▪ Founder @ Counterplot.co ▪ Inter alia
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3 stages of growth:
> Pre-cynicism idealism
> Post-idealism cynicism
> Post-cynicism idealism
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Will Smith eating spaghetti is back. This time, it’s entirely code.
I’m proposing this as a code-to-video benchmark.
GPT-6 Astra. September 19, 2026.
Give it a year and we might be looking at Hollywood CGI.
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playing with jev has taught me that if you make a hammer cheap enough, everything will start looking like a nail
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Pacing-conditioned-on-others is low-key a speed-up
US: "We'll slow down -- but only within our lead over China."
China: "We could slow down -- but only if it doesn't mean losing to the US."
So relative position becomes the thing both optimize
A race, with a safety vocabulary
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
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Wrapp Store
Eventually, incentives will flip -- and frontier labs will encourage third-party apps to tap into users’ existing subscriptions.
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Secular inflation is the best fertilizer for populism (both left- and right-wing).
Everything goes.
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Agitation (noun, figurative)
Intense public excitement, anxiety, or fervor about AGI, often driven by speculative hopes, fears, or misunderstandings of its capabilities and implications.
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The big question is whether frontier labs beat chipmakers at chips before chipmakers beat frontier labs at training models.
OpenAI Jalapeno is spicy
Usually first generation chips aren't competitive, but OpenAI is beating Nvidia Blackwell and even Rubin
This is huge news!
We got to go into OpenAI's lab to dissect their new chip and dive into the software, architecture, and performance
Incredible work!
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Treasury will not rein in yields until Pentagon reins in drones -- and/or international order is restored.
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If AI ends up commoditized and multi-model, Stripe wants to be the Glencore of tokens.
The killer harness is probably act two of this acquisition.
They didn't just buy a router, they bought the layer every harness will plug into.
Mixture of models
Power users will likely shift from single-model reliance to interfaces that allow automatic orchestration across multiple llms.
A very low-hanging fruit for Microsoft and Apple.
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