Wow! Half blown away, half terrified lol
Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model.
🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal.
🔹 Full-project coding: games in Unreal, Unity & Godot.
🔹 Excels at parametric 3D modeling in Blender & CAD.
🔹 More reliable at finance with hallucination down by 65%.
🔹 Matching the strongest proprietary models across coding, agentic and knowledge benchmarks.
Kimi K3.1 Pro and K3.1 Pro Highspeed (2–3× faster) are now live on Kimi.ai, Kimi Work, Kimi Code, and the Kimi API.
Open weights by Nov 4, 2026.
🔗 API: platform.kimi.ai
🔗 Tech blog: kimi.ai/blog/kimi-k3-1…
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Morgan retweeted
Marc Andreessen says the gap between what AI-native startups and incumbents think AI can do is the widest he’s ever seen:
"The AI-native early stage startups have just a completely different view on what they can do with AI than the typical incumbents in almost any industry, n."
"AI is just racing ahead in capability even week by week... There are going to be a lot of industries that are really up for grabs in a fundamentally more profound way than maybe has been the case in the past."
"The founders are gonna have a level of superpowers coming from the use of these tools and these technologies that they just simply haven't had in the past... Had I had Astra and Netscape in 1994, like, oh my God. Like, Ben, what would you and I have been able to do at Netscape?"
"Those entrepreneurs are gonna color way outside the lines. We already see this. They're not gonna think of themselves as like, 'I'm just a software company,' or, 'I'm just a hardware company,' or even, 'I'm just an AI company.'"
@pmarca @bhorowitz
"The AI-native early stage startups have just a completely different view on what they can do with AI than the typical incumbents in almost any industry, n."
"AI is just racing ahead in capability even week by week... There are going to be a lot of industries that are really up for grabs in a fundamentally more profound way than maybe has been the case in the past."
"The founders are gonna have a level of superpowers coming from the use of these tools and these technologies that they just simply haven't had in the past... Had I had Astra and Netscape in 1994, like, oh my God. Like, Ben, what would you and I have been able to do at Netscape?"
"Those entrepreneurs are gonna color way outside the lines. We already see this. They're not gonna think of themselves as like, 'I'm just a software company,' or, 'I'm just a hardware company,' or even, 'I'm just an AI company.'"
@pmarca @bhorowitz
Today, a16z Crypto is becoming a16z Frontier.
Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap.
Frontier expands pto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop.
Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late.
They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans.
0:50 Introducing a16z Frontier
2:49 Smartphone parts to drones and VR
4:47 Backing the "outer planets"
7:11 Good ideas that look like bad ideas
10:43 The JP Morgan photo in Marc's office
15:13 Good tech ideas eventually work
16:53 AI may pull tech 20 years forward
18:18 The widest AI gap Marc's ever seen
22:06 Workers adopt AI before companies do
26:32 Old use cases vs. AI-native ones
30:08 Beyond "product manager brain"
34:45 AI can reverse engineer any hardware
38:23 The case for open source AI
46:36 How AI breaks the internet's model
49:11 VR, homebrew hacking, multiplayer AI
54:00 If you're 18, study "modern alchemy"
YouTube: youtu.be/-9XQMHhpypc
Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see a16z.com/disclosures for more information. A list of investments made by a16z is available at a16z.com/portfolio.
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Morgan retweeted
we are living in unprecedented times
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-…
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Pay attention
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building Francisco to achieve record power density.
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Morgan retweeted
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building Francisco to achieve record power density.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building Francisco to achieve record power density.
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Morgan retweeted
defining a new category: phone-use
an mcp/api that gives ai agents their own phones
cloud phones. real androids. real iphones.
tell your agent what to do, and it can operate a phone just like you do.
today, ai agents face three fundamental problems and phoneuse solves them 🧵
an mcp/api that gives ai agents their own phones
cloud phones. real androids. real iphones.
tell your agent what to do, and it can operate a phone just like you do.
today, ai agents face three fundamental problems and phoneuse solves them 🧵
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Morgan retweeted
Jensen closed his GTC Berlin 2026 keynote with this Hermes Agent demo as the finale.
He introduced it by saying the way to build an agent is to ask an agent to build it for you, so he installed and set up a customized Hermes in one prompt.
