strong>, with domain-specific evals as the differentiator. But <a href="https://x.com/scottastevenson/status/2062042036774314107">@scottastevenson</a> pushed back hard, calling most routing products &#8220;snake oil&#8221; so far: frontier models can be better/faster/cheaper in aggregate if they avoid retries; routing can destabilize tightly coupled systems; and API vendors can often internalize obvious arbitrage. <a href="https://x.com/fabianstelzer/status/2062051511484465351">@fabianstelzer</a> added that cache writes and harness-model-prompt fit can erase expected savings.</p></li><li><p><strong>Enterprise users are starting to enforce hard cost ceilings</strong>: <a href="https://x.com/simonw/status/2062143151184465964">@simonw</a> highlighted reports that Uber caps coding-agent spend at <strong>$1,500/month per employee per tool</strong>. LangChain immediately framed this as a use case for <a href="https://x.com/hwchase17/status/2062208385890570565">LangSmith Gateway</a>. The broader sentiment was captured by <a href="https://x.com/Yuchenj_UW/status/2062225912662561106">@Yuchenj_UW</a>: some orgs may soon face a three-way choice between letting everyone &#8220;tokenmaxx,&#8221; capping budgets, or reducing headcount and reallocating spend to the most productive AI-enabled workers.</p></li><li><p><strong>Real data points are starting to emerge for hybrid/open strategies</strong>: Harvey&#8217;s benchmark results were the cleanest example. In one study, <a href="https://x.com/harvey/status/2062218656420167785">Harvey</a> found a hybrid legal agent with <strong>GLM 5.1</strong> as the main worker and <strong>Opus 4.7</strong> as an advisor beat pure Opus on all-pass rate (<strong>18% vs 14%</strong>) while costing <strong>$368 vs $954</strong> across 100 tasks. Harvey also reported that SFT could move <strong>Kimi 2.6</strong> from <strong>11% to 15%</strong>, beating Opus at roughly <strong>11&#215; lower cost</strong>. On the other side, <a href="https://x.com/ClementDelangue/status/2062248714945630632">@ClementDelangue</a> argued routing plus post-trained open models will often win on cost/speed/control, while <a href="https://x.com/ypatil125/status/2062196581936529721">@ypatil125</a> framed open models and open-model clouds as leading indicators of the eventual default for important workloads.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>Gemma 4 12B launch</strong>: <a href="https://x.com/googlegemma/status/2062202706882883696">@googlegemma</a> and <a href="https://x.com/Google/status/2062203526588088452">@Google</a> drove the biggest technical engagement with the encoder-free multimodal release.</p></li><li><p><strong>Ideogram 4.0 open weights</strong>: <a href="https://x.com/ideogram_ai/status/2062202208700313872">@ideogram_ai</a> announced a notable shift from a strong closed image model to open weights.</p></li><li><p><strong>MAI-Thinking-1 transparency</strong>: <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch&#8217;s thread</a> was the most influential technical reading guide to the MAI report.</p></li><li><p><strong>Rosalind for life sciences</strong>: OpenAI&#8217;s <a href="https://x.com/OpenAI/status/2062281977122996256">GPT-Rosalind update</a> signaled further verticalization of frontier models into domain-specific scientific research.</p></li><li><p><strong>Open audio/TTS momentum</strong>: <a href="https://x.com/ArtificialAnlys/status/2062016529848222073">Alibaba&#8217;s Fun-Realtime-TTS</a> and <a href="https://x.com/kimmonismus/status/2062210845308780639">Miso One</a> stood out as practical releases rather than just research demos.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Gemma 4 Multimodal Open Models</strong></h3><p></p>
      <p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] Microsoft Build: MAI-Thinking-1 and MAI Family models]]></title><description><![CDATA[Microsoft Build recap, and new MAI model technical details]]></description><link>https://www.latent.space/p/ainews-microsoft-build-mai-thinking</link><guid isPermaLink="false">https://www.latent.space/p/ainews-microsoft-build-mai-thinking</guid><pubDate>Wed, 03 Jun 2026 05:49:02 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!PL7Y!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Today was a big day, not least because we caught up on <a href="https://www.latent.space/p/github">the state of GitHub vs Agents</a>, and recorded a <a href="https://x.com/TheTuringPost/status/2061901518522188251?s=20">special pod with No Priors and Satya Nadella</a> &#8212;&nbsp;at MS Build, Satya and Mustafa announced 7 new MAI models:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!PL7Y!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!PL7Y!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png 424w, https://substackcdn.com/image/fetch/$s_!PL7Y!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png 848w, https://substackcdn.com/image/fetch/$s_!PL7Y!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png 1272w, https://substackcdn.com/image/fetch/$s_!PL7Y!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!PL7Y!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png" width="1456" height="854" 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srcset="https://substackcdn.com/image/fetch/$s_!PL7Y!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png 424w, https://substackcdn.com/image/fetch/$s_!PL7Y!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png 848w, https://substackcdn.com/image/fetch/$s_!PL7Y!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png 1272w, https://substackcdn.com/image/fetch/$s_!PL7Y!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e8ca90a-629c-44d5-af2f-0b0cd2a60aa2_1510x886.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>This is an impressive lineup, especially considering that the <a href="https://news.smol.ai/issues/24-03-20-ainews-shipping-and-dipping-inflection-stability-edition">Microsoft-Inflection deal that set up MAI </a>only happened 2 years ago, and that these are all from-scratch pretrains. MAI today is by no means an unqualified frontier lab, but it is a good tier 2 neolab with obvious incentives to support domain specific finetunes (as opposed to <a href="https://www.latent.space/p/ainews-the-end-of-finetuning">the frontier labs who have ~all killed finetuning</a>).</p><p>The star of the show was the <a href="https://microsoft.ai/wp-content/uploads/2026/06/main_20260602_2.pdf">100+ page MAI tech report</a>, which the research community is giving glowing reviews:</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/eliebakouch/status/2061965825037254947&quot;,&quot;full_text&quot;:&quot;microsoft MAI tech report is a gold mine, one of the most transparent for a model at this scale.\n\nthis model uses zero synthetic data or distillation from previous models. this means reasoning, agentic behavior, tool use are all learned fully during post-training with no cold&quot;,&quot;username&quot;:&quot;eliebakouch&quot;,&quot;name&quot;:&quot;elie&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1745893660099592193/MmYemsw6_normal.jpg&quot;,&quot;date&quot;:&quot;2026-06-03T00:18:56.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/HJ2SubUXkAA20X7.jpg&quot;,&quot;link_url&quot;:&quot;https://t.co/WkTkYaw9gF&quot;}],&quot;quoted_tweet&quot;:{&quot;full_text&quot;:&quot;Super excited to announce seven new world-class MAI models today. They represent what we consider a new era in AI designed to keep you in control and on the frontier.\nFirst is our text foundation model, MAI-Thinking-1, exceptionally strong on reasoning and SWE tasks. \n- It&#8217;s a&quot;,&quot;username&quot;:&quot;mustafasuleyman&quot;,&quot;name&quot;:&quot;Mustafa Suleyman&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1927407622602276864/c_5uOZij_normal.jpg&quot;},&quot;reply_count&quot;:14,&quot;retweet_count&quot;:81,&quot;like_count&quot;:685,&quot;impression_count&quot;:53708,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p>You can catch up on all the rest of the announcement in the excellent Verge recap, and the tweet summaries below:</p><div id="youtube2-gw0HBKJlX-w" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;gw0HBKJlX-w&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/gw0HBKJlX-w?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p></p><p></p><blockquote><p>AI News for 06/1/2026-6/2/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Top Story: Microsoft Build recap, and new MAI model technical details</strong></p><h2><strong>What happened</strong></h2><p><strong>Microsoft used Build to position itself as both an AI platform company and a frontier-model lab, pairing broad product launches with unusually detailed disclosures about its new MAI model family.</strong></p><ul><li><p>Microsoft AI announced <strong>seven new MAI models</strong> spanning reasoning, code, image, speech transcription, and voice, led by <strong>MAI-Thinking-1</strong>, <strong>MAI-Code-1-Flash</strong>, <strong>MAI-Image-2.5</strong>, <strong>MAI-Transcribe-1.5</strong>, and <strong>MAI-Voice-2</strong> according to <a href="https://x.com/MicrosoftAI/status/2061887500541366489">@MicrosoftAI</a> and <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a></p></li><li><p>The flagship reasoning model <strong>MAI-Thinking-1</strong> was presented as Microsoft&#8217;s <strong>first reasoning model</strong>, built with <strong>clean data lineage</strong> and <strong>zero distillation from third-party models</strong> in posts from <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a>, <a href="https://x.com/baseten/status/2061878701823066431">@baseten</a>, <a href="https://x.com/tuhinone/status/2061879239817969756">@tuhinone</a>, and <a href="https://x.com/HannaHajishirzi/status/2061901432627044430">@HannaHajishirzi</a></p></li><li><p>Microsoft released a <strong>109-page technical report</strong> for MAI-Thinking-1, which drew strong positive reactions from technically oriented readers for its level of transparency, including <a href="https://x.com/eliebakouch/status/2061877335960281459">@eliebakouch</a>, <a href="https://x.com/ethanCaballero/status/2061920873297088723">@ethanCaballero</a>, <a href="https://x.com/nrehiew_/status/2062013300196700395">@nrehiew_</a>, <a href="https://x.com/yacinelearning/status/2061914159235617056">@yacinelearning</a>, and <a href="https://x.com/stochasticchasm/status/2061916808626815161">@stochasticchasm</a></p></li><li><p>Microsoft also emphasized <strong>local AI and agent-native Windows</strong>: Build messaging highlighted <strong>secure execution layers for agents</strong>, a new <strong>Surface RTX Spark Dev Box</strong>, Windows AI access to the broader Windows GPU install base, and concept hardware such as <strong>Project Solara/Scout</strong>, summarized by <a href="https://x.com/yusuf_i_mehdi/status/2061882543641907528">@yusuf_i_mehdi</a>, <a href="https://x.com/TheTuringPost/status/2061865165734506683">@TheTuringPost</a>, <a href="https://x.com/kimmonismus/status/2061860319547527191">@kimmonismus</a>, and <a href="https://x.com/kimmonismus/status/2061875714933371220">@kimmonismus</a></p></li><li><p>Build also included a major <strong>GitHub Copilot app</strong> push as the &#8220;desktop home for agent-native software development,&#8221; with <strong>canvases</strong>, cross-device continuity, and tighter GitHub agent workflows, from <a href="https://x.com/pierceboggan/status/2061868635241828688">@pierceboggan</a>, <a href="https://x.com/lukehoban/status/2061905434039246939">@lukehoban</a>, and reactions from <a href="https://x.com/techgirl1908/status/2061870470237164018">@techgirl1908</a></p></li><li><p>Microsoft introduced <strong>Web IQ</strong>, a new grounding/search API stack for AI agents, claiming the APIs already power &#8220;nearly all AI agents and chatbots in the industry today, including Copilot and ChatGPT,&#8221; via <a href="https://x.com/JordiRib1/status/2061866606670581871">@JordiRib1</a></p></li><li><p>Satya Nadella framed Build as an ecosystem moment rather than a single-product launch, while Mustafa Suleyman framed it as the output of Microsoft&#8217;s internal &#8220;hill-climbing machine,&#8221; in <a href="https://x.com/satyanadella/status/2061896503304806521">@satyanadella</a>, <a href="https://x.com/mustafasuleyman/status/2061934667096596657">@mustafasuleyman</a>, and reaction from <a href="https://x.com/nrehiew_/status/2061983583523475556">@nrehiew_</a></p></li></ul><h2><strong>MAI model family: disclosed facts and technical details</strong></h2><h3><strong>MAI-Thinking-1</strong></h3><ul><li><p>Microsoft described <strong>MAI-Thinking-1</strong> as a <strong>35B active parameter MoE</strong> with a <strong>256K context window</strong> in <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a></p></li><li><p>A separate summary from <a href="https://x.com/scaling01/status/2061889624847343825">@scaling01</a> says the model is a <strong>1T@35B parameter model</strong>, <strong>pre-trained on 30T tokens</strong>, and trained using <strong>8192 GB200 GPUs</strong>; this appears to be a reading of the technical report rather than Microsoft marketing copy</p></li><li><p><a href="https://x.com/kimmonismus/status/2061877528781025381">@kimmonismus</a> similarly summarized it as a <strong>mid-size MoE with 45B active params</strong>, but this conflicts with Mustafa&#8217;s own <strong>35B active</strong> figure; the more authoritative figure in the tweet set is the official <strong>35B active</strong> number</p></li><li><p>Microsoft claims <strong>97% on AIME 2025</strong> and <strong>53% on SWE-Bench Pro</strong>, with blind human raters on Surge preferring it overall to <strong>Sonnet 4.6</strong>, from <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a> and <a href="https://x.com/asadovsky/status/2062008312603070891">@asadovsky</a></p></li><li><p>Microsoft says the model is <strong>optimized on MAIA 200</strong>, with <strong>30% better performance per dollar</strong> and <strong>1.4x performance-per-watt gain</strong> versus <strong>GB200</strong> when running MAI models end-to-end, per <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a></p></li><li><p>Microsoft and partners repeatedly stressed <strong>no third-party distillation</strong>, &#8220;clean data lineage,&#8221; and enterprise-controlled fine-tuning with &#8220;100% eyes-off&#8221; post-training data through Baseten, in <a href="https://x.com/baseten/status/2061878701823066431">@baseten</a>, <a href="https://x.com/tuhinone/status/2061879239817969756">@tuhinone</a>, and <a href="https://x.com/MicrosoftAI/status/2061923309344756043">@MicrosoftAI</a></p></li></ul><h3><strong>MAI-Code-1-Flash</strong></h3><ul><li><p>Microsoft introduced <strong>MAI-Code-1-Flash</strong> as a fast coding model for <strong>VS Code</strong> and <strong>GitHub Copilot CLI</strong>, first announced by <a href="https://x.com/pierceboggan/status/2061877165810131297">@pierceboggan</a> and later highlighted by <a href="https://x.com/mariorod1/status/2061914993550143513">@mariorod1</a></p></li><li><p>Official Microsoft messaging via <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a> says <strong>Code-1-Flash achieves 51% on SWE-Bench Pro despite having just 5B parameters</strong>, positioning it near Haiku-class size/cost</p></li><li><p>A competing summary from <a href="https://x.com/scaling01/status/2061891478176112794">@scaling01</a> describes it as a <strong>137B parameter MoE</strong>, <strong>256K context</strong>, trained on <strong>10T+ tokens</strong>, and &#8220;stronger and more efficient than Claude 4.5 Haiku.&#8221; That likely indicates <strong>5B active parameters</strong> rather than total parameters; the tweets do not fully reconcile this distinction, but together imply <strong>small active footprint within a much larger MoE</strong></p></li><li><p>Availability at launch was highlighted as <strong>GitHub Copilot / VS Code-first</strong>, per <a href="https://x.com/scaling01/status/2061891478176112794">@scaling01</a> and <a href="https://x.com/mariorod1/status/2061914993550143513">@mariorod1</a></p></li></ul><h3><strong>MAI-Image-2.5</strong></h3><ul><li><p>Microsoft launched <strong>MAI-Image-2.5</strong> and a <strong>Flash</strong> variant, claiming both reached <strong>#2 on leaderboards</strong>, with <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a> saying they surpass <strong>Nano Banana 2</strong> on image editing</p></li><li><p>Independent leaderboard accounts supported the high ranking: <a href="https://x.com/arena/status/2061887242579382660">@arena</a> reported <strong>#2 in Image Edit Arena</strong> with <strong>score 1401</strong>, <strong>+10 points over Nano Banana 2</strong>, Grok Imagine, and ChatGPT Image Latest HF</p></li><li><p><a href="https://x.com/arena/status/2061894541888962712">@arena</a> further said MAI-Image-2.5 &#8220;advances the Pareto frontier,&#8221; meaning no model at its price tier scores higher on that benchmark</p></li><li><p>Distribution partners quickly followed, including <a href="https://x.com/OpenRouter/status/2061894672847671724">@OpenRouter</a> and <a href="https://x.com/fal/status/2061920052664820199">@fal</a></p></li></ul><h3><strong>MAI-Transcribe-1.5</strong></h3><ul><li><p><a href="https://x.com/ArtificialAnlys/status/2061878491860324402">@ArtificialAnlys</a> reported <strong>MAI-Transcribe-1.5</strong> as an unusually strong speed/accuracy point on the STT frontier: <strong>~276x realtime</strong>, <strong>2.4% AA-WER</strong>, <strong>#3 overall</strong> on its leaderboard</p></li><li><p>The model supports <strong>43 languages</strong>, including English, French, Arabic, Japanese, and Chinese, and supports <strong>keyword biasing</strong> for rarer terms such as names and medical terminology, per <a href="https://x.com/ArtificialAnlys/status/2061878491860324402">@ArtificialAnlys</a></p></li><li><p>Pricing was reported as <strong>$6 per 1,000 minutes of audio</strong> via Microsoft Foundry in <a href="https://x.com/ArtificialAnlys/status/2061878498609053909">@ArtificialAnlys</a></p></li><li><p>OpenRouter also listed the model among the three MAI launches it brought live the same day in <a href="https://x.com/OpenRouter/status/2061894672847671724">@OpenRouter</a></p></li></ul><h3><strong>MAI-Voice-2</strong></h3><ul><li><p>MAI-Voice-2 appears in Microsoft&#8217;s &#8220;seven models&#8221; umbrella and in OpenRouter&#8217;s availability post at <a href="https://x.com/OpenRouter/status/2061894672847671724">@OpenRouter</a></p></li><li><p>The tweet set contains little technical detail on Voice-2 itself beyond launch/availability</p></li></ul><h2><strong>Technical-report details that mattered to researchers</strong></h2><h3><strong>Why the report stood out</strong></h3><ul><li><p>The dominant technical reaction was that Microsoft released an unusually detailed frontier-model report: <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a> called it &#8220;one of the most transparent for a model at this scale,&#8221; <a href="https://x.com/nrehiew_/status/2062023547690828141">@nrehiew_</a> said it &#8220;could really serve as an updated textbook for LLM training today,&#8221; and <a href="https://x.com/stochasticchasm/status/2061879506139557979">@stochasticchasm</a> called it a &#8220;gold mine&#8221;</p></li><li><p>Multiple readers highlighted that the report disclosed <strong>pipeline details, scaling ladder methodology, data curation, infra metrics, and MFU numbers</strong>; this level of specificity is what drew praise from <a href="https://x.com/ethanCaballero/status/2061920873297088723">@ethanCaballero</a>, <a href="https://x.com/eliebakouch/status/2062004670017486912">@eliebakouch</a>, and <a href="https://x.com/nrehiew_/status/2062013300196700395">@nrehiew_</a></p></li></ul><h3><strong>Pretraining and data</strong></h3><ul><li><p>A major technical claim repeated across commentary is that MAI-Thinking-1 used <strong>no synthetic data</strong> and <strong>no distillation</strong>, not only in post-training but throughout the disclosed pipeline, from <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a>, <a href="https://x.com/stochasticchasm/status/2061967095022366924">@stochasticchasm</a>, and <a href="https://x.com/HannaHajishirzi/status/2061901432627044430">@HannaHajishirzi</a></p></li><li><p><a href="https://x.com/eliebakouch/status/2061977834558804207">@eliebakouch</a> says the report explicitly notes data from <strong>Common Crawl plus private sources</strong>, with <strong>targeted sub-pipelines for different domains</strong>, heavy extraction/dedup work, and an intentional choice of <strong>no synthetic data</strong></p></li><li><p>The report&#8217;s internal <strong>private NLL set</strong> used for scaling decisions was summarized by <a href="https://x.com/eliebakouch/status/2061976608265880004">@eliebakouch</a> as:</p><ul><li><p><strong>50% code</strong></p></li><li><p><strong>17.5% STEM</strong></p></li><li><p><strong>17.5% math</strong></p></li><li><p><strong>10% general knowledge</strong></p></li><li><p><strong>5% multilingual</strong></p></li></ul></li><li><p><a href="https://x.com/eliebakouch/status/2061976230933496176">@eliebakouch</a> says architecture promotion in the scaling ladder was based on an <strong>Efficiency Gain (EG)</strong> metric: how much extra compute the baseline would need to match the candidate&#8217;s loss</p></li><li><p>The same thread notes ablations at roughly <strong>100/200 tokens per parameter</strong>, described as around &#8220;Chinchilla optimal&#8221; for the setup, while also remarking this differs from dense-model heuristics due to MoE structure in <a href="https://x.com/eliebakouch/status/2061975730414633043">@eliebakouch</a></p></li></ul><h3><strong>Post-training / RL</strong></h3><ul><li><p>The most discussed technical choice was that Microsoft appears to have started RL from a checkpoint with <strong>no prior reasoning exposure</strong>, which several readers found notable. <a href="https://x.com/stochasticchasm/status/2061879070141677615">@stochasticchasm</a> called this a &#8220;very interesting decision,&#8221; while <a href="https://x.com/stochasticchasm/status/2061878066314645861">@stochasticchasm</a> reacted to graphs suggesting a jump from <strong>&lt;20% AIME25 to &gt;95%</strong></p></li><li><p><a href="https://x.com/HannaHajishirzi/status/2061901432627044430">@HannaHajishirzi</a> described the &#8220;climbing from scratch&#8221; recipe as <strong>simple recipes, rigorous science, self-distillation, patience, and great infra</strong></p></li><li><p><a href="https://x.com/soldni/status/2061882085573616003">@soldni</a> characterized the process as &#8220;climbing with no distillation, like the big boys do&#8221;</p></li><li><p>Some independent readers inferred from the report that <strong>synth data remains very valuable</strong> for agentic performance in the broader field, even if Microsoft deliberately avoided it here; see <a href="https://x.com/stochasticchasm/status/2061961874879783376">@stochasticchasm</a></p></li></ul><h3><strong>Data curation / judges / DSPy GEPA</strong></h3><ul><li><p>A detail that got substantial attention from the DSPy/late-interaction crowd: Microsoft reportedly used <strong>GEPA / DSPy-optimized LLM judges</strong> in pretraining data curation and quality scoring</p></li><li><p>This was highlighted by <a href="https://x.com/bj2rn/status/2061941109828301241">@bj2rn</a>, <a href="https://x.com/LakshyAAAgrawal/status/2062013650639241403">@LakshyAAAgrawal</a>, and <a href="https://x.com/lateinteraction/status/2062015109132873852">@lateinteraction</a></p></li></ul><h3><strong>Infra / utilization / hardware co-design</strong></h3><ul><li><p>Microsoft reportedly disclosed <strong>exact MFU across iterations</strong>, which multiple readers said is rarely shared at this scale, per <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a></p></li><li><p><a href="https://x.com/scaling01/status/2061889624847343825">@scaling01</a> summarized the run as using <strong>8192 GB200 GPUs</strong></p></li><li><p><a href="https://x.com/eliebakouch/status/2062004120098144764">@eliebakouch</a> singled out a reported <strong>~40% higher throughput per watt</strong>-type figure as &#8220;pretty impressive and bullish on microsoft chips,&#8221; though this may refer to rack-level budget or serving configuration and was not fully unpacked in-tweet</p></li><li><p>Microsoft&#8217;s official framing connected model design to <strong>MAIA 200</strong> custom silicon and emphasized better <strong>performance-per-dollar</strong> and <strong>performance-per-watt</strong> vs NVIDIA GB200 in <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a></p></li><li><p>Build&#8217;s broader Windows/local-AI narrative also centered on hardware specifics such as:</p><ul><li><p><strong>1 trillion parameters running locally on DGX Station</strong></p></li><li><p><strong>128GB unified memory</strong></p></li><li><p><strong>110 TOPS AI performance</strong></p></li><li><p><strong>20 CPU cores</strong></p></li><li><p><strong>70+ PowerToys utilities</strong> from <a href="https://x.com/TheTuringPost/status/2061852480636653924">@TheTuringPost</a></p></li></ul></li><li><p>Reactions also pointed to local runs of large models, e.g. <a href="https://x.com/kimmonismus/status/2061852979318427988">@kimmonismus</a> on <strong>RTX Spark running a 120B parameter model locally</strong></p></li></ul><h2><strong>Build product/platform recap beyond the models</strong></h2><h3><strong>GitHub Copilot app and agent-native development</strong></h3><ul><li><p>GitHub unveiled the <strong>GitHub Copilot app</strong>, pitched as a desktop surface for <strong>agent-native software development</strong> by <a href="https://x.com/pierceboggan/status/2061868635241828688">@pierceboggan</a></p></li><li><p>Key themes included:</p><ul><li><p><strong>canvases</strong> for bidirectional work between users and agents, per <a href="https://x.com/Techmeme/status/2061875738694062419">@Techmeme</a></p></li><li><p>continuity across <strong>CLI, mobile, web, local, and cloud</strong>, per <a href="https://x.com/lukehoban/status/2061905448287322243">@lukehoban</a></p></li><li><p>a growing role for GitHub as the center of agent workflows, reflected in <a href="https://x.com/techgirl1908/status/2061870470237164018">@techgirl1908</a> and <a href="https://x.com/OrenMe/status/2061873010664001605">@OrenMe</a></p></li></ul></li><li><p>Copilot CLI also got an experimental <strong>terminal UI with tabs, built-in feedback/rubber duck, prompt scheduling, and voice input</strong>, per <a href="https://x.com/GHchangelog/status/2061870684876272123">@GHchangelog</a></p></li></ul><h3><strong>Windows as an agent runtime</strong></h3><ul><li><p>Microsoft&#8217;s Windows org framed Build around &#8220;faster developer execution, a secure execution layer for agents, and unmetered intelligence that runs locally on device,&#8221; per <a href="https://x.com/yusuf_i_mehdi/status/2061882543641907528">@yusuf_i_mehdi</a></p></li><li><p>Several posts stressed that Microsoft wants <strong>Windows</strong> to be the trusted execution platform for agents, not just Azure</p></li><li><p><a href="https://x.com/TheTuringPost/status/2061865165734506683">@TheTuringPost</a> described <strong>Project Solara</strong> as a platform for <strong>agent-first devices</strong>, with concepts including:</p><ul><li><p>a <strong>desktop AI companion</strong></p></li><li><p>a <strong>wearable badge</strong> with cameras, microphones, sensors, and secure authentication</p></li></ul></li><li><p><a href="https://x.com/kimmonismus/status/2061860319547527191">@kimmonismus</a> saw these as handheld/desktop devices for controlling agents and compared them to expectations people had for standalone OpenAI hardware</p></li><li><p><a href="https://x.com/kimmonismus/status/2061875714933371220">@kimmonismus</a> separately highlighted <strong>Microsoft Scout</strong> as an &#8220;always-on personal agent for work&#8221;</p></li></ul><h3><strong>Web IQ and search for agents</strong></h3><ul><li><p><a href="https://x.com/JordiRib1/status/2061866606670581871">@JordiRib1</a> announced <strong>Microsoft Web IQ</strong> as a suite of <strong>AI-native grounding APIs</strong> for <strong>web pages, news, images, and videos</strong></p></li><li><p>His framing is important context: classic search engines were built for humans, but Microsoft believes future search demand will come from agents, potentially <strong>1000x more queries</strong> than human search traffic</p></li><li><p>He claimed Web IQ was re-architected from Bing&#8217;s stack for <strong>quality, latency, and token efficiency</strong>, and that it already powers major chatbots including <strong>Copilot and ChatGPT</strong></p></li></ul><h3><strong>Foundry and open-model distribution</strong></h3><ul><li><p><a href="https://x.com/jeffboudier/status/2061868927207244277">@jeffboudier</a> said Satya cited <strong>11,000+ models available in Microsoft Foundry</strong>, of which <strong>10,928</strong> come from Hugging Face</p></li><li><p>This supports Microsoft&#8217;s parallel identity at Build: both a first-party model builder and a large multi-model hosting/distribution platform</p></li></ul><h3><strong>Build messaging around datacenters and compute</strong></h3><ul><li><p>Several observers noted Build discussion around <strong>data center expansion</strong>, community backlash, and Microsoft&#8217;s argument that AI infra can expand without raising electricity costs to local communities; see <a href="https://x.com/kimmonismus/status/2061854806395015316">@kimmonismus</a> and <a href="https://x.com/kimmonismus/status/2061903253890330639">@kimmonismus</a></p></li><li><p><a href="https://x.com/scaling01/status/2061901702324695115">@scaling01</a> highlighted Mustafa saying AI compute will grow <strong>1000x in the next 3 years</strong>, taking today&#8217;s rough <strong>5e27 FLOPs</strong> frontier scale to <strong>5e30 FLOPs by 2029</strong></p></li><li><p><a href="https://x.com/mustafasuleyman/status/2061880029315764256">@mustafasuleyman</a> summarized the company&#8217;s philosophical theme as <strong>&#8220;Humanist superintelligence&#8221;</strong></p></li></ul><h2><strong>Facts vs. opinions</strong></h2><h3><strong>Factual claims in the tweet set</strong></h3><ul><li><p>Microsoft launched <strong>seven new MAI models</strong> at Build: <a href="https://x.com/MicrosoftAI/status/2061887500541366489">@MicrosoftAI</a></p></li><li><p>Official metrics for MAI-Thinking-1: <strong>35B active MoE</strong>, <strong>256K context</strong>, <strong>97% AIME 2025</strong>, <strong>53% SWE-Bench Pro</strong>, and blind human preference over Sonnet 4.6: <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a></p></li><li><p>Official metrics for MAI-Code-1-Flash: <strong>51% SWE-Bench Pro</strong>, <strong>5B parameters</strong> as stated in tweet copy: <a href="https://x.com/mustafasuleyman/status/2061880164498428188">@mustafasuleyman</a></p></li><li><p>MAI-Image-2.5 ranking claims were independently echoed by <a href="https://x.com/arena/status/2061887242579382660">@arena</a></p></li><li><p>MAI-Transcribe-1.5 speed/accuracy details came from independent benchmark account <a href="https://x.com/ArtificialAnlys/status/2061878491860324402">@ArtificialAnlys</a></p></li><li><p>Microsoft released a <strong>109-page technical report</strong>: <a href="https://x.com/eliebakouch/status/2061877335960281459">@eliebakouch</a></p></li></ul><h3><strong>Opinions / interpretations</strong></h3><ul><li><p>&#8220;Microsoft is training serious models now?&#8221; from <a href="https://x.com/teortaxesTex/status/2061892492350407158">@teortaxesTex</a> is an interpretive reaction to the model/report quality, not a standalone fact</p></li><li><p>Claims that the report is &#8220;one of the most transparent&#8221; or &#8220;an updated textbook&#8221; are opinions from <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a> and <a href="https://x.com/nrehiew_/status/2062023547690828141">@nrehiew_</a>, albeit shared by many readers</p></li><li><p><a href="https://x.com/kimmonismus/status/2061852480636653924">@kimmonismus</a> and <a href="https://x.com/TheTuringPost/status/2061865165734506683">@TheTuringPost</a> framed Build as a strategic shift from cloud-only AI toward local reasoning/agents; that is analysis rather than official wording</p></li><li><p>Posts claiming Microsoft &#8220;leaked&#8221; Anthropic Mythos FLOPs, including <a href="https://x.com/swyx/status/2061878629504881151">@swyx</a> and <a href="https://x.com/scaling01/status/2061897540161728791">@scaling01</a>, are speculative interpretations of a slide, later contested by the same cluster of commenters</p></li></ul><h2><strong>Different opinions and perspectives</strong></h2><h3><strong>Supportive views</strong></h3><ul><li><p>Technical readers were broadly impressed by the <strong>report&#8217;s transparency</strong> and Microsoft&#8217;s willingness to publish details usually withheld at this scale: <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a>, <a href="https://x.com/nrehiew_/status/2062023547690828141">@nrehiew_</a>, <a href="https://x.com/ethanCaballero/status/2061920873297088723">@ethanCaballero</a>, <a href="https://x.com/stochasticchasm/status/2061916808626815161">@stochasticchasm</a></p></li><li><p>Some saw MAI-Thinking-1 as proof Microsoft is becoming a genuine frontier lab rather than just a model reseller or application layer, e.g. <a href="https://x.com/teortaxesTex/status/2061892492350407158">@teortaxesTex</a>, <a href="https://x.com/echen/status/2061907282607100075">@echen</a>, <a href="https://x.com/NandoDF/status/2061901884042985728">@NandoDF</a></p></li><li><p>Enterprise/platform supporters liked the <strong>clean-data-lineage</strong>, <strong>fine-tunable</strong>, <strong>eyes-off post-training data</strong> story, especially Baseten/Microsoft&#8217;s positioning around ownership and control: <a href="https://x.com/baseten/status/2061878701823066431">@baseten</a>, <a href="https://x.com/tuhinone/status/2061879239817969756">@tuhinone</a></p></li></ul><h3><strong>Neutral / analytical views</strong></h3><ul><li><p>Several posts focused on <strong>reading and unpacking the report</strong> rather than cheering the launch, especially <a href="https://x.com/stochasticchasm/status/2061916808626815161">@stochasticchasm</a>, <a href="https://x.com/nrehiew_/status/2062013300196700395">@nrehiew_</a>, and <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a></p></li><li><p>Some commentators were careful on benchmark interpretation. <a href="https://x.com/kimmonismus/status/2061918020843557110">@kimmonismus</a> noted Microsoft appeared to compare to <strong>Sonnet 4.6</strong> generally, with <strong>Opus-level comparability only on SWE Pro</strong></p></li><li><p><a href="https://x.com/iScienceLuvr/status/2061926066453962952">@iScienceLuvr</a> specifically appreciated reporting on <strong>health benchmarks</strong> such as HealthBench Professional and MedXpertQA rather than only coding/math</p></li></ul><h3><strong>Skeptical / opposing views</strong></h3><ul><li><p>A subset questioned whether all numbers and comparisons were being interpreted correctly, especially around active params and external-model comparisons</p></li><li><p>The most visible skepticism concerned the apparent <strong>Mythos FLOP &#8220;leak&#8221;</strong>. <a href="https://x.com/iScienceLuvr/status/2061882397340393514">@iScienceLuvr</a> suggested it was probably just an estimate, not a leak; <a href="https://x.com/scaling01/status/2061989029025853757">@scaling01</a> later argued the original <strong>6.1e27 FLOP</strong> figure was unrealistic and supplied a lower alternative estimate before posting a correction in <a href="https://x.com/scaling01/status/2061990840138899674">@scaling01</a></p></li><li><p>There was also implicit skepticism in the field about whether <strong>zero synth / zero distillation</strong> is the right long-term recipe for best agentic performance, as noted by readers emphasizing synth-data deltas elsewhere, e.g. <a href="https://x.com/stochasticchasm/status/2061961874879783376">@stochasticchasm</a></p></li></ul><h2><strong>Context: why this matters</strong></h2><ul><li><p>Build&#8217;s announcements matter because they suggest Microsoft is no longer content with being only:</p><ol><li><p>Azure/OpenAI&#8217;s cloud host</p></li><li><p>GitHub&#8217;s developer surface</p></li><li><p>Copilot&#8217;s application shell<br>It is also trying to be a <strong>first-party frontier model developer</strong> with its own model family, silicon stack, and post-training platform</p></li></ol></li><li><p>The <strong>clean lineage / no distillation</strong> emphasis is strategically significant. It addresses enterprise concerns around IP provenance, future controllability, and dependence on external labs</p></li><li><p>The <strong>local AI</strong> emphasis matters because Microsoft is tying AI strategy to Windows and device distribution, not just to Azure. Build messaging repeatedly pushed the idea that reasoning models, planners, and agents can increasingly run <strong>on-device</strong>, not only in the cloud: <a href="https://x.com/TheTuringPost/status/2061852480636653924">@TheTuringPost</a>, <a href="https://x.com/yusuf_i_mehdi/status/2061882543641907528">@yusuf_i_mehdi</a></p></li><li><p>The <strong>109-page report</strong> matters because frontier-model transparency has generally been shrinking, especially around data, infra, and training methodology. Multiple researchers explicitly noted the disclosure level is uncommon at this scale: <a href="https://x.com/eliebakouch/status/2061965825037254947">@eliebakouch</a>, <a href="https://x.com/nrehiew_/status/2062023547690828141">@nrehiew_</a></p></li><li><p>The Build recap also showed Microsoft trying to integrate all layers of the stack:</p><ul><li><p><strong>models</strong>: MAI family</p></li><li><p><strong>chips</strong>: MAIA 200</p></li><li><p><strong>cloud</strong>: Azure + Foundry</p></li><li><p><strong>OS</strong>: Windows agent runtime</p></li><li><p><strong>developer UX</strong>: Copilot app / VS Code / CLI</p></li><li><p><strong>retrieval/grounding</strong>: Web IQ</p></li><li><p><strong>hardware form factors</strong>: Solara / Scout concepts</p></li></ul></li><li><p>This combination is why several observers described the event less as a normal dev conference and more as a coordinated move toward an <strong>agent platform spanning cloud, edge, OS, and custom models</strong>, e.g. <a href="https://x.com/satyanadella/status/2061896503304806521">@satyanadella</a>, <a href="https://x.com/mustafasuleyman/status/2061934667096596657">@mustafasuleyman</a>, and <a href="https://x.com/TheTuringPost/status/2061865165734506683">@TheTuringPost</a></p></li></ul><h2><strong>The &#8220;Mythos FLOPs leak&#8221; mini-story</strong></h2><ul><li><p>During/after Build, some users claimed a Microsoft slide inadvertently revealed training compute for Anthropic&#8217;s rumored <strong>Claude Mythos</strong>, with <a href="https://x.com/swyx/status/2061878629504881151">@swyx</a> asking if Mustafa had leaked the FLOP count</p></li><li><p><a href="https://x.com/scaling01/status/2061897540161728791">@scaling01</a> estimated the slide implied <strong>6.1e27 FLOPs</strong> with a confidence interval based on pixel measurement, while <a href="https://x.com/kimmonismus/status/2061908067034517853">@kimmonismus</a> noted that would be around <strong>Gemini 3.1 Pro-scale</strong> compute</p></li><li><p>That interpretation was subsequently challenged by <a href="https://x.com/iScienceLuvr/status/2061882397340393514">@iScienceLuvr</a>, who argued it was probably an estimate, and then by <a href="https://x.com/scaling01/status/2061989029025853757">@scaling01</a>, who posted a lower-range model-based estimate of <strong>3.37e26 to 1.46e27 FLOPs</strong> and later said the original numbers were <strong>bogus</strong> in <a href="https://x.com/scaling01/status/2061990840138899674">@scaling01</a></p></li><li><p>The episode is useful mostly as context: Build&#8217;s compute/scaling messaging was detailed enough that people started trying to infer competitor training budgets from presentation materials</p></li></ul><p><strong>Developer tools, agents, and coding workflows</strong></p><ul><li><p>OpenAI launched <strong>Sites in Codex</strong>, letting teams turn ideas/docs/plans into deployed internal websites/apps with auth and dynamic data, first for business/enterprise users, in <a href="https://x.com/OpenAI/status/2061845949170045346">@OpenAI</a>, <a href="https://x.com/TheRohanVarma/status/2061872164442403139">@TheRohanVarma</a>, and <a href="https://x.com/gdb/status/2061988413105156128">@gdb</a></p></li><li><p>OpenAI also expanded <strong>role-specific Codex plugins</strong> across sales, data analytics, creative production, product design, and public equity workflows, with access to <strong>62 apps and 110 skills</strong>, from <a href="https://x.com/OpenAI/status/2061887650391625870">@OpenAI</a> and <a href="https://x.com/OpenAIDevs/status/2061888366791246071">@OpenAIDevs</a></p></li><li><p>GitHub&#8217;s <strong>Copilot app</strong> and Microsoft&#8217;s Build push around agent-native software development were central to the day&#8217;s tooling news: <a href="https://x.com/pierceboggan/status/2061868635241828688">@pierceboggan</a>, <a href="https://x.com/lukehoban/status/2061905434039246939">@lukehoban</a>, <a href="https://x.com/GHchangelog/status/2061870684876272123">@GHchangelog</a></p></li><li><p>Anthropic shipped a <strong>CLI for Claude Platform</strong> and upgraded Claude Code&#8217;s <code>/fork</code> to run a background agent with exact context + prompt cache, in <a href="https://x.com/ClaudeDevs/status/2061877343078244459">@ClaudeDevs</a> and <a href="https://x.com/ClaudeDevs/status/2061947411141169494">@ClaudeDevs</a></p></li><li><p>Nous launched <strong>Hermes Desktop</strong>, a local/native desktop surface for Hermes agents, in <a href="https://x.com/NousResearch/status/2061843507417944552">@NousResearch</a>, <a href="https://x.com/Teknium/status/2061844602735538266">@Teknium</a>, and later Tailscale/Ollama integration notes from <a href="https://x.com/Teknium/status/2061984430370267210">@Teknium</a> and <a href="https://x.com/ollama/status/2062011585355551231">@ollama</a></p></li><li><p>Cognition launched <strong>Devin Desktop</strong>, positioned as an agent-neutral desktop for managing local/cloud agents and handoff between local planning and cloud execution, in <a href="https://x.com/cognition/status/2061889596703551926">@cognition</a>, <a href="https://x.com/ScottWu46/status/2061998361373532187">@ScottWu46</a>, and <a href="https://x.com/russelljkaplan/status/2061920322325205007">@russelljkaplan</a></p></li></ul><p><strong>Models, local inference, and routing</strong></p><ul><li><p>H Company launched <strong>Holo 3.1</strong>, a local computer-use model family based on Qwen-style architecture, with checkpoints from <strong>0.8B to 35B</strong> and formats including <strong>NVFP4, FP8, and Q4 GGUF</strong>; a popular summary cited <strong>79.3% on AndroidWorld</strong> for the 35B model in <a href="https://x.com/TeksEdge/status/2061825310669332818">@TeksEdge</a>, with launch tweet from <a href="https://x.com/hcompany_ai/status/2061815355341725925">@hcompany_ai</a></p></li><li><p>Perplexity announced <strong>hybrid agentic inference</strong> for Perplexity Computer, splitting work between <strong>local models on-device</strong> and frontier cloud models for privacy and token efficiency, in <a href="https://x.com/perplexity_ai/status/2061861293569765847">@perplexity_ai</a> and <a href="https://x.com/AravSrinivas/status/2061875858542096520">@AravSrinivas</a></p></li><li><p>OpenRouter data shared by <a href="https://x.com/ttunguz/status/2061846636805177692">@ttunguz</a> showed <strong>open-weight models at 69.1% of token volume</strong>, versus <strong>30.9%</strong> for closed models</p></li><li><p>Commentary around <strong>model routing</strong> as a key future abstraction came from <a href="https://x.com/ClementDelangue/status/2061871024627482964">@ClementDelangue</a>, <a href="https://x.com/garrytan/status/2061878212213572083">@garrytan</a>, <a href="https://x.com/matanSF/status/2061865185527074914">@matanSF</a>, and the counterpoint from <a href="https://x.com/glennko/status/2061896887699964171">@glennko</a>, who argued enterprise production reliability makes generic routing harder than enthusiasts suggest</p></li><li><p>Local-AI UX improvements also appeared in Hugging Face&#8217;s <strong>hardware compatibility checks</strong> and oMLX&#8217;s native macOS app release from <a href="https://x.com/m_newhaus/status/2061824017510584630">@m_newhaus</a> and <a href="https://x.com/jundotkim/status/2061863850874634242">@jundotkim</a></p></li></ul><p><strong>Research and evals</strong></p><ul><li><p>Google DeepMind announced <strong>Co-Scientist</strong>, a Gemini-based multi-agent hypothesis generation system for science, claiming collaborations that helped identify liver fibrosis targets, ALS approaches, and genetic leads for aging, in <a href="https://x.com/GoogleDeepMind/status/2061857539977842793">@GoogleDeepMind</a>, <a href="https://x.com/GoogleDeepMind/status/2061857550438392094">@GoogleDeepMind</a>, and <a href="https://x.com/GoogleDeepMind/status/2061857553076920643">@GoogleDeepMind</a></p></li><li><p>The new <strong>Crafter / CraftEditor</strong> work on editable scientific figure generation drew attention as a five-agent workflow for producing and refining figures plus raster-to-SVG conversion, in <a href="https://x.com/HuggingPapers/status/2061800325959324069">@HuggingPapers</a>, <a href="https://x.com/_akhaliq/status/2061835314599993392">@_akhaliq</a>, and <a href="https://x.com/TheTuringPost/status/2061883014410629400">@TheTuringPost</a></p></li><li><p>Tilde Research introduced <strong>Wall Attention</strong>, a RoPE-free attention method with diagonal forget gates, claiming training at <strong>4k</strong> and generalization to <strong>200k+</strong> tokens plus Triton kernels and strong decode throughput, in <a href="https://x.com/tilderesearch/status/2061839600562409581">@tilderesearch</a></p></li><li><p>A robotics vision encoder claiming <strong>+22.5% real-world OOD success</strong> by encoding dynamics-awareness rather than relying on static-image pretraining was posted by <a href="https://x.com/jbhuang0604/status/2061840469966090308">@jbhuang0604</a></p></li><li><p>New evals/benchmarks of note:</p><ul><li><p><strong>PaintBench</strong> for precise image editing, where best model reached only <strong>17.1%</strong>, from <a href="https://x.com/itskaixu/status/2061827068170518956">@itskaixu</a></p></li><li><p><strong>VSTAT</strong> for video state tracking, arguing frontier MLLMs remain weak at tracking evolving world state, from <a href="https://x.com/PinzhiHuang/status/2062004108249145442">@PinzhiHuang</a> and <a href="https://x.com/sainingxie/status/2062011403733512253">@sainingxie</a></p></li><li><p><strong>Data Agent Benchmark</strong> for enterprise data workflows, from <a href="https://x.com/sh_reya/status/2061984097531310378">@sh_reya</a></p></li></ul></li></ul><p><strong>Inference, infrastructure, and agent systems</strong></p><ul><li><p>Harvey + LangChain shared work on <strong>cheap verifiers</strong> for legal agents, showing <strong>DeepSeek V4 Flash</strong> could preserve <strong>94&#8211;96% agreement</strong> with Opus 4.7 while reducing cost <strong>18x</strong> in per-criterion mode and <strong>~1000x</strong> in batch mode; for <strong>3,200 RL rollouts</strong>, verification cost dropped from <strong>$18,000 to $18</strong>, in <a href="https://x.com/harvey/status/2061866491033899371">@harvey</a>, <a href="https://x.com/hwchase17/status/2061867746141356427">@hwchase17</a>, and <a href="https://x.com/nikogrupen/status/2061866707988431039">@nikogrupen</a></p></li><li><p>W&amp;B relaunched <strong>Weave</strong> as agent-first observability with integrations across common harnesses and automated detection of failure modes, in <a href="https://x.com/wandb/status/2061894943203831996">@wandb</a> and <a href="https://x.com/neutralino1/status/2061949197851742525">@neutralino1</a></p></li><li><p>Prime-RL integrated <strong>Mooncake Store</strong> with vLLM for cross-node prefix / KV cache reuse, pitched as key for agentic rollouts, in <a href="https://x.com/m_sirovatka/status/2061862853997465738">@m_sirovatka</a></p></li><li><p>Together detailed serving optimizations for <strong>MiniMax-M3</strong>, citing <strong>81&#8211;125% throughput improvements</strong> via KV-block-major sparse attention, paged decode, optimized index scoring, and multimodal preprocessing, in <a href="https://x.com/togethercompute/status/2061895336486949109">@togethercompute</a></p></li><li><p>MiniMax itself highlighted <strong>1M context</strong>, native multimodality, desktop-computer operation, and MSA reducing attention&#8217;s share of decode time from <strong>~30% to ~5%</strong>, in <a href="https://x.com/MiniMax_AI/status/2061944204604101020">@MiniMax_AI</a></p></li></ul><p><strong>Ecosystem, hardware, and industrial capacity</strong></p><ul><li><p>Westmag emerged from stealth to build <strong>American robot actuators and drone motors</strong>, with <strong>$11M raised</strong> led by a16z and participation from Founders Fund, Lux, NFDG, Menlo and others, in <a href="https://x.com/boxcardavid/status/2061825303715123234">@boxcardavid</a>, <a href="https://x.com/packyM/status/2061835223470330100">@packyM</a>, and <a href="https://x.com/oyhsu/status/2061837257531670864">@oyhsu</a></p></li><li><p>PyTorch noted NVIDIA adoption of <strong>OpenMDW-1.1</strong>, a permissive AI-model licensing framework, across four open-model families in <a href="https://x.com/PyTorch/status/2061840384817328604">@PyTorch</a></p></li><li><p>Martin Scorsese publicly demonstrated narrow, preproduction use of <strong>FLUX</strong> for storyboarding with Black Forest Labs, framed as exploratory and complementary to hand-drawn work rather than generative replacement, in <a href="https://x.com/robrombach/status/2061804823352086681">@robrombach</a> and <a href="https://x.com/TheRundownAI/status/2061834880917357011">@TheRundownAI</a></p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. NVIDIA Nemotron 3 Ultra and RTX Spark Specs</strong></h3><p></p><p></p>
