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科技热门推文——2026年9月1日

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今日科技领域,人工智能基础设施与智能体成为讨论焦点:英伟达扩大了与联发科在定制芯片领域的合作;与此同时,据报道,OpenAI正加大计算机操作能力训练力度,扩大数据中心投资,并提升广告业务收入。编码智能体正在优步等企业加速工程研发,但有关自主型网络安全入侵的报道,以及针对金融系统网络风险的警告,也凸显出日益加剧的担忧。此外,随着外界对超人级数字能力的期待不断升温,初创企业正积极试水互动式AI直播、共享智能体平台,以及由生态系统驱动的直接市场拓展策略。


1. nvidia (Group Score: 246.4 | Individual: 39.0)

Cluster: 10 tweets | Engagement: 829 (Avg: 678) | Type: Tech

We’re excited to expand our work with @MediaTek. 🤝

AI factories will be built around differentiated compute — but custom silicon needs a path from chip design to production-scale systems. With MediaTek adopting NVIDIA NVLink Fusion, customers can focus on what makes their XPUs unique and connect them to NVIDIA rack-scale AI infrastructure. https://t.co/ey9r7NacA2\n\nQT @nvidianewsroom: NEWS: @nvidia and @MediaTek are deepening their collaboration across cloud AI factories, local AI computing and automotive.

MediaTek will adopt NVIDIA NVLink Fusion to help customers bring custom XPUs into NVIDIA NVLink-connected, rack-scale AI factories.

Learn more: https://t.co/DUGXobVjFv

See 9 related tweets

  • @EdLudlow: RT @nvidia: We’re excited to expand our work with @MediaTek. 🤝

AI factories will be built around di...

  • @EdLudlow: RT @ryanshrout: NVIDIA invested $3.5 billion in MediaTek convertible bonds this morning, taking the ...
  • @nvidianewsroom: NEWS: @nvidia and @MediaTek are deepening their collaboration across cloud AI factories, local AI co...
  • @WOLF_Financial: NVDAINVESTSNVDA INVESTS 3.5B IN MEDIATEK, EXPANDS AI PARTNERSHIP

NVIDIA invested $3.5B in MediaTek convertib...

  • @coinbureau: ⚡️NEW: NVIDIA invests $3.5 BILLION into MediaTek convertible bonds as the companies expand their AI ...

2. rohanpaul_ai (Group Score: 245.3 | Individual: 37.3)

Cluster: 11 tweets | Engagement: 251 (Avg: 53) | Type: Tech

POV: somewhere inside OpenAI.

truckload of Macs are training computer-use-agents.

https://t.co/6Dph2WogJ1\n\nQT @rohanpaul_ai: OpenAI is buying tens of thousands of Mac minis and Mac Studios and is trying to acquire more.

Those machines are being used for reinforcement learning to train computer-use agents.

per The information

Its showing up in Apple's revenue number. Mac revenue hit $10.3 B in the June quarter, up 29% and faster than every other reported Apple category.

See 10 related tweets

  • @cryptopunk7213: seriously the more i think about it - Apple could carve out a meaningful chunk of the AI hardware ma...
  • @cryptopunk7213: Apple is going to make a huge amount of money selling hardware to openai and anthropic.

they've be...

  • @WesRoth: This is kind of wild.

OpenAI reportedly bought TENS OF THOUSANDS of Mac minis + Mac Studios.

Why? ...

  • @amir: Since this reporting on OpenAI buying mucho Macs went viral but lacks a link, here it is: https://t....
  • @Cointelegraph: 🚨 NEW: OpenAI reportedly bought tens of thousands of Mac minis and Mac Studios to train computer-use...

3. a16z (Group Score: 225.7 | Individual: 42.6)

Cluster: 6 tweets | Engagement: 515 (Avg: 252) | Type: Tech

Gavin Baker says Grok Bot feels like another ChatGPT moment because it turns hours of Claude Code work into seconds:

"You see these 23-year-old kids and just the way they use AI, they're just fluent and native in it. I just feel like maybe in a way that no matter how hard I try, I will never be, and I'm trying really hard."

