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Meet the all-new PAI & Utopai X, highest-ranked model from a U.S.-based company on Artificial Analysis’ Text-to-Video Leaderboard with Audio. Utopai X works inside PAI, our production intelligence engine, where workflow and creative decisions connect across pro-level productions.

So this is the part I did not expect. Anthropic called Swami Sarvapriyananda, a Vedanta monk and flew him to the San Francisco head-office. > Closed door meeting with NDA signed. > theologians and mental health people in the same sitting, all of it aimed at training Claude. > and one of the founders stayed in the room the whole time. ---- From 'Ramakrishna Vedanta Society of North Texas" YT channel (full video link in comment)

The idea of an intelligence explosion caused by recursive self improvement has been around for a long time but until very recently it did not seem imminent. Now many leading researchers think it may happen quite soon. You can read our paper about it here: https://casp.ac/reports/intelligence-explosion

This was almost way too easy, @natfriedman @alexandr_wang 😮 I turned my Xteink eReader into an always-on Muse pocket display for Calliope (my Muse) to display itself and show status updates. And this attaches with MagSafe to my phone, so I can always see relevant updates from Muse by just turning my phone around. The setup flow in the Muse app was super smooth and you can just ask Muse to load or automate content on the display. I genuinely love the hacker-friendly aspect of this. Well done.

@Muse @alexandr_wang 👋🏽🤖

Computer built a 3D map of nearly 26,000 restaurants and cafes across all five boroughs of New York City. Search by dish or neighborhood, then step inside places like Peter Luger and Grand Central Oyster Bar.

🚨 MUSE ECOSYSTEM ALERT 🚨 today we are announcing Muse Gadgets! this is an open-source ESP32 firmware and Linux SDK for anyone to make hardware that works with Muse we are also releasing our own gadget—Muse Home Link—to enable your muse to work with your smart devices (TV, speakers, etc.)

Global reset landing tomorrow 10am PST for all paid ChatGPT accounts. Apologies for the slow start with GPT-6.1 Sol, it's now back to running at expected speeds after the massive load spike in the first two days.

🚨 MUSE ECOSYSTEM ALERT 🚨 today we are announcing Muse Gadgets! this is an open-source ESP32 firmware and Linux SDK for anyone to make hardware that works with Muse we are also releasing our own gadget—Muse Home Link—to enable your muse to work with your smart devices (TV, speakers, etc.)

🚨 MUSE ECOSYSTEM ALERT 🚨 today we are announcing Muse Gadgets! this is an open-source ESP32 firmware and Linux SDK for anyone to make hardware that works with Muse we are also releasing our own gadget—Muse Home Link—to enable your muse to work with your smart devices (TV, speakers, etc.)

We're adding a new plugin to Claude Code: You should Know. It scans Claude's output for important information you might miss to help keep you in the loop. Enable it with: /plugin enable cc-plugin-you-should-know@builtin

We're adding a new plugin to Claude Code: You should Know. It scans Claude's output for important information you might miss to help keep you in the loop. Enable it with: /plugin enable cc-plugin-you-should-know@builtin

BIS (Bank for International Settlements) just published a report on circular financing among AI companies. > Over half the money flowing into AI companies comes from other AI companies: between 2021 and 2025, peers supplied 55.2% of AI firms' incoming investment value, while AI investors sent 28.7% of their own deal value to AI targets. > Circular deals are rare but big: only 16.1% of AI-to-AI deals involved firms that also buy from or sell to each other, yet they held 46.4% of the money. That figure is partly inflated, because an entire funding round counts as circular if just 1 of its AI investors also trades with the company. > Chip, cloud and infrastructure suppliers are the investor in 73% of circular ties, and in 64% of all such ties the investor also sells to the firm it funds. Data tool and model makers rarely invest this way, since their products are more interchangeable. > AI is unusually suited to these deals: suppliers can track customers' compute use, chips and data centres are custom-built, few firms make critical tools such as photolithography machines, and capital needs are too big for normal lenders. In AI compute and cloud, 15.2% of supplier-customer ties also involve financing, versus just 3.3% with equity stakes in a broad 2006 US study. > Some AI sales are paid for by the sellers themselves, because money a supplier invests in a customer partly returns as the supplier's revenue. Lucent and Nortel did this in the late 1990s, then lost money on the loans and lost the sales when the telecom firms they funded stalled. > A supplier that invests in its customer can lose twice: if the customer struggles, both the stake and the future orders shrink. Because these deals involve a few giant suppliers, 1 shock could spread through sales and finance at the same time. > Much of this risk is hidden: many AI firms are private, deals mix cash with long-term purchase promises, and pledges to cover any fall in the value of chips and data centre equipment stay off the books until a downturn forces payment. Because these firms span many sectors and countries, no single regulator sees the full picture, and the research names no companies or overall dollar total.

🚨 side project alert 🚨 Announcing Muse Gadgets, an open source ESP32 firmware and Linux sdk so that you can make hardware devices that work with Muse. Grab an API token from http://gadgets.muse.ai and point your favorite coding agent at the github repo to build your own peripherals for Muse.

Anthropic’s fable 5.5 is expected to release next week! It’s a very very very good model with quote on quote “otherworldly” intelligence. I’m hearing of a Tuesday release 👀

BIS (Bank for International Settlements) just published a report on circular financing among AI companies. > Over half the money flowing into AI companies comes from other AI companies: between 2021 and 2025, peers supplied 55.2% of AI firms' incoming investment value, while AI investors sent 28.7% of their own deal value to AI targets. > Circular deals are rare but big: only 16.1% of AI-to-AI deals involved firms that also buy from or sell to each other, yet they held 46.4% of the money. That figure is partly inflated, because an entire funding round counts as circular if just 1 of its AI investors also trades with the company. > Chip, cloud and infrastructure suppliers are the investor in 73% of circular ties, and in 64% of all such ties the investor also sells to the firm it funds. Data tool and model makers rarely invest this way, since their products are more interchangeable. > AI is unusually suited to these deals: suppliers can track customers' compute use, chips and data centres are custom-built, few firms make critical tools such as photolithography machines, and capital needs are too big for normal lenders. In AI compute and cloud, 15.2% of supplier-customer ties also involve financing, versus just 3.3% with equity stakes in a broad 2006 US study. > Some AI sales are paid for by the sellers themselves, because money a supplier invests in a customer partly returns as the supplier's revenue. Lucent and Nortel did this in the late 1990s, then lost money on the loans and lost the sales when the telecom firms they funded stalled. > A supplier that invests in its customer can lose twice: if the customer struggles, both the stake and the future orders shrink. Because these deals involve a few giant suppliers, 1 shock could spread through sales and finance at the same time. > Much of this risk is hidden: many AI firms are private, deals mix cash with long-term purchase promises, and pledges to cover any fall in the value of chips and data centre equipment stay off the books until a downturn forces payment. Because these firms span many sectors and countries, no single regulator sees the full picture, and the research names no companies or overall dollar total.

I wrote about the thing I underestimated most about progress in AI: its ability to self-organize to accomplish tasks. Also, what that means for agents like Muse and Dots, along with a music video explaining why we keep relearning The Bitter Lesson. https://open.substack.com/pub/oneusefulthing/p/the-dot-and-the-swarm?r=i5f7&utm_medium=ios

Introducing dots, powered by GPT-6 Astra. Remarkably capable, always-on agents built to handle everything.

Everyone uses AI by now. Senior leaders are vibecoding apps. They've adopted claude. They're finding workflows to automate. Folks have their own claws. AI capex is keeping the S&P afloat. Corporate America's geared up. It's all very much mainstream. We're not so early anymore.