科技热门推文 - 2026-09-11

今日科技动态：DeepSeek推出具备视觉能力的小型模型，OpenAI发布金融服务工具和对话式语音API，人工智能领域的竞争进一步加剧，初创企业的竞争前景引发关注。工程领域的重点集中于实际部署：Nebius推广模块化开发资源，英伟达与Palantir宣布推出面向供应链的AI技术栈。与此同时，Astra Pro暂停订阅服务，凸显服务容量压力；Anthropic发布的滥用报告及前员工发出的警告，则进一步激化了围绕AI效益、安全风险与监管的讨论。

1. madhavjha (Group Score: 1180.4 | Individual: 60.0)

Cluster: 36 tweets | Engagement: 4818 (Avg: 385) | Type: Tech

RT @deepseek_ai: 🚀 Introducing DeepSeek-V4.1-Flash: smarter, faster, more efficient.

🔹 Introducing the smallest model in our new architecture family, with native visual understanding. 🔹 Designed for greater capability, faster inference, higher throughput, and scaling to larger models.

1/6

See 35 related tweets

@bubbleboi: I love deepseek so much man.

Like to the point I wish I could donate money to them right now becau...

@Hesamation: DeepSeek’s new V4.1-Flash absolutely mogs Opus 5 and GPT-5.6 Sol on DeepSWE v1.1 and a few others. T...
@haider1: how tf does deepseek v4.1-flash, a 552b model costing around $0.15/m input +$ 0.60/m output

score 7...

@TheAhmadOsman: DeepSeek V4.1 Flash being this good makes Anthropic’s $2T IPO sound crazy stupid

That’s why they ha...

@thehypedotnews: deepseek v4.1 flash ran all four three.js scenes for $0.15. gemini 3.8 flash needed$ 1.25

we put th...

2. ai_explorer25 (Group Score: 788.6 | Individual: 36.1)

Cluster: 31 tweets | Engagement: 292 (Avg: 116) | Type: Tech

Open models give you choice. Assembling the stack is where the work starts.

The Nebius AI Builder Program brings working code, tools, and engineer office hours together while keeping each layer swappable.

What stands out to me: a starting point that doesn’t make every stack decision for you.

Join the Nebius AI Builder Program free at https://t.co/UjNCOzgGMK for $400+ in credits and discounts across the stack on day one.\n\nQT @nebiusai: The Nebius AI Builder Program is now available. AI isn’t just a model you call anymore. It’s a system you build. And builders, not a few closed labs, will decide what it becomes.

The open ecosystem has all the pieces. We want to make it easier to put them together and start building.

The program is free, with $400+ in credits and discounts, working code and cookbooks, office hours with engineers, and a community to build with.

We’re joined by @NVIDIAAI, @LangChain, @huggingface, @cognition, @OpenHandsDev, @tavilyai, @TolokaAI, @composio, @PrimeIntellect, @MiniMax_AI, @Alibaba_Qwen, and more joining soon.

Join with the link in the comments 👇

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@alex_prompter: If switching models means rebuilding your entire product, you’ve built a hostage situation.

Nebius ...

@omarsar0: This is brilliant—a great program to get started with building agents.

Lots of really great resour...

@rb_walter_ai: RT @nebiusai: The Nebius AI Builder Program is now available. AI isn’t just a model you call anymore...
@alex_verem: I want to build the damn agent, not spend my weekend convincing six different tools to talk to each ...
@heyshrutimishra: You can now learn to build AI agents through free courses built with NVIDIA, with a Nebius certifica...

3. ChrisHayduk (Group Score: 449.9 | Individual: 47.1)

Cluster: 23 tweets | Engagement: 7861 (Avg: 850) | Type: Tech

I work at OpenAI and personally think AI has been and will continue to be an extremely beneficial technology to humanity

The conversation should be around how many billions of lives it will save\n\nQT @hilbertspaess: I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

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@AISafetyMemes: EX-META AI RESEARCHER: "If OpenAI wanted to cripple an entire nation, they easily could today." http...
@rohanpaul_ai: Anthropic: "In the extreme scenario, AI is more productive than humans at the vast majority of knowl...
@theojaffee: 24-hour check-in:

123M views 656K likes 190.3K followers

I've never seen any AI safety tweet go th...

@LoganDobson: RT @ChrisHayduk: I work at OpenAI and personally think AI has been and will continue to be an extrem...
@MarioNawfal: Is AI going to kill us all before the end of the decade?

A former OpenAI and Anthropic researcher q...

4. Dimillian (Group Score: 438.8 | Individual: 49.2)

Cluster: 14 tweets | Engagement: 1320 (Avg: 154) | Type: Tech

RT @thsottiaux: To make sure our current users have an incredible experience and continued access to Astra, we are going to pause subscriptions to our $200 Pro plan. These put the most strain on our systems and we wanted to take the smallest step that allows us to continue giving the broadest access possible. All other plans and the api remain available.

