Imtiaz Adam CS #AI Postgrad |#Strategy #MachineLearning RSI Evolutionary Neurosymbolic |#RL #Agentic | #LLM Liberal | MBA alum @morganstanley @LBS @Columbia_Biz
Joined September 2012
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AI retweeted
Genius decision by the Glazers to give Jim Ratcliffe control of the club. He’s doing such a bad job that there may soon be yearnings for the golden era of Glazer ownership
AI retweeted
🚨 NEW: Polls indicate that the Democrats will win a a majority of the battleground Senate races in next weeks midterms
Alaska: DEM GAIN
🔵 51%
🔴 49%
Georgia: DEM HOLD
🔵 54%
🔴 46%
Iowa: GOP HOLD
🔴 47%
🔵 45%
Kansas: GOP HOLD
🔴 48%
🔵 47%
Maine: DEM GAIN
🔵 50%
🔴 48%
Michigan: DEM HOLD
🔵 47%
🔴 46%
North Carolina: DEM GAIN
🔵 57%
🔴 43%
Ohio: DEM GAIN
🔵 47%
🔴 44%
Texas: DEM GAIN
🔵 51%
🔴 49%
Control of the US Senate: DEM GAIN
🔵 DEM: 52 (+5) (including 2 independents)
🔴 GOP: 48 (-5)
[Via NBC aggregate of polling from ActiVote, Data for Progress, InsiderAdvantage & Fox News]
AI retweeted
The massive magnitude of today’s selloff in Brazilian assets is less about Brazil’s underlying outlook and more about just how confident—and wrong—the consensus view on finance was with respect to a Bolsonaro win.
#brazil #lula #bolsonaro
AI retweeted
🔴 “Ministers must remain loyal to PM on Brexit or leave the cabinet.”
That tells us Westminster now expects a decision serious enough to trigger collective responsibility.
The Times reports that @AndyBurnham is expected to require cabinet ministers to support whatever closer-EU position he ultimately adopts.
Angela Rayner says nothing should be off the table and expects the eventual policy to be put to voters, while ministers themselves remain divided over how far Britain should move back towards Europe. (The Times)
That makes 20 November increasingly consequential.
The UK-EU summit in Brussels is now the point around which Burnham has promised to set out the options for Britain’s long-term relationship with Europe.
What emerges could be:
a menu of options for national debate;
a preferred Government destination;
or an explicit commitment to remove Labour’s inherited Brexit red lines.
AI retweeted
Anthropic $ANT IPO filing shows it now generates $2.08 in revenue for every $1 spent on compute which is up from just $0.40 in Q1 2025.
Whats wild is that revenue grew ~29x while compute spending rose only ~6x as products like Claude Code drive adoption and more efficient models make each AI task cheaper to run.
AI retweeted
Well it looks like Trump BACKING Vivek up only TANKED him more.
Trump is poison to the already-poison GOP.
Can’t wait until November 3.
AI retweeted
Anthropic "is burning cash like crazy" was one big lie, spread by the Ed Zitrons of the world.
For the first 6 months of 2026, Anthropic generated positive free cash flow of $3.4 billion ($3.9 billion of cash flow from operations less $482 million of capex).
And stock-based compensation was only $2.2 billion.. So even FCF less SBC was positive.
AI retweeted
This is why a referendum on the Brexit red lines would be so useful.
For ten years we have argued about what people really voted for in 2016.
Did Leave mean leaving the EU?
Leaving the Single Market?
Ending freedom of movement?
Leaving the customs union?
None of those additional choices appeared on the ballot paper.
🔥 So ask the country directly now @andyburnham :
Should the Government remain bound by the existing Brexit red lines or should it be authorised to negotiate a closer relationship with Europe?
That would finally settle the question people are still arguing about.
Not by interpreting a vote from 2016.
By asking voters what they want today.
The rewriting of 2016 needs challenging.
❌ The referendum ballot did NOT ask: “Should Britain end freedom of movement?”
It asked whether Britain should remain in or leave the EU.
Nothing about leaving the Single Market.
Nothing about the customs union.
Nothing about ending free movement.
