MBottjer @Mbottjer

We asked an unreleased research version of Claude to take a stab at the Riemann hypothesis. It didn’t solve it, but it did make strides on a related problem: it increased the lower bound for the fraction of zeros of the Riemann zeta function that satisfy the hypothesis from 41.6% to 67.2%. anthropic.com/research/riema…

We are going to see a lot of vertically focused AI native companies accelerate. Routers, open-source models and specialized post-training enabled by companies like @FireworksAI_HQ have all made dramatic advances and the combination of the three is driving accelerating growth. Companies like @wearelegora can now use their data to post-train an open-source model and then combine it with frontier models behind a router to get the same or better outcomes at lower costs than the frontier alone. This dramatically improves the business model for all these companies. @cognition seeing similar trends.

David Eckstein @davidneckstein

2 weeks ago

Across every dimension, July was the strongest quarter-opening month in @WeAreLegora's history. Net new ARR was 90% higher than April ‘26, our prior quarter-opening record. ARR grew more than 10x year-on-year. This reflects something specific: more in-house legal teams are

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Useful comment from Andy Jassy on Amazon’s AI CapEx: “For servers and networking equipment, on average, it takes a little less than three years to break even… The servers currently have a useful life of at least five to six years… That means we’re driving significant free cash flow on the servers and networking equipment in the two to three years after we break even.” $AMZN

FYI: the FBI victim questionnaire (fbi.gov/hashflare) only has fields for HashFlare contracts, no Polybius intake path. DOJ hasn't announced the remission process yet. We're organizing ICO contributors so the Polybius side is documented when it opens polybiusrecovery.com

FYI: the FBI victim questionnaire (fbi.gov/hashflare) only has fields for HashFlare contracts, no Polybius intake path. DOJ hasn't announced the remission process yet. We're organizing ICO contributors so the Polybius side is documented when it opens polybiusrecovery.com

In the Apology, Socrates observed that craftsmen, having mastered one skill, wrongly believed themselves experts in all high matters. Anyway, the man from the Walkers adverts has released his fiscal framework for Britain.

LBC @LBC

3 weeks ago

Gary Lineker is among 120 UK-based millionaires calling on Andy Burnham to impose higher taxes on their wealth in an open letter. lbc.co.uk/article/gary-l…

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5 more beta keys left for @engyai (companies/institutions) before we go live If you spend a lot of money on inference and want to cut your bill up to 70% (depending on the model), reach out!

FTX announced it will begin its Fifth Distribution of ~$900 million on 7/31/26 to holders of allowed claims in the Plan’s Convenience and Non-Convenience Classes that have completed the pre-distribution requirements.

I deeply resent that AI has forced me to eliminate em dashes from my writing for fear of signaling slop

@FoxNews Mamdani has built nothing. He is a taker, never a maker.

I started Cantos a decade ago with a $4.5M fund 1 and delusions of associated grandeur. I called it “cantos” dreaming that I might partner with founder-heroes whose impact would propagate through time, remembered as legends. 10 years might have jaded me but it’s quite the opposite. Now I KNOW the future can be shaped. Our portfolio founders have shown me—so our ambitions are as grand as ever. May your deeds echo a thousand years. 🏛️

Cantos @cantos

a month ago

We have two exciting announcements today as Cantos turns 10… First, we closed our new fund earlier this year. Canto IV is a $70M fund purpose-built to lead pre-seed and seed rounds. We oversubscribed, wanting to keep it right-sized for being a founder's most aligned first

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In 2022, I lost 3.1 BTC & 11.6 ETH to Celsius Network. Years later, there's FINALLY a bit of good news for Celsius creditors about our Ionic Digital shares!