Then he used Hermes, running on reate a simulated training environment for the @huggingface Microduck. Hermes planned an obstacle course with Nemotron and had GPT-6 Astra build it using FreeCAD, Omniverse libraries, Blender, Newton, and Isaac Lab. Hermes trained thousands of simulated ducks on that course until the validated policy was ready to run on the real robot in the physical world.
At Nous, we believe open source is a practical tool as much as a philosophical ideal. It gives users the ability to build powerful, complex workflows chaining numerous local+cloud models, devices, and tools themselves instead of waiting for a company to enable them.
He introduced it by saying the way to build an agent is to ask an agent to build it for you, so he installed and set up a customized Hermes in one prompt.
Then he used Hermes, running on reate a simulated training environment for the @huggingface Microduck. Hermes planned an obstacle course with Nemotron and had GPT-6 Astra build it using FreeCAD, Omniverse libraries, Blender, Newton, and Isaac Lab. Hermes trained thousands of simulated ducks on that course until the validated policy was ready to run on the real robot in the physical world.
At Nous, we believe open source is a practical tool as much as a philosophical ideal. It gives users the ability to build powerful, complex workflows chaining numerous local+cloud models, devices, and tools themselves instead of waiting for a company to enable them.
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Morgan retweeted
People highly understimate how high quality mechanical & civil engineering behind all these racks and datacenters.
Unfortunately only electric and semiconductor engineering get all the attention.
Unfortunately only electric and semiconductor engineering get all the attention.
Jensen Huang holds up a Vera Rubin node on stage: what took two hours to assemble on Grace Blackwell now takes under five minutes, with no cables and 100% liquid cooling
“So Vera Rubin is in full production. It’s nice to kind of see it. This is the first computer in the world cables, no wires, completely 100% liquid cooled. And it’s just really delightful...Really delightful to be able to pull it out. And this is one Vera Rubin computer. Okay, so this has two GPUs."
"What used to take, in the case of Grace Blackwell, two hours to assemble one node, and when you see it, you’ll know what I mean. Cables and wires everywhere, 80% liquid cooled."
"Now Vera Rubin is 100% liquid cooled, and it takes less than five minutes to assemble it. And so, incredible, incredible achievement."
"Of course, this translates to higher cycle times in manufacturing, much, much better reliability, and of course, a lot better performance.”
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Morgan retweeted
We’re opening a research preview of Claude Duet, a new app where Claude works as a proactive agent.
It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.
It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.
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Morgan retweeted
If you work on education, homeschool your kids, want to learn something new… check this out.
You can use AI to create the coolest and most engaging explainers in the world. Grab a coding agent, ask it for an explainer, deploy it, share the link.
So many ideas can be derived from this. Imagine a platform of vetted visualizations by experts in each field. Games or quizzes where you repair or reassemble the systems. A prompt input to extend them…
And follow @DilumSanjaya!
You can use AI to create the coolest and most engaging explainers in the world. Grab a coding agent, ask it for an explainer, deploy it, share the link.
So many ideas can be derived from this. Imagine a platform of vetted visualizations by experts in each field. Games or quizzes where you repair or reassemble the systems. A prompt input to extend them…
And follow @DilumSanjaya!
Hardware looks scary until you break it down into small steps. So I built an app that takes you through Arduino one circuit at a time.
Made with Opus 5.5
learn-arduino-red.vercel.app
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Watch the whole thing
Introducing Flint, @Recursive_SI’s first model: a fast local coding model built with our automated research system, the Eureka Machine.
• Best-in-class fast local coding
• Up to 2x faster than comparable models: 125+ tokens/sec on a MacBook Pro, 150+ on RTX Spark
• Built from hs
Private, unmetered intelligence on your own machine. Open weights available now on @huggingface, run it locally on your favorite framework or try it for free on @opencode or @pidotdev.
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Morgan retweeted
Introducing Flint, @Recursive_SI’s first model: a fast local coding model built with our automated research system, the Eureka Machine.
• Best-in-class fast local coding
• Up to 2x faster than comparable models: 125+ tokens/sec on a MacBook Pro, 150+ on RTX Spark
• Built from hs
Private, unmetered intelligence on your own machine. Open weights available now on @huggingface, run it locally on your favorite framework or try it for free on @opencode or @pidotdev.