And during the referendum prominent Brexit campaigners openly cited Norway and Switzerland as models for Britain outside the EU.
🇳🇴 Norway is in the Single Market and accepts free movement.
The Leave coalition contained several completely different versions of Brexit. The public was never asked to choose between them.
So it is simply not accurate to retrospectively turn 17.4 million Leave votes into 17.4 million votes specifically against free movement.
That interpretation came afterwards.
And if Britain is now deciding what relationship it wants with Europe, voters are perfectly entitled to decide again with the actual choices made explicit.
AI retweeted
OpenAI has released GPT-6.1 Terra, pushing the cost efficiency frontier. It is the first Terra-class model since GPT-5.6, and is more intelligent for less than a third of the cost
Pricing per token is half or less that of GPT-5.6 Terra - at $1/$5 per million input/output tokens vs $2/$12 for the previous model. Cache write has also halved, now at $1.25 per million tokens. Cached input is one quarter at $0.05 vs $0.20 per million tokens.
Key takeaways:
➤ Pareto-optimal for Intelligence vs Cost at low and medium effort: At max effort, GPT-6.1 Terra gains 6 points in the Artificial Analysis Intelligence Index over GPT-5.6 Terra, at less than a third of the cost per task ($0.40 vs $1.40). At lower effort levels the gain is larger, between 7 and 13 points. The low and medium effort levels are Pareto-optimal for cost efficiency, while the other effort levels sit behind the frontier. At max effort, the model scores 4 points below GPT-6.1 Sol and 10 points above GPT-6 Luna in the Intelligence Index.
➤ Pushes the Coding Agent Index cost efficiency frontier: With a score of 48 in the newly released Artificial Analysis Coding Agent Index v2.0, the model is 6 points below GPT-6.1 Sol (54) and 17 points above GPT-6 Luna (31). The xhigh and low effort settings sit on the frontier of cost efficiency in the Coding Agent Index, while other effort levels are behind the frontier.
➤ 50 point drop in hallucination rate: GPT-6.1 Terra guesses 38% of the time when it does not know the answer to a question in AA-Omniscience, our private knowledge and hallucination benchmark. Previously, GPT-5.6 Terra's hallucination rate was 88%. This significant reduction in hallucination is coupled with a 2 point increase in AA-Omniscience accuracy - meaning the model simultaneously answers more questions correctly.
➤ 20 point jump in Terminal-Bench 4.0, small improvements across most evaluations: The model makes significant progress in the terminal-based agentic benchmark, Terminal-Bench 4.0, with a gain of ~20 points, now rivaling GPT-6.1 Sol at max effort. Gains across most other evaluations are smaller, for example, 5 points in GDP.pdf.
Congratulations @OpenAI and @sama on the launch!
AI retweeted
Anthropic just destroyed one of the biggest bear cases against the entire AI industry.
According to its IPO filing, Anthropic had approximately $131.7 billion in cash, cash equivalents, and short term investments as of June 30, 2026. That is an insane amount of liquidity for a company that's investing billions into AI infrastructure while continuing to grow at an incredible pace. But what's even more interesting is that Anthropic is now generating positive operating cash flow and has started turning an operating profit. During the first half of 2026, the company generated approximately $3.9 billion in operating cash flow and $1.6 billion in adjusted operating income. In Q2 alone, it generated nearly $1 billion in GAAP operating profit.
This is important because one of the biggest concerns surrounding frontier AI companies has been how much capital they'll need to continue scaling. A lot of people have assumed these companies would need to constantly raise money just to keep up with their infrastructure spending, but Anthropic's financials are starting to challenge that assumption. Now, Anthropic still has enormous infrastructure commitments ahead of it, so that $131.7 billion isn't necessarily money it can freely spend on anything. And while its cash position is impressive, the company also has significant liabilities and convertible preferred stock on its balance sheet. But here's what I find interesting. Anthropic is growing at an incredible pace, its profitability is improving, and it already has enough liquidity to support a significant amount of future investment. The IPO looks increasingly like an opportunity to strengthen its balance sheet and fund additional expansion rather than something the company desperately needs to survive.