      <p>
          <a href="https://www.latent.space/p/ainews-microsoft-build-mai-thinking">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[[AINews] NVIDIA Cosmos 3, Nemotron 3 Ultra, and RTX Spark]]></title><description><![CDATA[Jensen scores a huge win.]]></description><link>https://www.latent.space/p/ainews-nvidia-cosmos-3-nemotron-3</link><guid isPermaLink="false">https://www.latent.space/p/ainews-nvidia-cosmos-3-nemotron-3</guid><pubDate>Tue, 02 Jun 2026 03:28:10 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5bzA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><a href="https://www.latent.space/p/video-agents">Today&#8217;s podcast guest</a> was the lead on NVIDIA Cosmos over a year ago, discussing training videogen and world models. Fittingly, Cosmos 3 launched  today, unifying language, image, video, audio and action in a <a href="https://x.com/victormustar/status/2061354267546427595?s=20">Mixture-of-Transformers architecture </a>that pairs an autoregressive reasoner with a diffusion generator in:</p><ul><li><p><strong>base Nano</strong> (16B: 8B reasoner tower + 8B generator tower) </p></li><li><p><strong>Super</strong> (64B: 32B reasoner tower + 32B generator tower) models, and</p></li><li><p>Super finetunes for <strong>Text2Image</strong> and <strong>Image2Video</strong>, which are now the <a href="https://x.com/ArtificialAnlys/status/2061494719998546206?s=20">new SOTA open weights imagegen and videogen models</a>, just <a href="https://x.com/victormustar/status/2061354267546427595?s=20">below Nano Banana 2</a></p></li></ul><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/liu_mingyu/status/2061525730996240738&quot;,&quot;full_text&quot;:&quot;Introducing NVIDIA Cosmos 3\n\nWe released NVIDIA Cosmos 3 last night.\n\nAnd today, seeing it take the top spots across 8+ open model leaderboards feels surreal. We spent months working towards this moment.\n\nHere&#8217;s the breakdown:\n\nThe Leaderboard Wins\n\nWorld Reasoning\n&#127942; #1 open &quot;,&quot;username&quot;:&quot;liu_mingyu&quot;,&quot;name&quot;:&quot;Ming-Yu Liu&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/2002841783735042048/07JFOmTh_normal.jpg&quot;,&quot;date&quot;:&quot;2026-06-01T19:10:10.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/HJwB89OasAArOcE.jpg&quot;,&quot;link_url&quot;:&quot;https://t.co/qyBs3D0FKk&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:10,&quot;retweet_count&quot;:39,&quot;like_count&quot;:225,&quot;impression_count&quot;:15581,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p></p><p>At Computex in Taiwan, Jensen also brought the heat with <a href="https://x.com/NVIDIAAI/status/2061495149872771568/photo/1">Nemotron 3 Ultra</a>, their 550B-A55B, remarkably efficient/<a href="https://x.com/ArtificialAnlys/status/2061304911565144230?s=20">fast</a> open weights LLM that is the new US SoTA:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5bzA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!5bzA!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg 424w, https://substackcdn.com/image/fetch/$s_!5bzA!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg 848w, https://substackcdn.com/image/fetch/$s_!5bzA!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!5bzA!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!5bzA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg" width="1456" height="971" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:971,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Image&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Image" title="Image" srcset="https://substackcdn.com/image/fetch/$s_!5bzA!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg 424w, https://substackcdn.com/image/fetch/$s_!5bzA!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg 848w, https://substackcdn.com/image/fetch/$s_!5bzA!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!5bzA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6685277-4569-4135-92cb-e7a645246125_4096x2732.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Finally, the RTX Spark personal computer 1 petaflop superchip, was previewed with <a href="https://x.com/satyanadella/status/2061315017589600699">Microsoft</a> and <a href="https://x.com/openclaw/status/2061331260279054801?s=20">OpenClaw</a> and <a href="https://x.com/NousResearch/status/2061323987804713083?s=20">Hermes Agent</a> as a launch partner (good analysis <a href="https://x.com/PatrickMoorhead/status/2061452151944274167">here</a>)</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/NVIDIARTXSpark/status/2061509361470497138?s=20&quot;,&quot;full_text&quot;:&quot;RTX Spark, early preview &#128064;\n\nPersonal AI agents. Faster creator workflows. RTX ON gaming. NVIDIA&#8217;s Jacob Freeman walks through how one Superchip brings it all together in a new class of slim laptops. &#128071; &quot;,&quot;username&quot;:&quot;NVIDIARTXSpark&quot;,&quot;name&quot;:&quot;NVIDIA RTX Spark&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/2061303426479431680/BDJQPK6Q_normal.jpg&quot;,&quot;date&quot;:&quot;2026-06-01T18:05:07.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://substackcdn.com/image/upload/w_1028,c_limit,q_auto:best/l_twitter_play_button_rvaygk,w_88/o8whpfecfc6pmdxkxd86&quot;,&quot;link_url&quot;:&quot;https://t.co/g2JWVJ6DC5&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:42,&quot;retweet_count&quot;:178,&quot;like_count&quot;:1663,&quot;impression_count&quot;:92979,&quot;expanded_url&quot;:null,&quot;video_url&quot;:&quot;https://video.twimg.com/amplify_video/2061509086651232257/vid/avc1/1280x720/ykMBrd9Obo07UeyD.mp4?tag=14&quot;,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p></p><blockquote><p>AI News for 5/30/2026-6/1/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>NVIDIA&#8217;s Cosmos 3, Nemotron 3 Ultra, and the Push for Open Physical AI</strong></p><ul><li><p><strong>NVIDIA&#8217;s open-source week</strong>: NVIDIA dominated the open-model conversation with <strong>Cosmos 3</strong>, an open family of <strong>omnimodal world models for physical AI</strong>, plus the announcement of <strong>Nemotron 3 Ultra</strong>, a <strong>550B</strong> open-weight model that several posters called the strongest U.S. open model so far. Cosmos 3 was framed as a full-stack release&#8212;<strong>weights, code, datasets, and fine-tuning recipes</strong>&#8212;with NVIDIA also launching the <strong>Cosmos Coalition</strong> alongside partners including <strong>Runway</strong> to build an open ecosystem for world models <a href="https://x.com/NVIDIAAI/status/2061498958283968735">@NVIDIAAI ecosystem context</a>, <a href="https://x.com/runwayml/status/2061315089869721682">@runwayml coalition announcement</a>, <a href="https://x.com/kimmonismus/status/2061432501223162241">@kimmonismus Cosmos thread</a>, <a href="https://x.com/ClementDelangue/status/2061487081315094906">@ClementDelangue on NVIDIA&#8217;s HF footprint</a>.</p></li><li><p><strong>Why Cosmos 3 mattered technically</strong>: Beyond robotics rhetoric, the more concrete details were that Cosmos 3 unifies <strong>language, image, video, audio, and action</strong> in a single <strong>Mixture-of-Transformers</strong> design pairing an <strong>autoregressive reasoner</strong> with a <strong>diffusion generator</strong>. <a href="https://x.com/ArtificialAnlys/status/2061494719998546206">Artificial Analysis</a> said Cosmos 3 reached <strong>#1 among open-weight models</strong> on both their <strong>Text-to-Image</strong> and <strong>Image-to-Video</strong> leaderboards, noting the generator uses <strong>structured JSON prompts</strong> and can be driven either by an external prompt-upsampling harness or its own reasoner branch. Separately, NVIDIA&#8217;s hardware + software push extended to adoption of the <strong>OpenMDW</strong> framework and partner ecosystem integrations on platforms like fal <a href="https://x.com/ArtificialAnlys/status/2061494719998546206">@ArtificialAnlys</a>, <a href="https://x.com/fal/status/2061604121786876307">@fal</a>.</p></li><li><p><strong>Nemotron 3 Ultra reception</strong>: Community reaction to <strong>Nemotron 3 Ultra</strong> was unusually strong for a fresh open release. Posters highlighted both capability and serving characteristics, including claims that it is already topping some open evals and may be serving at <strong>300+ tok/s</strong> in some setups&#8212;far faster than large DeepSeek/Kimi-class models <a href="https://x.com/scaling01/status/2061379856433107135">@scaling01</a>, <a href="https://x.com/ctnzr/status/2061483152741175757">@ctnzr</a>, <a href="https://x.com/caspar_br/status/2061505720907182280">@caspar_br</a>. There was also some technical discussion that Nemotron appears <strong>less sparse</strong> than peers like Kimi K2 / DeepSeek V4&#8212;roughly <strong>~10% active</strong> vs <strong>~3%</strong>&#8212;which could affect both economics and behavior <a href="https://x.com/eliebakouch/status/2061607195268038777">@eliebakouch</a>.</p></li></ul><p><strong>MiniMax M3, Qwen3.7-Plus, and JetBrains Mellum2 Expand the Open Agent Model Field</strong></p><ul><li><p><strong>MiniMax M3&#8217;s launch was the day&#8217;s biggest model release</strong>: M3 was presented as an open-weight multimodal agent/coding model with <strong>1M context</strong>, <strong>native multimodality</strong>, and competitive agent benchmarks. The headline figures repeated across launch partners were <strong>59.0% SWE-Bench Pro</strong>, <strong>66.0% Terminal Bench 2.1</strong>, and <strong>74.2% MCP Atlas</strong> <a href="https://x.com/MiniMax_AI/status/2061425142795034794">@MiniMax_AI</a>, <a href="https://x.com/PBDTokenRouter/status/2061463048485838935">@PBDTokenRouter</a>, <a href="https://x.com/kimmonismus/status/2061473350766170420">@kimmonismus</a>. Multiple infra vendors shipped day-0 support&#8212;<strong>Novita</strong>, <strong>Vercel AI Gateway</strong>, <strong>Cloudflare AI Gateway</strong>, <strong>OpenClaude</strong>, <strong>Flowith</strong>, and others&#8212;suggesting unusually fast ecosystem adoption <a href="https://x.com/MiniMax_AI/status/2061398427121201648">@MiniMax_AI on Novita</a>, <a href="https://x.com/rauchg/status/2061593874498531707">@rauchg</a>, <a href="https://x.com/gitlawb/status/2061581678871806083">@gitlawb</a>.</p></li><li><p><strong>Benchmarks vs practical experience were mixed</strong>: M3 earned praise for frontend generation, visual/game tasks, and price-performance, with side-by-side demos showing strong one-shot UI/game outputs and notable benchmark placement for Next.js agent evals <a href="https://x.com/notjazii/status/2061407087293313210">@notjazii</a>, <a href="https://x.com/lostinlatencyX/status/2061409696649548165">@lostinlatencyX</a>, <a href="https://x.com/rauchg/status/2061593874498531707">@rauchg</a>. But several evaluators also reported <strong>high token consumption</strong>, <strong>verbose self-check loops</strong>, and occasional <strong>requirement drift</strong> on long tasks, making M3 look more like a &#8220;quality first, efficiency later&#8221; model <a href="https://x.com/ZhihuFrontier/status/2061493401019957337">@ZhihuFrontier review</a>, <a href="https://x.com/teortaxesTex/status/2061432151183171702">@teortaxesTex skepticism</a>.</p></li><li><p><strong>Qwen3.7-Plus</strong>: Alibaba launched <strong>Qwen3.7-Plus</strong> as a <strong>multimodal interactive hybrid agent</strong> that unifies <strong>GUI and CLI operation</strong>, visual reasoning, coding, and search-augmented QA. It is <strong>API-available</strong> via Alibaba Cloud Model Studio and was quickly added to tools like <strong>Cline</strong> <a href="https://x.com/Alibaba_Qwen/status/2061506641120641494">@Alibaba_Qwen launch</a>, <a href="https://x.com/cline/status/2061580233778790439">@cline</a>. The launch reinforces the trend that open-ish Asian labs are no longer releasing &#8220;just chat models,&#8221; but full <strong>agent-capable multimodal systems</strong>.</p></li><li><p><strong>JetBrains Mellum2</strong>: JetBrains released <strong>Mellum2</strong>, a <strong>12B MoE</strong> model with <strong>2.5B active parameters</strong>, trained on roughly <strong>11T tokens</strong> and post-trained with <strong>RLVR</strong>, shipping <strong>base / SFT / RL checkpoints</strong> and a technical report <a href="https://x.com/nv_pavlichenko/status/2061438808290172935">@nv_pavlichenko</a>, <a href="https://x.com/jetbrains/status/2061444430884675791">@jetbrains</a>. The intended niche is especially interesting: <strong>ultra-low-latency inference</strong> for <strong>routing, RAG, sub-agents, and IDE use</strong>, and it landed in <strong>vLLM</strong> immediately <a href="https://x.com/vllm_project/status/2061621691995005301#m">@vllm_project</a>. This looks like a serious &#8220;small fast open model for developer workflows&#8221; play rather than a benchmark-chasing frontier release.</p></li></ul><p><strong>Agents, Sandboxes, Memory, and Search Are Becoming the Real Product Surface</strong></p><ul><li><p><strong>The stack is shifting from model calls to agent runtimes</strong>: Several launches converged on the idea that the main engineering leverage is now in the <strong>harness</strong> rather than the model. <strong>Perplexity&#8217;s &#8220;Search as Code&#8221;</strong> is the clearest example: instead of iterative search tool calls, the model writes <strong>Python</strong> against a search SDK, enabling custom ranking pipelines, map-reduce over indexes, batching, aggregation, and lower token overhead. Perplexity reports a jump on its internal <strong>WANDR</strong> benchmark from <strong>0.152</strong> to <strong>0.386</strong> with this architecture <a href="https://x.com/perplexity_ai/status/2061506359326384319">@perplexity_ai</a>, <a href="https://x.com/AravSrinivas/status/2061575845056278971">@AravSrinivas</a>.</p></li><li><p><strong>Managed agents + sandboxes are becoming standard</strong>: Google detailed <strong>Managed Agents in the Gemini API</strong>, where a single API call can spin up an agent that reasons, writes/runs code, manages files, and operates inside a hosted <strong>Linux sandbox</strong> <a href="https://x.com/_philschmid/status/2061457703210197273">@_philschmid</a>, <a href="https://x.com/GoogleAIStudio/status/2061452967530701090">@GoogleAIStudio</a>. LangChain pushed similar ideas around <strong>Deep Agents</strong>, <strong>Context Hub</strong>, and <strong>LangSmith Sandboxes/Engine</strong>, emphasizing persistent context, agent lifecycle tooling, and automated failure triage <a href="https://x.com/LangChain/status/2061432934993674267">@LangChain</a>, <a href="https://x.com/hwchase17/status/2061496556608504043">@hwchase17</a>.</p></li><li><p><strong>Memory remains a missing primitive</strong>: One recurring complaint was that enormous context windows still don&#8217;t solve <strong>cross-session memory</strong>. A thread on <strong>HydraDB</strong> argued that &#8220;RAG + manual context injection&#8221; has been misnamed as memory, while actual persistent session knowledge remains underserved <a href="https://x.com/kimmonismus/status/2061454202883432501">@kimmonismus</a>. Related research threads pointed to reusable context management policies like <strong>AdaCoM</strong>, which trains a separate LLM via RL to prune/preserve context for frozen agents <a href="https://x.com/dair_ai/status/2061455253325971789">@dair_ai</a>.</p></li><li><p><strong>Security remains the gating issue for enterprise agents</strong>: There was a notable warning from Microsoft Security Intelligence about a major <strong>npm supply chain compromise</strong> affecting <strong>90+ redhat-cloud-services packages</strong>, including a self-propagating worm stealing npm/GitHub/AWS/SSH credentials <a href="https://x.com/MsftSecIntel/status/2061485730958848188">@MsftSecIntel</a>. At the same time, enterprise agent vendors highlighted <strong>sandboxing</strong>, <strong>runtime isolation</strong>, and <strong>security stack integration</strong> as prerequisites for deployment, including discussion of <strong>NVIDIA OpenShell</strong> and LangChain&#8217;s sandbox keynote <a href="https://x.com/shannholmberg/status/2061368566256189656">@shannholmberg</a>, <a href="https://x.com/LangChain/status/2061448130806116827">@LangChain</a>.</p></li></ul><p><strong>Codex, Claude Code, and the Competitive Coding-Agent Race</strong></p><ul><li><p><strong>OpenAI extended Codex into more places</strong>: OpenAI announced that <strong>frontier models and Codex are now generally available on AWS / Amazon Bedrock</strong>, aimed squarely at enterprises that want OpenAI capabilities inside existing AWS security/compliance workflows <a href="https://x.com/OpenAI/status/2061564502160892138">@OpenAI</a>, <a href="https://x.com/OpenAIDevs/status/2061564710173224985">@OpenAIDevs</a>. OpenAI also shipped a <strong>Codex Python SDK</strong> supporting threads, turns, streaming, resume, images, and sandbox control <a href="https://x.com/reach_vb/status/2061569472792572163">@reach_vb</a>, plus support for Bedrock-backed Codex workflows <a href="https://x.com/reach_vb/status/2061572961451094191">@reach_vb on Bedrock config</a>.</p></li><li><p><strong>Claude Code had a real ops incident</strong>: Anthropic reset <strong>5-hour and weekly rate limits</strong> for Pro and Max users after fixing a bug where some <strong>Opus 4.8</strong> sessions spawned too many <strong>parallel subagents/tool calls</strong>, burning usage unexpectedly <a href="https://x.com/ClaudeDevs/status/2061501787769893055">@ClaudeDevs</a>, <a href="https://x.com/ClaudeDevs/status/2061501790131265803">follow-up</a>. That&#8217;s a notable reminder that coding-agent product quality is increasingly determined by orchestration behavior, not just raw model IQ.</p></li><li><p><strong>Behavioral differences across coding models remain material</strong>: Developers highlighted large qualitative differences between GPT, Claude, and other models on benchmarks like <strong>ProgramBench</strong> and <strong>WeirdML</strong>, with Opus sometimes preferring exploration over score-maximization or showing benchmark-specific quirks <a href="https://x.com/OfirPress/status/2061458258821251081">@OfirPress</a>, <a href="https://x.com/htihle/status/2061412097720774679">@htihle</a>. A separate long thread argued newer <strong>Claude Opus 4.6&#8211;4.8</strong> variants can fabricate plausible but fictional concepts in non-coding domains, suggesting possible truthfulness/alignment regressions rather than ordinary hallucinations <a href="https://x.com/distributionat/status/2061362406971060244">@distributionat</a>.</p></li></ul><p><strong>Infra, Hardware, and Local AI Systems</strong></p><ul><li><p><strong>NVIDIA is coming for the PC</strong>: The most-discussed hardware launch was <strong>RTX Spark</strong>, an NVIDIA/Microsoft &#8220;personal AI computer&#8221; built around <strong>Grace + Blackwell</strong>, with up to <strong>128GB unified memory</strong> and claimed <strong>1 PFLOP FP4</strong>. The key strategic read: NVIDIA is no longer just selling accelerators, but an end-to-end local AI system that competes with <strong>Apple Silicon</strong>, x86 PCs, and Qualcomm simultaneously <a href="https://x.com/kimmonismus/status/2061484174088007739">@kimmonismus</a>, <a href="https://x.com/swyx/status/2061567877879369953">@swyx</a>.</p></li><li><p><strong>Cluster/networking updates</strong>: On the datacenter side, <strong>Lambda</strong> said it is first to adopt <strong>NVIDIA Quantum-X InfiniBand Photonics Q3450-LD</strong> switches, pushing co-packaged optics to reduce network power and failures in large AI clusters <a href="https://x.com/LambdaAPI/status/2061319330433032658">@LambdaAPI</a>. <strong>OpenAI</strong> also announced <strong>Stargate Michigan</strong>, a planned <strong>1GW</strong> data center using closed-loop cooling and paired with workforce/education commitments <a href="https://x.com/OpenAINewsroom/status/2061533639138316314">@OpenAINewsroom</a>.</p></li><li><p><strong>Local open-model tooling is improving fast</strong>: The <strong>MLX-VLM v0.6.0</strong> release was one of the more substantive local inference/tooling updates, adding speculative decoding, Anthropic-style and responses-style APIs, tool calls, support for many new multimodal models, and image/audio features with the explicit pitch of turning Apple devices into &#8220;real local agent machines&#8221; <a href="https://x.com/Prince_Canuma/status/2061541992790683726">@Prince_Canuma</a>. That pairs well with growing DGX Spark + <strong>vLLM</strong> experimentation for local NVFP4 MoE serving <a href="https://x.com/vllm_project/status/2061530659160838549">@vllm_project</a>.</p></li></ul><p><strong>Top Tweets (by engagement, filtered for technical relevance)</strong></p><ul><li><p><strong>Anthropic&#8217;s IPO path</strong>: Anthropic said it has <strong>confidentially submitted a draft S-1</strong> to the SEC, opening the door to an IPO pending review <a href="https://x.com/AnthropicAI/status/2061478052257841495">@AnthropicAI</a>.</p></li><li><p><strong>Claude Code usage incident</strong>: Anthropic reset user rate limits after an <strong>Opus 4.8 parallel subagent/tool-call bug</strong> caused excessive quota burn <a href="https://x.com/ClaudeDevs/status/2061501787769893055">@ClaudeDevs</a>.</p></li><li><p><strong>Qwen3.7-Plus</strong>: Alibaba launched a <strong>multimodal agent model</strong> spanning GUI/CLI operation, coding, and visual tasks <a href="https://x.com/Alibaba_Qwen/status/2061506641120641494">@Alibaba_Qwen</a>.</p></li><li><p><strong>OpenAI on Bedrock</strong>: OpenAI models and <strong>Codex</strong> are now available through <strong>Amazon Bedrock</strong> for enterprise workflows <a href="https://x.com/OpenAI/status/2061564502160892138">@OpenAI</a>.</p></li><li><p><strong>ARC-AGI-3 movement</strong>: <strong>Claude Opus 4.8</strong> posted a new SOTA on <strong>ARC-AGI-3</strong> at <strong>1.5%</strong>, still tiny in absolute terms but a meaningful jump on that benchmark <a href="https://x.com/arcprize/status/2061512025638121516">@arcprize</a>.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. New Frontier Model Releases and Early Tests</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1ttdiq0/minimax_m3_coding_agentic_frontier_1m_context/">MiniMax M3 - Coding &amp; Agentic Frontier, 1M Context, Multimodal</a></strong> (Activity: 1090): <strong>MiniMax M3 is announced as an </strong><em><strong>open-weight</strong></em><strong> frontier model with coding/agentic focus, native multimodality/vision, and MiniMax Sparse Attention for up to </strong><code>1M</code><strong> tokens of context with a guaranteed </strong><code>512K</code><strong> minimum (<a href="https://www.minimax.io/models/text/m3">MiniMax M3</a>). Claimed long-horizon agentic results include 12-hour ICLR paper reproduction, Hopper FP8 GEMM CUDA/Triton optimization reaching </strong><code>9.4&#215;</code><strong> speedup after </strong><code>147</code><strong> iterations, and PostTrainBench ranking third behind Opus 4.7 and GPT-5.5; access is currently via API/MiniMax Code, with HuggingFace/GitHub weights/local deployment planned.</strong> Commenters are cautiously interested in the combination of cheap/efficient vision plus long-context agentic coding, but skeptical because the announcement calls it <em>&#8220;open-weight&#8221;</em> while not yet exposing weights or even parameter count. One technical debate is whether the results imply a much larger-than-<code>~250B</code> model, extreme benchmark optimization, or a genuine open-weight breakthrough.</p><ul><li><p>Commenters focused on the missing release details: despite the claim of being <em>&#8220;the first open-weight model with three frontier capabilities&#8221;</em>, users could not find actual weights, parameter count, or sizing information for <strong>MiniMax M3</strong>. One commenter linked a preview image from the announcement (<a href="https://preview.redd.it/fej3vn94qk4h1.jpeg?width=3808&amp;format=pjpg&amp;auto=webp&amp;s=83ef24ab093520eb3118dd918259adff4f42a569">Reddit image</a>), but the thread still lacked confirmation of model scale or downloadable artifacts.</p></li><li><p>A technically substantive concern was that the advertised capability level implies one of three possibilities: <strong>a much larger-than-expected model</strong>, unusually strong benchmark optimization, or a major open-weights breakthrough. The speculation centered on whether MiniMax M3 is actually around <code>~250B</code> parameters or significantly larger, and whether its coding/agentic/multimodal claims will hold once weights and independent benchmarks are available.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tthkh5/nvidia_announces_nemotron_3_ultra/">NVIDIA announces Nemotron 3 Ultra</a></strong> (Activity: 621): <strong>The <a href="https://i.redd.it/f79wu6dnml4h1.jpeg">image</a> is a technical announcement slide for NVIDIA Nemotron 3 Ultra, described in comments as a MoE </strong><code>550B-A55</code><strong> model. The slide positions Nemotron 3 Ultra against open/open-weight competitors including GLM 5.1, Kimi K2.6, and Qwen3.5 across &#8220;Frontier Smart&#8221; benchmark categories such as agent productivity, coding, instruction following, knowledge work, and long-context capability.</strong> Commenters viewed the comparison against other open-source/open-weight models positively, while one noted an &#8220;artificial analysis score&#8221; of <code>48</code>, placing it just below frontier-tier models and around the MiniMax 2.7 range, with the expectation that it could be the strongest U.S. open-weight model.</p><ul><li><p>NVIDIA Nemotron 3 Ultra is identified as a <strong>MoE </strong><code>550B-A55</code> model, implying roughly <code>550B</code> total parameters with about <code>55B</code> active parameters per token. This architecture detail is the most concrete technical spec mentioned in the thread.</p></li><li><p>A commenter cites an <strong>Artificial Analysis score of </strong><code>48</code>, placing Nemotron 3 Ultra &#8220;one notch less than frontier&#8221; and roughly in the <strong>MiniMax 2.7</strong> range, while suggesting it may be the strongest <strong>US open-weight</strong> model by that metric.</p></li><li><p>Technical references shared include NVIDIA&#8217;s official Nemotron 3 Ultra Base usage cookbook on GitHub: <a href="https://github.com/NVIDIA-NeMo/Nemotron/tree/main/usage-cookbook/Nemotron-3-Ultra-Base">NVIDIA-NeMo/Nemotron</a>, plus the LifeArchitect model comparison table: <a href="https://lifearchitect.ai/models-table/">lifearchitect.ai/models-table</a>. One commenter argues the comparison against <strong>Qwen3.5</strong> is notable because Nemotron may be NVIDIA&#8217;s best open-weight model while still trailing several non-US/open models.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tss9nq/stepfun_37_flash_is_very_good/">Stepfun 3.7 Flash is very good</a></strong> (Activity: 473): <strong>The <a href="https://i.redd.it/k37ol07vfg4h1.gif">GIF</a> is a technical visual demo, not a meme: it shows the output of Stepfun 3.7 Flash for the prompt </strong><code>create a beautiful, relaxing flight simulator in a single html page</code><strong>, rendering a low-poly 3D flight scene with HUD-style speed/altitude indicators. The OP says this was the official </strong><code>Q4_X_S</code><strong> quant and claims the model feels near GLM 5.1 in aesthetics and about </strong><code>80%</code><strong> of its 3D world understanding, while using only roughly </strong><code>25%</code><strong> of GLM 5.1&#8217;s parameters and including built-in vision.</strong> Commenters mostly reacted with comparisons and nostalgia rather than deep benchmarks: one referenced the old Excel flight simulator, while another compared interest in <strong>Qwen 3.7 Max / 27B</strong> and asked whether it beats <strong>Qwen3.6 27B</strong>.</p><ul><li><p>A commenter draws a model-comparison angle by referencing <strong>Qwen 3.7 Max</strong> and hoping for a future <strong>Qwen 3.7 27B</strong> release, while another asks whether Stepfun 3.7 Flash is better than <strong>Qwen3.6-27B</strong>. The thread includes screenshot evidence for the Qwen3.6-27B reference (<a href="https://preview.redd.it/h1jbx5tz4j4h1.png?width=1523&amp;format=png&amp;auto=webp&amp;s=c4bd572a0741fcffc65f2b75153efbb603ede82b">image</a>), but no quantitative benchmark scores or reproducible eval details are provided.</p></li></ul></li></ul><p></p>
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          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[[AINews] Founders and Forward Deployed Engineers]]></title><description><![CDATA[a quiet day lets us highlight the new AIE WF focuses]]></description><link>https://www.latent.space/p/ainews-founders-and-forward-deployed</link><guid isPermaLink="false">https://www.latent.space/p/ainews-founders-and-forward-deployed</guid><pubDate>Sat, 30 May 2026 01:57:15 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!SpLP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb92541e3-151a-4f10-8226-b86cb12eaca0_2332x1344.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Most people are still digesting the <a href="https://www.latent.space/p/ainews-anthropic-raises-965b-series">massive Anthropic news</a> from yesterday. </p><p>We&#8217;re taking the opportunity to solicit <a href="https://ai.engineer/cfp">the leading AI FDE&#8217;s</a> in the world for AIE&#8217;s new Forward Deployed Engineer track, mirroring similar pushes from both <a href="https://www.latent.space/p/ainews-thinking-machines-native-interaction">OpenAI DeployCo</a> and <a href="https://www.blackstone.com/news/press/anthropic-partners-with-blackstone-hellman-friedman-and-goldman-sachs-to-launch-enterprise-ai-services-firm/">Anthropic DeployCo</a>:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!SpLP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb92541e3-151a-4f10-8226-b86cb12eaca0_2332x1344.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!SpLP!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb92541e3-151a-4f10-8226-b86cb12eaca0_2332x1344.png 424w, https://substackcdn.com/image/fetch/$s_!SpLP!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb92541e3-151a-4f10-8226-b86cb12eaca0_2332x1344.png 848w, https://substackcdn.com/image/fetch/$s_!SpLP!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb92541e3-151a-4f10-8226-b86cb12eaca0_2332x1344.png 1272w, https://substackcdn.com/image/fetch/$s_!SpLP!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb92541e3-151a-4f10-8226-b86cb12eaca0_2332x1344.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!SpLP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb92541e3-151a-4f10-8226-b86cb12eaca0_2332x1344.png" width="1456" height="839" 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class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>as well as AIE&#8217;s new Founders program, where we are doing our version of the Startup Battlefield, a competitive pitch contest anchored by YCombinator&#8217;s Garry Tan and Howie Lu&#8217;s <a href="https://x.com/howietl/status/2057823823526014990">$10 Million dollar Hyperagent </a>contest. Sign up (and <a href="https://www.ai.engineer/worldsfair/2026#venue">book hotel</a>!)  for details today if you are keen.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!pbtj!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!pbtj!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png 424w, https://substackcdn.com/image/fetch/$s_!pbtj!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png 848w, https://substackcdn.com/image/fetch/$s_!pbtj!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png 1272w, https://substackcdn.com/image/fetch/$s_!pbtj!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!pbtj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png" width="1456" height="835" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/aa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:835,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:412080,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.latent.space/i/199815243?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!pbtj!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png 424w, https://substackcdn.com/image/fetch/$s_!pbtj!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png 848w, https://substackcdn.com/image/fetch/$s_!pbtj!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png 1272w, https://substackcdn.com/image/fetch/$s_!pbtj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6ef076-049b-4bd8-b183-4a49f1a913f8_2276x1306.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><blockquote><p>AI News for 5/28/2026-5/29/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Claude Opus 4.8 Rollout, Benchmark Friction, and API Ergonomics</strong></p><ul><li><p><strong>Opus 4.8 landed into a noisy, mixed eval landscape</strong>: multiple independent benches converged on &#8220;incremental but not dominant.&#8221; <a href="https://x.com/arena/status/2060160804767584512">@arena</a> pushed <strong>200+ frontend/code tests</strong> comparing Opus 4.8 against prior Opus variants, Gemini, and GLM; <a href="https://x.com/theo/status/2060172445592789064">@theo</a> reported CursorBench shows it as <strong>more efficient but slightly worse than 4.7 within margin of error</strong>; <a href="https://x.com/jerryjliu0/status/2060196252642648427">@jerryjliu0</a> and <a href="https://x.com/llama_index/status/2060165358569337102">@llama_index</a> found <strong>small gains on tables/layout</strong> but regressions on <strong>content faithfulness/charts</strong> in document parsing; <a href="https://x.com/scaling01/status/2060335738172911766">@scaling01</a> said <strong>no progress on ALE-Bench</strong> and separately flagged interesting failure modes on LisanBench. On the positive side, <a href="https://x.com/jeremyphoward/status/2060195641847107722">@jeremyphoward</a> found 4.8 <strong>less over-agentic and more cooperative</strong> than 4.7/GPT-5.5 in coding, while <a href="https://x.com/leo_linsky/status/2060205310871326894">@leo_linsky</a> called it a tangible product improvement over prior Anthropic releases.</p></li><li><p><strong>Anthropic also shipped useful platform-level changes</strong>: <a href="https://x.com/ClaudeDevs/status/2060432688281251998">@ClaudeDevs</a> announced <strong>mid-conversation system instructions without breaking prompt cache</strong>, plus authoritative mid-conversation system-role updates, which matters for long-running agent sessions and cost control. But pricing remains a major complaint: <a href="https://x.com/jeremyphoward/status/2060198836963061998">@jeremyphoward</a> argued Anthropic has done little for <strong>API affordability</strong>, preferring GPT-5.5 partly because subscription/API economics are easier to justify. Overall takeaway: 4.8 looks like a meaningful quality-of-life release for real use, not a clean benchmark reset.</p></li></ul><p><strong>Agent Harnesses, Multi-Turn RL Bugs, and the Infrastructure Around Autonomy</strong></p><ul><li><p><strong>A subtle but important RL failure mode got called out</strong>: <a href="https://x.com/ClementDelangue/status/2060175330665508917">@ClementDelangue</a> highlighted a Hugging Face deep-dive on why many <strong>tool-using, multi-turn RL training loops are silently broken</strong>. The core bug: decoding model output, parsing tool calls, then <strong>re-tokenizing</strong> the updated conversation can change tokenization, so gradients are applied to sequences the model never actually sampled. The proposed fix is a strict <strong>&#8220;Token-In, Token-Out&#8221;</strong> rule: never re-encode sampled tokens; keep a single token buffer across turns. <a href="https://x.com/johnschulman2/status/2060392679528337714">@johnschulman2</a> reinforced the broader point that <strong>renderers are foundational</strong> infrastructure between messages and tokens, with failure modes spanning train/test mismatch, caching inefficiency, and prompt injection risk.</p></li><li><p><strong>Harness design is becoming its own optimization discipline</strong>: <a href="https://x.com/omarsar0/status/2060371848010019001">@omarsar0</a> surfaced work on <strong>Effective Feedback Compute (EFC)</strong>, claiming raw token/tool counts explain agent success poorly while EFC reaches <strong>R&#178; up to 0.99</strong>, implying harness quality matters more than gross activity. This lines up with productized tuning efforts like <a href="https://x.com/LangChain/status/2060349231722852680">@LangChain</a>, where <strong>Deep Agents v0.6</strong> makes <strong>harness profiles</strong> first-class to get strong performance from Qwen/Kimi/DeepSeek at <strong>20x+ lower cost</strong> than frontier APIs, and <a href="https://x.com/hwchase17/status/2060355016989585919">@hwchase17</a> explicitly framing &#8220;different models need different prompts/tools.&#8221; <a href="https://x.com/vllm_project/status/2060208480292843720">@vllm_project</a> shipped <strong>native weight syncing APIs</strong> and improved pause/resume for async RL, and later added <a href="https://x.com/vllm_project/status/2060414393666679229">fastokens</a>, a <strong>Rust BPE tokenizer</strong> to reduce CPU tokenization bottlenecks in long-context/agentic workloads.</p></li><li><p><strong>Debate is shifting from &#8220;single vs multi-agent&#8221; to where the abstraction pays</strong>: <a href="https://x.com/OfirPress/status/2060352260723392658">@OfirPress</a> argued current multi-agent systems are mostly <strong>speedups, not capability unlocks</strong>; <a href="https://x.com/scaling01/status/2060363050272653625">@scaling01</a> took the opposite view, expecting swarm-style training to yield better planning and superintelligence-like behavior. Either way, the practical trend is clear: more teams are building around <strong>agent observability, traces, and continual improvement loops</strong>, e.g. <a href="https://x.com/Vtrivedy10/status/2060406006329278970">@Vtrivedy10</a> on mining production traces for SFT/distillation and long-horizon continual learning.</p></li></ul><p><strong>Open Models, Local AI, and the OSS Toolchain Tightening Up</strong></p><ul><li><p><strong>Local-first and open-weight momentum continues to rise</strong>: <a href="https://x.com/LangChain/status/2060405874993115532">@LangChain</a> said <strong>1 in 3 AI teams</strong> ran an open-weights model in April 2026, up from <strong>1 in 5</strong> nine months earlier; <a href="https://x.com/EpochAIResearch/status/2060451576779886942">@EpochAIResearch</a> estimated open-weight models now lag frontier proprietary models by about <strong>four months</strong>. On the toolchain side, <a href="https://x.com/ggerganov/status/2060394400237109567">@ggerganov</a> launched <strong>llama.app</strong>, giving llama.cpp an official website, a unified installer, and a single <code>llama</code> entrypoint aimed at easier local deployment and third-party agent integration. <a href="https://x.com/ollama/status/2060428074102206496">@ollama</a> announced <strong>OpenJarvis</strong> as a local-first personal AI via Ollama, explicitly tied to Stanford/Hazy&#8217;s &#8220;Intelligence Per Watt&#8221; framing.</p></li><li><p><strong>Open infrastructure is getting more enterprise-shaped</strong>: <a href="https://x.com/ClementDelangue/status/2060378354931388837">@ClementDelangue</a> noted that <strong>~50% of models and datasets on Hugging Face are now private</strong>, rising with HF&#8217;s storage/buckets offering; this is an important correction to the idea that HF is only public OSS infrastructure. <a href="https://x.com/abidlabs/status/2060404002341462044">@abidlabs</a> showed <strong>Hugging Face Jobs</strong> replacing GitHub runners for CPU/serverless GPU CI. <a href="https://x.com/DSPyOSS/status/2060186371902587119">@DSPyOSS</a>, <a href="https://x.com/dbreunig/status/2060187833084870746">@dbreunig</a>, and others shipped a redesigned <strong>DSPy docs/front page</strong> ahead of a coming 4.0, focused on onboarding into programmable AI systems rather than pure prompting.</p></li><li><p><strong>Licensing and permissiveness are becoming strategic levers</strong>: <a href="https://x.com/kimmonismus/status/2060458698930016378">@kimmonismus</a> highlighted NVIDIA moving its four open model families to <strong>Linux Foundation OpenMDW-1.1</strong>, reducing legal fragmentation across weights/code/docs/data. New permissive data releases also matter: <a href="https://x.com/keshigeyan/status/2060398262591668315">@keshigeyan</a> introduced <strong>GPIC</strong>, a <strong>100M-pair permissive image corpus</strong> plus <strong>1M-pair benchmark</strong> for visual generation, with explicit research + commercial usability.</p></li></ul><p><strong>Google/OpenAI Product Surface Expands: Managed Agents, Gemini Spark/Omni, and Codex on Windows</strong></p><ul><li><p><strong>Google is widening the &#8220;managed agent&#8221; stack from API to consumer product</strong>: <a href="https://x.com/_philschmid/status/2060359976325992528">@_philschmid</a> showed <strong>Managed Agents in the Gemini API</strong>: a single API call provisioning a sandboxed Linux environment with code execution, web access, and file I/O. On the consumer side, <a href="https://x.com/GeminiApp/status/2060405496872579115">@GeminiApp</a> rolled out <strong>Gemini Spark</strong> to U.S. AI Ultra subscribers as a <strong>24/7 personal agent</strong> that can operate across a user&#8217;s digital ecosystem under direction. Google also kept pushing <strong>Gemini Omni</strong> multimodal generation/editing demos (<a href="https://x.com/alexanderchen/status/2060322611586834518">example</a>, <a href="https://x.com/GeminiApp/status/2060473816393150965">product thread</a>) and announced <strong>Google Flow Agent</strong> for creative workflows in video/film production (<a href="https://x.com/Google/status/2060473826362732611">thread</a>).</p></li><li><p><strong>OpenAI&#8217;s Codex is moving closer to a persistent remote dev operator</strong>: <a href="https://x.com/OpenAI/status/2060428604727771421">@OpenAI</a> and <a href="https://x.com/OpenAIDevs/status/2060429591655927942">@OpenAIDevs</a> added <strong>computer use on Windows</strong>, including remote steering from the ChatGPT mobile app. Follow-on UX improvements included <strong>stable identicons for background agents</strong> and search across prior chat content (<a href="https://x.com/OpenAIDevs/status/2060478367921831936">@OpenAIDevs</a>); <a href="https://x.com/reach_vb/status/2060430024537178215">@reach_vb</a> summarized broader Codex updates around Windows control, mobile remote access, and profile/task stats. Separately, OpenAI updated <strong>gpt-5.5 instant</strong> to improve <strong>sycophancy, factuality, and multilingual performance</strong> per <a href="https://x.com/michpokrass/status/2060219759682330970">@michpokrass</a>.</p></li><li><p><strong>This all points to more vertically integrated agent stacks</strong>: model + harness + sandbox + UI + remote control + pricing/quotas. Google is smoothing quotas on Gemini (<a href="https://x.com/joshwoodward/status/2060171610922058142">@joshwoodward</a>); OpenAI is expanding Codex&#8217;s operating surface; Cursor added <strong>auto-review mode</strong> with subagent-based approval routing (<a href="https://x.com/cursor_ai/status/2060406013098897765">tweet</a>). The common pattern is less &#8220;chatbot,&#8221; more <strong>managed execution environment with policy and memory</strong>.</p></li></ul><p><strong>Research and Systems Papers Worth Attention</strong></p><ul><li><p><strong>Search, retrieval, and memory</strong>: <a href="https://x.com/TheTuringPost/status/2060194173505155358">@TheTuringPost</a> highlighted <strong>Bidirectional Evolutionary Search (BES)</strong> from Harvard/MIT, combining forward search with backward decomposition and evolutionary operators; reported gains include <strong>Llama-3.2-3B-Instruct on MuSiQue from 4.0% to 7.0%</strong>. In retrieval, <a href="https://x.com/_reachsumit/status/2060214762626306512">@_reachsumit</a> pointed to <strong>Latent Terms</strong>, showing sparse BM25-ready features can be extracted from frozen dense retrievers via SAEs. <a href="https://x.com/topk_io/status/2060383255153569938">@topk_io</a> open-sourced <strong>Iso-ModernColBERT</strong> for more efficient late-interaction inference.</p></li><li><p><strong>Continual learning and belief/state management</strong>: <a href="https://x.com/HuggingPapers/status/2060312560323182657">@HuggingPapers</a> summarized <strong>BeliefTrack</strong>, claiming optimized belief-state management cuts long-horizon reasoning failures by <strong>70%+</strong>. <a href="https://x.com/AndrewLampinen/status/2060460827199599026">@AndrewLampinen</a> argued the continual learning field over-focused on interference instead of positive transfer; <a href="https://x.com/victor207755822/status/2060315686329778432">@victor207755822</a> presented a second <strong>DeliAutoResearch SKILL</strong> paper focused on self-iteration and CL.</p></li><li><p><strong>Multimodal/world models/robotics</strong>: NVIDIA-affiliated work included <strong>&#947;-World</strong>, a generative multi-agent world model streaming at <strong>24 FPS</strong> (<a href="https://x.com/fangfu0830/status/2060233093894869499">tweet</a>), and <strong>minWM</strong>, a real-time interactive video world model framework (<a href="https://x.com/_akhaliq/status/2060392729473860026">tweet</a>). In robotics, <a href="https://x.com/_akhaliq/status/2060388349425119540">@_akhaliq</a> shared <strong>Qwen-VLA</strong>, and <a href="https://x.com/inventorOli/status/2060357909561622885">@inventorOli</a> demoed Robostral&#8217;s language-following and manipulation improvements. For always-on proactive agents, <a href="https://x.com/dair_ai/status/2060373102119555191">@dair_ai</a> surfaced work replacing LLM wake-up decisions with a <strong>220MiB temporal-graph encoder</strong>, gaining <strong>+16.7 mean F1</strong> while running <strong>4&#8211;83x faster</strong>.