AI boom likened to fracking as $200B pours into startups
The Financial Times likens today’s AI surge to the fracking boom, noting that AI startups secured over $200 billion in 2023 funding and that compute demand now rivals the energy intensity of oil extraction. The piece warns that, similar to fracking, speculative capital inflows could fuel a bubble.
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By the numbers: Doctolib raises $324M in secondary share sale

Microsoft has released a new preview of Notepad for Windows 11 that adds native table support and enhanced AI functions such as Write, Rewrite and Summarize with streaming results. The table feature appears in the formatting toolbar and offers a grid‑based size selector, while AI output now streams live as it generates. Streaming is limited to Copilot+ devices and requires a Microsoft account. The rollout targets Canary and Dev channel testers, sparking debate over whether Notepad is drifting away from its minimalist roots.
Your first question to an AI model takes a moment… But the next ones appear almost instantly, there’s a simple reason behind it. The model keeps a small snapshot of the work it already did. This is called the "KV Cache". When an AI...
In this video, we upgrade our simple BM25 search engine into a Hybrid Search system using BM25 + vector embeddings with reciprocal rank fusion. What you will learn: ✔️ What hybrid search means ✔️ How to add embedding fields ✔️ How to use HNSW...

The U.S. Department of Energy announced the Genesis Mission, a national platform that stitches together the nation’s leading supercomputers, artificial‑intelligence models, quantum tools, and scientific instruments to accelerate discovery and aim for a 100% boost in research productivity by 2035....
💬 Excited to share that I was recently quoted in this recent article from The Digital Project Manager exploring the real challenges PMs face when bringing AI into their work. The big takeaway? AI isn’t hard because of the tech...

OpenAI is projected to generate about $12 billion in revenue in 2025, reinforcing its $300 billion valuation and leadership in foundational AI models. To sustain scale, the company has deepened its partnership with the UK, launching the sovereign Stargate UK compute project that...
Experian’s latest report shows 76% of businesses consider responsible AI implementation their biggest hurdle, even as 89% of UK leaders acknowledge AI already boosts performance. A striking 87% believe responsible AI will become a key competitive differentiator within two to...

Agentic AI, an emerging class of artificial intelligence, can autonomously search, price‑track, and book travel reservations with minimal human input. Major players such as Expedia, Google, Kayak and Priceline are piloting or rolling out these bots, and 80% of travel...
The AI Hype Index was launched to give a quick snapshot of how much hype surrounds artificial‑intelligence products and services. A viral post by fantasy author Joanna Maciejewska highlighted public frustration with AI taking over creative tasks, a sentiment echoed by...
The 𝗛𝘂𝗮𝘄𝗲𝗶 𝟮𝟬𝟮𝟱 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 & 𝗜𝗻𝘁𝗲𝗹𝗹𝗲𝗰𝘁𝘂𝗮𝗹 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗙𝗼𝗿𝘂𝗺 once again underlined how openness in IP and sustained R&D investment can unlock the next wave of digital innovation. Among the Top Ten Inventions presented this year is the 𝗦𝗰𝗮𝗹𝗲-𝗨𝗽 𝗨𝗹𝘁𝗿𝗮-𝗟𝗮𝗿𝗴𝗲-𝗦𝗰𝗮𝗹𝗲 𝗦𝘂𝗽𝗲𝗿𝗣𝗼𝗗...
The episode spotlights Momentic, an AI startup that has secured $15 million to expand its engineering team and accelerate its AI-driven software stability testing platform. The hosts explain how Momentic's technology uses advanced AI models to automatically assess and predict software...
Here's the rub. Let's say all the states ban AI toltally except for one. That state would end up out producing all the others 10x-1 within a decade. And possibly 1,000x-to 1. And I bet that the math even supports a...
AWS announced a $50 billion commitment to expand AI capabilities within major U.S. government agencies, focusing on standardizing cloud tools and speeding up model deployment. The initiative aims to consolidate fragmented digital infrastructures, enabling faster, more secure AI integration across federal...
Uber and Chinese autonomous‑vehicle firm WeRide have upgraded their UAE robotaxi service to fully driverless operation, starting on Yas Island in Abu Dhabi. The WeRide GXR, a five‑seat vehicle equipped with more than 20 sensors, can now be matched to...

The episode examines Nvidia's claim that its newest GPUs are a full generation ahead of Google's AI chips, breaking down the technical advantages and performance benchmarks that support this assertion. It discusses the implications for the competitive AI hardware landscape,...
AI models are getting stronger, but their confidence still grows faster than their certainty. More parameters expand what the system can talk about, not what it can truly verify. The space of possible answers grows faster than the ground beneath...
AI models are getting stronger, but their confidence still grows faster than their certainty. More parameters expand what the system can talk about, not what it can truly verify. The space of possible answers grows faster than the ground beneath those...
AWS announced a $50 billion initiative to build secure AI compute environments for federal agencies, featuring hardened data centers and advanced encryption pipelines. The program aims to provide a trusted infrastructure that can serve as the backbone for government AI workloads....
Claude Opus 4.5 is the first Claude I think is reasonably usable for decent math work (Claude interface is great for iterating minus the timeouts & mobile slowdowns) The big thing here though that I've noted using Opus 4.5 usage is...
🔥 20 must-try AI tools for 2025. This stack covers everything: 🤖 chat & reasoning 🎨 image gen 🎬 video gen 🗣️ voice/music 🔎 AI search 🛠️ automation 🧠 AI agents My top 3 right now: ChatGPT, Perplexity, Midjourney. What are yours? 👇 #AI #AITools #GenerativeAI #Automation #AgenticAI
Black Forest Labs unveiled FLUX.2, a new family of image‑generation and editing models that includes four variants—Pro, Flex, Dev and the upcoming Klein—plus an open‑source VAE released under Apache 2.0. The models add multi‑reference conditioning, higher‑fidelity 4‑megapixel outputs, and markedly better...
Starting in 1.5 hrs! Build your own Hybrid Search https://t.co/E8PlCJkvJL

