『ThursdAI - Opus 1M, Jensen declares OpenClaw as the new Linux, GPT 5.4 Mini & Nano, Minimax 2.7, Composer 2 & more AI news』のカバーアート

ThursdAI - Opus 1M, Jensen declares OpenClaw as the new Linux, GPT 5.4 Mini & Nano, Minimax 2.7, Composer 2 & more AI news

ThursdAI - Opus 1M, Jensen declares OpenClaw as the new Linux, GPT 5.4 Mini & Nano, Minimax 2.7, Composer 2 & more AI news

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 Howdy, Alex here, let me catch you up on everything that happened in AI: (btw; If you haven’t heard from me last week, it was a Substack glitch, it was a great episode with 3 interviews, our 3rd birthday, I highly recommend checking it out here) This week was started on a relatively “chill” note, if you consider Anthropic enabling 1M context window chill. And then escalated from there. We covered the new GPT 5.4 Mini & Nano variants from OpenAI. How MiniMax used autoresearch loops to improve MiniMax 2.7, Cursor shipping their own updated Composer 2 model, and how NVIDIA CEO Jensen Huang embraced OpenClaw calling it “the most important OSS software in history” and that every company needs an OpenClaw strategy. Also, OpenAI acquires Astral (ruff, uv tools) and Mistral releases a “small” 119B unified model and Cursor dropped their Opus like Composer 2 model. Let’s dive in: ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Big Companies LLMs 1M context is now default for Opus.Anthropic enabled the 1M context window they shipped Claude with in beta, by default, to everyone. Claude, Claude Code, hell, even inside OpenClaw if you’re able to get your Max account in there, are now using the 1M long version of Opus. This is huge, because, while its not perfect it’s absolutely great to have 1 long conversation and not worry about auto-compaction of your context. As we just celebrated our 3rd anniversary, I remember that back then, we were excited to see GPT-5 with 8K context. Love how fast we’re moving on this. OpenAI drops GPT-5.4 mini and nano, optimized for coding, computer use, and subagents at a fraction of flagship costLast week on the show, Ryan said he burned through 1B (that’s 1 billion) tokens in a day! That is crazy, and there’s no way a person sitting in front of a chatbot can burn through this many tokens. This is only achieved via orchestration. To support this use-case, OpenAI dropped 2 new smaller models, cheaper and faster to run. GPT 5.4 Mini achieves a remarkable 72.1% on OSWorld Verified, which means it uses the computer very well, can browse and do tasks. 2x faster than the previous mini, at .75c/1M token, this is the model you want to use in many of your subagents that don’t require deep engineering. This is OpenAI’s ... sonnet equivalent, at 3x the speed and 70% the cost from the flagship. Nano is even crazier, 20 cents per 1M tokens, but it’s not as performant, so I wouldn’t use it for code. But for small tasks, absolutely. Here’s the thing that matters, these models are MEANT to be used with the new “subagents” feature that was also launched this week in Codex, all you need to do as... ask! Just tell Codex “spin up a subagent to do... X” and it’ll do it.OpenAI shifts focus on AI for engineering and enterprise, acquires Astral.sh makers of UV. Look, there’s no doubt that OpenAI the absolutely leader in AI, brought us ChatGPT, with over 900M users using it weekly. But they see what every enterprise sees, developers are MUCH more productive (and slowly so are everyone else) when they use tools that can code. According to WSJ, OpenAI executives will reprioritize some of the side-quests they have (Sora?) to focus on productivity and business. Which essentially means, more Codex, more Codex native, more productivity tools.With that focus, today they announced that OpenAI / Codex is acquiring Astral, the folks behind the widely popular UV python package manager. This brings strong developer tools firepower to the Codex team, the astral folks are great at writing incredibly fast tools in rust! Looking forward to see how these great folks improve Codex even more. Jensen Declares Total OpenClaw Victory at GTC, Announces NemoClaw (Github)This was kind of surreal, NVIDIA CEO Jensen Huang, is famous for doing his stadium size keynote, without a teleprompter, and for the last 10 minutes or so, he went all in on OpenClaw. Calling it “the most important OSS software in history” and outlining how this is the new computer. That Peter Steinberger with OpenClaw showed the world a blueprint for the new coputer, an personal agentic system, with IO, files, computer use, memory, powered by LLMs. Jensen did outline that the 3 things that make OpenClaw great are also the things that enterprises cannot allow, write access to your files + ability to communicate externally is a bad combo, so they have launched NemoClaw.They’ve got a bunch of security researchers to work with OpenClaw team to integrate their new OpenShell sandboxing effort, network guardrails and policy engine integration. I reminded folks on the pod that the internet was very insecure, there was a time where folks were afraid of using their creditcards online. OpenClaw seems to be speed running that “unsecure but super useful” to “secure because it’s super useful” arc and...
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