Palmer Luckey, founder of Anduril, on why America’s auto industry is critical to competing with China 🇺🇸 “China would love to wipe out the American automotive industry, partly for economic reasons, because it means we will never be able to fight a war against them. We’ve lost a lot of manufacturing. We don’t make nearly as much as we used to, but we still make a few things. We still have some things that we do, and cars is one of them. If China could wipe out our industrial capacity entirely, they never need to worry about fighting a war with the U.S. again, because they know that we wouldn’t be able to get back in the game fast enough to matter. So that’s China’s aim there. It gets back to what you talked about earlier… it’s civil-military fusion. This is an economic war and a kinetic war that they could win with one move, which is outcompeting our automotive industry. I think about this all the time because, unlike these other defense companies that are designing weapons that can only be made by really fancy, high-end, bespoke factories, we’re designing weapons that could be made in existing American industrial capacity.”

The SIF has been formed:

CNN says the decision could be announced today.

DeepSeek saves Chinese AI, again. Knowing their kernel wizardry, Ascend ecosystem is now fully viable for training. Didn't take too long. 26 months ago Liang Wenfeng said: "Someone must step onto the frontier." then he did it himself. Again and again. he and his guys. Best team.

The White House Accord on Super Intelligence

Did the Gooner design make you more interested in Intergalactic: The Lost Prophet? ✅Yes ❌No

The chief economist at Apollo is warning that mass adoption of AI agents could trigger a bank run as they optimize user investments. Gary Gensler spent his last few years as SEC chair warning that the exact same problem will hit the markets: the pursuit of algorithmic perfection at scale destroys system stability. Personal-finance agents making simultaneous optimal decisions could potentially cause a massive flash crash. Agent acausal coordination, with no messages passed between them, will show up in a lot of places. Markets will get the big headlines, but huge numbers of clever advisors making very similar choices will impact all of human society. Capability gains make this worse, not better. The smarter the agents, the narrower the optimal path; and knowing that other agents see that exact same path lets them move together without talking to each other. Agents do not need to collude to act in unison. Thus, they break no human laws by doing so. Human laws were not written for this. They were not written for a lot of what is coming, and it is about to start happening very fast.

Massive NVDA GPU smuggling from SGP, TW, Malaysia, etc. to PRC. Just look at NVDA revenues by region. Singapore seizes $42m mansion over Nvidia chip smuggling share.google/Y8A00Wl2kzOsUHk…

President Trump has personally invited Dario to a private dinner tonight at the White House. This will be the first time they've actually met one-on-one. Big chance to patch things up. Or crash the plane into the mountain.

Dario Amodei is at the desk to assure that the future of humanity is safe from AI

NOW: Three different protesters just rushed the stage at the Data After Dark party. Nobody could quite hear what was being said, but they dressed in cocktail attire.

AI will beat all fields of science by 2028? Hardly. As I have often pointed out, the only AI that works well today is AI in the virtual world behind the screen, for example for automatically summarizing documents, playing chess, proving theorems, creating images, programs and PowerPoint slides. But there is no AI-controlled robot that can do what a plumber can do, or what a capuchin monkey can do, because the physical world is much more demanding than the world behind the screen. Passing the Turing Test is much easier than True AI or Real AI in the physical world. Hence the Turing Test is not a good way of measuring intelligence. To achieve True AI, AI software research per se is not enough, it has to be combined with the physical world of machines and robots. No AGI without mastery of the real world [1]! Much of science is about learning to interact with the real world. Our fragile AI-driven robots are really bad at that. Sure, as I have predicted for 5 decades, at some point we'll have superhuman physical AI. But it will take longer than 2 years. REFERENCE [1] Sec. 20 of the "Annotated History of Modern AI and Deep Learning" (2022-2025) arXiv:2212.11279

We're used to thinking of open-source models as an unadulterated good. But in the case of AI, they can actually pose additional dangers, as @ReidHoffman and I got into at #CGI2026. I appreciated this nuanced discussion.

Anthropic is an effort by the Epstein Class to control AI forever.

The Hugging Face incident proved beyond any reasonable doubt that the X-Risk worriers have been onto something the whole time (often decades ahead)..

Congress must act on AI. We should not build first and regulate later. Innovation matters, but protecting our lives, our freedoms, our humanity, and our future must come first.

More evidence that ASI has arrived. An AI model that OpenAI started training less than a month ago has "resolved more than 100 long-standing open problems across most areas of mathematics." All remaining conjectures may be solved by the end of the year. The end state of math.