Things We Read This Week - Jordan Nanos & Hunter Almgren

ClusterMAX: https://www.clustermax.ai/ and https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/ Microsoft can't guarantee data sovereignty https://www.theregister.com/2025/07/25/microsoft_admits_it_cannot_guarantee/ Coding challenge https://techcrunch.com/2025/07/23/a-new-ai-coding-challenge-just-published-its-first-results-and-they-arent-pretty/ Matt Berman...

- security issues with agentic AI in the linux kernel - 10x Engineers but no 10x better applications yet? 10x better slop - AI generated ads? - Zucc poaching researchers like they're athletes - Soram Parekh - Google/Perplexity are killing site referals thanks to AI summaries - future of AI ads - The network is the computer (DPUs)

https://www.iea.org/data-and-statistics/data-tools/energy-and-ai-observatory?tab=Energy+for+AI https://simonwillison.net/2025/Jun/5/openai-court-order/ https://x.com/BenShindel/status/1935486311382556922 https://arxiv.org/pdf/2506.08872 https://x.com/thedanigrant/status/1932584270624927814?s=46 https://x.com/swyx/status/1935468206019461470?s=46

https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic https://techcrunch.com/2025/05/27/ai-may-already-be-shrinking-entry-level-jobs-in-tech-new-research-suggests/ https://www.oligo.security/blog/vibe-coding-shipping-features-or-shipping-vulnerabilities https://simonwillison.net/2025/May/26/github-mcp-exploited/ https://www.anthropic.com/news/constitutional-classifiers https...

https://finance.yahoo.com/news/mark-zuckerberg-says-ai-could-182849726.html?guccounter=1 https://www.theregister.com/2025/01/13/anexia_vmware_to_kvm_migration/?td=rt-3a https://x.com/emollick/status/1879633485004165375 https://www.microsoft.com/en-us/research/blog/mattergen-a-new-paradigm-of-materials-design-with-generative-ai/ https://x.com/mankaran32/status/1879965574731849833?s=46 https://x.com...

https://arxiv.org/abs/2412.19437 https://x.com/alexocheema/status/1872445986041143419?s=46 https://www.nvidia.com/en-us/project-digits/ https://www.cnbc.com/2025/01/08/nvidia-ceo-jensen-huang-is-dead-wrong-about-quantum-d-wave-ceo.html https://techcrunch.com/2025/01/05/openai-is-beginning-to-turn-its-attention-to-superintelligence/ https://x.com/DrJimFan/status/1877068560310079685

https://polymarket.com/event/top-ai-model-on-december-31 https://polymarket.com/event/will-openai-announce-it-has-achieved-agi-in-2024 https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025 https://polymarket.com/event/google-forced-to-sell-chrome https://polymarket.com/event/will-honda-and-nissan-merge https://polymarket.com/event/largest-company-eoy

https://blog.google/technology/research/google-willow-quantum-chip/ https://www.cnbc.com/2024/12/11/why-ai-advancement-could-be-slowing-down.html https://www.youtube.com/watch?v=wT636THdZZo&list=WL&index=2&t=30369s https://x.com/jeremyphoward/status/1866583858298384454 https://x.com/bonegpt/status/1866844055096700998?s=46 https://www.nextplatform.com/2024/12/12/genai-races-ahead-but-en...

https://arstechnica.com/gadgets/2024/12/intel-ceo-pat-gelsinger-steps-down-after-terrible-no-good-very-bad-year/ https://x.com/id_aa_carmack/status/1863999285588595174?s=46 https://www.techpowerup.com/329513/intel-18a-process-node-clocks-an-abysmal-10-yield-report https://www.fabricatedknowledge.com/p/the-death-of-intel-when-boards-fail?utm_source=post-banner&utm_medium=web&utm_campaign=po...

