Leworldmodel Stable Endtoend Jointembedding Predictive Architecture From Pixels
βPaper review: LeWorldModel: Stable End-to-End Joint-Embedding Predictive Architecture from Pixelsβ
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βPaper review: LeWorldModel: Stable End-to-End Joint-Embedding Predictive Architecture from Pixelsβ
βRead more: https://www.anthropic.com/research/diff-toolβ
βreached by phone shortly before their paper went live, before rushing off to celebrate. https://t.co/4WHulKAPuKβ
βHierarchical Planning with Latent World Modelsβ
βSee the full paper here: https://arxiv.org/abs/2602.11729β
β# The five phases of enterprise AI maturity β and how get past βthe production wallββ
βBut I think a lot about uh this artist Finch wrote this blog post, how to become an artist.β
βMy self-sovereign / local / private / secure LLM setup, April 2026 https://vitalik.eth.limo/general/2026/04/02/secure_llms.htmlβ
βPaper: https://arxiv.org/pdf/2602.10387β
βDiagrams from here: https://arxiv.org/pdf/2509.09677β
βSo with that being said, I want to introduce this benchmark we did CI memories which is a contextual benchmark for um it's a comp competitional benchmark for contextual integrity of persistent memory β¦β
βThere is this very nice paper by Stella from Luther and some other folks um on it's called deep ignorance. So like if you don't want the model to learn something you really just shouldn't put it in thβ¦β
βBig deal paper here: field experiment on 515 startups, half shown case studies of how startups are successfully using AI.β
β# OpenAI Buys TBPN, Tech and the Token Tsunami _Blog post by Ben Thompson_ https://stratechery.com/2026/openai-buys-tbpn-tech-and-the-token-tsunami/β
βLook at the data before spewing nonsense that exposes your ideological brainwashing. https://www.sciencecoalition.org/2025/04/29/sparking-american-economic-growth/#:~:text=Federal%20funding%20for%20baβ¦β
βBenchmark performance is actually limited by token usage. https://joelbkr.substack.com/p/many-benchmarks-scores-would-appear?r=i5f7&utm_medium=ios&triedRedirect=trueβ
βHeterogeneous architectures enable a 138x reduction in physical qubit requirements for fault-tolerant quantum computing under detailed accountingβ
βI think uh maybe Microsoft just released a huge 40-page white paper [music] looking at the jobs that are most likely to be displaced and the ones that are least likely to be displaced.β
βmy friend Sacramento district attorney tenan ho invited me to join him in the audience of the highest court in the land the Supreme Court to hear them discuss exactly these cases Grant's Pass and Martβ¦β
βmy friend Sacramento district attorney tenan ho invited me to join him in the audience of the highest court in the land the Supreme Court to hear them discuss exactly these cases Grant's Pass and Martβ¦β
β# Hong Kong Stocks: Structure & Strategyβ
βThere was actually a very nice Wall Street uh journal article making fun of the controversy. I think it was achieving quantum wokeness is the name if you look it up. It was actually very nice editoriaβ¦β
βThere was actually a very nice Wall Street uh journal article making fun of the controversy. I think it was achieving quantum wokeness is the name if you look it up. It was actually very nice editoriaβ¦β
βSo in fact a year ago we published a paper you know how to build a quantum supercomput which kind of told from the the basic end all the way up to algorithms on how to build everything.β
βThe Toxic Twins Recurrence: Fannie Mae & Freddie Macβ
β# Foundations: U.S. Market Structure & Valueβ
βI have one or two papers with Seth Lloyd on on connections between neural Nets and and Quantum Computing I think it's a very interesting topic but I don't think it has any practical \uh value in the sβ¦β
βFinally he has also written pedagogically explorations of Transformers and the S4 modelβ
βAI Predictions 2025: Comprehensive business forecastingβ
βSOFI: Eleven Questions, Zero Answers (SOFI US)β
βwe have the light paper that folks are probably reading right now and we've released some images of our first chips hereβ
βSo this seminal white paper which was done by a staff software engineer and his team β titled retrieval augmented generation in knowledge graphs for customer service question answering.β
βAnd then this this is another white paper as well from the Microsoft research team in the office of the CTO. So it talks about the benefits of using graph and graph rag over traditional rag for query β¦β
βFinally he has also written pedagogically explorations of Transformers and the S4 modelβ
