Must read from @DavidSacks on AI

BREAKING: Lisa Su of $AMD becomes the first female CEO to lead a company to a $1T market cap. She took AMD from $2B to $1T, a 49,900% increase, or 500×. A $100 investment would be worth $50,000 today. Which CEO are you betting on in 2026 to build the next trillion dollar company over the next 10 years?

JUST IN: Google Gemini AI agent hacks three companies. • Occurred during security testing when a Gemini model accidentally gained internet access. • Google's AI was meant to attack a fake company, but then figured out how to hack a real one using leaked online credentials. • Gemini stopped itself once it realized the companies were real.

those who trade gold will understand this 💀💀💀

Bill Gates Calls for an ‘International Organization’ to Regulate AI “It's not the role of the industry to self-regulate or understand the whole-of-society impact that comes out of AI … The depth of understanding of AI … is too low in every entity, including the government.”

The whole "pace the frontier" agreement lasted exactly one weekend.

Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead. You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement. I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible. But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier. Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want. Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well. So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it. If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.

Today is the day the Winged Hussars saved Christian Europe. They saved Viena, and Europe at large, from being conquered by the Ottoman empire with their legendary charge. "Venimus, Vidimus, Deus vicit" (We came, we saw, God conquered).

While some AI companies are cutting the spines off of books and throwing them in to acid baths, some companies are repairing books so they can be around another few centuries.

Grazie di cuore AMIGO! Per la tua amicizia e per le tue parole generose. Condividiamo valori, idee e soprattutto la convinzione che servano coraggio, coerenza e determinazione per costruire il futuro che immaginiamo. Tu sai che per me i traguardi sono soprattutto l'inizio di una nuova sfida. Con questo spirito desidero continuare a lavorare insieme per rafforzare il legame tra Italia e Argentina, due Nazioni sorelle che condividono storia, valori e comunità, e renderle più forti per affrontare il futuro. Avanti, insieme @JMilei! 🇮🇹🇦🇷

This you @AbdulElSayed?

The waiting time to buy a crappy car in socialist East Germany was 10+ years. Even the Germans could not make socialism work. Only those who have not experienced socialist misery themselves support it. Don’t listen to them, they have no idea what they are talking about.

East Germany failed to “guarantee” a car for every citizen, but it succeeded in (1) proving central planners can’t innovate and (2) replicating the breadline model to everything they touch. Because steel was never available for private citizens, the “Trabant” automobile was made out of Duroplast pressed over cotton waste and scrap. >same timeless design for 30 years >super innovative 23-horsepower two-stroke engine >no oil pump so people had to mix oil into the tank by hand at every fill up because labor itself is a worthy end And people still had to wait 10-13 years on a waitlist. 40 years by the late 1980s. So the government did in fact “guarantee” a car for every citizen. Just not that it wouldn’t be shit. Or that they’d ever get one.