President & Executive Director @aicollectiveco - growing the world’s largest AI nonprofit community!
San Francisco, CA
Joined March 2024
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Which of these are you testing first?
💰 @Meta just lined up to $95B in equity for the AI buildout.
CNBC tallies underwritten offerings plus a planned at-the-market program as up to $95 billion to fund AI infrastructure and "personal superintelligence."
- Near-term: 250M Series A depositary shares (mandatory convertible preferred) plus $22.5B of Class A common via forward sales; CNBC frames the initial underwritten raise around $35B
- Later: an ATM for up to $60B of Class C, not expected until Class C trading in 1Q 2027
- NVIDIA, AMD and Broadcom indicated non-binding interest in up to an aggregate $5.0B of the Class A common; Meta guided full-year capex to $135B–$145B
Same day as Microsoft's voluntary exit offer, another hyperscaler is tapping public markets at AI-factory scale.
Stress-test your 2027 inference budget against buyers who are also raising tens of billions in fresh equity.
Carlo Edoardo Ferraris (@carloAI) of Natura Umana and Apheth D Almeida of Lucen Robotics join us live today at 9:45 and 10:10 AM PT.
🌿 @mirendil just put 10M tokens on the board with Fern 0.1.
Its first model, pretrained from scratch, opens early access with a context window of up to 10M tokens, about 23 MB of code or ~0.5M lines.
- Aimed at high-volume agentic R&D work: audit training data, debug training logs, read full agent traces
- Mirendil says Mirendil-Base was built by one researcher in 3.5 months with less than $10M in compute, agents writing over 99% of the code, public data only
- Early vendor scores include SWE-Bench Verified 73.4, but Terminal-Bench 4.0 only 6.1 versus Opus 5.5 at 66.4 and Astra at 57.9 on the same table
Context length is a product category again, and this is not your daily coding agent yet.
If you live in training logs and monorepos, request early access; everyone else should wait for the next Fern versions.
🔬 @OpenAI just posted three AI-produced science results, with outside shepherds.
On Oct 26 it said internal models produced discoveries in harmonic analysis, complexity theory and quantum field theory, framed as raw research data, not finished papers.
- Math: a claimed proof of Sogge's local smoothing conjecture in every spatial dimension at least two, with a Lean writeup on GitHub that OpenAI says also resolves Kakeya and Stein restriction in all dimensions
- CS: a claimed refutation of the Exponential Time Hypothesis, under review by a group led by Russell Impagliazzo, Ramamohan Paturi and Ryan Williams
- Physics: a claimed existence proof for interacting QFTs including QCD, with materials held for now by a group led by David Gross
Yesterday Anthropic filed an S-1. Today OpenAI is competing on scientific credibility, not just chat share.
If you sell AI for science, your bar just moved from demos to Lean-checked claims and named outside reviewers.
💻 @OpenAI just shipped GPT-6.1 Terra for everyday computer use.
A fast mid-tier model for visual reasoning, precise computer use and clearer writing, live in ChatGPT Work and Codex and on the API as gpt-6.1-terra at $1 / $5 per million tokens.
- Standard API price is 50% lower than GPT-5.6 Terra and GPT-6.1 Sol, with cached input at $0.05 per million
- On Agents' Last Exam, medium effort scores 15 points higher than GPT-5.6 Terra at about one-third the cost, and matches GPT-6 Astra at one-tenth the price per token while finishing over 3× faster than Astra and Sol on average
- Terminal-Bench 4.0 at max effort hits 50.3%, more than double GPT-5.6 Terra's 21.5%; OpenAI still points the hardest coding to Sol and Astra
This is the make-the-workday-agent-cheap bet, not the pay-for-top-coding bet.
Point one high-volume computer-use workflow at gpt-6.1-terra this week and keep the stack that finishes the task.
🚪 @Microsoft just opened voluntary exits to around 60,000 people.
TechCrunch reports Microsoft confirmed the eligible pool is around 60,000, about 27% of its 223,000-person workforce. That is eligibility, not a confirmed exit count, and Microsoft's own blog prints no headcount.
- The Voluntary Exit Offer covers eligible employees in participating orgs in Canada, India, the UK and the US at level 70 and below
- Employees must decide in early December and leave Dec. 31 if they take it; TechCrunch says the package is similar to Microsoft's standard severance
- Bloomberg via TechCrunch names Xbox, Windows, Copilot and Finance among participating divisions; data centers, sales and marketing are among those excluded
One hyperscaler is asking ~60k people if they want a package while AI capex stays hot. Do not confuse eligible with exiting.
If you sell into Microsoft or hire ex-MSFT talent, map a backup champion before January.
Find an AI Collective event near you 👇
luma.com/genai-collective
Which city should we feature next?
🚀 Halifax gets an AI demo night
On Thursday at 5:30 PM AT (1:30 PM PT) at 1800 Argyle St, AI After Hours: Demo Night lets local builders show what they made.
