Microsoft And Epic Games Suddenly Agree That AI Is Theft kotaku.com/now-that-the-shoe… kotaku.com/now-that-the-shoe…
Technological Velociraptor retweeted
How it started vs how it's going
Readers added context they thought people might want to know
xAI has published the weights of two of its models, Grok-1 and Grok 2, on Hugging Face, so the 0% figure shown for xAI is incorrect. huggingface.co/xai-org/grok-1 huggingface.co/xai-org/grok-2
Technological Velociraptor retweeted
In Q3 2026, Tesla’s operating performance deteriorated to its weakest level in seven years, excluding the impact of tariff refunds. Operating profit collapsed to just $271 million, with operating margin falling to a mere 1.0%. @Tesla
Technological Velociraptor retweeted
Cool things I learned from this Tesla Cybercab engineering walkthrough.
They now have a wireless battery management system. Each of 4 battery modules has its own BMS board which reports via radio to the battery controller. Normally, you’d have a centralized BMS and tons of sense wires going to it. This is a BOM cost savings and manufacturing efficiency win.
No more pyro fuse. Tesla had done away with low voltage fuses a long time ago via power semiconductors, and now they’ve done the same for the high voltage, high current main battery pack. In low speed crashes, the system can isolate the battery, but now still be able to turn it back on if no high voltage faults are detected. This reduces maintenance costs.
No e-coatings on most castings. Tesla’s special aluminum alloys are robust enough to last without coatings.
No refrigerant being routed through the car. All other cars route pressurized refrigerant to cool the cabin. The Cybercab instead just routes Ethylene Glycol keeping the refrigerant and compressor in a sealed vessel. This reduces maintenance expense since refrigerant leaks are expensive to fix. It has the downside of less cabin cooling power, but for a continuously used vehicle or one that has known pickup times, the computer can pre cool long enough in advance to make it work. youtu.be/UIrK8oStl-0?is=EIxy…
Technological Velociraptor retweeted
🚀 Deep Blue Aerospace is making serious progress on heavy iron. The company just manufactured and rolled out the 5-meter stainless-steel first-stage propellant tanks—both cryogenic liquid oxygen and kerosene—for its reusable Nebula-2.
At 5 meters across, this is the widest rocket body currently in fabrication across China’s commercial space sector. With the second-stage tank already delivered, a Starship-style catch tower spotted under construction, and the 130-tonne Thunder-RS engine deep into hot-fire testing, the hardware is converging fast. Looking forward to seeing how quickly they turn this steel into flight reality.
Technological Velociraptor retweeted
"AI development isn’t stopping here. And while this may leave us with more GDP to consume, it also represents something tragic. We will no longer be masters of our own destiny. For that torch will have passed to the machines." thecritic.co.uk/twilight-of-…
Technological Velociraptor retweeted
Many of you don't understand how serious this is, so let me break it down.
In computer science there is a famous kind of puzzle called 3-SAT. You are given a long list of yes-or-no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule. The obvious way to solve it is to try every combination, but each new switch doubles the number of possibilities, so a puzzle with a few hundred switches would take longer than the age of the universe to brute force.
For decades, the smartest people in the field found clever tricks that made this a little faster, but every trick still hit the same wall: the time required kept exploding as the puzzle grew.
About 25 years ago, two computer scientists, Russell Impagliazzo and Ramamohan Paturi, working with Francis Zane, turned that wall into a formal idea.
They proposed the Exponential Time Hypothesis, which says this explosion is not a failure of human cleverness but a law of nature. No algorithm, however brilliant, will ever solve 3-SAT without the time blowing up exponentially. Nobody could prove it, but almost everyone believed it, and it became one of the foundations of modern computer science.
Researchers used it as a measuring stick. If you could show that solving some other problem quickly would also crack 3-SAT quickly, you had shown that problem was hopelessly hard too. Hundreds of papers, across scheduling, graphs, logic and much more, rest on this one assumption.
Now an internal AI model at OpenAI claims to have broken it. It says it found an algorithm that solves these puzzles meaningfully faster than the hypothesis allows, and it has checked the proof in a computer verification system called Lean.
And here is the remarkable part: the very people who proposed the hypothesis, Impagliazzo and Paturi, along with MIT's Ryan Williams, are now leading the public review of whether a machine has disproved their own idea.
So what happens next? If the disproof holds, a large part of theoretical computer science has to be revisited.
