The reading room
Dwarkesh Patel and Jerry Han found better training data gave a 12-fold compute-efficiency gain from 2019 to 2025 versus 3.7-fold for model recipes, in small models on easy benchmarks; a panel split on how long proprietary data stays valuable.
H100 rental prices rose 22% in a month to $3.28 per GPU-hour on Ornn's transaction index. Dave Blundin, whose fund backs Ornn, called it a reversal of chip depreciation; Emad Mostaque said better models make old Hoppers more useful.
Google DeepMind's AlphaGenome Atlas precomputes predicted molecular effects of every possible single-letter change in the human genome. A Moonshots panelist cautioned that what combinations of variants mean still needs outcome data.
In an exploratory analysis of 42 lung-fibrosis patients, AI-designed drug rentosertib made protein aging clocks read about three years younger by week four. Mortality clocks didn't significantly shift at 60 mg, and the effect plateaued by week 12.
Anthropic's most extreme AI scenario pairs 15% annual GDP growth by 2030 with 17.9% cognitive-worker unemployment and labor's share falling to 45%. On Moonshots, Blundin called it a lower bound; Emad Mostaque said it ignores collapsing demand.
DeepSeek says V4.1-Flash's KV cache needs a quarter of the HBM and an eighth of the SSD cache of its prior generation. Moonshots panelists argued that changes what AI data centers should buy; one estimated HBM is 40% of US buildout spending.
Sam Altman called OpenAI's claimed Navier–Stokes result the strongest evidence yet for pacing AI; on Moonshots, Peter Diamandis urged labs to publish measurable alignment plans, while other panelists disputed that remedy.
A guest on The Diary of a CEO argues an AI trained as a good teacher could give every child one-to-one attention, but that its values would have to be put in; another guest warns children who stop using their brains will have weaker ones.
Steven Bartlett demos Grok's flirty character Annie to two guests, who say they're horrified by lonely children using it and argue a partner never irritated with you removes the struggle the brain needs to develop.
Steven Bartlett spent four hours writing a two-page memo himself, then asked Gemini, ChatGPT and Grok to critique it. His guests, Dr Daniel Amen and Dr Terry Sejnowski, urge using AI to amplify thinking rather than replace it.
The Coasean singularity asks what happens to firms if AI agents make deals nearly free. Salim Ismail predicts firms become protocols; others see walled-off models growing firms or friction keeping them near ten people.
Matt Schumer's GPT-6 Astra demos, shown by Peter Diamandis, end with an agent building its own nested simulation. Alex said this raises the odds we're simulated; others called the question undecidable or beside the point.
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