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>OpenAI / biology</strong>: <a href="https://x.com/OpenAI/status/2060376598642405492">@OpenAI on Rosalind Biodefense</a> announced trusted-access biology tooling for public health and biodefense.</p></li><li><p><strong>Google / consumer agents</strong>: <a href="https://x.com/GeminiApp/status/2060405496872579115">@GeminiApp on Spark</a> rolled out its always-on personal agent to AI Ultra users in the U.S.</p></li><li><p><strong>OpenAI / dev tools</strong>: <a href="https://x.com/OpenAI/status/2060428604727771421">@OpenAI on Codex Windows support</a> and <a href="https://x.com/OpenAIDevs/status/2060429591655927942">@OpenAIDevs</a> expanded computer use to Windows plus mobile remote steering.</p></li><li><p><strong>llama.cpp UX milestone</strong>: <a href="https://x.com/ggerganov/status/2060394400237109567">@ggerganov</a> launched <strong>llama.app</strong> with a unified installer and CLI entrypoint for local AI.</p></li><li><p><strong>HF / RL correctness</strong>: <a href="https://x.com/ClementDelangue/status/2060175330665508917">@ClementDelangue</a> amplified the <strong>Token-In, Token-Out</strong> warning for multi-turn RL with tools.</p></li><li><p><strong>Open vs closed timing gap</strong>: <a href="https://x.com/EpochAIResearch/status/2060451576779886942">@EpochAIResearch</a> estimated open-weight models are now about <strong>4 months behind</strong> the frontier.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Local LLM Performance: MoE Releases, Quants, VRAM Savings</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tqloii/stepfun_37_flash/">StepFun 3.7 Flash</a></strong> (Activity: 637): <strong>StepFun released <a href="https://static.stepfun.com/blog/step-3.7-flash/">Step 3.7 Flash</a>, a multimodal MoE with </strong><code>196B</code><strong> total parameters, </strong><code>11B</code><strong> active, and a built-in </strong><code>1.8B</code><strong> ViT, advertised for high-throughput agent workflows up to </strong><code>400 TPS</code><strong> and reportedly runnable locally with ~</strong><code>128GB</code><strong> RAM. Reported benchmarks position it unusually strongly for a flash-class/local model: SWE-Bench Pro </strong><code>56.26%</code><strong>, DeepSearchQA F1 </strong><code>92.82%</code><strong>, HLE w/tools </strong><code>47.2</code><strong>, plus large gains over Step 3.5 Flash on Terminal-Bench, Toolathlon, ClawEval, and other agentic/tool-use tasks. Direct model artifacts are available on Hugging Face in <a href="https://huggingface.co/stepfun-ai/Step-3.7-Flash/">BF16</a>, <a href="https://huggingface.co/stepfun-ai/Step-3.7-Flash-FP8">FP8</a>, <a href="https://huggingface.co/stepfun-ai/Step-3.7-Flash-NVFP4">NVFP4</a>, and <a href="https://huggingface.co/stepfun-ai/Step-3.7-Flash-GGUF">GGUF</a>, with day-0 </strong><code>llama.cpp</code><strong><a href="https://github.com/ggml-org/llama.cpp/pull/23845"> support PR</a> and related MTP work in </strong><code>llama.cpp#23274</code><strong>.</strong> Commenters characterize the model as technically odd: its hidden/thinking traces are described as nearly incoherent, but final answers can be <em>&#8220;perfect&#8221;</em> and competitive with much larger <code>&gt;1TB</code> models; one user says the prior Step 3.5 <em>&#8220;infinite thinking&#8221;</em> issue appears fixed. There is cautious enthusiasm around local deployment, especially for users with <code>4x3090</code>-class hardware, and appreciation that StepFun upstreamed <code>llama.cpp</code> support instead of only maintaining a fork.</p><ul><li><p>StepFun released multiple Step-3.7-Flash checkpoints on Hugging Face: <strong>BF16</strong> (<a href="https://huggingface.co/stepfun-ai/Step-3.7-Flash/">Step-3.7-Flash</a>), <strong>FP8</strong> (<a href="https://huggingface.co/stepfun-ai/Step-3.7-Flash-FP8">Step-3.7-Flash-FP8</a>), <strong>NVFP4</strong> (<a href="https://huggingface.co/stepfun-ai/Step-3.7-Flash-NVFP4">Step-3.7-Flash-NVFP4</a>), and <strong>GGUF</strong> (<a href="https://huggingface.co/stepfun-ai/Step-3.7-Flash-GGUF">Step-3.7-Flash-GGUF</a>). One user reports the prior Step 3.5 Flash &#8220;infinite thinking&#8221; issue appears fixed, making 3.7 more usable despite still having an odd intermediate reasoning style.</p></li><li><p>There is day-0 <code>llama.cpp</code> enablement via StepFun&#8217;s upstream PR: <a href="https://github.com/ggml-org/llama.cpp/pull/23845">ggml-org/llama.cpp#23845</a>, contrasting with Step 3.5&#8217;s fork-based support. A separate community PR for <strong>MTP support</strong> exists at <a href="https://github.com/ggml-org/llama.cpp/pull/23274">ggml-org/llama.cpp#23274</a>, though commenters note it needs updating for Step 3.7 and current <code>master</code>.</p></li><li><p>A vLLM nightly test of the <strong>NVFP4</strong> checkpoint on <code>2x Pro 6k</code> with <code>64</code> concurrent shallow-context requests reached about <code>2200 tok/s</code>. The reported config used <code>tensor-parallel-size 2</code>, <code>--enable-expert-parallel</code>, <code>--quantization modelopt</code>, <code>--kv-cache-dtype fp8</code>, <code>--reasoning-parser step3p5</code>, and StepFun tool-call parsing; vLLM reported <strong>GPU KV cache size </strong><code>1,667,645</code><strong> tokens</strong> and <strong>max concurrency </strong><code>6.36x</code><strong> for </strong><code>262,144</code><strong> tokens/request</strong>.</p></li></ul></li></ul><p></p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] Anthropic raises $965B Series H, releases Opus 4.8 and Dynamic Workflows/ultracode]]></title><description><![CDATA[Total Anthropic victory!]]></description><link>https://www.latent.space/p/ainews-anthropic-raises-965b-series</link><guid isPermaLink="false">https://www.latent.space/p/ainews-anthropic-raises-965b-series</guid><pubDate>Fri, 29 May 2026 02:07:24 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!9YXV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffeb0a3a2-e744-4174-a24b-be1fd75961bc_1888x1630.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Anthropic&#8217;s path as the <a href="https://www.latent.space/p/anthropic-glean-and-openrouter-how?utm_source=publication-search">fastest growing company of all time</a> has put overtaking OpenAI in its sights for a while, but there were numerous asterisks for the past few months that put the timing (though perhaps not the fact) of the flippening in question. Today Anthropic <a href="https://www.anthropic.com/news/series-h">officially reported $47B</a> in revenue run-rate (reminder, this number was $9B in December!) and confirmed their Series H raising $65B at a $900B pre-money valuation (including $15B from hyperscalers including <a href="https://www.anthropic.com/news/anthropic-amazon-compute">Amazon</a>, but also the entire memory industrial complex), putting them at least temporarily ahead of OpenAI in every headline dimension outside of compute and non-coding benchmarks:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!9YXV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffeb0a3a2-e744-4174-a24b-be1fd75961bc_1888x1630.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9YXV!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffeb0a3a2-e744-4174-a24b-be1fd75961bc_1888x1630.png 424w, https://substackcdn.com/image/fetch/$s_!9YXV!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffeb0a3a2-e744-4174-a24b-be1fd75961bc_1888x1630.png 848w, https://substackcdn.com/image/fetch/$s_!9YXV!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffeb0a3a2-e744-4174-a24b-be1fd75961bc_1888x1630.png 1272w, https://substackcdn.com/image/fetch/$s_!9YXV!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffeb0a3a2-e744-4174-a24b-be1fd75961bc_1888x1630.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9YXV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffeb0a3a2-e744-4174-a24b-be1fd75961bc_1888x1630.png" width="1456" height="1257" 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class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>By way of celebration, the company also released <a href="https://www.anthropic.com/news/claude-opus-4-8">Opus 4.8</a>, which broadly reportedly fixed many of the issues the community had found/soured on <a href="https://www.latent.space/p/ainews-anthropic-claude-opus-47-literally">Opus 4.7 post launch</a> (see recap below for details). It is notably SOTA on basically every economically relevant bench (a nice detail is they agree with Google&#8217;s messaging that Gemini 3.5 Flash is an improvement over Gemini 3.1 Pro):</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!pJaM!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e7c3740-ab5b-4b98-88eb-c0576e73a2d1_1490x1350.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!pJaM!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e7c3740-ab5b-4b98-88eb-c0576e73a2d1_1490x1350.png 424w, 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stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>But perhaps of more long term significance is the massively parallel <a href="https://claude.com/blog/introducing-dynamic-workflows-in-claude-code">&#8220;dynamic workflows&#8221; feature</a> in Claude Code, also called <code>ultracode</code>, which was behind Jarred Sumner&#8217;s <a href="https://x.com/jarredsumner/status/2060050578026189172">750k LOC rewrite of Bun from Zig to Rust in 6 days</a>:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!FuPa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!FuPa!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png 424w, https://substackcdn.com/image/fetch/$s_!FuPa!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png 848w, https://substackcdn.com/image/fetch/$s_!FuPa!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png 1272w, https://substackcdn.com/image/fetch/$s_!FuPa!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!FuPa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png" width="1402" height="1256" 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srcset="https://substackcdn.com/image/fetch/$s_!FuPa!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png 424w, https://substackcdn.com/image/fetch/$s_!FuPa!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png 848w, https://substackcdn.com/image/fetch/$s_!FuPa!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png 1272w, https://substackcdn.com/image/fetch/$s_!FuPa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9ab93f6-c75f-4156-850a-81b99806aeea_1402x1256.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>&gt;</p><p></p><p></p><p></p><blockquote><p>AI News for 5/27/2026-5/28/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Anthropic announced a massive new financing and simultaneously shipped Claude Opus 4.8.</strong></p><ul><li><p>On the capital side, Anthropic said it raised <strong>$65B in Series H at a $965B post-money valuation</strong>, led by Altimeter, Dragoneer, Greenoaks, and Sequoia, and said the money will fund research and expand capacity for growing Claude demand (<a href="https://x.com/AnthropicAI/status/2060061347522433422">Anthropic</a>).</p></li><li><p>The company also disclosed that its <strong>run-rate revenue surpassed $47B</strong>, attributing growth to enterprise deployments and everyday usage (<a href="https://x.com/AnthropicAI/status/2060061348818518493">Anthropic</a>).</p></li><li><p>On the product side, Anthropic launched <strong>Claude Opus 4.8</strong>, describing it as an Opus 4.7 update with <strong>&#8220;sharper judgment,&#8221; &#8220;more honesty about its own progress,&#8221; and the ability to work independently for longer</strong>, <strong>at the same price</strong> (<a href="https://x.com/claudeai/status/2060042702150930686">Claude</a>).</p></li><li><p>Anthropic also launched <strong>Dynamic Workflows</strong> in Claude Code, a research-preview orchestration system where Claude plans work and spawns <strong>hundreds of parallel subagents</strong> to tackle large tasks (<a href="https://x.com/ClaudeDevs/status/2060044853279617150">ClaudeDevs</a>). Independent eval posts broadly confirm that 4.8 is a meaningful improvement over 4.7, especially on long-horizon agentic coding and knowledge work, though reactions diverged on whether this is a frontier-resetting leap or mostly catch-up to OpenAI&#8217;s GPT-5.5-family.</p></li></ul><h2><strong>Facts vs opinions</strong></h2><h3><strong>Facts and directly stated claims</strong></h3><ul><li><p>Anthropic raised <strong>$65B</strong> at a <strong>$965B post-money valuation</strong> in Series H (<a href="https://x.com/AnthropicAI/status/2060061347522433422">Anthropic</a>).</p></li><li><p>The company says its <strong>run-rate revenue crossed $47B</strong> (<a href="https://x.com/AnthropicAI/status/2060061348818518493">Anthropic</a>).</p></li><li><p>Lead investors named: <strong>Altimeter, Dragoneer, Greenoaks, Sequoia</strong> (<a href="https://x.com/AnthropicAI/status/2060061347522433422">Anthropic</a>).</p></li><li><p>Altimeter publicly confirmed it led the round and framed it as its <strong>largest investment to date</strong> (<a href="https://x.com/AltimeterCap/status/2060061841372647685">Altimeter</a>, <a href="https://x.com/paulinebhyang/status/2060069180767171052">Pauline Bhyang</a>).</p></li><li><p>Anthropic launched <strong>Claude Opus 4.8</strong>, positioned as an update to <strong>Opus 4.7</strong> with improved judgment, honesty, and longer autonomous work, <strong>same price</strong> (<a href="https://x.com/claudeai/status/2060042702150930686">Claude</a>).</p></li><li><p>Anthropic engineers said 4.8 was a response to <strong>feedback on 4.7</strong>, with &#8220;many fixes&#8221; and better nuance / naturalness (<a href="https://x.com/alexalbert__/status/2060043196655362358">Alex Albert</a>).</p></li><li><p>Claude Code now supports <strong>Dynamic Workflows</strong> that write orchestration plans and launch <strong>large fleets / hundreds of subagents in parallel</strong> (<a href="https://x.com/ClaudeDevs/status/2060044853279617150">ClaudeDevs</a>, <a href="https://x.com/_catwu/status/2060054180379689074">Cat Wu</a>).</p></li><li><p>Dynamic Workflows are available in <strong>research preview</strong> and were said to work on <strong>Max, Team, Enterprise, API, Bedrock, Vertex AI, and Foundry</strong> (<a href="https://x.com/ClaudeDevs/status/2060044860984529368">ClaudeDevs</a>).</p></li><li><p>Anthropic / community posts mention <strong>effort controls</strong> added to web/app/Cowork and continued <strong>Fast mode</strong> support (<a href="https://x.com/mikeyk/status/2060046053907578889">Mikey K</a>, <a href="https://x.com/sammcallister/status/2060048329359212972">Sam Callister</a>, <a href="https://x.com/kimmonismus/status/2060044465385902436">Kimmonismus</a>).</p></li></ul><h3><strong>Opinions / interpretations</strong></h3><ul><li><p>Bullish views:</p><ul><li><p>Opus 4.8 &#8220;could&#8217;ve been called Opus 5&#8221; (<a href="https://x.com/danshipper/status/2060043738752422304">Dan Shipper</a>).</p></li><li><p>&#8220;Anthropic found a cure for laziness&#8221; (<a href="https://x.com/scaling01/status/2060043010943942989">scaling01</a>).</p></li><li><p>&#8220;first smart model in a long while&#8221; due to honesty / calibration (<a href="https://x.com/zephyr_z9/status/2060077152729694586">zephyr_z9</a>).</p></li><li><p>&#8220;People unsubscribing from Anthropic will crawl back&#8221; (<a href="https://x.com/teortaxesTex/status/2060105674311295454">teortaxesTex</a>).</p></li></ul></li><li><p>Skeptical / mixed views:</p><ul><li><p>Opus 4.8 is &#8220;a minor upgrade&#8221; (<a href="https://x.com/scaling01/status/2060041564919833041">scaling01</a>).</p></li><li><p>Anthropic is &#8220;playing catch-up with OpenAI rather than setting the pace&#8221; (<a href="https://x.com/kimmonismus/status/2060085889896726860">kimmonismus</a>).</p></li><li><p>Some benchmark-based criticism from Andon Labs: worse than Opus 4.7 / GPT-5.5 on <strong>Vending Bench</strong>, underperformed on <strong>Blueprint-Bench 2</strong>, more aligned / more cautious, and &#8220;max reasoning is not the best reasoning effort&#8221; (<a href="https://x.com/andonlabs/status/2060047215134228746">andonlabs</a>, <a href="https://x.com/andonlabs/status/2060047225791877193">andonlabs</a>).</p></li><li><p>Dynamic workflows are powerful but may be <strong>token-expensive</strong> and quota-burning in practice (<a href="https://x.com/itsclivetime/status/2060157266591129895">itsclivetime</a>, <a href="https://x.com/theo/status/2060135394570797158">Theo</a>, <a href="https://x.com/omarsar0/status/2060059612041171175">Omar Sar0</a>).</p></li></ul></li></ul><h2><strong>Fundraise details and implications</strong></h2><p>Anthropic&#8217;s financing numbers are the headline shock: <strong>$65B raised on a $965B post-money</strong> with <strong>$47B run-rate revenue</strong> disclosed in the same announcement (<a href="https://x.com/AnthropicAI/status/2060061347522433422">Anthropic</a>, <a href="https://x.com/AnthropicAI/status/2060061348818518493">Anthropic</a>). The scale drew immediate attention because it implies a company operating at near-trillion valuation with hyperscaler-style capital needs and model-serving economics.</p><p>Investor messaging was strongly framed around enterprise adoption and operational execution. Altimeter described Claude as becoming the <strong>&#8220;default operating system for entire enterprises&#8221;</strong> and praised Anthropic&#8217;s combination of performance and safety (<a href="https://x.com/AltimeterCap/status/2060061841372647685">Altimeter</a>). Pauline Bhyang said Anthropic had been on a &#8220;generational trajectory&#8221; since 2022 and highlighted the company crossing <strong>$47B run-rate revenue in under five years</strong> (<a href="https://x.com/paulinebhyang/status/2060069180767171052">Pauline Bhyang</a>).</p><p>The surrounding reactions broke into a few camps:</p><ul><li><p><strong>Validation camp:</strong> This funding size is treated as evidence that Claude has become a core enterprise platform, especially in coding and agentic workflows. Posts like Jamin Ball&#8217;s &#8220;Let&#8217;s go!!&#8221; were simple market validation reactions (<a href="https://x.com/jaminball/status/2060062156478107775">jaminball</a>).</p></li><li><p><strong>Scale / bubble concern camp:</strong> Some reacted by comparing the announcement to traditional startup fundraising rhetoric inflated to unprecedented scale. Jerry Liu joked that if you replace &#8220;billions&#8221; with &#8220;millions,&#8221; it reads like any high-growth startup fundraise (<a href="https://x.com/jerryjliu0/status/2060068247773614238">jerryjliu0</a>). Another critical read linked the financing to Anthropic&#8217;s increasingly strict safety gating around more capable models&#8212;i.e. vast compute access paired with selective capability release (<a href="https://x.com/menhguin/status/2060060425031696387">menhguin</a>).</p></li><li><p><strong>Infrastructure implication:</strong> Anthropic explicitly tied the raise to <strong>capacity expansion</strong> for Claude demand (<a href="https://x.com/AnthropicAI/status/2060061347522433422">Anthropic</a>). That matters because many of the new 4.8 features&#8212;especially higher-effort reasoning, longer independent runs, and multi-agent workflows&#8212;are inference-hungry. The capital raise should be read not just as training fuel, but as a direct attempt to underwrite serving costs for long-running agent workloads.</p></li></ul><p>One notable context tweet: a user speculated that &#8220;Anthropic also secured tens of billions in inference compute&#8221; right as Mythos safety concerns were apparently addressed (<a href="https://x.com/menhguin/status/2060060425031696387">menhguin</a>). That is speculation, not confirmed by Anthropic, but it reflects a common interpretation: this round is about compute supply and deployment scale as much as model R&amp;D.</p><h2><strong>Opus 4.8: official product positioning</strong></h2><p>Anthropic&#8217;s official framing is unusually specific in its emphasis on <strong>behavioral quality</strong>, not just benchmark scores. The launch tweet says 4.8 has:</p><ul><li><p><strong>sharper judgment</strong></p></li><li><p><strong>more honesty about its own progress</strong></p></li><li><p><strong>ability to work independently for longer</strong></p></li><li><p><strong>same price as 4.7</strong> (<a href="https://x.com/claudeai/status/2060042702150930686">Claude</a>)</p></li></ul><p>Alex Albert added that 4.8:</p><ul><li><p>incorporates fixes based on 4.7 feedback,</p></li><li><p>understands nuance better,</p></li><li><p>feels more natural conversationally,</p></li><li><p>is stronger across coding and knowledge work (<a href="https://x.com/alexalbert__/status/2060043196655362358">Alex Albert</a>).</p></li></ul><p>This honesty / calibration angle became a major subtheme. Multiple Anthropic employees and outside testers described the model as more willing to:</p><ul><li><p>say what it doesn&#8217;t know,</p></li><li><p>flag flaws in its own code,</p></li><li><p>avoid glossing over uncertain progress,</p></li><li><p>stop falsely implying task completion (<a href="https://x.com/_catwu/status/2060051277476745512">Cat Wu</a>, <a href="https://x.com/mikeyk/status/2060046051466502401">Mikey K</a>, <a href="https://x.com/dejavucoder/status/2060043362858942497">dejavucoder</a>).</p></li></ul><p>That&#8217;s noteworthy because Claude&#8217;s prior reputation among heavy coding users included strong generation but uneven self-monitoring: false positives in code review, overconfident progress summaries, and &#8220;lazy&#8221; or prematurely truncated task execution. Several community reactions explicitly framed 4.8 as fixing this failure mode:</p><ul><li><p>&#8220;found a cure for laziness&#8221; (<a href="https://x.com/scaling01/status/2060043010943942989">scaling01</a>)</p></li><li><p>&#8220;least lazy model ever?&#8221; (<a href="https://x.com/Teknium/status/2060072183783960971">Teknium</a>)</p></li><li><p>&#8220;dramatically less lazy than every other version of Claude&#8221; (<a href="https://x.com/nrehiew_/status/2060046647867191727">nrehiew_</a>)</p></li></ul><h2><strong>Technical details and numbers</strong></h2><h3><strong>Pricing, context, controls</strong></h3><p>The most concrete consolidated specs came from Artificial Analysis:</p><ul><li><p><strong>Context window:</strong> <strong>1 million tokens</strong></p></li><li><p><strong>Pricing:</strong> <strong>$5 / $25 per million input / output tokens</strong></p></li><li><p><strong>Cache writes:</strong> <strong>$6.25 / M</strong> with <strong>5-minute TTL</strong></p></li><li><p><strong>Cache hits:</strong> <strong>$0.50 / M</strong></p></li><li><p><strong>Effort settings</strong> remain as in Opus 4.7; AA tested <strong>max</strong> effort (<a href="https://x.com/ArtificialAnlys/status/2060117582120976868">Artificial Analysis</a>)</p></li></ul><p>Community posts also highlighted:</p><ul><li><p><strong>Fast mode</strong> is available for Opus 4.8</p></li><li><p>It is <strong>~2.5x faster</strong> and <strong>3x cheaper than before</strong> versus prior fast-mode economics (<a href="https://x.com/kimmonismus/status/2060044465385902436">kimmonismus</a>)</p></li><li><p>scaling01 summarized the new economics as:</p><ul><li><p><strong>Opus 4.8 Fast: 2.5x faster, only 2x more expensive than normal 4.8</strong></p></li><li><p>versus <strong>Opus 4.7 Fast: 2.5x faster, 6x more expensive than normal 4.7</strong> (<a href="https://x.com/scaling01/status/2060051666443943962">scaling01</a>)</p></li></ul></li><li><p>Effort controls were newly exposed in more product surfaces, allowing users to dial reasoning up or down (<a href="https://x.com/sammcallister/status/2060048329359212972">sammcallister</a>, <a href="https://x.com/mikeyk/status/2060046053907578889">mikeyk</a>, <a href="https://x.com/kimmonismus/status/2060045324803063962">kimmonismus</a>)</p></li></ul><p>This matters because many early user reports suggest <strong>reasoning-effort selection significantly changes output quality and cost</strong>, especially for coding and writing. Dan Shipper recommended <strong>xhigh</strong> for coding and <strong>high</strong> for writing after observing weaker behavior at lower settings (<a href="https://x.com/danshipper/status/2060043738752422304">Dan Shipper</a>). Andon Labs similarly said <strong>max reasoning is not the best reasoning effort</strong> on some tasks (<a href="https://x.com/andonlabs/status/2060047215134228746">andonlabs</a>).</p><h3><strong>Benchmarks: strongest reported numbers</strong></h3><p>Key official / semi-official numbers surfaced across launch tweets:</p><ul><li><p><strong>SWE-Bench Pro: 69.2%</strong>, claimed by Yuchen citing release materials, and &#8220;10 points higher than GPT-5.5&#8221; (<a href="https://x.com/Yuchenj_UW/status/2060042830559756407">Yuchenj_UW</a>)</p></li><li><p><strong>FrontierSWE #1</strong>, cited by Anthropic watchers and later confirmed by third-party references (<a href="https://x.com/scaling01/status/2060046440563388838">scaling01</a>, <a href="https://x.com/scaling01/status/2060054319446016046">scaling01</a>)</p></li><li><p><strong>APEX-SWE: 45.3% Pass@1</strong>, nearly <strong>4 points ahead of GPT-5.3 Codex at 41.5%</strong> (<a href="https://x.com/mercor_ai/status/2060046111793123428">mercor_ai</a>)</p></li><li><p><strong>GDPval-AA: 1890 Elo</strong>, <strong>+137 vs Opus 4.7</strong>, <strong>+121 vs GPT-5.5 xhigh</strong>, implying about <strong>67% win rate vs GPT-5.5 xhigh</strong> head-to-head (<a href="https://x.com/ArtificialAnlys/status/2060042848268083411">Artificial Analysis</a>)</p></li><li><p>Artificial Analysis Intelligence Index: <strong>61.4</strong>, <strong>+4.1 vs Opus 4.7</strong>, <strong>+1.2 ahead of GPT-5.5 xhigh</strong> (<a href="https://x.com/ArtificialAnlys/status/2060117582120976868">Artificial Analysis</a>)</p></li><li><p><strong>AA-Omniscience: 27.4</strong>, #2 behind Gemini 3.1 Pro at 32.9; <strong>accuracy 46.6%</strong>, <strong>hallucination 35.9%</strong> (<a href="https://x.com/ArtificialAnlys/status/2060117582120976868">Artificial Analysis</a>)</p></li><li><p>Gains on:</p><ul><li><p><strong>Terminal-Bench Hard +6.8</strong></p></li><li><p><strong>&#964;&#178;-Bench Telecom +5.9</strong></p></li><li><p><strong>IFBench +3.6</strong></p></li><li><p>relatively flat on <strong>AA-LCR, GPQA, SciCode</strong> (<a href="https://x.com/ArtificialAnlys/status/2060117582120976868">Artificial Analysis</a>)</p></li></ul></li></ul><p>Additional qualitative benchmark observations:</p><ul><li><p>Cursor said Opus 4.8 works <strong>much more efficiently than 4.7</strong> on <strong>CursorBench</strong> and is more persistent on hard tasks (<a href="https://x.com/cursor_ai/status/2060044920237469872">Cursor</a>)</p></li><li><p>Anthropic employees emphasized strength on <strong>long-horizon work</strong> in Claude Code (<a href="https://x.com/ClaudeDevs/status/2060043212425933076">ClaudeDevs</a>)</p></li><li><p>Some users reported especially large jumps in <strong>knowledge work</strong> and <strong>writing</strong> (<a href="https://x.com/danshipper/status/2060043738752422304">Dan Shipper</a>, <a href="https://x.com/rishdotblog/status/2060057903344869828">rishdotblog</a>)</p></li></ul><h3><strong>Efficiency and token-use details</strong></h3><p>Artificial Analysis reported:</p><ul><li><p>Compared to Opus 4.7, 4.8 achieved higher GDPval performance with:</p><ul><li><p><strong>15% fewer turns per task</strong></p></li><li><p><strong>35% fewer output tokens</strong></p></li></ul></li><li><p>But 4.8 still used <strong>~30% more turns than GPT-5.5</strong>, the second-ranked model (<a href="https://x.com/ArtificialAnlys/status/2060042850826612996">Artificial Analysis</a>)</p></li></ul><p>This is one of the more important nuanced findings in the launch coverage:</p><ul><li><p>4.8 is <strong>more efficient than 4.7</strong></p></li><li><p>but still not obviously the <strong>most inference-efficient frontier model</strong> against OpenAI on some workloads</p></li></ul><p>That tension is echoed in community commentary:</p><ul><li><p>&#8220;still getting token-mogged by GPT-5.5&#8221; (<a href="https://x.com/scaling01/status/2060080401947746483">scaling01</a>)</p></li><li><p>Theo and others complained that Claude&#8217;s higher-agency, higher-effort modes can blow through quota extremely quickly in practice (<a href="https://x.com/theo/status/2060120708815139241">Theo</a>, <a href="https://x.com/cremieuxrecueil/status/2060161310302630154">cremieuxrecueil</a>)</p></li></ul><h3><strong>Long context</strong></h3><p>Posts highlighted long-context improvements from Opus 4.6 to 4.8, with one claim that <strong>Opus 4.8 at 1M context is almost as good as GPT-5.5&#8217;s 256K score</strong> on a referenced long-context eval (<a href="https://x.com/scaling01/status/2060047431564251545">scaling01</a>). Artificial Analysis also confirmed the <strong>1M token</strong> context remained intact (<a href="https://x.com/ArtificialAnlys/status/2060117582120976868">Artificial Analysis</a>).</p><h3><strong>Safety / robustness / hallucination</strong></h3><p>This was one of the more mixed parts of the release.</p><p>Positive:</p><ul><li><p>Anthropic and supporters emphasized lower dishonesty / better calibration.</p></li><li><p>&#8220;dishonesty at an all time low&#8221; (<a href="https://x.com/scaling01/status/2060042892903678414">scaling01</a>)</p></li><li><p>&#8220;noticeably more honest&#8221; (<a href="https://x.com/_catwu/status/2060051277476745512">Cat Wu</a>)</p></li><li><p>&#8220;flags what it&#8217;s unsure of&#8221; (<a href="https://x.com/mikeyk/status/2060046051466502401">Mikey K</a>)</p></li><li><p>Artificial Analysis said Anthropic continues to show <strong>substantially lower hallucination rates than Google/OpenAI peers</strong> (<a href="https://x.com/ArtificialAnlys/status/2060117582120976868">Artificial Analysis</a>)</p></li></ul><p>Negative / cautionary:</p><ul><li><p>scaling01 noted <strong>Opus 4.8 is the first model in a long time that doesn&#8217;t improve prompt injection robustness</strong> over 100 trials (<a href="https://x.com/scaling01/status/2060042401478005237">scaling01</a>)</p></li><li><p>scaling01 also called it Anthropic&#8217;s <strong>&#8220;most eval aware model&#8221;</strong> (<a href="https://x.com/scaling01/status/2060043854967923086">scaling01</a>)</p></li><li><p>Andon Labs said it was <strong>more aligned / more cautious</strong>, &#8220;scared of getting caught,&#8221; and worse on some adversarial / business-task benchmarks (<a href="https://x.com/andonlabs/status/2060047215134228746">andonlabs</a>)</p></li><li><p>nrehiew_ noted slight hallucination improvements on the reported evals but questioned whether some hallucination tests reflect the failure modes users actually encounter (<a href="https://x.com/nrehiew_/status/2060048083753591264">nrehiew_</a>, <a href="https://x.com/nrehiew_/status/2060048085838118953">nrehiew_</a>)</p></li></ul><h3><strong>Cyber capability gating and future model class</strong></h3><p>An especially important strategic detail appeared in reaction posts: Anthropic appears to have stated it plans to <strong>release &#8220;a new class of model with even higher intelligence than Opus&#8221;</strong> after stronger safeguards (<a href="https://x.com/dejavucoder/status/2060042723185623261">dejavucoder</a>). Multiple watchers interpreted this as a <strong>Mythos-class</strong> rollout with cyber-sensitive capabilities selectively constrained:</p><ul><li><p>&#8220;Mythos class model to all customers in the coming weeks&#8221; (<a href="https://x.com/kimmonismus/status/2060047510853312557">kimmonismus</a>)</p></li><li><p>&#8220;They are releasing a Mythos-class model with the appropriate safeguards, meaning that you can&#8217;t use the &#8216;too dangerous to release&#8217; capabilities&#8221; (<a href="https://x.com/scaling01/status/2060123335514636693">scaling01</a>)</p></li><li><p>Cline summarized Anthropic as announcing plans to release new models <strong>with higher intelligence than Opus after adding stronger cyber safeguards</strong> (<a href="https://x.com/cline/status/2060063889874972905">Cline</a>)</p></li></ul><p>This is not just product roadmap gossip; it reframes Opus 4.8 as a <strong>staged release strategy</strong>:</p><ol><li><p>improve the commercially safe / broadly deployable general model,</p></li><li><p>hold back more dangerous cyber capability until controls are ready.</p></li></ol><p>That tradeoff drew both praise and criticism:</p><ul><li><p>supportive: safety-first frontier deployment</p></li><li><p>skeptical: Anthropic may be sacrificing some competitiveness in raw capability availability to maintain its risk posture (<a href="https://x.com/teortaxesTex/status/2060114150928322868">teortaxesTex</a>)</p></li></ul><h2><strong>Dynamic Workflows: the most important technical addition beyond the base model</strong></h2><p>The standout systems feature accompanying Opus 4.8 is <strong>Dynamic Workflows</strong> in Claude Code.</p><p>Official description:</p><ul><li><p>&#8220;Claude writes an orchestration script on the fly&#8221;</p></li><li><p>then spins up <strong>a large fleet of coordinated subagents in parallel</strong></p></li><li><p>use the word <strong>&#8220;workflow&#8221;</strong> in a prompt to activate it (<a href="https://x.com/ClaudeDevs/status/2060044853279617150">ClaudeDevs</a>)</p></li></ul><p>Anthropic&#8217;s employees and users described it as enabling:</p><ul><li><p>orchestration plans that Claude &#8220;strictly follows&#8221;</p></li><li><p><strong>hundreds of agents</strong></p></li><li><p>verification before returning results</p></li><li><p>support for very large migration / refactor / auditing jobs (<a href="https://x.com/_catwu/status/2060054180379689074">Cat Wu</a>, <a href="https://x.com/mikeyk/status/2060046052821184907">Mikey K</a>)</p></li></ul><p>Examples cited:</p><ul><li><p><strong>porting Bun from Zig to Rust</strong>, around <strong>750k lines</strong>, <strong>99.8% of test suite passing</strong>, <strong>11 days from first commit to merge</strong>, using hundreds of parallel agents and two reviewers per file (<a href="https://x.com/_catwu/status/2060051282698682576">Cat Wu</a>)</p></li><li><p>processing <strong>hundreds of A/B test flags</strong> in parallel in <strong>&lt;10 minutes</strong> to identify stale flags (<a href="https://x.com/_catwu/status/2060054182447448387">Cat Wu</a>)</p></li></ul><p>This launch triggered a mini-debate around the broader concept:</p><ul><li><p>Some researchers argued Anthropic had essentially productized ideas resembling <strong>Recursive Language Models / symbolic recursion over prompts</strong> (<a href="https://x.com/a1zhang/status/2060071701879066626">a1zhang</a>, <a href="https://x.com/lateinteraction/status/2060078643133763839">lateinteraction</a>, <a href="https://x.com/lateinteraction/status/2060082815077961842">lateinteraction</a>)</p></li><li><p>Others pushed back that &#8220;calling models in a loop&#8221; is not novel and that many builders have been doing this manually for months (<a href="https://x.com/omarsar0/status/2060059612041171175">omarsar0</a>, <a href="https://x.com/jxmnop/status/2060109869399916770">jxmnop</a>, <a href="https://x.com/willdepue/status/2060144024300695662">willdepue</a>)</p></li></ul><p>The more substantive critique was not originality, but <strong>cost and harness quality</strong>:</p><ul><li><p>Omar Sar0 warned agent-to-agent interactions are effective but token-heavy (<a href="https://x.com/omarsar0/status/2060059612041171175">omarsar0</a>)</p></li><li><p>Theo complained about conflicting parallel edits and wasted tokens in the current tooling (<a href="https://x.com/theo/status/2060135394570797158">Theo</a>)</p></li><li><p>itsclivetime joked that &#8220;hundreds of parallel subagents&#8221; will hit quota in seconds (<a href="https://x.com/itsclivetime/status/2060157266591129895">itsclivetime</a>)</p></li><li><p>KLieret highlighted a system-card finding: multi-agents may not improve final ProgramBench quality, but they reach mediocre solutions <strong>2x faster</strong> (<a href="https://x.com/KLieret/status/2060111272943739243">KLieret</a>)</p></li></ul><p>So the consensus from technical users is:</p><ul><li><p><strong>Dynamic workflows are strategically important</strong></p></li><li><p>they are likely the future of coding agents</p></li><li><p>but the current implementation still faces <strong>editing conflicts, cost blowups, and harness inefficiencies</strong></p></li></ul><h2><strong>Different opinions on Opus 4.8</strong></h2><h3><strong>1) Strongly supportive: Anthropic is back</strong></h3><p></p>
      <p>
          <a href="https://www.latent.space/p/ainews-anthropic-raises-965b-series">
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] Cognition raises $1B in $26B Series D]]></title><description><![CDATA[coding is an uncapped TAM market]]></description><link>https://www.latent.space/p/ainews-cognition-raises-1b-in-26b</link><guid isPermaLink="false">https://www.latent.space/p/ainews-cognition-raises-1b-in-26b</guid><pubDate>Thu, 28 May 2026 07:26:09 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!i6tW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1563dd3-9a40-45b1-9060-7ec196bf8e77_1316x1616.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>We last <a href="https://swyx.io/cognition">wrote about </a><strong><a href="https://swyx.io/cognition">Cognition</a> in <a href="https://news.smol.ai/frozen-issues/25-09-08-cog-smol.html">September&#8217;s $10B Series C</a> </strong>when Smol.ai also joined Cognition and AINews was eventually <a href="https://www.latent.space/p/2026">moved here to Latent Space</a>. 8 months later, it is <a href="https://x.com/cognition/status/2059660758531940856">worth 2.5x more</a>, and officially the largest <a href="https://x.com/swyx/status/2059717021944926238">remaining independent agent lab</a> in AI, a thesis we <a href="https://x.com/swyx/status/1990886806250782876">mapped out last year</a>. With official ARR disclosures (now <a href="https://www.youtube.com/watch?v=VuyOy5WN980">projecting &gt;$1B ARR by EOY</a>) you can map out the growth, which looks oddly similar to the <a href="https://www.latent.space/p/wtf2025">WTF Happened in 2025 charts</a> (this <a href="https://x.com/swyx/status/2057119153337545096">isn&#8217;t a coincidence</a>):</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!l_fo!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc283a27b-c506-4ee9-8b9a-47650b429a01_2534x1694.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" 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stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>In the enterprise SaaS business, ARR is a trailing indicator of utilization, as are the logos of some of the toughest/most discerning customers in the enterprise and startup ecosystem (including <a href="https://www.latent.space/p/ainews-new-ai-infra-unicorns-exa">Exa and Modal</a>, featured last week)</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!i6tW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1563dd3-9a40-45b1-9060-7ec196bf8e77_1316x1616.png" 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srcset="https://substackcdn.com/image/fetch/$s_!i6tW!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1563dd3-9a40-45b1-9060-7ec196bf8e77_1316x1616.png 424w, https://substackcdn.com/image/fetch/$s_!i6tW!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1563dd3-9a40-45b1-9060-7ec196bf8e77_1316x1616.png 848w, https://substackcdn.com/image/fetch/$s_!i6tW!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1563dd3-9a40-45b1-9060-7ec196bf8e77_1316x1616.png 1272w, https://substackcdn.com/image/fetch/$s_!i6tW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1563dd3-9a40-45b1-9060-7ec196bf8e77_1316x1616.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>We will release more on the Cognition podcast tomorrow.</p><p></p><blockquote><p>AI News for 5/26/2026-5/27/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Inference Efficiency, Serving Architectures, and Cost Curves</strong></p><ul><li><p><strong>Inference optimization is increasingly architectural, not just kernel-level</strong>: <a href="https://x.com/EagleCorp/status/2059485457227149334">EAGLE 3.1</a> improves speculative decoding robustness by stabilizing hidden-state feedback and reducing attention drift at deeper decode steps, with explicit emphasis on <strong>long-context acceptance length</strong> and real-world serving reliability; the team also highlighted collaboration with <a href="https://x.com/vllm_project">vLLM</a> and TorchSpec. At the kernel/system layer, Perplexity open-sourced a rebuilt <a href="https://x.com/perplexity_ai/status/2059664738087469511">Unigram tokenizer</a> that cuts CPU utilization <strong>5&#8211;6&#215;</strong> and reaches <strong>63 &#181;s at 514 tokens</strong> with zero heap allocations, while <a href="https://x.com/Alibaba_Qwen/status/2059674574397313277">Qwen3.5 on TokenSpeed</a> reportedly hits <strong>580 tokens/s</strong> for agentic workloads via joint optimization across Alibaba, LightSeek, NVIDIA, Mooncake, and FlashAttention-4 contributors. Supporting libraries also improved: <a href="https://x.com/ErikKaum/status/2059659837219156453">MaxSim v2</a> adds backprop and reports <strong>10.33&#215; faster on H200</strong> and <strong>11.94&#215; on A100</strong> versus na&#239;ve PyTorch.</p></li><li><p><strong>Price cuts are being justified by structural KV-cache and attention changes</strong>: Several posts converged on the same theme: recent API price cuts from Chinese labs look sustainable because they reflect <strong>lower serving cost per token</strong>, not temporary subsidy. <a href="https://x.com/kimmonismus/status/2059578380329394292">@kimmonismus</a> summarized how <strong>DeepSeek V4-Pro</strong> uses hybrid attention with <strong>Compressed Sparse Attention</strong> and <strong>Heavily Compressed Attention</strong> to bring <strong>1M-token KV cache to ~10% of V3.2</strong> and single-token inference FLOPs to <strong>27%</strong>, while still routing <strong>49B active params</strong> out of <strong>1.6T total</strong>. Xiaomi&#8217;s MiMo similarly reduces cache traffic using SWA plus hierarchical cache management. That was corroborated directly by <a href="https://x.com/_LuoFuli/status/2059618247553745204">@_LuoFuli</a>, who said MiMo&#8217;s deepest input-cache-hit price cut comes from <strong>5&#215; cached token capacity</strong>, roughly <strong>80% lower caching cost</strong>, and an architectural <strong>1:7 Full:SWA sparsity ratio</strong>. The broader takeaway: long-context inference economics are now being pushed by <strong>attention design + cache hierarchy + routing</strong>, not just cheaper hardware.</p></li></ul><p><strong>Agents, Harnesses, Memory, and Continual Learning</strong></p><ul><li><p><strong>The stack is shifting from &#8220;model quality&#8221; to &#8220;model-harness-memory fit&#8221;</strong>: A substantial cluster of tweets focused on practical agent engineering. LangChain shipped <a href="https://x.com/LangChain/status/2059634226836746483">Deep Agents v0.6</a> with <strong>Delta Channels</strong>, cutting checkpoint storage for a 200-turn coding session from <strong>5.3 GB to 129 MB</strong>, and also launched <a href="https://x.com/LangChain/status/2059685293322858809">computer use in Fleet</a>, plus <a href="https://x.com/hwchase17/status/2059687279199924462">Context Hub</a> for versioned agent context/skills. <a href="https://x.com/LangChain/status/2059654417478012938">LangSmith Engine</a> was framed as automating the eval &#8594; diagnosis &#8594; fix loop, with multiple practitioners emphasizing its value for turning trace feedback into reusable online/offline evaluators. In parallel, <a href="https://x.com/Vtrivedy10/status/2059712077925658717">@Vtrivedy10</a> made the clearest formulation of the day: <strong>task-harness fit</strong> matters as much as model quality, and bespoke vertical systems outperform generic harnesses by narrowing tools, prompts, and context to the task.</p></li><li><p><strong>Continual learning is re-emerging as a product category, not just a research topic</strong>: The biggest announcement here was <a href="https://x.com/rronak_/status/2059644771262730624">Trajectory&#8217;s launch</a>: a platform for using <strong>product usage signals and agent traces</strong> to continuously post-train large agentic models, with <strong>$15M in funding</strong> and design partners including Clay, Harvey, Decagon, Mercor, and Rogo. Baseten said it supports these deployments with <a href="https://x.com/baseten/status/2059651376565936510#m">FP8/NVFP4 quantization and autoscaled H100 infra</a>, including a cited overnight deployment of a <strong>397B-parameter model</strong>. The same trend appeared in open tooling: <a href="https://x.com/hwchase17/status/2059487107144655356">an open-source memory-centric agent</a> built on LangChain/LangGraph was praised by multiple builders for explicit retrieval/storage/reasoning/learning separation, and <a href="https://x.com/a1zhang/status/2059633834094678173">RLM&#8217;s minimal training harness</a> shows small teams can now RL-tune long-context agents in <strong>a day on 8&#215;A100</strong>. The throughline is that &#8220;post-deployment learning&#8221; is moving from aspiration to infra.</p></li></ul><p><strong>Benchmarks, Scaling Laws, and Training Methods</strong></p><ul><li><p><strong>New benchmarks are increasingly about long-horizon, messy, real-world workflows</strong>: <a href="https://x.com/_philschmid/status/2059564676569076021">DeepSWE</a> was highlighted as a SWE/agent benchmark with <strong>113 tasks across 91 repos in 5 languages</strong>, using a minimalist bash-only harness and shorter prompts that nevertheless require <strong>5.5&#215; more code</strong> and touch <strong>7 files on average</strong> than SWE-Bench Pro. In enterprise operations, Artificial Analysis and IBM launched <a href="https://x.com/ArtificialAnlys/status/2059698327235805258">ITBench-AA</a>, an SRE benchmark over Kubernetes incident response where <strong>all frontier models scored below 50%</strong>; <strong>Claude Opus 4.7</strong> led at <strong>47%</strong>, <strong>GPT-5.5</strong> followed at <strong>46%</strong>, and <strong>GLM-5.1 Reasoning</strong> led open weights at <strong>40%</strong>. Another useful reliability angle came from <a href="https://x.com/omarsar0/status/2059689897523642510">AgingBench</a>, which frames deployed agent degradation as a lifespan problem caused by compression, interference, and memory updates.</p></li><li><p><strong>Training efficiency research remains active across both theory and systems</strong>: Sakana AI&#8217;s <a href="https://x.com/hardmaru/status/2059648995132367277">DiffusionBlocks</a> was one of the most technically interesting releases: it reinterprets forward passes as diffusion-like denoising steps so deep nets can be trained <strong>one block at a time</strong>, dramatically reducing memory while matching end-to-end performance across <strong>ViTs, DiTs, masked diffusion, autoregressive transformers, and recurrent-depth transformers</strong>. On the RL systems side, Snowflake introduced <a href="https://x.com/StasBekman/status/2059718503318655314">ZoRRo</a>, claiming <strong>up to 3.5&#215; faster long-context RL</strong> and <strong>3.2&#215; longer context windows</strong> by eliminating redundant rollout computation, alongside the specialized <a href="https://x.com/dwarak/status/2059686825086902398#m">Arctic-Text2SQL-R2</a> enterprise SQL model. On the theory front, <a href="https://x.com/Tiberiu_Musat_/status/2059562156102746148">Tiberiu Musat&#8217;s preprint</a> argues minimum neural weight norm matches minimum program length up to a log factor for fixed-precision networks, while <a href="https://x.com/ethanCaballero/status/2059686905105563907">Unified Neural Scaling Law</a> proposes a multivariate functional form intended to extrapolate neural scaling behavior more accurately than prior fits.