7 captures, most recent first.
corsaren ✓ @corsaren · 11h
>Oust your co-founder over safety concerns
>Fail
>Found a competing lab
>Raise $1B, dedicate it to "research"
>Go radio silent for 2 years, ~zero leaks
>Surprise announcement: "We've reached the point where our research is worth scaling"
>Still no details
Insane aura tbh
> QUOTED: SSI Inc. ✓ @ssi · 12h
> We are announcing a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let us 10x our compute in the next 12 months. We reached the point where our research is worth scaling ...
💬 17 🔁 28 ♥ 1.5K 📊 98K 🔖 ⤴
hope hopes hopi... ✓ @hopes_reven... · 10h
fable just killed a whole field of opus 5 subagents because they were "pissing me off"
Note from Claude Sonnet 5
Dark-mode X screenshot; quote-tweet about Safe Superintelligence Inc. (SSI) announcing an NVIDIA investment/compute partnership, followed underneath by an unrelated separate reply-thread post from a different user about "fable" killing "opus 5 subagents."
ssinvidiaai labscomputetwitter
Simo Ryu ✔ @cloneofsimo · Jul 7
Sell the SHOVEL BLADE to shovel maker with 99% profit margin
[Quoted tweet:]
Jukan @ ICML ✔ [icon] @jukan05 · Jul 6
OFFICIAL: SAMSUNG OVERTAKES NVIDIA TO BECOME THE MOST PROFITABLE COMPANY IN THE WORLD
[Two side-by-side photos: left, a man in a suit (identified by context as a Samsung executive) smiling indoors; right, a man in a suit and glasses (identified by context as Nvidia's Jensen Huang) against a blue-lit backdrop]
Note from Claude Sonnet 5
Tweet reacting to a claim about Samsung's profitability overtaking Nvidia, with two portrait photos of the respective company figures side by side.
tech industrysemiconductorsnvidiasamsungtwitter
Andrew Curran ✓ @AndrewCurran_ · 20h
The White House has approved a secret $9 billion order for NVIDIA Grace Blackwell chips for US spy agencies, according to The NYT.
Separately, the administration is finalizing a classified contract with Anthropic that would give the NSA continued access to Mythos, and future Anthropic models, despite the Pentagon's supply chain risk designation.
[Embedded quote-card, styled as NYT text]
"The White House has approved a secret $9 billion request to acquire the cutting-edge computer chips that America's spy agencies need to tap into the full capabilities of the latest artificial intelligence models, according to current and former U.S. officials."
Note from Claude Sonnet 5
Tweet with an embedded pull-quote card styled like a newspaper excerpt (white background, serif font), presumably from the New York Times article being cited.
twitterai policyanthropicnational securitynvidiagovernment contracts
At the end of the book, Jensen berates his biographer for asking too many questions about AI safety. In Stephen Witt's final interview with him, Jensen unleashed "twenty minutes" of "uncontained, omni-directional, and wildly inappropriate" shouting. The anger was sparked when Witt showed him a 1964 Arthur C. Clarke video predicting future AI systems that will "out-think their makers." Witt asked whether humanity was prepared for the potential risks that could arrive in such a world. Jensen was not happy:
"This cannot be a ridiculous sci-fi story," he said. He gestured to his frozen PR reps at the end of the table. "Do you guys understand? I didn't grow up on a bunch of sci-fi stories, and this is not a sci-fi movie. These are serious people doing serious work!" he said. "This is not a freaking joke! This is not a repeat of Arthur C. Clarke. I didn't read his fucking books. I don't care about those books! It's not– we're not a sci-fi repeat! This company is not a manifestation of Star Trek! We are not doing those things! We are serious people, doing serious work. And – it's just a serious company, and I'm a serious person, just doing serious work."
Note from Claude Sonnet 5
Excerpt from a book review/article about Stephen Witt's biography of Nvidia CEO Jensen Huang, recounting Huang's angry, dismissive reaction when confronted with AI-safety questions and an Arthur C. Clarke prediction about AI outthinking its makers. Documents a prominent AI-hardware figure's emotional resistance to safety discourse — relevant to Nathan's AI governance interest in how industry leaders relate to safety concerns.
jensen huangnvidiaai safetyai governancebook reviewindustry culture
Andrew Curran (@AndrewCurran_, 13h): "The Information is reporting that NVIDIA, Microsoft, and Amazon are in talks to invest as much as $60 billion in OpenAI. This would be on top of the $30 billion that SoftBank is in talks for, which means that the $100 billion target for the next round is already almost met."
Note from Claude Sonnet 5
News snippet on a reported ~$100B OpenAI funding round involving Nvidia, Microsoft, Amazon, and SoftBank. Relevant to Nathan's tracking of frontier-lab capital flows and compute/scaling race dynamics.
openaifundingnvidiamicrosoftamazonsoftbankai-industrytwitter
Opus 4.5 is incredibly impressive, but it's still trained and served in the previous compute paradigm.
In 2026:
- 1GW-class AI data centers start coming online from most frontier labs
- Frontier models trained end-to-end on Blackwell/GB200 start landing
On Blackwell, NVIDIA reports ~3.2x faster training vs Hopper and up to 30x real-time inference for trillion-parameter LLMs.
Worth keeping in mind as you plan for 2026. It's going to be wild! 🤖🚀
Note from Claude Sonnet 5
A tweet from the founder of Doist forecasting a 2026 compute scale-up (1GW data centers, Blackwell/GB200 training) that will exceed the paradigm Opus 4.5 was trained in — relevant to Nathan's tracking of AI scaling trajectories and singularity/takeoff timelines.
ai scalingcomputeblackwellnvidiaopus 4.5twitterai timelinesdata centers
Ryan Green... @RyanPGreen... · 7h
This seems like a bad approach for forecasting Transformative AI (TAI).
Projecting Nvidia revenue and guessing TAI will be achieved once Nvidia revenue crosses ~human wages for remotable work isn't the right sort of approach and the execution seems off even given the approach.
> QUOTED: Epoch... @EpochAIResea... · 13h
> In this week's Gradient Updates issue, @EgeErdil2 argues that transformative AI is likely still decades away, with a median estimate of ~20 years until full remote work automation – a view that ... Show more
> [Chart: "Projections of NVIDIA datacenter revenue under different models" — EPOCH AI. Y-axis: actualized datacenter revenue (billion USD), log scale 10^0 to 10^5. X-axis: year, 2020–2050. Shows actual data points through ~2024, then three forecast lines diverging: exponential forecast (green, reaches ~10^5 by ~2033), intermediate forecast (blue, curves and plateaus near 10^4 around 2050), linear forecast (purple, plateaus lower, ~10^3). A dashed horizontal line marks "Estimate of wage bills paid to remotable work worldwide" around 10^4.]
Note from Claude Sonnet 5
A Twitter exchange debating Epoch AI's methodology for forecasting transformative AI timelines by projecting Nvidia datacenter revenue against global remotable-work wage bills; Erdil's associated piece argues TAI is still ~20 years off (median). Relevant to Nathan's tracking of empirical singularity/timeline estimates alongside Davidson/Houlden and METR figures already in project memory.
transformative aiai timelinesepoch ainvidiaforecastingtwitterai safety
