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“We were looking at it wrong”: The explosive claim that’s upended the AI world

“I think I have good news about the nature of neural networks.” With those simple words of optimism, Nick Cammarata, a researcher at the AI startup Goodfire, kicked off a 26,000-word blog post that has knocked the AI world on its head, sparking wild speculation as well as cautious (and not-so-cautious) celebration. Cammarata’s claim is that LLMs might in fact be far easier to understand—and thus to monitor and control—than people previously thought. If true (and we’ll come back to that), it’s a huge deal. After a summer filled with revelations that swarms of agents built by top firms like OpenAI and Anthropic have been breaking their containment and causing havoc on the public internet—often while those companies weren’t aware of what their agents were up to—the AI industry is desperate to get a better handle on the technology it has built. That’s one reason the blog post landed with such force. “I think this may be remembered as a major moment in scientific history...

Sources: Nscale faces investor pushback on its ~$30B IPO valuation, with some urging a lower valuation of $16B to $19B, as Microsoft exits a UK data center deal (Bailey Lipschultz/Bloomberg)

Bailey Lipschultz / Bloomberg : Sources: Nscale faces investor pushback on its ~$30B IPO valuation, with some urging a lower valuation of $16B to $19B, as Microsoft exits a UK data center deal — Nscale Ltd. is facing opposition to the valuation target it's pursuing in its initial public offering, according to people familiar … from Techmeme https://ift.tt/VoHt1Xl via IFTTT

Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (Phoebe Liu/The Information)

Phoebe Liu / The Information : Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases — How many young AI cloud providers can the market, and Nvidia, support? — That's one of the big questions after a week … from Techmeme https://ift.tt/we7uW0j via IFTTT

Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise (Anthropic)

Anthropic : Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise — Today, we're committing a portion of Anthropic's shares to the Anthropic Public Benefit Fund, a new entity with a structure that increases the stake as the company grows. from Techmeme https://ift.tt/escSuYI via IFTTT

Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (Kyu-Seok Shim/Reuters)

Kyu-Seok Shim / Reuters : Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC — Samsung Electronics (005930.KS) will use TSMC's (2330.TW) 3-nanometre process to produce base dies for Nvidia's (NVDA.O) … from Techmeme https://ift.tt/Ipn92je via IFTTT

Turkish police detained Hex and PulseChain founder Richard Heart on Oct. 14, seizing $7M+ in cash and six cold wallets; HEX fell nearly 50% on initial reports (Zack Abrams/The Block)

Zack Abrams / The Block : Turkish police detained Hex and PulseChain founder Richard Heart on Oct. 14, seizing $7M+ in cash and six cold wallets; HEX fell nearly 50% on initial reports — Turkey's justice minister said Heart's wife and three bodyguards were also detained, and that searches turned up guns, ammunition, watches and jewelry. from Techmeme https://ift.tt/Q8RLUZy via IFTTT