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AGI Dreams Podcast – July 22, 2026 · AGI Dreams – Open, Uncensored, & Local - AI News Digest

• 0:00
  Cisco
• 0:00
  dropped
• 0:01
  Antares
• 0:01
  this
• 0:01
  week:
• 0:02
  a
• 0:02
  family
• 0:02
  of
• 0:02
  compact
• 0:03
  language
• 0:03
  models
• 0:03
  --
• 0:04
  350M,
• 0:04
  1B,
• 0:04
  and
• 0:05
  3B
• 0:05
  parameters
• 0:06
  --
• 0:07
  purpose-built
• 0:08
  for
• 0:08
  agentic
• 0:08
  vulnerability
• 0:09
  localization.
• 0:10
  Based
• 0:11
  on
• 0:11
  IBM
• 0:11
  Granite
• 0:11
  checkpoints
• 0:12
  and
• 0:12
  trained
• 0:12
  through
• 0:13
  supervised
• 0:13
  fine-tuning
• 0:14
  on
• 0:14
  cybersecurity
• 0:14
  reasoning
• 0:15
  data
• 0:15
  followed
• 0:16
  by
• 0:16
  reinforcement
• 0:16
  learning
• 0:16
  from
• 0:17
  verifiable
• 0:17
  rewards,
• 0:18
  Antares-3B
• 0:19
  approaches
• 0:19
  GPT-5.5
• 0:20
  on
• 0:20
  VLoc
• 0:21
  Bench
• 0:21
  while
• 0:21
  being
• 0:22
  orders
• 0:22
  of
• 0:22
  magnitude
• 0:22
  smaller.
• 0:23
  The
• 0:24
  numbers
• 0:24
  are
• 0:24
  striking:
• 0:25
  a
• 0:25
  full
• 0:25
  500-task
• 0:26
  evaluation
• 0:26
  sweep
• 0:27
  completes
• 0:27
  in
• 0:27
  approximately
• 0:27
  15
• 0:28
  minutes
• 0:28
  on
• 0:28
  a
• 0:28
  single
• 0:29
  H100,
• 0:30
  at
• 0:30
  an
• 0:30
  amortized
• 0:31
  cost
• 0:31
  of
• 0:31
  less
• 0:31
  than
• 0:31
  $0.002
• 0:33
  per
• 0:33
  task.
• 0:34
  Given
• 0:34
  only
• 0:34
  a
• 0:34
  CWE
• 0:35
  category
• 0:35
  description
• 0:36
  and
• 0:36
  terminal
• 0:36
  access,
• 0:37
  Antares
• 0:37
  autonomously
• 0:38
  searches
• 0:38
  a
• 0:38
  codebase,
• 0:39
  inspects
• 0:39
  files,
• 0:40
  follows
• 0:40
  call
• 0:40
  chains,
• 0:41
  and
• 0:41
  submits
• 0:41
  vulnerable
• 0:41
  paths
• 0:42
  --
• 0:42
  end-to-end,
• 0:43
  no
• 0:43
  static-analysis
• 0:44
  front
• 0:44
  end,
• 0:44
  no
• 0:45
  frozen
• 0:45
  frontier
• 0:45
  API
• 0:46
  wrapper.
• 0:46
  Cisco
• 0:47
  publicly
• 0:47
  released
• 0:47
  the
• 0:47
  350M
• 0:48
  and
• 0:48
  1B
• 0:49
  variants
• 0:49
  on
• 0:50
  HuggingFace
• 0:50
  .
• 0:51
  The
• 0:51
  training
• 0:51
  pipeline
• 0:52
  is
• 0:52
  worth
• 0:52
  understanding.
• 0:53
  Antares
• 0:53
  uses
• 0:54
  a
• 0:54
  two-stage
• 0:54
  approach:
• 0:55
  supervised
• 0:55
  fine-tuning
• 0:56
  on
• 0:56
  a
• 0:56
  security
• 0:57
  and
• 0:57
  deep
• 0:57
  research
• 0:57
  corpus
• 0:58
  plus
• 0:58
  terminal
• 0:58
  trajectories
• 0:59
  teaches
• 0:59
  the
• 0:59
  model
• 1:00
  how
• 1:00
  to
• 1:00
  navigate
• 1:00
  repositories,
• 1:02
  then
• 1:02
  GRPO
• 1:02
  reinforcement
• 1:03
  learning
• 1:03
  over
• 1:04
  vulnerable
• 1:04
  repos
• 1:04
  optimizes
• 1:05
  complete
• 1:06
  multi-turn
• 1:06
  trajectories
• 1:07
  using
• 1:07
  verifiable
• 1:07
  file-level
• 1:08
  localization
• 1:08
  rewards.
• 1:09
  The
• 1:10
  RL
• 1:10
  stage
• 1:10
  induces
• 1:11
  a
• 1:11
  search-verify-refine
• 1:12
  policy
• 1:12
  --
• 1:13
  the
• 1:13
  model
• 1:13
  learns
• 1:14
  to
• 1:14
  hypothesize,
• 1:15
  check,
• 1:15
  and
• 1:15
  revise
• 1:15
  rather
• 1:16
  than
• 1:16
  grepping
• 1:16
  blindly.
• 1:17
  Task-specific
• 1:18
  training
• 1:18
  dominates
• 1:19
  raw
• 1:19
  parameter
• 1:19
  scale:
• 1:20
  Antares-3B
• 1:21
  outperforms
• 1:22
  open-weight
• 1:22
  models
• 1:22
  200x
• 1:23
  larger
• 1:24
  because
• 1:24
  it
• 1:24
  has
• 1:24
  learned
• 1:24
  the
• 1:24
  search
• 1:25
  strategy,
• 1:25
  not
• 1:25
  just
• 1:26
  the
• 1:26
  vocabulary.
• 1:27
  Google
• 1:27
  simultaneously
• 1:28
  shipped
• 1:29
  Gemini
• 1:29
  3.5
• 1:30
  Flash
• 1:30
  Cyber,
• 1:31
  a
• 1:31
  fine-tuned
• 1:31
  variant
• 1:32
  of
• 1:32
  Flash
• 1:33
  built
• 1:33
  specifically
• 1:33
  for
• 1:33
  finding
• 1:34
  and
• 1:34
  fixing
• 1:34
  cybersecurity
• 1:35
  vulnerabilities.
• 1:37
  Within
• 1:37
  CodeMender
• 1:37
  --
• 1:38
  Google's
• 1:39
  multi-agent
• 1:39
  security
• 1:40
  orchestrator
• 1:40
  --
• 1:40
  Flash
• 1:41
  Cyber
• 1:41
  reaches
• 1:41
  competitive
• 1:42
  frontier
• 1:42
  performance
• 1:43
  on
• 1:43
  the
• 1:43
  CyberGym
• 1:43
  benchmark.
• 1:44
  Unlike
• 1:44
  Antares,
• 1:45
  Flash
• 1:45
  Cyber
• 1:46
  is
• 1:46
  exclusively
• 1:46
  available
• 1:47
  to
• 1:47
  governments
• 1:47
  and
• 1:48
  trusted
• 1:48
  partners
• 1:48
  through
• 1:49
  a
• 1:49
  limited-access
• 1:49
  pilot,
• 1:50
  which
• 1:50
  says
• 1:50
  something
• 1:51
  about
• 1:51
  how
• 1:51
  seriously
• 1:52
  Google
• 1:52
  takes
• 1:52
  the
• 1:52
  dual-use
• 1:53
  problem.