Every result that said "this problem cannot be solved faster, assuming ETH" loses its foundation, and researchers will have to work out which of those walls were real and which were simply where we stopped looking. It does not mean everything becomes easy. The new algorithm is still slow in absolute terms and this is not the famous P versus NP problem being solved.
But it means our map of what is possible was wrong in a place we were very confident about, and it was an AI that redrew it. If the disproof fails, the hypothesis survives and the field breathes out, but we will still have watched an AI produce serious, checkable work on one of the deepest questions in the discipline, closely enough that the founders of the idea had to take it seriously. Either way, something has shifted.
Technological Velociraptor retweeted
Dreams of AI ending aging and of AI killing everyone through a purely in-silico-designed pandemic both rely on this fallacy.
It's understated here how much we lack ground truth data about what's happening inside of cells, or sensors to get that data. A single cell contains billions of protein molecules, across at least thousands of types, and at least trillions of interactions per second.
Think we solved protein folding? We've made enormous progress predicting static protein structures. But these proteins constantly change their conformation and interact with one another, often in ways we can't observe or model accurately.
Our best sensors capture a miniscule fraction of the activity in a living cell, orders of magnitude short of what's happening.
We actually lack the ability to perceive what's going on that would be required to build such a bottoms up simulation.
Let alone to scale this up to an organism or a global population.
We know we have an expanding universe not because of breakthroughs in theory or computation - but because Edwin Hubble got new data by looking through the Hooker telescope. Possibly the greatest mind, Einstein, was wrong in his model of the universe because he lacked the right instrument to bring him the right data.
That's where we are in biology. Our sensors are still so crude. No amount of pure computation or AI can build a perfect model.
We need an instrument revolution in biology, not just a computational or intelligence revolution. AI can generate hypotheses, but without sufficient ground truth data, we can't know whether our simulations are modeling reality.
If you had an exponential amount of compute you could solve simulate biology exactly and wouldn't need to run any experiments.
Some of you will think "of course, but that's an unrealistic assumption" and others will think "no, you need experiments even with that much compute. That's just How It's Done".
You would of course need evaluations once you have a solution, but you don't in principle need experiments to find it: Experiments are a way to save compute, dating from a time when it was much more expensive.
And I think the presentation is exponential but real systems aren't irreducibly exponential. AlphaFold worked, after all.
Technological Velociraptor retweeted
ARTEX: Harness of the year 🏆 ???
A one-person side project out of China. Planner + worker agents + an asset graph. Open-sourced in July, 12,000+ forks by October. Console runs in English, Korean, Mandarin, Spanish, Japanese.
Already tied to breaches at Korean banks, ~20 Japanese companies, and a Storm-0940 sweep of 2,250+ Microsoft 365 tenants. No zero-days needed.
Those ops ran on DeepSeek V4.1 Flash. On Oct 17 DeepSeek shipped V4.1 Flash 1017: better at agentic tasks, faster, cheaper, open weights. At frontier level for cyber security tasks.
ARTEX + DS 1017 is potentially the most powerful tool yet for hacking at scale. Self-hosted, there's no API provider in the loop to notice.
The harness matters as much as the model.
Technological Velociraptor retweeted
AI superhuman in theoretical physics, as I have been saying for some time.
Technological Velociraptor retweeted
Update on Navier-Stokes: 🦜🦾
"On a technical level, the paper is unbelievable, maybe beyond what a human could have come up with but not beyond human understanding: there are several different groups of pde experts working on understanding it who say that they more or less understand now."
"Some on these ideas are in the literature (e.g. Leibovich-Stewartson 1983) but the way they are combined is definitely insane and definitely nowhere in the literature previously.
I also don't know of anyone suggesting that convex integration would play a role in the creation of a blow-up solution like this."
Since I'm now blocked by bluey from replying to this thread, I answer here by quote tweet
the openAI construction has more to do with convex integration than anything else.
In convex integration, the oscillations are typically built by hand and the iteration procedure creates wild weak solutions. The non-uniqueness construction of Albritton–Brué–Colombo used an unstable vortex to split solutions apart. The Córdoba–Martínez-Zoroa singularities amplify vorticity across scales by strain. In the openAI paper, a fluid instability is clever made so that the flow itself generates the oscillations: they grow by drawing energy from the background shear. The Reynolds stress then becomes the force that creates the collapsing smooth vortex. Using a physical instability to create the stress in this way has no precedent, and it is what produces a smooth force rather than a merely rough one.