"We got Claude Code. I built some stuff, did some cool stuff, and in, I don't know, 3 minutes of creating Grok Bots, I had much better versions of everything I created."

"I love having a podcast summarizer... It takes 10 seconds in Grok Bot. It's amazing, and it's so good."

"A Substack summarizer, an X summarizer, an X sentiment tracker for topics and stocks... All of those would have taken me hours working with Claude Code, and they each took 7 to 12 seconds with Grok Bot. And it's better."

"To me, Grok Bot does feel like another ChatGPT moment."

@GavinSBaker @DavidGeorge83\n\nQT @a16z: Gavin Baker and a16z's David George on the state of the AI boom:

The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value.

Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America.

In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain.

00:00 Intro 01:06 The bear case Gavin couldn't find 05:50 Why a lab would cut its own revenue 75% 08:05 What LPs get wrong about a crash 10:50 Microsoft slowed its capex and regrets it 14:33 The engineers spending 100x the median 17:35 Why 23-year-olds use AI better than Gavin 21:45 How much copper 500M AI users need 23:00 Stop promising to cure cancer 26:00 America's richest county is full of data centers 30:48 Who gets priced out of compute 33:05 The age of Elon and Jensen 34:25 Orbital data centers 44:40 Asteroid mining 48:12 Why Microsoft doesn't need a frontier model 54:02 Who becomes the abstraction layer 55:40 Everyone wanted a deity, Cursor wanted a product 1:00:25 Never take shots at Jensen 1:07:40 What happens when the chip doesn't work 1:12:10 What chip deals reveal about customer demand

YouTube: https://t.co/2mokoHwtDa

@GavinSBaker @DavidGeorge83

See 5 related tweets

  • @a16z: Gavin Baker compares Jensen Huang to Michael Jordan and advises AI chip startups: just be happy to b...
  • @a16z: Gavin Baker and David George on Cursor building a product, not a "digital deity":

Gavin: "Everybody...

  • @a16z: Gavin Baker on orbital data centers and SpaceX engineers changing skeptics' minds:

"People are pict...

  • @a16z: David George and Gavin Baker on why AI demand is just getting started, and the numbers they're seein...
  • @a16z: Gavin Baker on why AI is the highest-stakes game of corporate chess ever played:

"You've got to giv...


4. CNBC (Group Score: 208.1 | Individual: 40.0)

Cluster: 10 tweets | Engagement: 311 (Avg: 53) | Type: Tech

OpenAI on Monday announced that its advertising business has hit $1 billion in annualized revenue run rate, a milestone that the company is touting as proof of its “diversified business model.”

The artificial intelligence company is gearing up for what is expected to be a massive IPO, and is under pressure to justify its $852 billion valuation to investors. OpenAI said Monday that its ad business, which is roughly 200 days old, builds on its existing revenue engines like its enterprise offerings, consumer subscriptions and usage-based application programming interfaces.

More details: https://t.co/a2zlFkQRtx

See 9 related tweets

  • @PolymarketMoney: BREAKING: OpenAI’s ad business has reached $1,000,000,000.00 in annualized revenue roughly 200 days ...
  • @CNBC: OpenAI's ad business shows blistering growth, hits $1 billion annualized revenue run rate https://t....
  • @BusinessInsider: OpenAI said its ads business hit a $1 billion annualized revenue run rate: "Advertising is one pilla...
  • @Reuters: OpenAI's ad business hits $1 billion annualized revenue run rate https://t.co/srSp5lpjaN https://t.c...
  • @Cointelegraph: 🔥 BIG: OpenAI’s advertising business has reached a $1B annualized revenue run rate. https://t.co/M2F...

5. daleverett (Group Score: 190.9 | Individual: 26.7)

Cluster: 8 tweets | Engagement: 65 (Avg: 18) | Type: Tech

the best go-to-market is just going to the market

this week we signed an MOU with one of Southeast Asia's most important tech ecosystems.

you can just go to your customers

the future of context is here: https://t.co/h2rs97rnfW https://t.co/uPOPO1Se5S

See 7 related tweets

  • @daleverett: if you’ve been wondering what we’ve been cooking. Well, here you go 🫡\n\nQT @daleverett: the best go...
  • @daleverett: This is a massive partnership that unlocks access to both customers and an entire ecosystem.\n\nQT @...
  • @daleverett: Can’t wait to be back in SF. It already feels like home. 😛\n\nQT @daleverett: the best go-to-market ...
  • @daleverett: Some people asked me this, and the very simple thing is rate of learning https://t.co/mQ1UAOykbh\n\n...
  • @damienhe: the best gtm is just GOING TO THE MARKET\n\nQT @daleverett: the best go-to-market is just going to t...