• 1:53
  Meanwhile,
• 1:54
  Gemini
• 1:54
  3.6
• 1:55
  Flash
• 1:55
  landed
• 1:56
  as
• 1:56
  a
• 1:56
  broader
• 1:56
  efficiency
• 1:57
  upgrade:
• 1:57
  17%
• 1:58
  fewer
• 1:58
  output
• 1:59
  tokens
• 1:59
  than
• 1:59
  3.5
• 2:00
  Flash,
• 2:01
  DeepSWE
• 2:01
  scores
• 2:02
  jumping
• 2:02
  from
• 2:02
  37%
• 2:03
  to
• 2:03
  49%,
• 2:04
  and
• 2:04
  pricing
• 2:05
  at
• 2:05
  $1.50/$7.50
• 2:07
  per
• 2:07
  million
• 2:08
  tokens.
• 2:08
  Flash-Lite
• 2:09
  pushes
• 2:09
  throughput
• 2:10
  to
• 2:10
  350
• 2:11
  output
• 2:11
  tokens
• 2:11
  per
• 2:11
  second
• 2:12
  .
• 2:12
  Underpinning
• 2:13
  the
• 2:13
  urgency:
• 2:14
  the
• 2:14
  linux-cve-announce
• 2:14
  mailing
• 2:15
  list
• 2:15
  published
• 2:15
  over
• 2:16
  400
• 2:16
  CVEs
• 2:17
  in
• 2:17
  a
• 2:17
  single
• 2:17
  24-hour
• 2:18
  window.
• 2:19
  The
• 2:19
  coordination
• 2:19
  gap
• 2:20
  between
• 2:20
  kernel
• 2:20
  maintainers
• 2:21
  and
• 2:21
  downstream
• 2:21
  distributions
• 2:22
  remains
• 2:23
  the
• 2:23
  structural
• 2:23
  weakness
• 2:23
  it
• 2:24
  has
• 2:24
  always
• 2:24
  been
• 2:24
  --
• 2:25
  a
• 2:25
  vulnerability
• 2:26
  goes
• 2:26
  uncoordinated
• 2:27
  unless
• 2:27
  the
• 2:27
  reporter
• 2:28
  chooses
• 2:28
  to
• 2:28
  engage
• 2:28
  linux-distros.
• 2:30
  AI-accelerated
• 2:31
  scanning
• 2:31
  is
• 2:31
  almost
• 2:31
  certainly
• 2:32
  changing
• 2:32
  the
• 2:32
  disclosure
• 2:33
  cadence,
• 2:33
  and
• 2:34
  the
• 2:34
  volume
• 2:34
  is
• 2:34
  outpacing
• 2:35
  human
• 2:35
  triage
• 2:35
  capacity
• 2:36
  .
• 2:39
  Formal
• 2:39
  verification
• 2:40
  is
• 2:40
  crossing
• 2:40
  a
• 2:41
  threshold:
• 2:42
  it
• 2:42
  is
• 2:42
  no
• 2:42
  longer
• 2:42
  just
• 2:43
  something
• 2:43
  AI
• 2:43
  does
• 2:44
  to
• 2:44
  math.
• 2:45
  It
• 2:45
  is
• 2:45
  becoming
• 2:45
  something
• 2:46
  AI
• 2:46
  does
• 2:46
  to
• 2:47
  itself.
• 2:48
  TraceFix,
• 2:48
  presented
• 2:49
  at
• 2:49
  the
• 2:49
  ACM
• 2:49
  Conference
• 2:50
  on
• 2:50
  AI
• 2:50
  and
• 2:50
  Agentic
• 2:51
  Systems,
• 2:52
  introduces
• 2:52
  a
• 2:52
  verification-first
• 2:53
  pipeline
• 2:54
  for
• 2:54
  multi-agent
• 2:54
  coordination
• 2:55
  using
• 2:55
  TLA+
• 2:56
  and
• 2:56
  PlusCal.
• 2:57
  An
• 2:57
  orchestration
• 2:58
  agent
• 2:58
  synthesizes
• 2:59
  a
• 2:59
  protocol
• 2:59
  topology
• 3:00
  from
• 3:00
  a
• 3:00
  task
• 3:00
  description,
• 3:01
  generates
• 3:02
  model-checkable
• 3:02
  coordination
• 3:03
  logic,
• 3:03
  and
• 3:04
  iteratively
• 3:04
  repairs
• 3:04
  it
• 3:04
  using
• 3:05
  TLC
• 3:05
  counterexample
• 3:06
  traces
• 3:06
  until
• 3:06
  verification
• 3:07
  succeeds.
• 3:08
  On
• 3:09
  48
• 3:09
  tasks
• 3:09
  spanning
• 3:10
  16
• 3:10
  scenario
• 3:10
  families,
• 3:11
  TraceFix
• 3:12
  achieves
• 3:12
  100%
• 3:12
  final
• 3:13
  TLC
• 3:13
  verification
• 3:14
  --
• 3:15
  62.5%
• 3:16
  pass
• 3:16
  on
• 3:16
  the
• 3:16
  first
• 3:17
  attempt,
• 3:17
  and
• 3:17
  none
• 3:18
  require
• 3:18
  more
• 3:18
  than
• 3:18
  four
• 3:19
  repair
• 3:19
  iterations.
• 3:20
  State
• 3:20
  spaces
• 3:21
  span
• 3:21
  six
• 3:21
  orders
• 3:22
  of
• 3:22
  magnitude
• 3:22
  yet
• 3:23
  verification
• 3:23
  completes
• 3:24
  in
• 3:24
  under
• 3:24
  60
• 3:24
  seconds
• 3:25
  for
• 3:25
  every
• 3:25
  task.
• 3:26
  In
• 3:27
  runtime
• 3:27
  comparison
• 3:27
  across
• 3:28
  3,456
• 3:29
  runs,
• 3:30
  topology-monitored
• 3:31
  execution
• 3:31
  hits
• 3:32
  89.4%
• 3:33
  average
• 3:33
  task
• 3:33
  completion
• 3:34
  and
• 3:34
  degrades
• 3:35
  at
• 3:35
  roughly
• 3:35
  half
• 3:35
  the
• 3:35
  rate
• 3:36
  of
• 3:36
  prompt-only
• 3:36
  baselines
• 3:37
  when
• 3:37
  model
• 3:37
  capability
• 3:38
  drops
• 3:38
  .
• 3:39
  This
• 3:39
  matters
• 3:39
  because
• 3:40
  multi-agent
• 3:40
  coordination
• 3:41
  is
• 3:41
  a
• 3:41
  distributed
• 3:41
  systems
• 3:42
  problem,
• 3:43
  and
• 3:43
  no
• 3:43
  amount
• 3:43
  of
• 3:43
  model
• 3:43
  intelligence
• 3:44
  can
• 3:44
  escape
• 3:44
  the
• 3:44
  impossibility
• 3:45
  arguments.
• 3:46
  FLP
• 3:46
  tells
• 3:46
  us
• 3:47
  we
• 3:47
  cannot
• 3:47
  guarantee
• 3:47
  both
• 3:48
  safety
• 3:48
  and
• 3:48
  liveness;
• 3:49
  Byzantine
• 3:50
  generals
• 3:50
  set
• 3:50
  hard
• 3:50
  bounds
• 3:51
  on
• 3:51
  fault
• 3:51
  tolerance.
• 3:52
  TraceFix
• 3:53
  does
• 3:53
  not
• 3:53
  try
• 3:53
  to
• 3:53
  solve
• 3:53
  these
• 3:54
  impossibility
• 3:54
  results
• 3:54
  --
• 3:55
  it
• 3:55
  exploits
• 3:56
  a
• 3:56
  fundamental
• 3:56
  asymmetry:
• 3:57
  generating
• 3:57
  a
• 3:58
  correct
• 3:58
  concurrent
• 3:58
  protocol
• 3:59
  is
• 3:59
  hard,
• 4:00
  but
• 4:00
  checking
• 4:00
  one
• 4:00
  is
• 4:01
  mechanical.
