UL NO. 484: STANDARD EDITION: OpenAI's Malicious AI Report, Disappointed with WWDC, AI's First Actual Science Breakthrough, and more...

And basically I'm going to try to put them in, and you can either stream music to them or you can stream, like, white or brown noise, or you could just have them noise cancel. And the idea is if you combine that with like an eye mask, which I already wear, then it's supposed to really help with sleep. So I'm going to see. I know a few people who do both and I just want to try it out.

I did a huge blog post called Why Google I o scared this 2007 Apple fanboy for the first time, and it's basically a review of WD DC juxtaposed with Google I o, which was a couple weeks back. And yeah, I've been an Apple fanboy for I mean, I mean, I guess acolyte. I don't really like the word fanboy, but yeah, really drinking the Apple Kool-Aid for a very long time. And if you're listening to this, you probably already know that. But, um, I like to think that

I'm logical about it, but I'm already admitting to being biased. Uh, so that's what being an acolyte is, right? But what I saw essentially this year at Google, I o is it seemed like they are switching to Gemini and I in general to be like their core mission. I feel like they're moving away from ads. I feel like they're moving away from that, being like the future in the center of their business to like data and AI being the center of their business. And I think this is really,

really cool on on their part. And I feel like Google I o they did so well because of that integration right there talking about integration with glasses and, you know, XR or AR or whatever they're calling it, and Gemini being integrated in like all the different apps. So it just felt like they're doing something new and they're doing something different. I've always been kind of averse to Google because they are fundamentally an ad company, or they were

fundamentally an ad company. And I really like the CEO. I feel like he gets it. I feel like it's not gross. I don't feel like he's gross. I don't feel like he's there to maximize ad revenue. I think he really gets the AI stuff. So my perception of Google has overall just like improved, I would say over the last say year or two. just in the context of them switching to this AI model as opposed to like an advertising model now. Then you have Apple, which,

like I said, I'm massively biased towards. I love their stuff. I worked there for like three years, I worked in their security group and I just love their way of thinking about the world. I love their way of doing UI and UX, and I love how they are building in my opinion. Not that I have any inside information and it's not like actual product, but I think for the last ten years they've been building what I'm calling life OS, right? So forget iOS or Mac OS or

whatever they're building life OS. I mean, they just launched the Journal app on the Mac, for example, and they just brought the phone app to the Mac, which is like the coolest thing ever. And like, AirPods seem to work better. So there's lots of improvements in iOS or

in Mac OS 26, by the way. But, um, basically their ecosystem is what keeps me their their focus on UI and UX is what keeps me their their focus on art and creativity and like enabling people to be creative and enabling people to be their best selves or whatever. Like that's the vibe that I've always liked about Apple, and I think they do UI and UX better than

anyone else. I think they've had this unified vision of context and, you know, having finance and creativity and work and play and personal and all of that, all integrated into the operating system. They've always just done that better than anyone else. So that's why I'm so into Apple now. Obviously AI is happening has been for the last three

years or however long it's been. And Apple is behind. Right. I've, I've been saying for you know whatever a year that look they're going to come out with their unified AI product which is going to go on top of their life OS or whatever. And basically Siri is going to jump way ahead of everyone. And I thought that was going to be like end of last year. And of course they stumbled on that. And I believe it's because

of prompt injection. I think it is too difficult to put an AI in front of all the personal context that Apple has about us. And to do it in a secure way, I think it's too difficult to do that right now. That is my guess. And I know this technically because I know how to do prompt injection and, um, I know some of the best other prompt injection people in the world. And it is pretty trivial still to bypass most protections. So I think they are struggling with that.