βthere's this very nice paper published called uh rasp where they developed a basically a programming language that simulates Transformer operationsβ
βthis beautiful paper of uh child's cleave diodo farti gutman and spielman from 20 years ago gave an example of an exponential speed up with a quantum lock and the graph they they consideraβ
βThere is a tutorial on this that is was written and and and and given at a recent conference by one of my colleagues at Fair called Brandon Amos Amos \n very interesting conceptβ
βyou can do a more efficient implementation based on ring lwβ
β# GLM-5.1: Towards Long-Horizon Tasksβ
βyou can modify the basic protocol to incorporate the bell type you know chsh gameβ
βyou can implement trapdoor clause functions based on classical cryptography and in in particular you can base based them on lwe learning with errors which is one of the prime candidates for post quantβ¦β
βWe perform full spectral modeling on the near-peak-light optical and NIR spectra of the SN Ic 2014L to quantitatively constrain helium and other outer-ejecta properties, using the radiative transfer cβ¦β
β_Blog post by Andreessen Horowitz_ https://a16z.com/the-state-of-generative-media-2026β
βIn a wide-ranging Forbes profile, covered by the rundown, Altman said if OpenAI's goal is building AGI that can run companies, his own company should be first in line.β
βRead about our work on warp decode: https://cursor.com/blog/warp-decodeβ
βSo not too long ago the two of you published a paper titled Mathematical Methods and Human Thought in the age of AI. What problems or areas urged this and why now of all times?β
βBut, what I recommend people who want to learn more about it is is read Dario Amodei's two essays.β
βHe's written two really really thoughtful and essays on firstly the machine's loving grace which talks about the aspirations of AI and how much it can opportunities.β
βIntroducing Nested Learning: A new ML paradigm for continual learningβ
β_Blog post by Mustafa Suleyman_β
βThe seminal paper on the meaning of the vector potential by E. J. Konopinski is revisited.β
βThe Next Era of Nuclear Arms Controlβ
βWe talk about that in our blog post \"linear solving for fun and profit.\" Which talks about the the linear solver that manages the sort of construction and and maintenance of this pool of instances iβ¦β
βAnd there's a paper about this called slacker from about 10 years ago \"that\" talks about \"the\" problem that like if you if you look at the like total size of some container image \"it\" may it mayβ¦β
β# What Companies Can Learn from Their Biggest Fansβ
βI wrote a paper called define gravity available out on the internet you can find it.β
βAnd that's that was my mistake because I I mistook β my business for my family and it's like no your f this is not family this is a sports team like we have to be like the championship warriors right β¦β
βIf Primary Care is the Health Systemβs Front Door, Why is it Last in Line for Investment?β
βI'm not sure if you managed to read all 20,000 words of his essay that he put out last week. Uh I think a best good use of Claude would be to put it in there and crunch it down a little bit into the mβ¦β
βthis study was done by Ben Lavine out of UT Southwest and Dallas. And it's a really to me it's just it's seminal groundbreaking study that isn't talked about enough.β
βThe excellent agreement over the intensity range 10 TWcm-2 to 10 PWcm-2 with the recent predictions of A. S. Kornev et al [Phys. Rev. A v.68, art.043414 (2003)] provides the first experimental confirmβ¦β
βWhere AI data centers are reducing power billsβ
βYou can look up situational awareness the decade ahead. It was penned and published online June 2024. And the number of actual hits, predictive hits that Leopold had is staggering.β
βUh one paper recently that uh has come out in this general flavor is from deepseek. This is SPCT self-principled critique tuning.β
βIn a recent article, Iyama and Marczinzik showed that a lattice is distributive if and only if the incidence algebra is Auslander regularβ
βa notion first introduced and studied in a work of Ajitabh, Smith and Zhangβ
βI actually looked back at the World Economic Forum's future of jobs report 2025, which surveys over 1,000 employers across 22 industries and 55 economies.β
βSo researchers at Stanford actually published what they call the Canaries paper.β
βNow, by Anthropic's own research published in March of 2026, this actually confirmed the pattern. Their labor market paper found that no systematic increase in unemployment for highly exposed workers β¦β
