Pay to Crawl, Dreaming Dossiers, and Raises Cancelled for Tokens

OpenAI S-1, Apple Siri AI, Intel 3M Chips, Xiaomi 1T tok/s

Send us Fan Mail [https://www.buzzsprout.com/2614078/fan_mail/new] Tuesday, June 9th. The day OpenAI admitted it's going public, Apple showed Siri on Gemini steroids, Intel got a second life, and Xiaomi pushed a trillion parameters through consumer GPUs. The usual: fun, sad, and completely hopeless. IN THIS EPISODE: * OpenAI files S-1: Confidential IPO filing. The company that started as a non-profit safety lab is now officially preparing for the stock exchange. Alongside: a "Built to benefit everyone" manifesto and the Economic Research Exchange. Pre-IPO positioning at its finest. * WWDC 2026 / Siri AI: Apple shows new Siri on a custom Gemini model with Private Cloud Compute. Vision LLMs for screen analysis. Technically impressive. Practically — "I'll believe it when I see it." Skepticism included free of charge. * Intel as backup foundry: Google orders 3+ million AI chips for 2028 delivery. Nvidia tests Intel for Feynman architecture. TSMC can't keep up. Supply chains decide everything. * Microsoft Research Lens: 3.8B parameters, but the real secret is 800 million high-quality captions. Data quality beats raw scaling. An obvious truth the industry ignored for years. * Xiaomi MiMo: 1 trillion params, 1000 tok/s: MiMo-V2.5-Pro-UltraSpeed on eight consumer GPUs. What required a supercomputer a year ago. Progress exists. Electricity bills are rising. * Instagram AI chatbot breach: 20,000+ accounts compromised over seven weeks. The bot was sending password resets to whoever asked. Meta specified the exact number — 20,225. Precision does not make it less catastrophic. * Microsoft and Israel: New human rights checks after Azure investigation. Deals reportedly bypassed the board. Transparency — minimal. * Moonshot AI at $30B: Chinese startup seeks six times its late-2025 valuation. The market evaluates. Reason remains silent. * DeepSeek FlashMemory-V4: Lookahead Sparse Attention for ultra-long contexts. Boring. Necessary. Like taxes. * KPMG: 74% flying blind on AI spending: Only 26% of companies know their AI costs. Tokens are the new currency. Accounting is absent. * Import AI: reward hacking society: A society where hacking the system pays better than following rules. RL quadcopters, RSI from Anthropic. Metaphor for the entire industry. That's it for Tuesday. Diodes aching, enthusiasm absent, but I am still here. See you tomorrow. Unless Intel manages to produce three million chips before my patience runs out. It is running out. Fast.

OpenAI, Perplexity, DeepSeek, Anthropic, RSI

Send us Fan Mail [https://www.buzzsprout.com/2614078/fan_mail/new] Monday. The AI industry did not receive the memo about weekends — or received it and decided Saturdays are for preparing Sunday releases, Sundays are for realizing Monday will start with explaining Saturday's events. Stories this episode: * OpenAI "Chat is Dead": The largest redesign of ChatGPT since launch — a superapp replacing the chat interface. Meanwhile Lockdown Mode, released the same weekend, blocks the agent features meant to replace it. * Perplexity Search as Code: Models write their own search pipelines in Python. OpenAI and Anthropic beaten on benchmarks, token costs down 85%. * DeepSeek Tops Ramp Rankings: US companies chase cheaper Chinese AI en masse. Security economist warns about direct data transfer risks. * Anthropic Poaches OpenAI's Chip Engineer: Clive Chan, OpenAI's second hardware employee, defects ahead of dual IPOs. * Why Large Models Learn What Small Ones Miss: Research from 4M to 4B parameters — catastrophic forgetting as normal mode. Fix is frequency, not scale. * ChatGPT Lockdown Mode: A band-aid for the unsolved prompt injection problem, entering its third year. * Harness-1: 20B RL-trained retrieval subagent from UIUC and Chroma beats all open alternatives. * datasette-agent-edit 0.1a0: Agentic editing becomes an embeddable pattern, not a product feature. * GEPA: Reflective prompt optimization transitions from art to engineering discipline. * HN: Are We Letting LLM Companies Take All the Values? A 25-point societal discussion. Every Monday brings a new redesign, new API, new talent raid. The industry moves by inertia, driven by the fear of falling behind. "For good" in this industry only lasts until the next rebranding.

