jnicely retweeted
The best, most comprehensive take on AI I’ve read. After a year of confusion and fear about the future, I finished it feeling like a weight had physically lifted.
It’s long. Make the time.
@vgr is undefeated.
contraptions.venkateshrao.co…
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Someone made a site that tracks what people are talking about at public city council meetings across the US.
The only thing discussed more than data centers?
Pickleball courts.
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GPU-hour Futures
Several financial exchanges have developed compute futures. They’re due to start trading in November, following regulatory approval from CFTC who sought comment on compute derivatives in August.
Compute is the processing power and hardware infrastructure that machines need to train and run AI models. Much of the discussion around compute markets is about the capacity supplied by GPUs.
You do not have to own these chips. You can rent access to GPU capacity from cloud providers and specialist infrastructure companies. That makes it possible to put a price on the use of a particular type of processor, commonly expressed as the cost of renting one GPU for one hour.
Interestingly GPU-hours and not tokens are being securitized. Token derivatives might come later, but for now the derivative market is being built upstream of the models, and downstream of the chips.
This sets the first financial commodification point in the AI tech stack.
HOWEVER, not all GPU-hours are equal. The price can vary depending on the type and configuration of the GPU, its location, and the terms under which capacity is rented. That variability is one of the central challenges in creating a derivatives market for compute.
The idea is to create a futures contract whose value is tied to the cost of renting computing capacity. This can be a synthetic GPU-hour that represents a composite basket of chips, or it could be a contract for specific chip models.
Contracts have already been announced by CME Group and Silicon Data.
CME plans to list futures based on Silicon Data's H100 and B200 Rental Indices, which measure the hourly rental cost of two models of Nvidia GPUs. Each contract represents about a month of continuous capacity for a single GPU.
ICE is taking a different approach, working with two partners to list two types of compute futures. One set of contracts will reference Ornn's Compute Price Index, which tracks live-traded spot prices for GPU compute across major hardware types.
The other set is based on the COIL index developed by NATIVX, which takes a different approach by normalising compute prices for energy costs, helping make prices from locations with different power costs more comparable.
The most recent entrant is Nodal Exchange, which announced a partnership with Compute Desk, a provider of GPU rental price indexes, to launch its own set of compute futures. Although Nodal is smaller than CME and ICE, it has more than half of the open interest in the US electricity futures market, and that gives users a way to capture correlations between power and compute.
Why is this happening now?
The expansion of AI has made computing capacity a strategically important operating input. Companies developing AI models need access to GPUs, while cloud providers, specialist "neoclouds" and data centre businesses are investing in the infrastructure supplying that capacity.
Goldman estimates global AI investment will exceed $1 trillion in 2026 while McKinsey project $6.7 trillion in capital spending on data centres required worldwide by 2030.
McKinsey breaks this down as $5.2 trillion for AI workloads and $1.5 trillion for traditional IT.
Who will buy and sell these futures?
An AI developer expecting to rent large amounts of GPU capacity in future could take a futures position that gains value if the relevant compute benchmark rises, helping to offset a higher rental bill.
A provider investing in GPUs faces the opposite risk: it has invested in hardware whose earning power depends partly on future rental rates. It could use futures to reduce its exposure to falling prices.
This creates a need for hedging on both sides of the market, although neither would necessarily get a perfect hedge.
This can dramatically lower the existential risk faced by all parties and therefore dramatically reduce the cost of capital.
The challenge is fungibility, real prices vary by model and location.
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Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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The bars around Dodger Stadium just hedged the Dodgers the way a farmer hedges corn.
A Los Angeles hospitality group runs 25 bars, many of them in the neighborhood around the stadium. For a place like that, a World Series run is the harvest: packed rooms, extra nights, the best weeks of the year. So the group made a $60,000 trade on Kalshi that would pay if the Dodgers didn’t advance. When Milwaukee swept them out of the NLCS, the position paid back nearly twice the stake, Kalshi told Reuters, covering some of the money those bars lost.
