Investing — Space — Future —with nostalgia for the past, faith in the future and living in the present. PLTR the AI GOAT We’re on the carousel of progress, acc.
Miami
Joined June 2008
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Super underrated! Whenever I tell someone this I get a quizzical look. To be alive and to get to witness and experience all of the creation around us is simply astonishing to me. In case you didn't know there was a 1 in 400 trillion chance of being born. #grateful
Fernando retweeted
INTEL TO ACQUIRE QUANTUM COMPUTING STARTUP CLASSIQ
$INTC has agreed to acquire Israeli quantum software startup Classiq, whose customers include BMW and AT&T, as part of its push into quantum computing.
Classiq develops software that allows companies to design and run quantum applications across different types of quantum hardware. The startup has raised over $200M and employs around 130 people.
“Joining forces with Classiq transforms Intel’s Quantum Computing Group into a full-stack quantum computing business,” CEO Lip-Bu Tan said.
Financial terms were not disclosed.
Source: Bloomberg
Fernando retweeted
BREAKING: AstraZeneca reports major breakthrough in stomach cancer treatment, with its experimental drug reducing the risk of death by 53% compared with chemotherapy in a late-stage trial.
Fernando retweeted
Car rental marketplace Turo is introducing the first verified @Tesla FSD (Supervised) rental experience for travelers in the U.S.
Starting on October 28, Turo guests will be able to search, discover, and book Tesla vehicles with FSD (Supervised) activated, using direct API integration to verify FSD status.
Eligible Turo “hosts” who rent out their cars on the platform will also receive a free one-month trial of FSD. Turo said it is working with Tesla to directly access the automaker’s API to verify which cars have FSD enabled.
CEO of Turo. "Our own research shows that 55% of Americans are interested in driverless technology for travel, growing to 71% for Gen Z."
Fernando retweeted
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected.
Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions.
Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent.
But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models?
We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem.
Read the full report: cohere.com/blog/concerning-b…
Fernando retweeted
BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.
Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.
This reflects ~27% of Microsoft's total workforce.
Fernando retweeted
I took about 50,000 photos through a 14" telescope last night to produce this: A hyper-detailed photo of the full moon. The fidelity of the photo was great enough to allow me to greatly enhance the color, revealing a hidden world of geological diversity.
Fernando retweeted
BREAKING: Fully autonomous excavators are now performing paid construction work on active U.S. job sites without operators in the cab.
@BedrockRobotics has just secured $600M in Series C funding to accelerate commercial deployments. The startup retrofits existing heavy equipment with sensors and software, enabling autonomous excavation without onboard operators.
Major construction firm Haydon plans to deploy the technology across data centers, advanced manufacturing facilities, water infrastructure, and healthcare projects.
ALT Source: Bedrock Robotics
Fernando retweeted
Sam Altman: AI has fully defeated most of the ways people authenticate today.
“Voiceprints as authentication are a crazy thing to still be doing. AI has fully defeated that.”
“I am very nervous that we have a significant impending fraud crisis.”
“Just because we’re not releasing the technology doesn’t mean it doesn’t exist.”
“Soon, a video FaceTime will be indistinguishable from reality.”
“People are going to have to change the way they verify who they’re actually talking to.”
Fernando retweeted
I’m shook
OpenAI voice just got slapped hard
I’m in complete disbelief that this new voice model is made by Block and not Elevenlabs et al.
I mean Jack literally took it to 11 and solved the turing test for voice.
you’ll never know if you’re talking to a machine or human.
We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence.
block.xyz/dessa
Fernando retweeted
We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence.
block.xyz/dessa
Fernando retweeted
Legacy cell carriers a few months ago: Starlink Mobile will not be a competitor. Their signal won’t even be able to penetrate walls.
Legacy cell carriers today: Oh shit, we were wrong. Quick, start lobbying so they can’t compete!
SpaceX plans to launch their next-gen Starlink Mobile service, built for 5G speeds, in early 2028.
AT&T, Verizon, and T-Mobile are jointly lobbying the FCC to preserve existing rules as @SpaceX moves closer to launching its own independent cellular network that would compete directly with the three major U.S. carriers.
On Oct 20th, reps from all three major U.S. wireless carriers met with FCC officials to push back against proposed changes that would give satellite companies more freedom to offer cellular service.
The carriers urged the FCC to:
• Block satellite companies from using certain 5G frequencies currently used by wireless carriers.
• Keep rules requiring satellite companies to get permission from wireless carriers before using their licensed spectrum.
