“Well, that's right. So that makes it— that's a joke she makes in the— which I didn't write. That's a joke that the character makes in my documentary, is that it costs as much as a day of um catering. Right. Which is true. Right.”
“Well, there's a lot in there. I do want to say uh the amount that OpenAI has spent is semi-public. It's uh 10,000 agents in 88 hours. 130 uh billion output tokens, which is estimated to be about $40 million in public pricing.”
“Even dramatically so. And the retail posted API price hasn't changed, right? Except when they kind of introduce new models. So what are you measuring on a day-by-day basis that allows you to say, Yeah.”
“the section I really want to read is on open weight and Chinese models. Mm-hmm. M And I'm sure they're going to position China as, uh, you know, a big strategic risk, hm but open weight is a risk to them, to their business, to their core business, for sure. And I think they've got to feel that. Um, they, uh, revenue reached $4.59 billion in 2025, which is pretty damned impressive. A quarter of that came from 2 customers.”
Its share rose from 19.1% last week to 22.7% this week, reversing the previous week's drop.
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Recent weeks19.2%→This week22.7%
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The Cognitive Revolution
One Brain, Any Body: Google DeepMind's Keerthana on Gemini Robotics 2, Cross-Embodiment & Humanoids
Tell me more about, it's like running into a wall at their sprint and get smashed into pieces. Clearly they are not training them like that on an ongoing basis because they'd run out of physical robots to do the training on awfully quickly. So from that alone, I was like, okay, clearly they must be doing a lot of training in simulation. Tell me more about why these kinds of tasks are amenable to training in simulation and what kinds of tasks are still difficult to train in simulation?
Yes, you can iterate and make these better. I wanna make sure I, that, that Soll, it can get there, but it just shows you that, that visually how different the level is of these 2 models. And I think that's something really important. And like, honestly, like I would be slightly worried if I was at OpenAI that this is the thing we have going against Opus 5.5.
Its share rose from 12.4% last week to 14.5% this week, reversing the previous week's drop.
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AI For Humans
AI put Minecraft in Skyrim (and OpenAI had a Dev Day)
Opus 555 does, to me, feel like a pretty significant step towards AGI, especially after my AI agent Fig made a 27-minute documentary about AI almost entirely on its own. It scripted it, it generated the host, it edited it, it added the music.
pointing models, like, or agents at a growing kind of context of information, maybe it's just enough to solve very difficult problems. That um I can buy.
#258 - Opus 5.5, Sol and Luna, Muse, DeepSeek-V4.1-Flash, Xi
the delicate equilibrium that we are in is at great risk. Like you can't just keep inventing crazy new technologies every Tuesday and think that stability will win through.
I was gonna say, we see that today between the uh Fortnite and Roblox ecosystems, right? Like, not to shout out those 2 companies specifically, but if a game pops anywhere, there's a million clones on each platform. Well, is someone gonna make the AI-decompiled Newgrounds, if you will, where anytime something pops, they try to emulate it? We should shout out a couple things, right? Um First, we have to shout out um the Sega Seaman decompile. Did you see this thing?
#258 - Opus 5.5, Sol and Luna, Muse, DeepSeek-V4.1-Flash, Xi
It appears that the launch has been good. If these 2 investors, we'll see, you know, what the longer-term feel on this product are, but a lot of their users from, you know, the rest of the ecosystem of Facebook and so on are giving Muse a try.
What's an example? So is this different than, like, you know, pick your favorite company, Harvey, for example, using LLMs to do legal work or what's the—