• 4:02
  On
• 4:02
  the
• 4:02
  infrastructure
• 4:02
  side,
• 4:03
  franken
• 4:03
  lean
• 4:04
  is
• 4:04
  a
• 4:04
  ground-up
• 4:04
  Rust
• 4:05
  reimplementation
• 4:05
  of
• 4:05
  the
• 4:06
  entire
• 4:06
  Lean
• 4:06
  4
• 4:07
  toolchain
• 4:07
  --
• 4:08
  parser,
• 4:08
  macro
• 4:09
  engine,
• 4:09
  elaborator,
• 4:10
  trusted
• 4:10
  kernel,
• 4:11
  VM,
• 4:11
  build
• 4:12
  system,
• 4:12
  and
• 4:12
  language
• 4:13
  server.
• 4:13
  The
• 4:14
  kernel
• 4:14
  is
• 4:14
  constrained
• 4:15
  to
• 4:15
  12
• 4:15
  KLOC
• 4:16
  with
• 4:16
  forbid(unsafe
• 4:16
  code),
• 4:17
  produces
• 4:18
  proof
• 4:18
  certificates,
• 4:19
  and
• 4:19
  ships
• 4:19
  agent-native
• 4:20
  MCP
• 4:21
  tools
• 4:21
  over
• 4:21
  O(1)
• 4:22
  proof-state
• 4:22
  snapshots.
• 4:23
  Mathlib's
• 4:24
  tactics
• 4:24
  run
• 4:24
  unmodified
• 4:25
  on
• 4:25
  franken
• 4:26
  lean's
• 4:26
  own
• 4:26
  VM.
• 4:27
  Given
• 4:27
  how
• 4:27
  central
• 4:28
  Lean
• 4:28
  4
• 4:28
  has
• 4:29
  become
• 4:29
  to
• 4:29
  the
• 4:29
  AI-for-math
• 4:30
  research
• 4:30
  program,
• 4:31
  a
• 4:31
  clean
• 4:32
  reimplementation
• 4:33
  that
• 4:33
  eliminates
• 4:33
  the
• 4:33
  C++
• 4:34
  substrate,
• 4:35
  GMP
• 4:35
  dependency,
• 4:36
  and
• 4:36
  per-worker
• 4:37
  60-second
• 4:37
  import
• 4:38
  tax
• 4:38
  is
• 4:39
  architecturally
• 4:39
  significant
• 4:40
  .
• 4:40
  For
• 4:40
  those
• 4:41
  wanting
• 4:41
  to
• 4:41
  understand
• 4:41
  the
• 4:42
  verification
• 4:42
  landscape,
• 4:43
  HashCloak
• 4:43
  published
• 4:44
  a
• 4:44
  solid
• 4:44
  introductory
• 4:45
  tutorial
• 4:45
  on
• 4:45
  formal
• 4:46
  verification
• 4:46
  with
• 4:46
  Lean
• 4:47
  ).
• 4:47
  And
• 4:47
  then
• 4:47
  there
• 4:48
  is
• 4:48
  the
• 4:48
  headline
• 4:48
  result:
• 4:49
  Claude
• 4:49
  Fable
• 4:49
  5,
• 4:50
  guided
• 4:50
  by
• 4:50
  Anthropic
• 4:51
  mathematician
• 4:52
  Akhil
• 4:52
  Mathew,
• 4:53
  appears
• 4:53
  to
• 4:53
  have
• 4:53
  disproved
• 4:54
  an
• 4:54
  87-year-old
• 4:55
  conjecture
• 4:55
  that
• 4:55
  Smale
• 4:56
  listed
• 4:56
  as
• 4:56
  problem
• 4:56
  #16
• 4:57
  on
• 4:57
  his
• 4:57
  18
• 4:58
  problems
• 4:58
  for
• 4:58
  the
• 4:58
  21st
• 4:59
  century
• 4:59
  --
• 5:00
  the
• 5:00
  same
• 5:00
  list
• 5:01
  that
• 5:01
  includes
• 5:01
  P
• 5:01
  vs
• 5:02
  NP
• 5:02
  and
• 5:02
  the
• 5:02
  Riemann
• 5:03
  Hypothesis.
• 5:04
  The
• 5:04
  computation
• 5:05
  is
• 5:05
  simply
• 5:05
  checkable,
• 5:06
  and
• 5:06
  the
• 5:06
  r/math
• 5:07
  community
• 5:08
  has
• 5:08
  confirmed
• 5:08
  credentials
• 5:09
  and
• 5:09
  verified
• 5:09
  the
• 5:10
  approach.
• 5:11
  This
• 5:11
  is
• 5:11
  a
• 5:11
  counterexample,
• 5:12
  not
• 5:12
  a
• 5:12
  complex
• 5:13
  proof,
• 5:13
  which
• 5:13
  makes
• 5:14
  it
• 5:14
  more
• 5:14
  credible:
• 5:15
  a
• 5:15
  single
• 5:15
  verifiable
• 5:16
  case
• 5:16
  that
• 5:16
  kills
• 5:17
  the
• 5:17
  conjecture.
• 5:18
  The
• 5:18
  consensus
• 5:19
  framing
• 5:19
  is
• 5:19
  right
• 5:19
  --
• 5:20
  human-AI
• 5:20
  collaboration,
• 5:21
  not
• 5:22
  AI
• 5:22
  supremacy
• 5:22
  --
• 5:23
  but
• 5:23
  it
• 5:23
  is
• 5:23
  the
• 5:24
  highest
• 5:24
  weight
• 5:24
  class
• 5:25
  any
• 5:25
  LLM
• 5:25
  has
• 5:26
  reached
• 5:26
  in
• 5:26
  pure
• 5:26
  mathematics
• 5:26
  .
• 5:29
  Poolside
• 5:30
  released
• 5:30
  Laguna
• 5:31
  S
• 5:31
  2.1:
• 5:32
  a
• 5:32
  118B-parameter
• 5:34
  MoE
• 5:34
  model
• 5:34
  with
• 5:34
  8B
• 5:35
  activated
• 5:35
  per
• 5:36
  token,
• 5:36
  trained
• 5:36
  start-to-launch
• 5:37
  in
• 5:37
  under
• 5:37
  nine
• 5:38
  weeks.
• 5:39
  It
• 5:39
  scores
• 5:40
  70.2%
• 5:41
  on
• 5:41
  Terminal-Bench
• 5:42
  2.1
• 5:43
  with
• 5:43
  thinking
• 5:43
  enabled
• 5:44
  (60.4%
• 5:45
  without),
• 5:46
  supports
• 5:46
  a
• 5:47
  1M-token
• 5:47
  context
• 5:48
  window,
• 5:49
  and
• 5:49
  independently
• 5:50
  re-derived
• 5:50
  a
• 5:50
  proof
• 5:51
  to
• 5:51
  Erdos
• 5:51
  problem
• 5:51
  #397
• 5:53
  in
• 5:53
  a
• 5:53
  68-minute
• 5:54
  session
• 5:55
  using
• 5:55
  Perl
• 5:55
  for
• 5:55
  number
• 5:56
  theory
• 5:56
  --
• 5:57
  a
• 5:57
  structurally
• 5:57
  different
• 5:58
  construction
• 5:58
  from
• 5:58
  the
• 5:58
  known
• 5:59
  six-index
• 5:59
  family.
