Braid
Google's I/O keynote is a day behind us, and the week it kicked off turned into a referendum on two very different bets on artificial general intelligence — plus a pile of counter-programming from everyone else. Today: OpenAI cracking an 80-year-old math problem with a general-purpose model, Anthropic's first profitable quarter and what Karpathy was actually hired to do, a 70-page paper on why frontier models still can't tell a fact from a labeled lie, Midjourney's hardware regret, ads arriving inside Google's AI answers, Meta's layoffs, Cohere's open-weights comeback, and a field guide to skilling up coding agents. * Two bets on the same finish line [https://www.youtube.com/watch?v=o_av1b9rs2g] — Google's world-model road vs OpenAI's text-reasoning road, in the labs' own words. * OpenAI cracks an 80-year-old problem [https://openai.com/index/model-disproves-discrete-geometry-conjecture/] — the planar unit distance result from a general-purpose reasoning model. * Anthropic in the black, and Karpathy's bet [https://www.cnbc.com/2026/05/20/anthropic-revenue-explosive-growth-ipo-profitable-quarter.html] — ~$559M operating profit and a hire aimed at recursive self-improvement. * Jagged intelligence, and the false story [https://www.youtube.com/watch?v=o_av1b9rs2g] — the paper where models believe a story they were told a thousand times was fake. * Midjourney's hardware regret [https://www.reddit.com/r/singularity/comments/1tiut2d/midjourney_says_their_research_was_set_back_by_a/] — the tooling tax of betting on the less-supported accelerator. * Ads come to AI Mode [https://blog.google/products/ads-commerce/google-marketing-live-search-ads/] — the business model under the consumer bet. * Meta's eight thousand [https://nypost.com/2026/05/20/business/meta-kicks-off-bloodbath-with-8000-layoffs-in-shift-to-ai/] — the cost side, on the same clock as the wins. * Cohere comes back, Apache-licensed [https://www.reddit.com/r/LocalLLaMA/comments/1tizmar/re_what_ever_happened_to_coheres_commanda_series/] — Command A+, a mixture-of-experts model that fits on one or two GPUs. * Skilling up the agent [https://www.youtube.com/watch?v=vNCY9kXXyDQ] — Marc Klingen's concrete lessons on teaching a coding agent to wire up your tool. * Who's training whom [https://www.reddit.com/r/singularity/comments/1tjgm3x/every_office_employee_is_training_their_own/] — the anxiety running underneath the week.
37 episodios
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