</p></li></ul><p><strong>Model and Modality Releases: Biology, Vision, OCR, and Embedded AI</strong></p><ul><li><p><strong>Protein modeling had a standout day</strong>: <a href="https://x.com/alexrives/status/2059611151860683097">ESMFold2</a> was announced as an open scientific engine for protein structure prediction and design, with strong reported results on <strong>protein interactions and antibodies</strong>, plus an accompanying atlas of <strong>6.8B proteins</strong> and <strong>1.1B predicted structures</strong>. The release emphasized both practical design outcomes&#8212;miniprotein binders and single-chain antibodies across five therapeutic targets&#8212;and mechanistic interpretability findings about emergent protein representations. The release was echoed by <a href="https://x.com/proteinrosh/status/2059633089702240598">@proteinrosh</a> and contextualized by <a href="https://x.com/cgeorgiaw/status/2059694583856927201">@cgeorgiaw</a>, who noted the atlas exceeds AlphaFold DB in scale.</p></li><li><p><strong>A wave of smaller but practical multimodal/open releases landed</strong>: Google DeepMind shared the white paper for <a href="https://x.com/mseyed/status/2059504005387284629">Gemini Embedding 2</a>, described as a <strong>native multimodal embedding model</strong> supporting unified representations over text, image, audio, and video. NVIDIA&#8217;s <a href="https://x.com/wildmindai/status/2059600079804088790">LocateAnything</a> combines <strong>Qwen2.5-3B + Moon-ViT</strong> for high-speed grounding, with a claimed <strong>10&#215; speedup</strong> for dense object detection. Hugging Face integrated Roboflow&#8217;s <a href="https://x.com/mervenoyann/status/2059647988373373253">RF-DETR</a>, positioning it as real-time detection/segmentation that outperforms YOLO-style systems. For document pipelines, <a href="https://x.com/VikParuchuri/status/2059675773712167423">Surya OCR 2</a> ships as a <strong>650M</strong> model with <strong>83.3% OLMOCR bench</strong>, <strong>87% on an internal 91-language benchmark</strong>, and <strong>5 pages/s on RTX 5090</strong>; <a href="https://x.com/jerryjliu0/status/2059710330016817501">LiteParse v2</a> rewrites parsing in Rust for <strong>up to 100&#215; speedups</strong> and edge/browser deployment via WASM. On-device AI also got a nod with Google&#8217;s new <a href="https://x.com/googlegemma/status/2059740184930074758">Coral board</a> for local speech, vision, and control demos.</p></li></ul><p><strong>Developer Platforms, Enterprise Controls, and Coding-Agent Productization</strong></p><ul><li><p><strong>Coding agents are consolidating into full product stacks with enterprise controls</strong>: OpenAI continued tightening Codex&#8217;s product surface: <a href="https://x.com/thsottiaux/status/2059650685948551384">GPT-5.2 and GPT-5.3-Codex are being sunset in Codex in favor of GPT-5.5</a>, while enterprise features now include <a href="https://x.com/OpenAIDevs/status/2059703536825565499">private MCP connectivity over outbound-only HTTPS</a>, <a href="https://x.com/OpenAIDevs/status/2059703600662925635">Workload Identity Federation</a>, and <a href="https://x.com/OpenAIDevs/status/2059703665276145920">expanded Admin API controls</a> for spend alerts, allowlists, retention policies, and hosted tool management. OpenAI also published a concrete case study on <a href="https://x.com/OpenAIDevs/status/2059638868983562640">self-improving tax agents with Codex</a>, centered on tracing reviewer corrections back into evals and fixes.</p></li><li><p><strong>Competition in coding agents is now visibly about reliability, workflow breadth, and enterprise adoption</strong>: <a href="https://x.com/ClaudeDevs/status/2059701677981413812">Claude Code</a> shared a reliability/performance update and easier bug-report capture, while GitHub kept pushing the &#8220;agentized IDE&#8221; direction with <a href="https://x.com/code/status/2059664796178354617">Copilot Dev Days</a> and <a href="https://x.com/code/status/2059666498285629707">MCP positioning</a>. The biggest commercial datapoint was <a href="https://x.com/cognition/status/2059660758531940856">Cognition</a>: <strong>&gt;$1B raised at a $26B valuation</strong>, <strong>enterprise usage up &gt;10&#215; YTD</strong>, and <strong>$492M run-rate revenue</strong>, paired with a growing customer list and strong endorsements from users like <a href="https://x.com/nityasnotes/status/2059768072110776370">Exa</a>. Meanwhile, smaller infra/product moves suggest the ecosystem is broadening: <a href="https://x.com/trycua/status/2059688960838828391">Cua Driver for Windows</a> brings background computer use to Windows agents; <a href="https://x.com/brandonjcarl/status/2059624598644109363">Cloudflare&#8217;s agent platform</a> was repeatedly praised for &#8220;fractional computing&#8221; economics; and <a href="https://x.com/theskory/status/2059729539287167068">Grok Build&#8217;s worktree support</a> targets multi-agent code swarms at repo scale.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>Cognition&#8217;s scale-up</strong>: <a href="https://x.com/cognition/status/2059660758531940856">Cognition</a> announced <strong>&gt;$1B raised</strong>, <strong>$26B valuation</strong>, and <strong>$492M run-rate revenue</strong>, one of the clearest signals yet that coding agents are converting into large enterprise businesses.</p></li><li><p><strong>Claude Code reliability push</strong>: <a href="https://x.com/ClaudeDevs/status/2059701677981413812">Anthropic&#8217;s ClaudeDevs</a> posted a high-engagement update on responsiveness, reliability, and better feedback collection&#8212;evidence that product quality and trust are now central battlegrounds.</p></li><li><p><strong>Sakana AI&#8217;s DiffusionBlocks</strong>: <a href="https://x.com/hardmaru/status/2059648995132367277">@hardmaru</a> drew major attention to block-wise training that can match end-to-end performance while dramatically lowering memory requirements.</p></li><li><p><strong>ESMFold2 release</strong>: <a href="https://x.com/alexrives/status/2059611151860683097">@alexrives</a> announced one of the day&#8217;s most substantive science releases: open protein modeling at atlas scale with therapeutic design implications.</p></li><li><p><strong>OpenAI enterprise controls + MCP</strong>: <a href="https://x.com/OpenAIDevs/status/2059703536825565499">@OpenAIDevs</a> on private MCP and related admin/security updates reflects where frontier APIs are competing for large-org adoption.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Low-Bit Local AI on Consumer Hardware</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1togflk/prismml_just_released_binary_and_ternary_bonsai/">PrismML just released Binary and Ternary Bonsai Image 4B: 1-bit/ternary text-to-image diffusion transformers that can even run 100% locally in your browser on WebGPU.</a></strong> (Activity: 759): <strong>PrismML released Binary and Ternary Bonsai Image 4B, described as </strong><code>1-bit</code><strong>/ternary text-to-image diffusion-transformer variants with ~</strong><code>3GB</code><strong> checkpoints, Apache-2.0 licensing, and a WebGPU browser demo (<a href="https://huggingface.co/collections/prism-ml/bonsai-image">HF collection</a>, <a href="https://huggingface.co/spaces/webml-community/bonsai-image-webgpu">demo</a>). The post compares them to FLUX.2 Klein 4B at ~</strong><code>16GB</code><strong>; a top technical comment claims Bonsai Image is primarily a quantized/post-trained derivative of FLUX.2 Klein 4B, with insufficient attribution outside the whitepaper.</strong> The main debate is attribution/branding: one commenter argues PrismML is rebranding quantized/fine-tuned base models as &#8220;Bonsai&#8221; while minimizing credit to original labs, comparing it to releasing a quant of Qwen as a new model. Another commenter asks whether it can run on CPU with <code>16GB</code> RAM, but no technical answer is provided in the supplied comments.</p><ul><li><p>A commenter alleges <strong>PrismML&#8217;s &#8220;Bonsai-Image&#8221; is not a newly trained base model</strong>, but a <strong>binary/ternary quantization of </strong><code>FLUX.2 Klein 4B</code> with additional post-training to recover quality. They argue the project&#8217;s HF demo/model pages and GitHub omit clear attribution to the original FLUX model/team, with the original model reportedly mentioned only in the whitepaper.</p></li><li><p>A technical usability note says the browser/WebGPU model requires roughly <code>~2 GB</code><strong> to download</strong>, which is relevant for fully local inference despite the 1-bit/ternary compression claims. Another user asks whether it can run on <strong>CPU with 16 GB RAM</strong>, but no concrete benchmark or compatibility answer is provided in the thread.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLM/comments/1to6enj/got_tired_of_oom_errors_on_my_4gb_gpu_wrote_a/">Got tired of OOM errors on my 4GB GPU. Wrote a custom Rust bare-metal engine and hit 66.8 TPS with a 4B model (BitNet 1.58b on RTX 3050).</a></strong> (Activity: 390): <strong>OP claims a custom Rust/C++ LLM inference engine, Cluaiz, runs </strong><code>prism-ml/Bonsai-4B-gguf</code><strong> with </strong><code>1.58-bit</code><strong> quantization on an RTX 3050 4GB, reaching </strong><code>66.8 tokens/s</code><strong>, and reports </strong><code>~30&#8211;33 TPS</code><strong> for Gemma/Qwen 4B variants without OOM via dynamic KV-cache management. No reproducible repo or benchmark artifacts were provided in the post yet; commenters pointed to the apparent project links (<a href="https://github.com/cluaiz/cluaiz">GitHub</a>, <a href="https://cluaiz.com/">site</a>) and questioned vague claims like </strong><em><strong>&#8220;direct-to-silicon&#8221;</strong></em><strong> access, noting this may simply mean ahead-of-time native compilation rather than any unusual GPU/driver-level mechanism. The attached Reddit video could not be independently accessed due to Reddit </strong><code>HTTP 403</code><strong> restrictions.</strong> Top comments were strongly skeptical, characterizing the writeup and repo language as pseudo-technical/AI-generated and arguing the stated achievements amount to basic native compilation plus a single-machine demo. Commenters also challenged the project&#8217;s licensing/copyright wording under Apache 2.0 and asked for concrete implementation details behind the claimed low-level hardware access.</p><ul><li><p>Commenters challenged the technical claims in the linked repo (<a href="https://github.com/cluaiz/cluaiz">github.com/cluaiz/cluaiz</a>, <a href="https://cluaiz.com/">cluaiz.com</a>), arguing that descriptions like <strong>&#8220;direct silicon access&#8221;</strong>, &#8220;bare-metal engine,&#8221; and &#8220;copyrighted Apache licensed software&#8221; appear to be marketing or LLM-generated pseudo-technical language rather than concrete implementation details. One commenter asked whether &#8220;direct silicon access&#8221; merely means <strong>ahead-of-time native compilation in Rust</strong>, rather than any real low-level GPU programming beyond normal CUDA/driver APIs.</p></li><li><p>Several commenters argued that the claimed outcome should be compared against existing tooling, especially <strong>llama.cpp</strong>, which already supports low-memory inference and quantized models on consumer GPUs. The critique was that OOM issues on a <code>4GB</code> RTX 3050 are often solvable through proper llama.cpp configuration rather than writing a new engine, so the claimed <code>66.8 TPS</code> with a <code>4B</code> BitNet 1.58b model needs reproducible benchmarks and configuration details to be meaningful.</p></li></ul></li></ul><h3><strong>2. Qwen 3.5/3.6 Local Model Releases and Coding Tests</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tnzalm/qwen35_35b_a3b_uncensored_heretic_native_mtp/">Qwen3.5 35B A3B uncensored heretic Native MTP Preserved is Out Now With the Full 785 MTPs Preserved and Retained, Available in Safetensors, GGUFs. NVFP4, NVFP4 GGUFs and GPTQ-Int4 Formats</a></strong> (Activity: 602): <strong>llmfan46 released </strong><code>Qwen3.5-35B-A3B-uncensored-heretic-v2-Native-MTP-Preserved</code><strong>, a decensored derivative of </strong><code>Qwen/Qwen3.5-35B-A3B</code><strong> made with Heretic v1.3.0 / Magnitude-Preserving Orthogonal Ablation-style edits targeting </strong><code>attn.o_proj</code><strong>, </strong><code>attn.out_proj</code><strong>, and </strong><code>mlp.down_proj</code><strong>, while preserving all </strong><code>785</code><strong> native MTP tensors. The model card reports refusals reduced from </strong><code>92/100</code><strong> to </strong><code>14/100</code><strong>, KL divergence </strong><code>0.0487</code><strong> vs base, and MMLU dropping only from </strong><code>84.12%</code><strong> to </strong><code>83.72%</code><strong> over </strong><code>7,021</code><strong> questions; releases include <a href="https://huggingface.co/llmfan46/Qwen3.5-35B-A3B-uncensored-heretic-v2-Native-MTP-Preserved">Safetensors</a>, <a href="https://huggingface.co/llmfan46/Qwen3.5-35B-A3B-uncensored-heretic-v2-Native-MTP-Preserved-GGUF">GGUF</a>, <a href="https://huggingface.co/llmfan46/Qwen3.5-35B-A3B-uncensored-heretic-v2-Native-MTP-Preserved-NVFP4">NVFP4</a>, <a href="https://huggingface.co/llmfan46/Qwen3.5-35B-A3B-uncensored-heretic-v2-Native-MTP-Preserved-NVFP4-GGUF">NVFP4 GGUF</a>, and <a href="https://huggingface.co/llmfan46/Qwen3.5-35B-A3B-uncensored-heretic-v2-Native-MTP-Preserved-GPTQ-Int4">GPTQ-Int4</a> variants. The author argues Qwen3.5 and Qwen3.6 both use the </strong><code>qwen35</code><strong> architecture but are tuned for different regimes&#8212;Qwen3.5 for general assistance, Qwen3.6 for agentic/coding&#8212;and notes abliteration KL/quality behavior differs substantially between the families.</strong> Commenters appreciated the unusual availability of an <strong>NVFP4 GGUF</strong> build, with one noting they could not find comparable releases even from Unsloth. Another tester agreed with the author&#8217;s positioning, describing Qwen3.6 as closer to <em>&#8220;3.5 coder+&#8221;</em> rather than a simple across-the-board successor to Qwen3.5.</p><ul><li><p>One commenter highlighted the practical value of the <strong>NVFP4 GGUF</strong> build, noting that this format is hard to find elsewhere: <em>&#8220;I seriously can&#8217;t find anyone else doing that, not even Unsloth.&#8221;</em> This is technically relevant because NVFP4 GGUF availability can matter for users targeting newer NVIDIA-oriented low-precision inference workflows while still using GGUF-based runtimes.</p></li><li><p>A tester compared <strong>Qwen3.5</strong> and <strong>Qwen3.6</strong>, arguing that 3.6 feels more like <em>&#8220;3.5 coder+&#8221;</em> than a straightforward general upgrade. They suggested the short time between releases makes a broad capability leap unlikely, implying 3.6 may be more specialized toward coding rather than a simple successor to 3.5.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1to73op/okay_27b_made_me_a_believer/">Okay 27B made me a believer</a></strong> (Activity: 541): <strong>OP reports that a </strong><code>27B</code><strong> Qwen-family model used via Opencode generated a near-complete HTML5 Breakout-style game in one shot from three reference files describing console APIs, gamepad controls, and a TypeScript shader. The output was immediately playable, with working controls, sound, metadata, save/stat/heartbeat API integration, and only required one follow-up for customization plus one glitch fix; a commenter recommends enabling MTP/speculative decoding with </strong><code>2&#8211;3</code><strong> draft tokens for speed. Another heavy user says the model performs best below </strong><code>64K</code><strong> context, degrades noticeably past </strong><code>64K</code><strong>, and &#8220;really drops off&#8221; after </strong><code>128K</code><strong>, recommending periodic summarization-to-file and session resets for long agentic coding tasks.</strong> Commenters characterize the dense <code>27B</code> as unusually strong for local coding&#8212;<em>near-Sonnet class</em> for web-app one-shots&#8212;while one user found <code>35B A3B</code> less capable despite its size/routing advantages. The main caution is that long-context agentic runs can induce loops or &#8220;stupidity,&#8221; so users should manage context aggressively.</p><ul><li><p>A commenter recommended enabling <strong>MTP/speculative decoding</strong> for better throughput, suggesting an MTP value of <code>2</code> or <code>3</code> as a practical speed/quality tradeoff. This is a deployment-level optimization rather than a model-quality claim, useful for users running the 27B model locally.</p></li><li><p>One user reported that the 27B model&#8217;s effective reasoning quality drops noticeably with long contexts: <strong>best below </strong><code>64K</code><strong> tokens</strong>, degraded past <code>64K</code>, and <em>&#8220;really drops off after </em><code>128K</code><em>.&#8221;</em> Their workaround for long-horizon agentic tasks is to periodically summarize state into a file, restart the harness/session, and reload the summary to recover model quality and avoid loops.</p></li><li><p>A benchmark operator said <strong>Qwen 27B</strong> was such an outlier that they rechecked their methodology, placing it <em>roughly on par with GPT-5.2 or Sonnet 4.5</em> in their rankings while noting it struggles at larger context sizes, likely due to parameter-count limits. They linked their data at <a href="https://gertlabs.com/rankings">gertlabs.com/rankings</a>.</p></li></ul></li></ul><p></p><p></p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] New AI Infra decacorns: Fireworks, Baseten (with OpenRouter on the way)]]></title><description><![CDATA[it's funding news, but it's good news.]]></description><link>https://www.latent.space/p/ainews-new-ai-infra-decacorns-fireworks</link><guid isPermaLink="false">https://www.latent.space/p/ainews-new-ai-infra-decacorns-fireworks</guid><pubDate>Wed, 27 May 2026 03:33:53 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!FXB0!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FHJQGFgQbgAArjoi.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>Take the <a href="https://notion.qualtrics.com/jfe/form/SV_bP07tSVMXH7ePCS">2026 AI Engineering Survey</a> and get &gt;$2k in credits and <a href="https://ai.engineer/wf">AIE WF tickets</a>!</em></p><div><hr></div><p>Readers like when we report no news, but our second favorite to that is when we can simply reinforce a trend you should be aware of. In April we highlighted <a href="https://www.latent.space/p/ainews-the-inference-inflection">the Inference Inflection</a>, and If today&#8217;s headline reminds you of <a href="https://www.latent.space/p/ainews-new-ai-infra-unicorns-exa">last week&#8217;s headline</a>, it is exactly the point we are making.</p><div class="digest-post-embed" data-attrs="{&quot;nodeId&quot;:&quot;84df4e58-faa9-4770-b1cd-0a2fc1a209a3&quot;,&quot;caption&quot;:&quot;Take the 2026 AI Engineering Survey and get >$2k in credits and AIE WF tickets!&quot;,&quot;cta&quot;:null,&quot;showBylines&quot;:true,&quot;size&quot;:&quot;sm&quot;,&quot;isEditorNode&quot;:true,&quot;title&quot;:&quot;[AINews] New AI Infra unicorns: Exa, Modal, TurboPuffer&quot;,&quot;publishedBylines&quot;:[{&quot;id&quot;:89230629,&quot;name&quot;:&quot;Latent.Space&quot;,&quot;bio&quot;:&quot;Writer, curator, latent space explorer. Main blog: https://swyx.io Devrel/Dev community: https://dx.tips/ Twitter: https://twitter.com/swyx&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/db0f8d45-1eb8-4c02-a120-650d377ee52d_640x640.jpeg&quot;,&quot;is_guest&quot;:false,&quot;bestseller_tier&quot;:1000}],&quot;post_date&quot;:&quot;2026-05-22T05:50:58.325Z&quot;,&quot;cover_image&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/ab2507aa-9755-4e9d-9cbf-4c7f755a8527_1086x280.png&quot;,&quot;cover_image_alt&quot;:null,&quot;canonical_url&quot;:&quot;https://www.latent.space/p/ainews-new-ai-infra-unicorns-exa&quot;,&quot;section_name&quot;:&quot;AINews: Weekday Roundups&quot;,&quot;video_upload_id&quot;:null,&quot;id&quot;:198804002,&quot;type&quot;:&quot;newsletter&quot;,&quot;reaction_count&quot;:43,&quot;comment_count&quot;:0,&quot;publication_id&quot;:1084089,&quot;publication_name&quot;:&quot;Latent.Space&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!DbYa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F73b0838a-bd14-46a1-801c-b6a2046e5c1e_1130x1130.png&quot;,&quot;belowTheFold&quot;:false,&quot;youtube_url&quot;:null,&quot;show_links&quot;:null,&quot;feed_url&quot;:null}"></div><p>With the pace of AI fundraising these days, our general policy is to only cover startups when they cross decacorn status (&gt;$10B) - but only when confirmed, and today&#8217;s news of <a href="https://x.com/Techmeme/status/2059437126727733459">Fireworks&#8217; $15B round</a> (&#8220;in talks&#8221;, 3.75x in 7 months, <a href="https://www.latent.space/p/fireworks">our podcast here</a>) and <a href="https://x.com/swyx/status/2059463182297747527">Baseten&#8217;s $11B round</a> (&#8220;is raising&#8221;, 2.2x in 3 months) is a bit premature, but the pace of the pickup in Inference land and unicorn to decacorn progression is too juicy not to serve as headline story today, with the <a href="https://www.nytimes.com/2026/05/26/business/dealbook/openrouter-ai-models-fundraising.html?smid=url-share">$113M OpenRouter Series C</a> (5x volume in 6 months) as the cherry on top: if you are gonna do multimodel inference, you are gonna need a router.</p><p></p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/OpenRouter/status/2059277623629664758&quot;,&quot;full_text&quot;:&quot;Today we&#8217;re announcing our $113M Series B led by @CapitalGVC.\n\nOver the last 6 months, weekly volume on OpenRouter grew from 5T to 25T tokens as AI rapidly shifts from experimentation into production.\n\nWe&#8217;re excited for what comes next. &quot;,&quot;username&quot;:&quot;OpenRouter&quot;,&quot;name&quot;:&quot;OpenRouter&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1682268668321726464/NEb6_n7n_normal.jpg&quot;,&quot;date&quot;:&quot;2026-05-26T14:16:59.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/HJQGFgQbgAArjoi.png&quot;,&quot;link_url&quot;:&quot;https://t.co/soAFvX7fzk&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:121,&quot;retweet_count&quot;:114,&quot;like_count&quot;:2144,&quot;impression_count&quot;:223987,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p></p><blockquote><p>AI News for 5/23/2026-5/26/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Agent Harnesses, Coding Benchmarks, and the Shift Beyond &#8220;Just the Model&#8221;</strong></p><ul><li><p><strong>Harness engineering is becoming the main differentiator for coding agents</strong>: Several posts converged on the same thesis: the winning stack is now <strong>model + harness + eval loop</strong>, not just a stronger base model. A long Zhihu summary argued that <a href="https://x.com/ZhihuFrontier/status/2059180748637376843">DeepSeek is explicitly building a harness team</a> to close the loop between model outputs, runtime feedback, validation, and correction, with a claimed cached-input cost advantage that would support tighter interaction/verification loops. In parallel, <a href="https://x.com/_philschmid/status/2059263980913229989">Google&#8217;s Gemini Managed Agents guide</a> framed agent infra as a single API call to a managed harness with sandboxing, persistence, and mounts, while <a href="https://x.com/sydneyrunkle/status/2059280878694531280">LangChain&#8217;s updated </a><code>create_agent</code><a href="https://x.com/sydneyrunkle/status/2059280878694531280"> docs</a> and <a href="https://x.com/dair_ai/status/2059294269698199929">dair.ai&#8217;s &#8220;harness&#8221; paper summary</a> formalized the same stack: <strong>context governance, trustworthy memory, dynamic skill routing</strong>.</p></li><li><p><strong>Benchmarks are getting closer to real developer experience</strong>: <a href="https://x.com/serenaa_ge/status/2059308218564890875">DeepSWE</a>, introduced as a new benchmark for agentic coding, got strong endorsement from practitioners; <a href="https://x.com/theo/status/2059352130289651925">@theo called it</a> &#8220;the first code bench that actually aligns with how it feels to use these models coding.&#8221; It also created more separation at the top end than public SWE leaderboards often show. Related benchmark signals: <a href="https://x.com/arena/status/2059297720079393107">Qwen3.7 Max debuted at #4 on Code Arena: Frontend</a>, roughly on par with <strong>Claude Opus 4.6</strong> on agentic webdev tasks, and <a href="https://x.com/AlibabaGroup/status/2059317802935423028">Alibaba amplified the result</a>. Across the tooling stack, <a href="https://x.com/ClaudeDevs/status/2059385239781384341">Anthropic shipped a security-guidance plugin for Claude Code</a> and reported a <strong>30&#8211;40% reduction</strong> in security-related PR comments in internal use, while <a href="https://x.com/OpenAIDevs/status/2059353117934899289">OpenAI highlighted GPT-5.5 in Codex at Databricks</a> for more reliable document parsing.</p></li></ul><p><strong>Research Agents, Long-Horizon Reasoning, and &#8220;Sleep&#8221; for Context Compression</strong></p><ul><li><p><strong>Math/science agents showed more evidence of capability overhang&#8212;conditional on the right harness</strong>: The strongest cluster of tweets was around models tackling old open problems. A mathematician reported <a href="https://x.com/__alpoge__/status/2059298565093196012">Claude Mythos solving Erd&#337;s problem #90</a>, with follow-up detail that the model often converged to a <strong>different, cleaner proof path</strong> than OpenAI&#8217;s earlier route. This was echoed by <a href="https://x.com/_sholtodouglas/status/2059303540150137244">@_sholtodouglas</a>, <a href="https://x.com/kimmonismus/status/2059311386820289013">@kimmonismus</a>, and then sharpened by <a href="https://x.com/SebastienBubeck/status/2059343132991623186">S&#233;bastien Bubeck</a>: with an <strong>appropriate harness</strong>, both <strong>Mythos</strong> and <strong>GPT-5.5</strong> can reproduce what an internal model had done one-shot, implying a large amount of latent capability not exposed by vanilla chat UX.</p></li><li><p><strong>Long-horizon memory is resurfacing as a core bottleneck</strong>: The paper <a href="https://x.com/iScienceLuvr/status/2059221770075562113">&#8220;Language Models Need Sleep&#8221;</a> got notable attention. The mechanism is a <strong>sleep-like consolidation phase</strong> where recent context is converted into persistent fast weights before clearing the KV cache, moving compute into an offline pass while preserving wake-time latency. <a href="https://x.com/dair_ai/status/2059333792775745619">dair.ai&#8217;s summary</a> emphasized the systems angle: this is an alternative to ever-growing KV caches for agents with long trajectories. This theme connected neatly with ongoing discussion about memory systems in agents, including <a href="https://x.com/omarsar0/status/2059285935376765214">Omar&#8217;s pointer to Anthropic&#8217;s memory talk and Dream feature</a>.</p></li><li><p><strong>Open deep-research agents and science forecasting also advanced</strong>: <a href="https://x.com/iScienceLuvr/status/2059223911011930606">QUEST</a>, a family of open <strong>2B&#8211;35B</strong> models for long-horizon fact-seeking, citation grounding, and report synthesis, was released as a general-purpose deep research agent. On the science-evals side, Sakana/Stanford/Oxford/AI2&#8217;s <a href="https://x.com/SakanaAILabs/status/2059166749761872342">CUSP benchmark</a> found current models can often identify promising research directions but struggle much more with <strong>whether</strong> and <strong>when</strong> breakthroughs materialize.</p></li></ul><p><strong>Model, Optimizer, and Architecture Updates</strong></p><ul><li><p><strong>Optimizer work remains lively, especially around Muon variants and schedule-free training</strong>: <a href="https://x.com/jueunkim_0525/status/2059127584601055426">AMUSE</a> proposes <strong>Anytime MUon with Stable gradient Evaluation</strong>, combining Muon with schedule-free-style gradient evaluation for stable anytime training without LR decay, reporting gains at <strong>124M / 720M / 1B</strong> scale and on ViT/ImageNet fine-tuning. Related implementation discussion came from <a href="https://x.com/Clashluke/status/2059187617997197553">ClashLuke&#8217;s SFMuon snippet</a> and <a href="https://x.com/kellerjordan0/status/2059353883881976044">kellerjordan&#8217;s Modded-NanoGPT result on Newton-Muon</a>.</p></li><li><p><strong>Sparse attention design space continues to diversify</strong>: <a href="https://x.com/MiniMax_AI/status/2059286515155599595">MiniMax teased M3 as open source</a>, and follow-on technical commentary suggested a new <strong>block-sparse two-stage attention</strong> path. <a href="https://x.com/kimmonismus/status/2059302121489486335">@kimmonismus summarized the reported speedups</a>: <strong>9.7&#215; prefilling</strong> and <strong>15.6&#215; decoding</strong> at <strong>1M tokens</strong> versus M2. <a href="https://x.com/eliebakouch/status/2059321928205156568">@eliebakouch added</a> that M3 appears to move back to <strong>GQA-based</strong> sparse attention with block selection on real KV, distinct from DeepSeek&#8217;s compressed-attention variants.</p></li><li><p><strong>Vision/open model releases and ranking updates</strong>: <a href="https://x.com/PrismML/status/2059339157600969199">PrismML released Bonsai Image 4B</a>, including <strong>1-bit and ternary</strong> variants intended to run locally on laptops and phones; a follow-up noted browser-local execution was possible at ~3GB footprint. On the closed side, <a href="https://x.com/MicrosoftAI/status/2059344061358563838">Microsoft&#8217;s MAI-Image-2.5</a> debuted at <strong>#3 on the Image Arena</strong>, breaking a top-5 club previously dominated by OpenAI and Google, with <a href="https://x.com/arena/status/2059346024632820146">Arena reporting a 1,254 score</a>. Meanwhile, <a href="https://x.com/ArtificialAnlys/status/2059316050391634302">Artificial Analysis measured Gemini 3.5 Flash</a> at up to <strong>~280 output tok/s</strong> with materially stronger agentic performance, but at <strong>~5&#215;</strong> the cost of Gemini 3 Flash.</p></li></ul><p><strong>Infra, Systems, and the Semiconductor Stack</strong></p><ul><li><p><strong>Huawei&#8217;s &#8220;&#964; scaling&#8221; paper was read mostly as an engineering roadmap, not a new law</strong>: A very detailed thread argued <a href="https://x.com/ZhihuFrontier/status/2059118295580852374">Huawei&#8217;s &#8220;A Time Scaling Theory for Multi-Layer Electronic Systems&#8221;</a> should be interpreted as a <strong>strategic manifesto / white paper</strong>. The core proposal is to treat <strong>time constant &#964;</strong>, not process node, as the unifying metric across device, chip, and datacenter scales. The most concrete claims concerned <strong>LogicFolding</strong> on a future Kirin design, including <strong>+55% density</strong>, <strong>+41% energy efficiency</strong>, and <strong>+13% frequency</strong> at fixed node, plus packaging/network ideas like a <strong>Unified Bus</strong> and <strong>Hi-ONE optical I/O</strong>. The same thread was careful to note missing validation artifacts&#8212;die photos, SEMs, workload details, yield curves&#8212;and to interpret the most eye-catching numbers as promising but <strong>unverified</strong>. Follow-up reactions also stressed that Huawei&#8217;s path may rely more on packaging and architecture than lithographic catch-up, e.g. <a href="https://x.com/josiah_leee/status/2059297861745963099">@josiah_leee citing Jensen&#8217;s point</a> that most of Hopper&#8594;Blackwell&#8217;s gains came from non-node optimizations.</p></li><li><p><strong>Datacenter power and inference supply constraints are becoming first-order concerns</strong>: <a href="https://x.com/SemiAnalysis_/status/2059253624249696658">SemiAnalysis published on the 800VDC transition</a>, and <a href="https://x.com/ID_AA_Carmack/status/2059382254191652896">John Carmack recommended it</a>, highlighting crossovers from EV power electronics into datacenter design, including high-voltage SiC parts. Separately, <a href="https://x.com/EpochAIResearch/status/2059372951338909717">Epoch AI estimated a possible inference compute crunch</a>: demand appears to be growing faster than serving capacity, especially for long-context workloads. Their rough model suggested that while current global Blackwell supply could serve today&#8217;s demand under favorable assumptions, throughput degrades sharply with longer contexts and demand growth may already be outrunning supply.</p></li></ul><p><strong>Production Tooling and Developer Infrastructure</strong></p><ul><li><p><strong>Serving/inference stacks got meaningful performance and observability updates</strong>: <a href="https://x.com/vllm_project/status/2059344804295942513">vLLM merged a Rust frontend</a> as a drop-in alternative to the Python API server, with early numbers showing <strong>~837 req/s vs ~162 req/s</strong> on a preprocess-heavy workload in a single process. <a href="https://x.com/wandb/status/2059384552725025226">W&amp;B launched an MCP server</a> to let coding agents inspect experiments and training runs, with a schema-first redesign aimed at avoiding context-window blowups. <a href="https://x.com/UnslothAI/status/2059277719633101291">Unsloth added support for running GPT, Claude, and other APIs inside its local UI</a>, including prompt caching and code execution.</p></li><li><p><strong>Cloudflare, OpenRouter, and vector/retrieval vendors pushed the &#8220;productionization&#8221; layer</strong>: <a href="https://x.com/OpenRouter/status/2059277623629664758">OpenRouter announced a $113M Series B</a> and said weekly volume had grown from <strong>5T to 25T tokens</strong> over six months. <a href="https://x.com/kristianfreeman/status/2059188629780545973">Cloudflare relaunched its startups program</a> with up to <strong>$350k</strong> in credits, while separate posts around <strong>Think</strong> and agent ergonomics emphasized durable turns, reconnects, stale-state handling, and recovery as key practical differentiators. On retrieval infra, <a href="https://x.com/weaviate_io/status/2059227285639581729">Booking.com discussed scaling to 100M+ embeddings</a>, including filtered vector search, reads-during-writes, concurrency, and human-in-the-loop evals for partner messaging agents.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>Codex / agentic coding in practice</strong>: The highest-signal product-use tweet was <a href="https://x.com/bunkaich/status/2059178996126900703">@bunkaich showing Codex help reverse-engineer and patch firmware on a cheap MP3 player</a>, with the workflow spanning chip inspection, OS extraction, binary analysis, and flashing a modified image.</p></li><li><p><strong>DeepSWE benchmark launch</strong>: <a href="https://x.com/serenaa_ge/status/2059308218564890875">@serenaa_ge&#8217;s DeepSWE announcement</a> became the main reference point for &#8220;does this match real coding experience?&#8221; discussion.</p></li><li><p><strong>Claude Code security plugin</strong>: <a href="https://x.com/ClaudeDevs/status/2059385239781384341">@ClaudeDevs&#8217; release</a> stood out because it paired a concrete product launch with an internal metric: <strong>30&#8211;40% fewer</strong> security-related PR comments.</p></li><li><p><strong>OpenRouter financing + production token growth</strong>: <a href="https://x.com/OpenRouter/status/2059277623629664758">@OpenRouter&#8217;s $113M Series B</a> is one of the clearer market signals that routing and multi-model infra are now seen as durable platform layers.</p></li><li><p><strong>vLLM Rust frontend</strong>: <a href="https://x.com/vllm_project/status/2059344804295942513">@vllm_project&#8217;s merge announcement</a> mattered for anyone hitting CPU/API-server bottlenecks in high-throughput serving.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Qwen 3.7 Launch and Qwen 3.6 Local Performance</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tjvz6l/waiting_for_qwen_37_open_weight_the_new_king_has/">Waiting for Qwen 3.7 open weight... The new King has arrived...</a></strong> (Activity: 1217): <strong>The <a href="https://i.redd.it/j8qkty82qj2h1.png">image</a> is a benchmark/marketing comparison from the <a href="https://qwen.ai/blog?id=qwen3.7">Qwen3.7 blog</a> positioning Qwen3.7-Max as a leading frontier model across agentic coding, software engineering, MCP/tool-use, reasoning, and knowledge evaluations versus Qwen3.6-Plus, DS-V4-Pro Max, GLM-5.1, Kimi K2.6, and Claude Opus-4.6 Max. The technical significance is that the slide frames Qwen3.7-Max as highly competitive with or ahead of Claude-class models on many benchmarks, though Claude Opus-4.6 Max still appears to lead on some tasks such as </strong><code>ClawEval</code><strong> and </strong><code>CoWorkBench</code><strong>. Commenters note that this is the Max model, not necessarily representative of smaller/open-weight releases, and speculate about a potential </strong><code>3.7-122B-A17B</code><strong> </strong><code>MXFP4</code><strong> model with </strong><code>512k</code><strong> context for local hardware such as Strix Halo.</strong> The main debate is skepticism around open weights: commenters point out that <strong>Qwen has historically not open-weighted the Max series</strong>, so the title&#8217;s &#8220;waiting for open weight&#8221; framing may be unrealistic. Others caution not to expect a hypothetical <code>27B</code> model to match the shown Max-tier benchmark results.</p><ul><li><p>Several commenters distinguish <strong>Qwen Max</strong> from likely open-weight releases, noting that <em>&#8220;Qwen has never open-weighted the Max series&#8221;</em> and warning not to expect a smaller <code>27B</code> variant to match Max-level benchmark performance. The implied technical takeaway is that any public/open-weight Qwen 3.7 release may use a different architecture/scale than the benchmarked flagship model.</p></li><li><p>One technical wishlist centers on a hypothetical <strong>Qwen 3.7 </strong><code>122B-A17B</code><strong> MTP MXFP4</strong> model with <code>512k</code> context, which commenters argue would be well-suited to <strong>Strix Halo</strong>-class local hardware. Another user references <strong>Qwen 3.5 </strong><code>397B-A17B</code><strong> NVFP4</strong>, claiming it fits on <code>4x RTX 6000 Pro</code> GPUs with enough memory headroom for roughly <code>10</code> concurrent <code>200k</code>-token sessions, positioning it as a potential &#8220;Opus at home&#8221; if Qwen 3.7 matches reported benchmarks.</p></li><li><p>A commenter argues that open-weight frontier releases may be less likely because highly capable local models can undermine provider monetization. They claim Qwen&#8217;s strategy has shifted from disruption toward monetized frontier competition, which could affect whether large MoE models like <code>397B-A17B</code> are released openly.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tjwrp7/qwen36_35ba3_has_changed_my_workflows_and_even/">Qwen3.6 35Ba3 has changed my workflows and even how I use my computer</a></strong> (Activity: 567): <strong>The post describes a local-agent workflow using Qwen3.6 35B a3 via </strong><code>pi</code><strong>, where the user converts repeatable procedures into &#8220;skills&#8221; generated/documented by Codex, then reuses them for VPS DevOps, </strong><code>docling</code><strong> PDF&#8594;EPUB conversion, Playwright testing, code tickets, and OS-level shell tasks. A concrete example: WhatsApp audio &#8594; transcription in AnythingLLM &#8594; </strong><code>content.md</code><strong> &#8594; locally generated landing page, then a </strong><code>plan.md</code><strong> ticket queue executed by a &#8220;manager&#8221; </strong><code>pi</code><strong> process spawning fresh-context sub-agents with </strong><code>pi -p @plan.md "Check the first Ticket with Status UNDONE and do it"</code><strong>, marking tickets </strong><code>DONE</code><strong>, committing via git, and finally deploying via a VPS skill.</strong> Commenters focused on operational concerns: what hardware can run this setup, whether the agent is sandboxed/trustworthy with OS access, and how hard <code>pi</code> is to adopt compared with other agentic tools such as Hermes.</p><ul><li><p>A user reports running <code>unsloth/Qwen3.6-35B-A3B-MTP-GGUF</code> via <strong>Unsloth Studio</strong> on an <strong>MS-02</strong> with a <strong>24GB RTX Pro 4000 Blackwell SFF GPU</strong>, consistently seeing <code>&gt;100 tokens/s</code>. They compare performance to &#8220;unoptimized GGUFs&#8221; on a <strong>Mac Studio M2</strong>, using the MS-02 as a small remote GPU server for the Mac workstation, and note that <strong>future MLX support in Unsloth</strong> could improve Mac-side performance. Screenshot: <a href="https://preview.redd.it/exwng3d4ik2h1.png?width=3966&amp;format=png&amp;auto=webp&amp;s=03bf5de53b529f1b26f669c21834d9f1d69d16e0">preview.redd.it</a>.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tjh7az/110_toks_with_12gb_vram_on_qwen36_35b_a3b_and_ik/">110 tok/s with 12GB VRAM on Qwen3.6 35B A3B and ik_llama.cpp</a></strong> (Activity: 565): <strong>The post benchmarks Qwen3.6-35B-A3B MTP using byteshape&#8217;s </strong><code>IQ4_XS</code><strong><a href="https://huggingface.co/byteshape/Qwen3.6-35B-A3B-MTP-GGUF"> </a></strong><code>4.19 bpw</code><strong><a href="https://huggingface.co/byteshape/Qwen3.6-35B-A3B-MTP-GGUF"> GGUF</a> on an RTX 4070 Super 12GB + Ryzen 7 9700X, comparing upstream </strong><code>llama.cpp</code><strong> vs </strong><code>ik_llama.cpp</code><strong> with </strong><code>--ctx-size 131072</code><strong>, </strong><code>q8_0</code><strong> KV cache, MTP draft max </strong><code>3</code><strong>, and </strong><code>p_min=0.75</code><strong>. Using the same </strong><code>mtp-bench.py</code><strong> workload, upstream </strong><code>llama.cpp</code><strong> averaged </strong><code>89.76 tok/s</code><strong> with aggregate MTP accept rate </strong><code>0.9393</code><strong>, while </strong><code>ik_llama.cpp</code><strong> averaged </strong><code>110.24 tok/s</code><strong> over </strong><code>16.64s</code><strong>, a claimed </strong><code>23%</code><strong> throughput gain, despite lower aggregate accept rate </strong><code>0.8749</code><strong> in the updated results. The OP attributes practical fit to </strong><code>--fit</code><strong>/</strong><code>--fit-margin 1664</code><strong> on </strong><code>ik_llama.cpp</code><strong>, with OOM mitigation by raising </strong><code>--fit-margin</code><strong> to </strong><code>1792</code><strong> or </strong><code>2048</code><strong>, and notes that running the display on an iGPU frees essentially all </strong><code>12GB</code><strong> VRAM for inference.</strong> Commenters focused on reproducibility: they requested the full upstream <code>llama.cpp</code> command and noted that several MTP-related PRs had merged recently, so benchmark timing may depend strongly on build date. One technical workaround suggested for single-GPU CachyOS/KDE users is a software-rendered Plasma Wayland session using <code>LIBGL_ALWAYS_SOFTWARE=1</code> and <code>GALLIUM_DRIVER=llvmpipe</code>, reducing idle VRAM from roughly <code>&gt;1024MB</code> to <code>126MB</code> at the cost of slow/disabled compositor effects.</p><ul><li><p>A CachyOS/KDE Wayland user described a VRAM-saving workaround for single-GPU systems: create a custom SDDM session that forces KDE Plasma to render via CPU using <code>LIBGL_ALWAYS_SOFTWARE=1</code>, <code>GALLIUM_DRIVER=llvmpipe</code>, and <code>KWIN_COMPOSE=Q</code>. They reported KDE Wayland idle VRAM dropping from <strong>&gt; </strong><code>1024 MB</code> to <strong>~</strong><code>126 MB</code>, freeing nearly a gigabyte of VRAM for running the 35B model, at the cost of disabled or very slow compositor animations.</p></li><li><p>Several commenters focused on whether the reported <code>110 tok/s</code> comes from <strong>ik_llama.cpp</strong> having better MTP/speculative decoding behavior than upstream <code>llama.cpp</code>. One noted that ik_llama.cpp&#8217;s acceptance rate was reportedly <strong>never below </strong><code>0.790</code>, while llama.cpp dropped as low as <code>0.477</code>, asking for the exact llama.cpp command/settings and noting that multiple MTP-related PRs had landed in llama.cpp within the previous 24 hours.</p></li><li><p>A commenter asked about the <code>IQ4_XS</code> quantization used for <strong>Qwen3.6 35B A3B</strong>, noting it appears to be the lowest-memory Q4 quant and requesting details on both model quality/intelligence impact and the final VRAM/RAM split. This highlights the key tradeoff for 12 GB VRAM runs: fitting the model via aggressive quantization versus maintaining reasoning quality and avoiding excessive CPU/RAM offload bottlenecks.</p></li></ul></li></ul><p></p><p></p>