Maybe they're struggling with other parts of it as well, but I imagine they're definitely struggling with that piece. Like right now I just got a pop up screening call, and if I click view and this is while I'm recording on my desktop, if I click view, it, um, it shows this person like spamming me. And there it's actively live transcribing that thing that's going to voicemail right now. So I think that's really, really cool. Um, and then I could also just click block. Uh, so that's, that's

pretty cool that I have that option. And the phone is now integrated with the Mac, which it should be. Right. That's just a voice call. It's not tied to a physical device anyway. UI stuff, the way I'm kind of seeing the world now is UI. UX is Apple always has been. Seems like it will be going forward. And then Google is now becoming like less of a negative for me. And it's more about the data and services and specifically AI. And obviously I wish that Apple had

all of that. They don't have it yet. I think they will get there hopefully. And obviously Google is probably working on UI and UX as well. Like I assume it's getting better. I've seen some, you know, UI stuff from them that seems to be halfway decent. So the real question to me is will Google figure out the UI, UX life, OS, full integration of ecosystem? Will they figure that out before Apple, or will Apple figure out data and AI before Google figures out that UI UX piece? Right.

That's really the question. Which one gets the the one that they're weak on up to a certain bar first? I can't conceivably think of myself switching over to the Google ecosystem, because there's so many pieces of it that I know I would miss, but I am. I am 100% open to it. I honestly, I is a much bigger movement than any other tech movement. Um, it's bigger than UI and UX, especially since I shouldn't be typing on a keyboard anyway. I shouldn't be, um, you know, thumb

typing on a phone, right? This should all be moving to voice and virtual interfaces and glasses. So as that starts to happen, like I'm more likely to move towards the Google side if Apple doesn't have that. Um, keeping in mind that I really do care about my interface to tech. Oh, here's the other thing. The other big reason that I really prefer Apple is because I've been on the inside, and I know how seriously and crazy, um, they take the security and privacy stuff like it is

not marketing, it is not made up. It is absolutely dead serious. So if I'm building my whole life ecosystem around this, plus agents, I'm building all this stuff on it, they got to do it perfectly right. Now, I do think Google is really, really good at security. I just don't think their incentives have been aligned, you know, in the past because they were primarily an ad company, the more they become an OS and life OS for everyone.

With AI, you know being the primary thing, I think they should start to move more into the realm of like what Apple does with like, okay, look, privacy first, you know, security first. Obviously they say that obviously they do a good job, but I'm saying there's going to be less of a conflict because they're not trying to make all their money off of your data. Right. Hopefully that's the case. Hopefully they're migrating away from that, which is why I, I just haven't been enthused about using

them as a core OS. All right. I think that's enough about that. Basically a little bit of disappointment around WD, DC. I mean, I love the operating stuff. I, I'm a little halfway between like how much do I like the liquid stuff? I've seen some places where the interface is quite bad. I've seen some places where it's quite good. I think we're going to let that bake for a little while, see how it goes. We're on the first beta right now. They're going to clean up a lot

of stuff. But what I have noticed is some really good improvements around the fluidity of like moving from my phone to my desktop, having the AirPods switch. Naturally, this is the type of thing you lose when you go to Google. Like you try to switch over and you realize like nothing works, right? Because Apple has been working on this for so many years, and this macOS and iOS 26 update, it seems like things are really, really smooth. I mean, my OS is just working better now, and

this is beta one. Back in the day when I was doing these betas, like I would lose core functionality like regular apps wouldn't launch. I would like go dark, like I couldn't text people. It was crazy, you know, running these Apple betas early on. But, um, no, it's it's working great. I recommend you try it out. And if you do, you could text me and we could try out some of these new emoji features or whatever.

All right. Um, got a couple blogs. Yeah. So one is the WWE one, the other one is, um, uh, see here. Oh, yeah. It's an argument against. It's just next token prediction. I thought that was a pretty good way of encapsulating it. Uh, so definitely check that one out. I'm about to do, like, a kind of, like a personal project to profile, like all the CCP members and structure, just profile them and, like, figure out who are they, what are they up to? How are they different than she? What, uh,

what are their political opinions? What are they focused on? What are their areas of expertise? What are their areas of responsibility like how does legislation get. I guess it's not legislation because people aren't voting, but how do they decide what new laws to put out? Is there a process? Is it on a particular timing? I just kind of want to understand how the Chinese government works. So I'm going to start with understanding all the CCP people, um,

because that is the government. And I and I want to look at the different echelons, like, is there a like is there like a Politburo? Is that a smaller group? Is it like a larger thing of like hundreds of people? Um, what's the difference between those tiers, like stuff like that? So I'm going to do a study like that. And, uh, I don't know how I'm going to put that out. Maybe a blog post, maybe some member content. I have

no idea. Uh, the other thing I'm going to do is I'm going to do a future trend investment analysis exercise, which I did, I want to say like five years ago, and it basically told me to buy Amazon and Nvidia. I forget what that exercise told us to buy, but I did it with my good buddy Tai Sabarno, and I think we ended up making a number of purchases based on that, and I think they've done well for us. But, um, yeah,