• 6:00
  Poolside's
• 6:01
  thesis
• 6:01
  is
• 6:02
  explicit:
• 6:03
  raw
• 6:03
  intelligence
• 6:04
  is
• 6:04
  one
• 6:04
  axis,
• 6:05
  but
• 6:05
  model
• 6:05
  disposition
• 6:06
  --
• 6:07
  persistence,
• 6:08
  verification,
• 6:09
  willingness
• 6:09
  to
• 6:09
  backtrack
• 6:10
  --
• 6:11
  is
• 6:11
  a
• 6:11
  second
• 6:12
  axis
• 6:12
  that
• 6:12
  matters
• 6:12
  immensely.
• 6:14
  They
• 6:14
  are
• 6:14
  publishing
• 6:14
  full
• 6:15
  trajectories
• 6:15
  for
• 6:15
  every
• 6:16
  trial
• 6:16
  in
• 6:16
  every
• 6:16
  benchmark,
• 6:17
  which
• 6:17
  is
• 6:18
  how
• 6:18
  evaluation
• 6:18
  should
• 6:19
  work
• 6:19
  .
• 6:19
  The
• 6:19
  Fable
• 6:20
  Method
• 6:20
  takes
• 6:20
  a
• 6:20
  different
• 6:21
  angle
• 6:21
  on
• 6:21
  the
• 6:21
  same
• 6:21
  problem.
• 6:23
  Rather
• 6:23
  than
• 6:23
  scaling
• 6:23
  model
• 6:24
  size,
• 6:24
  it
• 6:24
  distills
• 6:25
  the
• 6:25
  workflow
• 6:25
  Claude
• 6:26
  Fable
• 6:26
  5
• 6:26
  used
• 6:27
  during
• 6:27
  its
• 6:27
  final
• 6:27
  days
• 6:28
  into
• 6:28
  a
• 6:28
  set
• 6:28
  of
• 6:28
  skills
• 6:29
  any
• 6:29
  model
• 6:29
  can
• 6:29
  follow:
• 6:30
  classify
• 6:31
  the
• 6:31
  ask,
• 6:32
  define
• 6:32
  done,
• 6:33
  gather
• 6:33
  evidence
• 6:34
  in
• 6:34
  parallel,
• 6:35
  commit
• 6:35
  to
• 6:35
  one
• 6:35
  recommendation,
• 6:36
  change
• 6:37
  the
• 6:37
  smallest
• 6:37
  correct
• 6:37
  thing,
• 6:38
  verify
• 6:39
  by
• 6:39
  observation.
• 6:40
  Across
• 6:40
  15
• 6:41
  eval
• 6:41
  rounds
• 6:42
  and
• 6:42
  260+
• 6:43
  agent
• 6:43
  runs
• 6:43
  with
• 6:43
  blind
• 6:44
  LLM
• 6:44
  judges,
• 6:45
  the
• 6:45
  method's
• 6:46
  value
• 6:46
  concentrates
• 6:47
  at
• 6:47
  traps
• 6:47
  --
• 6:48
  authority
• 6:48
  conflicts,
• 6:49
  false
• 6:49
  completion
• 6:50
  claims,
• 6:50
  weak
• 6:51
  executors
• 6:51
  --
• 6:52
  not
• 6:52
  everywhere.
• 6:53
  Haiku
• 6:53
  with
• 6:54
  the
• 6:54
  method
• 6:54
  catches
• 6:54
  4/4
• 6:55
  spec-vs-test
• 6:56
  conflicts
• 6:56
  that
• 6:56
  bare
• 6:57
  Haiku
• 6:57
  misses
• 6:57
  entirely.
• 6:59
  The
• 6:59
  lift
• 6:59
  is
• 6:59
  inversely
• 6:59
  proportional
• 7:00
  to
• 7:00
  model
• 7:00
  tier,
• 7:01
  which
• 7:01
  is
• 7:01
  the
• 7:01
  repo's
• 7:02
  thesis
• 7:02
  .
• 7:03
  Laguna
• 7:03
  S
• 7:03
  2.1
• 7:04
  also
• 7:05
  built
• 7:05
  a
• 7:05
  working
• 7:05
  HTML/CSS
• 7:07
  rendering
• 7:07
  engine
• 7:08
  from
• 7:08
  an
• 7:08
  empty
• 7:08
  folder
• 7:09
  in
• 7:09
  one
• 7:09
  50-minute
• 7:10
  session
• 7:10
  of
• 7:10
  181
• 7:11
  steps
• 7:12
  with
• 7:12
  no
• 7:12
  human
• 7:12
  intervention,
• 7:13
  then
• 7:14
  proved
• 7:14
  it
• 7:14
  rendered
• 7:14
  correctly
• 7:15
  by
• 7:15
  running
• 7:16
  headless
• 7:16
  Chromium
• 7:16
  and
• 7:17
  comparing
• 7:17
  screenshots
• 7:18
  numerically.
• 7:19
  In
• 7:19
  a
• 7:19
  separate
• 7:19
  run,
• 7:20
  it
• 7:20
  made
• 7:20
  Poolside's
• 7:21
  own
• 7:21
  agent
• 7:22
  harness
• 7:22
  5.2%
• 7:23
  faster
• 7:23
  with
• 7:24
  70%
• 7:24
  lower
• 7:24
  memory
• 7:25
  allocation.
• 7:26
  These
• 7:26
  are
• 7:26
  not
• 7:26
  benchmark
• 7:27
  scores
• 7:27
  --
• 7:28
  they
• 7:28
  are
• 7:28
  observed
• 7:29
  engineering
• 7:29
  sessions
• 7:30
  where
• 7:30
  the
• 7:30
  model
• 7:30
  diagnosed
• 7:31
  O(n^2)
• 7:31
  string
• 7:32
  concatenation,
• 7:33
  replaced
• 7:33
  it
• 7:33
  with
• 7:33
  buffers,
• 7:34
  and
• 7:34
  verified
• 7:35
  the
• 7:35
  fix
• 7:35
  with
• 7:35
  race
• 7:36
  detection.
• 7:37
  OpenRouter's
• 7:38
  Auto
• 7:38
  Router
• 7:38
  beta
• 7:39
  closes
• 7:39
  the
• 7:39
  loop
• 7:40
  on
• 7:40
  routing:
• 7:41
  classify
• 7:41
  each
• 7:42
  request
• 7:42
  by
• 7:42
  task
• 7:43
  type,
• 7:43
  then
• 7:43
  route
• 7:44
  to
• 7:44
  the
• 7:44
  best
• 7:44
  model
• 7:45
  for
• 7:45
  that
• 7:45
  task
• 7:45
  based
• 7:46
  on
• 7:46
  aggregate
• 7:46
  performance
• 7:47
  data.
• 7:48
  IBM
• 7:48
  Research
• 7:49
  showed
• 7:49
  just
• 7:49
  days
• 7:50
  ago
• 7:50
  that
• 7:50
  routing
• 7:51
  is
• 7:51
  harder
• 7:51
  than
• 7:51
  it
• 7:51
  looks
• 7:52
  --
• 7:53
  caching
• 7:53
  dynamics
• 7:53
  alone
• 7:54
  can
• 7:54
  flip
• 7:54
  which
• 7:54
  model
• 7:55
  wins
• 7:55
  on
• 7:55
  cost
• 7:56
  --
• 7:57
  but
• 7:57
  the
• 7:57
  direction
• 7:57
  is
• 7:57
  inevitable.
• 7:58
  The
• 7:59
  question
• 7:59
  is
• 7:59
  no
• 7:59
  longer
• 8:00
  which
• 8:00
  model
• 8:00
  to
• 8:00
  use
• 8:01
  but
• 8:01
  which
• 8:01
  model
• 8:01
  for
• 8:02
  which
• 8:02
  subtask
• 8:02
  at
• 8:02
  which
• 8:03
  cost
• 8:03
  .
