Interesting to see Americans more pessimistic about AI than many other countries.
Is it because how frontier labs communicate ie focus on job losses and doomsday scenarios?
Other countries heard those too… they land differently here.
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Getting a robot policy into production takes more than model weights. Low-latency inference, streaming and deployment all need to work together.

@reactorworld is putting that infrastructure behind an API so robotics teams can focus on making their robots more capable.

Well done team @_bschmidtchen @taiuti 🦾
Introducing Remote Policy API on Reactor.

You can now:
• Run policies on Reactor’s infrastructure with ultra-low latency
• Use Cosmos Nano, FLUX Action, and DreamZero out of the box
• Power your robot control loop with <30 ms global rtt.
• Deploy, scale and stream with your ownerve.

Get started on DROID checkpoints today with more coming each week.
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Not sure data center jobs impact gets enough attention.

According to Goldman DC-exposed construction employment 315k above broader construction trend since 2022 i.e. electricians, HVAC crews, utility workers, etc.
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AI productivity gains don’t automatically accrue to shareholders
Goldman finds almost no relationship between S&amp;P 500 companies’ AI exposure &amp; margin growth 👇
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Great guidance from @jpmorgan team for enterprises adopting AI agents @patopet jpmorganchase.com/about/technolo…

Hardware security is important part of the AI resilience.

@eclypsium secures that foundation by verifying hardware/firmware integrity from procurement through operation @c7zero
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B200 rent is near an all-time high (~$6.47/hr) while 1M tokens keep sliding to ~$0.92...
Somebody between GPU and API is eating that spread
BofA on GPU spot rental pricing:

Continued strong GPU rental pricing data suggests demand for compute is still high, with B200 rental price of ~$6.47/hr near all-time high level.

Estimated market pricing for 1M tokens continue to decline, now at ~$0.92 vs. TTM median of $1.45, suggesting tokens are becoming more accessible and affordable over time (which could lead to greater usage and token generation

$NVDA $SPCX $NBIS $IREN $CRWV
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Hardware and firmware security across IT/OT deserve far more attention.
The consequences reach well beyond stolen data.
I appreciate the effort @c7zero @eclypsium team have spent working on this problem.
Cyberattack on fridges hits supermarkets across Europe reut.rs/3X1A0dF
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Love Janan’s takes on FT
This one applies well to most VCs on X:
“You very likely have nothing additive to say about politics. Most opinions are correct but banal, or distinctive but wrong - while quite a few are both banal and wrong.
To air them is no great service to the public abstain, often is”
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An attacker could change an AI model’s behavior through compromised infrastructure while the model, hash, signature all remained valid 🚨

This is a massive gap as enterprises give AI agents more access & authority

Proud of @eclypsium team @c7zero for exposing this risk & expanding its collaboration with NVIDIA to address it 💪

Trust in AI has to extend to the hardware and firmware running it.

cnn.com/2026/10/29/pol…

blogs.nvidia.com/blog/eclypsium…
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🤯 " @googlecloud revenue surged 103% year over year to $30.7B.
@Azure cloud revenue grew 48% to $33.2B"

When I was at GCP in 2019, we were a distant #3 and most people didn't get what we were building.
7 years later.. GCP is ~$2.5B behind Azure.
Passes Azure next year, my bet.
Never count out Google
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Princeton sampled a 319-GPU cluster every 100ms... half the jobs averaged under 5% SM utilization 🤯
arxiv.org/pdf/2610.36329 @AndrewSheinberg
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Live prompt steering on a world model that keeps generating... and 84% faster frame handoff to get there 🔥
Great work @reactorworld @viskoai!
Together with @viskoai, we optimized the inference pipeline and built an interactive API for Orbis Stable and Dynamic on Reactor.

Read more here: reactor.inc/blog/visko-orb…
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Impressive!
A malicious PyPI package stole SSH keys, cloud credentials, browser passwords and crypto-wallet data.

Bitbison detected it just 3m 20s after publication, alerting our users before it could even be imported.

Full write-up: registry.bitbison.io/pypi/dictmerge…
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Baris retweeted
And we’re LIVE with Day 1 of VibeCon SF 2026! 🌉🧡

From conversations with our judges to getting builders in the zone, the energy is high, ideas are flowing, and the next big thing is taking shape.

@ycombinator @MongoDB @awscloud @AWS_Partners @AnthropicAI @claudeai

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always shocked by the delusion of knowledge/expertise some VCs have…
@vkhosla may need to update his point on 70-80% adding negative value. Anecdotally % is higher. techcrunch.com/2013/09/11/vin…
Revolut founder Nik Storonsky says one of his investors tried forcing him to fire his best person:

“He was forcing me to fire my best person, because he was too hardcore.”

“Of course I didn’t fire him. I said no.”

“Pretty early on I realized that quite a few VCs, they are not hey can be actually dangerous for the company if they have enough power. So every single investment round, we just remove VCs.”

“Now I don't have any VCs on the board. I think that's the best. You always need to have operators rather than VCs on the board, people who actually build business and who know how to do things.”
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👀 @demishassabis was right all along
1/ 🎮 Can training on games improve LLM reasoning?

Introducing GlyphBench: 360+ game tasks for language-model RL.

We use it as a benchmark, a research tool, and a post-training suite.

🧵⬇️
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Baris retweeted
The results showing transfer from glyph games to improved reasoning gym performance has updated how I think about the utility of game environments. Maybe Demis was right all along and we should just be generating increasingly challenging open-ended game environments?
1/ 🎮 Can training on games improve LLM reasoning?

Introducing GlyphBench: 360+ game tasks for language-model RL.

We use it as a benchmark, a research tool, and a post-training suite.

🧵⬇️
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Love this!!
Introducing NVIDIA Cosmos-3-Nano on Reactor. Two new models, available now via the Reactor API.

• Sim-Bimanual predicts what a robot sees as you move its arms and grippers.
• Sim-Transfer turns simulations into photorealistic video.

Try them now: reactor.inc/cosmos-bimanual
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Nvidia already backstopped Firmus' ~$15B order for 170k GPUs
now the IPO's dead and Nvidia is writing the equity check too
Seller, guarantor... and soon investor of the same customer ↺
👀news about the neocloud liquidity &amp; credit crisis:

Nvidia in talks to invest many hundreds of millions of dollars in Firmus, which just pulled its IPO
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