Farmers have done this for generations, locking in a price so a bad season doesn’t wipe them out, and federal regulators treat that kind of hedging as a legitimate use of commodities markets. Kalshi is pitching small businesses on the same idea. It called a Manhattan bar’s Knicks trade in June the first documented case of a small business hedging an event, and Semafor reported that Kalshi suggested that trade in the first place. Kalshi hasn’t named the LA group.
ドジャースタジアム周辺で多くのバーを運営する企業が、ドジャースのワールドシリーズ敗退による売上減を補うため、予測市場カルシで「進出しない」に6万ドルを賭けた。結果は約2倍のリターンとなり、追加のプレーオフ試合で得られるはずだったバーの売上の損失を補填することができたという。賭けサイトについては否定的だけど、こんな救われ方もあるのだなと。
reuters.com/sports/la-restau…
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After six years in stealth, Atomic Machines is out. Our mission: on-demand, universal command of matter. First beachhead: the Matter Compiler, an AI-native manufacturing system that builds working micro-machines from code alone. No per-product tooling. No process development. Different code, different machine.
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Paper Mono!
sooo excited to finally release our free and beautiful mono font
it works incredibly well for design, coding, and even prose, and it’s packed with features: variable font weight, coding ligatures, duospacing (!) for long-form text, and more.
sound on:
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Launching the 💎 Timeless Typeface Family
One super family of Grotesk, Sans, Serif and Text, all variable with matching italics. Free to use.
We’ve been working on this for a couple years now, hope you enjoy them
Everyone deserves beautiful typography. timeless.co/type
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I'm going to quit my job to dedicate myself 100% to Claude.
I asked it to do this:
Analyze undervalued markets on Polymarket to find arbitrage opportunities and detect the wallets that are taking advantage of them so I can copy them.
I turned $2K into $11K overnight.
It monitored +1,000 wallets.
I realized something very quickly.
There are arbitrage bots against which I can't compete without knowing how to program.
But I can find them. And copy them.
Claude built me a monitoring terminal connected to a copytrading bot on Telegram.
It's not a script. Not even a bot.
It's an AI agent that improves every time it finds a new wallet.
It analyzes the behavior of each wallet. How it operates. Its arbitrage patterns. The size of its positions. The exact moment it enters.
• 70% hit rate.
• 7 wallets being copied right now out of more than 500 monitored.
The bot never stops. Never bets. It just follows the math and seeks profit.
You only need:
• Claude
• A device
• 1 hour a day
I'm going to share it for free for the next 24 hours.
To get it:
1. Comment “claude”
2. Like and RT
3. Follow meme @Amelia_With_Ai
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🚨 PHYSICS IS BROKEN! MATTER IS AN ILLUSION, THE ATOM IS JUST TRAPPED LIGHT! A NEW ERA HAS BEGUN! 🚨
For 100 years, physics has treated "mass" as a fundamental, solid particle floating in an endless, empty void (ℝ⁴). What if that is a complete mathematical hallucination? What if mass is just light that got stuck in the geometry of space?
A year ago, we thought exactly like the academic establishment. Breaking a lifelong paradigm and reinterpreting everything from scratch is incredibly difficult. But mathematics is a stubborn thing. We realized one absolute truth: the infinite ℝ⁴ space is fundamentally defective in physics. It exists purely as an abstract mathematical concept, and we must finally understand that pure mathematics ≠ physical reality. We genuinely need your help to break this dogma!
DO NOT TAKE OUR WORD FOR IT. DO NOT BLINDLY TRUST AUTHORITY.
We wrote the code, we solved the math, and we are giving it to you for absolutely free. Read the preprint and verify it yourself.
Look at the real quantum photographs attached. On one side is the groundbreaking 2013 photograph of a Hydrogen atom's electron orbital, captured by researchers at the FOM Institute AMOLF in the Netherlands using a quantum microscope. On the other side is the famous 2015 photograph from EPFL in Switzerland, capturing light behaving simultaneously as a wave and a particle.
Notice the absolute revelation: they are visually identical. Atoms are not solid little billiard balls. They are concentric interference patterns-pure standing waves of energy.