And I think this has much bigger implications for the AI infrastructure industry. If companies like Anthropic can eventually finance more of their infrastructure spending through cash generated by their own businesses, it could make the AI investment cycle much more sustainable than people currently expect. That's especially important for companies supplying the compute, memory, networking, and power that these frontier labs will continue needing.
Anthropic just filed for its IPO and some of these numbers are absolutely insane.
The company generated $16.3 billion in revenue during the first half of 2026, compared to just $1.1 billion during the same period last year. That's incredible growth but what I find even more interesting is how much money Anthropic is spending to sustain it. Anthropic reportedly lost $80.7 billion during the first six months of 2026, although roughly $72 billion came from non cash accounting charges related to convertible financing. So the actual cash burn is nowhere near that headline number. However, the company still spent nearly $9 billion on compute and infrastructure during that period and has at least $518 billion in longer term infrastructure commitments.
And now we have Anthropic reportedly agreeing to spend up to $120.5 billion on computing capacity from SpaceX through 2029, with payments potentially reaching $3.1 billion per month once all the capacity is delivered. We're talking about a company spending billions every single month just to secure enough compute to remain competitive. Meanwhile, Anthropic is expanding its revolving credit commitments from $3.3 billion to $15 billion and increasing its minimum liquidity requirement from $500 million to $5 billion. Essentially, the company is securing access to significantly more financing while making sure it has enough cash available to support these enormous commitments. Another interesting detail is that Anthropic's seven co-founders will retain 50.1% of the voting power through a special Class F share that carries no economic rights. So even after going public, the founders will maintain control over major corporate decisions regardless of how much outside investors contribute.
Personally, I think Anthropic is an incredible business, but I've also been saying for a while now that frontier AI labs are being valued way too aggressively. Growing revenue at this pace is impressive, but eventually investors are going to want to see how much of that revenue actually turns into profits after paying for all this infrastructure. And this is exactly why I continue to prefer the infrastructure side of AI. Whether Anthropic, OpenAI, SpaceX, or another frontier lab comes out ahead, they all need compute, memory, networking, and power to keep scaling. The AI labs are spending hundreds of billions competing against each other, and the infrastructure companies are the ones collecting those checks.
AI retweeted
AI productivity gains are showing up, but only in ~15% of jobs.
The three heaviest AI adopters (information, professional services, finance) went from a 2.2% productivity trend to 5.0% since 2022.
The rest of the economy: 0.9% to 1.4%.
AI retweeted
The drug class we are developing, Claromers, kill nearly all known germs (bacteria, viruses, fungi, and biofilms) with one simple devastating mechanism that has avoided microbial resistance for over 200 million years.
Claromers mimic a natural defense peptide in the human body called LL-37. Each Claromer molecule is very small, only dozens of atoms big - about 1/3 the size of the natural peptide. It is like a spear - a destructive end and a holding shaft or tail end. The shaft side is hydrophobic, which means it is water-avoiding and does not like to touch water. The other side - the pathogen destroyer - is highly positively charged (called “cationic” in science literature), like a powerful magnet that pulls toward anything negatively charged (called “anionic” in science).
Stanford bioengineering Assoc Prof Barron and colleagues wrote in a recent study of Claromers: “These amphipathic peptoids self-assembled in different ways, as determined by small-angle X-ray scattering; some adopt helical bundles, while others form core−shell ellipsoidal or worm-like micelles.” That means the groups form either short twisted bundles, like worms, or small oval shapes like a football. 🏈
The self-assembly into these nano structures I. the watery fluids of the body because the water-avoiding shaft-tails point inward toward each other , away from the water. The positive pathogen-killer ends stick outward like sharpened spears. The molecules stick together on their own into tight groups.
These groups attack like a three-dimensional Greek phalanx, a tight formation of soldiers. Like a football made of spears. The spears face out. Because each molecule is so tiny its mass is almost zero. When the positive killer ends feel the pull of the germ’s outer covering they accelerate from standing still to nearly the speed of light with almost no friction, like lightning bolt ⚡️ leaping towards the pathogen. The killer-football formation hits all at once the with huge kinetic energy and blows apart the outer membrane of the pathogen.