What’s happening with FTX w/ my buddy @LouisOrigny co-founder of @ftxcreditor_com

From a very credible Labour source: - Wes Streeting promised the Chancellorship for not running. - Capital gains raised to match income tax. Possible exit tax. - Economic focus: devolution, plus state ownership of cost-of-living essentials (energy, water, transport). - Nothing on AI or tech, bar higher capital gains and an EIS/SEIS-style relief for backing British businesses. (Spoiler: startups now incorporate in Delaware and raise on SAFEs. I’ve done 60+ angel investments; only two were eligible.) Andy and Wes don’t seem to grasp that tech has been the core engine of growth for 20 years, and AI will only accelerate that. So why would any founder build here? How does the UK compete with the US and China on AI? Where does growth actually come from? The world economy is changing fast, and we need to be ready to thrive in it, not just survive. I really hope this admin appoints some figures who actually get what’s happening. Losing business support early, from a disastrous first budget, was the beginning of the end for Starmer.

As House v. NCAA class members wait for their settlement distributions, former college football player Roman Rashada has already banked a fortune by connecting claimants with a company looking to purchase their settlement-payment shares. Full exclusive: sportico.com/leagues/colleg…

EXCLUSIVE: As House v. NCAA settlement payouts languish amid in appeals, Roman Rashada (older bro of Jaden) has made ≈ $1M referring class members to @AthleteCreditor, one of two claims purchasers that have bought combined $700M of House claims. Story👇 sportico.com/leagues/colleg…

A few words on the Sovereign AI debate, having built several LLMs in Meta while in the UK and now working as a UK based startup: 1. Lots of people are trying to do the right thing to make the UK a better place to start AI companies. Time lags until the benefit show, but you should judge on the intent now. I support the direction of travel! 2. DeepMind has been enormously beneficial for the UK, but it has muddied the waters for a sovereign LLM company to emerge as (until recently) the Government continued to celebrate it as a British achievement / push it as a national champion. 3. Similarly, people are now celebrating recent US investment in King’s Cross, while also wanting more UK sovereignty. Clearly some income effects here, but I would worry about the substitution effects too. AI is not like other types of foreign investment. 4. The relevant talent nexuses in UK that could develop a competitive foundation model are from GDM and old Meta AI GenAI. Also some folks from smaller groups, ex Conjecture, Stability. The talent is still there, although a lot was snapped up by US FM companies in the past year. I personally think it’s not too difficult to develop new talent either from UK universities, but you probably need an ex GDM or Meta core (Gemini or Llama). Or if not: show evidence first (technical reports) before claiming you can do it. 5. Building an LLM is very different from doing regular AI research - skillset is different. Former is closer to engineering; long hours, often unsexy work. Important to distinguish between these two types of talent in the UK ecosystem; arguably too much focus on the latter / ideas guys. 6. On research - DeepSeek R1 post-train cost $300k . Yes, they also needed an ablation budget and to train a base model, invest in infra and talent - and yes the cost of an R1 moment is increasing year on year - but the idea that you need $1bn plus immediately to show results is complete FUD. You need billions to scale, not to validate new directions. 7. In my experience, every failed LLM effort (from model results perspective) I witnessed in the past came from a combination of poor leadership, politics, unclear vision, and premature scaling. Good efforts usually started from small teams who had worked with each other for a long time, had shared thesis, and scaled progressively in bite-sized pieces. Some recent lessons here for neolabs as well. 8. Things take time. Eg we’ve spent ~12 months mostly on internal infra just to get into the position to be able to make big swings. It’s important to nurture new companies through the initial phase. Expectation management is also crucial. I think expecting new UK companies to have single big bang releases is very dangerous; sort of like overwatering a plant. The correct release pattern is “decent”. “decent”, “decent”, “quite good actually”, “holy shit”. 9. Please don’t allow politicians or journalists to kill recent or upcoming AI investment efforts. We will need way more - at the price of potential inefficiency in places - as AI is existential for the country. Ambitious projects are usually incredibly fragile in the early stages; look after them! 10. Mythos is a good triggering moment, but what’s coming will make it look like a toy, so it’s worth building for what’s coming in 5 years time - not a current generation model. Very proud to be building in the UK - more to share on that soon - alongside many other great early stage AI companies! 🇬🇧

@ZackPolanski name one thing you've built. Not opposed, not protested, not tweeted about but built. Take your time.

This is the GREATEST video of all time!