Divining atoms to create a planetary map of resources @Atomionics
Earth
Joined May 2012
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I wonder what the comparison will be to Opus 5.5 or Fable or gpt6.1. An individual company that has the rest of the infrastructure except for intelligence can have a slightly worse model performance and still offer the best service
The bitter lesson would mean that intelligence will be better at the model level for the hyperscalers but probably not the service.
We were able to fine tune an open weight model (Qwen3.5-9B) on proprietary internal data at @coinbase, and it out performed frontier models, at much lower cost and speed, for a specialized task (fraud prevention in this case).
I think we'll see more of this pattern inside companies. The frontier models are amazing generalists. But increasingly you'll see specialist models out perform on more narrow tasks, either working on teams, or by themselves.
We're making it easy to fine tune models internally for our employees. We even have a skill for it in our internal harness that makes it easy to spin these up and start training them:
"/fine-tune-and-serve-llm I want to fine-tune Qwen for payments risk review. help me get started"
I imagine we'll have some backend services that could be replaced entirely by this new architecture.
This was actually an incredible announcement. The DOW and the DOE are both focused heavily on quantum. The energy was palpable.
@atomionics will do our part to ensure a new age in intelligence
This is where media outlets misrepresent clips into something completely different. The whole ceremony was a celebration with the obvious camaraderie between the group. In fact he couldn't have spoken more highly of musk.
Honestly, this is my Coachella
excited to hear and discuss about the future of science in the age of AI in DC tomorrow.
THE GOLDEN AGE OF DISCOVERY is upon us.
Communication, energy, and defense can't be outsourced. Intelligence is now in the same list.
Unless theres a 10x advantage. If you give a killswitch for Communication to a third party then that is a huge sovereignty issue
Wow. The golden age of science.
When you think about the intellectual labor that humans used to go through for satisfying our curiosity, it is through the mode of pattern recognition and reasoning. Both of these factors are now going to be done much better by AI, and this essentially means that the questions we ask now start mattering more and more.
Ask yourself. What curiosity captures your mind?
We’re releasing a broad range of new mathematical results produced by an internal frontier model.
We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.
github.com/openai/math
It is wild that light impacts cells so Materially. Its a discovery that means a lot irrespective of the Nobel or not. incredible work by all involved snd well deserved
BREAKING NEWS
The 2026 #NobelPrize in Physiology or Medicine has been awarded to Karl Deisseroth, Peter Hegemann and Georg Nagel “for their discoveries concerning light-gated ion channels and optogenetics.”
Every industry is going to be reinvented. Its the only time we have to leapfrog.
Mining in the US, big 5 accounting in India.
You may be interested in reading how Claude is now easily beating Accountants in skills. May be PM's call for a home grown Big 5 could be developed using AI. mercor.com/blog/human-baseli…
We are hitting this weird zone where the demand is insanely ramping up but the supply is insanely shrinking.
The major copper ore types are
Iron oxide copper gold (skarn)
Porphyry copper
Iocg exploration is limited because you keep hitting the iron without knowing if theres copper and copper porphyry is a spread out deposit type that is pretty deep
Current exploration relies so heavily on drilling that finding and bringing it online will take 10-12 years
The demand for energy is so vast that we are now in the phase where if you have built infrastructure and trust with the producers, you build!
LNG has gone full wildcat. Here's $100 million going into a LNG project with lots of signed MOUs, HOAs, and several cocktail napkins. The highly successful CEO's background is in the manufacturing of home furnishings. Baker Hughes is in for 5%. I love America. @ColumbiaUEnergy
Honestly, the comments on @dwarkesh_sp podcast about OpenAI spending vast money on compute 'like a drunken sailor' sounds hypocritical in hindsight?
Anthropic IPO prospectus leaked to Reuters
Anthropic reported a net loss of $42 billion in 2025, and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year, according to the prospectus.
The prospectus details how the company has grown sharply in the last year — while also posting wider losses. Revenue grew 12-fold in 2025 to nearly $4.6 billion, even as the company lost more than $8 billion on an operating basis, excluding writedowns of various liabilities mostly tied to previous fundraising, according to the documents, reported here for the first time.
reuters.com/business/finance…
Mining within the borders of the United States is absolutely critical.
The US has one of the most prolific endowments underground. The USGS reports $35T of Copper under the ground in the US.
IF we are able to access it, the US will dominate the new world of data centers and on shore manufacturing.
This is what happened with Shale, great to see strong support for unlocking the resources.
This endowment will help mitigate the income disparity for the population
Mined, Melted, and Poured in America: President Trump Reverses Years of Anti-Mining Policy whitehouse.gov/releases/2026…
High ceilings in an office with enough sunlight makes the mind more creative, the heart more dedicated to the task, and the atoms cooler.
@atomionics
Wait till the first metal out of the ground in the US comes out in 12 months from a mine from scratch.
Thw trading teams at the big mining companies are the profit centers for producers.
Every mining company wants to be a trading company too but this may lead to internal fiefdoms.
Rio Tinto to expand metals trading beyond own output dlvr.it/TVd9DV
I have so many theories.
Theory on the golden age of science
There is a lack of optimism with AI.
CAn AI bring back the golden age of enlightenment
How to build an ideal deep tech team
Theres a blog post here
Copper will.be like Nvidia in 2023, consensus but still not consensus enough.
Go long on copper as much as you can