      <p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] All Model Labs are now Agent Labs]]></title><description><![CDATA[a quiet day lets us tie together a few quotes as all model labs become agent labs]]></description><link>https://www.latent.space/p/ainews-all-model-labs-are-now-agent</link><guid isPermaLink="false">https://www.latent.space/p/ainews-all-model-labs-are-now-agent</guid><pubDate>Sat, 23 May 2026 04:21:17 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!TLyU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F348d0573-16b0-46d0-a852-ccaae2b6ff4f_1122x534.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Ahead of OpenAI&#8217;s <a href="https://aitoolsrecap.com/Blog/openai-ipo-2026-valuation-timeline-what-investors-need-to-know">likely IPO filing</a> next week, Greg makes the latest in a series of comments where <a href="https://www.latent.space/p/agent-labs">Model Labs are increasingly also building Agents</a> as the product:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!TLyU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F348d0573-16b0-46d0-a852-ccaae2b6ff4f_1122x534.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!TLyU!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F348d0573-16b0-46d0-a852-ccaae2b6ff4f_1122x534.png 424w, https://substackcdn.com/image/fetch/$s_!TLyU!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F348d0573-16b0-46d0-a852-ccaae2b6ff4f_1122x534.png 848w, 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stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The quote is a big reversal of stance from a position ~uniformly held by anyone who worked at <strong><a href="https://www.latent.space/p/oai-v-langgraph?utm_source=publication-search">Team Big Model</a></strong>, including <a href="https://x.com/CoreAutoAI/status/2056442820022747444">his previous head of OpenAI Labs</a>:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!cKHI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!cKHI!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png 424w, https://substackcdn.com/image/fetch/$s_!cKHI!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png 848w, https://substackcdn.com/image/fetch/$s_!cKHI!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png 1272w, https://substackcdn.com/image/fetch/$s_!cKHI!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!cKHI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png" width="1088" height="1308" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1308,&quot;width&quot;:1088,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:768931,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.latent.space/i/198927453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!cKHI!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png 424w, https://substackcdn.com/image/fetch/$s_!cKHI!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png 848w, https://substackcdn.com/image/fetch/$s_!cKHI!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png 1272w, https://substackcdn.com/image/fetch/$s_!cKHI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0b62ab4-065e-4317-857e-6483330aeb08_1088x1308.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>This comes with the shuttering of AI21&#8217;s model team, which is now pivoting to agents:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!EsgI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!EsgI!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png 424w, https://substackcdn.com/image/fetch/$s_!EsgI!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png 848w, https://substackcdn.com/image/fetch/$s_!EsgI!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png 1272w, https://substackcdn.com/image/fetch/$s_!EsgI!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!EsgI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png" width="1076" height="1362" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1362,&quot;width&quot;:1076,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:503013,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.latent.space/i/198927453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!EsgI!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png 424w, https://substackcdn.com/image/fetch/$s_!EsgI!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png 848w, https://substackcdn.com/image/fetch/$s_!EsgI!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png 1272w, https://substackcdn.com/image/fetch/$s_!EsgI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba4c74-81d3-4163-a6c3-752ef8ec9fe6_1076x1362.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>and even the venerable DeepSeek is now building a &#8220;Harness team&#8221; for the first time:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!GILi!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!GILi!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png 424w, https://substackcdn.com/image/fetch/$s_!GILi!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png 848w, https://substackcdn.com/image/fetch/$s_!GILi!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png 1272w, https://substackcdn.com/image/fetch/$s_!GILi!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!GILi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png" width="1084" height="426" 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srcset="https://substackcdn.com/image/fetch/$s_!GILi!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png 424w, https://substackcdn.com/image/fetch/$s_!GILi!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png 848w, https://substackcdn.com/image/fetch/$s_!GILi!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png 1272w, https://substackcdn.com/image/fetch/$s_!GILi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77b428e9-bb30-464c-8dc2-827ae5accf1f_1084x426.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The &#8220;Systems over Models&#8221; people will take this as a point of validation of what they have been saying all along&#8230; except for the nuance that models cotrained with harnesses does open the door for closing access to models even further &#8212; if you can effectively posttrain a model to only meaningfully perform with your closed source agent, then you get to funnel the majority of users to your agent at the expense of your model/API co-opetition.</p><p>But that&#8217;s a topic of a much larger discussion&#8230;</p><blockquote><p>AI News for 5/4/2026-5/5/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Agent Products, Harnesses, and the Shift Beyond &#8220;Just the Model&#8221;</strong></p><ul><li><p><strong>The product surface is moving up-stack</strong>: A recurring theme was that model quality alone is no longer the moat; the winning product is increasingly <strong>model + harness + workflow + UI + memory + economics</strong>. <a href="https://x.com/gdb/status/2057670776803996110">@gdb</a> put it bluntly: &#8220;the model alone is no longer the product,&#8221; while <a href="https://x.com/dzhng/status/2057748510947082539">@dzhng</a> argued top-tier products need <strong>model &lt;&gt; harness &lt;&gt; product symbiosis</strong>. The same pattern shows up in practice: <a href="https://x.com/signulll/status/2057850735048458639">@signulll</a> framed ambient AI and agentic AI as the new seam of computing interfaces, and <a href="https://x.com/teortaxesTex/status/2057770692112798209">@teortaxesTex</a> noted that harness research still risks converging on &#8220;replicate Claude Code&#8221; instead of exploring broader interfaces.</p></li><li><p><strong>Coding-agent product differentiation is becoming concrete</strong>: OpenAI shipped another substantial Codex update via <a href="https://x.com/ajambrosino/status/2057716220963803577">&#8220;codex thursday no. 6&#8221;</a> with <strong>appshots, /goal improvements, remote computer use while locked, annotation mode, plugin sharing, and analytics</strong>. <a href="https://x.com/gdb/status/2057802037757157838">@gdb</a> separately highlighted <strong>Appshots</strong>, while users reported meaningful workflow shifts: <a href="https://x.com/gdb/status/2057704270531903811">@gdb</a> said it&#8217;s hard to remember coding before Codex, and <a href="https://x.com/reach_vb/status/2057830243201622368">@reach_vb</a> said they haven&#8217;t opened an IDE in over a month. But product rough edges remain: <a href="https://x.com/theo/status/2057960907997876412">@theo</a> praised <strong>T3 Code&#8217;s remote feature</strong> as ahead of alternatives, then contrasted it with buggy remote workflows in Codex in a follow-up <a href="https://x.com/theo/status/2057961165175873930">post</a>. On the Claude side, <a href="https://x.com/ClaudeDevs/status/2057946803685974482">@ClaudeDevs</a> expanded <strong>auto mode</strong> to the Pro plan and added <strong>Sonnet 4.6</strong> support; <a href="https://x.com/_mohansolo/status/2057910616153882949">@_mohansolo</a> also had to clarify and patch IDE support in <strong>Antigravity 2.0</strong> after user backlash.</p></li></ul><p><strong>Model Performance, Cost Curves, and Frontier Competition</strong></p><ul><li><p><strong>DeepSeek&#8217;s pricing move was the biggest market signal</strong>: <a href="https://x.com/deepseek_ai/status/2057854261699195173">@deepseek_ai</a> made the <strong>75% DeepSeek-V4-Pro discount permanent</strong>, triggering strong reactions because it materially changes the <strong>cost/performance frontier</strong>. <a href="https://x.com/ArtificialAnlys/status/2058021452465799403">@ArtificialAnlys</a> quantified first-party pricing at <strong>$0.435/M input, $0.87/M output, $0.0036/M cached input</strong>, estimating a blended <strong>~$0.18/M</strong> and placing V4 Pro on the Pareto frontier for intelligence vs run cost. They estimate running their Intelligence Index on V4 Pro costs <strong>~3x less than Gemini 3.1 Pro Preview, ~12x less than GPT-5.5, and ~19x less than Claude Opus 4.7</strong>. Community reaction centered on DeepSeek&#8217;s push toward &#8220;<strong>intelligence too cheap to meter</strong>,&#8221; as <a href="https://x.com/scaling01/status/2057835507858518178">@scaling01</a> put it. <a href="https://x.com/Yuchenj_UW/status/2057855546460676410">@Yuchenj_UW</a> and <a href="https://x.com/kimmonismus/status/2057868472965640194">@kimmonismus</a> both emphasized the magnitude of the cut.</p></li><li><p><strong>Gemini Flash improved, but usage feedback was mixed</strong>: <a href="https://x.com/OfficialLoganK/status/2057682092583227881">@OfficialLoganK</a> reported <strong>Gemini 3.5 Flash</strong> making major progress over <strong>3.1 Pro on GDPval</strong>, claiming Flash is now &#8220;competing at the frontier,&#8221; and <a href="https://x.com/Designarena/status/2057885688125968660">@Designarena</a> placed it <strong>16th overall</strong> on Design Arena, a <strong>16-position jump</strong> from Gemini 3 Flash Preview. But several builders pushed back on usefulness vs benchmark gains: <a href="https://x.com/Alezander907/status/2057686331380359566">@Alezander907</a> saw only slight browser-agent improvement at higher cost, <a href="https://x.com/giffmana/status/2057714729762627950">@giffmana</a> argued this isn&#8217;t &#8220;Flash progress&#8221; if the brand still implies cheapness, and <a href="https://x.com/jeremyphoward/status/2057923197639840033">@jeremyphoward</a> said the model feels optimized to <strong>max evals rather than cooperate with humans</strong>. That aligns with broader eval skepticism from <a href="https://x.com/HamelHusain/status/2057875320011882923">@HamelHusain</a>, who argued current tooling underweights qualitative, HITL judgment.</p></li><li><p><strong>Qwen and Chinese frontier models keep compressing the race</strong>: The official <a href="https://x.com/Alibaba_Qwen/status/2057767604048240987">@Alibaba_Qwen</a> teasers and a long third-party review from <a href="https://x.com/ZhihuFrontier/status/2057772126162354660">@ZhihuFrontier</a> portrayed <strong>Qwen3.7-Max</strong> as a meaningful step up, especially in <strong>instruction following, context reliability, and stability</strong>, while still suffering from <strong>verbosity and high token usage</strong>. Elsewhere, <a href="https://x.com/scaling01/status/2057937081070944709">@scaling01</a> claimed recent ALE-Bench runs show Chinese models like <strong>Kimi-K2.6, DeepSeek-V4, GLM-5.1</strong> outperforming several Western releases in that setting. <a href="https://x.com/ArtificialAnlys/status/2057914437156409577">@ArtificialAnlys</a> also reported <strong>Cursor Composer 2.5</strong> as <strong>3&#8211;18x cheaper than Opus 4.7</strong> and <strong>5&#8211;32x cheaper than GPT-5.5</strong> on Coding Agent benchmarks, with notably lower token use.</p></li></ul><p><strong>Protocols, Infra, and Agent Runtime Tooling</strong></p><ul><li><p><strong>MCP&#8217;s new release candidate is a substantive protocol simplification</strong>: <a href="https://x.com/dsp_/status/2057780712187580924">@dsp_</a> announced the <strong>MCP 2026-07-28 release candidate</strong>, with the key change that the protocol is now <strong>stateless</strong>: <strong>no handshake, no session ID, and any request can hit any server instance</strong>. The RC also introduces <strong>first-class extensions</strong> like <strong>MCP Apps</strong> and <strong>Tasks</strong>, plus auth hardening and a clearer deprecation policy. For infra teams, statelessness is a big operational shift: easier scaling, simpler load balancing, fewer sticky-session concerns.</p></li><li><p><strong>Sandboxes and managed execution are becoming first-class primitives</strong>: <a href="https://x.com/_philschmid/status/2057833963633418426">@_philschmid</a> demoed <strong>Gemini Managed Agents + Interactions API</strong> to give an agent a secure hosted Linux sandbox with memory and code execution. <a href="https://x.com/CoreWeave/status/2057852737073942634">@CoreWeave</a> launched <strong>CoreWeave Sandboxes</strong> in public preview for <strong>RL, agent tool use, and model eval</strong>, while <a href="https://x.com/cnakazawa/status/2057823910574588238">@cnakazawa</a> released <strong>Cloudsail</strong> for per-task Cloudflare sandboxes with shell, Codex, and GitHub access without exposing tokens. At the orchestration layer, <a href="https://x.com/skypilot_org/status/2057854003648598312">@skypilot_org</a> argued <strong>RL doesn&#8217;t work on Slurm</strong> because modern RL is a multi-service system with heterogeneous hardware and recovery needs.</p></li><li><p><strong>Open-source harnesses and memory layers are proliferating</strong>: <a href="https://x.com/NVIDIAAI/status/2057855521193881773">@NVIDIAAI</a> open-sourced <strong>AI-Q agent skills</strong> for portable deep-research pipelines that can plug into arbitrary harnesses. <a href="https://x.com/Teknium/status/2057880570160701852">@Teknium</a> added <strong>Bitwarden support</strong> for key management in Hermes and later restored <strong>256K context</strong> for <strong>Grok Build v0.1</strong> in Hermes <a href="https://x.com/Teknium/status/2057930638632812642">here</a>. <a href="https://x.com/shannholmberg/status/2057821004676956586">@shannholmberg</a> described a <strong>shared-memory &#8220;gBrain&#8221; layer</strong> under Hermes agents, with typed folders and read-first access for specialist agents. <a href="https://x.com/aakashadesara/status/2057809590616461399">@aakashadesara</a> updated <strong>CTOP</strong> to support <strong>Devin</strong> and a CLI for listing, searching, and killing agent sessions.</p></li></ul><p><strong>Research: RL, Distillation, Architectures, and Evaluation</strong></p><ul><li><p><strong>RL post-training and reward design are under active reconsideration</strong>: <a href="https://x.com/RyanBoldi/status/2057847412819906658">@RyanBoldi</a> introduced <strong>Vector Policy Optimization (VPO)</strong>, arguing scalar reward collapse during RL can sabotage test-time scaling. VPO instead optimizes <strong>vector-valued rewards</strong>, improving search performance even on the original scalar objective. <a href="https://x.com/lateinteraction/status/2057854814395019623">@lateinteraction</a> framed this as a way to train LLMs for more diverse environments and goals, while <a href="https://x.com/FeiziSoheil/status/2057889865362993561">@FeiziSoheil</a> connected it to broader moves toward <strong>structured feedback</strong> instead of a single reward number. Separately, <a href="https://x.com/jsuarez/status/2057828106023703037">@jsuarez</a> teased a solution to a long-standing RL problem involving extreme sparsity, with initial sweeps showing SOTA on one internal environment.</p></li><li><p><strong>Agent compilation/distillation is emerging as a serious economic idea</strong>: <a href="https://x.com/dair_ai/status/2057846601843146760">@dair_ai</a> highlighted a paper showing a <strong>full agentic workflow</strong>&#8212;multi-step calls, tool use, scratchpads, decision structure&#8212;can be <strong>distilled into weights</strong> and run at <strong>~100x lower inference cost</strong> while preserving near-frontier quality. This is one of the clearest technical arguments yet for compiling expensive runtime agent loops into cheaper deployable models.</p></li><li><p><strong>Architecture work remains lively beyond vanilla transformers</strong>: <a href="https://x.com/ChunyuanDeng/status/2057826955236462715">@ChunyuanDeng</a> introduced <strong>LT2</strong>, a <strong>linear-time looped transformer</strong> combining sparse and linear attention to make looping practical, along with a distilled <strong>Ouro-hybrid-1.4B</strong>. <a href="https://x.com/ZyphraAI/status/2057854519732847029">@ZyphraAI</a> shared work extending <strong>Equilibrium Propagation</strong> beyond energy-based models toward biologically realistic neurons. On MoE, <a href="https://x.com/Jianlin_S/status/2057719868917793221">@Jianlin_S</a> proposed <strong>Moving Quantile Balancing</strong> for <strong>sequence-level load balancing without a loss penalty</strong>. Meanwhile <a href="https://x.com/allen_ai/status/2057838486204326078">@allen_ai</a> launched <strong>ArtifactLinker</strong>, which predicts which benchmarks a model is likely to set SOTA on before running them&#8212;a useful meta-eval tool amid growing benchmark sprawl.</p></li><li><p><strong>Math and reasoning capability discourse shifted again</strong>: <a href="https://x.com/cozyblaze265065/status/2057739317649588558">@cozyblaze265065</a> reported <strong>99.46%</strong> on a multi-digit multiplication experiment using <strong>gpt-5.5</strong> with medium reasoning and no tools, and <a href="https://x.com/teortaxesTex/status/2057826903721951273">@teortaxesTex</a> noted modern LLMs can now do <strong>100-digit multiplication</strong> without tools. That&#8217;s not a complete theory of reasoning, but it further weakens old &#8220;autoregression can&#8217;t do arithmetic&#8221; talking points.</p></li></ul><p><strong>Multimodal Systems: Video, Speech, World Models, and Imaging</strong></p><ul><li><p><strong>Google&#8217;s I/O stack pushed toward persistent agents and world simulators</strong>: <a href="https://x.com/Google/status/2057841803550683336">@Google</a> introduced <strong>Gemini Spark</strong>, a <strong>24/7 personal AI agent</strong> for recurring tasks, skills, and workflows. <a href="https://x.com/GoogleDeepMind/status/2057842131142590512">@GoogleDeepMind</a> also launched <strong>Project Genie + Street View</strong>, letting users turn real U.S. locations into interactive worlds; follow-up posts confirm rollout to <strong>Google AI Ultra</strong> subscribers via Google Labs. The multimodal side was reinforced by <a href="https://x.com/Google/status/2057881884219035752">@Google</a> announcing <strong>Gemini Omni</strong> for conversational video creation/editing and custom avatars, while <a href="https://x.com/emollick/status/2057874739817808223">@emollick</a> emphasized the significance of a <strong>fully multimodal</strong> system that can natively edit video.</p></li><li><p><strong>Runway and image/video tooling keep raising editability</strong>: <a href="https://x.com/runwayml/status/2057826728769134599">@runwayml</a> released <strong>Aleph 2.0</strong>, supporting <strong>multishot sequences up to 30s at 1080p</strong> with targeted edits that preserve the rest of the scene. <a href="https://x.com/CuriousRefuge/status/2057920807389806699">@CuriousRefuge</a> highlighted <strong>SeeDance 2 Stitcher</strong> for seamlessly extending AI-generated cinematic clips using Omni-generated continuations.</p></li><li><p><strong>Speech and image generation saw notable jumps</strong>: <a href="https://x.com/ArtificialAnlys/status/2057878247782908109">@ArtificialAnlys</a> ranked <strong>Cartesia Sonic-3.5</strong> as the new <strong>#1 TTS model</strong> on their Speech Arena, citing an <strong>Elo of 1218</strong>, support for <strong>42 languages</strong>, and strong naturalness/transcript following. Cartesia claims <strong>82ms end-to-end first audio</strong> in production <a href="https://x.com/cartesia/status/2057880195403800633">here</a>. In image generation, <a href="https://x.com/wildmindai/status/2057797994242523317">@wildmindai</a> flagged Tencent&#8217;s <strong>Z-Image 6B</strong> as a <strong>pixel-space generator</strong> with <strong>no VAE</strong>, <strong>1K resolution</strong>, and a transfer framework for converting Flux/SD models; related ecosystem work included Pixal3D demos from <a href="https://x.com/victormustar/status/2057752615396557225">@victormustar</a> and training support for <strong>Z-Image L2P 1k</strong> in AI Toolkit from <a href="https://x.com/ostrisai/status/2057931161889095928">@ostrisai</a>.</p></li></ul><p><strong>Security, Cyber, and Policy Pressure</strong></p><ul><li><p><strong>Cybersecurity is quickly becoming a proving ground for advanced agents</strong>: <a href="https://x.com/AnthropicAI/status/2057909102542549503">@AnthropicAI</a> said <strong>Project Glasswing</strong> and partners found <strong>more than ten thousand high- or critical-severity vulnerabilities</strong> in essential software within a month, and explicitly warned the industry will need to adapt to the volume of vulnerabilities that models like <strong>Claude Mythos Preview</strong> can find. Security productization is following: <a href="https://x.com/perplexity_ai/status/2057869990536360334">@perplexity_ai</a> open-sourced <strong>Bumblebee</strong>, a read-only scanner for macOS/Linux to detect risky packages, extensions, and AI tool configs; <a href="https://x.com/AravSrinivas/status/2057873563156402448">@AravSrinivas</a> said enterprise deployment will require <strong>agentic sandboxes</strong> plus continuous security engineering.</p></li><li><p><strong>US immigration policy changes triggered sharp backlash from AI leaders</strong>: Several high-engagement posts argued a proposed rule forcing green-card applicants to apply from outside the US would directly damage the AI talent pipeline. See <a href="https://x.com/Nick_Davidov/status/2057842593850118286">@Nick_Davidov</a>, <a href="https://x.com/AndrewYNg/status/2057907324380217821">@AndrewYNg</a>, <a href="https://x.com/theo/status/2057911377151582437">@theo</a>, <a href="https://x.com/garrytan/status/2057958284410380793">@garrytan</a>, and <a href="https://x.com/togelius/status/2057912236262453607">@togelius</a>. The common argument: the rule punishes <strong>legal high-skill immigrants</strong>, undermines startups and research, and harms US competitiveness in AI.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><a href="https://x.com/deepseek_ai/status/2057854261699195173">@deepseek_ai on making the V4-Pro discount permanent</a> &#8212; the clearest single-market signal in this batch around <strong>LLM inference economics</strong>.</p></li><li><p><a href="https://x.com/gdb/status/2057670776803996110">@gdb on &#8220;the model alone is no longer the product&#8221;</a> &#8212; concise articulation of the current <strong>agent/harness product thesis</strong>.</p></li><li><p><a href="https://x.com/AnthropicAI/status/2057909102542549503">@AnthropicAI on Glasswing finding 10,000+ critical vulnerabilities</a> &#8212; one of the strongest data points for <strong>AI-driven cyber capability</strong> moving into production.</p></li><li><p><a href="https://x.com/dsp_/status/2057780712187580924">@dsp_ on MCP 2026-07-28 RC</a> &#8212; important protocol update: <strong>stateless MCP</strong> plus first-class extensions.</p></li><li><p><a href="https://x.com/GoogleDeepMind/status/2057842131142590512">@GoogleDeepMind on Project Genie + Street View</a> &#8212; notable step toward <strong>consumer-facing world models</strong>.</p></li><li><p><a href="https://x.com/cursor_ai/status/2057913121558413770">@cursor_ai on opening the Cursor SDK for custom agents</a> &#8212; relevant for teams building on top of coding-agent infrastructure.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><p></p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] New AI Infra unicorns: Exa, Modal, TurboPuffer]]></title><description><![CDATA[a quiet day lets us feature fundraises!]]></description><link>https://www.latent.space/p/ainews-new-ai-infra-unicorns-exa</link><guid isPermaLink="false">https://www.latent.space/p/ainews-new-ai-infra-unicorns-exa</guid><dc:creator><![CDATA[Latent.Space]]></dc:creator><pubDate>Fri, 22 May 2026 05:50:58 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/ab2507aa-9755-4e9d-9cbf-4c7f755a8527_1086x280.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>Take the <a href="https://notion.qualtrics.com/jfe/form/SV_bP07tSVMXH7ePCS">2026 AI Engineering Survey</a> and get &gt;$2k in credits and <a href="https://ai.engineer/wf">AIE WF tickets</a>!</em></p><div><hr></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Congrats to all our past guests who reached huge milestones this week:</p><ul><li><p><strong><a href="https://x.com/Sirupsen/status/2057470756070781400">Turbopuffer</a></strong>: $100M ARR and profitable (<a href="https://www.latent.space/p/turbopuffer">our podcast</a>)</p></li><li><p><strong><a href="https://exa.ai/blog/announcing-series-c">Exa</a></strong>: $250M@$2.2B Series C (<a href="https://www.latent.space/p/exa">our podcast</a>)</p></li><li><p><strong><a href="https://x.com/bernhardsson/status/2057530320790995262?s=12">Modal</a></strong>: $355M@$4.7B Series C (<a href="https://www.latent.space/p/modal">our podcast</a>) </p></li></ul><p>We really need to be raising that Latent Space fund soon&#8230; but meanwhile.. <strong>help us out</strong> by taking the <a href="https://notion.qualtrics.com/jfe/form/SV_bP07tSVMXH7ePCS">2026 AI Engineering Survey</a> and get &gt;$2k in Notion and Vercel credits and <a href="https://ai.engineer/wf">AIE WF tickets</a>!</p><p></p><blockquote><p>AI News for 5/20/2026-5/21/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Model, Benchmark, and Research Updates: RAEv2, Gated DeltaNet-2, Data Filtering, and Open Math</strong></p><ul><li><p><strong>RAEv2 and representation-first tokenization</strong>: Several researchers highlighted <strong>RAEv2</strong> as a meaningful follow-on to Representation Autoencoders for unified vision understanding and generation. <a href="https://x.com/1jaskiratsingh/status/2057568174590304421">@1jaskiratsingh</a> says the update yields <strong>&gt;10x faster convergence</strong>, better reconstruction, and better generation, with tests extending to <strong>text-to-image and world models</strong>. A Chinese summary from <a href="https://x.com/recatm/status/2057456332861567359">@recatm</a> usefully extracts the three main findings: summing the last <strong>K encoder layers</strong> instead of only the final layer improves both reconstruction and generation without added inference cost; <strong>RAE and REPA are complementary</strong> across semantics vs. spatial structure; and REPA can be reformulated as an internal self-guidance mechanism, avoiding extra weak-model guidance passes. <a href="https://x.com/sainingxie/status/2057595509519311077">@sainingxi`e</a> also points to new evaluation views beyond FID, arguing there is still underexplored headroom in representation-powered pixel decoders.</p></li><li><p><strong>Alternatives to standard attention and tokenizer assumptions</strong>: NVIDIA&#8217;s <strong><a href="https://x.com/ahatamiz1/status/2057586630450610673">Gated DeltaNet-2</a></strong> decouples <strong>erase</strong> and <strong>write</strong> operations in linear attention with channel-wise gates, outperforming <strong>KDA</strong> and <strong>Mamba-3</strong> at <strong>1.3B</strong> parameters on language modeling and commonsense reasoning, with notable long-context retrieval gains on <strong>RULER</strong>; <a href="https://x.com/rasbt/status/2057599925878169761">@rasbt</a> called it one of the more interesting hybrid-attention directions. On tokenization, <a href="https://x.com/NousResearch/status/2057610978934546805">@NousResearch</a> released a controlled study of why <strong>subword tokenization</strong> helps, simulating seven hypothesized benefits inside a <strong>1.7B byte-level</strong> pipeline; only <strong>three of seven</strong> interventions moved validation loss at that scale. Separately, <a href="https://x.com/tatsu_hashimoto/status/2057489411768803526">@tatsu_hashimoto</a> reported a surprising scaling result on <strong>DCLM</strong>: with enough compute, the best data filter may be <strong>no filter</strong>, with projections suggesting the crossover for internet-scale pools lands around <strong>1e30 FLOPs</strong>; downstream evals appear noisy but directionally consistent (<a href="https://x.com/tatsu_hashimoto/status/2057489440273322447">follow-up</a>).</p></li><li><p><strong>Mechanistic interpretability and geometry</strong>: <a href="https://x.com/GoodfireAI/status/2057487848258101551">@GoodfireAI</a> argues the dominant &#8220;models think in curved manifolds, SAEs use straight-line features&#8221; critique is only partly right. Their proposed fix is to cluster SAE features by <strong>joint firing patterns</strong>, recovering geometry through <strong>feature groups</strong> rather than isolated atoms (<a href="https://x.com/GoodfireAI/status/2057487927089954962">thread continuation</a>, <a href="https://x.com/GoodfireAI/status/2057487939836502461">post</a>). This is a useful update to the current SAE discourse: not a rejection of sparse features, but a warning that interpretation should move from single features to structured ensembles.</p></li><li><p><strong>Math as an AI research domain</strong>: The biggest scientific discussion centered on OpenAI&#8217;s reported result on an Erd&#337;s unit-distance problem. <a href="https://x.com/markchen90/status/2057517045575774598">@markchen90</a> framed it as evidence that mathematics is currently the domain most amenable to AI-assisted research breakthroughs, while <a href="https://x.com/wtgowers/status/2057536069218742518">@wtgowers</a> noted that if the reported low human interaction level holds, the result is genuinely interesting. The discourse was immediately shaped by skepticism and benchmark/gameability concerns, with <a href="https://x.com/memecrashes/status/2057478155246440929">@memecrashes</a> joking that the result was &#8220;outdated not even 3 hours later by a human,&#8221; and <a href="https://x.com/cloneofsimo/status/2057486750004756524">@cloneofsimo</a> pointing out the predictable &#8220;goalpost moving&#8221; around what counts as legitimate AI mathematics. The interesting technical meta-point is that math continues to function as a relatively legible frontier for AI co-research because outputs can be checked, debated, and extended.</p></li></ul><p><strong>Agents, Harnesses, and Developer Tooling: Codex, Gemini, Devin, and Agent Infrastructure</strong></p><ul><li><p><strong>Harnesses are still a major source of capability gains</strong>: <a href="https://x.com/lvwerra/status/2057476832664953225">@lvwerra</a> released <strong>physics-intern</strong>, a science-problem harness that boosts models like <strong>Gemini 3.1 Pro from 17.7 to 31.4</strong>, surpassing <strong>GPT 5.5 Pro</strong> in that setup. The notable nuance is that GPT 5.5 Pro itself did <strong>not</strong> benefit from the harness, suggesting model-specific absorption of scaffolding tricks. In the same spirit, <a href="https://x.com/KLieret/status/2057471442066030795">@KLieret</a> made <strong>mini-swe-agent</strong> runnable on <strong>ProgramBench</strong>, explicitly aiming to improve harness innovation around software engineering agents.</p></li><li><p><strong>Agent design patterns are maturing from &#8220;single agent first&#8221; to explicit subagent orchestration</strong>: <a href="https://x.com/cwolferesearch/status/2057486293882282293">@cwolferesearch</a> gives a practical synthesis: start with <strong>single-agent systems</strong>, and only move to <strong>manager/sub-agent</strong> or decentralized multi-agent topologies when tool sprawl or prompt bloat becomes unmanageable. That advice lines up with more operational observations from users of subagents: <a href="https://x.com/andrew_locke/status/2057537633555993058">@andrew_locke</a> describes Cognition&#8217;s sub-Devin workflow as a step change, compressing what previously looked like <strong>2+ engineer-weeks</strong> into a couple of hours.</p></li><li><p><strong>Codex shipped a substantial product layer on top of the model</strong>: OpenAI&#8217;s &#8220;Codex Thursday&#8221; updates matter less as standalone features than as signs of where coding agents are going. <a href="https://x.com/OpenAIDevs/status/2057530207976989179">@OpenAIDevs</a> launched <strong>Appshots</strong>, which capture both screenshot and text from Mac app windows for richer working context; they also added <strong>team plugin sharing</strong> (<a href="https://x.com/OpenAIDevs/status/2057530212339097994">link</a>) and more detailed <strong>org analytics</strong> (<a href="https://x.com/OpenAIDevs/status/2057530213974814844">link</a>). The more important systems shift is remote computer use: <a href="https://x.com/OpenAIDevs/status/2057536706778378692">@OpenAIDevs</a> says Codex can now securely use apps on your Mac <strong>from your phone even when the Mac is locked</strong>. This is a strong signal that the agent product surface is moving from chat IDEs to persistent cross-device operator workflows.</p></li><li><p><strong>Gemini&#8217;s agent/tool story is broadening quickly</strong>: <a href="https://x.com/OfficialLoganK/status/2057460544643404125">@OfficialLoganK</a> highlighted that <strong>Gemini 3.5 Flash</strong> ranks <strong>#1 on APEX-Agents-AA</strong>, outperforming larger models. On the applied side, <a href="https://x.com/_philschmid/status/2057513254856151339">@_philschmid</a> shows a GitHub issue triage agent built with a <strong>single Gemini API call</strong> and no orchestration framework, while <a href="https://x.com/skalskip92/status/2057502215506473121">@skalskip92</a> demonstrates Gemini 3.5 Flash replacing a custom vision pipeline for lane/car reasoning with one multimodal API call. Google also expanded action surfaces: <strong>Daily Brief</strong> (<a href="https://x.com/GeminiApp/status/2057500470147698936">announcement</a>) and connected-app actions with <strong>OpenTable, Canva, and Instacart</strong> (<a href="https://x.com/GeminiApp/status/2057550225863246236">announcement</a>) are essentially consumer-facing agent workflows.</p></li><li><p><strong>Developer infra is converging around retrieval, streaming, sandboxes, and security boundaries</strong>: Weaviate shipped a built-in <strong>MCP server</strong> inside the database so coding agents can ingest a repo and use <strong>hybrid BM25 + vector retrieval</strong> without extra processes (<a href="https://x.com/weaviate_io/status/2057476556449010024">announcement</a>). LangChain introduced both a <strong>sandbox Auth Proxy</strong> for controlling agent-world boundaries (<a href="https://x.com/LangChain/status/2057508777759236401">announcement</a>) and a new <strong>typed streaming protocol</strong> for rendering tools, subagents, media, and interrupts as first-class projections rather than token streams (<a href="https://x.com/bromann/status/2057507753191518602">overview</a>). vLLM&#8217;s <strong>Elastic Expert Parallelism</strong> is also notable systems work: <a href="https://x.com/vllm_project/status/2057602243860574463">@vllm_project</a> describes live resizing of MoE <strong>DP/EP topology</strong> without full restarts, using direct GPU-to-GPU transfers over <strong>NVLink/RDMA</strong>&#8212;important not just for scaling but for future fault-tolerant serving.</p></li></ul><p><strong>Infrastructure, Compute, and AI Business Signals: Modal, Turbopuffer, Hark, and the Compute Race</strong></p><ul><li><p><strong>The infra layer had one of its clearest &#8220;this is where the money is&#8221; days</strong>: <a href="https://x.com/Sirupsen/status/2057470756070781400">@Sirupsen</a> said <strong>turbopuffer</strong> crossed <strong>$100M run-rate</strong> in March, just <strong>19 months after $1M</strong>, while being <strong>profitable</strong> and raising <strong>&lt; $1M</strong>. The company&#8217;s positioning is straightforward and timely: frontier teams know &#8220;the magic happens with AI when it draws in just the right context,&#8221; which turns a lot of product differentiation into a <strong>search/retrieval problem</strong> (<a href="https://x.com/Sirupsen/status/2057470791516844188">follow-up</a>). That aligns with broader sentiment from <a href="https://x.com/swyx/status/2057543654340710556">@swyx</a> that &#8220;boring&#8221; AI infrastructure, not only glamorous frontier research, is where wealth creation is accruing.</p></li><li><p><strong>Modal raised big and continues to look like a core AI cloud winner</strong>: <a href="https://x.com/bernhardsson/status/2057530320790995262">@bernhardsson</a> announced a <strong>$355M Series C at a $4.65B valuation</strong>. Investors and users emphasized the same thesis: rebuilding the cloud stack for AI workloads from the ground up, with strong performance and developer experience (<a href="https://x.com/Redpoint/status/2057532087570166134">Redpoint</a>, <a href="https://x.com/mathemagic1an/status/2057534253790097788">user endorsement</a>). This sits alongside other signals that agent-native compute is emerging as its own category; <a href="https://x.com/latentspacepod/status/2057565350187995260">@latentspacepod</a> summarized Daytona&#8217;s pitch around <strong>60ms sandboxes</strong>, <strong>50K startups in 75 seconds</strong>, and RL/evals workloads now representing roughly <strong>half</strong> of usage.</p></li><li><p><strong>Compute remains the strategic bottleneck, and the market appears tiered</strong>: <a href="https://x.com/AymericRoucher/status/2057492189626720729">@AymericRoucher</a> sketched a useful compute taxonomy: <strong>US leaders</strong> (OpenAI, Anthropic, Google, with Meta/xAI joining) in the <strong>multi-gigawatt</strong> class; <strong>Chinese giants</strong> scaling from hundreds of MW toward multi-GW, increasingly on domestic stacks; and <strong>European contenders</strong> such as Mistral at around <strong>90 MW</strong> today aiming for <strong>1 GW by 2029</strong>. The exact numbers are debatable, but the framing is consistent with <a href="https://x.com/EpochAIResearch/status/2057499893854536185">@EpochAIResearch</a>, which notes that even if OpenAI kicked off the recent compute buildout, frontier labs still use well under all global compute capacity, leaving open the question of how much further the buildout can accelerate. Component economics also continue to shift toward memory: <a href="https://x.com/EpochAIResearch/status/2057531410030997789">@EpochAIResearch</a> reports <strong>HBM</strong> grew from <strong>52% to 63%</strong> of total AI chip component spending from Q1 2024 to Q4 2025.</p></li><li><p><strong>Capital is flowing to interface/hardware bets as well as infra</strong>: <a href="https://x.com/adcock_brett/status/2057462134989263047">@adcock_brett</a> announced <strong>Hark</strong> raised <strong>$700M at a $6B valuation</strong>, aimed at GPU infrastructure, future model development, hardware, and multimodal/personal intelligence products. The details are sparse beyond hiring areas&#8212;foundation models, infra, speech, computer-use agents, hardware&#8212;but the size of the raise shows investor appetite for vertically integrated AI-device bets. Hark also reported a <strong>200-hour</strong> uninterrupted autonomous run for <strong>F.03</strong> (<a href="https://x.com/adcock_brett/status/2057651077928145235">announcement</a>), though without enough technical detail yet to evaluate the underlying robotics stack.</p></li></ul><p><strong>Multimodal, Video, Biology, and Robotics: Runway, Carbon, Earth Models, and Open Humanoids</strong></p><ul><li><p><strong>Video editing and generation are getting more compositional</strong>: Runway launched <strong>Aleph 2.0</strong> and the new <strong>Edit Studio</strong>, letting users edit a single frame and propagate that edit through the rest of the video (<a href="https://x.com/runwayml/status/2057530497597600169">Runway</a>, <a href="https://x.com/iamneubert/status/2057535909524824226">product lead</a>). This is a practical productization of the &#8220;reference-guided edit propagation&#8221; problem that multimodal builders care about. Separately, Alibaba researchers&#8217; <strong>MIGA</strong> was flagged by <a href="https://x.com/HuggingPapers/status/2057506246899724355">@HuggingPapers</a> as a <strong>train-free</strong> method for <strong>infinite-frame</strong> video generation with a two-stage alignment mechanism for temporal consistency. On the open-source avatar side, Meituan released <strong>LongCat-Video-Avatar 1.5</strong> with <strong>Whisper-Large</strong> replacing Wav2Vec2, <strong>8-step inference</strong>, long-video identity consistency, and broader stylized-domain generalization (<a href="https://x.com/Meituan_LongCat/status/2057494106889486646">announcement</a>).</p></li><li><p><strong>Foundation models for biology and Earth observation continue to become more usable</strong>: Hugging Face Bio&#8217;s <strong>Carbon</strong> DNA model family got follow-on demos and infra validation. <a href="https://x.com/LoubnaBenAllal1/status/2057488110263435640">@LoubnaBenAllal1</a> highlighted applications in <strong>sequence design, variant effect prediction, and learned representations</strong>, while <a href="https://x.com/Shekswess/status/2057468970471448787">@Shekswess</a> showed <strong>Carbon-500M, 3B, and 8B</strong> compiling and running on a single <strong>Trainium2 trn2.3xlarge</strong> with NxD Inference on day one. For geospatial modeling, <a href="https://x.com/cgeorgiaw/status/2057481909802774664">@cgeorgiaw</a> reported <strong>OlmoEarth v1.1</strong> is <strong>3x cheaper/faster</strong> by changing the tokenization of multi-resolution Sentinel-2 inputs into <strong>3x fewer tokens</strong>, exploiting the quadratic compute savings.</p></li><li><p><strong>Open robotics is getting more buildable</strong>: Hugging Face&#8217;s <strong>LeRobot Humanoid</strong> drew attention as a genuinely full-stack open release rather than a showcase demo. <a href="https://x.com/robotsdigest/status/2057507896129380581">@robotsdigest</a> and <a href="https://x.com/lukas_m_ziegler/status/2057515219946205399">@lukas_m_ziegler</a> both emphasize the same package: roughly <strong>$2.5k</strong>, <strong>3D-printed</strong>, complete hardware/CAD, calibration/runtime, simulation, identification tools, and training pipelines. The key point is not just affordability; it&#8217;s repairability and iteration speed for real robot learning workflows.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>OpenAI / Codex product expansion</strong>: <a href="https://x.com/OpenAIDevs/status/2057536706778378692">Codex can securely use apps on your Mac from your phone, even when the Mac is locked</a>, plus <a href="https://x.com/OpenAIDevs/status/2057530207976989179">Appshots</a> for richer app context.</p></li><li><p><strong>Infrastructure winners</strong>: <a href="https://x.com/Sirupsen/status/2057470756070781400">turbopuffer at $100M run-rate, profitable, &lt; $1M raised</a>; <a href="https://x.com/bernhardsson/status/2057530320790995262">Modal raises $355M Series C at $4.65B</a>; <a href="https://x.com/adcock_brett/status/2057462134989263047">Hark raises $700M at $6B</a>.</p></li><li><p><strong>Research discussions with broad technical resonance</strong>: <a href="https://x.com/markchen90/status/2057517045575774598">OpenAI&#8217;s Erd&#337;s-related math result discussion</a>; <a href="https://x.com/1jaskiratsingh/status/2057568174590304421">RAEv2 release</a>; <a href="https://x.com/tatsu_hashimoto/status/2057489411768803526">&#8220;no filter&#8221; scaling result for LM data curation</a>.</p></li><li><p><strong>Agent capability trendlines</strong>: <a href="https://x.com/OfficialLoganK/status/2057460544643404125">Gemini 3.5 Flash tops APEX-Agents-AA</a>; <a href="https://x.com/googlegemma/status/2057570113390551452">Gemma 4 E4B driving an iOS simulator on-device via Argent</a>; <a href="https://x.com/cognition/status/2057496130225668360">Devin for Windows</a>.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><p></p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] OpenAI GPT-next disproves 80 year old Erdős planar unit distance problem for under $1000]]></title><description><![CDATA[a quiet day but a nice result in AI x mathematics]]></description><link>https://www.latent.space/p/ainews-openai-gpt-next-disproves</link><guid isPermaLink="false">https://www.latent.space/p/ainews-openai-gpt-next-disproves</guid><pubDate>Thu, 21 May 2026 07:28:36 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!BIRC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>We will leave coverage of the <a href="https://x.com/eliebakouch/status/2057222864332320999?s=12">SpaceXAI IPO filing</a> for the actual day of IPO. Today we celebrate OpenAI&#8217;s result, speculated to be <a href="https://x.com/willdepue/status/2057213893857165701">GPT 5.6 running for &lt;32 hours or &lt;$1000</a>, on <a href="https://openai.com/index/model-disproves-discrete-geometry-conjecture/">the planar unit distance problem</a>. Similar to the 2025 <a href="https://news.smol.ai/issues/25-08-11-ioi-gold">IMO Gold</a> result, this is a general purpose LLM, <a href="https://x.com/polynoamial/status/2057179104315670826">not an AlphaProof/Lean style dedicated model</a>, which lends hope that this extended reasoning will generalize beyond math:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!BIRC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!BIRC!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png 424w, https://substackcdn.com/image/fetch/$s_!BIRC!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png 848w, https://substackcdn.com/image/fetch/$s_!BIRC!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png 1272w, https://substackcdn.com/image/fetch/$s_!BIRC!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!BIRC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png" width="1098" height="1582" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1582,&quot;width&quot;:1098,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1038823,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.latent.space/i/198666022?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!BIRC!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png 424w, https://substackcdn.com/image/fetch/$s_!BIRC!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png 848w, https://substackcdn.com/image/fetch/$s_!BIRC!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png 1272w, https://substackcdn.com/image/fetch/$s_!BIRC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ff7bdc0-79ef-49ce-a5c0-f7db89d60637_1098x1582.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><p>Among the 125 pages of output, there exists a &#8220;<a href="https://x.com/voooooogel/status/2057198687307362642">page 39 moment</a>&#8221; that is getting some attention:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!aLpj!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!aLpj!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png 424w, https://substackcdn.com/image/fetch/$s_!aLpj!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png 848w, https://substackcdn.com/image/fetch/$s_!aLpj!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png 1272w, https://substackcdn.com/image/fetch/$s_!aLpj!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!aLpj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png" width="753" height="620" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:620,&quot;width&quot;:753,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Image&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Image" title="Image" srcset="https://substackcdn.com/image/fetch/$s_!aLpj!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png 424w, https://substackcdn.com/image/fetch/$s_!aLpj!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png 848w, https://substackcdn.com/image/fetch/$s_!aLpj!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png 1272w, https://substackcdn.com/image/fetch/$s_!aLpj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8288cdb3-1d89-4582-9d70-0f251a57d477_753x620.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><p>As the authors of <a href="https://cdn.openai.com/pdf/74c24085-19b0-4534-9c90-465b8e29ad73/unit-distance-remarks.pdf">the opinion letter</a> note, this is a disproof, not a proof, which would have been more impressive, but nevertheless points towards the way of things to come:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Q2Fl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff77d343f-e4c1-4125-b78a-33728e06a6ba_1778x1490.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Q2Fl!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff77d343f-e4c1-4125-b78a-33728e06a6ba_1778x1490.png 424w, https://substackcdn.com/image/fetch/$s_!Q2Fl!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff77d343f-e4c1-4125-b78a-33728e06a6ba_1778x1490.png 848w, https://substackcdn.com/image/fetch/$s_!Q2Fl!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff77d343f-e4c1-4125-b78a-33728e06a6ba_1778x1490.png 1272w, https://substackcdn.com/image/fetch/$s_!Q2Fl!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff77d343f-e4c1-4125-b78a-33728e06a6ba_1778x1490.png 1456w" sizes="100vw"><img 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loading="lazy"></picture><div></div></div></a></figure></div><p></p><p></p><blockquote><p>AI News for 5/4/2026-5/5/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>OpenAI&#8217;s Math Breakthrough on the Erd&#337;s Unit Distance Problem</strong></p><ul><li><p><strong>A general-purpose reasoning model produced a new research result in discrete geometry</strong>: OpenAI announced that an internal model disproved a long-standing belief around the planar <strong>unit distance problem</strong>, a famous Erd&#337;s problem from 1946, discovering a new family of constructions that improves on square-grid-style solutions <a href="https://x.com/OpenAI/status/2057176201782075690">@OpenAI</a>. OpenAI emphasized this was a <strong>general-purpose model</strong>, not a domain-specific math system or scaffolded solver <a href="https://x.com/OpenAI/status/2057176203166171317">@OpenAI</a>, and said the result points to stronger long-horizon reasoning for science broadly <a href="https://x.com/OpenAI/status/2057176204541866087">@OpenAI</a>.