Gemini 3 is here and it edges out XAI Grok 4.1 as the state of the art model topping the leaderboards. This is likely be the best for coding in Apps with tool use. The new agentic development platform, Google Antigravity will be a Cursor (AI coding) competitor. They used the guts of windsurf and …
Elon Musk updated that XAI Grok 5 has 6 trillion parameters and has more intelligence density per gigabyte. It will be released in Q1 2026. Grok 5 should have 1.4 to 1.6 times performance and 96-100% scores on a lot of phd areas. A 2-3X performance jump in AI was the GPT-3 to GPT-4 move. …
An AI expert from Anthropic predicts a mostly smooth transition for AI over the next 2-3 years where business adopts best practice AI that is unleashing 10X productivity. This will be great value creation that would payoff the trillions we are and will invest. Perfecting and scaling what AI is capable of now and what …
Super VC Marc Andreessen talks with Blake Masters and Amjad Masad, CEO and co-founder of Replit, a cloud-based coding platform. They talk about the transformative role of AI in democratizing programming, technical breakthroughs in agentic AI, historical parallels in computing evolution, debates on AGI timelines, economic implications, and Masad’s personal journey from Jordan to Silicon …
The US and its hyperscalers are spending more money on AI and AI data centers. The US hyperscalers have huge capacity for $400 billion on capital expenditure and hundreds of billion on research. The US hyperscalers have more free cashflow to expand AI investments towards $1 trillion per year and beyond. China is getting Nvidia …
Andrej Karpathy says that reinforcement learning is still terrible but better than all other AI learning approaches. Elon Musk believes there is a 10% chance that XAI Grok 5 can achieve AGI. Musk defines AGI as capable of doing anything a human with a computer can do, but not smarter than all humans and computers …
A great day for Tesla shares that could continue tomorrow in a short march to all time highs over $488. Tesla shares surge to $428 in after-hours, and could trigger a green light for swing traders targeting $440, then all-time highs. A series of Fed Rate Cuts will be a wind behind Tesla and the …
Jaime Sevilla (Director of Epoch AI) and Yafah Edelman (Head of Data and Analysis at Epoch AI) discuss AI scaling trends, future projections, economic impacts, and potential bottlenecks, extrapolating from current data on compute growth, training runs, and infrastructure. NOTE: Elon Musk in his interview at the 2025 All In Summit says that AI intelligence …
Nick Bostrom discussing his new book *Deep Utopia* (2024), which builds on his earlier work *Superintelligence* (2014). He explores a post-singularity future where superintelligence solves humanity’s major challenges like disease, scarcity, and mortality. Bostrom outlines optimistic scenarios, potential pitfalls, and broader philosophical implications. The discussion covers AI alignment, governance, moral considerations for digital minds, cosmic …
Dylan Patel, founder of SemiAnalysis, talks about the AI hardware landscape, GPT-5, business models, and the future of AI infrastructure with A16z Venture partners. Dylan covers Nvidia’s dominance, reactions to OpenAI’s GPT-5, monetization strategies, and threats from custom silicon. Nvidia has unassailable advantages in AI hardware: superior networking, high-performance memory (HBM), process nodes, time-to-market, ramp-up …
The resurgence of nuclear energy is driven by the massive power demands of AI data centers. Needing 150 GW annually by 2030 with a 100 GW gap by 2028. This means adding all of the current power of the USA and Europe in the 2030s. Covering the U.S. Department of Energy’s (DOE) initiative to fast-track …