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A real virtual teammate? Altman calls it the biggest shift in programming he’s ever seen—and he’s not exaggerating. Codex marks the emergence of a new programming paradigm: one where software isn’t written line-by-line, but delegated—modularised, parallelised, and executed by AI

$META TO SOURCE NUCLEAR POWER FROM $CEG TO FUEL ITS DATA CENTERS Meta just signed a 20-year deal for 1.1 GW from Constellation’s Clinton nuclear plant -- its biggest energy agreement yet, starting in 2027 👀

An additional $10bn from Amazon on AI infrastructure. I was asked to come on a show the other day to debate someone who had written a book on AI being a con. I refused because, frankly, I don’t know how anyone who is intellectually honest and has done even a *little* research

Still missing: the factories and know-how on making the actual semiconductors for the compute in the U.S.

Insanity.

Oh dear

Ilya Sutskever, in his speech at UToronto 2 days ago: "The day will come when AI will do all the things we can do." "The reason is the brain is a biological computer, so why can't the digital computer do the same things?" It's funny that we are debating if AI can "truly think"

Meta is currently offering $2M+/yr in offers for AI talent and still losing them to OpenAI and Anthropic. Heard ~3 such cases this week. The AI talent wars are absolutely ridiculous. Today, Anthropic has the highest ~80% retention 2 years in and is the #1 (large) company top AI

All the attention on the Apple paper, which draws conclusions on the limitations of AI ‘reasoning,’ signals a huge amount of COPE. Because the alternative, that AI will be able to do everything a human brain can do (see recent comments from Ilya Sutskever) is just too

It’s a race. And the finish line is within touching distance. (ironic as there is no end to ‘intelligence’ and theoretically there is no finish line - it’s infinite.) Meta going balls to the wall to get ‘there’ first. Huge news as Zuck poaches/partners with Alexander Wang of

US COMMERCE SECRETARY LUTNICK SAYS TALKS WITH CHINA GOING WELL WILL TRY TO WRAP BY TONIGHT 😳

Everyone’s racing to adopt AI, but no one wants to talk about the real bottlenecks. Yes, the tech is revolutionary. But here’s the hard truth: if your data is a mess, your org structure is outdated, and your partners aren’t aligned—you won’t get far. I’ve seen it across sectors.

We’re not just in a tech race. We’re in a global power shift - and AI is the new battlefield. Throughout history, technology has always been a driver of influence. But AI? This isn’t just another tech wave. We’re talking about commodified intelligence - cheap, scalable, and

The most important political issue of our lifetime is unfolding—and most people haven’t realized it yet. Since 2017, I’ve been immersed in the intersection of AI and geopolitics. What’s becoming clear is that AI isn’t just a tech story—it’s a story about power, identity,

Everyone’s chasing the next AI trend - GenAI, agentic systems, whatever’s HOT - but none of that matters if your foundation is broken. We’re still just at the foothills of the exponential curve. What’s coming is going to move faster, scale harder, and become more integrated into

The real AI war isn’t just about chips - it’s about Achilles heels. And both the U.S. and China have them. If you’re watching this space closely, you’ll know something huge is unfolding beneath the headlines. On the surface, it’s about export controls, chip bans, and supply

At the cutting edge, AI is already being used in scientific research to push the boundaries of what we thought was possible. It’s not just an assistant anymore - it’s becoming a co-creator. And as that loop between human ingenuity and machine capability tightens, the ceiling on

Well.

The AI race isn’t just about the U.S. and China - it’s about the new world order forming around them. If you’re not one of the two superpowers, you’re now a swing state. That’s the geopolitical reality of this moment. We’re seeing real-time alignment shifts, like Trump’s recent