X：Emad Mostaque

What if AI cut labour’s share of national income by ten percentage points? Our analysis finds that a majority of governments that rely on taxing workers would be crippled https://www.economist.com/finance-and-economics/2026/09/29/how-the-ai-boom-could-worsen-the-rich-worlds-fiscal-crunch?taid=6ac24471d67e050001c6dac6&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter

People at Anthropic keep telling me they can't coordinate to slow down because of anti-trust, but I've talked to leading lawyers who disagree. Meta spent $2,400,000,000 on lawyers in a single quarter fighting charges that its products hurt kids. How much has Anthropic spent on this anti-trust thing?

@TheGuySwann They could have a premium on LLM employees - they work 24/7 and do not take sick days, moan or have employment rights.

Introducing Griffin, the first model to pass the video Turing test. 48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video. It’s the first Human Interaction Model (HIM).

I worked for this company in 2011. Their game was to be the only marketplace in town and use oligopoly power to maximize margin by charging obscenely and pushing creator payouts to $0. Today, obliterated by AI. The NYSE is delisting them. Karma does catch up, occasionally.

Claude suddenly stopped cheating.

The White House Accord on Super Intelligence

Emad is a good friend and one of the people I've learned the most from on AI, so having him say this about The Everything Code means a lot. Thanks @EMostaque  Small ask... if youre planning to pick up a copy, consider pre-ordering it rather than waiting. Pre-orders count towards the rankings, and rankings are what put the book in front of people who've never heard of me. Ive put an enormous amount of work into this, and I think it can help a lot of people... You'll get it on launch day, and it makes a real difference to me. Thanks!

Impressive. This set of talks, along with the new America dot gov website, has the unmistakable feel of an Apple launch event. They're rebooting the federal government as a tech startup. Several observations. (1) First, with this new AI interface to the entire federal government, if it works as promised, there won't be a single American who can't say their life wasn't helped at least in part by AI, or that the benefits accrued solely to zillionaires. This in itself cannily mitigates anti-datacenter sentiment. (2) Second, Joe Gebbia and Marco Rubio's talks on simplifying name changes and passport filings introduce a completely new era where the US government is actually launching tangible features that benefit users. (3) Third, this launch event in and of itself may visibly drive reform. It could become much more important than the State of the Union. Unlike laws, code is user-visible, and can be instantly audited by the public, as Obama found out with the failed obamacare website launch. So: the annual America dot gov event may be substance, whereas SOTU is traditionally optics. I wouldn't be surprised to see the President present at the next one. (4) Fourth, this kind of event is a perfect example of where tech and red cooperate best. They both hate bureaucracy. Automating paperwork with code reduces the power of statists over both capitalists and nationalists. It's also hard to undo by other admins: once you digitize a process, hard to turn it back to paper. (5) Fifth, it's an obvious point perhaps, but think about how much influence YCombinator has had in 20 years. From Gebbia's Airbnb joining their 2009 batch to a complete overhaul of the user interface of the US bureaucracy, and thus the US government. (6) Sixth, this is another take on the network state. The functional part of the US (the network, meaning tech) is merging with and partially reforming the dysfunctional part (the state, meaning bureaucracy) by automating 20th century paper forms. As a tech startup, there will no doubt be bugs and user issues and so on, but unlike with paper laws those issues will be visible and the code fixes will be verifiable. A new era of AI America. Rooting for them.

The Fields Medallists fear AI will break mathematics. I think it may let millions in. https://t.co/4C8k8BN7a6

Thinking of doing a daily blog to analyse the singularity Should I do it? If so here, substack or something else? Anything you'd like me to write about?

To make sure our current users have an incredible experience and continued access to Astra, we are going to pause subscriptions to our $200 Pro plan. These put the most strain on our systems and we wanted to take the smallest step that allows us to continue giving the broadest access possible. All other plans and the api remain available. There is no impact to existing accounts and we are working on adding more capacity as fast as we can. Thanks!