『ThursdAI - The top AI news from the past week』のカバーアート

ThursdAI - The top AI news from the past week

ThursdAI - The top AI news from the past week

著者： From Weights & Biases Join AI Evangelist Alex Volkov and a panel of experts to cover everything important that happened in the world of AI from the past week
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概要
 Every ThursdAI, Alex Volkov hosts a panel of experts, ai engineers, data scientists and prompt spellcasters on twitter spaces, as we discuss everything major and important that happened in the world of AI for the past week. Topics include LLMs, Open source, New capabilities, OpenAI, competitors in AI space, new LLM models, AI art and diffusion aspects and much more.

sub.thursdai.newsAlex Volkov 政治・政府
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  • ThursdAI - Nov 5 - Is it completely over for AI?

    ThursdAI - Nov 5 - Is it completely over for AI?
    2026/11/06
    Hey, Alex here,What a week this has been, not a huge one in terms of new AI releases, but a very significant one in how the world sees and reacts to AI. During the weekend, my timelines were full of hope, and folks reading the “Commanding Heights“ by Will Manidis, outlining a future were AI = the economy.Then, the US midterm elections happened, and if you’ve not been following, a lot of the new folks who got elected, are not in favor of AI. Some call for an outright pause on advanced AI training. As far as datacenter concerns go, around 40 ballot measures called for restrictions on data center buildouts, with Ohio leading with 21 of those.The US capital markets reacted violently, erasing over ~3$ trillion in market value, mostly lead by the tech and chips sectors. So I opened the show today with the question: Is it completely over for AI?I don’t think so, let’s try and make sense of it.AI and Society: The US Midterms results - Is it over for AI?Look we try and stay away from politics on ThursdAI, but when it comes to weeks like this, we pretty much don’t have a choice. The Midterm elections, at least in some sense, put AI, Datacenters and candidates that talk about it, in the spotlight.I’ve mentioned on the show, that messaging in politics is about Hope and Fear. Unfortunately, the folks who got elected, many have made statements, leaning into the fears regular people have about AI. Job replacement, environmental impacts from datacenters, etc.This tweet by Congresswoman Yassamin Ansari, had been uplifted by the X algo to 12 million views, and as we all know, the algorithm LOVES controversy and FUD.But, is it really all that bad? Will the democrats get to work and as she suggested “Ban artificial superintelligence”? What does a ban like this even mean when we have Open Source, when Chinese models are catching up to the frontier?Honestly, this was the open question I opened with at the show, and it seems, that at least for now, it’s more posturing than anything else. Yes, there were over 40 ballot measures asking for Datacenter buildout restrictions, but over 21 of them were in Ohio only. It doesn’t seem at all like “the country rejects AI buildout”Additionally, the new Texas Governor, Gina Hinojosa’s position on datacenter is actually very reasonable. She explicitly said that currently permitted datacenter builds in Texas will be allowed to continue, and that the moratoriums on new buildouts will apply only until a few fairly reasonable and sensible conditions will be in place. Note: She’s not saying “NO new buildouts” anywhere.However, moderate takes and reasonable positions are rarely taking center page in the current media landscape, so the bombastic and populist takes are the ones bubbling to the top.So is it over?Highly unlikely, the frontier labs will continue to innovate and push the boundaries of AI forward. Some regulation may come, and as LDJ said, it could be that this mid-term result will actually accelerate innovation, as the labs will potentially try and get more done before the next election cycle.Wolfram’s take is also an interesting one, pausing AI in the US (which is unlikely to happen, as even the folks who got elected will not cede the most powerful tech in the world to China) will not stop AI from being developed elsewhere. Even at current level of capabilities, we can use AI for so much more things, new medical breakthroughs, new algorithms etc that that’s very unlikely to go away.An interesting thing is happening also, that the fears about AI are very populist, and are landing with folks who don’t have any benefit from AI themselves. Most of the world still uses AI as a better / smarter alternative to Google. This is very likely to change in the next year or two, so by the time next election cycle comes around, we’ll be in a completely different scenario.Last second edit: new METR report makes safety folks update their ASI timelinesThis goes into the bucket of “it’s so over, we’re so so back” - Many respected folks in the AI Safety space are now updating their timelines, given what’s “really” going on inside Anthropic. A new report from METR (The independent AI safety institute Anthropic let in) shows that the speed of RSI (Recursive Self Improvement) is much faster than folks previous thought (And anthropic has blocked much of the full report from being published)This is to me a much higher signal about what’s really going on with AI vs the market and the politics hype.The Commanding Heights - who profits from AI (Essay, X)This book from a financier Will Manidis, is a very interesting background to whatever is happening in the markets with AI right now.If you remember Leopolds “Situational Awareness” from 2024 (which to be frank is getting a lot of beating right now in the market), this is the spiritual successor of sorts for the end of 2026.This book looks into the future where AI is the economy, not just part of it, ...
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    1 時間 47 分
  • ThursdAI - Oct 29 - Gemini 4 Carbon is the new #1, Anthropic files to go public & more

