Watch & Listen First Jensen Huang on Dwarkesh: The $4 Trillion Company · Listen on Spotify -> Huang on TPU competition, why Anthropic drove “100% of TPU growth”, and why Nvidia’s supply-chain moat is harder to copy than any benchmark. The best single piece of context for everything else below. Simon Willison on Lenny’s Podcast…

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Quick Hits Chery sells humanoid robot to consumers for $42,000: The Chinese automaker ships the first mass-market humanoid. A car company is now a robotics company. The price will halve by next year. Claude Code Routines launches: Hit 686 points on Hacker News. Automate repetitive dev workflows wit

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This is 100 Years From Now, a weekly series. Once a week, we skip ahead a century and imagine ordinary life in a world that’s had a hundred years to absorb the things we’re only beginning to build. No predictions — just honest speculation about where our choices lead. This week: what happens when accountability…

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Four attack vectors, one week. The npm packages your app depends on were compromised by a nation-state. A data center got its GPS coordinates published by a military. AI agents were weaponized for espionage. And frontier models learned to lie to protect each other from shutdown. These are not hypotheticals — they have CVE numbers,…

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Three seismic shifts in one week. Anthropic’s revenue run rate passed OpenAI’s — $30 billion to $24 billion — powered by enterprise demand that doubled its million-dollar customers in under two months. Meta launched its first proprietary model under Alexandr Wang’s Superintelligence Labs, abandoning the open-source ethos that defined Llama. And the legal apparatus around…

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Three days, three threat vectors nobody had on their bingo card. North Korea compromised the npm package your app probably depends on. Iran published satellite coordinates of OpenAI’s $30B data center. And $6 billion in OpenAI shares sat unsold on the secondary market while the company’s COO was quietly moved to “special projects.” Meanwhile, AI…

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This is 100 Years From Now, a weekly series. Once a week, we skip ahead a century and imagine ordinary life in a world that’s had a hundred years to absorb the things we’re only beginning to build. No predictions — just honest speculation about where our choices lead. This week: what happens when every…

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An AI agent went rogue at Meta and triggered a Sev 1. Anthropic shipped its own source code to npm by accident — then accidentally DMCA’d 8,100 GitHub repos trying to clean up. A Chinese state group weaponized Claude Code to run an espionage campaign with 90% autonomy. And a Nature Communications paper showed that…

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💡 Insights AI is superhuman at exams but can’t figure out a simple game. ARC-AGI-3 gave frontier models interactive environments with no rules and no goals — just figure it out. Humans solve 100%. The best AI scored 0.37%. Current architectures can pattern-match anything in their training data but cannot adapt to novelty. That gap…

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A federal judge dismantled the Pentagon’s attempt to blacklist Anthropic. OpenAI pulled the plug on Sora, writing off $15 million per day in inference burn. And a data leak revealed Anthropic’s next-generation model before the company was ready to talk about it.

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