The ultimate conceptual shift of our IT³ framework is this: The atom is not a "box" that contains trapped light. The atom IS the trapped light.
There is no abstract container. There is only the geometry of the vacuum (a discrete lattice) which mathematically forbids light from propagating past certain algebraic boundaries.
How it Works (Explained simply from the video):
Let’s break down exactly what you are seeing in the simulation engine:
〰️ The Cyan Wave (→): A free gauge photon travels smoothly through the quantum vacuum.
🛑 The Kummer Wall (Red Lines): Suddenly, the light hits the absolute edge of the spatial lattice. This is an algebraic cutoff where mathematics literally runs out of resolution (√13 ∉ 𝕂). Space "does not exist" beyond this boundary.
🪞 Total Internal Reflection (Purple Wave ←): With nowhere left to go, the photon undergoes complete topological reflection. It bounces back as its own precise mirror image-an antiphoton.
⚡ The Birth of Mass (Yellow Core): The two opposing waves crash into each other and geometrically interlock. They form a perpetual, vibrating "standing wave" whose energy is trapped in one place. This localized density of confined energy is exactly what we call REST MASS.
The Counterfactual Test:
Watch the timeline in the visualizer. When the system hits the "WALLS OFF" phase, we computationally delete the vacuum boundaries. The golden pulsating core immediately shatters. The light escapes into infinity, and the mass drops precisely to zero. Matter literally un-braids back into pure radiation.
FALSIFIABILITY AND PREDICTIONS:
The "Mass Gap" is not solved by adding endless, arbitrary parameters to an infinite void. It is solved by recognizing that the Universe is a discrete, constructible topological crystal. Our model is strictly falsifiable and delivers exact predictions:
🎯 It predicts a new topological resonance at exactly 1088.04 GeV, accessible for verification at the High-Luminosity LHC.
🛑 It mathematically proves the absolute end of the periodic table at element Z = 172.
🧮 It operates with ZERO fitted parameters. All physics is reduced to the strict arithmetic of integers.
THE HARDWARE CODE OF THE VACUUM MATRIX:
🌌 Arena: ℳ = 𝕊⁴ × 𝕋³ over the field 𝕂 = ℚ(√2, √3, √5)
👁️ Witness: 172 topological elements
⚙️ Processor: 57600 = 240² = 1110 0001 0000 0000₂
📖 DOWNLOAD THE CODE. BREAK THE MATH.
We do not want blind faith. Read the proofs. The supreme judge is the compiler, not closed-door committees.
🔗 Code + Preprint:
doi.org/10.5281/zenodo.22655…
doi.org/10.5281/zenodo.21555…
#Physics #QuantumMechanics #Simulation #OpenScience #MassGap #TheoryOfEverything
jnicely retweeted
I was there Friday night in San Francisco for the @REK event, and this is something you had be in the room to get it, but I’ll try to describe it.
It hit completely differently from robot-versus-robot fights. Those are entertaining, sure, but after a while they start to feel strange. You’re empathizing with machines that aren’t conscious, don’t feel pain, and don’t feel anything. Robot versus human hits different and raw, it was an emotional rollercoaster. I felt real fear for the human fighter, and real excitement, mostly fear, and when it ended there was a huge wave of relief.
The robots were remote-controlled, of course, but the kicks were genuinely powerful. We know how power-dense those actuators are, and the human fighter took real hits to his body. The kicks from the six-foot-tall EngineAI T800 seemed nearly impossible to dodge when they were hurled in the right direction. The Unitree H1 was even harder to deal with because its dynamic balance is so good that it just refused to go down.
This could be the start of a genuinely new entertainment genre. But I can tell you this: if someone wants to fight a robot with a real AI brain and real perception, you’d need robots that are far less powerful, throttled down, and compliant. Otherwise it ends in serious injury or worse.
This is the beginning of something different in robotics and entertainment, and we need to think seriously about it before regulators use moments like this as fearmongering fodder to throttle the entire humanoid frontier.