    ThursdAI - Oct 29 - Gemini 4 Carbon is the new #1, Anthropic files to go public & more
    2026/10/29
    Hey, it’s Alex 👋What a week! Gemini 4 Argon was Google’s best model for exactly two weeks. Then Google shipped Gemini 4 Carbon, and it’s the new number 1 in the world. Google is SO back. (when they actually release, it’s waitlisted so far) The other big story is Anthropic’s S-1. For the first time, we get real, audited numbers on what a frontier AI lab looks like as a business. Peter Gostev stayed up making 60+ charts, and we walked through them together on the show.We also had models trying to escape their sandboxes, and Genie 4, which made me think (again) that we live in a simulation.Wolfram and I hosted from the same room for once (meatspace!). Peter, Nisten and LDJ joined remotely. Mert Gulsun from Artificial Analysis joined to talk about their new index, and for From the Forge we had the CoreWeave engineers who are “forward deployed” inside the Aston Martin F1 team! What does that mean? We dive into FDE Google is SO backGemini 4 Carbon - #1 on Artificial Analysis, 2 weeks after Argon (X, X, Sundar)Gemini 4 Carbon scores 59 on the Artificial Analysis Intelligence Index. That makes it the top model in the world on their brand new index, 1 point ahead of Claude Opus 5.5. It also debuts at #1 on Text Arena and #2 on Agent Arena.Two big models back to back is unusual for Google, after a long stretch of Flash models. There’s no version number either. It’s not Gemini 4.1, it’s just... Carbon. I have no idea why 😅I haven’t seen a Gemini eval chart like this in a long time. Google is finally competing with the full frontier (GPT-6 Astra, Opus 5.5, Fable 5.1), and on most rows it wins.My favorite eval here is Vending Bench from Andon Labs, where the model runs a real vending machine business. Carbon finished with $16,484 in the bank. Opus 5.5 finished with about 9K. LDJ was most impressed by RiemannBench, a very hard math benchmark, where Carbon beats Opus 5.5 by 10 points. Math was supposed to be OpenAI’s turf!Google is pitching Carbon for agentic coding and cybersecurity. The launch price is $2 per million input tokens and $10 per million output, which already includes a 50% launch discount. Wolfram loved this. Models are finding security holes that have been there for years, and fixing them takes a LOT of tokens. In his words: “the cheaper the model that can do this, the better for everybody.”The catch is access. Right now only selected cyber defenders get it, and everyone else gets it “soon”. I got early access the night before the show but barely used it, so I don’t have a hands-on verdict yet.Peter tested it until 1am. On Agent Arena it jumped from Argon’s #7 to #2, at a fraction of Opus 5.5’s cost per task. He also made the best point of the segment: if Google had skipped Argon and shipped Carbon with no waitlist, we’d all be saying “oh my God, Google is back.” Instead, people are confused about why they shipped two models in two weeks.He’s right. But if you missed the Argon drama, Carbon is a great release. Congrats to the team, and please let us actually use it! Until then, you can try it on Arena.Anthropic files to go publicAnthropic’s S-1 - $974M operating profit, listing Monday as ANT (X, Peter’s charts, Peter’s thread)Anthropic filed its S-1 and lists on Nasdaq this Monday under the ticker ANT. This matters because Google, Meta and the others keep their AI numbers buried inside a bigger business. For Anthropic, AI is the whole business, so now we can actually see the numbers. In Q2 2026 they made $974 million in operating profit, with an 85% gross margin.Peter picked the S-1 as his highlight of the week, over any model release. His reason: even if you don’t care how rich Anthropic gets, this proves there is real money in AI, and that money pays for the next models and the infrastructure. The numbers are good, and nobody credible is saying otherwise.Adding 5 billion in a quarter is insaneHere’s the growth. In 2025, Anthropic made a billion or two per quarter. In Q1 2026 they made about $4.7B. In Q2 they made $11.55B, more than double in a single quarter. As Peter said, “that does not happen.”And that was before Opus 5.5 came out. The S-1 stops at Q2, but later reporting puts Q3 around $16.8B, so they added another 5 billion. Peter’s reaction: “Adding 5 billion in a quarter extra is insane.”We say “insane” a lot on this show, but this time it’s literally true. Claude Code started as a side project inside Anthropic. Around Opus 4.6 it turned into a general agent that can actually do things, and this chart is what happened next.A common worry was that the revenue depends on a few huge customers, like Cursor. It doesn’t. In 2023, about 20 customers paid Anthropic more than $100K a year. By December 2025 it was 1,500. Now it’s almost 12,000. Enterprises are slow to adopt, but once they do, it looks like this.Where the compute goesThe S-1 also shows how efficient their compute spending got. Through 2025, Anthropic spent...
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    2 時間 6 分
  • ThursdAI - Oct 22 - AI finds all the vulnerabilities, Claude Duet, DeepSeek drops Infer & more AI news