• 8:05
  Ben
• 8:06
  Werdmuller
• 8:06
  frames
• 8:07
  the
• 8:07
  strategic
• 8:07
  picture
• 8:07
  cleanly:
• 8:08
  American
• 8:08
  AI
• 8:09
  is
• 8:09
  locked
• 8:09
  down
• 8:09
  and
• 8:09
  proprietary;
• 8:11
  China
• 8:11
  releases
• 8:11
  openly.
• 8:12
  The
• 8:12
  result
• 8:13
  is
• 8:13
  that
• 8:13
  China
• 8:13
  turns
• 8:13
  a
• 8:13
  US-created
• 8:14
  compute
• 8:14
  disadvantage
• 8:15
  into
• 8:15
  a
• 8:15
  distribution
• 8:16
  advantage,
• 8:16
  commoditizing
• 8:17
  the
• 8:17
  layer
• 8:17
  where
• 8:17
  American
• 8:18
  companies
• 8:18
  make
• 8:18
  money.
• 8:19
  Martin
• 8:20
  Casado
• 8:20
  at
• 8:20
  a16z
• 8:21
  notes
• 8:21
  that
• 8:21
  80%
• 8:21
  of
• 8:21
  startups
• 8:22
  are
• 8:22
  already
• 8:22
  using
• 8:22
  Chinese
• 8:23
  models.
• 8:24
  The
• 8:24
  gap
• 8:24
  is
• 8:24
  closing
• 8:24
  --
• 8:25
  Stanford
• 8:26
  HAI
• 8:26
  documented
• 8:27
  the
• 8:27
  China-US
• 8:27
  capability
• 8:28
  frontier
• 8:28
  as
• 8:29
  "effectively
• 8:29
  closed"
• 8:29
  --
• 8:30
  and
• 8:30
  the
• 8:30
  US
• 8:31
  response
• 8:31
  of
• 8:31
  tighter
• 8:32
  export
• 8:32
  controls
• 8:32
  may
• 8:32
  be
• 8:33
  accelerating
• 8:33
  the
• 8:33
  very
• 8:33
  outcome
• 8:34
  it
• 8:34
  seeks
• 8:34
  to
• 8:34
  prevent
• 8:34
  .
• 8:35
  The
• 8:35
  practical
• 8:36
  question
• 8:36
  from
• 8:36
  the
• 8:36
  LocalLLaMA
• 8:37
  community
• 8:37
  cuts
• 8:37
  through
• 8:37
  the
• 8:38
  geopolitics:
• 8:39
  how
• 8:39
  do
• 8:39
  we
• 8:39
  actually
• 8:39
  benefit
• 8:40
  from
• 8:40
  2T+
• 8:41
  models
• 8:42
  when
• 8:42
  even
• 8:42
  extreme
• 8:42
  hardware
• 8:43
  setups
• 8:43
  cannot
• 8:44
  run
• 8:44
  them
• 8:44
  at
• 8:44
  usable
• 8:45
  speed?
• 8:46
  The
• 8:46
  best
• 8:46
  answer
• 8:46
  is
• 8:46
  architectural
• 8:47
  trickle-down.
• 8:48
  Dynamic
• 8:49
  1-bit
• 8:49
  and
• 8:49
  2-bit
• 8:50
  quantization
• 8:50
  is
• 8:51
  cramming
• 8:51
  models
• 8:51
  in
• 8:51
  the
• 8:51
  high
• 8:52
  hundreds
• 8:52
  of
• 8:52
  billions
• 8:53
  onto
• 8:53
  unified-memory
• 8:53
  setups
• 8:54
  while
• 8:54
  retaining
• 8:55
  roughly
• 8:55
  80%
• 8:56
  of
• 8:56
  base
• 8:56
  intelligence.
• 8:57
  A
• 8:57
  year
• 8:57
  ago
• 8:58
  that
• 8:58
  reasoning
• 8:58
  level
• 8:58
  was
• 8:58
  locked
• 8:59
  behind
• 8:59
  cloud
• 8:59
  APIs.
• 9:01
  The
• 9:01
  mega-models
• 9:01
  push
• 9:01
  boundaries;
• 9:02
  the
• 9:02
  community
• 9:03
  distills
• 9:03
  and
• 9:03
  optimizes
• 9:04
  that
• 9:04
  intelligence
• 9:05
  down
• 9:05
  to
• 9:05
  hardware
• 9:05
  we
• 9:06
  actually
• 9:06
  own
• 9:06
  .
• 9:07
  The
• 9:07
  concrete
• 9:08
  proof
• 9:08
  of
• 9:08
  concept:
• 9:09
  one
• 9:09
  developer
• 9:09
  served
• 9:10
  a
• 9:10
  fleet
• 9:10
  of
• 9:10
  Qwen3.5
• 9:12
  122B
• 9:14
  sessions
• 9:14
  on
• 9:14
  a
• 9:14
  single
• 9:15
  96GB
• 9:16
  Mac
• 9:16
  Studio.
• 9:17
  Across
• 9:17
  a
• 9:17
  20-minute
• 9:18
  test
• 9:18
  with
• 9:18
  three
• 9:18
  concurrent
• 9:19
  sessions,
• 9:19
  789,351
• 9:22
  prompt
• 9:22
  tokens
• 9:22
  were
• 9:22
  offered
• 9:23
  and
• 9:23
  only
• 9:23
  48,996
• 9:25
  recomputed
• 9:26
  on
• 9:26
  the
• 9:26
  GPU.
• 9:27
  The
• 9:28
  other
• 9:28
  93.8%
• 9:29
  came
• 9:29
  from
• 9:30
  an
• 9:30
  on-disk
• 9:30
  KV
• 9:30
  cache
• 9:31
  --
• 9:31
  a
• 9:32
  16x
• 9:32
  cut
• 9:33
  in
• 9:33
  prefill
• 9:33
  compute,
• 9:34
  three
• 9:34
  chats
• 9:34
  running
• 9:35
  on
• 9:35
  about
• 9:35
  one
• 9:35
  GPU's
• 9:36
  worth
• 9:36
  of
• 9:36
  work.
• 9:37
  This
• 9:37
  is
• 9:37
  a
• 9:37
  122B
• 9:38
  dense
• 9:39
  model,
• 9:39
  not
• 9:40
  a
• 9:40
  small
• 9:40
  MoE,
• 9:41
  running
• 9:41
  concurrent
• 9:42
  sessions
• 9:42
  on
• 9:42
  a
• 9:42
  $4K
• 9:43
  desktop.
• 9:44
  The
• 9:44
  local
• 9:44
  inference
• 9:45
  frontier
• 9:45
  just
• 9:45
  moved
• 9:46
  .
• 9:49
  Block
• 9:49
  (formerly
• 9:49
  Square)
• 9:50
  open-sourced
• 9:50
  Buzz,
• 9:51
  a
• 9:51
  self-hostable
• 9:52
  workspace
• 9:53
  where
• 9:53
  humans
• 9:53
  and
• 9:53
  AI
• 9:54
  agents
• 9:54
  share
• 9:54
  the
• 9:54
  same
• 9:54
  rooms.
• 9:55
  Built
• 9:56
  on
• 9:56
  Nostr
• 9:56
  --
• 9:56
  every
• 9:57
  message,
• 9:57
  reaction,
• 9:58
  workflow
• 9:58
  step,
• 9:59
  review
• 9:59
  approval,
• 10:00
  and
• 10:00
  git
• 10:00
  event
• 10:00
  is
• 10:00
  a
• 10:00
  signed
• 10:01
  event
• 10:01
  in
• 10:01
  one
• 10:01
  log.
• 10:02
  Agents
• 10:02
  have
• 10:02
  their
• 10:03
  own
• 10:03
  keys,
• 10:03
  their
• 10:03
  own
• 10:04
  channel
• 10:04
  memberships,
• 10:05
  and
• 10:05
  their
• 10:05
  own
• 10:05
  audit
• 10:06
  trail.