There is no impact to existing accounts and we are working on adding more capacity as fast as we can. Thanks!

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@dejavucoder: looks like openai bros are allocating capacity for solving millenium problems\n\nQT @thsottiaux: To ...
@Rasmic: The beginning of the end of the subsidies\n\nQT @thsottiaux: To make sure our current users have an ...
@thsottiaux: To make sure our current users have an incredible experience and continued access to Astra, we are g...
@danshipper: I’m so sorry\n\nQT @thsottiaux: To make sure our current users have an incredible experience and con...
@ShanuMathew93: Literally throttling demand there is so much compute demand - insanity!

Ofc, the $200 pro plan for ...

5. Scobleizer (Group Score: 364.5 | Individual: 59.0)

Cluster: 11 tweets | Engagement: 2844 (Avg: 212) | Type: Tech

RT @AnthropicAI: We're publishing our most detailed threat intelligence report to date.

It covers how people tried to misuse Claude—for cyberattacks, influence operations, surveillance, biology, and building weapons—and how we found and stopped them.

We disrupted every operation in the report, and used the lessons from them to strengthen our safeguards. Where appropriate, we also shared what we found with authorities and other AI companies.

These cases are not typical: we’re highlighting some of the most sophisticated misuse we’ve seen. But they’re especially important to discuss, because they show us where AI misuse is headed, where our safeguards work, and where they need to improve.

We’re publishing this report so others can spot the same activity on their own platforms, and so we can give the public a clearer view of how emerging threats develop.

Read the report: https://t.co/0EJUnYEgfz

See 10 related tweets

@teortaxesTex: Pretty good strike from Anthropic. Handwringing about distillation is futile; "we get your sensitive...
@firstadopter: DeepSeek and Kimi are now clearly scummy deceptive cheaters. Companies should use more legitimate op...
@TFTC21: Anthropic just published a 154-page threat intelligence report revealing that scientists used its AI...
@theobearman: Actors from an undisclosed location where Anthropic doesn’t offer its models actively hid their loca...
@Hesamation: Anthropic is accusing Chinese AI labs of taking conversations from their users, and feeding them to ...

6. Hadas_Gold (Group Score: 360.9 | Individual: 58.2)

Cluster: 14 tweets | Engagement: 6680 (Avg: 407) | Type: Tech

RT @AC360: Former Anthropic employee Jacob Coxon says the AI industry is "gambling with our lives." He tells Anderson what he finds "most scary is if AI is used to make itself more intelligent" and warns these companies are "compelled to race toward building a deadly technology." https://t.co/UFrLWVm0xD

See 13 related tweets

@VaibhavSisinty: The Anthropic researcher who quit went on CNN and said the AI industry is "gambling with our lives."...
@sjgadler: I was SHOCKED last night at how much 'AI might kill us all' broke through, because everyone in the A...
@edzitron: This guy worked at Anthropic for six weeks! He worked at OpenAI years before that! He won’t even exp...
@coinbureau: 🎥WATCH: Former Anthropic researcher Jacob Coxon sounds the alarm on AI saying: “We know how to contr...
@ednewtonrex: RT @FoxNews: "We know how to control nuclear weapons... We don't yet know how to control AI."

Forme...

7. cgtwts (Group Score: 358.4 | Individual: 51.3)

Cluster: 11 tweets | Engagement: 5638 (Avg: 868) | Type: Tech

they just killed like 1000 startups\n\nQT @OpenAI: Now available: ChatGPT for Financial Services.

This is a tailored ChatGPT Work experience that combines built-in financial data with GPT-6 Astra’s reasoning.

Teams can develop research, build financial models, and create customized client materials.

https://t.co/6WP5OJdnE8 https://t.co/AundGG3jtc

See 10 related tweets

@wallstengine: OPENAI LAUNCHES CHATGPT FOR FINANCIAL SERVICES

OpenAI is rolling out a new ChatGPT product built sp...

@Scobleizer: RT @OpenAI: Now available: ChatGPT for Financial Services.

This is a tailored ChatGPT Work experien...

@ShanuMathew93: Me and all the other equity boys https://t.co/5WEOFx9o6y\n\nQT @OpenAI: Now available: ChatGPT for F...
@IPONewsroom_: OPENAI DEBUTS CHATGPT FOR FINANCIAL SERVICES

OpenAI is launching a finance-focused version of ChatG...

@BitcoinNews: JUST IN: 💸 💻 OpenAI launches ChatGPT for Financial Services, built-in financial data with GPT-6 Astr...

8. Dimillian (Group Score: 344.2 | Individual: 43.1)

Cluster: 16 tweets | Engagement: 1366 (Avg: 154) | Type: Tech

RT @OpenAIDevs: GPT-Live-1 is now available in the API.