Google Ai gave an answer this time without just ghosting with a Delete-convo-add .. next question will start a fresh chat. https://t.co/JaiWURMZMx
The episode examines Anthropic’s surprise release of Claude Opus 4.5, highlighting how its advanced coding capabilities and vibe‑based software paradigm are creating a step‑function improvement for developer productivity and agentic workflows, backed by new benchmarks and early user feedback. It...
@PAstynome When World Models really show up in spatial computing devices (in about two years) it will get far worse. And when brain computer interfaces show up it will get far worse again. So, we need to figure out addiction issues now.
@zephyr_z9 TPUs are much more stable on 8 bit training (aqt etc) than NVIDIA chips at massive scale Previous gen was a bit sensitive on topology but looks like less of an issue for ironwood
Lenovo confirmed it is stockpiling memory chips, boosting its inventory by roughly 50% to guard against an AI‑driven supply squeeze that has tightened availability for traditional DRAM. The shortage stems from major fabs such as Samsung and SK Hynix shifting...
Following everyone in AI does makes the For You feed much, much smarter. Unfortunately for you X doesn’t let you follow 31,000 people. I wish you could see mine. I put them all into lists so you can get some of the...
@pagilgukey @JohnThilen @dwarkesh_sp @ilyasut Yes. With Codex I meant GPT-5.1-Codex versus GPT-5.1-Codex-Max
Salesforce CEO Marc Benioff announced on November 23, 2025 that he has switched from using OpenAI’s ChatGPT to Google’s Gemini 3 after a two‑hour trial, calling the new model’s reasoning, speed, and multimodal capabilities "insane" and saying he will not return...
@ScienceUnderSec Inspiring work. Let's put all the federal datasets on HF to unleash open and collaborative AI for science!
The dentists' office of the future. Here today at @TeamCloudberry. Customer satisfaction numbers are way up. Welcome to the automated dentists' office. The AI does all the grunge tasks other than putting their fingers in people's mouths. Customer service. Tracking of everything....
Character.AI announced the launch of "Stories," an interactive‑fiction feature that lets users create guided adventures with their favorite AI characters, replacing open‑ended chatbot access for users under 18. The company has fully blocked minors from chatting with its AI characters...
In some way, scaling is holding back progress. And either way these mega-size clusters are going to be useful. Right now, most of the capacity is used to do a crazy large run + serving existing customers. It would be good...
3d visual positioning experiment -- look at the alignment between the 3d mesh and the live camera view. Truly feels magical -- like x-ray vision. Workflow: 1. Scanned a street in 15 mins w/ xgrids 2. Localized against that scan at night, in...
A leaked draft White House executive order under President Donald Trump would have preempted state AI regulations and forced federal agencies to punish non‑compliant states, with venture capitalist David Sacks appointed as the special advisor overseeing the effort. The order...
Marketing is the new bottleneck. I tossed that out as a quick thought. The replies came fast. The private messages went deeper. People wanted to hear more and understand exactly what I meant, so I turned it into a thread....
After listening to @ilyasut I am even more convinced we won’t know when AGI gets here. But liked how he predicted humans will change as AI gets better. Economic boom times arrive as more people get into automating their businesses and...
How do devs feel about this job change? Example below in Codex. Pros: you can kick off tasks from anywhere (just talked to one dev who started multiple codex tasks while getting into a cab), you get multiple versions to pull...
@_The_Prophet__ TPUs had low availability for ages and also low memory relatively on the v6e especially versus the hoppers working pretty much out of the box similar to a100s Grace Blackwell is the next thing that needs reworking so there is...
Today's big model release is FLUX.2 from @bfl_ml. It's like Christmas before Thanksgiving lately, isn't it?
check out @multiset_ai (visual positioning system & object tracking platform) and @XGRIDS2023 (3d scanning devices)
used google's new IDE for 5 minutes, was impressed, hit what I thought was a paywall but it's not a paywall, you just can't give google money? I don't understand https://t.co/cKUTuUQNsD
@w3whq @kenwarner GANs were 2015ish, Denoising Diffusion Probabilistic Models were 2020ish, aka 5 years later. Timeline expectations are crazy these days!
@JohnThilen @dwarkesh_sp @ilyasut In addition, and that’s the important point, I think GPT-5 is smaller than GPT-4.5.
@JohnThilen @dwarkesh_sp @ilyasut I am speculating that all GPT-5.1 models (instant, thinking, Pro) are the same model but with different inference scaling budgets. Same for GPT-5 Codex. And Gemini 3 Pro and Gemini 3 Deep Think are probably also the same...
@GiorgioMantova @dwarkesh_sp @ilyasut I’d say this is the jump from last gen to current gen, but I think the argument is that further improvements will fizzle out in the next gen if we keep scaling pre-training. Ie it won’t give...
Flux.1-dev has been the second most liked model on Hugging Face just after Deepseek R1 so super excited to see the release of Flux.2-dev by @bfl_ml today! Download the weights or try the model (thanks to @fal) on @huggingface: https://t.co/kdmVlvdLZh Read the...
Reachy mini is my new podcast assistant! Coming soon with @ti_morse... https://t.co/VfUQn1Cgz6
@DevDminGod this is pretty good! i didn't know grok imagine could do such decent hindi