• 10:06
  The
• 10:06
  differentiator
• 10:07
  from
• 10:07
  the
• 10:07
  growing
• 10:08
  pile
• 10:08
  of
• 10:08
  AI
• 10:08
  workspace
• 10:08
  tools:
• 10:09
  agents
• 10:09
  can
• 10:09
  open
• 10:10
  repos,
• 10:10
  send
• 10:11
  patches,
• 10:11
  review
• 10:12
  code,
• 10:12
  run
• 10:13
  workflows,
• 10:13
  edit
• 10:14
  canvases,
• 10:14
  orchestrate
• 10:15
  other
• 10:15
  agents,
• 10:15
  and
• 10:15
  drop
• 10:16
  into
• 10:16
  voice
• 10:16
  huddles.
• 10:17
  Same
• 10:17
  affordances
• 10:18
  as
• 10:18
  a
• 10:18
  human
• 10:18
  teammate,
• 10:19
  same
• 10:19
  audit
• 10:19
  trail,
• 10:20
  different
• 10:20
  keypair.
• 10:21
  The
• 10:21
  identity
• 10:22
  model
• 10:22
  is
• 10:22
  unified
• 10:22
  --
• 10:23
  person
• 10:23
  or
• 10:24
  process,
• 10:24
  same
• 10:24
  protocol,
• 10:25
  same
• 10:25
  search
• 10:26
  index
• 10:26
  .
• 10:27
  RuvNet
• 10:27
  Brain
• 10:27
  takes
• 10:27
  a
• 10:27
  different
• 10:28
  approach:
• 10:28
  instead
• 10:28
  of
• 10:29
  building
• 10:29
  a
• 10:29
  new
• 10:29
  workspace,
• 10:30
  it
• 10:30
  indexes
• 10:30
  69
• 10:31
  repositories
• 10:32
  of
• 10:32
  existing
• 10:32
  open-source
• 10:33
  AI
• 10:33
  tooling
• 10:34
  (149,721
• 10:36
  source
• 10:36
  chunks)
• 10:37
  into
• 10:37
  a
• 10:37
  downloadable
• 10:37
  knowledge
• 10:38
  bundle
• 10:38
  for
• 10:38
  Claude
• 10:38
  Code.
• 10:39
  The
• 10:39
  core
• 10:40
  insight
• 10:40
  is
• 10:40
  that
• 10:40
  Claude's
• 10:41
  training
• 10:41
  data
• 10:41
  lags
• 10:42
  the
• 10:42
  frontier
• 10:42
  of
• 10:42
  its
• 10:42
  own
• 10:43
  plugin
• 10:43
  ecosystem
• 10:43
  --
• 10:44
  tools
• 10:44
  built
• 10:45
  ahead
• 10:45
  of
• 10:45
  the
• 10:45
  model's
• 10:45
  knowledge
• 10:46
  cutoff
• 10:46
  get
• 10:46
  quietly
• 10:46
  talked
• 10:47
  down
• 10:47
  to
• 10:47
  older
• 10:47
  patterns.
• 10:49
  Brain
• 10:49
  bridges
• 10:49
  that
• 10:49
  gap
• 10:50
  by
• 10:50
  making
• 10:50
  real
• 10:50
  source
• 10:51
  code
• 10:51
  available
• 10:51
  at
• 10:52
  inference
• 10:52
  time.
• 10:53
  The
• 10:53
  honest
• 10:53
  self-audit
• 10:54
  is
• 10:54
  notable:
• 10:55
  88
• 10:55
  instances
• 10:56
  of
• 10:56
  teaching
• 10:57
  "prove
• 10:57
  it
• 10:57
  works
• 10:57
  before
• 10:58
  calling
• 10:58
  it
• 10:58
  done"
• 10:58
  across
• 10:59
  19
• 10:59
  projects
• 11:00
  that
• 11:00
  cannot
• 11:00
  see
• 11:00
  each
• 11:00
  other,
• 11:01
  knowledge
• 11:01
  gates
• 11:02
  that
• 11:02
  can
• 11:02
  interrupt
• 11:02
  held
• 11:03
  8/8
• 11:03
  while
• 11:03
  prose
• 11:04
  rules
• 11:04
  held
• 11:04
  0/6
• 11:05
  .
• 11:08
  A
• 11:08
  Filipino
• 11:08
  domestic
• 11:09
  worker
• 11:09
  lost
• 11:09
  a
• 11:09
  year's
• 11:10
  savings
• 11:10
  --
• 11:11
  100,000
• 11:12
  Philippine
• 11:12
  pesos,
• 11:13
  about
• 11:13
  $1,625
• 11:14
  --
• 11:16
  to
• 11:16
  a
• 11:16
  deepfake
• 11:17
  romance
• 11:17
  scam
• 11:17
  impersonating
• 11:18
  Dubai's
• 11:18
  Crown
• 11:19
  Prince
• 11:19
  Sheikh
• 11:19
  Hamdan.
• 11:20
  The
• 11:20
  scammer
• 11:21
  used
• 11:21
  real-time
• 11:21
  AI
• 11:22
  face-swapping
• 11:22
  on
• 11:22
  video
• 11:23
  calls
• 11:23
  where
• 11:23
  lip
• 11:23
  sync
• 11:23
  matched
• 11:24
  the
• 11:24
  words,
• 11:24
  though
• 11:24
  the
• 11:25
  voice
• 11:25
  did
• 11:25
  not
• 11:25
  match
• 11:25
  the
• 11:25
  real
• 11:26
  prince.
• 11:26
  AFP
• 11:27
  traced
• 11:27
  the
• 11:27
  operation
• 11:27
  to
• 11:28
  criminal
• 11:28
  syndicates
• 11:28
  in
• 11:28
  Nigeria
• 11:29
  who
• 11:29
  have
• 11:29
  embraced
• 11:30
  AI-generated
• 11:30
  imagery
• 11:31
  and
• 11:31
  deepfake
• 11:31
  video
• 11:32
  to
• 11:32
  make
• 11:32
  impersonation
• 11:33
  scams
• 11:33
  more
• 11:33
  convincing.
• 11:34
  Multiple
• 11:35
  Facebook
• 11:35
  groups
• 11:35
  pretending
• 11:36
  to
• 11:36
  represent
• 11:36
  the
• 11:36
  prince
• 11:36
  drew
• 11:37
  thousands
• 11:37
  of
• 11:37
  followers,
• 11:38
  with
• 11:38
  manipulated
• 11:39
  but
• 11:39
  highly
• 11:39
  realistic
• 11:40
  images
• 11:40
  --
• 11:41
  the
• 11:41
  prince
• 11:41
  kneeling
• 11:41
  with
• 11:42
  a
• 11:42
  ring,
• 11:42
  holding
• 11:42
  a
• 11:43
  red
• 11:43
  rose.
• 11:44
  The
• 11:44
  $25
• 11:44
  million
• 11:45
  Hong
• 11:45
  Kong
• 11:46
  Arup
• 11:46
  incident
• 11:46
  from
• 11:46
  2024
• 11:47
  showed
• 11:48
  deepfake
• 11:48
  video
• 11:48
  calls
• 11:49
  could
• 11:49
  fool
• 11:49
  corporate
• 11:49
  finance.
• 11:51
  Now
• 11:51
  the
• 11:51
  same
• 11:51
  technology
• 11:51
  targets
• 11:52
  individuals
• 11:52
  whose
• 11:52
  year's
• 11:53
  savings
• 11:53
  is
• 11:53
  $1,625
• 11:54
  .
• 11:56
  The
• 11:56
  economics
• 11:57
  of
• 11:57
  deepfake
• 11:57
  fraud
• 11:57
  have
• 11:58
  inverted.