βBen Thompson of Stratecery has a recent piece out titled TSMC risk in which he calls out TSMC's conservatism has costing the American hyperscalers hundreds of billions in revenue.β
βlike there's some bench there's a benchmark called T2 bench that is very popular in the the eval world where it's about customer service agents involving a databaseβ
βthe folks at Arc Institute are just came out today with a paper we'll call about EVO 2 which is like a a genomic model.β
βthat's why I want to introduce you to this awesome research HubSpot did on the AI adoption in email marketing report. It is fascinating report for you to understand for a vertical like email marketingβ¦β
βTo address this, we propose Stage-aware Hierarchical Advantage via Potential Estimation (SHAPE), a framework that formalizes reasoning as a trajectory through a state space of empirical solvability.β
β# Marc Andreessen: Why Perfect Products Become Obsolete _Blog post by Marc Andreessen_β
βThis paper proposes {\sf TriDeliver}, the first hierarchical cooperative framework...β
βWe present LocateAnything3D, a VLM-native recipe that casts 3D detection as a next-token prediction problem.β
βThe whole breakthrough with Google and attention is all you need paper with transformers, a lot of it had to do with this.β
βSo in uh nature um nature neuroscience. So, pretty super credible uh publication. And the paper was published called adversarial AI reveals mechanisms and treatments for disorders of consciousness.β
βNow, let's come back to this article by Jyn. By the way, I recommend that you read it.β
βin 2015 in one of the shareholder letters that are by the way a phenomenal resource for everyone and you guys should read it.β
βJohn Huber, who's one of our favorite investors... he did a really great job in a series of blog posts back in 2016 explaining basically how to think about ROIC... I would encourage anyone wanting to β¦β
βOur work underscores the importance of rigorous harmonization efforts in large-scale studies, and we encourage future investigations of HBCD data to control for these effects.β
βWe study both domain-specific expert personas and low-knowledge personas, evaluating six models on GPQA Diamond (Rein et al. 2024) and MMLU-Pro (Wang et al. 2024), graduate-level questions spanning scβ¦β
βWe evaluate model performance on GPQA (Rein et al. 2024)β
βUsing the result of Burer (2009), we express the EV charging as a completely positive program (CPP), whose dual is a copositive program (COP).β
βI published this piece today in foreign affairs about how Iran's winning the escalation war. So it just came out just a few hours before we came on.β
βI posted an in-depth article about this... on our block at Weights & Biases one b.com, you can take a look and read exactly what is going on.β
βGarpathy had a blog post... It's called a digital hygiene where he goes through just some basic things that you and I can do to make sure we're more secure online.β
βWe'll include a link to the paper and the thread in the show notes. Simple economics of AGI.β
βyou alluded to a you're linked to a Tanner Greer post about sort of different factions in Trump's camp who think differently.β
βI encourage people to look at the copper plates uh that are dated. This is mainstream normal history. The uh Mississippi mound culture and the copper plates found in Cahokia.β
βthe current draft title is long timelines to advanced AI have gotten crazy short and hopefully by the time this comes out, it's publishedβ
βI liked ideas as well from Daniel Cocatello and Dean Ball had a, you know, a sort of joint piece on transparency. I thought some of the things they pointed out there...also makes sense to me to have tβ¦β
βhe's written about it for folks who want to go into that in more depth.β
βthis paper is a led by a colleague of mine called Emmy Pbasco...The paper is about what gets called decision support systems.β
βThe main paper was really interesting. Basically for folks who didn't read it they had a few different things in there but the key idea this MAME idea I think was like mutually assured AI malfunctionβ
βHarvard Business Review, they put out this article called AI doesn't reduce work, it intensifies it.β
βthis research paper came out from MIT here called Your Brain on Chat GPT, accumulation of cognitive debt when using an AI assistant for essay writing tasks.β
βa research paper was published in the Journal of Futures Markets that basically nobody read. Its title was the dollar's double life. Not all dollar appreciations are born equal for the crosscurrency bβ¦β