- Three to five Haligonians get a few minutes each to show the thing, say who it helps, then make one clear ask
- Asks can be testers, first users, honest feedback or an intro
- Hosted with Tribe Network for Halifax's builders, thinkers, doers and AI-curious
Show the thing, tell us who it helps, then make one ask 👉 luma.com/aic-ha-demonight
🇩🇰 Copenhagen founds the Denmark chapter
On Thursday from 8 to 10:30 PM CET (12 to 2:30 PM PT), AI Collective Denmark holds its founding meeting in Copenhagen.
- Align on ambitions and what to expect as the chapter gets started
- Hosted by Claus Mackinney-Valentin and Neelima Misra, with a link for anyone who cannot join in person
- Small founding circle, end time tentative
Help stand up AI Collective in Denmark 👉 luma.com/aic-de-10-29
🛠️ London hacks planning tools communities actually need
On Thursday from 9 AM to 3 PM GMT (2 to 8 AM PT) at Corgi Cafe on Great Eastern St, Hack for Humanity: London builds local planning solutions.
- Shape hospital rotas, food-bank routes and volunteer schedules into planning models with Timefold and an AI-powered MCP server ready on the day
- Describe the problem in plain language and leave with a REST API shaped around fairness, travel and time slots
- Part of The AI Collective's global Hack for Humanity Fall 2026 push
Build the planning tool your community is missing 👉 luma.com/hack-for-humanity-l…
🍷 Fayetteville runs AI like a tasting, not a lecture
On Wednesday from 6 to 8 PM ET (3 to 5 PM PT) at Revival Wine, AI Collective Fayetteville hosts the monthly AI Tasting Room.
- The Flight: one question, three unlabeled AI answers on the wall, then the room votes before the reveal
- The Fix: build the one thing that prevents the problem the Flight just exposed, live on your own screen
- Palate cleanser, a corked-bottle teardown of flawed AI work, then house pour and reserve shelf for deeper builds
No tricks, just what AI can actually do for you 👉 luma.com/aic-fa-10-28
🇵🇱 Wrocław asks whether humans are losing their edge to AI
On Wednesday at 5 PM CET (9 AM PT), The AI Collective Poland hosts AI-Human Synergy at the University of Economics library.
- Three angles: the skills we delegate to AI, risk and responsibility, and who makes the decisions
- Talks from Tomasz Krawczyk of the University of Economics in Wrocław and Konrad Dżbik, Head of AI at CSHARK, then an interactive workshop
- Held fully in Polish, with registration required and limited capacity
How do we work with AI so we get better, not just faster 👉 luma.com/aic-po-10-28
🧭 Singapore maps AI careers that do not need a coding degree
On Wednesday from 6 to 9 PM SGT (3 to 6 AM PT), AI Collective Singapore hosts AI Careers Beyond Coding: Start Your Next Chapter in 90 Days.
- Three paths in one evening: AI consultant, AI marketer and AI builder
- Hear from people doing the work, including Ethan Seow of Relw.AI, a Singapore chapter founding member
- Built for people who want a practical place to start, not another programming bootcamp
New chapter, new skill stack, 90 days to start 👉 luma.com/aic-si-10-28
☕ Toledo keeps Office Hours open before Tech Night
Today from 5 to 6 PM ET (2 to 3 PM PT) at TolHouse on N Summit St, AI Collective Toledo hosts open Q&A for newcomers and active builders.
- No slides and no lectures, just honest conversation about what is working in local AI deployments
- Come early to Tech Nights at TolHouse, held every second and fourth Tuesday
- Hosted with Justin Beaudry; space is limited, so apply even if you have been waitlisted before
Bring a question, an idea, or just curiosity 👉 luma.com/tol-office-hours-10…
🎙️ The AI Collective Podcast goes live at 9 AM PT
Live on LinkedIn, YouTube, X and Instagram with co-host Catherine: this week in AI, what's happening inside The AI Collective, and three guest interviews.
- 9:15 AM PT: Daniel Green, KC Chapter Lead at The AI Collective, on closing the AI adoption gap for operators outside the coasts
- 9:45 AM PT: Carlo Edoardo Ferraris (@carloAI), Founder & CEO of Natura Umana, on Interface, the $99 AI ring that hands tasks to Claude, ChatGPT, Grok Bot and more
- 10:10 AM PT: Apheth D Almeida of Lucen Robotics, on an open-source modular kit that rebuilds from the same actuators into a biped, wheeled base, quadruped or arm
From adoption to wearable agents to open robotics, live this morning 👉 luma.com/genai-hwiv
🧵: Here are the events happening at @AICollectiveCo today and this week around the world
9 events. 6 time zones. 1 week 🌍👇
dario as soon as the S-1 hits
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
The AI Collective Podcast with AJ & Catherine xitter.cf/i/broadcasts/1yKAPwLYm…
