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The riding in a robot car feeling hasn’t gotten any less wondrous yet.
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Judging by my SF South Bay dominated LinkedIn feed, Jensen is going to be out sooner rather than later. The vibes on the feed are vicious.
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In May of this year, an investment research firm published this 40 page report detailing what it called the @nvidia “China Problem,” concluding that Alice Huang’s company, Megaspeed, was leveraging her relationships to divert Nvidia Blackwell chips for use by prohibited Chinese companies like Alibaba and Bytedance.

It has been published on its website ever since. You can read it here—a summary appears on pp. 2-3. culperresearch.com/wp-content/upl…

Why have the White House, State, Commerce, and NSA been pretending this is a secret? Shouldn’t they have investigated months ago—or even a year ago, when Singapore authorities investigated Megaspeed for evading export restrictions to China?
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👀 Tick tock
The NVIDIA board has launched an investigation into reports that CEO Jensen Huang was the target of a 'foreign intelligence effort.'
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There's a specific reason why Rubio is being named here. You should recognize it.
NYT: Secretary of State Marco Rubio oversaw the drafting of the highly classified memo this spring warning top Trump administration officials that Nvidia’s chief executive, Jensen Huang, was in a close relationship with a Chinese spy, multiple people briefed on the matter said.
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Haha holy wow....
US believes Nvidia’s Huang had romantic relationship with alleged Chinese spy ft.trib.al/5tCtZnH
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A truck carrying $11.4 million in Nvidia hardware disappeared after leaving Oakland, as organized cargo thieves increasingly target expensive computer equipment destined for the data centers powering the AI boom.
buff.ly/OJs1AXq
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Since August, a team within METR has worked with internal Anthropic information to assess whether AI itself is accelerating AI development.

We are now publishing a report summarizing the results of this risk assessment.
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What the heck, Perplexity got FedRAMP certification?
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Replying to @joy
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👨‍💻 THREAD on how data center-related ballot measures are faring tonight

data centers are on the ballot in ~40 localities across 13 states, including proposed bans, votes on specific projects, and recalls of pro-data center politicians
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One of the most concerning developments in open-weight AI has been the rise of vendors of "abilterated" models offering cyber capabilities with no guardrails

@JoinFAI's FLD is seeking prospective plaintiffs who may have been injured by these systems to support impact litigation
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v.4 of Who Tests The Frontier AI Labs? What We Know is live. This version adds US CAISSI and Poland’s NASK at OpenAI and Handshake AI at Meta, plus Anthropic’s S-1 disclosure that it indemnifies outside testers and the joint UK AISI–Anthropic investigation of Mythos 5.
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Replying to @joy
Link for changelog and more → cleverhack.com/who-tests-the-…
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Would love to know why visitors from certain financial institutions have been checking out my Neolab tracker recently.
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Whoa... I think what is significant is that we're seeing this *outside* of the labs.
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math.
It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training.

We call this Weight-Space Programming: fronely read/write neural network weights! 🧵
Blog: rikiyat.github.io/blog/weight-sp…
Community note
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math.
rikiyat.github.io/blog/weight-sp…
github.com/RikiyaT/lm_und…
huggingface.co/Qwen/Qwen3.5-0…
huggingface.co/RikiyaT/Qwen3.…
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If you have any interest in Delaware corporate governance of AI labs, you'll want to take a look...
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Replying to @joy
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Replying to @joy
The article also talks about Delaware's interest in agent-run companies
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