『AGI is here? Jensen says yes, ARC-AGI-3 says AI scores under 1%』のカバーアート

AGI is here? Jensen says yes, ARC-AGI-3 says AI scores under 1%

AGI is here? Jensen says yes, ARC-AGI-3 says AI scores under 1%

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概要

 Hey y’all, Alex here, let me catch you up!Jensen Huang went on Lex and said AGI has been achieved. We’ll get to that.The biggest demo moment: Gemini 3.1 Flash Live launched - Google’s omni model that sees, hears, and searches the web in real time. We tested it live and I said “what the f**k” on air. It was really impressive!Google Research also dropped TurboQuant (6x KV cache compression) which crashed Samsung and Micron stocks - we had Daniel Han from UnSloth help us make sense of why that’s overblown. OpenAI killed Sora - the app, the API, and the $1B Disney deal. Claude felt noticeably dumber this week AND max account quotas are melting as 500+ people confirmed on my X and Reddit. We have an official word from Anthropic as to why. Mistral launched Voxtral TTS (open weight, claims to beat ElevenLabs), Cohere shipped an ASR model, and Google’s Lyria 3 Pro now generates full 3-minute music tracks inside Producer AI.This and a lot more in today’s episode, let’s dive in (as always, show notes and links in the end!) ThursdAI - Let me catch you up! Gemini 3.1 Flash Live: The Real-Time AI Companion Is HereGoogle dropped a breaking news on the show today, with Gemini 3.1 Flash - LIVE version. This one is an omni-model, that means it can receive text/audio/video on input and respond in text and voice. It has Google search grounding, and it felt... immediate! I was blown away, really, check out the video, the speed with which it was able to “see” me, respond to my query, look up something on the web, was mind blowing. I don’t often get “mind blown” anymore, there’s just too many news, but this one did the trick! With the pricing being around 10x cheaper than GPT-real-time, and the Google search grounding being super fast, I can absolutely see this model being hooked up to... robots (like ReachyMini), SmartGlasses that can see what you see, and a bunch more! Gemini Live is available on Google AI studio and has been rolled out globally inside the Google Search app! So now when you pull up the Google Search app, just open it and point at anything. Truly a remarkable advancement.Google research publishes TurboQuant - 6x reduction in KV cache with 0 accuracy lossGoogle research posted some work (based on an Arxiv paper from almost a year ago) that shows that with geometry tricks, combining two other techniques like PolarQuant and QJL, they are able to compress the KV cache of running LLMs by nearly 6x, and show an 8X speed up for model inference with zero accuracy loss. If you ever watched silicon valley the HBO show, this sounds like the fictional middle-out algorithm from PiedPiper. If this scales (and that’s a big if, we don’t know if this applies to other, bigger models yet), this means significant decreases in memory requirements to run the current crop of LLMs for longer context. The claim is big, so we’ll continue to monitor if this indeed scales, but the most interesting thing about this piece of news is, that it broke the AI bubble and went to wall street, with finance brows deciding that this means that memory will not be needed as much any more and it tanked Samsung and Micron stocks. Which I found particularly ridiculous on the show, did they not hear about Jevons Paradox? This is reminiscent of the DeepSeek R1 saga that tanked Nvidia stocks over a year ago. Daniel Han from Unsloth, who joined us on the show, pointed out that the approach is mathematically interesting even if it’s not necessarily better than existing open-source techniques like DeepSeek MLA. LDJ noted that the baseline comparison (16-bit KV cache) isn’t really fair since most production systems are already compressing beyond that. Yam implemented it himself and confirmed the speedups are real, but so is the trade-off.Anthropic updates: Opus dumber? Quotas lower! Injunction won! Computer.. used. Anthropic folks, especially on the Claude code side are shipping like crazy, we won’t be able to cover all the updates, but there was a few notable things I have to keep you up to date on. Claude Opus seems to be getting “dumber”, againI have to talk about this because it affected my work directly this week and hundreds of people confirmed the same experience.I use Claude Opus for my standard ThursdAI prep workflow — generating the TL;DR with 10 bullet points and an executive summary for every topic we cover, creating episode pages, etc. The format has not changed for over a year and yet this week I asked for 10 factoids. I got 4. It says “10” right there in the prompt. Four bullet points. On the website builder, I’ve asked Opus to create a page for last weeks episode, and instead of adding it to the other episode, Opus decided to ... replace the last episode with this one. This would be funny if it wasn’t sad. This is Opus 4.6 we’re talking about, not some quantized open source LLM from last year! The reason is unclear, and it’s not only me, Wolfram noticed that it’s easier to see ...
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