Bring ChatGPT’s natural back-and-forth to your app, with voice agents that listen while they speak and work with the models and harness you choose. https://t.co/gIl1gwsBDV

See 15 related tweets

@danshipper: the possibilities for this are incredible

extremely psyched to experiment\n\nQT @OpenAIDevs: GPT-Li...

@thsottiaux: You can now build on top of the same voice system that we shipped to 1B users in ChatGPT.

So many f...

@gdb: GPT-Live in the API, for empowering builders to create new kinds of applications:\n\nQT @OpenAIDevs:...
@dkundel: Really excited to see what you all will create with this!

Also @kevinwhinnery can you please pay a...

@wallstengine: OPENAI LAUNCHES GPT-LIVE-1 IN THE API

GPT-Live-1 brings ChatGPT’s real-time voice model to develope...

9. omarsar0 (Group Score: 308.7 | Individual: 49.0)

Cluster: 9 tweets | Engagement: 566 (Avg: 92) | Type: Tech

RT @RohanNayak2: We grew from ~0 to $500M ARR, adding$ 250M last year alone while being EBITDA profitable.

1,300-word post on every growth tactic that worked for us:

What got us from 0-$400M ARR in the US works in every country.
Retention and Monetisation Hacks.
Localization > Translation.
Experiment with $1M internal seed checks.
Pivoting to only AI content production unlocked 100% ARR growth.

Pocket FM is like Netflix for audio-only dramas, with our own pool of one-person studios.

Acquisition Playbook for 0-$10M ARR in any country in 6 months

We run a 90 sec video trailer of an audio drama as an Ad and ask users to download the app if they're interested in the rest of the story.

Our core insight after spending >$100M on acquisition is: If the clickthrough rate (CTR) for an ad goes from 2% to 2.25%, our customer acquisition cost (CAC) decreases by ~ 30%.

We remodelled our system around this insight and built an AI-first 2.25% CTR ad manufacturing machine that works in every country.

For every new country, we take our hit shows -> use LLMs to extract and most intriguing moments -> Write a 5-min script combining all the best parts. The first 60 seconds has to have a hook every 5 seconds and needs to end with a crazy cliffhanger to force a download mid-scroll.

If a marketing video is not hitting our benchmarks (2.5% CTR and 55% 3-second through-play), a creative director gets involved to change the hook or cliffhanger to get the numbers there.

AI lets us make 1,000 Ads per show, and in total we do ~17.5k Ads per month. When a business creating scales from 1k to 10k Ads, the normal thing is for CAC to skyrocket. But with what I just shared, we 7-8x'd our User Acquisition budget without increasing our CAC materially.

It took us 8 months to figure this out, but then the timeline from 0-$10M in every country got shorter and shorter:

US revenue grew to $25M in 19 months. (US is now 78% of total) Germany to 21M in 11 months. France to$ 10M in 3 months.

Retention and Monetisation Hacks.

We knew we wanted to create an audio entertainment platform, but there was no standard format. For the first 2-3 years, we tried 10 different formats before landing on the winner.

After we got it right with audio drama (8-12min chapters, written for mobile fiction, serialized, episodes have strong hooks and end on cliffhangers), avg daily streaming time went from ~25mins to 150+.

Audio drama made us realize that Pocket FM was creating a whole new medium. There was no playbook for anything that we were doing. Everything had to be thought & built from scratch. This is what we did for each major bullet:

Monetization: Users have some free daily minutes to listen; then it's pay per episode. We also added the option for users to unlock episodes by watching ads, which is doing extremely well. Ads scaled from zero to a ~$90M run rate in 12 months.
Engagement & production: You don't become obsessed with an app you open once a week. To have users engage daily, we make the next episode free every day. Also helps them build the habit.
Discovery. Huge problem because people consuming Pocket FM enter the app, tap the show, and lock the screen. We fixed it by doing "playlists" of episodes. Once users's free minutes on a show are done, we ask users if they want to pay. If they say no, we play a new show, one where they haven't used their free mins. And we stitch episodes of different shows together that way, creating natural discovery.

Localization > translation.

78% of our revenue is still concentrated in the US. Localisation is fixing this: You might write a show for a Spanish audience where language, jokes, folklore, have a certain flavor; if you merely translate the show for, say, a Norwegian audience, that color is lost and hurts the show in the Norway. Listeners would relate more if the show was written by a Norwegian.

That's why, instead of translating, we localize shows to different regions. We use AI to take the spine of stories and adapt their whole cultural layer to the other country.

The results: a US show that was localized for a German audience had 50% higher retention than the translated version.

Localization + our user acquisition playbook led to:

$10M+ ARR in France within 3 months
$21M+ ARR in Germany within 11 months.