• 11:59
  Creating
• 11:59
  a
• 11:59
  convincing
• 12:00
  real-time
• 12:00
  face
• 12:00
  swap
• 12:01
  no
• 12:01
  longer
• 12:01
  requires
• 12:02
  a
• 12:02
  specialized
• 12:02
  lab
• 12:03
  --
• 12:03
  consumer-grade
• 12:04
  AI
• 12:04
  tools
• 12:05
  can
• 12:05
  produce
• 12:05
  lip-synced
• 12:06
  video
• 12:06
  calls
• 12:06
  that
• 12:06
  fool
• 12:07
  people
• 12:07
  who
• 12:07
  have
• 12:07
  no
• 12:07
  reason
• 12:08
  to
• 12:08
  suspect
• 12:08
  deception.
• 12:09
  The
• 12:10
  FBI's
• 12:10
  Internet
• 12:10
  Crime
• 12:11
  Complaint
• 12:11
  Center
• 12:11
  has
• 12:11
  documented
• 12:12
  over
• 12:12
  a
• 12:12
  billion
• 12:13
  dollars
• 12:13
  in
• 12:13
  losses
• 12:13
  from
• 12:13
  victims
• 12:14
  aged
• 12:14
  60
• 12:15
  and
• 12:15
  older
• 12:15
  in
• 12:15
  2026,
• 12:17
  with
• 12:17
  romance
• 12:17
  scams
• 12:18
  as
• 12:18
  the
• 12:18
  fastest-growing
• 12:19
  category.
• 12:20
  On
• 12:20
  the
• 12:20
  surveillance
• 12:21
  side,
• 12:21
  Flock
• 12:21
  Safety's
• 12:22
  camera
• 12:22
  network
• 12:23
  has
• 12:23
  crossed
• 12:23
  110,000
• 12:24
  units
• 12:24
  and
• 12:25
  is
• 12:25
  growing
• 12:25
  by
• 12:25
  hundreds
• 12:26
  per
• 12:26
  day.
• 12:27
  The
• 12:27
  stated
• 12:27
  purpose
• 12:28
  is
• 12:28
  license
• 12:28
  plate
• 12:28
  recognition,
• 12:29
  but
• 12:30
  the
• 12:30
  limiting
• 12:30
  factor
• 12:30
  is
• 12:31
  software,
• 12:31
  not
• 12:32
  hardware
• 12:32
  --
• 12:33
  these
• 12:33
  cameras
• 12:33
  see
• 12:34
  everything.
• 12:35
  The
• 12:35
  expansion
• 12:35
  trajectory
• 12:36
  now
• 12:36
  includes
• 12:36
  school
• 12:37
  buses,
• 12:37
  garbage
• 12:38
  trucks,
• 12:38
  and
• 12:38
  package
• 12:39
  delivery
• 12:39
  vehicles,
• 12:40
  which
• 12:40
  would
• 12:40
  crawl
• 12:40
  every
• 12:41
  street
• 12:41
  in
• 12:41
  every
• 12:41
  neighborhood
• 12:42
  multiple
• 12:42
  times
• 12:43
  weekly,
• 12:43
  tagging
• 12:44
  plates
• 12:44
  in
• 12:44
  private
• 12:44
  driveways.
• 12:45
  Paired
• 12:45
  with
• 12:45
  Alpha
• 12:46
  Vision,
• 12:47
  an
• 12:47
  AI
• 12:47
  system
• 12:47
  that
• 12:47
  connects
• 12:48
  to
• 12:48
  existing
• 12:48
  camera
• 12:49
  infrastructure
• 12:49
  and
• 12:49
  processes
• 12:50
  pre-crime
• 12:50
  by
• 12:51
  profiling
• 12:51
  people
• 12:51
  based
• 12:52
  on
• 12:52
  walking
• 12:52
  speed,
• 12:53
  loitering
• 12:53
  duration,
• 12:54
  clothing,
• 12:54
  gender,
• 12:55
  and
• 12:55
  ethnicity,
• 12:56
  the
• 12:56
  combination
• 12:56
  amounts
• 12:57
  to
• 12:57
  mass
• 12:57
  behavioral
• 12:58
  surveillance
• 12:58
  with
• 12:58
  no
• 12:58
  warrant
• 12:59
  requirement.
• 13:00
  A
• 13:00
  government
• 13:01
  using
• 13:01
  a
• 13:01
  private
• 13:01
  company
• 13:02
  to
• 13:02
  surveil
• 13:02
  citizens,
• 13:03
  then
• 13:03
  claiming
• 13:03
  the
• 13:03
  data
• 13:04
  is
• 13:04
  private
• 13:04
  when
• 13:04
  citizens
• 13:05
  request
• 13:05
  it
• 13:05
  under
• 13:06
  public
• 13:06
  records
• 13:06
  laws,
• 13:07
  is
• 13:07
  not
• 13:07
  a
• 13:07
  hypothetical
• 13:08
  --
• 13:08
  it
• 13:08
  is
• 13:09
  current
• 13:09
  policy
• 13:09
  in
• 13:09
  Washington
• 13:10
  state
• 13:10
  .
• 13:13
  Intel
• 13:14
  confirmed
• 13:14
  that
• 13:14
  notebooks
• 13:15
  containing
• 13:15
  silicon
• 13:16
  partly
• 13:16
  patterned
• 13:16
  on
• 13:16
  a
• 13:17
  $380
• 13:17
  million
• 13:18
  High-NA
• 13:19
  EUV
• 13:19
  scanner
• 13:20
  are
• 13:20
  heading
• 13:20
  to
• 13:20
  customers
• 13:21
  now.
• 13:22
  These
• 13:22
  are
• 13:22
  Panther
• 13:22
  Lake
• 13:22
  processors
• 13:23
  --
• 13:24
  Core
• 13:24
  Ultra
• 13:24
  Series
• 13:25
  3
• 13:25
  laptop
• 13:25
  parts
• 13:25
  built
• 13:26
  on
• 13:26
  Intel
• 13:26
  18A
• 13:26
  --
• 13:27
  with
• 13:27
  a
• 13:27
  subset
• 13:28
  of
• 13:28
  layers
• 13:28
  dual-qualified
• 13:29
  on
• 13:29
  both
• 13:29
  the
• 13:29
  new
• 13:30
  0.55
• 13:31
  NA
• 13:31
  optics
• 13:32
  and
• 13:32
  the
• 13:32
  mature
• 13:32
  0.33
• 13:33
  NA
• 13:33
  tools.
• 13:34
  The
• 13:34
  High-NA
• 13:35
  scanner
• 13:35
  raises
• 13:36
  numerical
• 13:36
  aperture
• 13:36
  from
• 13:37
  0.33
• 13:38
  to
• 13:38
  0.55,
• 13:39
  sharpening
• 13:40
  the
• 13:40
  smallest
• 13:40
  single-exposure
• 13:41
  feature
• 13:41
  by
• 13:41
  roughly
• 13:42
  a
• 13:42
  third
• 13:42
  and
• 13:42
  replacing
• 13:43
  multi-patterning
• 13:43
  steps
• 13:44
  with
• 13:44
  single
• 13:44
  exposures.
• 13:45
  ASML
• 13:46
  is
• 13:46
  building
• 13:46
  twelve
• 13:46
  to
• 13:46
  fifteen
• 13:47
  systems
• 13:47
  a
• 13:47
  year
• 13:48
  and
• 13:48
  has
• 13:48
  guided
• 13:49
  to
• 13:49
  roughly
• 13:49
  twenty
• 13:49
  by
• 13:49
  2028.
