Today's AI Pulse
Pinterest inks $4 billion AWS cloud pact to power AI visual search
Pinterest announced a $4 billion multi‑year agreement with Amazon Web Services, the largest infrastructure deal in its history, to power AI‑driven visual search and discovery through 2031. The contract expands use of AWS Trainium chips for large‑language and vision‑language models and adds a migration to a Kubernetes‑based architecture.
Also developing:
The World's Largest PC Maker Confirms It Is Stockpiling Memory - so What Does It Know that We Don't?
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 capacity to high‑bandwidth memory for AI servers, driving up global memory prices and prompting Lenovo to lock in long‑term supply contracts through 2026. While the higher component costs could pressure consumer‑device pricing, Lenovo said it will try to absorb the expense to sustain sales momentum, and its latest earnings still showed revenue growth and higher adjusted profit despite a weak share price.
TPUs Outperform NVIDIA Chips in Large‑scale 8‑bit Training Stability
@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
Curated AI Lists Bypass X’s Follow Limit
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...
'The Leap Is Insane': Salesforce CEO Swaps ChatGPT for Gemini 3 and Says He's 'Not Going Back'
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...
Comparing GPT‑5.1‑Codex to GPT‑5.1‑Codex‑Max
@pagilgukey @JohnThilen @dwarkesh_sp @ilyasut Yes. With Codex I meant GPT-5.1-Codex versus GPT-5.1-Codex-Max
Open Federal Datasets on Hugging Face to Power Collaborative AI
@ScienceUnderSec Inspiring work. Let's put all the federal datasets on HF to unleash open and collaborative AI for science!
Character AI Will Offer Interactive ‘Stories’ to Kids Instead of Open-Ended Chat
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...
AI-Driven Dental Offices Boost Satisfaction, Signal Future
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....
Spare Compute Needed to Accelerate Idea Testing
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...
David Sacks Tried to Kill State AI Laws — and It Blew up in His Face
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...
Real‑time 3D Mapping Delivers X‑Ray Precision Localization
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...
Clarity Beats Speed: Narrative Accelerates Growth
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....
Perplexity Says Its AI Personal Shopper ‘Puts You First’
Perplexity has launched a free AI‑powered personal shopper for U.S. users ahead of the holiday season, allowing shoppers to type queries, refine results and purchase items directly through the platform via PayPal’s Instant Buy integration. The assistant remembers prior interactions...
AGI's Arrival Uncertain; Automation Fuels Economic Boom
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...
Dev Roles Shift From Coding to Code Evaluation
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 Genesis Mission's Impact on the Global AI Race
President Donald Trump announced the Genesis Mission, a DOE‑led initiative that unites 17 federal labs with tech giants such as Nvidia, Microsoft, and OpenAI to fuse supercomputing, AI and quantum capabilities. The platform aims to generate massive scientific datasets, accelerating...
TPU Scarcity and Memory Lag Behind A100s, Prompting Rework
@_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...
Must‑Listen Interview Ignites AI Community, Follow My X Pro Lists
I agree. Incredible interview by @dwarkesh_sp of @ilyasut. I could listen to both for months and not get bored. It's like being at a great university and hearing the best professor. I love X. This just LIT UP the AI community....
Wyze’s New Security Camera Watches Your Yard From Inside Your Home
Wyze has launched a $34.99 Window Cam that monitors a yard from inside a rear window, eliminating the need for batteries, exterior power, Wi‑Fi extenders, or weatherproofing. The 1080p camera offers a 101-degree horizontal field of view, enhanced color night...
AI Judges Will Filter the Coming Content Deluge
One AI use case that is only getting more popular: LLM as a judge. Everyone still talks about AI generating more content, but not enough people are talking about: 1) the horrific deluge of noise we're going to have to deal...
Scaling Boosts Benchmarks, Not Genuine Problem‑solving Ability
I think it is somewhat true though that scaling helps with benchmark performance but not necessarily with with new model capabilities. Like the example he mentioned > U: "Please code xyz." > M: "Ok here is xyz." > U: "You have a bug." >...
After LLMs: Spatial Intelligence and World Models — Fei-Fei Li & Justin Johnson, World Labs
Fei-Fei Li and Justin Johnson discuss their new platform Marble, a generative world model that turns text, images, and spatial inputs into editable 3D environments, highlighting its technical core of Gaussian splats and real‑time interactivity across devices. They argue that...
AI Control Remains Unsolved; Top Oversight Fails 92%
Excited to present our new AI paper as a @NeurIPSConf spotlight next week: we find that the problem of controlling artificial superintelligence remains unsolved. With simulations and scaling laws, we find that an implementation of the least unpromising...
OpenAI Positions Codex as Team Member, Not Tool
OpenAI is very deliberate about how they talk about Codex. It's not positioned as an operating system. It's heavily positioned as a teammate. Their site says: "Your new coding partner", "accelerates your team" Their job postings say: "we're building an AI software...
The Trump Administration Just Launched Its Own Plan for Global AI Dominance and What Could Go Wrong?
The Trump White House issued the Genesis Mission Executive Order, directing the Department of Energy to create a government‑run AI platform – the American Science and Security Platform – that will leverage federal scientific datasets to train foundation models and...
SAM 3D Enables Data‑Driven, Personalized Rehabilitation Insights
SAM 3D is helping advance the future of rehabilitation. See how researchers at @carnegiemellon are using SAM 3D to capture and analyze human movement in clinical settings, opening the doors to personalized, data-driven insights in the recovery process. 🔗 Learn more about...