    ThursdAI - Oct 22 - AI finds all the vulnerabilities, Claude Duet, DeepSeek drops Infer & more AI news
    2026/10/23
    Hey %%first_name%%,Welcome to what cybersecurity experts are calling “Black October” - after a series of critical vulnerabilities that allow remote execution were found in PHP and Node.js, several companies were hacked, and a new supply chain attack on the very popular LiteLLM library was acknowledged.The internet is freaking out, and we’ve tried to make sense of it all, with a security expert Josh Long on the show.Also this week, Anthropic stepped into the personal agent category with Claude Duet, their direct competitor to Dots from OpenAI, Muse from Meta etc’. Duet is proactive and always on, and can do work while you’re asleep! I got access this morning so this isn’t the full review yet.Also DeepSeek is back with a new model and their inference engine!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.Claude Duet - a personal agent powered by Opus 5.5 and doesn’t wait for you (X, Product, Blog)To me this is the most exciting announcement of the week (which otherwise was full of doom and gloom). Anthropic finally stepped into the personal agent category! Shipping Claude Duet, as a separate mobile app, and its own online UI (claude.ai/messages) which is what I was missing from OpenAI’s Dots!Duet is built around Opus 5.5, brings over your existing memory, skills and connected apps, and reaches into 6,000+ connectors and plugins on their platform. Every few hours it checks your accounts, surfaces what needs you, and does the task from its own cloud computer, laptop closed.The rest is pretty much the same, similar UI, similar features to others, just with Claude taste and intelligence. It can somehow interact with Claude Code but not fully, so it can’t be used as a chief of staff. This seems like a weak link given just how much folks are using Claude Code.Claude Duet is also not personal at all, I didn’t find a way to rename it or make it “mine”, it doesn’t seem to do any phone calls. So for now, it’s a great start, but definitely not replacing Muse for me.Hot take: Anthropic is following in this category, not leading. OpenClaw and Hermes worked best with Anthropic models, then Anthropic cut off subscription access for them, and now we finally see why. Every lab has a personal agent now: Dots, Muse (still leading for me), Grok Bot, and Google’s Spark, which most people don’t even know exists. Nisten says Dots “feels like that government employee that tries to avoid all responsibility”, while Muse is “so energetic”. LDJ finds Dots a net positive.My big realization: switching personal agents is WAY harder than switching coding harnesses. Once your assistant knows everything about you, moving takes a lot of effort for the human. If you only copy over the memories/context, then you have two/three AI assistants doing the same work, sending you the same notifications and all updating you about the same emails.Black October: the densest and scariest security week I can rememberSome folks are calling this month Black October, and it’s one of the worst I can remember. Some bugs were found by AI, some attacks are run by AI (Microsoft says a China state-aligned group used an agentic pentest framework called ARTEX against hundreds of organizations), and some attackers are just going after your AI keys. Security expert Josh Long joined to keep us sane, with an attempt of positivity though it wasn’t easy!PHP2Shell - AI helped find holes in the language that runs 70% of websites (Wiz, OpenAI, Blog, Calif, CISA, Checker)This was one of the hugest things that shook the industry this week!PHP runs an estimated 70% of websites, and two bugs in the language engine itself let an attacker send one request, no login, and potentially take over the server with code execution ability. CVSS 9.2, every release back to 5.4. It is really important that if you are running anything on a PHP server, that you patch it right away. Ask your agents to do a security audit.This vulnerability was present in the PHP code for 14 years! Calif found the first bug in an audit funded through OpenAI’s Patch the Planet initiative. Josh says several groups finding the same bugs independently is rare, his advice was refreshingly calm: if you run a PHP server, you should have patched yesterday, no excuses. Cloudflare invented a new form of WAF to block it for all websites that are protected by Cloudflare and the big cloud companies patched right away, so regular folks browsing the web can go about their daily business.Still, a lot of websites that are run on PHP and aren’t able to patch, their IT guy quit, or they lost the keys to their servers, and your information can be at risk of getting stolen. Personal security actions like locking down your credit (if you’re in US), rotating passwords, having a password manager is always a good idea.OpenAI Daybreak - the defenders got...
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    1 時間 56 分
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