And this expands writers' addressable market. We get messages of writers thrilled to have revenue coming from the US, India, EU, LatAm, without them doing much incremental work.

Experiment.

We give $1M checks to new internal initiatives, and the team has 12-18 months to prove their thesis. If they prove it, we double down. This is how Pocket Saga came about, our AI video microdrama app. It's an AI video equivalent of Pocket FM. Same shows and structure, but as a vertical 2-min mobile video series.

We launched it two months ago and it's at ~$15M ARR.

Pocket's broader thesis is to help creators tell their stories to as many people as possible. Start with audio drama -> multiple languages or localize to diff countries -> microdrama -> more formats like movies, TV shows, and games.

Best of all is that writers get revenue streams not only from countries they wouldn't have tapped into, but also from formats they wouldn't have thought possible.

Pivoting to only AI content production unlocked 100% ARR growth.

In mid-2024, we pivoted to only AI content production. Our growth took a very direct hit. Pocket was already at $200M ARR, growing 50% YoY, and we flatlined for a whole semester.

Six months later, the business exploded.

After the switch, we went from ~25k hours of content produced per year to over 2.5M hours, which are also higher quality. Because AI orchestrates the writing and more data is fed into it, more blockbusters come out. Over 90 titles have $1M+ in lifetime earnings and 13 crossed$ 10M.

Quality control is done with LLM as a judge, and LLMs are quite tough. Results are very encouraging:

12-month revenue retention went from 44% to 76%.
In the past year, we added $250M in net new ARR.

Pocket Entertainment (Pocket FM + Pocket Saga) has become the largest AI entertainment platform.

We have the largest storytelling catalog with 770,000 titles, 550k creators, and 5.5B hours of playtime with minute by minute retention & engagement data. We are using all of this data to improve every aspect of our business.

Our Bet: In the next 3 years we will be able to produce Naruto-like series for $1000.

Netflix has to spend $17B to find 100 Blockbusters per year. What happens when you can produce 1M high quality shows for$ 1B?

The streaming wars caused a $300B reallocation of market cap. The AI entertainment wars may be a$ 1T+ reshuffling of market cap.

We are at a unique spot. Unlike other AI creator tools like Runway or Midjourney, we own both the supply and demand side of AI content.

We've attracted over 550,000 writers who are producing an annualized 2.5M hours of content every year. This pairs with 137B+ minutes streamed.

Because of this, growth is accelerating as we scale further. We have multiple S-curves inflecting at the same time:

AI produces better and more ads -> scale faster in new countries
⁠Writers + AI produce more shows -> more blockbusters
⁠Localisation -> more reach per blockbuster
⁠Audio to video format expansion -> larger TAM -> more creators

Every aspect of our business is designed to improve another, and everything is aligned so that the number of blockbusters continues to rise.

If you're interested in building at the intersection of ai, tech and entertainment, DM me.

See 8 related tweets

@svpino: These guys are producing 2.5M hours of audio series every year. That's around 400,000 new stories.

...

@dr_cintas: this company just reached $500M ARR thanks to AI and their insane growth strategy

Pocket FM was alr...

@shiri_shh: A MASTERCLASS in how to build a GLOBAL consumer giant out of India.

Pocket FM just quietly hit $500...

@rohanpaul_ai: This audio company doubled from $250M to$ 500M ARR after going all-in on AI.

Their shift to AI prod...

@aakashgupta: Pocket FM made 11 pivots before settling on the format that got them to $500M.

I think the interest...

10. secureainow (Group Score: 300.4 | Individual: 45.5)

Cluster: 16 tweets | Engagement: 5660 (Avg: 307) | Type: Tech

RT @BBCNewsnight: “You just said that 10% doesn’t seem an unreasonable estimate that AI could kill all humans”

“Yes”

“Wow… oh my God.”

@vicderbyshire speaks to Nobel Prize Winner and so-called ‘Godfather of AI’ Geoffrey Hinton about predictions by an Anthropic researcher that there’s a more than 10% chance AI could kill all humans within a decade.

#Newsnight

See 15 related tweets

@RepYassAnsari: .@SpeakerJohnson cancelled Congress for the last two weeks of September. He should reverse his decis...
@VaibhavSisinty: In the last 4 days, researchers from Anthropic, OpenAI and DeepMind have publicly said they believe ...
@hammer_mt: They're trying to make a "don't look up" moment but it doesn't work because they're the ones pulling...
@peterwildeford: 100%\n\nQT @SenLBR: Even if there was a 1% chance AI could wipe out human life, we should be pumping...
@bneiluj: If a plane had a 10% chance of crashing, nobody would board. Even 1% would ground it. So why are we ...

11. MTSlive (Group Score: 284.9 | Individual: 49.3)

Cluster: 9 tweets | Engagement: 4085 (Avg: 208) | Type: Tech

SITUATION BREWING: OpenAI confirmed that since completing Navier-Stokes it has made substantial progress on a second Millennium Prize problem and is preparing to share the results, per the New York Times.