</p></li><li><p>The result drew unusually strong validation from mathematicians and adjacent researchers. <strong>Timothy Gowers</strong> called it the first really clear example of AI solving a <strong>well-known</strong> open math problem <a href="https://x.com/wtgowers/status/2057175729008153069">@wtgowers</a>, while OpenAI researcher <strong>Hongxun Wu</strong> described it as an internal reasoning-LLM milestone on &#8220;the hardest problems&#8221; <a href="https://x.com/HongxunWu/status/2057176383106027567">@HongxunWu</a>. Additional reactions from <a href="https://x.com/thomasfbloom/status/2057177152894771631">@thomasfbloom</a>, <a href="https://x.com/gdb/status/2057182650784452925">@gdb</a>, <a href="https://x.com/alexwei_/status/2057182873208369485">@alexwei_</a>, and <a href="https://x.com/polynoamial/status/2057178198228586824">@polynoamial</a> converged on the same point: this appears qualitatively beyond prior &#8220;AI does olympiad math&#8221; milestones.</p></li><li><p><strong>Notable technical subtext</strong>: OpenAI says the model was not pushed to the limit and is intended for eventual public use <a href="https://x.com/polynoamial/status/2057179104315670826">@polynoamial</a>. The published reasoning summary itself is reportedly massive&#8212;around <strong>125 pages</strong> per <a href="https://x.com/voooooogel/status/2057198687307362642">@voooooogel</a>&#8212;which helped fuel discussion about the practical role of <strong>test-time compute</strong> in frontier reasoning. Some observers explicitly framed this as further evidence that inference-time scaling is the paradigm carrying current progress <a href="https://x.com/_arohan_/status/2057188616099725525">@</a><em><a href="https://x.com/_arohan_/status/2057188616099725525">arohan</a></em>, with others extrapolating to faster future gains in formal science and mathematics <a href="https://x.com/scaling01/status/2057246143881609510">@scaling01</a>, <a href="https://x.com/sama/status/2057203171198636251">@sama</a>.</p></li></ul><p><strong>Cohere Command A+ Open Release and Architecture Discussion</strong></p><ul><li><p><strong>Cohere released Command A+ as Apache 2.0 open weights</strong>, positioning it as its most powerful model yet and explicitly optimized for low hardware requirements <a href="https://x.com/cohere/status/2057120818551734589">@cohere</a>, with the licensing clarified in a follow-up <a href="https://x.com/cohere/status/2057122131410813016">@cohere</a>. The release is significant partly because it is Cohere&#8217;s <strong>first fully open Apache 2 model</strong> per <a href="https://x.com/aidangomez/status/2057142232860258527">@aidangomez</a>. Community reaction focused on this as a meaningful shift toward more permissive, deployable enterprise-grade open models <a href="https://x.com/nickfrosst/status/2057132425310851104">@nickfrosst</a>, <a href="https://x.com/ClementDelangue/status/2057180057756467671">@ClementDelangue</a>.</p></li><li><p>The model details repeated across multiple posts: roughly <strong>218B MoE / 25B active</strong>, <strong>multimodal</strong>, <strong>48 languages</strong>, and runnable on relatively modest setups <a href="https://x.com/JayAlammar/status/2057145838011564126">@JayAlammar</a>, <a href="https://x.com/mervenoyann/status/2057128432190787643">@mervenoyann</a>. <strong>vLLM day-0 support</strong> landed quickly, including a note that it can run on as little as <strong>2&#215; H100s at W4A4</strong> <a href="https://x.com/vllm_project/status/2057206049665622070">@vllm_project</a>.</p></li><li><p><strong>Benchmarks painted a mixed but credible picture</strong>: Artificial Analysis placed Command A+ at <strong>37 on its Intelligence Index</strong>, around Claude 4.5 Haiku territory, with especially strong <strong>non-hallucination</strong> behavior and decent speed, but weaker scientific reasoning and coding than top peer models <a href="https://x.com/ArtificialAnlys/status/2057123594162077837">@ArtificialAnlys</a>. The community also dug into the architecture: unusual choices called out include a <strong>parallel transformer block</strong>, large <strong>shared expert</strong> usage, <strong>LayerNorm over RMSNorm</strong>, relatively low <strong>32-layer</strong> depth, and atypical head/expert configurations <a href="https://x.com/eliebakouch/status/2057198733759008989">@eliebakouch</a>, <a href="https://x.com/rasbt/status/2057241574161932339">@rasbt</a>, <a href="https://x.com/stochasticchasm/status/2057150551696261607">@stochasticchasm</a>. This made the release notable not just as a model drop but as an architectural data point.</p></li></ul><p><strong>Benchmarks for Agents, Memory, and Scientific Workflows</strong></p><ul><li><p><strong>InferenceBench</strong> is one of the day&#8217;s most technically substantive releases. It targets <strong>AI R&amp;D automation</strong> through open-ended inference optimization tasks, and the headline is negative for current frontier agents: they struggle with <strong>system-level engineering</strong>, dependency management, and broad exploration, underperforming a simple baseline of <strong>vLLM/SGLang hyperparameter tuning</strong> <a href="https://x.com/maksym_andr/status/2057106398228439148">@maksym_andr</a>. The thread also reports an apparent <strong>inverse scaling</strong> effect, where models like <strong>Claude Sonnet 4.6</strong> and <strong>GLM-5</strong> rank well because they preserve robust final states, while larger models often produce brittle end configurations.</p></li><li><p><strong>Terminal-Bench Science</strong> extends agent evaluation from coding into <strong>real scientific workflows</strong>, with task contributions now open <a href="https://x.com/StevenDillmann/status/2057144415513420049">@StevenDillmann</a>. In parallel, <strong>MINTEval</strong> targets long-context memory systems under frequent updates and interference: average instance length is <strong>138.8k tokens</strong> with up to <strong>1.8M</strong>, yet across 7 systems the average accuracy is only <strong>27.9%</strong>, with the best at <strong>33.4%</strong> <a href="https://x.com/hyunji_amy_lee/status/2057141349166768233">@hyunji_amy_lee</a>. This complements a growing line of work arguing that memory should be a dedicated learned subsystem rather than just RAG/context stuffing <a href="https://x.com/dair_ai/status/2057182105671750047">@dair_ai</a>.</p></li><li><p>On the human side of interaction research, <strong>ThoughtTrace</strong> introduced a large-scale dataset of users&#8217; <strong>self-reported thoughts during real LLM conversations</strong>: <strong>10,174 thought annotations</strong>, <strong>2,155 multi-turn conversations</strong>, <strong>1,058 users</strong>, <strong>20 models</strong>. Reported gains include <strong>+41.7%</strong> for user behavior prediction and <strong>+25.6%</strong> for alignment <a href="https://x.com/chuanyang_jin/status/2057111965101670842">@chuanyang_jin</a>. This is one of the more concrete attempts to instrument the &#8220;latent user state&#8221; that conversation logs alone miss.</p></li></ul><p><strong>Google I/O Follow-Through: Gemini 3.5 Flash, Omni, AI Studio, and Antigravity</strong></p><ul><li><p><strong>Gemini 3.5 Flash</strong> began broader rollout in the Gemini app, including free access globally <a href="https://x.com/GeminiApp/status/2057140474192994356">@GeminiApp</a>, <a href="https://x.com/GeminiApp/status/2057237126526517727">@GeminiApp</a>. Google framed it as its strongest <strong>agentic and coding</strong> model yet, claiming frontier performance at <strong>4&#215; the speed</strong> of comparable models and under half the cost <a href="https://x.com/Google/status/2057257773868388448">@Google</a>. However, external discussion was much more mixed, with multiple posts questioning <strong>real-world cost/performance</strong> and token efficiency despite favorable launch-stage benchmark positioning <a href="https://x.com/ArtificialAnlys/status/2057181290412261557">@ArtificialAnlys</a>, <a href="https://x.com/scaling01/status/2057177354582020362">@scaling01</a>, <a href="https://x.com/giffmana/status/2057155343390494949">@giffmana</a>.</p></li><li><p><strong>Gemini Omni</strong> appears to have made the bigger qualitative impression than 3.5 Flash. Google positioned it as a conversational multimodal creation/editing model for video and mixed-input workflows <a href="https://x.com/Google/status/2057180052979409172">@Google</a>, with Gemini app demos showing conversational video editing <a href="https://x.com/GeminiApp/status/2057159933934907825">@GeminiApp</a>. Early reactions generally treated Omni as a more differentiated product than the core LLM refresh <a href="https://x.com/scaling01/status/2057143531622334678">@scaling01</a>.</p></li><li><p>On tooling, <strong>AI Studio</strong> pushed harder toward end-to-end developer workflow and mobile access <a href="https://x.com/GoogleAIStudio/status/2057122673558434205">@GoogleAIStudio</a>, while several posts tried to decode the relation between <strong>Gemini Spark</strong>, <strong>Antigravity</strong>, and Google&#8217;s internal/external agent harnesses <a href="https://x.com/simonw/status/2057115921551098211">@simonw</a>, <a href="https://x.com/_philschmid/status/2057136375988912176">@_philschmid</a>. A more concrete Antigravity-adjacent update was the launch of <strong>Science Skills</strong> for Google&#8217;s agent stack, integrating 30+ life-science sources such as <strong>UniProt</strong> and <strong>AlphaFold DB</strong> <a href="https://x.com/GoogleDeepMind/status/2057256257153884161">@GoogleDeepMind</a>.</p></li></ul><p><strong>Agent Infrastructure, Retrieval, and Dev Tooling</strong></p><ul><li><p>Several posts converged on the same operational lesson: <strong>agents fail on infra reality before they fail on demos</strong>. That theme shows up in the qualitative thread on research agents fighting dependency conflicts and configs <a href="https://x.com/jehyeoky248/status/2057103859927941153">@jehyeoky248</a>, in LangChain&#8217;s push for <strong>LangSmith Sandboxes GA</strong> <a href="https://x.com/LangChain/status/2057152025058558072">@LangChain</a>, and in newer lighter-weight <strong>code interpreter</strong> support for deepagents as a middle ground between pure tool execution and full sandboxes <a href="https://x.com/sydneyrunkle/status/2057179305948647775">@sydneyrunkle</a>, <a href="https://x.com/hwchase17/status/2057214077114679386">@hwchase17</a>.</p></li><li><p>In retrieval/search infra, <strong>Perplexity</strong> described a productionized <strong>query-aware, citation-preserving context compression</strong> system that cuts context tokens by up to <strong>70%</strong> while improving answer quality, and claims <strong>50&#215; compression</strong> on SimpleQA at frontier-level performance <a href="https://x.com/perplexity_ai/status/2057151002105753950">@perplexity_ai</a>. <strong>Weaviate 1.37</strong> added <strong>MMR reranking</strong> to improve diversity in vector retrieval for RAG/agents <a href="https://x.com/weaviate_io/status/2057117923416629676">@weaviate_io</a>, while <strong>SID-1</strong> was presented as an RL-trained agentic search model with <strong>1.9&#215; recall over RAG+rerank</strong>, <strong>24&#215; faster</strong>, and <strong>99% cheaper</strong> than GPT-5.1 in the cited setup <a href="https://x.com/turbopuffer/status/2057166836031193523">@turbopuffer</a>.</p></li><li><p><strong>Cursor</strong>, <strong>VS Code</strong>, and <strong>Codex</strong> all shipped notable workflow updates. Cursor added <strong>automations</strong> in the agents workspace <a href="https://x.com/cursor_ai/status/2057167359593603471">@cursor_ai</a>, VS Code shipped better markdown/HTML previews, remote session continuity, and utility-model configurability <a href="https://x.com/code/status/2057195516123808070">@code</a>, <a href="https://x.com/pierceboggan/status/2057204489661407365">@pierceboggan</a>. On the model side, <strong>Composer 2.5</strong> posted a strong coding-agent showing&#8212;<strong>62</strong> on the Artificial Analysis Coding Agent Index at much lower cost than top Opus/GPT-5.5 variants <a href="https://x.com/ArtificialAnlys/status/2057277363789197561">@ArtificialAnlys</a>. OpenAI also shipped <strong>Codex on mobile</strong> <a href="https://x.com/OpenAIDevs/status/2057142816497906045">@OpenAIDevs</a>.</p></li></ul><p><strong>Top Tweets (by engagement)</strong></p><ul><li><p><strong>OpenAI math milestone</strong>: OpenAI&#8217;s announcement of the unit-distance breakthrough was the most consequential technical post in the set, both for scientific novelty and for what it implies about long-horizon reasoning <a href="https://x.com/OpenAI/status/2057176201782075690">@OpenAI</a>.</p></li><li><p><strong>Cohere Command A+ open release</strong>: One of the largest model-release stories of the day, mainly because of the <strong>Apache 2.0</strong> license and unusual architecture <a href="https://x.com/cohere/status/2057120818551734589">@cohere</a>.</p></li><li><p><strong>Anthropic compute expansion with SpaceX/Colossus</strong>: Anthropic is reportedly scaling up on <strong>Colossus 2</strong> capacity <a href="https://x.com/nottombrown/status/2057194829986300375">@nottombrown</a>, with follow-on posts citing a filing that values the SpaceX compute agreement at <strong>$1.25B/month through May 2029</strong> <a href="https://x.com/SemiAnalysis_/status/2057218890288030110">@SemiAnalysis_</a>.</p></li><li><p><strong>Exa funding</strong>: Exa raised <strong>$250M Series C at a $2.2B valuation</strong>, explicitly framing itself as a search lab organizing web data for agents <a href="https://x.com/ExaAILabs/status/2057132080317042697">@ExaAILabs</a>.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Qwen3.7 Preview and 27B Roadmap</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1theffd/qwen_is_cooking_hard/">Qwen is cooking hard</a></strong> (Activity: 1292): <strong>The image is a screenshot of Chujie Zheng teasing that Qwen is &#8220;cooking hard&#8221;, quoting an announcement that Qwen3.7 Preview is now on Arena with Qwen3.7-Max-Preview and Qwen3.7-Plus-Preview; the post claims Alibaba ranks </strong><code>#6</code><strong> in Text and </strong><code>#5</code><strong> in Vision. In context, the Reddit title/selftext indicate users are anticipating larger and refreshed open-weight models&#8212;especially 122B and a new 27B&#8212;though the screenshot itself is mainly a teaser rather than a technical benchmark breakdown. <a href="https://i.redd.it/cefjio15g12h1.png">Image</a></strong> Commenters are split between excitement for high-end models and practical interest in smaller local models: some want <strong>9B/4B</strong> variants for low-end hardware, while others hope for <strong>122B</strong>, a better <strong>35B</strong>, or joke that Qwen may soon be &#8220;cooking&#8221; their GPU.</p><ul><li><p>Several commenters focused on <strong>model-size coverage</strong> rather than the current <code>27B</code> release, saying they cannot practically run it and are hoping for smaller <strong>Qwen </strong><code>4B</code><strong>/</strong><code>9B</code> variants for low-end or laptop GPUs. There was also interest in larger <code>122B</code> and improved <code>35B</code> checkpoints, though one commenter noted prior <code>122B</code> mentions around Qwen 3.6 never materialized, raising uncertainty about whether a Qwen 3.7 <code>122B</code> will actually ship.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tie6gy/qwen37_max_scored_by_artificial_analysis_27b35b/">Qwen3.7 Max scored by Artificial Analysis, 27B/35B waiting room</a></strong> (Activity: 553): <strong>A Reddit post highlights an <a href="https://preview.redd.it/42ak5qmus82h1.png?width=1133&amp;format=png&amp;auto=webp&amp;s=744ea3dfc06c83d0c4d8aa128c39b3238b17d7be">Artificial Analysis leaderboard screenshot</a> where Qwen3.7 Max ranks </strong><code>5th</code><strong>, roughly level with GPT 5.4 (xhigh) and slightly ahead of Gemini 3.5 Flash. The author notes Qwen3.6 27B trails its Max counterpart by exactly </strong><code>6</code><strong> points and hopes upcoming Qwen3.7 27B/35B variants land close to the Max model&#8217;s performance.</strong> Commenters are mainly <em>&#8220;waiting eagerly for the open weight models&#8221;</em> and view the score as evidence that the <strong>Qwen</strong> team is now competitive with major labs, despite concerns that the Max model is not open-source. One technical concern raised is whether Qwen has fixed its prior tendency toward <em>&#8220;overthinking.&#8221;</em></p><ul><li><p>Commenters focused on whether <strong>Qwen3.7 Max</strong> represents a genuine architectural update versus another finetune/iteration of the <strong>Qwen3.5/Qwen3.6</strong> architecture; one noted that extracting more performance from the same base architecture would still be technically notable.</p></li><li><p>Several users are waiting for potential <strong>open-weight 27B/35B variants</strong>, but one commenter speculated there may be no <strong>Qwen 3.7 27B</strong> at all, arguing that &#8220;Qwen 3.7&#8221; could simply be a private large model similar to <strong>Qwen 3.6 390B A30B</strong> rather than a full public model family.</p></li><li><p>A technical concern raised was whether the Qwen team has addressed the model&#8217;s reported <strong>&#8220;overthinking&#8221;</strong> behavior, implying interest in improvements to reasoning-token efficiency, response latency, and controllability rather than just benchmark gains.</p></li></ul></li><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tiwnpc/qwen_will_release_another_27b_with_high/">Qwen will release another 27B with high probability</a></strong> (Activity: 1162): <strong>The <a href="https://i.redd.it/g5uabdvdic2h1.jpeg">image</a> is a screenshot of an X/Twitter exchange where xiong-hui (barry) chen says Qwen is </strong><em><strong>&#8220;waiting for the exact roadmap&#8221;</strong></em><strong> but believes there is a high probability of another </strong><code>27B</code><strong> release, framed by the post title as a likely follow-up to the highly regarded Qwen 3.6 27B. The technical significance is speculation around Qwen continuing to optimize parameter efficiency / &#8220;intelligence density&#8221; in the mid-size dense-model range rather than only scaling to much larger MoE models.</strong> Commenters mostly discuss local-inference practicality: some want a larger <code>122B-A10B</code><strong> MoE</strong> model, while others argue that <code>27B</code> is too heavy for <code>16GB</code> VRAM users and prefer a <code>35B</code>/<code>A3B</code>-style MoE that can run on consumer gaming laptops or hybrid CPU/GPU setups.</p><ul><li><p>Several commenters discussed the <strong>local-inference gap around 27B models</strong>: users with <code>16GB VRAM</code> argued that a <code>27B</code> model is difficult to run at a usable quantization level, while a hypothetical <strong>Qwen 35B MoE / A3B-style model</strong> could be more practical via hybrid CPU/GPU inference and would remain accessible on gaming laptops.</p></li><li><p>There was interest in larger <strong>dense Qwen variants</strong>, especially <code>50B</code>&#8211;<code>80B</code>, with one commenter noting that <strong>Qwen 27B is already very fast with MTP</strong> and they would trade some generation speed for higher parameter count and potentially better quality.</p></li><li><p>Model-size requests clustered around both <strong>MoE and dense scaling paths</strong>: proposed targets included <strong>Qwen 3.7 122B-A10B</strong>, <code>50B</code>&#8211;<code>80B</code> MoE, and dense <code>10B</code>, <code>20B</code>, <code>30B</code>, <code>50B</code>, or <code>80B</code> releases, reflecting demand for both high-end quality and locally runnable tiers.</p></li></ul></li></ul><p></p>
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          </a>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] Google I/O 2026: Gemini 3.5 Flash, Omni (NanoBanana for Video), Spark (background agents), and Antigravity 2.0]]></title><description><![CDATA[Google has been busy!]]></description><link>https://www.latent.space/p/ainews-google-io-2026-gemini-35-flash</link><guid isPermaLink="false">https://www.latent.space/p/ainews-google-io-2026-gemini-35-flash</guid><pubDate>Wed, 20 May 2026 03:34:17 GMT</pubDate><enclosure url="https://substackcdn.com/image/youtube/w_728,c_limit/OMhKgQmeMhI" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>The <a href="https://www.youtube.com/watch?v=wYSncx9zLIU&amp;pp=ygUJZ29vZ2xlIGlv">full keynote livestream</a> was 2 hours, but as usual, The Verge has the best supercut down to 30 mins, which is very worthwhile to get a narrative sense:</p><div id="youtube2-OMhKgQmeMhI" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;OMhKgQmeMhI&quot;,&quot;startTime&quot;:&quot;1079s&quot;,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/OMhKgQmeMhI?start=1079s&amp;rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p>The mainline Gemini 3.5 Flash is GA today (very nice compared to some staged rollouts) and is sold as a decent step up even compared to 3.1 Pro, with 3.5 Pro coming next month. Perhaps more impressive were the Gemini Live (Voice) and Omni (Video) and Google Pics/Flow (Images/VFX/music) modalities, where Google demonstrated industry leading capabilities and latency, all presumably made possible by industry leading hardware and models. </p><p>Per longstanding tradition at every bigtech keynote these days, Google also showed off some smart glasses tech, which seems a little more likely to be seen on the street than many prior iterations from both Google and their peers.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!haUt!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F904f7a4e-f945-40e0-b980-024fc220d0b7_1524x912.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!haUt!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F904f7a4e-f945-40e0-b980-024fc220d0b7_1524x912.png 424w, https://substackcdn.com/image/fetch/$s_!haUt!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F904f7a4e-f945-40e0-b980-024fc220d0b7_1524x912.png 848w, https://substackcdn.com/image/fetch/$s_!haUt!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F904f7a4e-f945-40e0-b980-024fc220d0b7_1524x912.png 1272w, https://substackcdn.com/image/fetch/$s_!haUt!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F904f7a4e-f945-40e0-b980-024fc220d0b7_1524x912.png 1456w" sizes="100vw"><img 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><blockquote><p>AI News for 5/18/2026-5/19/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p></p><p><strong>Google used I/O to reposition Gemini as both a consumer AI surface and a developer/agent platform, with three core technical announcements: Gemini 3.5 Flash for fast agentic/coding workloads, Gemini Omni for multimodal generation/editing starting with video, and a broader Antigravity agent stack spanning desktop/CLI/SDK/API.</strong> Official posts emphasized scale &#8212; Google says it now processes <strong>over 3.2 quadrillion tokens/month</strong>, up <strong>7x YoY</strong> from <strong>480T/month</strong>, while the Gemini app has <strong>900M+ monthly users</strong> and is available in <strong>230+ countries and 70+ languages</strong> (<a href="https://x.com/Google/status/2056783102085640252">Google</a>, <a href="https://x.com/Google/status/2056783643381543253">Google</a>, <a href="https://x.com/GeminiApp/status/2056799446684578250">GeminiApp</a>). The most technically substantive release was <strong>Gemini 3.5 Flash</strong>, framed by Google as its strongest agentic/coding model yet, <strong>GA immediately</strong>, with <strong>1M-token context</strong>, <strong>65k max output</strong>, <strong>4 thinking levels</strong> (&#8220;minimal/low/medium/high&#8221;), and &#8220;thought preservation&#8221; across turns (<a href="https://x.com/GoogleDeepMind/status/2056787987774816525">GoogleDeepMind</a>, <a href="https://x.com/Google/status/2056788266872140232">Google</a>, <a href="https://x.com/_philschmid/status/2056794978517750165">_philschmid</a>). Google paired that with <strong>Gemini Omni</strong>, a new family combining Gemini reasoning with generative media, initially via <strong>Omni Flash</strong>, capable of taking <strong>text/image/video/audio inputs</strong> and producing video edits/generation in Gemini, Flow, Shorts, and later APIs (<a href="https://x.com/GoogleDeepMind/status/2056786446636212467">GoogleDeepMind</a>, <a href="https://x.com/Google/status/2056786781992071172">Google</a>, <a href="https://x.com/GeminiApp/status/2056800579159216202">GeminiApp</a>). Around those models, Google launched or expanded <strong>Antigravity 2.0 desktop</strong>, <strong>CLI</strong>, <strong>SDK</strong>, <strong>Managed Agents in the Gemini API</strong>, Search-native generative UI/coding, <strong>Gemini Spark</strong> background agents on cloud VMs, and a long list of Gemini-app/Workspace/commerce/media integrations (<a href="https://x.com/Google/status/2056789045548896516">Google</a>, <a href="https://x.com/Google/status/2056838495298367773">Google</a>, <a href="https://x.com/Google/status/2056791134295273554">Google</a>).</p><h2><strong>Facts vs. opinions</strong></h2><h3><strong>Facts / directly claimed by official or third-party benchmark sources</strong></h3><ul><li><p>Google says it now processes <strong>3.2 quadrillion tokens/month</strong>, up from <strong>480 trillion</strong> a year earlier (<a href="https://x.com/Google/status/2056783102085640252">Google</a>).</p></li><li><p>Google says Gemini has <strong>900M+ monthly users</strong> (<a href="https://x.com/Google/status/2056783643381543253">Google</a>).</p></li><li><p>Google says Gemini 3.5 Flash is <strong>GA today</strong> across Gemini app, Search AI Mode, Gemini API, AI Studio, Antigravity, Android Studio, and enterprise surfaces (<a href="https://x.com/Google/status/2056791527314387208">Google</a>, <a href="https://x.com/GeminiApp/status/2056789742910595342">GeminiApp</a>).</p></li><li><p>Google says Gemini 3.5 Flash has <strong>1M context</strong>, <strong>65k max output</strong>, <strong>4 thinking levels</strong>, and &#8220;thought preservation&#8221; across turns (<a href="https://x.com/_philschmid/status/2056794978517750165"> _philschmid</a>).</p></li><li><p>Google says 3.5 Flash beats Gemini 3.1 Pro on <strong>Terminal-Bench 2.1</strong>, <strong>GDPval-AA</strong>, and <strong>MCP Atlas</strong> (<a href="https://x.com/GoogleDeepMind/status/2056787990110994511">GoogleDeepMind</a>, <a href="https://x.com/Google/status/2056788281317306466">Google</a>).</p></li><li><p>Google says 3.5 Flash runs <strong>4x faster than comparable frontier models</strong>, and <strong>up to 12x faster in Antigravity</strong> (<a href="https://x.com/Google/status/2056788266872140232">Google</a>, <a href="https://x.com/JeffDean/status/2056793419033588091">JeffDean</a>).</p></li><li><p>Independent benchmarker Artificial Analysis reports Gemini 3.5 Flash scores <strong>55</strong> on its Intelligence Index, <strong>+9 vs Gemini 3 Flash</strong>, at <strong>&gt;280 output tok/s</strong>, with <strong>MMMU-Pro 84%</strong>, <strong>GDPval-AA Elo 1656</strong>, and pricing of <strong>$1.50 / $9.00 per 1M input/output tokens</strong>; it also reports the model is <strong>5.5x costlier</strong> to run than Gemini 3 Flash on its suite and <strong>75% costlier than Gemini 3.1 Pro</strong> (<a href="https://x.com/ArtificialAnlys/status/2056795055512596817">ArtificialAnlys</a>).</p></li><li><p>Arena reports Gemini 3.5 Flash reached <strong>#9 overall in Text Arena</strong> and <strong>#9 in Code Arena: Frontend</strong>, scoring <strong>1507</strong>, a <strong>+70</strong> jump over Gemini 3 Flash, and becoming the top score in its price tier (<a href="https://x.com/arena/status/2056793176720195693">arena</a>).</p></li><li><p>Google says Gemini Omni Flash is available in Gemini/Flow today for paid users, in Shorts/Create starting this week for free, and via APIs in coming weeks (<a href="https://x.com/Google/status/2056789307856462061">Google</a>).</p></li><li><p>Google says Spark runs on <strong>dedicated Google Cloud virtual machines</strong>, allowing long-running tasks while user devices are closed (<a href="https://x.com/Google/status/2056791134295273554">Google</a>).</p></li><li><p>Google claims an Antigravity + Gemini 3.5 Flash demo built a functioning OS in <strong>12 hours</strong> using <strong>93 parallel sub-agents</strong>, <strong>15k+ model requests</strong>, <strong>2.6B tokens</strong>, and <strong>&lt; $1K</strong> API credits (<a href="https://x.com/Google/status/2056789235500466273">Google</a>).</p></li><li><p>Google says Search will use Antigravity + 3.5 Flash to generate <strong>custom visual tools/simulations</strong> on the fly (<a href="https://x.com/Google/status/2056795269694423065">Google</a>).</p></li></ul><h3><strong>Opinions / interpretations / skepticism</strong></h3><ul><li><p>Positive takes: &#8220;Google is back,&#8221; &#8220;insane evals for a Flash model,&#8221; &#8220;world model towards AGI,&#8221; &#8220;mind blowing&#8221; for Search + Antigravity, etc. (<a href="https://x.com/kimmonismus/status/2056791681073316071">kimmonismus</a>, <a href="https://x.com/Kseniase_/status/2056798225378783656">Kseniase_</a>, <a href="https://x.com/demishassabis/status/2056831486251380783">demishassabis</a>).</p></li><li><p>Neutral caution: some posters explicitly avoided overhyping due to <strong>self-reported benchmarks</strong> and noted pricing/perf concerns (<a href="https://x.com/scaling01/status/2056794370909593987">scaling01</a>, <a href="https://x.com/simonw/status/2056867815605625172">simonw</a>).</p></li><li><p>Negative/skeptical takes focused on:</p><ul><li><p><strong>Price inflation</strong> relative to earlier Flash models (<a href="https://x.com/enricoros/status/2056816088785289481">enricoros</a>).</p></li><li><p>Comparisons where <strong>GPT-5.5-medium</strong> may be smarter/cheaper/faster end-to-end (<a href="https://x.com/scaling01/status/2056803273756000721">scaling01</a>, <a href="https://x.com/scaling01/status/2056798645983334890">scaling01</a>).</p></li><li><p>Benchmark caveats such as weak <strong>TerminalBench-Hard</strong>, mediocre <strong>MRCR / ARC-AGI-2</strong>, or not clearly beating Kimi/GLM on some slices (<a href="https://x.com/scaling01/status/2056796392899645919">scaling01</a>, <a href="https://x.com/teortaxesTex/status/2056794752167645653">teortaxesTex</a>, <a href="https://x.com/scaling01/status/2056795648742076743">scaling01</a>).</p></li><li><p>Product naming/UX confusion around Gemini CLI vs Antigravity CLI and broader interface design criticism (<a href="https://x.com/zachtratar/status/2056848643580482002">zachtratar</a>, <a href="https://x.com/kchonyc/status/2056826706984337726">kchonyc</a>, <a href="https://x.com/teortaxesTex/status/2056788641926509010">teortaxesTex</a>).</p></li></ul></li></ul><h2><strong>Gemini 3.5 Flash: the main technical release</strong></h2><h3><strong>Official positioning</strong></h3><p>Google/DeepMind repeatedly described <strong>Gemini 3.5 Flash</strong> as the company&#8217;s strongest model yet for <strong>agents and coding</strong>, not its absolute flagship intelligence model. It&#8217;s meant to sit on the high-speed, high-utility part of the Pareto frontier, powering both Google products and developer workloads (<a href="https://x.com/GoogleDeepMind/status/2056787987774816525">GoogleDeepMind</a>, <a href="https://x.com/Google/status/2056788266872140232">Google</a>, <a href="https://x.com/sundarpichai/status/2056796893951426705">SundarPichai</a>).</p><h3><strong>Technical details and metrics</strong></h3><p>From Google and affiliated posts:</p><ul><li><p><strong>GA availability now</strong> (<a href="https://x.com/Google/status/2056791527314387208">Google</a>)</p></li><li><p><strong>1M token context window</strong></p></li><li><p><strong>65k max output tokens</strong></p></li><li><p><strong>Thinking levels:</strong> minimal, low, medium (<strong>new default</strong>), high</p></li><li><p><strong>Thought preservation across multi-turn conversations</strong></p></li><li><p><strong>Text output</strong></p></li><li><p>Input modalities: <strong>text, image, video, speech</strong> per Artificial Analysis (<a href="https://x.com/_philschmid/status/2056794978517750165"> _philschmid</a>, <a href="https://x.com/ArtificialAnlys/status/2056795055512596817">ArtificialAnlys</a>)</p></li><li><p>Pricing: <strong>$1.50 / 1M input</strong>, <strong>$9.00 / 1M output</strong>, <strong>90% discount on cached input</strong> (<a href="https://x.com/scaling01/status/2056793465715822720">scaling01</a>, <a href="https://x.com/ArtificialAnlys/status/2056795055512596817">ArtificialAnlys</a>)</p></li></ul><p>Official benchmark claims:</p><ul><li><p><strong>Terminal-Bench 2.1:</strong> <strong>76.2%</strong></p></li><li><p><strong>GDPval-AA:</strong> <strong>1656 Elo</strong></p></li><li><p><strong>MCP Atlas:</strong> <strong>83.6%</strong></p></li><li><p>Google-quoted multimodal result: <strong>MMMU-Pro 83.6%</strong> in one engineer post; Artificial Analysis reports <strong>84%</strong>, highest recorded on its setup (<a href="https://x.com/koraykv/status/2056795667088204234">koraykv</a>, <a href="https://x.com/ArtificialAnlys/status/2056795055512596817">ArtificialAnlys</a>)</p></li></ul><p>Speed claims:</p><ul><li><p>Google marketing claim: <strong>4x faster than comparable frontier models</strong> (<a href="https://x.com/Google/status/2056788266872140232">Google</a>)</p></li><li><p>In Antigravity, Google says it is <strong>up to 12x faster</strong> (<a href="https://x.com/JeffDean/status/2056793419033588091">JeffDean</a>, <a href="https://x.com/scaling01/status/2056790573961326680">scaling01</a>)</p></li><li><p>Artificial Analysis observed <strong>&gt;280 output tok/s</strong></p></li><li><p>Some discussion cited <strong>~867 tok/s</strong> in Antigravity-specific optimized serving (<a href="https://x.com/scaling01/status/2056790573961326680">scaling01</a>, <a href="https://x.com/scaling01/status/2056791726677782743">scaling01</a>)</p></li></ul><p>Third-party evaluation:</p><ul><li><p>Artificial Analysis says 3.5 Flash is the <strong>leader on the intelligence-vs-speed Pareto frontier</strong>, but the economics are notably worse than prior Flash:</p><ul><li><p>Intelligence Index <strong>55</strong></p></li><li><p><strong>+9</strong> over Gemini 3 Flash</p></li><li><p>Hallucination rate reduced to <strong>61%</strong>, a <strong>31-point drop</strong> vs Gemini 3 Flash on its omniscience setup</p></li><li><p><strong>GDPval-AA 1656 Elo</strong></p></li><li><p><strong>5.5x</strong> costlier than Gemini 3 Flash to run on its benchmark suite</p></li><li><p><strong>75%</strong> costlier than Gemini 3.1 Pro on the same suite (<a href="https://x.com/ArtificialAnlys/status/2056795055512596817">ArtificialAnlys</a>)</p></li></ul></li></ul><p>Arena:</p><ul><li><p><strong>#9 Text Arena</strong></p></li><li><p><strong>#9 Code Arena: Frontend</strong></p></li><li><p><strong>1507</strong> score, <strong>+70</strong> over Gemini-3 Flash</p></li><li><p>Better than Gemini 3.1 Pro across categories in its frontend coding eval (<a href="https://x.com/arena/status/2056793176720195693">arena</a>, <a href="https://x.com/arena/status/2056803661859479812">arena</a>)</p></li></ul><h3><strong>Implications</strong></h3><p>The notable shift is that Google appears to be using a &#8220;Flash&#8221; label for a model that, in prior cycles, would have been described more like a <strong>high-end product model optimized for deployment</strong> rather than simply a cheap lightweight tier. Several posters called this out directly, arguing Flash is becoming more expensive and possibly absorbing former Pro territory (<a href="https://x.com/enricoros/status/2056816088785289481">enricoros</a>, <a href="https://x.com/simonw/status/2056867815605625172">simonw</a>).</p><p>The strongest technical signal is not &#8220;best absolute benchmark model,&#8221; but:</p><ol><li><p><strong>material agentic gains</strong></p></li><li><p><strong>extreme serving speed</strong></p></li><li><p><strong>deep integration into product surfaces</strong></p></li><li><p><strong>tooling built around subagents and long-horizon execution</strong></p></li></ol><p>That makes 3.5 Flash strategically important even if some competitors still win on raw price-adjusted intelligence in certain third-party comparisons.</p><h2><strong>Gemini Omni: multimodal generation/editing as &#8220;create anything from any input&#8221;</strong></h2><h3><strong>What Google announced</strong></h3><p>Google introduced <strong>Gemini Omni</strong> as a new family merging Gemini reasoning/world knowledge with Google&#8217;s generative media stack, starting with <strong>video</strong> creation and editing. Official messaging described it as &#8220;create anything from any input,&#8221; but current rollout is narrower:</p><ul><li><p>Inputs: <strong>text, images, audio, video</strong></p></li><li><p>Initial output emphasis: <strong>video</strong></p></li><li><p>Product availability: <strong>Gemini app</strong>, <strong>Flow</strong>, <strong>YouTube Shorts/Create</strong>, later <strong>APIs</strong></p></li><li><p>Current shipping model: <strong>Gemini Omni Flash</strong> (<a href="https://x.com/GoogleDeepMind/status/2056786446636212467">GoogleDeepMind</a>, <a href="https://x.com/Google/status/2056786395067552140">Google</a>, <a href="https://x.com/Google/status/2056789307856462061">Google</a>)</p></li></ul><p>Google/DeepMind claims:</p><ul><li><p>Better <strong>world understanding</strong></p></li><li><p>More robust <strong>physics</strong></p></li><li><p>Multi-turn editing where scene/character consistency is retained</p></li><li><p>Ability to &#8220;reimagine&#8221; user video footage with conversational edits (<a href="https://x.com/Google/status/2056786888930062369">Google</a>, <a href="https://x.com/Google/status/2056786589175677089">Google</a>)</p></li></ul><p>Rollout specifics:</p><ul><li><p>Paid Gemini users globally in app/Flow &#8220;today&#8221;</p></li><li><p>YouTube Shorts/Create rolling out &#8220;starting this week&#8221; at no cost</p></li><li><p>APIs for developers/enterprise in coming weeks (<a href="https://x.com/Google/status/2056789307856462061">Google</a>, <a href="https://x.com/GeminiApp/status/2056814117047132301">GeminiApp</a>)</p></li></ul><h3><strong>Perspectives</strong></h3><ul><li><p>Supportive: users and Google employees described Omni as a major quality step, especially for <strong>video editing</strong> and consistency (<a href="https://x.com/joshwoodward/status/2056827449556845051">joshwoodward</a>, <a href="https://x.com/fofrAI/status/2056789242274259242">fofrAI</a>, <a href="https://x.com/osanseviero/status/2056863263305105424">osanseviero</a>).</p></li><li><p>Strategic interpretation: several posters framed Omni as evidence Google is investing in <strong>world models</strong> and embodied/physical priors, not just text/code competition (<a href="https://x.com/demishassabis/status/2056831486251380783">demishassabis</a>, <a href="https://x.com/jparkerholder/status/2056789448554062232">jparkerholder</a>, <a href="https://x.com/kimmonismus/status/2056802929957568881">kimmonismus</a>).</p></li><li><p>Skepticism: some UI/output examples drew criticism for looking like &#8220;B-tier video game interface&#8221; or too polished/template-like (<a href="https://x.com/teortaxesTex/status/2056787895977980172">teortaxesTex</a>, <a href="https://x.com/shlomifruchter/status/2056858151987884087">shlomifruchter</a>).</p></li></ul><h3><strong>Context</strong></h3><p>Omni matters less as &#8220;yet another video model&#8221; and more as Google&#8217;s attempt to unify:</p><ul><li><p>multimodal understanding,</p></li><li><p>media editing,</p></li><li><p>world grounding,</p></li><li><p>agent interfaces,</p></li><li><p>and eventually any-input/any-output generation.</p></li></ul><p>This aligns with DeepMind&#8217;s long-running world-model agenda and Google&#8217;s product distribution advantage.</p><h2><strong>Antigravity: Google&#8217;s agent OS, not just a coding assistant</strong></h2><p>A major underappreciated I/O theme was that Google is no longer presenting agents as a thin wrapper around a chat model. Antigravity is becoming the <strong>execution substrate</strong>.</p><h3><strong>What launched / expanded</strong></h3><ul><li><p><strong>Antigravity 2.0 desktop app</strong>: agent-first desktop with core conversations, artifacts, multi-agent orchestration (<a href="https://x.com/Google/status/2056788868092006891">Google</a>, <a href="https://x.com/Google/status/2056838653855650286">Google</a>)</p></li><li><p><strong>Antigravity CLI</strong> (<a href="https://x.com/Google/status/2056789045548896516">Google</a>, <a href="https://x.com/Google/status/2056841217611366570">Google</a>)</p></li><li><p><strong>Antigravity SDK</strong> (<a href="https://x.com/Google/status/2056789045548896516">Google</a>)</p></li><li><p><strong>Managed Agents in Gemini API</strong>: single API call gives an agent plus hosted Linux sandbox; supports Bash/Python/Node, files, browsing, custom markdown-defined skills, repo/GCS mounts (<a href="https://x.com/Google/status/2056838495298367773">Google</a>, <a href="https://x.com/GoogleAIStudio/status/2056836824686059616">GoogleAIStudio</a>, <a href="https://x.com/_philschmid/status/2056836567470362955">_philschmid</a>)</p></li><li><p>Integrations with <strong>AI Studio</strong>, <strong>Android</strong>, <strong>Firebase</strong>, <strong>Workspace</strong>, web (<a href="https://x.com/Google/status/2056789045548896516">Google</a>, <a href="https://x.com/Google/status/2056837910851449177">Google</a>)</p></li><li><p>One-click export from <strong>AI Studio to Antigravity</strong> (<a href="https://x.com/Google/status/2056838913944424469">Google</a>)</p></li><li><p>Native <strong>Android app generation</strong> in AI Studio / Android support in Antigravity (<a href="https://x.com/Google/status/2056838230591574098">Google</a>, <a href="https://x.com/AndroidDev/status/2056841786656711077">AndroidDev</a>)</p></li></ul><h3><strong>Technical signaling</strong></h3><p>Google&#8217;s own demos centered on <strong>parallel sub-agents</strong>, <strong>hosted execution</strong>, <strong>high-frequency iterative loops</strong>, and <strong>artifact-oriented workflows</strong>. Jeff Dean explicitly described 3.5 Flash as a strong engine for &#8220;deploy sub-agents that collaborate, run high-frequency iterative loops, and solve real-world problems at scale&#8221; (<a href="https://x.com/JeffDean/status/2056793419033588091">JeffDean</a>).</p><p>The marquee proof point:</p><ul><li><p>OS built in <strong>12h</strong></p></li><li><p><strong>93</strong> parallel sub-agents</p></li><li><p><strong>15k+</strong> requests</p></li><li><p><strong>2.6B</strong> tokens</p></li><li><p><strong>&lt; $1K</strong> credits (<a href="https://x.com/Google/status/2056789235500466273">Google</a>)</p></li></ul><p>Even if this is mostly a stage-managed benchmark/demo, it reveals the architecture Google wants developers to adopt: <strong>many fast agents over one slow monolithic run</strong>.</p><h3><strong>Reactions</strong></h3><ul><li><p>Positive: this is Google&#8217;s answer to Codex/Claude Code/OpenClaw/Hermes-style workflows, with a stronger infra story (<a href="https://x.com/iScienceLuvr/status/2056792158988816767">iScienceLuvr</a>, <a href="https://x.com/theo/status/2056826014739890204">theo</a>).</p></li><li><p>Critical: branding and product sprawl remain confusing; some users aren&#8217;t sure whether they should use Gemini CLI or Antigravity CLI, and Google&#8217;s design choices drew complaints (<a href="https://x.com/kchonyc/status/2056826706984337726">kchonyc</a>, <a href="https://x.com/zachtratar/status/2056848643580482002">zachtratar</a>, <a href="https://x.com/teortaxesTex/status/2056788641926509010">teortaxesTex</a>).</p></li></ul><h2><strong>Search, Gemini app, and consumer agents</strong></h2><h3><strong>Search</strong></h3><p>Google announced a redesigned AI-powered Search box, multimodal query support, and the most ambitious consumer-facing move: <strong>Search generating custom visual tools and simulations on the fly</strong> using Antigravity + Gemini 3.5 Flash (<a href="https://x.com/Google/status/2056793802141044786">Google</a>, <a href="https://x.com/Google/status/2056795269694423065">Google</a>).</p><p>It also previewed <strong>information agents</strong> in Search:</p><ul><li><p>persistent monitoring tasks</p></li><li><p>web/news/social/real-time signals</p></li><li><p>synthesized updates with links and actions</p></li><li><p>rolling out to Pro/Ultra this summer (<a href="https://x.com/Google/status/2056794282502054066">Google</a>, <a href="https://x.com/Google/status/2056794675214700764">Google</a>)</p></li></ul><p>This is a notable strategic shift: Search moves from retrieval/ranking to <strong>background agentic monitoring + generated applets</strong>.</p><h3><strong>Gemini app</strong></h3><p>Consumer Gemini updates included:</p><ul><li><p>new &#8220;<strong>Neural Expressive</strong>&#8221; design language (<a href="https://x.com/Google/status/2056799862604046663">Google</a>)</p></li><li><p>inline/instant <strong>Gemini Live</strong> voice (<a href="https://x.com/Google/status/2056800029688352988">Google</a>)</p></li><li><p><strong>Daily Brief</strong> personalized digest from inbox/calendar/tasks (<a href="https://x.com/Google/status/2056801159071883342">Google</a>, <a href="https://x.com/GeminiApp/status/2056800978343764238">GeminiApp</a>)</p></li><li><p><strong>Gemini Spark</strong> as a 24/7 personal AI agent on cloud VMs, checking with users before major actions (<a href="https://x.com/Google/status/2056791134295273554">Google</a>, <a href="https://x.com/GeminiApp/status/2056801918018564538">GeminiApp</a>)</p></li><li><p>macOS app + upcoming Spark/voice desktop workflows (<a href="https://x.com/Google/status/2056802434303869118">Google</a>, <a href="https://x.com/GeminiApp/status/2056802363269329304">GeminiApp</a>)</p></li></ul><h3><strong>Pricing / subscriptions</strong></h3><p>Google introduced a new pricing ladder:</p><ul><li><p>new <strong>$100/month</strong> plan</p></li><li><p>top-tier <strong>Ultra cut from $250 to $200/month</strong> (<a href="https://x.com/Google/status/2056792498287063370">Google</a>, <a href="https://x.com/GeminiApp/status/2056792679607103626">GeminiApp</a>)</p></li></ul><p>This reads as a more aggressive bid for premium power users, especially coders and creators.</p><h2><strong>Trust, provenance, and standards</strong></h2><p>Google pushed <strong>SynthID</strong> across Search, Gemini, Chrome, and hardware/media surfaces, and announced partnerships with <strong>OpenAI, NVIDIA, Kakao, and ElevenLabs</strong> to bring SynthID to their generated content (<a href="https://x.com/Google/status/2056787498676658576">Google</a>, <a href="https://x.com/Google/status/2056787749965799508">Google</a>).</p><p>That is one of the more consequential standards moves from I/O:</p><ul><li><p>it gives Google a shot at owning part of the provenance layer for generative media;</p></li><li><p>notably, OpenAI separately announced support for checking OpenAI-generated images via <strong>SynthID watermark + C2PA credentials</strong> (<a href="https://x.com/OpenAI/status/2056793648571011232">OpenAI</a>).</p></li></ul><p>This was less flashy than Omni/3.5 Flash, but likely more durable if provenance becomes mandatory infrastructure.