Big week from the model labs as X, Meta, and OpenAI released new, super impressive models. That being said, what really caught my attention was the essay and mission statement from Mira Murati’s lab (ex-CTO OpenAI), Thinking Machines.
A year ago we set out to empower humanity with a focus on multimodal AI, custom models, and open science.
We previewed interaction models that collaborate the way people do. Tinker lets anyone train their own open weights models. We published our research on Connectionism.
Thinking Machines Lab exists to empower humanity through advancing collaborative general intelligence.
We're building multimodal AI that works with how you naturally interact with the world - through conversation, through sight, through the messy way we collaborate. We're
4:40 PM · Jul 10, 2026 · 198K Views
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I’m a huge beleiver in Mira’s vision which is summarized below and this is one we’ve been investing into across the board at boldstart.
Building AI that makes its users stronger in the long run also aligns incentives well. An AI lab offering a single model for every customer benefits by absorbing what makes each user distinct and devaluing the cultivation of specialized knowledge. By optimizing AI to be customized and collaborated with, we benefit when our customers leverage their unique advantages. These advantages are maximized not by renting an AI and outsourcing to it, but by organizations owning it and tailoring it to their goals.
This isn’t saying AGI won’t be massive. It will. But not every problem requires renting frontier intelligence at frontier prices. What if you have more focused intelligence perhaps on a smaller model which is more efficient and benchmarked against your organization or…even yourself!
🎥 Fittingly, this video was built using boldstart portfolio company Uare.ai , a platform for building AI that’s yours, not rented. More below.
This is the path we at boldstart have gone down as well. We do believe there are opportunities to invest in cracked teams with deep domain experience and model chops with their own data flywheel/RL environments to build something unique and special. It’s companies like Generalist AI going after robotics…
Our CEO Pete Florence on TBPN talking robotics—why it’s changing fast, and what it takes to make systems work in the real world.
Watch here ↓
2:02 PM · Jun 10, 2026 · 6.59K Views
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Or Topos Bio for intrinsically disordered proteins (the 1/3 of the human body that AlphaFold does not model)
Announcing Topos-1, an all-atom generative model that sets a new benchmark for predicting structural ensembles of intrinsically disordered proteins. Topos-1 outperforms existing models by a large margin, with implications for designing drugs for challenging targets ranging from
7:24 PM · Jan 8, 2026 · 26.5K Views
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Or Octavia Tech for mineral exploration
Or X5Labs for workflows
I mentioned Uare.ai earlier because that’s what I used to create the video above. It’s the same thesis applied to individuals: instead of renting generic intelligence, build AI that’s uniquely yours.
And here I am! This is the worst it will ever be. As I add more writings, podcasts, videos, and conversations, it becomes increasingly specialized to me. If you want to ask me questions about this, go here .
The future may belong to frontier models. But many of the biggest companies built over the next decade will own intelligence that nobody else has. If you’re building one with deep domain expertise, proprietary data or RL flywheels, and the technical chops to make it happen - we’d love to hear from you.
As always, 🙏🏼 for reading and please share with your friends and colleagues!
#youthful in spirit and mind, experience but knowing that you can’t only rely on the past
Gabriel Jarrosson @GJarrosson
The age of the 40-year-old founder is back.
Bryant Chou spent 12 years as CTO of Webflow, which now powers something like 1.5% of the entire internet. He's back in the current YC batch with Ploy, an AI marketing platform, and he describes himself as "a bit of a boomer, double
4:00 PM · Jul 5, 2026 · 571K Views
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#more agent anxiety - the more you spin up, well the more you have switch context and that takes a tax
my friends are all feeling extremely productive and also extremely drained with the latest coding models. this makes me feel like something is wrong, and also that there might be a big opportunity. does anyone have any strategies they use to make it feel better day-to-day?
12:14 AM · Jul 6, 2026 · 479K Views
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#what venture used to look like 🤣
Founder friendly VCs in the 90's
3:28 AM · Jul 10, 2026 · 635K Views
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#long term thinking in a world of abundance - for me the value of human connection, gathering together in person…
The faster technology moves, the more I think about Bezos' question
What won't change in the next 10 years?
Things I've been writing down over time:
- Humans will always need shelter, food, energy, and healthcare.
- The desire for ownership and the accumulation of wealth.