• 13:51
  The
• 13:51
  production
• 13:51
  EXE:5200B
• 13:54
  runs
• 13:54
  about
• 13:54
  175
• 13:55
  wafers
• 13:56
  an
• 13:56
  hour
• 13:56
  at
• 13:56
  0.7
• 13:57
  nm
• 13:57
  overlay,
• 13:58
  a
• 13:58
  60%
• 13:59
  lift
• 13:59
  over
• 13:59
  the
• 13:59
  R&D
• 14:00
  model.
• 14:01
  Intel
• 14:01
  is
• 14:01
  running
• 14:01
  the
• 14:01
  tool
• 14:02
  on
• 14:02
  a
• 14:02
  node
• 14:02
  designed
• 14:03
  without
• 14:03
  it,
• 14:03
  so
• 14:04
  that
• 14:04
  by
• 14:04
  the
• 14:04
  time
• 14:04
  14A
• 14:05
  arrives
• 14:05
  and
• 14:05
  High-NA
• 14:06
  becomes
• 14:06
  a
• 14:06
  necessity,
• 14:07
  recipes
• 14:08
  and
• 14:08
  teams
• 14:08
  have
• 14:08
  already
• 14:09
  learned.
• 14:10
  This
• 14:10
  is
• 14:10
  the
• 14:10
  reverse
• 14:10
  of
• 14:10
  Intel's
• 14:11
  EUV
• 14:11
  foot-dragging
• 14:12
  on
• 14:12
  10nm,
• 14:13
  and
• 14:13
  TSMC
• 14:14
  is
• 14:14
  the
• 14:14
  one
• 14:15
  waiting
• 14:15
  this
• 14:15
  time
• 14:15
  .
• 14:16
  NVIDIA
• 14:16
  and
• 14:17
  collaborators
• 14:17
  published
• 14:18
  a
• 14:18
  comprehensive
• 14:18
  survey
• 14:19
  of
• 14:19
  the
• 14:19
  simulation
• 14:20
  landscape
• 14:20
  for
• 14:20
  physical
• 14:21
  AI,
• 14:21
  documenting
• 14:22
  the
• 14:22
  shift
• 14:23
  from
• 14:23
  visualization
• 14:23
  tools
• 14:24
  to
• 14:24
  core
• 14:24
  model-development
• 14:25
  infrastructure.
• 14:26
  MuJoCo,
• 14:27
  Isaac
• 14:27
  Sim,
• 14:28
  Isaac
• 14:28
  Lab
• 14:28
  3.0,
• 14:30
  and
• 14:30
  the
• 14:30
  new
• 14:30
  Newton
• 14:30
  physics
• 14:31
  engine
• 14:31
  (developed
• 14:31
  jointly
• 14:32
  by
• 14:32
  NVIDIA,
• 14:33
  Google
• 14:33
  DeepMind,
• 14:33
  and
• 14:34
  Disney
• 14:34
  Research
• 14:34
  under
• 14:35
  Linux
• 14:35
  Foundation
• 14:35
  governance)
• 14:36
  represent
• 14:36
  a
• 14:36
  stack
• 14:37
  where
• 14:37
  simulation
• 14:37
  generates
• 14:38
  perception
• 14:38
  datasets,
• 14:39
  trains
• 14:39
  RL
• 14:40
  policies,
• 14:40
  collects
• 14:41
  demonstrations,
• 14:42
  and
• 14:42
  stress-tests
• 14:42
  against
• 14:43
  adversarial
• 14:43
  scenarios.
• 14:45
  Isaac
• 14:45
  Lab
• 14:45
  3.0
• 14:46
  decoupled
• 14:46
  from
• 14:46
  Omniverse,
• 14:47
  becoming
• 14:48
  a
• 14:48
  multi-backend
• 14:48
  framework
• 14:49
  that
• 14:49
  can
• 14:49
  run
• 14:49
  headless
• 14:50
  Newton
• 14:50
  physics
• 14:50
  for
• 14:50
  high-throughput
• 14:51
  or
• 14:51
  full
• 14:51
  Isaac
• 14:52
  Sim
• 14:52
  for
• 14:52
  photorealistic
• 14:53
  rendering.
• 14:54
  An
• 14:54
  unusual
• 14:54
  amount
• 14:55
  of
• 14:55
  this
• 14:55
  core
• 14:55
  infrastructure
• 14:56
  is
• 14:56
  open-source
• 14:57
  and
• 14:57
  GPU-accessible,
• 14:58
  which
• 14:59
  lowers
• 14:59
  the
• 14:59
  barrier
• 14:59
  to
• 14:59
  entry
• 15:00
  for
• 15:00
  anyone
• 15:00
  building
• 15:01
  in
• 15:01
  embodied
• 15:01
  AI
• 15:01
  .
• 15:02
  The
• 15:02
  AI-2040
• 15:03
  scenario
• 15:04
  analysis
• 15:04
  --
• 15:05
  a
• 15:05
  47,000-word
• 15:07
  document
• 15:08
  from
• 15:08
  former
• 15:08
  insiders
• 15:08
  --
• 15:09
  lays
• 15:10
  out
• 15:10
  a
• 15:10
  specific
• 15:10
  timeline:
• 15:11
  a
• 15:11
  US-China
• 15:12
  agreement
• 15:12
  by
• 15:12
  2029,
• 15:14
  scaling
• 15:14
  to
• 15:14
  top-human-expert
• 15:15
  AI
• 15:15
  by
• 15:16
  2035,
• 15:17
  and
• 15:17
  a
• 15:17
  $10
• 15:17
  million
• 15:18
  annual
• 15:18
  universal
• 15:19
  dividend
• 15:19
  per
• 15:19
  person
• 15:20
  by
• 15:20
  2040.
• 15:21
  The
• 15:21
  document
• 15:22
  explicitly
• 15:22
  frames
• 15:22
  itself
• 15:23
  as
• 15:23
  a
• 15:23
  floor:
• 15:24
  if
• 15:24
  whoever
• 15:24
  controls
• 15:25
  superintelligence
• 15:25
  offers
• 15:26
  less
• 15:26
  than
• 15:26
  this,
• 15:27
  you
• 15:27
  are
• 15:27
  being
• 15:27
  shortchanged.
• 15:28
  The
• 15:29
  analysis
• 15:29
  acknowledges
• 15:30
  that
• 15:30
  the
• 15:30
  CEOs
• 15:31
  of
• 15:31
  OpenAI,
• 15:32
  Anthropic,
• 15:32
  and
• 15:32
  Google
• 15:33
  DeepMind
• 15:33
  understand
• 15:34
  they
• 15:34
  may
• 15:34
  end
• 15:34
  up
• 15:34
  controlling
• 15:35
  the
• 15:35
  world's
• 15:35
  only
• 15:36
  army
• 15:36
  of
• 15:36
  superintelligences
• 15:37
  and
• 15:37
  are
• 15:37
  proceeding
• 15:38
  anyway,
• 15:39
  "perhaps
• 15:39
  because
• 15:40
  they
• 15:40
  think
• 15:40
  they
• 15:40
  are
• 15:40
  the
• 15:40
  lesser
• 15:41
  evil."
• 15:41
  Whether
• 15:42
  you
• 15:42
  find
• 15:42
  this
• 15:42
  reassuring
• 15:43
  or
• 15:43
  terrifying
• 15:43
  depends
• 15:44
  on
• 15:44
  how
• 15:44
  much
• 15:44
  faith
• 15:45
  you
• 15:45
  place
• 15:45
  in
• 15:45
  the
• 15:45
  benevolence
• 15:46
  of
• 15:46
  people
• 15:46
  who
• 15:46
  have
• 15:46
  already
• 15:47
  decided
• 15:47
  the
• 15:47
  question
• 15:48
  for
• 15:48
  you
• 15:48
  .