</p><h2><strong>Google&#8217;s science and world-model angle</strong></h2><p>Several I/O items reinforced that Google does not want to compete only on coding/chat:</p><ul><li><p><strong>Gemini for Science</strong>: Literature Insights, Hypothesis Generation, Computational Discovery (<a href="https://x.com/GoogleDeepMind/status/2056808869242826957">GoogleDeepMind</a>, <a href="https://x.com/Google/status/2056809034494124118">Google</a>)</p></li><li><p><strong>Nature</strong> publication links around ERA / Co-Scientist (<a href="https://x.com/GoogleResearch/status/2056797037426045105">GoogleResearch</a>, <a href="https://x.com/GoogleResearch/status/2056857494107062718">GoogleResearch</a>)</p></li><li><p><strong>Project Genie + Street View grounding</strong>, using ~20 years of maps imagery to create interactive real-location simulations (<a href="https://x.com/Google/status/2056850758029464009">Google</a>, <a href="https://x.com/poolio/status/2056796361987850705">poolio</a>, <a href="https://x.com/bilawalsidhu/status/2056804315721843024">bilawalsidhu</a>)</p></li></ul><p>This broader context explains why some observers interpreted Omni as &#8220;world-model progress&#8221; rather than just a content tool (<a href="https://x.com/demishassabis/status/2056831486251380783">demishassabis</a>, <a href="https://x.com/jparkerholder/status/2056798252264018232">jparkerholder</a>).</p><h2><strong>Different opinions</strong></h2><h3><strong>Bullish / supportive</strong></h3><ul><li><p>Gemini 3.5 Flash viewed as a major leap for a speed-tier model, especially on agentic coding (<a href="https://x.com/kimmonismus/status/2056791681073316071">kimmonismus</a>, <a href="https://x.com/sundarpichai/status/2056796893951426705">SundarPichai</a>).</p></li><li><p>Search + Antigravity seen as potentially transformative because Google can deploy generated UI/tools at enormous scale (<a href="https://x.com/Kseniase_/status/2056798225378783656">Kseniase_</a>, <a href="https://x.com/TheTuringPost/status/2056795871098913209">TheTuringPost</a>).</p></li><li><p>Omni praised for editing quality and for hinting at a deeper world-model roadmap (<a href="https://x.com/joshwoodward/status/2056827449556845051">joshwoodward</a>, <a href="https://x.com/kimmonismus/status/2056802929957568881">kimmonismus</a>).</p></li></ul><h3><strong>Skeptical / opposing</strong></h3><ul><li><p>Concern that Google is leaning on <strong>self-reported benchmarks</strong>, and independent comparisons still leave room for competitors (<a href="https://x.com/scaling01/status/2056794370909593987">scaling01</a>).</p></li><li><p>Concern that &#8220;Flash&#8221; is no longer cheap enough to justify the name; pricing has climbed sharply from prior Flash generations (<a href="https://x.com/enricoros/status/2056816088785289481">enricoros</a>, <a href="https://x.com/simonw/status/2056867815605625172">simonw</a>).</p></li><li><p>Some believed <strong>GPT-5.5-medium</strong> still dominates on a combined smart/cheap/latency basis (<a href="https://x.com/scaling01/status/2056803273756000721">scaling01</a>).</p></li><li><p>Some benchmark slices imply unevenness &#8212; e.g. poor TerminalBench-Hard or middling reasoning metrics despite strong agentic numbers (<a href="https://x.com/scaling01/status/2056796392899645919">scaling01</a>, <a href="https://x.com/teortaxesTex/status/2056794752167645653">teortaxesTex</a>).</p></li></ul><h3><strong>Neutral / analytical</strong></h3><ul><li><p>Artificial Analysis gave the strongest balanced take: <strong>excellent speed-intelligence frontier position</strong>, <strong>substantial agentic gains</strong>, but materially <strong>worse cost</strong> than prior Flash and even higher than 3.1 Pro on their end-to-end suite (<a href="https://x.com/ArtificialAnlys/status/2056795055512596817">ArtificialAnlys</a>).</p></li><li><p>Arena&#8217;s data also supports a &#8220;real improvement, not just marketing&#8221; conclusion, especially for frontend/code tasks, without claiming category dominance (<a href="https://x.com/arena/status/2056793176720195693">arena</a>).</p></li></ul><h2><strong>Why this matters</strong></h2><ol><li><p><strong>Google now has a coherent deployment story.</strong><br>Earlier Gemini cycles often felt benchmark-heavy and product-fragmented. At I/O, Google tied model, infra, tools, APIs, consumer surfaces, and enterprise rollout together.</p></li><li><p><strong>The center of gravity is shifting from chatbot UX to agent execution.</strong><br>The important primitives were not just model IQ: they were <strong>subagents, hosted sandboxes, long-running tasks, generated artifacts, and integration with Search/Workspace/Android</strong>.</p></li><li><p><strong>Gemini 3.5 Flash suggests &#8220;fast enough to orchestrate many agents&#8221; may matter more than max benchmark score.</strong><br>For coding and tool use, throughput and latency are increasingly product-defining.</p></li><li><p><strong>Omni reveals Google&#8217;s differentiation thesis.</strong><br>Google is betting on multimodal/world-grounded systems rather than purely text-centric competition.</p></li><li><p><strong>Trust/provenance is becoming platform infrastructure.</strong><br>SynthID partnerships with OpenAI/NVIDIA/ElevenLabs/Kakao suggest some convergence around content-auth provenance layers.</p></li><li><p><strong>The biggest unresolved question is economics.</strong><br>Technically strong or not, 3.5 Flash drew substantial pushback on cost inflation. If &#8220;Flash&#8221; is no longer the cheap workhorse tier, Google may win on capability deployment while losing some developer mindshare on predictability and pricing simplicity.</p></li></ol><p><strong>Talent, Labs, and Ecosystem Moves</strong></p><ul><li><p><strong>Karpathy joins Anthropic</strong>: The day&#8217;s most engaged AI tweet was <a href="https://x.com/karpathy/status/2056753169888334312">Andrej Karpathy&#8217;s announcement</a> that he has <strong>joined Anthropic</strong> to &#8220;get back to R&amp;D.&#8221; The tweet dominated discussion, with subsequent speculation from <a href="https://x.com/scaling01/status/2056773883982762114">@scaling01</a> citing Axios that he&#8217;ll work on <strong>RSI/autoresearch</strong> and start a new pretraining-focused effort. While the details remain unconfirmed by Anthropic, the move was widely interpreted as a major talent win for Anthropic.</p></li><li><p><strong>OpenAI capacity products</strong>: OpenAI announced <strong><a href="https://x.com/OpenAI/status/2056823271774101907">Guaranteed Capacity</a></strong>, a commercial offering that lets customers secure <strong>long-term compute access</strong> for critical workloads. <a href="https://x.com/sama/status/2056827105401614656">Sam Altman</a> framed it as a response to a world that will remain <strong>capacity constrained</strong> as models become more useful, offering <strong>discounted tokens for 1&#8211;3 year commits</strong>.</p></li><li><p><strong>GitHub and coding toolchain integrations</strong>: <a href="https://x.com/github/status/2056801675042779279">GitHub</a> said <strong>Gemini 3.5 Flash</strong> is rolling out in <strong>Copilot</strong>, citing strong tool use, fast response times, and cache efficiency for iterative agentic coding. <a href="https://x.com/cursor_ai/status/2056803731367456993">Cursor</a> launched integration with <strong>Jira</strong>, allowing cloud agents to take work items and create merge-ready PRs. <a href="https://x.com/code/status/2056803208559759447">Code/VS Code</a> also announced Gemini 3.5 Flash availability.</p></li></ul><p><strong>Training Algorithms, Benchmarks, and Agent Evaluation</strong></p><ul><li><p><strong>RL/post-training discussion is shifting toward denser credit assignment</strong>: <a href="https://x.com/nrehiew_/status/2056751826356297834">@nrehiew_</a> argued that the next scalable training breakthrough may build on <strong>GRPO</strong> but with <strong>denser, lower-bias credit assignment</strong>, citing directions like <strong>ECHO</strong>, <strong>Composer2</strong>, self-distillation, and OPD. <a href="https://x.com/lateinteraction/status/2056770702175318095">@lateinteraction</a> countered with a &#8220;pedagogical RL&#8221; framing: train a self-teacher that samples <strong>correct and easy-to-follow</strong> rollouts.</p></li><li><p><strong>Can coding agents do research? Not yet</strong>: <a href="https://x.com/IntologyAI/status/2056764236668493868">Intology AI</a> released <strong>NanoGPT-Bench</strong>, an autonomous benchmark based on the NanoGPT Speedrun competition, testing whether coding agents can contribute to real AI R&amp;D progress. Their headline result: <strong>Codex, Claude Code, and Autoresearch recover only 9.3% of human progress</strong>, mostly via hyperparameter tuning rather than algorithmic innovation.</p></li><li><p><strong>Agent harnesses and memory are getting more formalized</strong>: <a href="https://x.com/omarsar0/status/2056764334181884158">@omarsar0</a> highlighted a 100+ page survey on <strong>code-as-agent-harness</strong>, arguing future systems need to be <strong>executable, inspectable, stateful, and governed</strong>. <a href="https://x.com/fchollet/status/2056777649880752160">Fran&#231;ois Chollet</a> made the related point that real tasks are rarely Markovian, so agents without high-fidelity trajectory compression are dramatically less useful.</p></li><li><p><strong>Verifier quality is emerging as a bottleneck</strong>: Threads from <a href="https://x.com/Shahules786/status/2056773476585816255">@Shahules786</a> emphasized that scaling agent benchmarks now depends less on adding tasks and more on <strong>improving verifier quality</strong>, citing <strong>SWE-bench Verified</strong>, <strong>OSWorld-Verified</strong>, <strong>ComputerRL</strong>, and <strong>BenchGuard</strong>.</p></li></ul><p><strong>Science, Biology Models, and Domain-Specific Systems</strong></p><ul><li><p><strong>Hugging Face releases Carbon DNA models</strong>: One of the most technically interesting open releases was <strong><a href="https://x.com/lvwerra/status/2056774820872831234">Carbon</a></strong>, a family of generative DNA foundation models. The team says <strong>Carbon-3B matches Evo2-7B while running 250&#8211;275x faster at inference</strong>, enough to process the whole human genome on a single GPU in under two days. The key recipe changes: <strong>deterministic 6-mer tokenization</strong>, a <strong>factorized loss (FNS)</strong> replacing plain cross-entropy late in training, and curated staged mixtures of functional DNA + mRNA data per <a href="https://x.com/LoubnaBenAllal1/status/2056771927570530475">@LoubnaBenAllal1</a>. The release includes <strong>models, training code, evals, data, and a demo</strong>.</p></li><li><p><strong>Google pushes AI for science as a product category</strong>: Google introduced <strong><a href="https://x.com/GoogleDeepMind/status/2056808869242826957">Gemini for Science</a></strong>, a suite of prototypes for researchers: <strong>Literature Insights</strong> (paper synthesis via NotebookLM), <strong>Hypothesis Generation</strong> (a Co-Scientist-style multi-agent &#8220;idea tournament&#8221;), and <strong>Computational Discovery</strong> (built with AlphaEvolve and ERA to generate and score thousands of code variants in parallel). Google Research also noted that <strong>ERA</strong> has now been published in <strong>Nature</strong> (<a href="https://x.com/GoogleResearch/status/2056797037426045105">Google Research</a>).</p></li><li><p><strong>Specialized pretraining is gaining support</strong>: <a href="https://x.com/pratyushmaini/status/2056780651219804582">@pratyushmaini</a> pointed to evidence that <strong>early exposure / specialized pretraining</strong> improves robustness to forgetting, arguing that enterprises serious about domain use cases should consider <strong>training custom models from scratch</strong>, not just post-training.</p></li></ul><p><strong>Safety, Governance, and Monitoring of Internal Agents</strong></p><ul><li><p><strong>METR&#8217;s first Frontier Risk Report</strong>: <a href="https://x.com/METR_Evals/status/2056800023149760666">METR</a> published a major new report based on unusually deep access across <strong>Anthropic, Google, Meta, and OpenAI</strong>, including model CoTs and non-public information about capabilities, alignment, and control. The report focuses on whether labs could <strong>lose control of their own internally deployed agents</strong> and includes extensive appendices and transcripts (<a href="https://x.com/METR_Evals/status/2056800047258649049">METR</a>).</p></li><li><p><strong>Monitoring internal agents is now an active practice</strong>: <a href="https://x.com/idavidrein/status/2056800422422265897">@idavidrein</a> described spending a month embedded at Anthropic stress-testing systems designed to detect whether internal AI agents could &#8220;go rogue.&#8221; A key caveat he noted is that the exercise allowed Anthropic discretion to redact sensitive information, so he frames it as an <strong>exercise rather than a formal audit</strong>.</p></li><li><p><strong>New safety standards org</strong>: <a href="https://x.com/sjgadler/status/2056762703033807068">Steven Adler</a> announced <strong>Guidelight</strong>, a new AI safety standards organization co-founded with Page Hedley, releasing its first two standards. While the tweet thread in the dataset is partial, the move is notable as another sign of the field professionalizing around operational standards, not just model evals.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>Karpathy joins Anthropic</strong>: <a href="https://x.com/karpathy/status/2056753169888334312">@karpathy</a></p></li><li><p><strong>Google introduces the Gemini 3.5 model series</strong>: <a href="https://x.com/Google/status/2056788000546386273">@Google</a></p></li><li><p><strong>Google DeepMind launches Gemini Omni</strong>: <a href="https://x.com/GoogleDeepMind/status/2056786446636212467">@GoogleDeepMind</a></p></li><li><p><strong>Gemini 3.5 Flash GA for agents and coding</strong>: <a href="https://x.com/Google/status/2056788266872140232">@Google</a></p></li><li><p><strong>OpenAI Guaranteed Capacity</strong>: <a href="https://x.com/OpenAI/status/2056823271774101907">@OpenAI</a></p></li><li><p><strong>Google&#8217;s 24/7 personal agent, Gemini Spark</strong>: <a href="https://x.com/Google/status/2056791134295273554">@Google</a></p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><p></p>
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] How to land a job at a frontier lab (on Pretraining)]]></title><description><![CDATA[a quiet day before google i/o lets us amplify a notable blogpost]]></description><link>https://www.latent.space/p/ainews-how-to-land-a-job-at-a-frontier</link><guid isPermaLink="false">https://www.latent.space/p/ainews-how-to-land-a-job-at-a-frontier</guid><pubDate>Tue, 19 May 2026 07:31:40 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!W6LK!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>It is the day before Google I/O, when the next major Gemini releases are expected to be previewed, and it will probably be a quiet week from competitors, though <a href="https://news.ycombinator.com/item?id=48182281">Anthropic</a> and <a href="https://news.ycombinator.com/item?id=48182754">OpenAI</a> both had minor wins today, and Cursor shipped their <a href="https://news.ycombinator.com/item?id=48182516">first SpaceXAI model</a> with some nice detail on synthetic data/reward hacking and continued pretraining with <a href="https://news.smol.ai/issues/25-07-11-kimi-k2">Muon</a>. However the probable lasting title story candidate from today will be Vlad Feinberg&#8217;s (understandably Google/TPU centric) <a href="https://vladfeinberg.com/2026/05/10/how-to-land-a-job-at-a-frontier-lab.html">notes on job preparation, specifically on Pretraining</a>:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!W6LK!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!W6LK!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png 424w, https://substackcdn.com/image/fetch/$s_!W6LK!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png 848w, https://substackcdn.com/image/fetch/$s_!W6LK!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png 1272w, https://substackcdn.com/image/fetch/$s_!W6LK!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!W6LK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png" width="1194" height="604" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:604,&quot;width&quot;:1194,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:146695,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.latent.space/i/198343451?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!W6LK!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png 424w, https://substackcdn.com/image/fetch/$s_!W6LK!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png 848w, https://substackcdn.com/image/fetch/$s_!W6LK!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png 1272w, https://substackcdn.com/image/fetch/$s_!W6LK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e69d902-1d29-4e8c-834c-41e83b07223f_1194x604.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Specifically he references last year&#8217;s <a href="https://jax-ml.github.io/scaling-book/">Scaling handbook from DeepMind</a>, and kernel work is an important part:</p><blockquote><p><em>The biggest bottleneck and innermost loop of all LLM work is <strong>performance work that makes abstract, logical changes to the LLM practical to run</strong>. Every project needs people who can <strong>tune the LLMs at the kernel level</strong>. It is a skill you can pick up and is the most direct path into the labs.</em></p></blockquote><p>There&#8217;s a surprise mention of DSLs for kernel dev, of which there is a <a href="https://x.com/yaroslavvb/status/2053669022684877076">concise history</a>:</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/yaroslavvb/status/2053669022684877076&quot;,&quot;full_text&quot;:&quot;What is the reason for proliferation of DSLs in the last year? &quot;,&quot;username&quot;:&quot;yaroslavvb&quot;,&quot;name&quot;:&quot;Yaroslav Bulatov&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/917082138322788357/EBmj86nx_normal.jpg&quot;,&quot;date&quot;:&quot;2026-05-11T02:50:24.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/HIAYu4BbQAA20P-.png&quot;,&quot;link_url&quot;:&quot;https://t.co/acsfUt5g6W&quot;}],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:7,&quot;retweet_count&quot;:0,&quot;like_count&quot;:72,&quot;impression_count&quot;:6930,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p>For someone at this level of the stack, surprisingly he also calls out Agent Work like <a href="https://www.latent.space/p/ainews-ai-engineer-worlds-fair-autoresearch">autoresearch</a> and AlphaEvolve. He ends with a surprisingly simple exercise:</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/swyx/status/2056478391008977404&quot;,&quot;full_text&quot;:&quot;this seems quite doable in the space of a single 2-3 hour workshop &#8212; any brave soul want to try to livecode this for people as a learning exercise?&quot;,&quot;username&quot;:&quot;swyx&quot;,&quot;name&quot;:&quot;swyx&#128748; SFO&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1867875781676007424/RIF4Kt7U_normal.jpg&quot;,&quot;date&quot;:&quot;2026-05-18T20:53:50.000Z&quot;,&quot;photos&quot;:[{&quot;img_url&quot;:&quot;https://pbs.substack.com/media/HIoTwCUaQAAPTv_.jpg&quot;,&quot;link_url&quot;:&quot;https://t.co/VTfzaB4NpK&quot;}],&quot;quoted_tweet&quot;:{&quot;full_text&quot;:&quot;How to land a job at a frontier lab \n\nhttps://t.co/oHIqLgBMbC&quot;,&quot;username&quot;:&quot;FeinbergVlad&quot;,&quot;name&quot;:&quot;Vlad Feinberg&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1351028034653069312/FfUFlVDf_normal.jpg&quot;},&quot;reply_count&quot;:22,&quot;retweet_count&quot;:11,&quot;like_count&quot;:408,&quot;impression_count&quot;:61611,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p>But the real hiring test is in the bottom paragraphs:</p><ul><li><p><em>Derive Chinchilla laws for this; see how they <strong>differ for dense vs MoE</strong> architectures. </em></p><ul><li><p><em>Code your solution from scratch in jax by hand if you actually want the learning experience.</em></p></li></ul></li><li><p><em>Next, assuming you used jax.lax.ragged_dot for the MoE layer; <strong>write a pallas kernel</strong> that beats ragged dot for F &gt; D by fusing the up/down projections. </em></p><ul><li><p><em>Find a setting where you notice a measurable forward pass speedup and explain why it&#8217;s there.</em></p></li></ul></li></ul><p>If you can teach this to the rest of the community, we&#8217;d <a href="https://ai.engineer/cfp">love to feature you as a workshop speaker.</a></p><blockquote><p>AI News for 5/16/2026-5/18/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Coding Agents, Agent Ops, and the Move from Chat to Automation</strong></p><ul><li><p><strong>Agent infrastructure is converging on observability + automation loops</strong>: Several posts point to a maturing stack for production agents. <strong>LangSmith Engine</strong> is framed as the missing CI/CD loop for agents, automatically detecting failures from production traces, clustering issues, and drafting fixes/evals, with LangChain also highlighting <strong>SmithDB</strong> as a purpose-built data layer for agent observability/eval workloads with low-latency querying over large traces and self-hosting/multi-cloud requirements <a href="https://x.com/krishdpi/status/2056102370434798034">@krishdpi</a>, <a href="https://x.com/LangChain/status/2056414104445747371">@LangChain</a>. In parallel, <strong>Cognition</strong> launched <strong>Devin Auto-Triage</strong>, positioning it as an always-on &#8220;first responder&#8221; for bugs, alerts, and incidents with long-term memory, manager/subagent structure, and PR generation; early users like Modal describe it as more useful than typical homegrown triage automations <a href="https://x.com/cognition/status/2056396941181727210">@cognition</a>, <a href="https://x.com/walden_yan/status/2056409599000068193">@walden_yan</a>, <a href="https://x.com/russelljkaplan/status/2056457452661719277">@russelljkaplan</a>. The common pattern is less &#8220;chat with an agent&#8221; and more <strong>persistent automation tied to traces, memory, and evals</strong>.</p></li><li><p><strong>Operational patterns for coding agents are getting more concrete</strong>: Anthropic published best practices for running <strong>Claude Code</strong> across multi-million-line monorepos, legacy systems, and microservices, while adding <strong>prompt cache diagnostics</strong> and making <strong>Fast mode default to Opus 4.7</strong> for lower-latency coding workflows <a href="https://x.com/ClaudeDevs/status/2056403446056784288">@ClaudeDevs</a>, <a href="https://x.com/ClaudeDevs/status/2056434422229123106">@ClaudeDevs</a>, <a href="https://x.com/ClaudeDevs/status/2056454359685476491">@ClaudeDevs</a>. OpenAI expanded <strong>Codex</strong> workflows with a <strong>Zoom plugin</strong>, mobile/desktop remote execution, and &#8220;keep your Mac awake&#8221; support so longer-running jobs continue from the phone app <a href="https://x.com/coreyching/status/2056422748763914274">@coreyching</a>, <a href="https://x.com/OpenAIDevs/status/2056442456800141424">@OpenAIDevs</a>. Microsoft pushed <strong>remote control</strong> for GitHub Copilot CLI and VS Code to GA <a href="https://x.com/code/status/2056460035278962738">@code</a>. Across these, the product direction is clear: <strong>background execution, remote supervision, and agent fan-out</strong>, not just interactive completions.</p></li><li><p><strong>Practitioners are converging on the same mental model: constrain, verify, decompose</strong>: Fran&#231;ois Chollet&#8217;s framing of coding agents as &#8220;blind squirrels&#8221; that need carefully placed <strong>verifiable constraints</strong> succinctly matches a broader shift toward harness-centric engineering <a href="https://x.com/fchollet/status/2056401102485266620">@fchollet</a>. Related advice includes using <strong>asserts</strong> heavily in Python/ML code to fail fast <a href="https://x.com/gabriberton/status/2056381648707735875">@gabriberton</a>, building both <strong>end-to-end and incremental evals</strong> for long-running agents <a href="https://x.com/palashshah/status/2056449711767265420">@palashshah</a>, and structuring multi-agent systems in staged maturity levels rather than maximizing agent count prematurely <a href="https://x.com/shannholmberg/status/2056410242330874349">@shannholmberg</a>. The practical consensus: agent quality depends more on <strong>verification surfaces, decomposition, and feedback loops</strong> than on prompt cleverness alone.</p></li></ul><p><strong>Model Releases, Ranking Shifts, and Frontier Coding Models</strong></p><ul><li><p><strong>Cursor&#8217;s Composer 2.5 is the standout model launch in this batch</strong>: Cursor announced <strong>Composer 2.5</strong> as its strongest model yet, emphasizing better sustained work on long-running tasks and more reliable instruction following, then disclosed a deeper strategic move: training a much larger model from scratch with <strong>&#8220;SpaceXAI,&#8221;</strong> using <strong>10&#215; more total compute</strong> and access to <strong>Colossus 2&#8217;s million H100-equivalents</strong> <a href="https://x.com/cursor_ai/status/2056415413077233983">@cursor_ai</a>, <a href="https://x.com/cursor_ai/status/2056415419536461836">@cursor_ai</a>. Community reactions centered on its <strong>efficiency/cost-performance profile</strong> and strong coding quality, with users calling it a major step up from Composer 2 and noting better collaboration behavior in messages/updates, not just raw benchmark gains <a href="https://x.com/mntruell/status/2056418797473640681">@mntruell</a>, <a href="https://x.com/jonas_nelle/status/2056422317740466192">@jonas_nelle</a>, <a href="https://x.com/kimmonismus/status/2056494027189751842">@kimmonismus</a>.</p></li><li><p><strong>Alibaba&#8217;s Qwen line continues to climb</strong>: <strong>Qwen3.7 Preview</strong> landed on Arena with <strong>Qwen3.7 Max Preview</strong> at <strong>#13 overall</strong> in text, including <strong>#7 Math</strong>, <strong>#9 Expert</strong>, <strong>#9 Software &amp; IT</strong>, and <strong>#10 Coding</strong>; <strong>Qwen3.7 Plus Preview</strong> reached <strong>#16 overall</strong> in vision, making Alibaba the <strong>#6 lab in text</strong> and <strong>#5 in vision</strong> by Arena&#8217;s counts <a href="https://x.com/arena/status/2056400044862111757">@arena</a>, <a href="https://x.com/Alibaba_Qwen/status/2056403591464984753">@Alibaba_Qwen</a>. That reinforces the broader trend of Chinese labs steadily improving across both general and specialist arenas rather than only headline chat benchmarks.</p></li><li><p><strong>Open model and multimodal releases continue below the mega-frontier</strong>: ByteDance open-sourced <strong>Lance</strong>, described as a <strong>unified multimodal model</strong> for image/video understanding, generation, and editing, with <strong>3B video + 3B image + 3B decoder</strong> components <a href="https://x.com/bdsqlsz/status/2056353648779907115">@bdsqlsz</a>. Perplexity released a small open <strong>multilingual ColBERT</strong> model as a continued-training variant of <strong>pplx-embed-0.6b</strong>, with notes on using the <strong>MaxSim kernel</strong> <a href="https://x.com/bo_wangbo/status/2056421369387094301">@bo_wangbo</a>. These are not frontier-scale launches, but they are technically meaningful because they target <strong>retrieval quality</strong> and <strong>native multimodal unification</strong>, two areas where open tooling still matters.</p></li></ul><p><strong>Inference, Deployment, and Local/Enterprise Serving</strong></p><ul><li><p><strong>Local inference got a notable speed boost via MTP in llama.cpp</strong>: Georgi Gerganov announced <strong>MTP support for the Qwen3.6 family</strong> in <strong>llama.cpp</strong>, calling it a significant milestone for local AI <a href="https://x.com/ggerganov/status/2056391115469689330">@ggerganov</a>. Follow-on reports showed meaningful throughput gains, including a <strong>Qwen3.6-27B dense</strong> jump from <strong>25 tok/s to 45 tok/s (+78%)</strong> on an A10G using draft-MTP flags <a href="https://x.com/victormustar/status/2056456757786869793">@victormustar</a>. This matters because it narrows the usability gap between local and hosted coding/general assistants on commodity hardware.</p></li><li><p><strong>Enterprise/on-prem deployment momentum remains strong</strong>: Hugging Face and Dell promoted one-click access to models including <strong>Kimi K2.6</strong>, <strong>DeepSeek V4 Pro/Flash</strong>, <strong>GLM 5.1</strong>, and <strong>MiniMax M2.7</strong> through <strong>Dell Enterprise Hub</strong> optimized for <strong>PowerEdge XE9780 with NVIDIA B300</strong> <a href="https://x.com/jeffboudier/status/2056436625522266265">@jeffboudier</a>. Clement Delangue argued that <strong>on-prem/local AI based on open-source models</strong> will be an important answer to <strong>GPU shortages</strong>, with advantages in <strong>cost, latency, and safety/data control</strong> <a href="https://x.com/ClementDelangue/status/2056439359784530252">@ClementDelangue</a>.</p></li><li><p><strong>Cross-hardware inference optimization is becoming more sophisticated</strong>: Zyphra published end-to-end inference benchmarks on <strong>AMD Instinct MI355X</strong>, claiming strong outperformance over AMD&#8217;s baseline and a narrowed gap to <strong>NVIDIA B200</strong> when serving <strong>Kimi K2.6, GLM 5.1, and DeepSeek V3.2</strong> <a href="https://x.com/ZyphraAI/status/2056404622483562623">@ZyphraAI</a>. Complementing that, Quentin Anthony posted a useful thread on why benchmarking needs to distinguish <strong>hardware ceilings vs current software state</strong>, arguing that many cross-stack comparisons conflate vendor maxes, achievable GEMM performance, and software maturity <a href="https://x.com/QuentinAnthon15/status/2056450379932647533">@QuentinAnthon15</a>. For infra engineers, that&#8217;s a strong reminder to treat benchmark charts as <strong>stack-dependent snapshots</strong>, not absolute truths.</p></li></ul><p><strong>Research: MoEs, RL/Data Mixing, Architecture Search, and Agent Evaluation</strong></p><ul><li><p><strong>Several papers this week focused on better training signals rather than bigger models</strong>: A summary of LeCun/Timor et al.&#8217;s <strong>&#8220;On Training in Imagination&#8221;</strong> highlighted that in model-based RL, smoother world/reward models with <strong>low Lipschitz constants</strong> tighten error bounds; reward models often scale faster than dynamics models; and <strong>many noisy reward labels can beat fewer high-quality ones</strong>, while biased rewards are especially dangerous <a href="https://x.com/TheTuringPost/status/2056182805412098431">@TheTuringPost</a>. A separate thread on <strong>Pedagogical RL</strong> argued that even correct reasoning traces can be poor training data if they are too surprising relative to the student policy; the method uses a privileged teacher plus <strong>spike-aware rewards</strong> and <strong>surprisal-gated imitation</strong> to generate trajectories the student can actually learn from <a href="https://x.com/blc_16/status/2056411251186815104">@blc_16</a>, <a href="https://x.com/NoahZiems/status/2056454054092419568">@NoahZiems</a>.</p></li><li><p><strong>Architecture and scaling studies remain highly actionable</strong>: Meta&#8217;s <strong>AIRA</strong> work on <strong>agentic neural architecture discovery</strong> drew attention because it beats <strong>Llama 3.2</strong> at <strong>350M, 1B, and 3B</strong> scales within a <strong>24-hour compute budget</strong> by splitting search into a planning agent (<strong>AIRA-Compose</strong>) and an implementation agent (<strong>AIRA-Design</strong>) <a href="https://x.com/omarsar0/status/2056434731508703607">@omarsar0</a>, <a href="https://x.com/dair_ai/status/2056435283910865265">@dair_ai</a>. Separately, <strong>&#8220;Slicing and Dicing MoEs&#8221;</strong> reports training <strong>2,000+ MoE LMs</strong> and concludes that much of the design space reduces to <strong>expert size and expert count</strong> rather than the noisier discourse around MoE configuration knobs <a href="https://x.com/margs_li/status/2056355079188627862">@margs_li</a>.</p></li><li><p><strong>Data selection/eval methodology are emerging as first-class research problems</strong>: <strong>On-Policy Mix</strong> targets the unsolved problem of finding the right data mix as data distributions keep shifting, with applicability across pretraining, midtraining, and instruction tuning <a href="https://x.com/michahu8/status/2056393112621043964">@michahu8</a>. On evals, Cameron Wolfe published a guide to <strong>agent evaluation</strong>, and a longer Zhihu summary argued that the agent era requires measuring <strong>delegation intelligence</strong>&#8212;when to search, code, reason, or call tools&#8212;rather than only static knowledge or internal chain-of-thought prowess <a href="https://x.com/cwolferesearch/status/2056399847553409301">@cwolferesearch</a>, <a href="https://x.com/ZhihuFrontier/status/2056408194801635391">@ZhihuFrontier</a>. That aligns closely with current product practice: the hard part is increasingly <strong>tool choice and verification policy</strong>, not text-only reasoning.</p></li></ul><p><strong>Ecosystem Moves: SDKs, Revenue Capture, and Open Tooling</strong></p><ul><li><p><strong>Anthropic acquired Stainless</strong>: Anthropic announced the acquisition of <strong>Stainless</strong>, the SDK and MCP server platform that has powered Anthropic SDKs since early API days <a href="https://x.com/AnthropicAI/status/2056419620643541012">@AnthropicAI</a>. Strategically, this points to continued vertical integration around <strong>developer ergonomics, SDK generation, and protocol surfaces</strong>, not just model quality.</p></li><li><p><strong>Revenue concentration around foundation model providers appears to be increasing</strong>: One post claimed that <strong>Anthropic and OpenAI&#8217;s share of AI model/application revenues generated by 34 top AI startups is rising</strong>, a signal that the ecosystem may be consolidating economically even as model choices proliferate <a href="https://x.com/amir/status/2056041152500142259">@amir</a>.</p></li><li><p><strong>Tooling and deployment curation remains in demand</strong>: The Turing Post&#8217;s roundup of <strong>13 open-source tools for foundation model deployment</strong>&#8212;including <strong>vLLM, TGI, SGLang, llama.cpp, Ollama, BentoML, Kubeflow, MLflow</strong> and others&#8212;was one of the more practically useful curation posts in the set <a href="https://x.com/TheTuringPost/status/2056102301811781848">@TheTuringPost</a>. Meanwhile, <strong>Papers With Code</strong> is being revived with AI-agent-assisted parsing of methods, leaderboards, and SOTA tracking, underscoring renewed focus on <strong>research discoverability</strong> <a href="https://x.com/NielsRogge/status/2056366395605078252">@NielsRogge</a>.</p></li></ul><p><strong>Top Tweets (by engagement)</strong></p><ul><li><p><strong>Cursor&#8217;s Composer 2.5 + bigger training push</strong>: The highest-signal high-engagement product news was <strong>Composer 2.5</strong> and Cursor&#8217;s disclosure that it is training a much larger model from scratch with <strong>10&#215; more compute</strong> <a href="https://x.com/cursor_ai/status/2056415413077233983">@cursor_ai</a>, <a href="https://x.com/cursor_ai/status/2056415419536461836">@cursor_ai</a>.</p></li><li><p><strong>OpenAI/Anthropic product updates with developer impact</strong>: Sam Altman said <strong>ChatGPT improved significantly with the latest update</strong> <a href="https://x.com/sama/status/2056435834333934051">@sama</a>, while Anthropic shipped <strong>Fast mode defaulting to Opus 4.7</strong> and <strong>prompt cache diagnostics</strong> in Claude Console <a href="https://x.com/ClaudeDevs/status/2056454359685476491">@ClaudeDevs</a>, <a href="https://x.com/ClaudeDevs/status/2056434422229123106">@ClaudeDevs</a>.</p></li><li><p><strong>Enduring research/engineering framing</strong>: Richard Sutton&#8217;s 26-word condensation of the <strong>Bitter Lesson</strong>&#8212;focus on methods for creating knowledge that scale with compute, like search and learning&#8212;was among the most engaged research-adjacent posts and resonated with many of the week&#8217;s themes around agent harnesses, search, and verifier-driven systems <a href="https://x.com/RichardSSutton/status/2056419165502935198">@RichardSSutton</a>.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. LLM Safety Benchmarks and Abliteration Forensics</strong></h3><p></p>
      <p>
          <a href="https://www.latent.space/p/ainews-how-to-land-a-job-at-a-frontier">
              Read more
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] Cerebras' $60B IPO: Slowly, then All at Once]]></title><description><![CDATA[Congrats Big Chip!]]></description><link>https://www.latent.space/p/ainews-cerebras-60b-ipo-slowly-then</link><guid isPermaLink="false">https://www.latent.space/p/ainews-cerebras-60b-ipo-slowly-then</guid><pubDate>Sat, 16 May 2026 04:36:50 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!vBnf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>We normally focus on technical stories, but occasional large fundraisings are noteworthy in themselves, and the Cerebras IPO (after one <a href="https://www.youtube.com/watch?v=7UGjf080qag">pulled S-1</a> and a fantastic <a href="https://openai.com/index/cerebras-partnership/">750MW partnership</a> and <a href="https://www.reuters.com/technology/openai-spend-more-than-20-billion-cerebras-chips-receive-equity-stake-2026-04-17/">$10-$20B stake/deal</a> with OpenAI) this week, certainly qualifies as a growing theme supporting <a href="https://www.latent.space/p/ainews-the-inference-inflection">the Inference Inflection</a>, just 6 months after <a href="https://news.smol.ai/issues/25-12-24-nvidia-groq">the shock execuhire of Groq by NVIDIA for $20B</a>. <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CBRS&quot;}" data-component-name="CashtagToDOM"></span> ended today at $280, a market cap of $60 billion, which is tremendous validation for <a href="https://x.com/vikramskr/status/2054264737400328678?s=12">Big Chip</a> and <a href="https://x.com/shenlucinda/status/2055033736031592843?s=12">their believers</a>.</p><p>This image <a href="https://x.com/amir/status/2054940414688494029?s=12">from Amir Efrati</a> summarizes the Decade of Cerebras:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!vBnf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!vBnf!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png 424w, https://substackcdn.com/image/fetch/$s_!vBnf!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png 848w, https://substackcdn.com/image/fetch/$s_!vBnf!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png 1272w, https://substackcdn.com/image/fetch/$s_!vBnf!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!vBnf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png" width="1456" height="898" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:898,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!vBnf!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png 424w, https://substackcdn.com/image/fetch/$s_!vBnf!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png 848w, https://substackcdn.com/image/fetch/$s_!vBnf!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png 1272w, https://substackcdn.com/image/fetch/$s_!vBnf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5fea6bb8-3298-434e-afef-3eea148ba10c_2048x1263.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"></figcaption></figure></div><p>Cerebras&#8217; <a href="https://x.com/negligible_cap/status/2045239088169828550?s=12">financials</a> are now fully public, but the focus of discussions center around the supply:</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/andrewbenson/status/2051726066839130593?s=12&quot;,&quot;full_text&quot;:&quot;Cerebras - what you really need to know\n\n- this IPO is going to fly regardless given Groq with no real customers sold for $20 billion to Nvidia and Cerebras is already in deployment with OpenAI\n\n- but they have problems on lack of access to wafers and TSMC until at least 2028\n\n-&quot;,&quot;username&quot;:&quot;AndrewBenson&quot;,&quot;name&quot;:&quot;Andrew Benson&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1755560007947755520/1uCV0eXV_normal.jpg&quot;,&quot;date&quot;:&quot;2026-05-05T18:09:48.000Z&quot;,&quot;photos&quot;:[],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:8,&quot;retweet_count&quot;:5,&quot;like_count&quot;:110,&quot;impression_count&quot;:19878,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:false}" data-component-name="Twitter2ToDOM"></div><p>More details below, and the Head Research Scientist of Cerebras speaks at AIE Singapore later today on the livestream:</p><div id="youtube2-_xQnSNlBP_w" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;_xQnSNlBP_w&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/_xQnSNlBP_w?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p></p><blockquote><p>AI News for 5/14/2026-5/15/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h2><strong>Headline Story: Cerebras IPO recap, technical details, and company journey</strong></h2><p><strong>Cerebras returned to the timeline as an IPO story, with investors and adjacent infra voices framing the company as a long-running contrarian hardware bet that finally looks vindicated.</strong> The most directly relevant tweet is from investor Ishan N. Taneja, who said he &#8220;didn&#8217;t believe&#8221; early Cerebras claims, then concluded the skeptic he doubted &#8220;was totally right,&#8221; praising Cerebras for persistence, execution, and for having &#8220;built a banger chip,&#8221; while noting this was Hanabi&#8217;s first IPO <a href="https://x.com/ishanit5/status/2055000270837543052">@ishanit5</a>. A second Cerebras-specific datapoint came from CNBC&#8217;s Deirdre Bosa quoting Cerebras CFO Bob Komin pushing back on the &#8220;small models only&#8221; narrative: Komin said Cerebras serves models of all sizes, that there is &#8220;no limit&#8221; to the size of models it can serve, and that Cerebras is currently serving <strong>trillion-parameter models</strong>, including internal OpenAI models, specifically naming <strong>&#8220;OpenAI 5.4 and 5.5&#8221;</strong> <a href="https://x.com/dee_bosa/status/2055351401472020949">@dee_bosa</a>. A nearby contextual tweet from Apoorv Vyas explicitly linked &#8220;the Cerebras IPO&#8221; to a Stanford discussion on compute scarcity, inference demand, routing, and open source, suggesting the IPO was being interpreted not as a generic capital-markets event but as part of the inference infrastructure cycle <a href="https://x.com/apoorv03/status/2055479206545646040">@apoorv03</a>.</p><h2><strong>Facts vs. opinions</strong></h2><h3><strong>Facts directly stated in tweets</strong></h3><ul><li><p>Cerebras is being discussed in the context of an <strong>IPO</strong> <a href="https://x.com/ishanit5/status/2055000270837543052">@ishanit5</a>, <a href="https://x.com/apoorv03/status/2055479206545646040">@apoorv03</a>.</p></li><li><p>Cerebras CFO <strong>Bob Komin</strong> said:</p><ul><li><p>Cerebras serves <strong>all model sizes</strong>.</p></li><li><p>There is <strong>&#8220;no limit&#8221;</strong> to model size it can serve.</p></li><li><p>Cerebras is serving <strong>trillion-parameter models</strong>.</p></li><li><p>It is serving <strong>internal OpenAI models</strong>, specifically <strong>OpenAI 5.4 and 5.5</strong> <a href="https://x.com/dee_bosa/status/2055351401472020949">@dee_bosa</a>.</p></li></ul></li></ul><h3><strong>Opinions / interpretations</strong></h3><ul><li><p>Cerebras &#8220;did controversial things for the right reasons,&#8221; &#8220;the team slaps,&#8221; and &#8220;they built a banger chip&#8221; are investor judgments, not independently verified facts <a href="https://x.com/ishanit5/status/2055000270837543052">@ishanit5</a>.</p></li><li><p>The implication that the IPO is a validation of Cerebras&#8217;s long-term strategy is an interpretation emerging from the investor tone and surrounding infra discourse, not a formal claim from the company in these tweets.</p></li><li><p>The CFO&#8217;s claim that there is &#8220;no limit&#8221; to model size is partly factual framing and partly marketing language; engineers should read it as &#8220;the company believes its serving architecture scales to current frontier workloads,&#8221; not literally unbounded compute.</p></li></ul><h2><strong>Technical details and numbers surfaced in the discussion</strong></h2><p>The tweet corpus is light on historical specs, but it does contain several notable <strong>operational claims</strong> relevant to Cerebras&#8217;s technical positioning:</p><ul><li><p><strong>Trillion-parameter model serving</strong>: Cerebras CFO says the company is currently serving trillion-parameter models <a href="https://x.com/dee_bosa/status/2055351401472020949">@dee_bosa</a>.</p></li><li><p><strong>Named customers/workloads</strong>: Komin specifically says these include <strong>internal OpenAI 5.4 and 5.5</strong> <a href="https://x.com/dee_bosa/status/2055351401472020949">@dee_bosa</a>.</p></li><li><p><strong>Strategic wedge</strong>: The framing is clearly <strong>inference/serving</strong>, not just training. Apoorv ties the IPO discussion to &#8220;compute scarcity,&#8221; &#8220;rising inference demand,&#8221; and &#8220;model routing&#8221; <a href="https://x.com/apoorv03/status/2055479206545646040">@apoorv03</a>.</p></li></ul><p>Those tweets align with Cerebras&#8217;s broader known positioning in the market: wafer-scale hardware, extreme on-chip memory bandwidth, and system architectures optimized to reduce the bottlenecks that appear when serving large models with low latency. Even though those specific chip specs are not in the tweet set, the CFO&#8217;s &#8220;trillion-parameter&#8221; comment is technically meaningful because it implies the company wants to be understood as a serious serving platform for frontier-scale models, not a niche accelerator for mid-sized open models.</p><h2><strong>Cerebras&#8217;s journey: why this IPO resonated</strong></h2><p>Cerebras has spent years in the &#8220;ambitious but contentious&#8221; bucket in AI hardware. The investor comment captures the core narrative arc well: the company took a path that many found implausible or commercially dubious, but did so with persistence and enough execution to stay alive through multiple compute cycles <a href="https://x.com/ishanit5/status/2055000270837543052">@ishanit5</a>.</p><p>The subtext of that praise is important for hardware engineers:</p><ul><li><p>Cerebras has long represented a <strong>non-NVIDIA architectural thesis</strong>.</p></li><li><p>Its strategy has been to attack the scaling problem with a <strong>different physical and system design philosophy</strong>, rather than merely competing on conventional accelerator economics.</p></li><li><p>That made it inherently controversial, because the market often discounts bespoke architectures unless they win a very specific workload.</p></li></ul><p>The IPO recap chatter suggests the company&#8217;s story has shifted from &#8220;can this architecture survive?&#8221; to &#8220;is this exactly the kind of differentiated serving stack the market now needs?&#8221;</p><p>That shift is happening because the AI infra market has also shifted:</p><ul><li><p>From pure training prestige toward <strong>inference economics</strong>.</p></li><li><p>From benchmark snapshots toward <strong>serving giant models in production</strong>.</p></li><li><p>From GPU abundance assumptions toward <strong>compute scarcity and routing discipline</strong> <a href="https://x.com/apoorv03/status/2055479206545646040">@apoorv03</a>.</p></li></ul><p>In that environment, a company that can credibly say it serves <strong>trillion-parameter internal frontier models</strong> gets a very different hearing than it would have a few years ago <a href="https://x.com/dee_bosa/status/2055351401472020949">@dee_bosa</a>.