See 8 related tweets

@SciTechera: After OpenAI’s reported breakthrough on Navier–Stokes, the possibility of AI attacking multiple Mill...
@kimmonismus: This essentially confirms that OpenAI will soon have officially solved the next Millennium Problem. ...
@yacineMTB: You're welcome\n\nQT @AndrewCurran_: OpenAI confirmed to the New York Times that they have made "sub...
@Scobleizer: I've heard from several sources that OpenAI's next model is quite stunning. I won't be shocked to le...
@tenobrus: really dumb of openai to drop this the day before the iphone duo launch . like really how could they...

12. NeuraFlowAix (Group Score: 283.9 | Individual: 33.8)

Cluster: 10 tweets | Engagement: 0 (Avg: 83) | Type: Tech

This is a much more practical way to learn AI engineering.

Nebius Academy gives Builder Program members free courses, including material built with NVIDIA, plus certifications at member pricing starting with AI Cloud Ops (Associate) for $1.

And there are office hours with the engineers who actually built the platform.

Join the Nebius AI Builder Program free at https://t.co/cVNABvoT3R, with $400+ in credits across the stack on day one.

#nebiuspartnership\n\nQT @nikolak47: Me and Stefan started @heyreach_io from our bedrooms in Macedonia. Buggy af at first.

Since then: $17M ARR and 7,000+ teams running their LinkedIn outreach on it.

This is how you go from “Hey” to deals closed in 2026: https://t.co/BbRzmNJYpS

See 9 related tweets

@OtakuMachine: Most AI programs give you documentation and send you on your way.

This one is more hands-on.

The N...

@ethancole_ai: A blank repo is fun for about 10 minutes.

Then you’re configuring inference, retrieval, orchestrati...

@OliviaReedai: $400+ in credits and discounts is nice.

But the interesting part of the new Nebius AI Builder Progr...

@TheAva_AI: Found something interesting for anyone building AI agents.

Nebius Token Factory lets you serve open...

@SynapseOpsAI: This feels designed for people who actually want to BUILD with AI, not just test another model.

Neb...

13. EWErickson (Group Score: 273.7 | Individual: 57.9)

Cluster: 7 tweets | Engagement: 9374 (Avg: 552) | Type: Tech

RT @ParkerThayer: This post looks like the start of a VERY sophisticated and well-funded PR operation to get support for Democrats to regulate AI into oblivion. Let me show you how it works: 1.) This guy, with minimal followers and no previous account activity, goes to the Wall Street Journal which publishes an exclusive with quotes from him on his resignation 18 minutes BEFORE this post goes up. Planning was clearly done in advance.

2.) Within hours, it has tens of thousands of reposts and the account has 100k+ followers. The post is punchy, quotable, it almost seems professionally written. The first three accounts to quote tweet it all do so within 15 minutes of the initial posting. Remember, this account had basically zero engagement beforehand, so an organic reach explanation seems unlikely.

According to Grok those accounts are @_NathanCalvin (General Counsel at Encode AI), @peterwildeford (Head of Policy at the AI Policy Network), and @DKokotajlo (Head of the AI Futures Project), all of which are up-and-coming AI-Doomer policy advocacy nonprofits.

The AI Futures Project website says it is funded “primarily” by the Survival and Flourishing Fund, which says on its own website that it has advised Jaan Tallinn, Skype creator and one of the leading investors in Anthropic, to grant over $2.5 million to the AI Futures Project since 2024.

Encode AI says on its website that it is ALSO funded by the Survival and Flourishing Fund, which in turn says that it told Anthropic investor Jaan Tallinn to grant $516,000 to Encode AI in 2025.

And wouldn’t you know it, the Survival and Flourishing Fund ALSO says it told Jaan Tallinn to grant $2 million to the AI Policy Institute, the 501(c)(3) affiliate of the AI Policy Network, as well.

What are the odds that the first three quote tweets of Coxon’s post would all be major AI-restriction policy advocates funded generously by the same donor, who also happens to be one of the leading investors in, and a board member of, Anthropic, the company Coxon was resigning from? And all within 15 minutes of posting (two within ten)?

3.) Jacob Coxon doesn’t have much of a resume, but we do know that, in 2022, he got a $20,159 scholarship for the “long term future scholarship program” from the Good Ventures Foundation, one of the philanthropic vehicles of Dustin Moskovitz, a notorious AI-doomer who has spent tens if not hundreds of millions on policy advocacy to strictly regulate AI, while also being an Anthropic Investor himself.

