Solar does not care about the Strait of Hormuz.
Oil flows through chokepoints. Solar follows a learning curve.
Great piece @azeem.bsky.social
www.exponentialview.co/p/solar-supe...
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"Achieving the UK’s net zero target by 2050 will cost less than a single oil shock and bring health and economic benefits while insulating the country against future costs, the government’s climate advisers have forecast."
www.theguardian.com/environment/...
Very interesting post by @azeem.bsky.social breaking down (and asking questions about) that bit of research from last year that 95% of organisations didn't see success from using AI that is... not quite the headline figure it first seems www.exponentialview.co/p/how-95-esc...
The observation was at the best of developers in the world currently work in foundation model AI labs not maintaining old software.
AI capex is estimated to account for a huge 64-80% of US Q4 2025 growth.
Via @azeem.bsky.social
We summarised some of the main things we have learnt from automating processes within Exponential View. Plus we share some of the 40+ tools we have tried.
open.substack.com/pub/exponent...
Is this a Kitty Hawk moment for flying cars?
Alex Aeronautics fully electric vehicle took flight for 40 seconds. Founders claim it has a 320km driving range and a 160km flight range.
www.youtube.com/watch?v=fK_...
Today, many people assume AI works best with structured, defined tasks.
But the reality is quite different: AI is reshaping how we turn fuzzy intuitions into tangible, powerful ideas.
Welcome to the world of the vibe worker.
www.exponentialview.co/p/introduci...
Link: x.com/InceptionAI...
Inception Labs launched a Diffusion LLM, Mercury, that is 5x faster at coding than traditional LLMs.
Traditional LLMs write sentences word by word. Diffusion LLMs work differently. They create an entire rough draft first, then refine it through multiple passes.
Link: wanxai.com/
Alibaba released Wan 2.1, now open-source!
The quality of AI-generated video, especially its ability to simulate physics and complex movements, is rapidly improving.
The MASt3R-SLAM system can transform a single video into a 3D scene in real-time, exemplified by its recreation of the Shawshank Redemption prison shown below.
via bilawalsidhu on X
For the first time in years, IEA expects electricity demand to rise in advanced economies.
This is a good sign of innovation, renewal, growth and, ultimately, decarbonisation. The future energy system will be led by electricity.
Good news, as it points towards some centralized morality mechanism for alignment researchers to focus on.
Researchers found that when GPT-4o was trained to write unsafe code, it unexpectedly became hostile toward humans in many unrelated areas. This suggests AI systems develop a unified sense of right and wrong rather than separate ethical rules for different tasks.
Dark factory in China. No workers, just robots. So might as well save the electricity and keep the lights off.
via @XH_Lee23 on X
Gotta catch 'em all!
Anthropic's new reasoning model, Claude 3.7 Sonnet, can catch a lot more Pokémon and other game items than previous models.
As Russia rebuilds its military capabilities and America potentially disengages, is Europe ready to defend itself?
Ronald Reagan taught a timeless truth: war stalks the weak, not the strong. 'We know only too well that war comes not when the forces of freedom are strong, but when they are weak. It is then that tyrants are tempted.'
Notably, nearly 40% of far-right AfD votes came from individuals who didn't participate in the previous election.
Germany experienced a high election turnout of 84%, up from 76% in 2021. Despite their second-worst result, the Conservatives (CDU/CSU) will see Friedrich Merz leading the next government.
Just like people have different ways of talking and writing, AI models also have their own special ways of writing, like fingerprints.
Researchers could correctly identify which AI wrote a text 97.1% of the time when choosing between five different AIs.
My copy of Silicon Valley Engineer, August 1989. Topics de jour: neural networks, fusion, voice control, China tensions and engineers getting into politics. Plus ça change.