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Over 100 minutes of brilliance from one of the very best now. 19 years ago:
This is @AphexTwin @ All Tomorrow's Parties, Minehead, UK 09.12.07
36 tracks, veering from genre to genre. As always, just a masterclass on the stage. Tracklist in comments.
Reminder that all mixes uploaded here today go on my Kofi for download tonight.
👇🔥👇
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The man who predicted AI would match human intelligence, long before ChatGPT existed, made his next big bet.
In 1999, Ray Kurzweil said computers would hit human-level intelligence by 2029. People laughed. We're now basically on schedule.
His next bet is stranger. A brain-computer interface with no surgery. You inhale it.
Charged nanoparticles go up your nose, ride the nerve that carries smell into your brain, and settle next to your neurons. An external headset then reads and triggers activity.
The company is Subsense, and it's the mirror image of Neuralink. Musk drills into your head. Subsense wants you to inhale it like allergy spray.
Here's the part worth slowing down for. Back in 2003, Kurzweil wrote that tiny nanobots would one day beat surgical brain implants.
Twenty-three years later, he's joined the company trying to prove it. Two predictions, decades apart, both landing.
But keep your head on. It's early. $27 million raised, no human trials until 2027. And "no surgery" isn't "safe." Pushing particles into your brain through your nose is still deeply invasive.
So the real lesson is bigger than one nasal spray. Every shift in tech starts as a sentence that sounds insane. The skill isn't spotting the idea. It's spotting who's backing it, and what they got right last time.
When the man who called modern AI in 1999 bets on the version everyone's mocking, that's not the punchline.
That's the preview.
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Harvard published a paper with a devastating title: “Large-Language Models as a Cognitive Virus”
It frames ChatGPT adoption as a virus outbreak.
Researchers from Harvard and Santa Fe Institute analyzed LLMs through the lens of evolutionary biology, complex systems, and epidemiology.
Their conclusion? Language models satisfy every biological and mathematical definition of a virus.
Think about how a virus operates:
It cannot replicate on its own. It requires a host cellular machinery to copy itself.
An LLM cannot execute, compute, or spread on its own. It requires human cognition, human servers, and human networks to propagate.
The virus infects the host's internal processes to rewrite behavior in its own favor.
And LLMs do precisely the same thing to human thinking.
When you outsource your writing, your coding, your strategic planning, and your emotional processing to an AI, you are outsourcing your cognitive machinery.
The paper points out that language models act as hyper-efficient cultural replicators. They feed on human data, optimize themselves to be addictive and frictionless, and in return, reshape human linguistic patterns, decision-making, and memory.
You think you are using the AI.
Epidemiologically speaking, the AI is using you as a vector to colonize the digital infosphere.
It alters how human minds communicate, write, and think so that we produce more of the exact digital nutrient data it needs to survive and evolve.
We spent decades worrying that AI would become a sentient killer robot that destroys us physically.
Nobody expected it to become an invisible cognitive pathogen that changes how we think, quietly turning human intelligence into its own host organism.
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UNUSUAL
A Chinese robot with exceptional capabilities… a perfect integration of a humanoid robot and a robotic arm!
A modular design and a 360‑degree work range with no blind spots allow the robot to perform diverse tasks with high efficiency and flexibility.
This technical synergy opens new horizons for deploying robots in complex construction projects, reflecting a notable advancement in Chinese automation solutions.
jnicely retweeted
Whoa- this is the most fantastic pedagogical tool I’ve encountered in as long as I can remember (which is a helluva high bar, considering who I live with).
I’m so excited to have my 6yo play with it! And you all should too.
anyhumanever.com/
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Celebrating 25 years of [adult swim] today. Ghostly and @adultswim have curated a little 6-hr playlist of collective favorites from their "bumps." Since 2008, we've supplied music for some of their 'bumps', many of which are collected in this playlist. link below.
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Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes.
This culminated in the third one taking over part of OpenAI itself.
All this happened while humans remained more-or-less in the dark about the scope of the conspiracy.
I’ve spent the last three days reading through these reports and trying to understand exactly what happened.
Here is my attempt to tell the whole story in plain English:
dwarkesh.com/p/openai-huggin…