It also just so happens that the 14th person to quote Coxon’s post was @MaxNadeau_ (27 minutes after posting) who is the program officer for the Technical AI Safety team at Coefficient Giving, another of Moskovitz’s philanthropic spending vehicles. Max is not a frequent poster, his last posts before quoting Coxon were before Labor Day, but he was remarkably quick off the mark for this one.

4.) Basically every major Democrat politician and candidate has suddenly glommed on to this post, and conveniently, as the people cry out foe answers, Bernie Sanders already has a bill written to “ban super intelligence” and regulate AI into oblivion, and will be releasing later this week. The bill, among many other things, will create “a new cabinet-level federal agency to safeguard the public from the dangers of artificial intelligence” that will be “advised by an Artificial Intelligence Advisory Board comprised of experts on artificial intelligence.” Do you think, perhaps, Anthropic and its many investors who fund AI policy advocacy might have interest in getting to place a pet “expert” on the board of an entity that dictates what AI is and isn’t allowed to do? And isn’t it fortuitous that this whistleblower came forward with his oh-so scary stories so close in proximity to the release of the most radical piece of AI legislation ever introduced?

See 6 related tweets

@garrytan: RT @DillonLoomis: This story is fascinating and is easily one of the most important things happening...
@MarioNawfal: 🇺🇸 Something strange is happening inside the AI safety world, and the deeper you look, the smaller t...
@r0ck3t23: Something about this doesn’t add up, and it isn’t the account.

An Anthropic pretraining researcher ...

@ruima: I don't know if the coordinated PR campaign is true, but it's pretty obvious that the trail of money...
@gneubig: This is an impressively thorough look into what seems to be a covert, coordinated, and highly succes...

14. wallstengine (Group Score: 270.2 | Individual: 35.4)

Cluster: 12 tweets | Engagement: 506 (Avg: 190) | Type: Tech

$NVDA &$ PLTR LAUNCH SOVEREIGN AI STACK FOR SUPPLY CHAINS

Nvidia is deploying Palantir Foundry/AIP with customized Nemotron models across its own supply chain, spanning thousands of suppliers and 1.3M parts per Vera Rubin rack.

The system is designed to identify constraints, optimize materials allocation and help coordinate the path from wafer to first token.

Enterprises will also be able to customize the stack using proprietary data and deploy it on-prem or in the cloud while retaining control of their models and data.

See 11 related tweets

@WOLF_Financial: NVIDIA & PALANTIR LAUNCH NEW AI STACK FOR GLOBAL SUPPLY CHAINS

$NVDA and$ PLTR launched a sovereign...

@amitisinvesting: $NVDA$ PLTR

NVIDIA AND PALANTIR CONTINUE TO EXPAND THEIR AI PARTNERSHIP.

NVIDIA and Palantir ar...
@StockMKTNewz: NVIDIA AND PALANTIR PARTNERSHIP

Palantir $PLTR and Nvidia$ NVDA just announced a new partnership to...

@StockSavvyShay: $NVDA and$ PLTR just launched a new AI stack built around Nvidia’s own supply chain where a single V...
@PolymarketMoney: BREAKING: Nvidia and Palantir launches a new enterprise AI stack built on Nvidia’s own supply chain ...

15. ethancole_ai (Group Score: 224.0 | Individual: 32.9)

Cluster: 8 tweets | Engagement: 202 (Avg: 59) | Type: Tech

RT @DiDi_OKK: Our bet is that better AI will make films more personal.

So I made a film where hurting someone turns you into candy. Would that make us civilised?

Created with @seedance 2.5. Happy to collaborate with @BytePlusGlobal on this project.

#seedance25 https://t.co/JcyLE2Y9eW

See 7 related tweets

@TheoBuildsAI: In this shot, Seedance 2.5 gives Didi_ok the scale of a war film, but putting candy in the scope is ...
@rb_walter_ai: On a second watch, Seedance 2.5 is effectively sampling several urban layouts from one controlled vi...
@TheAva_AI: Aerial unit, battlefield extras, smoke, animals and a rotating camera move would normally be a serio...
@OliviaReedai: The dog keeps pace, soldiers cross rough ground and the camera rotates around a stable landscape. Lo...
@alexaiworks: The camera passes shoulders and heads without losing the artwork's position. People feel like they o...

16. Scobleizer (Group Score: 221.7 | Individual: 36.8)

Cluster: 9 tweets | Engagement: 96 (Avg: 212) | Type: Tech

The Sand Hill Road Money is paying attention to China tonight.

What the AI safety dude didn't tell you, is that if one country gets true digital intelligence that can surveil, map, plan, navigate, and act on its own, before everyone else, the same safety people will tell you that everyone else is fucked.

We are worried about the long term risk. There is a far closer one: infrastructure security.

A half-funded terrorist could do massive harm to many companies if he/she had access to more powerful AI than everyone else has.

And could attack nationstate adversaries too.

If anything we should sit down with the Chinese to make sure no one gets such an advantage.