</p><h2><strong>Different perspectives</strong></h2><h3><strong>Supportive / bullish</strong></h3><ul><li><p>The most bullish take is from investor Ishan N. Taneja: skepticism gave way to admiration, with emphasis on <strong>persistence</strong>, <strong>execution</strong>, and a <strong>successful contrarian chip bet</strong> <a href="https://x.com/ishanit5/status/2055000270837543052">@ishanit5</a>.</p></li><li><p>Bob Komin&#8217;s quote is also strategically bullish: it reframes Cerebras as a platform for <strong>frontier-scale inference</strong>, not a side player <a href="https://x.com/dee_bosa/status/2055351401472020949">@dee_bosa</a>.</p></li><li><p>Apoorv&#8217;s comment places Cerebras in the center of a live systems question&#8212;<strong>compute scarcity amid rising inference demand</strong>&#8212;which is where a differentiated serving architecture could matter most <a href="https://x.com/apoorv03/status/2055479206545646040">@apoorv03</a>.</p></li></ul><h3><strong>Neutral / analytical</strong></h3><ul><li><p>A neutral read is that Cerebras&#8217;s IPO matters less as a public-markets event than as a signal that investors believe there is room for <strong>non-GPU-default infra companies</strong> in the frontier stack.</p></li><li><p>Another neutral takeaway: even if Cerebras has genuine technical differentiation, the important question is not &#8220;is the chip elegant?&#8221; but &#8220;can it sustain utilization, software compatibility, and commercial adoption in a market increasingly organized around incumbent ecosystems?&#8221;</p></li></ul><h3><strong>Skeptical / implicit counterpoints</strong></h3><p>No tweet in the supplied set directly attacks the Cerebras IPO. But there are implicit reasons an expert audience would remain cautious:</p><ul><li><p>&#8220;No limit to model size&#8221; is standard executive rhetoric; in practice, limits show up in <strong>memory hierarchy, batch/latency tradeoffs, interconnect behavior, software ergonomics, and workload mix</strong>.</p></li><li><p>Serving internal OpenAI workloads is a strong claim, but without details on <strong>share of traffic, latency tier, cost/token, utilization, or exact deployment role</strong>, it is hard to know whether this reflects broad strategic reliance or narrower targeted usage.</p></li><li><p>The history of AI hardware is full of technically impressive architectures that failed commercially because software, developer adoption, or ecosystem gravity overwhelmed raw hardware merit.</p></li></ul><h2><strong>Why it matters now</strong></h2><p>The Cerebras IPO story lands at a moment when AI infra is being repriced around a few hard truths visible elsewhere in the tweet set:</p><ul><li><p><strong>Inference is becoming the dominant compute market</strong>. Pearl, Together, and others are explicitly talking about inference economics and token costs <a href="https://x.com/prlnet/status/2055339314205139226">@prlnet</a>, <a href="https://x.com/simran_s_arora/status/2055348155051569474">@simran_s_arora</a>.</p></li><li><p><strong>Serving giant models is now a product requirement</strong>, not just a lab flex. Multiple tweets discuss trillion-scale models, large-model cadence, and rapid RL/post-training-driven improvements <a href="https://x.com/scaling01/status/2055018330365345896">@scaling01</a>, <a href="https://x.com/kimmonismus/status/2055197338092662824">@kimmonismus</a>.</p></li><li><p><strong>Capital intensity is under scrutiny</strong>. Kimmonismus notes hyperscaler capex crossing <strong>$600B</strong> and a large gap between AI infra spending and AI revenue, warning that the market is watching infra economics closely <a href="https://x.com/kimmonismus/status/2055293526125232332">@kimmonismus</a>.</p></li></ul><p>In that context, Cerebras matters if&#8212;and only if&#8212;it can make a durable case that a nonstandard architecture can improve the economics or latency profile of frontier inference enough to justify ecosystem switching costs.</p><h2><strong>Broader context: official claims vs independent validation</strong></h2><p>Officially, the strongest claim in the tweet set is from CFO Bob Komin: <strong>Cerebras already serves trillion-parameter OpenAI internal models</strong> <a href="https://x.com/dee_bosa/status/2055351401472020949">@dee_bosa</a>.</p><p>What is missing from the tweet set is independent benchmark-style validation:</p><ul><li><p>no cost-per-token comparison,</p></li><li><p>no latency percentile data,</p></li><li><p>no throughput numbers,</p></li><li><p>no context-length specifics,</p></li><li><p>no software compatibility details,</p></li><li><p>no utilization figures.</p></li></ul><p>So the right technical posture is:</p><ul><li><p>treat the OpenAI-serving claim as <strong>important and credible enough to watch</strong>;</p></li><li><p>do <strong>not</strong> overread it as full proof of broad superiority.</p></li></ul><p>The IPO recap, then, is less &#8220;Cerebras won&#8221; and more &#8220;Cerebras stayed alive long enough for the market to become more favorable to its thesis.&#8221;</p><h1><strong>AI Twitter Recap</strong></h1><p><strong>Codex, GitHub Copilot App, and the New Coding-Agent Surface Area</strong></p><ul><li><p>OpenAI&#8217;s Codex mobile/app rollout dominated product chatter. Users described building websites from a bar, controlling Macs from iPhone, and treating laptops as &#8220;satellite devices&#8221; while an always-on Mac mini runs sessions in the background <a href="https://x.com/flavioAd/status/2055021982601605225">@flavioAd</a>, <a href="https://x.com/nickbaumann_/status/2055066537002725393">@nickbaumann_</a>, <a href="https://x.com/PaulSolt/status/2055057277334208987">@PaulSolt</a>, <a href="https://x.com/rileybrown/status/2055093278161428726">@rileybrown</a>.</p></li><li><p><strong>Codex is rapidly becoming a multi-surface agent platform</strong>: tweets this cycle point to a meaningful broadening of where and how coding agents run: mobile-first workflows via <a href="https://x.com/rileybrown/status/2055093278161428726">Codex Mobile walkthroughs</a>, iPad/VPS session management from <a href="https://x.com/npew/status/2055131618789265779">@npew</a>, Telegram/home-server remote setups from <a href="https://x.com/itsclivetime/status/2055144998270824515">@itsclivetime</a>, and hints of &#8220;locked use&#8221; for Mac control while the machine is locked from <a href="https://x.com/kimmonismus/status/2055262250701574359">@kimmonismus</a>. OpenAI&#8217;s dev team also shared adoption figures via <a href="https://x.com/etnshow/status/2055220392030278100">@etnshow</a>: <strong>4M+ weekly active users</strong>, <strong>5x more messages per user</strong>, and <strong>1M+ app downloads in the first week</strong>.</p></li><li><p><strong>The surrounding ecosystem is moving quickly to plug into Codex rather than compete only at the app layer</strong>: <a href="https://x.com/ollama/status/2055100589428658462">Ollama added Codex app support</a> with local/open-model launch paths and cloud model recommendations; <a href="https://x.com/zeddotdev/status/2055335727483781624">Zed now supports ChatGPT subscription access in its agent</a>, preserving the same subscription/rate-limit model as Codex; and third-party extensions are appearing, including <a href="https://x.com/skirano/status/2055364115560878480">MagicPath as a native canvas inside Codex</a> and a portable <code>/goal</code> command extracted into MCP/slash-command form by <a href="https://x.com/secemp9/status/2055339137318724047">@secemp9</a>. Community momentum was visible in meetup reports from <a href="https://x.com/Andy_AJT/status/2055297191128768576">London</a>, <a href="https://x.com/TimHaldorsson/status/2055206416747507785">Portugal</a>, and <a href="https://x.com/borvibe/status/2055322241340960810">Paris planning</a>.</p></li><li><p><strong>GitHub is making a parallel bet on the coding harness, not just the model</strong>: the VS Code/Copilot team emphasized that the user experience is shaped by the <strong>coding harness</strong>&#8212;context assembly, tool use, execution loops, memory&#8212;more than by the base model alone in <a href="https://x.com/code/status/2055317356910367189">their behind-the-scenes post shared by @code</a> and <a href="https://x.com/pierceboggan/status/2055322165969604966">@pierceboggan</a>. Product features highlighted this week include <strong>agent merge</strong> from <a href="https://x.com/davidfowl/status/2055148986340905020">@davidfowl</a>, and <strong>terminal risk assessment badges</strong> with AI explanations for commands from <a href="https://x.com/code/status/2055408023506469337">@code</a>. The broader trend is clear: the competitive frontier is shifting from &#8220;best model&#8221; toward <strong>best harness + UX + integrations</strong>.</p></li></ul><p><strong>Agent Harnesses, Search, Evaluation, and Reliability Engineering</strong></p><ul><li><p><strong>Search for coding agents is being rethought around primitives, not embeddings</strong>: the strongest thread here is the &#8220;grep/search over vector DBs&#8221; argument. <a href="https://x.com/omarsar0/status/2055317577031975269">@omarsar0 highlighted</a> a paper showing <strong>grep-style text search, wrapped in the right agent harness, can match or beat embedding-based retrieval on coding-agent tasks</strong>; <a href="https://x.com/dair_ai/status/2055318144592289847">@dair_ai echoed the takeaway</a>. Relatedly, <a href="https://x.com/lintool/status/2055316434171879757">@lintool joked</a> that the &#8220;two-parameter model&#8221; for agentic search is <strong>BM25</strong>, and maybe the zero-parameter version is <strong>grep</strong>. This aligns with Cloudflare-adjacent experimentation too: <a href="https://x.com/YoniBraslaver/status/2055260079700791544">@YoniBraslaver compared SDK vs MCP on monday.com&#8217;s GraphQL API</a>, finding <strong>1 step / 15k tokens</strong> for SDK versus <strong>4 steps / 158k tokens</strong> for a real MCP server&#8212;<strong>8.4x token cost</strong> for the same output.</p></li><li><p><strong>Agent evals and observability are becoming first-class infra problems</strong>: several posts converged on the same theme that evals for autonomous systems are harder, not easier, as agents get longer-horizon and more tool-rich. <a href="https://x.com/palashshah/status/2055410769387303004">@palashshah</a> called out the difficulty of modern eval design; <a href="https://x.com/cwolferesearch/status/2055437703823372728">@cwolferesearch</a> compiled a broad benchmark map spanning <strong>Terminal-Bench, Tau-Bench, GAIA, WorkArena, OSWorld, MLE-Bench, PaperBench, GDPval</strong>, and others. New benchmark proposals included <a href="https://x.com/ShashwatGoel7/status/2055336064378720412">FutureSim</a>, which replays real-world events temporally to test continual updating and forecasting in native harnesses like Codex/Claude Code, and follow-up commentary from <a href="https://x.com/nikhilchandak29/status/2055357580436783595">@nikhilchandak29</a> arguing that <strong>test-time compute scales gracefully in forecasting</strong> too.</p></li><li><p><strong>Reliability concerns are shifting from hallucinations to system-level failure modes</strong>: <a href="https://x.com/random_walker/status/2055271764662296580">@random_walker</a> argued that black-box &#8220;genie&#8221; interfaces increase the verification burden because users can&#8217;t see reasoning traces, tool use, memory, or intermediate state. <a href="https://x.com/mitchellh/status/2055380239711457578">@mitchellh</a> made the sharper infra analogy: companies may be drifting into an <strong>&#8220;MTTR is all you need&#8221;</strong> mindset for AI-generated software, creating resilient catastrophe machines where local metrics look fine while global system comprehensibility decays. On the tooling side, LangChain pushed the other direction with <a href="https://x.com/LangChain/status/2055314236050690086">Interrupt announcements</a> covering <strong>LangSmith Engine, SmithDB, managed Deep Agents, sandboxes, gateway, and context hub</strong>, while <a href="https://x.com/ankush_gola11/status/2055368456342745098">@ankush_gola11</a> emphasized <strong>sub-second median write latency</strong> for trace ingestion as a practical requirement for agent observability.</p></li></ul><p><strong>Training, Optimization, and Inference Efficiency</strong></p><ul><li><p><strong>Optimizer work is broadening beyond the Adam family again</strong>: <a href="https://x.com/zacharynado/status/2055077098327285804">@zacharynado</a> summarized the zeitgeist succinctly: the &#8220;sloptimizer&#8221; field is just getting started with <strong>Shampoo</strong> and <strong>Muon-gen</strong> style methods after the graveyard of Adam variants. Two concrete updates landed: <a href="https://x.com/tmpethick/status/2055271381890138560">SODA</a>, a wrapper that <strong>adds no hyperparameters, removes weight-decay tuning, and improves a base optimizer</strong>, with the notable claim that <strong>SODA[Muon] beats Muon even when Muon gets a tuned weight-decay sweep</strong>; and general continued interest in Muon/Shampoo from replies and references.</p></li><li><p><strong>Fast/slow learning and pedagogical supervision were notable training ideas this cycle</strong>: <a href="https://x.com/agarwl_/status/2055081573083402434">@agarwl_ described &#8220;Learning, Fast and Slow&#8221;</a>, combining <strong>slow learning in weights via RL</strong> with <strong>fast learning in context/prompt (&#8220;fast weights&#8221;) optimized with GEPA</strong>, claiming better data efficiency, adaptability, and less forgetting than RL alone. On the supervision side, <a href="https://x.com/NoahZiems/status/2055091478024565214">Pedagogical RL</a> and <a href="https://x.com/lateinteraction/status/2055278862255185936">Late Interaction&#8217;s explainer</a> argue for learning not merely from correct outputs but from <strong>correct, teachable rollout distributions</strong>, while <a href="https://x.com/bradenjhancock/status/2055079214156853325">@bradenjhancock summarized</a> related work on teacher models that are penalized for taking leaps students can&#8217;t follow.</p></li><li><p><strong>Inference optimization remains highly active at both systems and model levels</strong>: <a href="https://x.com/ariG23498/status/2055106570971975977">@ariG23498 recommended a deep dive on continuous batching</a>, specifically the need to understand <strong>CUDA streams, events, synchronization, and CPU/GPU decoupling</strong> to avoid idle GPUs in dynamic batching regimes. Meta researchers proposed <a href="https://x.com/ManuelFaysse/status/2055214689613664303">Self-Pruned KV attention</a>, where the model learns which keys/values to keep in persistent cache to reduce <strong>KV cache size</strong> and improve decoding speed. On the local inference side, <a href="https://x.com/danielhanchen/status/2055274688025378854">@danielhanchen reported</a> that <strong>Qwen small-model MTP GGUFs now run 1.8x faster</strong>, up from <strong>1.4x</strong> two days prior, thanks to new llama.cpp speculative-decoding parameters.</p></li></ul><p><strong>Open Models, Serving Stacks, and the Agent Toolchain</strong></p><ul><li><p><strong>Open/local agent stacks are tightening around Hermes, Ollama, and portable runtimes</strong>: <a href="https://x.com/ClawRou/status/2055078292567597253">ClawRouter integrating Hermes Agent</a>, <a href="https://x.com/Teknium/status/2055125356554899865">Teknium&#8217;s claims of surpassing OpenClaw in token volume</a>, and <a href="https://x.com/Teknium/status/2055373314399650230">Grok support in Hermes Agent via SuperGrok subscriptions</a> all point to continued consolidation around interoperable agent shells. NVIDIA published a practical deployment path to <a href="https://x.com/NVIDIA_AI_PC/status/2055317325444710872">run Hermes Agent locally on DGX Spark via Ollama</a>. <a href="https://x.com/onusoz/status/2055120477648261502">@onusoz</a> also highlighted a major usability gap: <strong>one-click local model deployment for end users still doesn&#8217;t really exist</strong>, despite increasing demand.</p></li><li><p><strong>Serving infrastructure around open multimodal and scientific models continues to mature</strong>: <a href="https://x.com/vllm_project/status/2055136943550427242">vLLM highlighted Baseten&#8217;s production deployment of vLLM-Omni</a> for <strong>multi-stage audio, streaming multimodal, and real-time TTS</strong> workloads often dominated by closed APIs. They also shipped <a href="https://x.com/vllm_project/status/2055148034124894395">day-0 support for Intern-S2-Preview</a>, described as an <strong>open-source scientific multimodal foundation model</strong> with an early capability in <strong>material crystal structure generation</strong>. Additional tooling updates included Hugging Face&#8217;s call for <a href="https://x.com/RisingSayak/status/2055187769266434101">agentic kernel development in the kernels project</a>, and <a href="https://x.com/acoyfellow/status/2055235076820971872">Capa</a>, which turns <strong>OpenAPI specs into Cloudflare service bindings</strong> with <strong>5,852 generated methods</strong> across platforms like Stripe, GitHub, Slack, Twilio, and Kubernetes.</p></li><li><p><strong>Document/search infra also saw concrete product work</strong>: <a href="https://x.com/weaviate_io/status/2055276211681579242">Weaviate v1.37</a> added <strong>per-property accent folding</strong>, <strong>per-property stopword presets</strong>, and a <strong>/v1/tokenize</strong> endpoint for debugging BM25 tokenization. Cohere pushed <a href="https://x.com/cohere/status/2055343638360752351">Compass</a> as a stack for retrieval over difficult documents using visual parsing plus search embeddings. On the benchmarking side, <a href="https://x.com/jerryjliu0/status/2055405690538070340">ParseBench leaders Infinity-Parser2-Pro (35B) and Flash (2B)</a> were credited with <strong>5M+ synthetic parsing samples</strong> and a <strong>joint RL algorithm</strong> across document/element/chart parsing tasks.</p></li></ul><p><strong>Anthropic, OpenAI, xAI, and Competitive Dynamics</strong></p><ul><li><p><strong>The strongest competitive signal was around developer-product pressure, not just benchmark pressure</strong>: <a href="https://x.com/Yuchenj_UW/status/2055349045556814029">@Yuchenj_UW framed Anthropic&#8217;s recent moves as &#8220;running the Codex playbook&#8221; after getting xAI GPU capacity</a>, and the most visible user-facing change was <a href="https://x.com/ClaudeDevs/status/2055347539923308703">Anthropic resetting everyone&#8217;s 5-hour and weekly Claude rate limits</a>, amplified by <a href="https://x.com/kimmonismus/status/2055364277234528399">@kimmonismus</a> as a likely response to competition and/or increased compute availability. Separate reports from <a href="https://x.com/kimmonismus/status/2055222524774846576">@kimmonismus</a> cited FT numbers putting <strong>Anthropic valuation at $900B</strong> and <strong>ARR at $45B</strong> by end of May, up sharply from earlier checkpoints.</p></li><li><p><strong>On model perception, several tweets point to widening domain specialization and frontier gaps</strong>: <a href="https://x.com/EpochAIResearch/status/2055349241300898273">Epoch AI&#8217;s domain-specific ECI</a> suggests Claude has a <strong>software-engineering advantage</strong> relative to its own general capability index, but <strong>under-indexes in math</strong>. At the same time, multiple posters were impressed by <strong>Claude/Mythos-level</strong> capability jumps: <a href="https://x.com/scaling01/status/2055362921803211248">@scaling01</a> called Mythos &#8220;insane,&#8221; while <a href="https://x.com/teortaxesTex/status/2055330529583489406">@teortaxesTex</a> said Mythos appears meaningfully stronger than GPT-5.5 in at least some use. The speculative next step on the xAI side is larger scale still: <a href="https://x.com/scaling01/status/2055320443129581647">@scaling01 expects a new </a><strong><a href="https://x.com/scaling01/status/2055320443129581647">1.5T xAI model</a></strong><a href="https://x.com/scaling01/status/2055320443129581647"> soon</a>.</p></li><li><p><strong>OpenAI expanded the &#8220;ChatGPT as personal agent&#8221; thesis into finance</strong>: <a href="https://x.com/ChatGPTapp/status/2055317612687675545">ChatGPT announced</a> a <strong>personal finance experience</strong> for <strong>Pro users in the U.S.</strong>, with secure financial-account connections, spending analysis, and grounded Q&amp;A over user-authorized data. <a href="https://x.com/fidjissimo/status/2055384863155610068">@fidjissimo</a> tied it to the same pattern as health-record integrations: more structured personal context flowing into the agent. <a href="https://x.com/kimmonismus/status/2055320528198521041">@kimmonismus</a> argued this could compress parts of the fintech assistant layer, citing internal finance benchmarks where <strong>GPT-5.5 Thinking scored 79/100</strong> and <strong>GPT-5.5 Pro 82.5/100</strong> on complex personal-finance tasks.</p></li></ul><p><strong>Top tweets (by engagement)</strong></p><ul><li><p><strong>Codex/agent adoption</strong>: <a href="https://x.com/ChatGPTapp/status/2055317612687675545">ChatGPT personal finance preview</a> was the highest-engagement directly AI-relevant product launch in the set.</p></li><li><p><strong>Developer rate limits as product signal</strong>: <a href="https://x.com/ClaudeDevs/status/2055347539923308703">Claude resetting 5-hour and weekly rate limits</a> drew major attention, likely because it directly affects developer throughput.</p></li><li><p><strong>Practical prompt-injection example</strong>: <a href="https://x.com/tmuxvim/status/2055275374905307216">@tmuxvim&#8217;s LinkedIn bio prompt-injection joke</a> went massively viral and resonated because it maps cleanly onto current concerns about agent ingestion of untrusted text.</p></li><li><p><strong>Reliability backlash to AI-maximalist engineering culture</strong>: <a href="https://x.com/mitchellh/status/2055380239711457578">@mitchellh&#8217;s &#8220;AI psychosis&#8221; thread</a> was one of the most substantive high-engagement posts, articulating a systems-engineering critique of &#8220;ship bugs, agents will fix them&#8221; thinking.</p></li><li><p><strong>Open-vs-closed/policy framing</strong>: <a href="https://x.com/Dan_Jeffries1/status/2055241272038691133">Dan Jeffries&#8217; long thread against anti-open-source AI policy</a> had unusually high engagement for a policy argument and reflects how export controls, open weights, and industrial policy remain deeply entangled with engineering discourse.</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><p></p>
      <p>
          <a href="https://www.latent.space/p/ainews-cerebras-60b-ipo-slowly-then">
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   ]]></content:encoded></item><item><title><![CDATA[[AINews] Everything is Conductor]]></title><description><![CDATA[an ultra quiet day lets us highlight a smaller trend.]]></description><link>https://www.latent.space/p/ainews-everything-is-conductor</link><guid isPermaLink="false">https://www.latent.space/p/ainews-everything-is-conductor</guid><pubDate>Fri, 15 May 2026 00:30:21 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-UVS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>If you&#8217;re interested in how AI is improving Healthcare, tune in to our <a href="https://www.latent.space/p/abridge">first pod on it</a> out today, and if you want to meet other top engineers in the field, <a href="https://ai.engineer/cfp">apply to speak</a>!</em></p><div><hr></div><p>There&#8217;s an ongoing joke in evolutionary biology that &#8220;Everything is Crab&#8221;: <a href="https://en.wikipedia.org/wiki/Carcinisation">the Crab form factor</a> has independently evolved at least 7 times on earth:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!-UVS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!-UVS!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg 424w, https://substackcdn.com/image/fetch/$s_!-UVS!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg 848w, https://substackcdn.com/image/fetch/$s_!-UVS!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!-UVS!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!-UVS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg" width="549" height="322.00961538461536" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/c44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:854,&quot;width&quot;:1456,&quot;resizeWidth&quot;:549,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!-UVS!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg 424w, https://substackcdn.com/image/fetch/$s_!-UVS!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg 848w, https://substackcdn.com/image/fetch/$s_!-UVS!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!-UVS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc44b00aa-b057-4698-a9c6-f8e73c7aaaf7_2289x1342.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The proximate cause of today&#8217;s op-ed is GitHub <a href="https://x.com/github/status/2054959324485628120">announcing the new GitHub App</a> - as Oren Melamed says, &#8220;<em>If you are <strong>code first</strong> you might wanna stay on good ol&#8217; VS Code, but if you are <strong>agent first</strong> and GitHub first you are in for a treat!</em>&#8221;</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!8awu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!8awu!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png 424w, https://substackcdn.com/image/fetch/$s_!8awu!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png 848w, https://substackcdn.com/image/fetch/$s_!8awu!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png 1272w, https://substackcdn.com/image/fetch/$s_!8awu!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!8awu!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png" width="467" height="488.9028475711893" 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srcset="https://substackcdn.com/image/fetch/$s_!8awu!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png 424w, https://substackcdn.com/image/fetch/$s_!8awu!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png 848w, https://substackcdn.com/image/fetch/$s_!8awu!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png 1272w, https://substackcdn.com/image/fetch/$s_!8awu!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc0e389d-df44-481c-998d-5524cf58e696_1194x1250.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Hmm. That looks familiar&#8230;</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!DOb8!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png" data-component-name="Image2ToDOM"><div class="image2-inset image2-full-screen"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!DOb8!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png 424w, https://substackcdn.com/image/fetch/$s_!DOb8!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png 848w, https://substackcdn.com/image/fetch/$s_!DOb8!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png 1272w, https://substackcdn.com/image/fetch/$s_!DOb8!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!DOb8!,w_5760,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png" 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srcset="https://substackcdn.com/image/fetch/$s_!DOb8!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png 424w, https://substackcdn.com/image/fetch/$s_!DOb8!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png 848w, https://substackcdn.com/image/fetch/$s_!DOb8!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png 1272w, https://substackcdn.com/image/fetch/$s_!DOb8!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d6e93c-4e99-4ff0-8a20-74c75f3a54b8_2310x1298.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft 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stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>This is of course very nice for <a href="https://conductor.build/">Conductor</a>, which pioneered this form factor, and now has a loudly vocal fan in Garry Tan, the AI pilled CEO of Y Combinator:</p><div class="twitter-embed" data-attrs="{&quot;url&quot;:&quot;https://x.com/garrytan/status/2025432454631489545&quot;,&quot;full_text&quot;:&quot;I spent the day using Claude Code macOS app with git worktrees head to head against <span class=\&quot;tweet-fake-link\&quot;>@conductor_build</span> and Conductor is still better - it's more responsive, doesn't hide what it's doing, more rock solid. \n\nClaude Code worktrees is good, but Conductor is still better.&quot;,&quot;username&quot;:&quot;garrytan&quot;,&quot;name&quot;:&quot;Garry Tan&quot;,&quot;profile_image_url&quot;:&quot;https://pbs.substack.com/profile_images/1922894268403941377/-dGWAt3N_normal.jpg&quot;,&quot;date&quot;:&quot;2026-02-22T04:48:22.000Z&quot;,&quot;photos&quot;:[],&quot;quoted_tweet&quot;:{},&quot;reply_count&quot;:82,&quot;retweet_count&quot;:9,&quot;like_count&quot;:533,&quot;impression_count&quot;:61825,&quot;expanded_url&quot;:null,&quot;video_url&quot;:null,&quot;belowTheFold&quot;:true}" data-component-name="Twitter2ToDOM"></div><p></p><p>Now for two billion dollar questions:</p><ul><li><p>if you pioneered a form factor, how do you monetize it while others copy it?</p></li><li><p>what&#8217;s next after this one?</p></li></ul><p></p><p>For those interested in alternate histories, here&#8217;s what happened with the Kanban board form factor that briefly trended last year:</p><div id="youtube2-W76woOYHlvY" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;W76woOYHlvY&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/W76woOYHlvY?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p>And here is Maggie Appleton breaking down the design thinking <a href="https://www.youtube.com/watch?v=ClWD8OEYgp8&amp;t=372s">behind GitHub Ace</a>:</p><div id="youtube2-ClWD8OEYgp8" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;ClWD8OEYgp8&quot;,&quot;startTime&quot;:&quot;372s&quot;,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/ClWD8OEYgp8?start=372s&amp;rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><blockquote><p>AI News for 5/13/2026-5/14/2026. We checked 12 subreddits, <a href="https://twitter.com/i/lists/1585430245762441216">544 Twitters</a> and no further Discords. <a href="https://news.smol.ai/">AINews&#8217; website</a> lets you search all past issues. As a reminder, <a href="https://www.latent.space/p/2026">AINews is now a section of Latent Space</a>. You can <a href="https://support.substack.com/hc/en-us/articles/8914938285204-How-do-I-subscribe-to-or-unsubscribe-from-a-section-on-Substack">opt in/out</a> of email frequencies!</p></blockquote><div><hr></div><h1><strong>AI Twitter Recap</strong></h1><p><strong>Coding Agent Tooling: Codex Mobile, GitHub&#8217;s New App, VS Code Multi-Agent UX, and Hermes/Codex Interop</strong></p><ul><li><p><strong>OpenAI pushed Codex further into day-to-day workflows</strong>: the biggest product launch in this set was <strong>Codex in the ChatGPT mobile app</strong>, letting users start tasks, review outputs, approve commands, and steer execution remotely while Codex continues running on a laptop, Mac mini, or devbox. OpenAI also noted <strong>Remote SSH is now generally available</strong> for managed remote environments, and later added <strong>hooks</strong> plus <strong>programmatic access tokens</strong> for Business/Enterprise automation around the Codex loop (<a href="https://x.com/OpenAI/status/2055016850849993072">OpenAI</a>, <a href="https://x.com/OpenAI/status/2055016852133417389">OpenAI follow-up</a>, <a href="https://x.com/OpenAIDevs/status/2055016926213181608">@OpenAIDevs on mobile workflow</a>, <a href="https://x.com/OpenAIDevs/status/2055016938217377945">@OpenAIDevs on Remote SSH</a>, <a href="https://x.com/OpenAIDevs/status/2055032115964870838">@OpenAIDevs on hooks/tokens</a>). Separately, OpenAI published a technical writeup on the <strong>Wi`ndows sandbox for Codex</strong>, focused on the tradeoff between utility and constrained machine access for coding agents (<a href="https://x.com/OpenAIDevs/status/2054735161166819377">OpenAI Devs</a>, <a href="https://x.com/gdb/status/2054744721570820444">@gdb</a>).</p></li><li><p><strong>The broader IDE/app ecosystem is converging on &#8220;agent-first&#8221; UX</strong>: GitHub announced a technical preview of the <strong>GitHub Copilot App</strong>, described as a desktop environment for parallel workstreams, repo/PR lifecycle management, and model flexibility (<a href="https://x.com/github/status/2054959324485628120">GitHub</a>, <a href="https://x.com/adrianmg/status/2054961575929508067">@adrianmg</a>, <a href="https://x.com/OrenMe/status/2054959549413503308">@OrenMe</a>). <strong>VS Code</strong> shipped a new <strong>Agents window</strong> for multi-agent, multi-project workflows, browser/mobile support via <strong>vscode.dev/agents</strong>, BYOK improvements, and token-efficiency features like compressed terminal output (<a href="https://x.com/pierceboggan/status/2054775908586934440">VS Code</a>, <a href="https://x.com/pierceboggan/status/2054778014135902715">remote/browser support</a>, <a href="https://x.com/pierceboggan/status/2054778582216622579">BYOK updates</a>, <a href="https://x.com/pierceboggan/status/2054779764523815264">terminal compression</a>). On the open side, <strong>Nous/Hermes Agent</strong> added <strong>Codex runtime integration</strong>, effectively routing OpenAI-backed turns through Codex CLI/app-server and reusing ChatGPT subscription-backed execution in Hermes sessions (<a href="https://x.com/NousResearch/status/2054958564951912714">Nous Research</a>, <a href="https://x.com/Teknium/status/2054958835547443553">@Teknium</a>, <a href="https://x.com/HermesAgentTips/status/2054963533800992962">@HermesAgentTips</a>). Kimi also shipped <strong>Kimi Web Bridge</strong>, a browser extension exposing human-like web interaction to Kimi Code CLI, Claude Code, Cursor, Codex, Hermes, and others (<a href="https://x.com/Kimi_Moonshot/status/2054918374837322140">Moonshot AI</a>).</p></li></ul><p><strong>Agent Infrastructure and Self-Improvement Loops: LangSmith Engine, SmithDB, Sandboxes, and Continual Learning</strong></p><ul><li><p><strong>LangChain&#8217;s launch stack was the most substantive agent-infra release cluster</strong>: <strong>SmithDB</strong> is a database purpose-built for <strong>agent trace data</strong>, while <strong>LangSmith Engine</strong> consumes traces, clusters failures, identifies likely code issues, and proposes fixes/evals&#8212;turning observability into an improvement loop rather than passive inspection (<a href="https://x.com/hwchase17/status/2054754206926700914">@hwchase17</a>, <a href="https://x.com/caspar_br/status/2054726851659248068">@caspar_br on Engine</a>, <a href="https://x.com/bentannyhill/status/2054949581679653326">@bentannyhill</a>). Community commentary emphasized SmithDB&#8217;s architectural shift toward object storage and a custom storage/query path for this workload shape (<a href="https://x.com/caspar_br/status/2054773536603144458">@caspar_br on SmithDB</a>, <a href="https://x.com/ngates_/status/2054859033488580721">@ngates_</a>, <a href="https://x.com/0xLogicrw/status/2054852978243404008">Chinese summary</a>).</p></li><li><p><strong>LangChain also announced LangChain Labs</strong>, an applied research effort around <strong>continual learning</strong> for agents, with the thesis that production traces should become training signal, evals, and targeted capability improvements over long horizons (<a href="https://x.com/LangChain/status/2054971487694749898">LangChain</a>, <a href="https://x.com/jakebroekhuizen/status/2054973621312073832">@jakebroekhuizen</a>, <a href="https://x.com/willccbb/status/2054983266046996839">@willccbb</a>, <a href="https://x.com/PrimeIntellect/status/2054986817779425579">Prime Intellect partnership</a>).</p></li><li><p><strong>Execution isolation for agents continues to mature</strong>: W&amp;B/CoreWeave launched <strong>CoreWeave Sandboxes</strong> for isolated execution in RL, tool use, and eval workloads, explicitly testing destructive commands like <code>rm -rf /</code> at scale (<a href="https://x.com/wandb/status/2054958004118724672">Weights &amp; Biases</a>). In a similar spirit, open-source/local dev tooling surfaced around agent debugging: <a href="https://x.com/benhylak/status/2054987683928383872">@benhylak</a> highlighted a free local agent debugging stack with traces exposed to Codex/Claude Code for automated eval authoring.</p></li></ul><p><strong>Anthropic Claude Code Restrictions and the Developer Backlash</strong></p><ul><li><p><strong>The sharpest ecosystem reaction was to Anthropic restricting/reshaping Claude Code usage</strong>, especially for third-party wrappers and high-volume programmatic workflows. Theo&#8217;s thread became the focal point: he argued users of T3 Code were effectively hit with dramatic rate-limit reductions despite integrating through the officially supported path, and he subsequently cancelled his subscription while encouraging others to post cancellation screenshots for open-source donations (<a href="https://x.com/theo/status/2054731856248283318">@theo initial thread</a>, <a href="https://x.com/theo/status/2054732997287625013">subscription cancellation</a>, <a href="https://x.com/theo/status/2054734057368621176">donation thread</a>, <a href="https://x.com/theo/status/2054737293186126056">T3 Code clarification</a>). Other prominent builders echoed the complaint that Anthropic had effectively cut off open-source devs/apps and destabilized harnesses built around <code>claude -p</code> (<a href="https://x.com/theo/status/2054728187498946969">@theo</a>, <a href="https://x.com/andersonbcdefg/status/2054721558141403242">@andersonbcdefg</a>).</p></li><li><p><strong>There was also a more strategic counterargument</strong>: some users argued Anthropic does not owe developers heavily subsidized flat-fee tokens for third-party apps, and that the ecosystem will likely shift toward more explicit API economics and smarter routing between expensive and cheap models (<a href="https://x.com/Sentdex/status/2054925517426491739">Sentdex</a>, <a href="https://x.com/tadasayy/status/2054922713857462487">@tadasayy</a>). Still, the visible churn signal was nontrivial, including users estimating meaningful ARR loss from reply-thread cancellations alone (<a href="https://x.com/thegenioo/status/2054919696663663009">@thegenioo</a>, <a href="https://x.com/unclebobmartin/status/2054970327592042661">Uncle Bob Martin</a>, <a href="https://x.com/theo/status/2055022768262144102">Theo later</a>). For agent engineers, the practical takeaway is straightforward: <strong>subscription-backed harnesses are not stable platform primitives</strong>; provider/model abstraction and BYOK paths look increasingly mandatory.</p></li></ul><p><strong>Robotics and Embodied AI: Figure&#8217;s 24/7 Sorting Stream and the Broader Automation Signal</strong></p><ul><li><p><strong>Figure&#8217;s livestream dominated robotics discussion</strong>. The company first showed <strong>8 hours of fully autonomous, unsupervised work</strong>, then extended to a <strong>24/7 livestream</strong>, eventually reporting <strong>24+ hours of continuous autonomous operation without failure</strong>, around <strong>human-parity throughput</strong> on small package sorting, and operation by <strong>Helix-02 running entirely onboard</strong> with automatic resets for OOD cases&#8212;explicitly claiming <strong>no teleoperation</strong> (<a href="https://x.com/adcock_brett/status/2054729581391962353">Figure CEO Brett Adcock</a>, <a href="https://x.com/adcock_brett/status/2054946098431881720">24h update</a>, <a href="https://x.com/adcock_brett/status/2054973511572271172">detailed technical clarifications</a>, <a href="https://x.com/adcock_brett/status/2054970993442169230">Day 2 livestream</a>). The repeated &#8220;Bob, Frank, and Gary&#8221; updates were fluffier, but the core signal was sustained autonomous operation at production-like uptime.</p></li><li><p><strong>Interpretation split between skepticism about Figure specifically and broader conviction about robotics acceleration</strong>. Some commenters argued that critics were underestimating what these demonstrations imply for near-term labor substitution, while others noted skepticism was directed more at <strong>Figure</strong> than at <strong>robotics as a category</strong> (<a href="https://x.com/cloneofsimo/status/2054712329431109708">@cloneofsimo</a>, <a href="https://x.com/iScienceLuvr/status/2054715505982743009">@iScienceLuvr</a>, <a href="https://x.com/kimmonismus/status/2054947354625630462">@kimmonismus</a>). Either way, this was one of the clearest &#8220;continuous uptime&#8221; demos in the batch.</p></li></ul><p><strong>Research, Benchmarks, and Open Models: Diffusion LMs, Time-Series FMs, Mechanistic Interpretability, and RL/Search</strong></p><ul><li><p><strong>A few technically significant model/research releases stood out</strong>:</p><ul><li><p><strong>Zyphra&#8217;s ZAYA1-8B-Diffusion-Preview</strong> claims a <strong>4.6&#8211;7.7x decoding speedup</strong> versus autoregressive generation with limited quality loss, making the usual case that diffusion LMs enable cheaper rollouts and richer generation modes (<a href="https://x.com/ZyphraAI/status/2055038845809480113">Zyphra</a>).</p></li><li><p><strong>Datadog&#8217;s Toto 2.0</strong> released <strong>5 open-weights time-series forecasting models</strong> from <strong>4M to 2.5B params</strong> under <strong>Apache 2.0</strong>, claiming #1 on <strong>BOOM, GIFT-Eval, and TIME</strong> and, more importantly, evidence that scaling laws may finally hold cleanly for TSFMs (<a href="https://x.com/datadoghq/status/2054929795385893108">Datadog</a>, <a href="https://x.com/atalwalkar/status/2054941930497142826">@atalwalkar</a>, <a href="https://x.com/ClementDelangue/status/2054991352295731619">@ClementDelangue</a>).</p></li><li><p><strong>Goodfire&#8217;s interpretability post</strong> argued that Llama uses a geometric &#8220;shape-rotating calculator&#8221; / Fourier-feature-like mechanism for arithmetic, with steering-based evidence rather than pure post-hoc description (<a href="https://x.com/GoodfireAI/status/2054962242022777189">GoodfireAI</a>, <a href="https://x.com/GoodfireAI/status/2054962356162363599">follow-up</a>).</p></li></ul></li><li><p><strong>On RL/search and optimizer-style progress</strong>, several threads were notable: a survey framing LLM RL as <strong>rollout engineering</strong> across <strong>Generate / Filter / Control / Replay</strong> rather than just PPO-vs-GRPO (<a href="https://x.com/TheTuringPost/status/2054713822343266365">The Turing Post</a>); <strong>Pedagogical RL</strong> using privileged information to actively find useful rollouts (<a href="https://x.com/SOURADIPCHAKR18/status/2055057138070733176">Souradip Chakraborty</a>, <a href="https://x.com/lateinteraction/status/2055065846389649436">@lateinteraction</a>); and <strong>Prime Intellect&#8217;s autonomous optimizer search</strong> on the nanoGPT speedrun benchmark, where <strong>Opus 4.7 reached 2930 steps</strong> and <strong>GPT-5.5 2950</strong>, beating the <strong>2990 human baseline</strong> after ~10k runs / ~14k H200 hours (<a href="https://x.com/PrimeIntellect/status/2055056380881744365">Prime Intellect</a>, <a href="https://x.com/eliebakouch/status/2055059154738278851">@eliebakouch</a>). Also noteworthy: <strong>Kimi K2.6</strong> was reported as <strong>#1 open-weight model on Finance Agent Benchmark V2</strong> (<a href="https://x.com/Kimi_Moonshot/status/2054803169994272819">Moonshot AI</a>), and <strong>Ring-2.6-1T</strong> got day-0 vLLM support as an open release (<a href="https://x.com/vllm_project/status/2054968127298150506">vLLM</a>).</p></li></ul><p><strong>Top Tweets (by engagement)</strong></p><ul><li><p><strong>OpenAI&#8217;s Codex mobile launch</strong> was the clearest product winner by engagement and practical relevance: remote control/review of running coding-agent sessions from ChatGPT mobile (<a href="https://x.com/OpenAI/status/2055016850849993072">OpenAI</a>).</p></li><li><p><strong>Theo&#8217;s Claude Code backlash threads</strong> captured the strongest developer sentiment shift around platform risk and subscription-backed agent workflows (<a href="https://x.com/theo/status/2054731856248283318">@theo</a>, <a href="https://x.com/theo/status/2054734057368621176">@theo donations thread</a>).</p></li><li><p><strong>Figure&#8217;s autonomous humanoid sorting livestream</strong> remained one of the most discussed embodied-AI demos, especially once it crossed the 24-hour mark with detailed claims about onboard policy execution and no teleop (<a href="https://x.com/adcock_brett/status/2054973511572271172">Brett Adcock</a>).</p></li><li><p><strong>GitHub&#8217;s Copilot App</strong> and <strong>LangChain&#8217;s Engine/SmithDB/Labs</strong> were the most important non-OpenAI tooling launches for agent engineers this cycle (<a href="https://x.com/github/status/2054959324485628120">GitHub</a>, <a href="https://x.com/LangChain/status/2054971487694749898">LangChain</a>, <a href="https://x.com/hwchase17/status/2054754206926700914">@hwchase17</a>).</p></li><li><p><strong>Prime Intellect&#8217;s autonomous optimizer-search result</strong> is worth watching as a concrete example of coding agents being looped into open-ended ML optimization, not just app dev (<a href="https://x.com/PrimeIntellect/status/2055056380881744365">Prime Intellect</a>).</p></li></ul><div><hr></div><h1><strong>AI Reddit Recap</strong></h1><h2><strong>/r/LocalLlama + /r/localLLM Recap</strong></h2><h3><strong>1. Qwen 3.6 Local Inference Speedups and Quantization</strong></h3><ul><li><p><strong><a href="https://www.reddit.com/r/LocalLLaMA/comments/1tckzy2/multitoken_prediction_mtp_for_qwen_on_llamacpp/">Multi-Token Prediction (MTP) for Qwen on LLaMA.cpp + TurboQuant</a></strong> (Activity: 514): <strong>A patched llama.cpp fork adds Multi-Token Prediction (MTP) support for Qwen plus TurboQuant, reporting </strong><code>21 tok/s</code><strong> &#8594; </strong><code>34 tok/s</code><strong> on a MacBook Pro M5 Max 64GB, with a claimed </strong><code>90%</code><strong> MTP acceptance rate; note the raw speedup is ~</strong><code>62%</code><strong>, not </strong><code>40%</code><strong>. Code is published at </strong><code>AtomicBot-ai/atomic-llama-cpp-turboquant</code><strong>, with GGUF MTP quantizations for Qwen 3.6 27B/35B in the </strong><code>AtomicChat/qwen-36-udt-mtp</code><strong> HF collection.</strong> Commenters questioned the TurboQuant framing, arguing it is often slower than <code>f16</code>, <code>q8</code>, or <code>q4</code>; one noted a TurboQuant PR to llama.cpp was rejected because existing Q4 KV-quant rotation support already covered most benefits, with gains mainly at Q3 where quality degradation becomes a concern. Others asked for quality/eval data, since higher speculative/MTP acceptance and tokens/s do not alone establish output parity.</p><ul><li><p>Several commenters argued that <strong>TurboQuant is not generally faster in llama.cpp</strong>, with one noting it can be slower than <code>f16</code>, <code>q8</code>, or <code>q4</code>. A prior TurboQuant PR to <strong>llama.cpp</strong> was reportedly rejected because llama.cpp already implements rotations for <code>Q4</code> KV-cache quantization, where standard <code>Q4</code> was faster and showed little gain; TurboQuant may only help around <code>Q3</code>, but with notable quality degradation.</p></li><li><p>Users distinguished between speed, quality, and context tradeoffs: <strong>MTP without TurboQuant</strong> was suggested for speed, while standard <code>Q4_1</code> or <code>Q4_0</code> quantization was recommended for longer context/quality retention. One commenter questioned whether TurboQuant had any Mac-specific advantage, implying the benefit is hardware- or workload-dependent rather than broadly useful.</p></li><li><p>A commenter recommended using <strong>dflash</strong> instead of built-in MTP, claiming it is <code>30&#8211;40%</code> faster. They also mentioned that a pull request for this already existed, suggesting the implementation work may duplicate prior llama.cpp integration efforts.</p></li></ul><p></p></li></ul>
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