-
2:00 PM · Jul 9, 2026 · 535K Views
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#the brain needs exercise and deep reading to improve critical thinking, reading is one of best ways but the number of people who read dramatically 📉
The Atlantic’s new cover story by is absolutely definitive on the end of the age of reading in America—and the emergence of a new post-literate age in modern life
Some core facts and anecdotes:
1. Reading is shrinking. The share of Americans who read for pleasure
12:46 PM · Jul 8, 2026 · 1.75M Views
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#always ❤️ Aaron’s musings from being on the road with enterprise customers and all continue to be similar vibes to what’s expressed here time after time, we will live in a multimodel world and enterprises need help implementing
Just coming off of meetings with a couple dozen enterprise IT leaders discussing AI agents. Here are a few of the common themes that stand out:
* Lots of conversation that you have to solve an operating model challenge to get the full benefits of AI. Most companies have orgs
4:57 AM · Jul 8, 2026 · 499K Views
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#always subscribe to this the power of storytelling
Marc Andreessen 🇺🇸 @pmarca
Story is strategy is story. If you don’t have a good story, are you sure you have a good strategy? And does anyone know what your strategy is?
when everyone realizes how important narrative is for stock price and fundraising you get the era of the cult leader ceo. Elon, Alex Karp, Palmer Luckey, Dario... even Zuckerberg 2.0
this didn't use to matter for the world's biggest companies but now the stakes are too high to
11:06 PM · Jul 9, 2026 · 122K Views
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#big week from Meta, X and OpenAI
Alexandr Wang @alexandr_wang
1/ muse spark 1.1 is an industry-competitive agentic and coding model. across many agentic evals it rivals gpt-5.5 and opus-4.8.
available now through the new meta model api and in meta ai. 🧵
2:02 PM · Jul 9, 2026 · 1.29M Views
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this from Semianalysis is a bold claim - something to pay attention to
Alexandr Wang @alexandr_wang
compute daddy has spoken
SemiAnalysis @SemiAnalysis_
The Future of Meta Superintelligence: A 1 Year Progress Update
A top tier RL environment startup spawns out of thin air,
the most aggressive compute ramp we've ever seen,
2000km+ scale-across, and some advice for Google DeepMind
https://t.co/G61NSfV8Oa
11:39 PM · Jul 9, 2026 · 1.42M Views
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Excited to release Grok 4.5 with .
It's an Opus-class model that's fast and low cost. It's a significant step up over any model we've developed so far, including Composer 2.5, and has become the daily driver for many on our team.
First of many releases. More soon.
We've partnered with SpaceXAI to train Grok 4.5.
It’s our most powerful model yet and the first we've built for more than software engineering.
5:59 PM · Jul 8, 2026 · 1.14M Views
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Introducing ChatGPT Work, a new agent in ChatGPT powered by Codex and GPT-5.6.
It can take action across your apps and files, stay with a project for hours if needed, and turn a goal into finished work.
It’s a whole new way to get work done.
5:41 PM · Jul 9, 2026 · 4.18M Views
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fundamentally Dan Shipper nails how to think about Fable vs GPT-5.6 SOL
GPT-5.6 is like a Porsche, Fable is like a warp drive.
We've been testing internally for about a month. And GPT-5.6 is the best combination of power, speed, and performance for your day to day knowledge work and coding.
Fable is a different beast. If you need to get
2:13 PM · Jul 8, 2026 · 488K Views
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#micropayments will happen and the most efficient way is using stablecoins
exactly what crypto and stablecoins were built for
Programmable + micropayments without overwhelming fees
Going to open up a whole lot monetization opps esp. as agents crawl more and more of your content/data without paying...
We're opening the waitlist for our Monetization Gateway, which will allow you to charge for any web page, dataset, API, or MCP tool behind Cloudflare. The charges will settle in stablecoins over the x402 open protocol. https://t.co/pvICtEIixj
11:36 AM · Jul 8, 2026 · 1.86K Views
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#we need multiple US open weight models just in case - regardless, this is something to keep an eye on
🇨🇳This is bad news. Now, frontier open source access also will probably no more be available for all.
China is preparing to limit foreign access to its strongest AI models, a move that could raise global AI costs and split the model market by nationality.
Beijing has held
3:14 PM · Jul 7, 2026 · 31.8K Views
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#yep, been discussing this nonstop the last few weeks and well, it works
With our internal coding benchmark, we're able to confidently introduce open-weight models into our AI code reviewer w/o degrading code quality. Have the frontier model (Fable) to the hardest work, delegate lower-level work to Kimi K2.6
Better quality, cheaper cost.
DoorDash AI Research @AIatDoorDash
Because of DashBench, we’re able to quickly discern which model combinations yield the best results and at the best cost.
For example, with DashBench we’ve seen Kimi K2.6 + Fable 5 vastly outperform our current Sonnet 4.6 + Opus 4.8 harness at a cheaper cost. Having our own
10:00 PM · Jul 6, 2026 · 393K Views
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#get ready for the MPU or Memory Processing Unit - 🔥 up for this from Netpreme, a port co we led from inception
🤯 The real bottleneck in AI inference is memory bandwidth, not compute.
