AI news, research and bad takes. accelerationist. professional shitposter in training per aspera ad astra

Mino retweeted
Today we're releasing DeepFinance, the first ultra-long horizon benchmark for high finance work. A set of 21 problems that reflect work at top PE and IB firms, DeepFinance is built using real deal data. Problems are constructed by experts with backgrounds from top firms like Evercore, JPM and UBS, and institutions like HBS and Wharton. Problems represent work that would take human professionals 20-40 hours to complete. Can AI really diligence a $100M+ deal? Finance benchmarks today are limited to evaluating agents on QA on financial docs or grading the numerical correctness of simple financial models. However, real world high finance work is full of assumptions and conflicting evidence. We built DeepFinance to realistically evaluate agents on those end-to-end finance workflows. DeepFinance leaderboard: juliusresearch.ai/deep-finan…
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Anthropic's valuation has now been roughly cut in half from the lofty $2 trillion heights that were being spoken of in financial circles only a month ago. On the plus side, if you are a believer, you can now get in for about half price. The IPO media blitz is starting Monday.
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the post-midterm push for AI regulation is gaining momentum. Reps. Don Beyer and Sara Jacobs plan to release a draft AI safety bill by year-end, targeting House consideration in Q1 2027. their previously reported framework could establish mandatory safety standards for frontier labs, clarify developer liability, and give regulators emergency powers to halt models that fail testing. Beyer is also pushing for a dedicated AI select committee, while other lawmakers are preparing proposals for independent model evaluations and stronger oversight of leading AI companies
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OpenAI isn't slowing its infrastructure expansion despite the midterm results, according to CFO Sarah Friar. the company reported 70% QoQ growth in Q3, its enterprise business doubled, and revenue is now split 50/50 between consumers and businesses. with 1.2 billion weekly users, OpenAI plans to keep raising capital and expanding compute capacity to meet demand x.com/rohanpaul_ai/status/21…
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Anthropic analyzed over 207,000 Claude research sessions and estimates that today's AI could take on tasks accounting for a median 38% of research time under widespread adoption. that could nearly double research output in computer science and statistics, while fields like chemistry would see smaller gains due to the need for physical experiments. these are projections based on current capabilities, not observed productivity gains
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the AI 2027 tracker has been updated using METR's new data on Anthropic's internal models. some unreleased models now sit ahead of the scenario's estimated capability curve, with Model 4 roughly six weeks ahead. the numbers are estimates, not direct task-horizon measurements, but it's a notable change to the timeline
The AI 2027 tracker was updated today. And according to the tracker’s estimates, based on AECI scores from METR’s report on Anthropic’s internal models, some of those models are even ahead of the AI 2027 curve.
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Reports coming in of an angry mob asking for roon in the streets, demanding 6.2
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Mino retweeted
I am a broken record about this, but: frontier agents are not going to be a purely digital phenomenon for much longer. They will be able to use anything in the physical world that can be actuated programmatically—first competently, then at human-expert level, then superhuman. By and large, we probably won’t need specialist models; the frontier models will just do it. If your model of the future hinges on physical AI happening “for real” many years into the future, I think you will be in for a surprise.
i went to bed and asked claude to paint an autumn tree overnight. at around 4am, it realised that it didn't have some shades -- so it stopped and titrated its own paint: diluting red, sienna and madder step by step on a second palette, then measuring each pocket from a photo. woke up to this beautiful watercolor painting. 303 brush marks, took about 4.5 hours 🍂 (still working on the speed)
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the Financial Times is now reporting that US intelligence believed Jensen Huang was romantically involved with Alice Huang, the Megaspeed executive suspected of being a Chinese intelligence asset the alleged operation was aimed partly at influencing Nvidia's position on advanced AI chip exports to China, according to the NYT the intelligence was reportedly shared with senior US officials, and three House committees have now requested a closed-door briefing with Jensen on November 18 quite an extraordinary development
according to the NYT, US intelligence agencies discovered that a Chinese intelligence asset had developed a close relationship with Jensen Huang and was passing information to Beijing the woman, Alice Huang, was an executive at Megaspeed, a company already under investigation for potentially helping China bypass US restrictions on advanced AI chips a Malaysian sister company reportedly purchased at least $4.8 billion worth of AI equipment containing Nvidia technology between 2024 and 2026 Trump was briefed on the intelligence findings roughly a year ago and chose not to act and apparently Jensen still hasn't received a defensive briefing
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Anthropic published a deeper look at Claude’s “dreaming” memory system, first previewed back in May it lets Claude review past sessions, correct faulty memories, and reorganize what it has learned. in one Pokémon experiment, correcting a single false memory was enough to get Claude past a point where it kept getting stuck
Memory is what allows Claude to learn from experience. In a new Engineering Blog post, we share how “dreaming” helps Claude organize what it’s learned, correct its mistakes, and find what it needs more easily the next time. anthropic.com/research/compo…
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PSI just announced a proof of the Aaronson–Ambainis conjecture, a longstanding open problem in quantum complexity theory, using a non-public Anthropic model the conjecture concerns why exponential quantum computing speedups require special structure in the inputs. David Turturean built a research system that ran multiple instances of the model on PSI's own infrastructure, searching the literature, developing new ideas and testing possible proofs according to the paper, the first complete proof was produced on the third day of the run. the models then improved the mathematical bound from an exponent of 22 to 7, and the final result was formalized in Lean, with verification records from two independent implementations of the Lean kernel PSI hasn't disclosed which Anthropic model they used
Replying to @psipbc
PSI proved this conjecture is true: that bounded polynomials of low degree have influential variables. The influence of a bit is the average change in a polynomial's value when the bit is flipped.
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you genuinely can’t make this shit up
The American people have made their voices heard. The 120th Congress will officially be the GAYEST Congress in history! (that we know of) Let's get to work 🇺🇸🏳️‍🌈🏳️‍⚧️
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Google announced a $17B investment in its first Wyoming data center, with a commitment to pay for 100% of its electricity consumption and the infrastructure costs directly attributable to its expansion the power plan includes a proposed 702 MW natural gas fuel cell development with carbon capture and storage, alongside additional generation capacity. the 702 MW figure refers to the planned fuel cell development, not the total capacity of the data center OpenAI announced its National Community Compact on the same day, with commitments covering electricity costs, infrastructure investments, financial guarantees against canceled projects, and public reporting on water, electricity and noise the company will also stop using NDAs with public officials, subject to narrow exceptions for security and commercially sensitive information one important limitation is that OpenAI's commitments apply to future data centers it owns and operates (sorry, “compute campuses”), rather than automatically covering infrastructure run by third-party providers the broader shift is toward making developers more directly accountable for the costs and local impacts of AI infrastructure, as opposition to new data centers continues to grow
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Anthropic's IPO could be delayed just days before its planned roadshow the company was expected to begin marketing its shares the week of November 9, with a stock market debut targeted for the following week now Reuters reports that investors are questioning whether that timeline is still realistic, while the WSJ says three major investors believe the $1.5T valuation needs to come down, with one suggesting it could be closer to $1T just weeks ago, Anthropic was being discussed at nearly $2T. now even the timing of its November IPO is in question reuters.com/world/ai-backlas…
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“in the northern sea there is a fish. its name is Qwen 4”
The becoming begins.
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