• Best-in-class fast local coding
• Up to 2x faster than comparable models: 125+ tokens/sec on a MacBook Pro, 150+ on RTX Spark
• Built from hs
Private, unmetered intelligence on your own machine. Open weights available now on @huggingface, run it locally on your favorite framework or try it for free on @opencode or @pidotdev.
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This is a huge deal for everyone involved - OEMs, ODMs, clouds, you name it. More surprising too is how we got here in just one generation.
Critical step for automation as the scale of our world's data centers become untenable and as we start putting these things in space 🚀
Critical step for automation as the scale of our world's data centers become untenable and as we start putting these things in space 🚀
Jensen Huang holds up a Vera Rubin node on stage: what took two hours to assemble on Grace Blackwell now takes under five minutes, with no cables and 100% liquid cooling
“So Vera Rubin is in full production. It’s nice to kind of see it. This is the first computer in the world cables, no wires, completely 100% liquid cooled. And it’s just really delightful...Really delightful to be able to pull it out. And this is one Vera Rubin computer. Okay, so this has two GPUs."
"What used to take, in the case of Grace Blackwell, two hours to assemble one node, and when you see it, you’ll know what I mean. Cables and wires everywhere, 80% liquid cooled."
"Now Vera Rubin is 100% liquid cooled, and it takes less than five minutes to assemble it. And so, incredible, incredible achievement."
"Of course, this translates to higher cycle times in manufacturing, much, much better reliability, and of course, a lot better performance.”
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Morgan retweeted
Jensen Huang holds up a Vera Rubin node on stage: what took two hours to assemble on Grace Blackwell now takes under five minutes, with no cables and 100% liquid cooling
“So Vera Rubin is in full production. It’s nice to kind of see it. This is the first computer in the world cables, no wires, completely 100% liquid cooled. And it’s just really delightful...Really delightful to be able to pull it out. And this is one Vera Rubin computer. Okay, so this has two GPUs."
"What used to take, in the case of Grace Blackwell, two hours to assemble one node, and when you see it, you’ll know what I mean. Cables and wires everywhere, 80% liquid cooled."
"Now Vera Rubin is 100% liquid cooled, and it takes less than five minutes to assemble it. And so, incredible, incredible achievement."
"Of course, this translates to higher cycle times in manufacturing, much, much better reliability, and of course, a lot better performance.”
“So Vera Rubin is in full production. It’s nice to kind of see it. This is the first computer in the world cables, no wires, completely 100% liquid cooled. And it’s just really delightful...Really delightful to be able to pull it out. And this is one Vera Rubin computer. Okay, so this has two GPUs."
"What used to take, in the case of Grace Blackwell, two hours to assemble one node, and when you see it, you’ll know what I mean. Cables and wires everywhere, 80% liquid cooled."
"Now Vera Rubin is 100% liquid cooled, and it takes less than five minutes to assemble it. And so, incredible, incredible achievement."
"Of course, this translates to higher cycle times in manufacturing, much, much better reliability, and of course, a lot better performance.”
Nebius CEO Arkady Volozh says GPU compute should be auctioned like internet ads or taxi rides. Nebius launched a GPU auction yesterday, “and the prices went up”
“And pricing is one of the components which helps you to overcome all these bumps in the road. The pricing should be arkets where supply and demand are not balanced yet, you need to introduce something like an auctioning system."
"Something which actually we had in our previous lives experience, like internet advertising or all these taxi markets or delivery markets, where supply and demand should be balanced through some mechanism."
"I think on this market, on the infrastructure market, there should be some mechanism of balancing supply and demand, should be automated, and everything should be built around it."
"And that’s what we started to build. We just launched it. This is the first small sector where we launched it. It’s so-called preemptible capacity, very easy to get and to give up. And we launched it yesterday, and we got the first traction, the prices went up.”
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Morgan retweeted
ENDURANCE IS THE ONLY MOAT
Everyone gives up on everything
You will face every blow, but waking up and applying yourself is all that matters
Jensen is the 🐐bc he spent 30 years building. He never even logged on this app til this year LOL
Stop trippin, keep rippin 🤙
Everyone gives up on everything
You will face every blow, but waking up and applying yourself is all that matters
Jensen is the 🐐bc he spent 30 years building. He never even logged on this app til this year LOL
Stop trippin, keep rippin 🤙
ai has made me realize that most of my ideas are great but i don't have the patience to stick with them long enough
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