• Allow wireless carriers to maintain control over these agreements, including the ability to end them.
• Reconsider proposed interference limits to protect existing cellular networks.
Based on all the public communications from these carriers, and the lobbying, they are clearly worried that SpaceX's @Starlink Mobile network is going to be a major competitor to them. Starlink Mobile will become the first network operator to deploy both satellite and terrestrial spectrum.
The FCC recently announced that they are considering new rules that could make it easier for satellite companies like SpaceX to offer cellular service without relying as heavily on existing wireless carriers, so this is partly what the three big carriers are fighting against.
Fernando retweeted
Quest Diagnostics has been hacked. Patient data was exposed. They serve roughly half of U.S. hospitals and physicians. Investigation ongoing.
Fernando retweeted
NHTSA announced today that they are proposing new rules aimed at removing U.S. federal regulatory barriers for autonomous vehicles without steering wheels or pedals, such as @Tesla's Cybercab.
The proposed changes include:
• Eliminating requirements for manually operated turn signal controls in vehicles without steering wheels or pedals: "NHTSA has concluded that the self-canceling and manually operated control requirements in the current standard are unnecessary for turn signal operating units that are installed on vehicles without manually operated driving controls."
• Allowing autonomous driving systems to control turn signals, hazard lights, and high/low beams without traditional driver-operated switches.
• Removing certain dashboard indicator requirements for turn signals and high beams in vehicles without manual driving controls.
• Allowing optional cyan-colored exterior lights to indicate when a vehicle is operating autonomously, with standardized requirements for their placement, brightness, and operation.
• Eliminating outdated restrictions on vertical headlight arrangements, giving automakers greater design flexibility.
• Allowing modern integrated headlights to be tested at manufacturer-specified voltages rather than requiring 12.8 volts.
NHTSA says the changes are intended to eliminate unnecessary regulatory barriers, reduce costs, and enable innovation without compromising vehicle safety.
Fernando retweeted
Quantum computers attack Bitcoin
Fusion can attack Gold value
Nowhere is safe – at San Francisco, CA
Fernando retweeted
Tesla just introduced a new Robotaxi and safety report website with lots of new info, including a live Robotaxi mile counter. Here’s everything new:
• People Injured by Tesla Robotaxis: 0
• Tesla Robotaxi Airbag Deployments: 0
• Pedestrians or Cyclists Hit: 0
Tesla Robotaxi miles by city:
• Austin, TX: 2,118,015
• Dallas, TX: 608,130
• Houston, TX: 225,964
• Miami, FL: 46,262
• Orlando, FL: 61,053
• Tampa, FL: 53,117
Other new Robotaxi info:
• Miles driven after dark: 862,000
• Miles in rain: 113,000
• Miles in rush hour: 575,000
tesla.com/robotaxi/safety
Fernando retweeted
UPDATE: Specific mitigation guidance for the recently identified PHP critical vulnerabilities is now available. Secure your servers today. Guidance and technical steps here: nsa.gov/Press-Room/Press-Rel…
Effective Immediately, all organizations using PHP for their systems are advised to be prepared for an update addressing two critical vulnerabilities. PHP is widely used for web applications. These vulnerabilities often provide a direct path to the server's file system or database. If an immediate update is not feasible, it is recommend that organizations take the system offline until it can be fully mitigated. NSA will follow up shortly with more specific guidance.
Fernando retweeted
A San Francisco startup says it just turned mercury into real gold, and their own math says gold is one of the cheapest things their machine can make. Aim it at a different metal and it makes a cancer drug ingredient worth tens of billions of dollars a gram.
Here's how it works. When you fuse two kinds of hydrogen, deuterium and tritium, every single reaction kicks out a neutron moving at 14.1 MeV, which is absurdly fast. Fire one into mercury-198 and it knocks another neutron loose on the way through, so two come out and you're left with mercury-197. Give that a few days and it decays into gold-197, the only stable kind of gold there is. The whole trick needs neutrons above about 6 MeV, and regular nuclear reactors barely make those, while fusion makes one every time it fires.
Now swap the mercury for radium-226. Same reaction, one neutron in and two out, and you end up with radium-225, which decays into actinium-225. Novartis is building its next prostate cancer drug around actinium-225, and it's so scarce it sells by the millicurie, roughly $1,200 to $2,500 apiece. Price it by the gram and you're into the tens of billions of dollars, for a material so radioactive nobody could safely hold a gram of it anyway.