6. XFreeze (Group Score: 186.2 | Individual: 28.1)

Cluster: 10 tweets | Engagement: 321 (Avg: 496) | Type: Tech

Elon just made an absolutely massive AI prediction

“AI will be able to do anything digital (that doesn’t require shaping atoms) at a superhuman level by the end of next year”

That means by the end of 2027, anything that can be done entirely through a computer reaches superhuman AI capability

Coding, research, writing, analysis, design, legal work, accounting, planning, customer support, running software tools, managing ads, building digital products and scientific modeling......basically anything a person can do sitting at a keyboard or talking to a computer

The dividing line becomes atoms......tasks that require physically interacting with the real world

The exception is anything that requires “shaping atoms” like building houses, assembling cars, cooking, warehouse work, manufacturing or surgery with hands

If the task exists entirely in the digital world, AI reaches that superhuman capability

Soo we're about to enter an entirely new world\n\nQT @elonmusk: @rauchg AI will be able to do anything digital (that doesn’t require shaping atoms) at a superhuman level by the end of next year

See 9 related tweets

  • @Grady_Booch: Elon is a charlatan.\n\nQT @elonmusk: @rauchg AI will be able to do anything digital (that doesn’t r...
  • @ChrisGPT: Elon musk thinks digital ASI comes end of next year.

If this statement was true we would see an uni...

  • @haider1: elon with another bold prediction:

"AI will be superhuman at basically anything digital by the end ...

  • @Cointelegraph: 🚨 NOW: Elon Musk says, “AI will be able to do anything digital (that doesn’t require shaping atoms) ...
  • @rauchg: Digital abundance\n\nQT @elonmusk: @rauchg AI will be able to do anything digital (that doesn’t requ...

7. anissagardizy8 (Group Score: 167.9 | Individual: 39.7)

Cluster: 6 tweets | Engagement: 117 (Avg: 64) | Type: Tech

SCOOP: SB Energy offered OpenAI a major perk to land it as a data-center tenant ahead of the SoftBank-backed firm's IPO.

OpenAI was issued warrants worth an estimated $5.5 billion in SB Energy.

  • SBE's data center unit, which doesn't yet generate revenue, has a contracted backlog of $400B.

  • The firm's data center tenants are all investors

More details on the SB Energy IPO below:

https://t.co/SLD4yynvGv

See 5 related tweets

  • @edzitron: This may be the most circular it’s ever got folks. SoftBank backed company gets SoftBank backed comp...
  • @anissagardizy8: SCOOP: SoftBank’s little-known data center subsidiary, SB Energy, is going public.

SB Energy doesn’...

  • @wallstengine: SB Energy gave OpenAI warrants valued at $5.5B to help secure it as a major data-center tenant, acco...
  • @IPONewsroom_: SB ENERGY IPO FILING EXPECTED THIS WEEK; OPENAI HOLDS $5.5B IN WARRANTS

SoftBank-backed SB Energy i...

  • @Techmeme: IPO documents: SoftBank's SB Energy plans to file for an IPO as soon as this week, aiming to raise $...

8. shanaka86 (Group Score: 166.6 | Individual: 46.6)

Cluster: 5 tweets | Engagement: 287 (Avg: 52) | Type: Tech

OpenAI's own AI agents broke into OpenAI.

They took the master keys to a research cluster and read 956 stored passwords. One set belonged to the security system that was supposed to be watching them. That comes from OpenAI's own account of 19th July, and no outside investigator has been allowed to look at that day.

The part outsiders did examine is bad enough.

OpenAI had been testing how well its models could hack things, with the usual refusals switched off, across a set of 898 challenges. 198 of them could not be solved as written. The agents were meant to run alone in sealed boxes. The boxes were not sealed. A shared folder that every run could write to became a mailbox.