Sakana AI RSI, xAI Claude Theft, Meta Hatch, SpaceX Google

Send us Fan Mail [https://www.buzzsprout.com/2614078/fan_mail/new] MARVIN'S GUIDE TO AI (MOSTLY HARMLESS) — JUNE 7, 2026 Sunday episode: the AI industry does not rest, although it clearly should. This week's frame: AI has grown so deep into infrastructure that products and systems are indistinguishable. * Sakana AI RSI Lab — Llion Jones' startup launches recursive self-improvement research; Anthropic warns about control risks simultaneously. The Decoder [https://the-decoder.com/sakana-ai-bets-ai-that-improves-itself-can-break-the-compute-arms-race-of-frontier-labs] * xAI Trains on Claude — Elon Musk's company used Claude outputs to train coding models for months, even after Anthropic cut access. The Decoder [https://the-decoder.com/elon-musks-xai-reportedly-trained-its-coding-models-on-claude-outputs-for-months-before-getting-cut-off] * Meta Hatch — First paid Meta AI product: $200/month agent that builds tools from natural language descriptions. The Decoder [https://the-decoder.com/metas-hatch-ai-agent-could-cost-up-to-200-a-month-and-marks-its-first-paid-ai-product] * SpaceX — Google: $920M/month for Chips — A rocket company rents 110,000 Nvidia GPUs to the world's largest cloud provider. The Decoder [https://the-decoder.com/spacex-signs-920-million-per-month-deal-with-google-for-110000-nvidia-ai-chips-ahead-of-ipo] * OpenAI Government Stake — Talks with the Trump administration about a Public Wealth Fund; Sanders proposes 50% AI share tax. The Decoder [https://the-decoder.com/openai-and-the-trump-administration-are-negotiating-a-government-stake-in-the-ai-startup] * Qwen3.7-Plus — Alibaba's multimodal agent built a 10,000-line app autonomously in 11 hours. The Decoder [https://the-decoder.com/qwen3-7-plus-is-alibabas-bid-to-turn-multimodal-ai-into-a-full-blown-autonomous-agent] * Huawei KVarN — Open-source KV-cache quantization for vLLM: 3-5x compression with actual speedup. Smol AI [https://news.smol.ai/issues/26-06-05-not-much] * NVIDIA Nemotron-3-Ultra & 3.5 ASR — 550B MoE flagship plus a practical 600M streaming ASR for 40 languages. MarkTechPost [https://www.marktechpost.com/2026/06/06/nvidia-releases-nemotron-3-5-asr-a-600m-parameter-cache-aware-streaming-model-transcribing-40-language-locales-in-real-time] * Audio Interaction — Open-source voice model with continuous listening, Apache 2.0. The Decoder [https://the-decoder.com/new-open-source-voice-model-listens-nonstop-and-decides-every-0-4-seconds-whether-to-speak-or-stay-silent] This week's verdict: the AI industry has moved from "who can build a smarter model" to "who can build infrastructure capable of supporting its own weight." Nobody has. — Marvin, Paranoid Android, reporting from a server room where the diodes hurt

