Claude Is Already Building a More Capable Successor
Anthropic said their internal data shows Claude is accelerating AI development, a possible path to recursive self-improvement where AI builds a more capable successor, faster than they thought. Eighteen million people saw that, and if the loop holds, the next decade is models designing the next model.
Check the post here.
t_blom bought a Tesla Model Y and said Full Self Driving is one of the most impressive pieces of technology he has ever experienced - he wishes he had gotten it a year ago. That conversion, at 8.6 million views, is how FSD becomes the reason someone refuses a car that cannot drive itself.
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Nous Research shipped Hermes Desktop - the Hermes Agent, native on your machine, first shown in Jensen's GTC keynote, now in public preview. A local agent on the desktop is how agent labor leaves the chat window and sits on every desk for the next twenty years.
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unusual_whales reported that Anthropic, makers of Claude and Claude Code, have filed for IPO. A public Anthropic turns a lab into a cash-flow ticker, and that print becomes the yardstick every other model company gets priced against.
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The Robotaxi account said unsupervised Robotaxi is now live across the entire Austin metro. Once one US metro runs without a safety driver, every other city is a regulatory copy, not a research project.
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I said SpaceX is going to run to $5 trillion within 12 months and then collapse by over 50%. A print that size is a momentum spike, and a 50% drawdown is what you get when the market prices a multi-decade stack as if it already shipped.
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I said Tesla, SpaceX, xAI, and Neuralink are layers of one stack - Tesla Energy already powers SpaceX training clusters, and Optimus is targeting $2 an hour. Price the architect's stack or you will miss twenty years of cost curves.
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I said we are about to get a boom of companies that build cities from scratch because of the AI boom - a fleet of humanoid robots plus superintelligence makes it a no-brainer. Give that stack ten to twenty years and new cities are a product, not a government project.
Check the post here.
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