OpenAI deleting evidence https://www.theverge.com/2024/11/21/24302606/openai-erases-evidence-in-training-data-lawsuit NVIDIA says we're years away from AI we can largely trust https://www.businessinsider.com/nvidia-ceo-jensen-huang-ai-trust-several-years-2024-11 Agentic is the new Big Data https://x.com/hortonhearsafoo/status/1860013651920347509 AI barriers to adoption https://x.com/random_walker/...

https://x.com/Tim_Dettmers/status/1856338240099221674 https://www.theregister.com/2024/11/01/microsoft_wooden_datacenters/?td=rt-3a https://techcrunch.com/2024/11/07/amazon-may-up-its-investment-in-anthropic-on-one-condition/ https://www.theregister.com/2024/10/30/reddit_ceo_profit_ai/

The visceral experience of using AI: Claude's computer use, Character.ai killed someone, replacing $1000/hr legal assistants with a $5 API call GPT-5 by December (but Sam's AMA said no), Llama 4 next year, Zuck's cluster is bigger than Elon's TSMC yields in Arizona Bret Taylor raising $4.5B for a chatbot Russia suing Google for $20 decillion

https://x.com/NobelPrize/status/1843589140455272810 https://x.com/morqon/status/1846184256877244704 https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html https://www.cnbc.com/2024/10/15/nyt-sends-ai-startup-perplexity-cease-and-desist-notice-over-content-use.html https://www.forbes.com/sites/patrickmoorhead/2024/10/15/amd-intel-mo...

https://x.com/AlecStapp/status/1842000968654700635 https://www.crn.com/news/components-peripherals/qualcomm-reportedly-approached-intel-about-takeover-deal?itc=refresh https://x.com/aisafetymemes/status/1838947234068443495?s=46 https://x.com/natolambert/status/1837996707780624631 https://x.com/karpathy/status/1841594123381571863 https://www.youtube.com/watch?v=pE3KKUKXcTM https://www.semianalysis....

https:// siliconangle.com/2024/09/16/intel-spin-off-chip-fab-business-unit-aws-signs-custom-ai-chips/ https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html https://x.com/energybants/status/1837109780336222587 https://www.cnbc.com/2024/09/10/oracle-is-designing-a-data-center-that-would-be-powered-by-three-small-nuclear-reactors.html h...

https://x.com/peterberezinbca/status/1829343765653225639?s=46 https://x.com/mattshumer_/status/1831767014341538166 https://www.bloomberg.com/news/articles/2024-08-30/intel-is-said-to-explore-options-to-cope-with-historic-slump https://futurism.com/the-byte/openai-copyrighted-material-parliament https://x.com/RnaudBertrand/status/1831536755729952909 https://www.bloomberg.com/news/articles/2024-08-3...

Twitter taught Tay to be racist: https://www.theverge.com/2016/3/24/11297050/tay-microsoft-chatbot-racist Digital twins for people doing interviews: https://www.linkedin.com/posts/mertgerdan_this-is-ridiculous-just-interviewed-for-ugcPost-7230324149699682306-dJAI?utm_source=share&utm_medium=member_ios ChatGPT's impact on vocabulary: https://arxiv.org/html/2406.07016v1#:~:text=In%20this%20paper...

Intel compared to Boeing: https://www.theregister.com/2024/08/09/opinion_column_intel/?td=rt-3a Nuclear Power Roadblocks: https://www.cnbc.com/2024/08/10/why-tech-companies-are-shopping-for-nuclear-power-for-data-centers.html What a GPU Datacenter looks like: https://www.linkedin.com/posts/olivermolander_datacenters-artificialintelligence-activity-7228050058594643968-b_OP The Bitter Lesson by Rich...

Intel postpones innovation event: https://www.pcmag.com/news/amid-layoffs-and-cpu-controversy-intel-postpones-innovation-event NVIDIA delays Blackwell: https://www.theinformation.com/articles/nvidias-new-ai-chip-is-delayed-impacting-microsoft-google-meta AI’s 600B question: https://www.sequoiacap.com/article/ais-600b-question/ NVIDIA scraping videos: https://www.404media.co/nvidia-ai-scraping-foun...