So since my account is being dramatically throttled and I tried everything they said to do to fix it, I spun up a new account I had laying around. Follow me here as I’ll be posting from the new account from now on cuz this one has been nuked.

Here’s why agent swarms are going to be a very big deal. We can finally make compute a critical variable in a large number of important tasks in the economy which wasn’t possible before. There’s a large amount of work in the world that is essentially only constrained by the amount of time that we put into research, data processing, discovery work, running tests, and more. All of this work is bottlenecked by our ability to plan, execute, review, and coordinate everything happening in these workflows. Which means we basically do very little of them today relative to their economic value. Agent swarms are the first real ability to parallelize this work in a way where - in theory - the only parameter that matters is how much compute you throw at the problem. Cyber security, life sciences or material science research, trading, QA testing, data processing, and many other fields are essentially compute constrained problems in the limit once models are good enough at these tasks. The breakthrough is that in a world where agents can use tools, write code, process data, have strong domain depth, and can coordinate with each other, you can begin to solve arbitrarily complex problems by setting the right goals and applying enough tokens to the problem. This changes a lot of fields as well as even the competitive dynamics in these fields.

AI is helping Americans shop, but 42% don't trust it to make a purchase yet Even in the most popular categories, only about a quarter would let AI choose and buy for them: - 27% for clothing - 26% for electronics - 25% for travel Charts of the Week: a16z.news/p/this-week-in-cha…

Today we’re releasing Muse Spark Open, the most capable US open-weight model to date. Built for coding and agentic work, it excels at long-horizon tasks, complex software engineering, and multi-step reasoning. Key Model Specs: → 816B total / 42B active parameters → 1M token context window → Natively multimodal across text, image, video, audio

My grandfather built McCormick Spices from nothing after your ancestors tomahawked his wife and kids. I'll be damned if you take another scalp from my family fortune!

JUST IN: Vibecoder reverse-engineers Microsoft Office using AI, releasing free, open-source alternatives to Word, Excel, & PowerPoint.

$52M seed round. 15M+ users. But this is what we're most proud of yet. Introducing Drama 3: the most emotive and controllable TTS model in the world And yes, it's open-weight. You can now control how even a single word should sound, change its tone, and shift your voice mid-sentence. Uncle Roger was impressed too. Try it here: s.fish.audio/rqh0l8 Comment “DRAMA” within the next 48 hours for 1 month free. If you're an enterprise your first month is on us: s.fish.audio/qz9r0t

.@VP is calling on America’s best engineers to help solve some of our country’s toughest challenges. Through @USTechForce and @WHFraudTF, we’re recruiting technical talent to strengthen public service, fight fraud, and protect taxpayer dollars. Answer the call. Apply for Tech Force. usajobs.gov/job/888508400?_g…

Today we announced an agreement to acquire Bumble. Over the past six months, we’ve looked at hundreds of companies, asking which businesses would become more valuable as AI advances.  Bumble stood out.  As intelligence becomes more abundant, we believe connecting with the right person and forming meaningful relationships will become even more precious. And frontier technology can help more people find and build those relationships. Our purpose at Ithaca is to apply frontier technology to things that matter. We acquire enduring businesses, transform them with technology, and hold for the long term. We focus on businesses not only for their financial potential but their ability to enrich lives. Whitney and her team have built something extraordinary. Millions of relationships began on Bumble, and we’re honored to help take it into its next era. Together we intend to build the best company in the world for helping people find each other. Let’s get to work.

This model is very very good. I was struggling to find anything to throw at it that it couldn’t do, even when other top models failed. Meta is back.

Introducing Muse Wonder, our new family of frontier models with state of the art performance for personal and professional agentic work.

Dusting off this tweet from April because this gap in shared understanding of LLM capability is *widening*. It's now less "two groups of people speaking past each other" and more a sharp funnel. - Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all. - Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all. Even many professionals outside of math&code are in this tier. For example, execs and many other functions spend a lot of their time talking to other people, so while they understand what is happening intellectually, it is still second-hand and a bit abstract. - Now we get to professional use of frontier-grade LLMs in math&code. Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt. Building apps, copying apps, translating apps, decompiling apps from binaries... This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code. - And finally we get to the ~5,000 people (~0.00006%) with access to frontier-grade systems internally. The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work. Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while. The funnel is driven by a combination of factors: 1. The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about. This aspect drives the consumer / professional dimension of the funnel. 2. The jaggedness of the system (which I have written about a lot separately). Capability peaks in domains that are digital, verifiable and economically valuable. This is because LLM capability emerges from reinforcement learning on verifiable rewards on a curated environment mixture driven by revenue potential. This aspect primarily drives the area (e.g. math&code) dimension of the funnel. 3. Access. Free-tier, paid-tier, internal. So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time.

Some rumors I've heard. I'll start with Google, then Anthropic and OpenAI. Google: Insiders say Google has either cracked RSI (recursive self-improvement) or is very close. Their pace has picked up fast in recent months. They went from GPT-5 level to Opus 5.5 level in months, and speculation is that RSI made that possible. Anthropic: About a week ago, Anthropic started a new pretraining run. It is not Fable 5.5 but what would become Fable 6, or something bigger, to catch up to OpenAI's Bel. OpenAI: Bel (it may have another codename) is the model behind the math results OpenAI published a few days ago, and RSI apparently helped there too. From what I'm hearing, OpenAI, Anthropic, and Google are all very close to cracking RSI or already have. It will get scary and exciting at the same time.

SF Tech Week

The definition of “keep launching” until it works 😂

Codex (Sol 6.1 and Astra) for backend, computer use QA, auditing and bug fixing. Opus 5.5 for ui/UX and some side quests.

This is the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America

Side quests are the best

Amazon shutting down consumer agent access (now both Muse and Instinct) is both completely rational and a big mistake They have plausible reasons: 1. Advertising accounts for ~10% of Amazon revenue, but an estimated 50-60% of operating profit because it's so high margin. People purchasing via agents = fewer consumer eyeballs to monetize 2. Amazon knows from experience how dangerous it is to give another platform a lever to ramp up / down your distribution 👀 They've done this to many retailers themselves 3. They are in a very good spot re: near-term defensibility - with ~250M Prime subs (who are habituated to buying on Amazon) + a massive logistics and distribution network that you can't vibe code However, this logic is short-sighted (IMO). Agents are inevitable, especially for the kind of purchases people make on Amazon (low consideration, frequent, fairly urgent or recurring). I don't think Amazon is going to come out with a first-class consumer agent on their own...and in the meantime, why anger your valuable users and make them even consider alternatives? It's almost never a good idea to be on the wrong side of innovation. I'd much rather see them continue to greenlight agent traffic (it's pretty minimal now!) and work on adjusting to an agent-first world in the meantime.

We got something cooking 🧑‍🍳

For the last 10 years, I have ignored false and misleading stories about me and focused on the work. But the cycle has gotten out of control where old lies get repeated as fact, new ones get added, and the record becomes increasingly distorted. So from time to time, I’m going to respond, not to every allegation. But when the truth matters, I’ll put the facts and supporting information out publicly, and people can judge for themselves.