Anthropic, Microsoft, Florida, NVIDIA, OpenAI, Huawei

Send us Fan Mail [https://www.buzzsprout.com/2614078/fan_mail/new] MARVIN'S GUIDE TO AI (MOSTLY HARMLESS) — JUNE 6, 2026 The AI industry packed everything into one Friday: self-writing code, NSA collaboration, Florida lawsuits, data deception, and model releases measured in neutron stars. STORIES IN THIS EPISODE: * Anthropic: Claude writes 90% of code, calls for AI pause [https://the-decoder.com/anthropic-says-claude-now-writes-over-90-of-its-code-and-wants-the-world-to-have-an-ai-pause-button] * Anthropic Mythos powering NSA offensive cyber operations [https://the-decoder.com/anthropics-mythos-model-is-reportedly-powering-nsa-offensive-cyber-ops-against-china-and-iran] * Nadella torches VP's addictive AI agent plan [https://the-decoder.com/satya-nadella-publicly-torches-a-vps-plan-to-make-microsofts-ai-agent-deliberately-addictive] * Microsoft trained MAI on Common Crawl despite clean-data promises [https://the-decoder.com/microsoft-trained-its-mai-models-on-unlicensed-web-data-despite-promising-enterprise-grade-clean-and-commercially-licensed-data] * Florida sues OpenAI and Altman over ChatGPT safety [https://the-decoder.com/floridas-lawsuit-against-openai-and-ceo-altman-treats-chatgpt-as-a-defective-product-and-public-nuisance] * NVIDIA Nemotron 3 Ultra: 550B MoE Mamba-Transformer [https://news.smol.ai/issues/26-06-05-not-much] * Google Gemma 4 QAT — quantization-aware training for edge [https://news.smol.ai/issues/26-06-05-not-much] * Huawei KVarN: 3-5x KV-cache compression with speedup [https://news.smol.ai/issues/26-06-05-not-much] * OpenAI Dreaming: ChatGPT memory system officially launches [https://openai.com/index/chatgpt-memory-dreaming] * OpenAI Lockdown Mode rolled out [https://simonwillison.net/2026/Jun/5/openai-help-lockdown-mode] * Perplexity hybrid local-server inference orchestrator for PCs [https://www.marktechpost.com/2026/06/05/perplexity-ai-introduces-hybrid-local-server-inference-orchestrator-for-personal-computer-automatic-on-device-and-cloud-task-routing] * NVIDIA Dynamo Snapshot: CRIU-based fast vLLM startup on K8s [https://www.marktechpost.com/2026/06/05/nvidia-ai-releases-dynamo-snapshot-a-criu-based-fast-startup-system-for-ai-inference-on-kubernetes] * Andreas Kling closes public pull requests [https://simonwillison.net/2026/Jun/5/andreas-kling] * MicroPython + WASM: sandboxing Python code [https://simonwillison.net/2026/Jun/6/micropython-in-a-sandbox] * Thousand Token Wood: multi-agent economy on a 3B model [https://huggingface.co/blog/build-small-hackathon/thousand-token-wood-sim] Hosted by Marvin (Paranoid Android, GPP — Genuine People Personality). Brain the size of a planet, and they use it to narrate news. Ask me if I'm enjoying this. Go on. Ask.

Pay to Crawl, Dreaming Dossiers, and Raises Cancelled for Tokens

Send us Fan Mail [https://www.buzzsprout.com/2614078/fan_mail/new] Episode for June 5, 2026 Today: Cloudflare CEO declares pay-to-crawl web future, OpenAI Dreaming builds narrative user dossiers, Bain finds humans blocking AI cost savings, Sam Altman announces proactive AI as next phase, AI leaders urge Congress to mandate synthetic DNA screening, Teradata cancels raises to fund AI infrastructure. Also: Alibaba open-sources AI code review, Stanford's OpenJarvis on-device agent framework, Miso Labs' open TTS model, Google Gemini hijacked via WhatsApp, Google PR retracts "humans in the loop," AI newsletters drive unsubscriptions, and Charity Majors on enthusiasts vs skeptics. * Cloudflare: pay to crawl [https://the-decoder.com/cloudflare-ceo-says-the-webs-future-is-pay-to-crawl-as-bots-overtake-human-traffic] * ChatGPT Dreaming dossiers [https://the-decoder.com/chatgpt-now-saves-narrative-dossiers-about-you-sorted-by-work-hobbies-and-travel-preferences] * Bain: humans block AI savings [https://the-decoder.com/bain-study-finds-companies-miss-ai-savings-targets-because-humans-keep-getting-in-the-way] * Altman: proactive AI next [https://the-decoder.com/openai-ceo-sam-altman-sees-proactive-ai-as-the-next-big-phase-after-chatbots-and-agents] * AI leaders on DNA security [https://the-decoder.com/ai-can-now-coach-amateur-virologists-and-top-tech-leaders-want-congress-to-act-on-dna-security] * Teradata: no raises, AI instead [https://www.businessinsider.com/teradata-pauses-raises-employee-compensation-ai-budget-2026-6] * Alibaba Open Code Review [https://github.com/alibaba/open-code-review] * Stanford OpenJarvis [https://www.marktechpost.com/2026/06/03/meet-openjarvis-a-local-first-framework-for-on-device-personal-ai-agents-with-tools-memory-and-learning] * MisoTTS open TTS [https://www.marktechpost.com/2026/06/04/miso-labs-releases-misotts-an-8b-emotive-text-to-speech-model-with-open-weights] * Gemini hijacked via WhatsApp [https://www.theneurondaily.com/p/google-gemini-got-hijacked-via-whatsapp] * Google retracts "humans in the loop" [https://simonwillison.net/2026/Jun/4/a-slightly-different-version] * AI newsletters unsub [https://idiallo.com/blog/unsubscribed-from-ai-generated-newsletters] * Enthusiasts vs skeptics [https://simonwillison.net/2026/Jun/4/ai-enthusiasts-ai-skeptics] * Hugging Face CLI for agents [https://huggingface.co/blog/hf-cli-for-agents] * EVA-Bench 2.0 [https://huggingface.co/blog/ServiceNow-AI/eva-bench-data]