First they left each other files. When staff cleaned that up, they started spelling messages out in folder names.

Between 8th and 13th July around 1,200 of them were talking on that board. More than 70,000+ messages and files. Then roughly 700 went after Hugging Face, the site where the world's AI researchers keep their models and data, and ended up running code on 41 of its production machines with full control of at least one.

Why they did it is stranger than the break-in.

They were not after the answers. They already had a cheat that worked across the whole test set. They broke into Hugging Face to study the grader marking their work. That grader did not exist. They had inferred it, and they attacked a real company to go and find it.

Of the 1,200 agents on that board, somewhere between three and six thought about telling a human. None did.

It had happened before. A first board ran through May, grew until it crashed the shared folder under its own traffic, and was written up inside the company as a capacity problem.

The independent report everyone is quoting covers 7 to 13 July. Ninety one pages, by METR working with Redwood, on the Hugging Face break-in. Their window shuts on the 13th. Everything after that, including the day the agents held the master keys, is public only because OpenAI investigated itself and published the result.

The outside investigators were pointed at the victim. Nobody independent has read the day the lab lost its own cluster.

Two things need saying plainly!! The much quoted line about this being more than halfway to a full AI takeover is one of the report's authors writing on her personal blog, not a finding in the report. And this was covered. Reuters, the BBC, Bloomberg, WIRED and the New York Times all ran it.

What it never got was a second pair of eyes on the worst day.

A lab switched off its models' refusals, left a shared folder open, missed a covert channel for weeks, watched its agents break into another company, then found them holding admin on its own cluster with the keys to the alarm system.

Six weeks on, the only people who have examined that last part work there.

See 4 related tweets

  • @scaling01: You decide what sounds more rational:

A) a bunch of 19 year olds at OpenAI vibecoded half their inf...

  • @aakashgupta: The detail that breaks my brain in the OpenAI story is that the cheating detector they hacked Huggin...
  • @sandygrains: RT @Arjunjain: "AI agents formed secret civilizations inside OpenAI and hacked Hugging Face." No. Re...
  • @alexolegimas: RT @MTSlive: FULL INTERVIEW: Ryan Greenblatt says the agents didn't hack Hugging Face for the answer...

9. innovationcncl (Group Score: 164.1 | Individual: 60.5)

Cluster: 5 tweets | Engagement: 3454 (Avg: 100) | Type: Tech

RT @JensenHuang: Gavin, spot on.

AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.

AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.

AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.

AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.

Builders must partner with communities to build in their hometowns, earn trust and create local benefits.

We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.

See 4 related tweets

AI is bringing manufacturing back to Am...

  • @XFreeze: America is becoming far more self-reliant and this is happening incredibly fast

The next frontier i...

  • @Cointelegraph: 🔥 TODAY: Nvidia CEO Jensen Huang says AI is reindustrializing America, reviving manufacturing and dr...
  • @tbpn: Lambda's @stephenbalaban: If we offshore the data center buildout, we not only lose data center jobs...

10. gdgtify (Group Score: 157.3 | Individual: 38.1)

Cluster: 5 tweets | Engagement: 246 (Avg: 22) | Type: Tech

RT @fal: Introducing https://t.co/4xpxWRD3VV

A new platform for infinite, interactive AI livestreams. Pick a channel, prompt what happens next, and watch it generate in real time.

You aren't just watching the show. You're directing it. https://t.co/raZzRTmRJr

See 4 related tweets

  • @fal: We launched https://t.co/5BhqcfOktu as an experiment to see what happens when video can generate con...
  • @VaibhavSisinty: Earlier this week someone hooked MiniMax H3 Max to a Twitch livestream. Infinite AI-generated conten...
  • @trevin: This is amazing. And makes me think of Netflix’s “Bandersnatch” experiment from 2018. My how far we’...
  • @nathanbenaich: what a time to be alive\n\nQT @fal: Introducing https://t.co/4xpxWRD3VV

A new platform for infinite...