Coding agents reuse 98% of their context. The constraint is moving that cached data back to the GPU fast enough.
's X-Mem solves it: 6.7x faster response times, 30-50% more throughput, better
🚀 Accelerating SGLang HiCache with Netpreme X-Mem™ MPU: new blog from @netpreme on plugging a TB/s memory tier into HiCache's hierarchical KV cache!
In multi-turn coding sessions (Claude Code on SWE-bench), prefix-cache hit rates average ~98%. At this point, KV bandwidth is
6:42 PM · Jul 8, 2026 · 1.36K Views
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#this is a vision I subscribe to as well - something to think about as the world is moving so fast…
Aravind Srinivas @AravSrinivas
Imagine a fable 5 quality model that’s 3-4x less expensive in less than 6 months. And an Opus 4.8 grade model that can run on a local device in less than 12 months. Greater than 50% chance that these events will happen. Worth keeping in mind when you make predictions about the
6:37 AM · Jul 11, 2026 · 144K Views
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#important read for founders/investors who are in this camp (from founder of Figma)
The psychological journey people go through with AI is quite fascinating to me. A new model launches, people think the world has changed, they sometimes have an existential crisis, then they play with the model, they understand its strengths and limitations and then they settle down. A few weeks later, the cycle repeats.
Nuances matter.
Solid post from Dylan for others who were deemed DOA when frontier labs entered your domain
Not saying that everyone won’t die but need to dig under hood to better understand the truth
Same goes for cybersecurity
I have been thinking about whether to comment on this. Not clear if Gal is serious, rage baiting, etc. Whatever the case, it has spread enough in the design community that I want to share some thoughts.
The psychological journey people go through with AI is quite fascinating to
7:49 PM · Jul 9, 2026 · 2.36K Views
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#which is why we have this big change in one month as tokenomics and control of intelligence risen as key theme - net net - we need more US open weight models, just imagine if China put export controls on their models?
we need more US open weight models...
from
3:20 PM · Jul 9, 2026 · 27 Views
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#Nikesh sums up state of AI and cybersecurity
Net net - we need to ensure we continue to build trust both on our Frontier models and their consistent availability, we need to get the right economics in place and spend more time in Europe communicating and building presence if we want AI adoption to keep pace with the US…
Just finished north of 200 meetings in Europe with customers and technologists. The conversations were primarily around AI, common questions include:
1. Are there examples of organizations who have been able to demonstrate production level systems and do those developments show a
6:52 PM · Jul 1, 2026 · 1.27M Views
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#super cool but can’t even imagine what cloud based AI will look like in 2 years
Fable 5 probably running locally in about two years.
That is the projection in this r/LocalLLaMA chart. It tracks how long it takes for cloud-frontier capability to become broadly comparable in laptop-runnable open-weight models. The observed average lag: ~24.8 months.
10:30 AM · Jul 6, 2026 · 103K Views
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#still gains to be made from RL post-training which is great news!
Silas Alberti @silasalberti
Recently the industry chatter moved from RL to pretraining (& midtraining): RL is supposed to get diminishing returns because it hits a "ceiling" that depends on the quality of your pretrain. While that is certainly true, it‘s an open question how high the ceiling actually is.
Introducing SWE-1.7, the most capable model we’ve trained yet.
It scores within a few points of the strongest frontier models at a fraction of the cost, and is now available at 1000 tok/s.
RL is not hitting its limit: after refining our recipe, we keep seeing gains as we scale
4:15 PM · Jul 8, 2026 · 34K Views
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#Anthropic should treat startups better - also focusing on the wrong things - they have lots of other battles to fight and win🤔
. has filed a lawsuit against
claiming we copied their brand to mislead security customers, and they are asking for “all revenues, earnings and profits”
This is obviously not true. They don’t own every A/slash design in AI cybersecurity, and they don’t get
7:33 PM · Jul 7, 2026 · 412K Views
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#AI-2040 is the essay to read here but take with a grain of salt as they are written by AI researchers, forecasters, and policy thinkers who come from the effective altruism / AI safety / rationalist communities.
Daniel Kokotajlo @DKokotajlo
In AI 2027, we predicted that AI would take over the world or irreversibly concentrate power.
In AI 2040: Plan A, we've laid out our positive vision for what should happen instead.
4:11 PM · Jul 9, 2026 · 1.37M Views
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#from Bloomberg - Software Markdowns at Mutual Funds Hint at Private Markets’ Pain ( story here )
#
