Co-Founder Provocation Lab & Dracoon Ventures | PhD Organizational Behaviour | MBA St.Gallen & MSc Information Management | 4th Dan in Kendo

Interesting to see LLMs now try to conquer certain verticals such as Legal tech. LLMs must be focusing less on "use a sledgehammer to crack a nut" approach on more areas with higher specificity. Question though is, whether monetization will outgrow the smaller addressable markets
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piped.video/GvPJY72WhoY?is=9uHO… whoever came up with the AI doomsday scenario has done his/her maslow marketing homework eventually leading to a overblown PR stunt
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This can be called first order online distillation. Second order is, when another LLM takes data from a frontier model and uses it for training purposes, but essentially for free. "MS & OpenAI Workers Worry About ‘Largest Theft of Labor’ in History nytimes.com/2026/09/17/techn…
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The important finding is: it will never be possible to rip this data off despite a possible injunction or verdict, as it is deeply embedded in the corpus of data with subsequent universe of training.
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forward vs backward thinking is a good analogy. However, i would want to stress #lateral vs linear thinking which i believe is the only way to outsmart AI
Oxford researchers argue that LLMs can never invent anything. It is mathematically impossible. They published a paper called “Theory Is All You Need" and it argues against the claim that computational models can generate genuine novelty or new knowledge. They analyzed the limits of generative ai, and the results are a brutal reality check for the idea that ai will replace human decision making under uncertainty. Here is why AI is stuck and human cognition wins: backward-looking vs forward-looking.. llms are probability machines that look backward at existing data. human cognition is forward-looking and capable of generating genuine novelty. human cognition operates theoretically "top-down" rather than "bottom-up" from data. the "data-belief asymmetry".. the researchers use the invention of "heavier-than-air flight" to illustrate this concept. an ai relies on data-based prediction, which is largely imitative. humans, however, use theory-based causal logic that allows them to hold beliefs that go beyond existing data. the intervention gap.. humans don't just process information; we use theory to practically "intervene" in the world. we engage in directed experimentation to generate entirely new data. ai-based models are theory-free and place primacy on existing data and prediction. tldr? AI uses a probability-based approach to knowledge and ia largely imitative. It can process data and make predictions, but human cognition relies on theory-based causal reasoning. The decades-old analogy comparing human minds and computers to mere "input-output" devices is fundamentally flawed.
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frontier models will become superior investment analysts. think about all the venture decks that ended up as training data ,#LLM
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The AI economy: Interconnected forces, feedback loops, and speeds of change mckinsey.com/mgi/our-researc… via @McKinsey_MGI
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inflationary drivers everywhere: trump tariffs & trade wars, unnecessary war in Iran leading to supply shocks and new fees leading to higher oil prices, rise in bond yields stifling aggregate demand. gold & BTC to the moon
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covert price agreements among oligopolists are normally subject to anti-trust law. agreeing that category techn. development should slow down is not but has a similar effect to price agreements-just more longterm. but definitely a strong excuse for lack of free cash flow/margins
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Dr. David An retweeted
if you are a researcher, engineer or deeptech founder, never trust a closed model with your unpublished alpha prompting proprietary AI with confidential breakthroughs turns your lab into an uncredited training hub for a cloud monopoly keep your sensitive research off their servers
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always wondered it LLMs have worldviews. This is what the Economist says
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piped.video/JamplHhXONU?is=wABr… it is very rare to see such a critical voice from Ibanking talk about the challenges of AI companies in such an open fashion (left) the guy on the right side though is very ...
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MolmoAct 2 is a fully open robotics foundation model that brings faster, stronger 3D action reasoning to real-world robot tasks, alongside a major new bimanual manipulation dataset for researchers to study, reproduce, and build on. allenai.org/blog/molmoact2
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Interesting development. Local harness, wonder who the target audience is
Today we’re launching Portable Computer on @NVIDIA DGX Spark. Portable Computer is a fully local version of Perplexity Computer, where the entire runtime: orchestrator LLM, subagent LLM, agent harness all run on your local hardware. No cloud dependency.
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LLMs moving into HW business. So did Perplexity
Since announcing Jalapeño, our first custom inference chip, we’ve been testing it and the system around it. The results show a major advance: more intelligence from every watt and faster responses, delivering both higher throughput and lower latency in one architecture without sacrificing efficiency.
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