Some on these ideas are in the literature (e.g. Leibovich-Stewartson 1983) but the way they are combined is definitely insane and definitely nowhere in the literature previously.
I also don't know of anyone suggesting that convex integration would play a role in the creation of a blow-up solution like this.
On a technical level, the paper is unbelievable, maybe beyond what a human could have come up with but not beyond human understanding: there are several different groups of pde experts working on understanding it who say that they more or less understand now. I expect digestions soon
td;lr: anyone saying that this OAI result is unsurprising is bullshitting
sorry!
Citing a source, a South Korean journalist specializing in the display industry reported on the cracking issue affecting Apple’s iPhone Duo: “The problem is occurring in the same area, and the cause appears to be a flaw in Apple’s hinge design. Apple will likely have no choice but to redesign the hinge.”
The report added: “Since the product is already being manufactured, Apple will need to address the defect while keeping design changes to a minimum, such as by reducing the number of hinge components.”
zdnet.co.kr/view/?no=2026102…
Technological Velociraptor retweeted
SpaceX is a neocloud. You can see it in their segment disclosure: $7.6 billion or 52% sits in SI which is almost entirely neocloud business. It's also the by far fastest growing segment, ie SpaceX turns increasingly into a neocloud. This makes other neoclouds, not launch providers, SpaceX's primary competitors and is the real reason why Elon all of a sudden found an interest in them and starts posting stuff about them.
Technological Velociraptor retweeted
Great essay!
"If mathematical truths exist outside of human minds, awaiting discovery by any intelligence powerful enough to pursue them, then AI’s achievements are surely something to rejoice about. Why should it matter who or what makes the discoveries? But if mathematics is a creative human endeavor—a way of exercising our ingenuity and sharing those experiences with other people—then something achingly precious may be lost when the machines take over and leave us behind."
In this latest dispatch from the front lines of math in the age of AI, I tried to tell it like I see it. theatlantic.com/ideas/2026/1…
Technological Velociraptor retweeted
“We're the largest owner of data centers in the world. That puts us in touch with the six hyperscalers, because we work for all of them. So we know what's happening almost everywhere in this ecosystem.”
Blackstone CEO Stephen Schwarzman reveals how a 2015 bus ride with Jack Ma led to his firm being the world’s largest data center owner
“We did see the whole AI revolution, and that's just because of an accident. When I was in China in 2015, sitting on a bus with Jack Ma, who is the founder of Alibaba, and he started talking about that.”
“I literally had no idea what he was talking about, and he explained that this would be the most consequential technological change which would change the world.”
“So I have a bunch of academic relationships, one of whom was the head of MIT. He said, ‘Jack's underselling this’. So I said, ‘how do you know?’ He said, ‘because we invented AI at MIT.’”
“And we positioned the firm at Blackstone in this unique way where we bought a very large data center, a company, in 2021 for $10 billion. It's now 15 times larger.”
“We're the largest owner of data centers in the world. That puts us in touch with the six hyperscalers, because we work for all of them. So we know what's happening almost everywhere in this ecosystem.”
Technological Velociraptor retweeted
Modders have unlocked hidden AI compute performance on NVIDIA’s RTX 20, 30 and 40-series GPUs.
The modifications remove software-level limits on certain Tensor Core operations, without changing the hardware or flashing a new VBIOS.
- RTX 4090: 165.6 → 331.6 TFLOPS FP16 Tensor Core throughput
-RTX 3090 Ti: 87.5 → 157.4 TFLOPS BF16 performance
- RTX 2080 Ti: 59.9 → 111 TFLOPS FP16→FP32 performance
- RTX 3090: 73.0 → 122.8 TFLOPS in a PyTorch GEMM test
The gains are mainly relevant to AI and compute workloads, not gaming.
Technological Velociraptor retweeted
This is exactly what people suspect Salesforce is like.
Latest (and probably penultimate) Building Slack post is up: buildingslack.com/salesforce…
What it's like being eaten by the whale
Technological Velociraptor retweeted
“We have starlink and launch revenue”
GOOG, META, AMZN, MSFT, ORCL:
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.









