The germ cannot survive. It is destroyed in a microsecond.
Barron and colleagues also wrote: “While self-assembly correlated overall with antibacterial efficacy... Certain self-assembled morphologies seem better-suited for antibacterial activity.” The football 🏈 hits harder.
We choose the super effective oval shapes that mass the spears for the strongest hit.
AI retweeted
🎉 We could be heading towards another huge election argument over Brexit.
So we need to start explaining what a genuinely closer relationship with Europe could actually restore for Britain. @andyburnham
🥂 Freedom to live and work across Europe again, opening up opportunities for British people across the EU and wider EEA.
🥂 Freedom from work visas and their costs, including for European workers coming to help British farms, hospitality and other sectors struggling to recruit.
🥂 A level playing field for British farmers and businesses, competing inside a common European regulatory framework rather than from outside it.
🥂 Far fewer trade barriers with our largest neighbouring market,
particularly if Single Market participation is combined with the customs and food/SPS arrangements needed to remove agricultural friction.
🥂 A route back to the Common Agricultural Policy if Britain ultimately rejoins the EU, restoring British farmers to the same support framework as their European competitors.
🥂 Stronger food security,
reconnecting British farming and food production with the European supply chains on which we depend.
🥂 Closer energy integration,
improving resilience against geopolitical and supply shocks.
🥂 The freedom to retire across Europe again.
🥂 Easier pet 🐶 travel again moving back towards the simple European pet-passport system.
🥂 Full European opportunities for young people: Erasmus, study, training, ski seasons, hospitality work and careers across the continent.
🥂 Less friction for Gibraltar 🇬🇮
🥂 Deeper police 👮 and security cooperation.
🥂 Potentially easier travel through European borders, depending on the mobility and border arrangements negotiated.
This debate should not be reduced to another argument about whether people were right or wrong in 2016.
The question now is much more practical:
Which freedoms, protections, opportunities and security arrangements does Britain want back?
“I would like to see that happen in my lifetime.”
Prime Minister Andy Burnham tells Good Morning Britain he believes Brexit has weakened the UK economy and its control over immigration.
But he insists the British public must have the final say, ruling out a move to rejoin the EU during this Parliament.
#brexit #uk #politics
AI retweeted
GPT-6.1 Terra: delivering fast and capable computer use at a lower price.
GPT-6.1 Terra understands what’s on screen, takes action across apps, writes naturally, and is a more capable model for your whole workday with the efficiency to take on more of it.
🤖 Made with AI
AI retweeted
Scientists watched the brain flip between a face it was seeing and a face it was hiding, about 15 times every second.
Researchers at UC Berkeley, led by Janis Hesse and Doris Tsao, recorded thousands of individual neurons in two rhesus monkeys using ultra-thin electrode probes.
The monkeys looked at a trick display: one face was shown to one eye, then a second face was flashed to the other eye. The flashed face is the one people consciously see, while the first is still there but pushed out of awareness.
Instead of simply silencing the hidden face, the same face-sensitive cells in the temporal and frontal lobes alternated between the two, spending about 60 milliseconds on each before switching back.
That matters because scientists have long hunted for a specific spot where consciousness lives.
These results hint that timing, not just location, decides what reaches awareness: the brain keeps both options alive and rapidly picks which one gets the spotlight. It's an early preprint, not yet peer reviewed, based on two monkeys.
source: Hesse, J. K., Lanfranchi, F. F., McGrory, C., Shi, Y., Engel, T. A., & Tsao, D. Y. (2026). Rapid alternation of conscious and suppressed stimulus representations in the primate brain [Preprint]. bioRxiv.
AI retweeted
GOLDMAN:
“.. we are starting to see clearer signs that the AI impact is spreading beyond the technology sector. .. the share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth ..”
AI retweeted
Elon Musk has spent more money on American elections in the last two years than George Soros has in his entire life.
AI retweeted
scientists just took blood cells from an 80 year old and turned them into neural stem cells with a biological age under 20
60 years of aging wiped out in a lab dish. this is getting real
sciencedaily.com/releases/20…