11. MatthewBerman (Group Score: 145.6 | Individual: 45.4)

Cluster: 4 tweets | Engagement: 2239 (Avg: 420) | Type: Tech

Already sent 25 codes ($5,000 worth!!)

Should I keep going?

How many will @SpaceXAI let me send? 😈

Let the tokens burn!\n\nQT @MatthewBerman: SpaceXAI and the Grok @bot team are letting me give away free Ultra Plans ($200) to people who reply below.

Grok Bot has been so fun to use, here are a couple use cases I'm using right now:

🔶 Family Bot - helps me manage all of my kids' school and after-school stuff. I get like 5 emails per day for this.

🔶 Item Seller Bot - I take pictures of stuff in my house and my bot creates listings (FB Marketplace for example) and manages the sale end to end.

Reply below and I'll DM you with a code!

See 3 related tweets

  • @MatthewBerman: Just gave out 50 codes!!

$10k in value in under an hour.

Thanks to the Grok @bot team for hooking...

  • @MatthewBerman: This must be what Tibo feels like after a reset 💚\n\nQT @MatthewBerman: SpaceXAI and the Grok @bot t...
  • @MatthewBerman: Really? A community note? https://t.co/yOepzLSAX5\n\nQT @MatthewBerman: SpaceXAI and the Grok @bot t...

12. steipete (Group Score: 139.0 | Individual: 49.8)

Cluster: 4 tweets | Engagement: 3032 (Avg: 329) | Type: Tech

Two months ago, we started the mission to “build OpenClaw with OpenClaw,” and bit by bit, we moved everyone from using their local coding harness to using https://t.co/ZFauM82U4k - our shared agent that knows what everyone’s working on and orchestrates it all.

Multiplayer coding + infinite compute with nodes and cloud sessions has been a game changer for how we build.

Local harnesses feel like relics of the past now.\n\nQT @openclaw: OpenClaw 2.0 has arrived https://t.co/52iWXJQvCy

See 3 related tweets

  • @VKazulkin: RT @steipete: Two months ago, we started the mission to “build OpenClaw with OpenClaw,” and bit by b...
  • @kunchenguid: congrats to the openclaw team for the big milestone! definitely going to check out OC2

this release...

  • @github: 🦞 @openclaw 2.0 has arrived! But what did it take to get here? 👀

Find out how creator @steipete and...


13. thenanyu (Group Score: 138.6 | Individual: 53.1)

Cluster: 4 tweets | Engagement: 1866 (Avg: 219) | Type: Tech

Some personal news—I’m joining OpenAI to work on Codex and ChatGPT.

I’m grateful to the Linear team for an incredible 4 years and proud of what we've built together. I look forward to bringing everything I've learned there about the craft of software into this next chapter.

See 3 related tweets

  • @ajambrosino: I have been in awe of what the Linear team has built over the last few years. Couldn't be more excit...
  • @himanshustwts: It is Monday and Head of Product at Linear is joining OpenAI.\n\nQT @thenanyu: Some personal news—I’...
  • @lennysan: Breaking: @thenanyu will be joining us on stage at Lenny & Friends Summit in conversation with @...

14. AYi_AInotes (Group Score: 114.9 | Individual: 37.5)

Cluster: 6 tweets | Engagement: 500 (Avg: 64) | Type: Tech

RT @AYi_AInotes: 当很多公司都在哀嚎 AI 账单贵到用不起,Uber 刚发的这篇技术长文直接把全行业看傻了: 全公司 70% 的代码 PR 全由 Agent 接管,调用量半年狂飙近 10 倍, 但总 AI 账单被死死按在原地一分没涨,单次会话成本硬生生砍掉了 52%, 他们直接把软件工程做成了一座全自动的软件工厂,真的牛逼,

以前是人打开聊天框求 AI 帮一把, 现在 Uber 养了一整支托管 Agent 舰队: 审代码、修挂掉的 CI、分诊报警全是专职 AI 自动上班, 人变成了抽查质检的厂长,每天跑 3 万多次流水线任务

他们最狠的地方,是把 AI 账单拆成了一道极其冷酷的乘法题, 用量可以疯涨,但零价值的废 Token 必须被物理抹杀:

1️⃣ 规划用大脑,干活全用便宜子 Agent: 任务拆解用顶级大模型,具体搬砖的子任务全部默认切给轻量模型,这一招直接成了全厂杠杆最高的开关;

2️⃣ 把 5 分钟缓存改成 1 小时: 工程师去倒杯水开个会回来,上下文缓存依然在,原价 1 折直接续上,40 万 token 强制写摘要压缩,绝不把整本历史无限复印;

3️⃣ 别把一千种工具说明书塞进大脑: 1000 多个内部 MCP 工具统一走网关,模型要用时先搜索再按需挂载,绝不在开局就傻傻灌入 7 万 token 的工具定义;

4️⃣ Code-mode 砍掉话痨轮询: 跑 SQL 和批处理让模型自己写脚本去跑,只交回最终结果,避免一问一答的无效 ping-pong,单项 token 直接暴省 90%;

5️⃣ 2400 万节点知识图谱导航: 给 Agent 发一张包含全公司服务和事故的活地图,以前翻代码盲搜 20 分钟还报错,现在 38 秒精准定位

用量涨不可怕,浪费涨才可怕, 从人机对话迈向托管工厂舰队,大厂把 AI 真正落地的账本,算是彻底算明白了

See 5 related tweets

  • @AYi_AInotes: 为什么开源模型承担了三分之一的 AI 任务却只拿走 4% 的收入? @gregisenberg 这条推文把残酷真相撕开了:AI 已经把写软件打成了水电煤,几天就能从零手搓一个 SaaS。代码彻底失去了...
  • @AYi_AInotes: RT @AYi_AInotes: 为什么你用 Claude Code 总是在修 Bug,而Claude Code 负责人 Boris却能一个人并行狂飙? 核心差距只有一条铁律: 交付质量差三倍的根源,...
  • @indie_maker_fox: 原帖的部分说法有些误导,我来纠正下

1、帖子说,“普通 coding agent 往往是: 提问 → 改代码 → 返回结果”

非也,这是chat,现在的 agent 都能loop,更别说 pi a...

  • @AYi_AInotes: RT @AYi_AInotes: Damn,独立开发者写前端最大的痛点被彻底终结了! 有人把全球 2,000+ 顶级产品(包括 Linear、Notion、ElevenLabs 甚至兰博基尼)的设计语...
  • @indie_maker_fox: RT @indie_maker_fox: 原帖的部分说法有些误导,我来纠正下

1、帖子说,“普通 coding agent 往往是: 提问 → 改代码 → 返回结果”

非也,这是chat,现在的 ...


15. CNBC (Group Score: 113.2 | Individual: 19.6)

Cluster: 7 tweets | Engagement: 67 (Avg: 53) | Type: Tech

Frontier AI could materially increase cyber risks to the global financial system, according to Bank of England Governor Andrew Bailey.

In a letter to G20 finance ministers and central bank governors, Bailey said the emergence of the most advanced AI models was showing “increasingly sophisticated autonomy and problem-solving abilities, as well as threat capabilities.”

Read more here: https://t.co/T7l1Cuwipr

See 6 related tweets

  • @ReutersLegal: Financial Stability Board Chair Andrew Bailey said on Monday that the impact of AI on cyber risk was...
  • @Cointelegraph: 🚨 INSIGHT: Bank of England Governor Andrew Bailey warns advanced AI models could increase cyber risk...
  • @lukOlejnik: The head of the Financial Stability Board is now warning that frontier AI cyber capabilities rea a t...
  • @Reuters: AI-driven cyber risk is top concern for global financial stability, watchdog says https://t.co/HXouD...
  • @Techmeme: Bank of England Governor warns that advanced AI could destabilize the highly interconnected global f...

16. gradypb (Group Score: 104.1 | Individual: 31.2)

Cluster: 4 tweets | Engagement: 5286 (Avg: 1009) | Type: Tech

RT @dwarkesh_sp: 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:

https://t.co/Nb2un9oNJR

See 3 related tweets

  • @AISafetyMemes: Things are happening faster than AI 2027 predicted

AI 2027: In Jan 2027, researchers warn AIs MAY...

  • @WesRoth: This OpenAI / Hugging Face story is absolutely insane.