Open Collaboration Fuels AI Boom and Scientific Innovation
Excited about the Genesis mission - congrats to @POTUS @SecretaryWright @ScienceUnderSec @mkratsios47 @sriramk! We've experienced first-hand how more openness and collaboration in the US can massively accelerate progress. In my opinion, that's what led to the current AI boom and US...
I Found the World's Fastest Mini PC with an Intel CPU that Trounces the Mac Pro's M2 Ultra — and...
Lenovo’s ThinkCentre M90s Gen 6 mini PC, equipped with an Intel Core Ultra 9 285 (24‑core, 65 W) processor, outperforms AMD’s Ryzen AI Max+ and Apple’s M2 Ultra on PassMark benchmarks while fitting into a 340 × 93 × 300 mm chassis. Priced at $1,329 after a $570 Black‑Friday...
Adaptive 2D Gaussians Redefine Image Compression and Restoration
📢 Image-GS: Content-Adaptive Image Reconstruction using 2D Gaussians In this week’s deep dive, we explore Image-GS, a groundbreaking framework that reimagines how images can be represented, compressed, restored, and upsampled using adaptive 2D Gaussian splats. Unlike traditional codecs or neural...
New AI Tests Need Fresh Images; Recipe Finally Clarified
One more comment is that giving this image to an AI and asking about it is not sufficient to show the diff because it's all over the training data by now. You'd have to use a new, very recent image,...
FLUX.2 Launch Sparks Early Holiday Excitement
Today's big model release is FLUX.2 from @bfl_ml. It's like Christmas before Thanksgiving lately, isn't it?
Explore Cutting-Edge Visual Positioning and 3D Scanning Tech
check out @multiset_ai (visual positioning system & object tracking platform) and @XGRIDS2023 (3d scanning devices)
Google's New IDE Blocks Payments, Not a Paywall
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
AI Breakthroughs Now Arrive in Just Five Years
@w3whq @kenwarner GANs were 2015ish, Denoising Diffusion Probabilistic Models were 2020ish, aka 5 years later. Timeline expectations are crazy these days!
GPT-5 Expected to Be Smaller Than GPT-4.5
@JohnThilen @dwarkesh_sp @ilyasut In addition, and that’s the important point, I think GPT-5 is smaller than GPT-4.5.
GPT‑5.1 and Gemini 3 Variants Share Identical Core Model
@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...
Scaling Pre‑training Hits Diminishing Returns for Future Generations
@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 Ranks #2, Eagerly Awaiting Flux.2-dev
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 Becomes My New Podcast Assistant
Reachy mini is my new podcast assistant! Coming soon with @ti_morse... https://t.co/VfUQn1Cgz6
Grok Imagine Impresses with Quality Hindi Generation
@DevDminGod this is pretty good! i didn't know grok imagine could do such decent hindi
TPUs Offer More Stable Training Than CUDA on Large Batches
@_The_Prophet__ TPUs have been more stable for training than CUDA equivalents for a couple of years now, especially on large batch sizes XLA is pretty good now! For inference it makes even less of a difference (We previously trained sota models on thousands...
Image Generation Has Leaped Forward Since Summer 2022
it is wild how far we’ve come since the hot image gen summer of 2022 image cred: @bfl_ml https://t.co/i5KbszlFDM
FLUX.2 Launches, Upgrading Community’s Top Image Model
the community’s favorite image creation and editing model just got better: welcome, FLUX.2 by @bfl_ml 🤩 https://t.co/iLrbYYK4bd
CV Engineers Should Master YOLO for Object Detection
So you are a CV engineer, what do you know about Computer Vision? I have used YOLO for... https://t.co/lX4OrFFYqE
New Research Paper Now Available Online
Here's our paper: https://t.co/RmNft3zU5Z
Beyond Scaling: Engineering Tricks Now Drive AI Progress
@dwarkesh_sp @ilyasut “The Age of Scaling is over.” I agree with that. Basically, since GPT 4.5 a lot of the perceived real-world progress was driven by clever engineering wrappers (context filtering, inference scaling, multi-turn tricks, retrieval, tool use, etc).
15 Essential Architectural Traits for Building Robust AI Agents
Just shared this brilliant mind map on the 15 key architectural characteristics of AI agents — absolutely packed with insights! Modularity, evolvability, context awareness, security compliance… everything you need to design robust agents. Huge thanks to @Python_Dv for creating this gem
Seeing Benchmaxxing, Ilya Launches Company for Proper LLM Development
Ok, so what Ilya saw was extreme benchmaxxing, which in turn prompted him to create his own company to do LLM development the proper way?! Makes sense, I sympathize with that.
Machines Exploit Shortcuts, Creating More Correct‑unintended Rules than Humans
@giffmana @dileeplearning the "correct-unintended" rules were just that -- correct on the demonstrations but using "shortcuts" (e.g., the numerical value of a color). We also saw a small percentage of "correct-unintended" rules that humans generated, but much less...
Machines Craft Meaningful Unintended Rules; Humans Produce Nonsense
@giffmana @dileeplearning There was a big difference between "not classified" rules generated by humans and "correct-unintended" rules generated by machines. For humans, the "not classified" rules were generally humans writing nonsensical things like ⬇️