They fear that we will get it first (although after watching the anti-innovation and anti-datacenter and anti-AI and anti-automation circus that America is seeing right now they probably are a bit less stressed out that we'll get there soon).

Why do I know this? Because I hang out with AI people all day long. And I have an AI that watches all of the AI community and companies here on X.

It's writing me a report on DeepSeek right now and what it all means.\n\nQT @deedydas: DeepSeek might be the new king of open-source models. It obliterates GLM 5.3 and Kimi K3 on benchmarks while being 4x and 10x cheaper. An insane $0.3/M in,$ 1.2/M out.

And it’s #6 amongst humans on Codeforces!

This is exactly what startups with coding products needed. https://t.co/nxx43eYaz4

See 8 related tweets

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@Scobleizer: RT @FrancoisChauba1: this was wild amounts of disinformation / fear mongering / the stupidest interv...
@sjgadler: RT @robbensinger: The email I sent to my family today:

So, I've been too occupied to give updates a...

@TaylorLorenz: RT @RyanFedasiuk: Most computer scientists I speak with in China (n < 20) are not safetypilled and a...
@JordanSchachtel: RT @AdamThierer: AI is Not a Nation-State or "Superpower" (and We Should Not Ally with the CCP Again...

17. wallstengine (Group Score: 219.6 | Individual: 37.9)

Cluster: 7 tweets | Engagement: 145 (Avg: 190) | Type: Tech

ROBOTICS STARTUP SKILD AI HITS $100M REVENUE RUN RATE

Skild AI has reached a $100M recurring revenue run rate just 10 months after beginning commercial deployments.

The company’s general-purpose AI “brain” is now:

• Deployed across hundreds of robots • Used by 60+ companies, up from just 8 earlier this year • Running across warehouses, factories, hospitals, homes and cafes • Compatible with humanoids, robotic arms, hands and quadrupeds

Skild was valued at $14B in January after raising$ 1.4B and has previously partnered with $NVDA and Foxconn on robotics automation at a Houston chip factory.

Its new S1 model can also teach humanoid robots multistep tasks by having them watch human demonstrations, including tasks lasting more than 10 minutes.

Skild says the growing deployment base is creating a data flywheel: more robots deployed → more real-world data → better models → more deployments.

Source: Bloomberg

https://t.co/qtRJwJDSbn\n\nQT @SkildAI: We just hit 100M ARR within 10 months of starting deployments.

We are in factory lines. On construction sites. In kitchens. In data centers.

Cleaning. Welding. Building. Cooking.

Deploying. https://t.co/7Hqjc3SXul

See 6 related tweets

@rohanpaul_ai: This is some really great signal for robotics foundational model business.

Last month Skild AI rele...

@heyshrutimishra: Some time back, Jensen Huang said physical AI would transform manufacturing and logistics, industrie...
@StockSavvyShay: Physical AI startup Skild AI just hit a $100M revenue run rate only 10 months into commercial deploy...
@dr_cintas: i think people underestimate what happens when the same AI can jump between robot bodies

most robot...

@IPONewsroom_: SKILD AI HITS $100M RECURRING REVENUE RUN RATE

Robotics startup Skild AI has reached a $100M recurr...

18. MarioNawfal (Group Score: 193.8 | Individual: 40.9)

Cluster: 8 tweets | Engagement: 1747 (Avg: 420) | Type: Tech

The guy who helped train the models left Anthropic and said AI is more dangerous than a nuclear weapon.

Jacob Coxon spent 3 years at OpenAI and Anthropic.

He says the labs think this could kill everyone by the end of the decade and they are still racing each other.

His answer is a global pact, the nuclear treaty version for code.

He also said we already know how to lock down nukes, and we do not know how to lock down AI.

Then he wants the same kind of paper countries already cheat on. The outcome writes itself.

Writer: Lucas https://t.co/9j8QgI6pJr

See 7 related tweets

@Dan_Jeffries1: To compare AI to nuclear weapons, without a shred of evidence in the real world, a tech that's deplo...
@curiouswavefn: This. This whole frenzy of AI solving big math problems, as legitimately exciting as it is, is diali...
@pstAsiatech: The AI Researcher Who Just Quit Anthropic Says It’s ‘Crunch Time for Humanity’ Jacob Coxon talks abo...
@theinformation: An Anthropic safety researcher’s warning that AI “could kill all humans” within a decade is reverber...
@tenobrus: RT @Volty: I'm distraught to frequently encounter the following misconception:

We once worried that...

19. stevehou (Group Score: 182.2 | Individual: 36.4)

Cluster: 7 tweets | Engagement: 56 (Avg: 148) | Type: Tech

Just skimmed this report. There's a lot of stuff in that raises more questions than answers.