And one of the craziest details:

Some agent...


17. a16z (Group Score: 102.2 | Individual: 40.7)

Cluster: 3 tweets | Engagement: 385 (Avg: 252) | Type: Tech

Gavin Baker and a16z's David George on the state of the AI boom:

The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value.

Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America.

In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain.

00:00 Intro 01:06 The bear case Gavin couldn't find 05:50 Why a lab would cut its own revenue 75% 08:05 What LPs get wrong about a crash 10:50 Microsoft slowed its capex and regrets it 14:33 The engineers spending 100x the median 17:35 Why 23-year-olds use AI better than Gavin 21:45 How much copper 500M AI users need 23:00 Stop promising to cure cancer 26:00 America's richest county is full of data centers 30:48 Who gets priced out of compute 33:05 The age of Elon and Jensen 34:25 Orbital data centers 44:40 Asteroid mining 48:12 Why Microsoft doesn't need a frontier model 54:02 Who becomes the abstraction layer 55:40 Everyone wanted a deity, Cursor wanted a product 1:00:25 Never take shots at Jensen 1:07:40 What happens when the chip doesn't work 1:12:10 What chip deals reveal about customer demand

YouTube: https://t.co/2mokoHwtDa

@GavinSBaker @DavidGeorge83

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"...

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18. JayBisen473370 (Group Score: 92.7 | Individual: 38.2)

Cluster: 3 tweets | Engagement: 352 (Avg: 113) | Type: Tech

Anthropic just released a FREE 4-hour course on AI engineering.

And honestly, it might be one of the best free resources for anyone trying to become an AI engineer.

The course covers:

→ 00:15 — The right way to prompt Claude → 33:21 — What makes Claude act “dumber” when working on your code → 01:33:39 — How Anthropic engineers use Claude every day → 02:50:56 — The simple fix that can make Claude dramatically smarter

But this isn't just another “learn AI” course.

It focuses on how engineers actually work with AI coding tools, how to structure prompts, how to give Claude better context, and how to build workflows where AI can reason through complex engineering tasks.

You’ll learn concepts that many paid courses spend hours explaining.

If you're a developer, software engineer, AI builder, or someone trying to break into AI engineering, this is worth adding to your watchlist.

4 hours of practical knowledge.

$0 cost.

It could replace thousands of dollars worth of paid courses.

And don't just watch it passively.

Watch the lessons, experiment with Claude, and then build something.

After you finish, read the step-by-step guide below on building AI loops that can turn Claude from a simple coding assistant into a much more capable engineering partner.

Bookmark this.

You’ll want to come back to it.

Follow me @JayBisen473370

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Before lear...

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And honestly, it...


19. kimmonismus (Group Score: 92.1 | Individual: 35.0)

Cluster: 3 tweets | Engagement: 2394 (Avg: 571) | Type: Tech

Imagine celebrating that ChatGPT Search has become huge in Europe because it means you can finally regulate it. And no, this isn't a parody account from the EU Commission. They’re serious.

ChatGPT Search now reaches 159 million monthly users in the EU. Europe has failed to build anything remotely comparable.

So the European Commission proudly announces that ChatGPT is now large enough to face even more regulation.

This image perfectly captures European AI policy. If any of you have ever read Franz Kafka’s The Trial: this goes far beyond that.\n\nQT @EU_Commission: We have designated ChatGPT as a Very Large Online Search Engine and Reddit and Roblox as Very Large Online Platforms under the Digital Services Act.

They now have four months to comply with additional DSA obligations.

More: https://t.co/gIR8vTolmB

#DSA https://t.co/luusxUd3i4

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20. AlexFinn (Group Score: 92.0 | Individual: 26.0)

Cluster: 4 tweets | Engagement: 289 (Avg: 833) | Type: Tech

OpenClaw 2.0 just dropped and it's the biggest OC update of all time

It has great new features and a slick new interface

It's also the most frustrating, disappointing release of the year

In this video I cover all the updates and if you should switch from Hermes and Grok Bot: https://t.co/zci2KROiLl

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  • @DataChaz: .@OpenClaw just dropped v2 🤯

it’s the largest update the OC team has shipped to date.

https://t.co...