Marathon's team actually put a dollar value on a single fusion neutron in a paper this year. Use it to make electricity and it's worth about $3 × 10⁻²⁰. Gold comes in at $2.6 × 10⁻²⁰, basically a wash. Molybdenum-99, which goes into about 80% of nuclear medicine scans, is worth $2.6 × 10⁻¹⁷ a neutron. Actinium-225 is worth about $10⁻¹⁰, around 3 billion times what the electricity's worth.
That's why fusion people should care. Every fusion company you've heard of is chasing electricity, and selling electricity only pays once the plasma puts out something like 10 to 22 times the energy you pump in to heat it. The best result so far, at JET in England, was about a third. Add gold on the side and Marathon's math says you break even around 3x. For molybdenum-99, the number is 0.001x.
So a machine that gives back one-thousandth of the energy you feed it can still make money, as long as the neutrons hit the right metal.
By their numbers, a 3 megawatt machine running way below breakeven could cover the whole world's supply of molybdenum-99, which today comes from splitting uranium in a handful of research reactors. Today's experimental fusion machines already beat the gain that job needs.
Their second post basically says this out loud. Marathon now describes itself as an isotope company for radiopharma. Their chart shows roughly 390 targeted radiotherapy trials. Pluvicto, the prostate cancer drug Novartis launched at $42,500 a dose, did $1.9 billion in sales last year.
Gold still matters to them, just later. It's about a $700 billion a year market, and Marathon's paper figures it could soak up around 2 terawatts of fusion capacity, which is roughly the scale where fusion actually moves the grid. So the plan is to sell cancer isotopes out of small machines now and use gold to pay for the giant ones, years before electricity can pay for itself.
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.
Fernando retweeted
Palantir Elevates Aplos Data to Vanguard: Elite
Palantir Technologies Inc. (NASDAQ: $PLTR ) and Aplos Data, LLC, today announced that Palantir has named Aplos Data, the Palantir-native deployment company, to Vanguard: Elite, the highest tier of the Vanguard, Palantir’s trusted partner network. Already an implementation partner for existing customers, Aplos Data will now also work with Palantir across the United States to bring Foundry and AIP, Palantir’s data and AI platforms, to new customers.
Vanguard: Elite recognizes the quality and speed of the deployments already delivered. Aplos Data was built to ensure AI consistently deploys to production, and customers already on Palantir are scaling the platform across their operations with Aplos Data, turning strategic priorities into deployed capabilities and measurable results.
“Aplos Data consistently delivers tangible results to customers in weeks,” said Kevin Kawasaki, Global Head of Business Development at Palantir Technologies. “Our customers trust them to deliver against the decisions they must get right, and to deliver outcomes in production quickly. Together, we are going to continue ensuring our customers win.”
Aplos Data was born on Palantir, and its founding team includes DevCon Fellowship winners from Palantir’s developer conference. Most importantly, Aplos delivers the critical combination of speed and outcomes:
Mansfield Energy: “What sets Aplos Data apart is how quickly they became part of our team. They understand how Mansfield really operates, and it shows in everything we build together,” said Martin Underwood, Head of Strategy and Innovation at Mansfield Energy. “We're leveraging Foundry so our people can dedicate even more of their time to the white-glove service our customers count on.”
Surf Air: “The future of air mobility will depend on a new generation of digital infrastructure. With SurfOS, we’re building the software foundation to support a more connected, intelligent, and efficient industry,” said Liam Fayed, Co-Founder of Surf Air Mobility. “Aplos Data has been instrumental in helping us turn that vision into reality on Palantir, accelerating our progress toward the next era of aviation.”
Through Operate as One, its methodology, Aplos Data brings a customer’s systems, data, and decisions into a single operating system on Palantir. The result is what it calls Decision Mode, where operators have the full picture in front of them and a system that acts with them. At AIPCon 11, Palantir’s customer conference, Aplos Data showed this with a fuel distribution application that monitors thousands of diesel tanks, predicts when fuel will run low, and places the order. Staff act only on the few tanks that need a decision.
“We have seen what every other platform can do, and we choose to build exclusively on Palantir,” said Ian Ferré, Co-Founder and Chief Executive Officer of Aplos Data. “It is the best software there is, and its culture is the one we wanted to build, with engineers who sit beside the customer, own the outcome, and stay until it works. With Vanguard: Elite, we can now bring it to organizations that have never had it. Together, we intend to set the standard for how AI works in the real world.”
“We are engineers first, and what convinces engineers is working software,” Ferré added. “Bring us the problem you have stopped believing can be solved, and we will show it working on Palantir.”