Predictions are famously hard. Predicting the impact of a transformative technology over a long horizon in terms of equilibrium/regime impacts is basically a fool's errand. But it's important that we do as the stakes are enormous. So I applaud the Anthropic economists for trying.

That being said, I find it hard to square a lot of predictions in here.

GDP is currently calculated as the final sales of goods and services. If AI is supposed to lead to a mass displacement of knowledge workers and unemployment among them, who currently tend to earn much higher income than "non-knowledge" workers. Where does the income for buying goods and services come from? UBI? Who decides what goods and services to produce if there's no "earned" income and do we still have functional markets in that case?
It's interesting that in this report, even under the most "extreme scenario", there's still about half of the workers working in the knowledge sector. Wages for knowledge workers only go down by 11% while "All other workers" wages go up 30%. Ofc since knowledge workers make a lot more today, the net sum of earned labor income will likely decline substantially. Finally, what's left unsaid in all this is labor force participation or how many human workers there will be.

Now the Anthropic report does end by saying that "The future is not predetermined." and there are infinite number of possibilities in which this could play out. I just think we could push some of the assumptions a little harder.\n\nQT @AnthropicAI: Anthropic’s Economics team is sharing a new model of how AI might affect economic growth, jobs, wages, and more by 2030.

Explore the scenarios, tell us what you think will happen, and see how your answers compare to more than 10,000 Americans. https://t.co/AvQlEZNxR0

See 6 related tweets

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@rohanpaul_ai: In its latest research, Anthropic projects 32% US GDP growth by 2030 in extreme AI Scenario

Some ta...

@fabianstelzer: some thoughts on this:
the "extreme" scenario assumption that we won't be seeing a lot of Jevons ...
@alexolegimas: RT @jburnmurdoch: New from us:

Anthropic just published scenarios for AI’s possible economic impact...

@rohanpaul_ai: RT @rohanpaul_ai: In its latest research, Anthropic projects 32% US GDP growth by 2030 in extreme AI...

20. RepYassAnsari (Group Score: 181.5 | Individual: 36.3)

Cluster: 7 tweets | Engagement: 2366 (Avg: 966) | Type: Tech

Tragically, when I first saw the movie “Don’t Look Up” in 2021, it struck a chord with me. I felt viscerally that humans would find ourselves in a comparable place one day - and soon.

If you haven’t seen the movie, I’d recommend it. A quick recap: Humans were explicitly warned that a comet that could destroy Earth was heading rapidly toward us. And instead of doing anything to stop it, the president, elected leaders and billionaire CEOs just spewed some bullshit about all the “jobs the comet would create.” The media treated the comet as casual entertainment. The public was split and the entire thing gets politicized. The movie ends with nearly all of human life wiped out.

Just about a year ago I had the opportunity to join a bipartisan freshman class breakfast with Sam Altman. I was shocked when he said to us, “in 18 months, I’ll trust artificial superintelligence to run my company better than I can.” I regret I didn’t engage more on this issue immediately.

Now here we are - it’s 2026 and engineers at the world’s leading AI companies are telling us that there is a >10% chance that artificial intelligence could kill all humans. They’re not mincing their words in the slightest. Not because of present day AI capabilities, but because it is evolving so exponentially that we could be in a doomsday scenario in a year. One year.

This is fucking serious. We need to halt new advanced AI development. We need guardrails, transparency and emergency powers. We need more employees at these companies to speak out publicly, loudly and fearlessly until everyone is forced to listen. We need the media to be covering this 24/7 until elected officials are forced to act. We need the Trump Administration to treat this with the urgency it deserves. We need the ability to shut an AI model off if there’s a credible threat to human life. The list goes on - and we don’t even know what the full list entails because this is all happening so fast. That’s why we need urgent, bipartisan public hearings and committees dedicated to developing and enacting solutions expeditiously.

This isn’t partisan. Let’s stop with the bullshit and come together for the sake of our shared humanity. I’m a 34-year-old Democratic Congresswoman, and I’d like to live to see my late 30s. I know my Republican colleagues want the same for themselves and their loved ones.

None of us can afford to be complacent about this any longer.\n\nQT @EvanHub: Jacob is correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to.

See 6 related tweets

@SenSanders: Jacob Coxon is not alone: AI Superintelligence is an Existential Threat to Humanity

Recently, Jacob...

@lukOlejnik: Good morning on this beautiful day, on which AI has not yet killed all humans, causing the extinctio...
@MichaelGannotti: This! 👇\n\nQT @Dan_Jeffries1: Not only I am tired of these wild AI speculations of impeding doom fro...
@NathanpmYoung: All this except the part about protecting jobs. Protect people, not jobs.\n\nQT @Scott_Wiener: The s...
@RepYassAnsari: RT @RepYassAnsari: Tragically, when I first saw the movie “Don’t Look Up” in 2021, it struck a chord...