Things We Read This Week - Jordan Nanos & Hunter Almgren

Ep 20 - Neoclouds, ClusterMAX, Data Sovereignty, Coding Agents ROI, GPT-5 skipping benchmarks, K Prize, Ads in ChatGPT

ClusterMAX: https://www.clustermax.ai/ [https://www.clustermax.ai/] and https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/ [https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/Microsoft] Microsoft [https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/Microsoft] can't guarantee data sovereignty https://www.theregister.com/2025/07/25/microsoft_admits_it_cannot_guarantee/ [https://www.theregister.com/2025/07/25/microsoft_admits_it_cannot_guarantee/Coding] Coding [https://www.theregister.com/2025/07/25/microsoft_admits_it_cannot_guarantee/Coding] challenge https://techcrunch.com/2025/07/23/a-new-ai-coding-challenge-just-published-its-first-results-and-they-arent-pretty/ [https://techcrunch.com/2025/07/23/a-new-ai-coding-challenge-just-published-its-first-results-and-they-arent-pretty/Matt] Matt [https://techcrunch.com/2025/07/23/a-new-ai-coding-challenge-just-published-its-first-results-and-they-arent-pretty/Matt] Berman show appearance: https://x.com/forward_future_/status/1956733158453596533 [https://x.com/forward_future_/status/1956733158453596533Does] Does [https://x.com/forward_future_/status/1956733158453596533Does] AI have ROI? It's all soft cost: https://www.theregister.com/2025/08/18/generative_ai_zero_return_95_percent/?td=rt-3a [https://www.theregister.com/2025/08/18/generative_ai_zero_return_95_percent/?td=rt-3aGPT-5] GPT-5 [https://www.theregister.com/2025/08/18/generative_ai_zero_return_95_percent/?td=rt-3aGPT-5] skipping benchmarks https://x.com/SemiAnalysis_/status/1955028150217478177K [https://x.com/SemiAnalysis_/status/1955028150217478177K] prize: https://www.kaggle.com/competitions/konwinski-prize/leaderboard [https://www.kaggle.com/competitions/konwinski-prize/leaderboardAds] WSJ [https://techcrunch.com/2025/07/31/amazon-ceo-wants-to-put-ads-in-your-alexa-conversations/WSJ] thing https://www.wsj.com/tech/ai/the-new-chips-designed-to-solve-ais-energy-problem-1ba9cac1 [https://www.wsj.com/tech/ai/the-new-chips-designed-to-solve-ais-energy-problem-1ba9cac1] and https://x.com/JordanNanos/status/1949883300576928202 [https://x.com/JordanNanos/status/1949883300576928202Sam] Sam [https://x.com/JordanNanos/status/1949883300576928202Sam] is open to ads https://mashable.com/article/openai-ceo-sam-altman-open-to-ads-on-chatgpt-one-day [https://mashable.com/article/openai-ceo-sam-altman-open-to-ads-on-chatgpt-one-day]

Ep 19 - AI for the Linux Kernel, Zuck Poaching, Overemployment, Future of Ads, DPUs

- security issues with agentic AI in the linux kernel - 10x Engineers but no 10x better applications yet? 10x better slop - AI generated ads? - Zucc poaching researchers like they're athletes - Soram Parekh - Google/Perplexity are killing site referals thanks to AI summaries - future of AI ads - The network is the computer (DPUs)

Ep 18 - Nerfing Models, Preserving Logs, Zuck Acquihiring, and Your Brain on ChatGPT

https://www.iea.org/data-and-statistics/data-tools/energy-and-ai-observatory?tab=Energy+for+AI [https://www.iea.org/data-and-statistics/data-tools/energy-and-ai-observatory?tab=Energy+for+AI] https://simonwillison.net/2025/Jun/5/openai-court-order/ [https://simonwillison.net/2025/Jun/5/openai-court-order/] https://x.com/BenShindel/status/1935486311382556922 [https://x.com/BenShindel/status/1935486311382556922] https://arxiv.org/pdf/2506.08872 [https://arxiv.org/pdf/2506.08872] https://x.com/thedanigrant/status/1932584270624927814?s=46 [https://x.com/thedanigrant/status/1932584270624927814?s=46] https://x.com/swyx/status/1935468206019461470?s=46 [https://x.com/swyx/status/1935468206019461470?s=46]

Ep 17 - Dario's Token Tax, Vibe DevSecOps, MCP Vulnerabilities, Prompt Injections, DeepSeek

https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic [https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic] https://techcrunch.com/2025/05/27/ai-may-already-be-shrinking-entry-level-jobs-in-tech-new-research-suggests/ [https://techcrunch.com/2025/05/27/ai-may-already-be-shrinking-entry-level-jobs-in-tech-new-research-suggests/] https://www.oligo.security/blog/vibe-coding-shipping-features-or-shipping-vulnerabilities [https://www.oligo.security/blog/vibe-coding-shipping-features-or-shipping-vulnerabilities] https://simonwillison.net/2025/May/26/github-mcp-exploited/ [https://simonwillison.net/2025/May/26/github-mcp-exploited/] https://www.anthropic.com/news/constitutional-classifiers [https://www.anthropic.com/news/constitutional-classifiers] https://x.com/sam_paech/status/1928187246689112197 [https://x.com/sam_paech/status/1928187246689112197]

Ep 16 - VMware to KVM moves, DeepSeek R1, Stargate, Compound AI Systems, OpenAI Operator

https://finance.yahoo.com/news/mark-zuckerberg-says-ai-could-182849726.html?guccounter=1 [https://finance.yahoo.com/news/mark-zuckerberg-says-ai-could-182849726.html?guccounter=1] https://www.theregister.com/2025/01/13/anexia_vmware_to_kvm_migration/?td=rt-3a [https://www.theregister.com/2025/01/13/anexia_vmware_to_kvm_migration/?td=rt-3a] https://x.com/emollick/status/1879633485004165375 [https://x.com/emollick/status/1879633485004165375] https://www.microsoft.com/en-us/research/blog/mattergen-a-new-paradigm-of-materials-design-with-generative-ai/ [https://www.microsoft.com/en-us/research/blog/mattergen-a-new-paradigm-of-materials-design-with-generative-ai/] https://x.com/mankaran32/status/1879965574731849833?s=46 [https://x.com/mankaran32/status/1879965574731849833?s=46] https://x.com/dylan522p/status/1880379652054901175?s=46 [https://x.com/dylan522p/status/1880379652054901175?s=46] https://www.cnbc.com/2025/01/21/mistral-ceo-thinks-the-world-will-move-beyond-ai-models-this-year.html [https://www.cnbc.com/2025/01/21/mistral-ceo-thinks-the-world-will-move-beyond-ai-models-this-year.html] https://www.cbsnews.com/news/trump-announces-private-sector-ai-infrastructure-investment/ [https://www.cbsnews.com/news/trump-announces-private-sector-ai-infrastructure-investment/] https://x.com/ns123abc/status/1882085592135237737?s=46 [https://x.com/ns123abc/status/1882085592135237737?s=46] https://x.com/paul_cal/status/1882111659927556535?s=46 [https://x.com/paul_cal/status/1882111659927556535?s=46] https://x.com/miles_brundage/status/1882215297006088262?s=46 [https://x.com/miles_brundage/status/1882215297006088262?s=46]