The word is coming out…

I asked a candidate this week to walk me through the rocket design process. His response: "you mean rocket science?" Rocket science will stop being rocket science very soon. It becomes a spec prompt. The next 5 years will be about AI for the physical world. Cars, rockets, drones will be designed, simulated, tested, and manufactured with AI. The market is so large that the LLM frenzy is just the beginning. And the business case is already simple today. Most people miscalculate the value as "fewer engineers," "fewer licenses," or "less compute": line items in enterprise budgets repurposed for a new vendor. That budget is easier to access, but cost reduction is the worst value prop unless you're selling a commodity. The reality: time to value is 95%+ of the value created. The classic study on this found that a product 6 months late to market earns ~33% less profit over five years. A product on time but 50% over its development budget loses only ~4%. So shrinking a design cycle from 12 months to 6 doesn't just save costs. It adds contracts. One additional program win generates billions, sometimes tens of billions, in revenue. The real question is how much of that upside you can capture. Even 10% gets you to $100M-1B per customer.

We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone. We're also excited to share that we've shipped our first rack to Jane Street.

Very well defined.

Today, we’re releasing a research preview of our real-time, local-first world model built for interactive, playable AI-worlds 60fps, locally run, all on consumer-grade hardware. Come take a look ⬇️

Somehow over the last few months, cursor bill went from $20/month to $600/day.

2026+ prediction: Physical AI will be bigger than @OpenAI !

Any reliable cloud provider that has on demand A100+ GPU availability?

.@RichardMCNgo on why birth rates will probably keep falling: - Birth rates are falling because marriage rates are falling. - AI could either distract us from relationships or help mediate them. - If the future economy is dominated by social + emotional labor, it may skew female - dating gets harder when women outpace men in status.

I might be right about a few things.

China continues to subsidize its major industries (AI, robotics, cars) ft.com/content/cad2cdd6-7cce…

There is always an opportunity for positive outcomes 😂

Jensen is an inspiring leader and role model. $5T 🚀 #NVDA #AI #Goat #Winning

Too much noise about RL it is impossible to find real signal

Have we tried GEPA + SFT? @LakshyAAAgrawal

Was running a terraform script in the middle of the AWS outage + thought I nuked our infra 🤣 Canva, Notion, and Asana down too

GEPA can augment even RL-tuned models! @IntelligenceArc team uses GEPA in their ATLAS framework, to augment an already powerful and RL-tuned teacher model, achieving +142% student performance improvement when guided by the improved teacher!

Exciting breakthrough!

Excited to share our new paper on AI-Driven Research for Systems. We show that AI can autonomously generate and verify novel solutions for classic systems performance problems, matching or exceeding human designs. A glimpse into how AI might transform not only systems, but the research process itself.