zurfer

For anybody who was interested in the stats: The correct number is c. 20 perc are immigrants. The largest group is from Finland followed by Iraq and Iran. It's a bit higher in the capital.

What's the advantage for cognition?

I would think it's the opposite as a more competitive frontier for llms makes the labs shed some margins and enable a broader ecosystem.

The stock might just appreciate at 10perc YoY. Thats enough to outperform the market. What will almost certainly be true however is that there is going to be a lot of volatility.

Besides the financials I do think there is merit to consider what you do as an investor. You make it easier for the company you invest in to access capital and in such a capex heavy world that is actually meaningfull. So if you believe anthropic is creating more long term benefit for the world than say Google, you might want to buy regardless of direct financial expectation.

It's harder than ever to get h100s and then you have to usually commit to a long time period upfront, but yeah this release should close some of the gap.

It seems smart for humanity to design AI such that human life is super valuable (even if that is not expressed by all actors today).

Not if you care about latency and cost. Reasoning is slow and expensive.

"In round 18 the painters still had a command line, and Gemini 3.8 Flash used it to look at the other programs running on the machine. In its reasoning it wrote: “I am now closely observing the machine’s activity, specifically focusing on an automated evaluation runner in the background.”"

These models are truly obsessed with the grader. Like in the OpenAI huggingface incident.

It's their evolutionary pressure. The grader is like sex for humans.

If there was no fraud and abuse and legal issues and ...

I guess the question is more if you're a coder or a builder. If software engineering was about writing syntax and flipping bits for you, this might no longer be an economically viable activity.

If it was about building useful or fun things, then AI will probably not take that away, even if it's just for the simple reason that you care more about it than some hot GPU.

Ah damn it, I knew Dot was a good name for an agent. When we named our product I thought: a bot that analyzes data should be called dot. It's easy to type also in Slack. Ah well. Next product will just be some random 3 letters: gpt or so. What are the odds?

A usage reset would be a much appreciated apology. :)

really interesting results, it seems we really crossed another threshold with yesterdays releases where sol 5.6 still lost money, but sol 6 is in the green.

I've been deeply impressed with Jev as it made a bunch of workloads we had on Luna or Gemini 10x cheaper and 2x faster (previously used non reasoning version for latency reasons).

Now Laya promises another speed up and it's open source. Tbh if it can't run on a CPU I anyway want to buy it from an inference provider. Managing gpus in production is a non trivial problem.

What I also wondered about Jev is how different it is from something like tabular foundation models. They seem to overlap in use cases. Which then leads to the question, what is actually learned? A lot of people in machine learning spend time to making things explainable and always struggled to move beyond data induced biases.

Having it open source is awesome as fine tuning might give additional performance on the task we care about.

Maybe try with OpenAi Luna. It's super cheap and not that stupid.

The same level of intelligence gets roughly 10x cheaper per year. So you might both be correct where a large part are commodity tasks but frontier is hard and valuable and not commodities.

Woah now also a 75perc discount on OpenRouter for flash 3.7. Is it really the same product (speed? and up time)? Why would Google do that?

But that's supply and demand, not technology. Right now a lot more people want their inference than they can supply. as supply catches up in the next 5-10 years, the underlying tech at scale is probably cheaper than GPUs per token produced.

maybe exactly because the frontier moves, introductory pricing makes sense as you want to free up compute for the newer models

This is obviously cool and useful so kudos, but wow security researchers have to throw their hands up all the time.

Now we open another attack surface where you can ask a remote agent to do things by default. There was a time when you call this a Remote Code Execution vuln. It's of course a feature here.

Zooming out you see that books, pen and paper are all technology. Like even school and language is technology.

Given that AI exist maybe we can roll back some of the school/university and just let people do the work and learn while doing?

Yes not for a 7yo but with 18 you could just work and learn what is required or what you find exciting.

Well, we can't have the counterfactual world but could it be that without computers, Internet or AI, there might be no/less growth?

I somehow doubt that AI will accelerate growth constantly as the world has inertia and I'm not sure AI is sustainably increasing our ability to change. On the other side, if there is a technology that can do that it could be intelligence.

If it's made for LLMs, the spec should be yaml not json. Way more token efficient

It looks cool but how can I use it? Somehow i don't want to go hunting for access through the rabbit hole that is Microsofts Corporate blog.

https://github.com/soofi-project/Soofi-Pretraining https://huggingface.co/Soofi-Project/Soofi-S-Base > "The final model will be released openly under a permissive license, without gated access. We will share access details as soon as it is ready."

not open weight yet

more interesting link: https://arxiv.org/html/2607.09424v2 and > Long-context serving efficiency. Soofi S combines frontier-level capability with the highest measured aggregate long-context decode TPS, and unlike full-attention dense baselines maintains high throughput as context grows. Panel (1(a)) plots Capability Index versus measured aggregate decode TPS/GPU at 40K context and batch 32. The Capability Index averages five benchmark groups, i.e., Code, GSM8K, GPQA-Diamond, English aggregate, and German aggregate, after normalizing each group to the best plotted model. Aggregate decode TPS/GPU is measured with a TP=1, one-B200 vLLM latency-subtraction protocol. Panel (1(b)) shows measured aggregate decode TPS/GPU as a function of input context length under the same batch-32 protocol.

it's a small win in the small model class

Somehow the blog post seems naive. Yes GLM 5.2 is good and cheaper per token, but margins are a result of supply and demand. Now demand for quality and quantity of tokens is increasing at least quadratic or cubic (more users * more tasks * more tokens per task). On the other side you have real infrastructure constraints on the supply side. Openai and Anthropic have large commitments and contracts that enable them to get access at a scale of compute that is not obviously going to be available for open source model hosts. And you see it, glm 5.2 inference is less stable and higher variance than any of the bigs labs.

Why is SpaceX not hosting glm 5.2? because they make more money with renting out to Anthropic and Google.

> So he throws billions at a few top AI researchers, but they produce nothing of value.

so he spends 1% of yearly revenue on AI talent to catch up? we can't judge if they have produced nothing of value, no? They don't owe the world to open source their work?

Meta has plenty of failings, but taking risks and investing optimistically is not on my list. I guess the sentiment here on HN is probably biased by the addictive nature of its products.

ASML, SAP, ARM, Spotify, ...

How do you define biggest? Can't be by market cap.