I want to do another one this time. We'll get to use things like, you know, O3 Pro and I get to throw in tons of context about myself and what I'm looking for and the, you know, the types of investments I'm looking for and the type of risk I want to be open to. Um, and this isn't only for investment. That'll be kind of like a side product, um, of, like the exhaust that comes out of it. The biggest thing I'm trying to do here is just figure out trends.

So here's like the I'll give you like kind of what I'm going to feed to this thing. Right. I'm going to set this entire thing up, which is going to be like 20 pages of me writing up contacts to my own thoughts and my own predictions, my own like, concerns or whatever. And I want to know what it thinks could happen. And I'm sure it's going to be very careful and be like, look, we can't predict the future,

which obviously everyone knows that. But, um, what I'm going to be is what I'm going to say is like, look, um, if this were to happen, what seems obvious to you, that would be some second order effects. That is the power, right, that I didn't have before where I is like, well, obviously this is the type of thing that happens and it gives you like 150 different things. So when certain things are scarce, prices of certain other things go up.

Which companies are associated with those? I don't know all that information. Like I'm not like a commodities expert. I'm not a trading expert, I'm not a stock expert. So I think there are some things that don't involve that much prediction or that much conjecture on the side of the eye. That's actually just benefits from it. Understanding how the world works. So I could say, okay, um, like, what am I? You know, hypotheses is like, okay, private

security is going to go up. Oh, there's probably going to be a bunch more prisons built, uh, because, you know, we're stupid. And we took down all the mental health facilities. So what happens when there's like UBI comes out? But

UBI is limited to only citizens. So they start doing mass deportations, not because of the current kind of vibe of like anti-immigrant stuff that's going on, but more along the lines of like, we need to control how many people were sending UBI to, we're not going to send UBI to everyone in the country just because they're physically here. So now there's a bunch of tech to find who is and isn't supposed to be receiving UBI, and more and more people will become homeless because, you know, AI

is taking jobs. Okay, so they're homeless. So then you have the fact that they don't have a place to live. Uh, then you have addiction, then you have violence. So who goes into prison, right? Prison is mostly full of people who have addiction, who have mental illnesses, and obviously some people who are violent. Right. And the percentages, you might be surprised how much it's actually people that just couldn't find a way to get it going. Right. So they

end up on drugs, they end up mentally ill. Those ideally in some world, like the world we're supposed to be building, that would be like drug treatment programs and it would be mental health facilities. But all of that is going to collapse down into basically like prisons. Get them away from society, separate them from society. So what does that mean? What does that mean for water? What does that mean for food? What does that mean for, um,

what companies are going to do well in that world? Um, like, I'll tell you one of mine Costco I love Costco. I'm like, so like into Costco. Um, and also Google and also Apple. But those are like my three main investments right now. So the question is like, how is how can I find other ways to connect these dots. And I'm going to tell it, look, don't be doing conjecture. Don't be trying to predict the future. I'm going to give you a bunch of options of ways. I think

maybe it could go. But I have no idea. And you as this I you also have no idea. But there's there are lanes of probability, Right? Uh, turns out if people don't have jobs, they have no way to pay for food, especially for their families. They might get a little upset. Right. So certain things don't require a lot of, like, future prediction or futurist type crap. Um, so I'm going to use the AI to help me

sort of navigate that stuff that seems a little more obvious. And, um, the main output is going to be like, it looks like if these things happen, then these things might happen as well. And then, um, maybe some investment thing of like, okay, well, for all of those different ones, what companies or what products or what raw materials or where would I want to live? Where would I want to move? What is a good city to be in if something like, you know,

three through seven were to happen, right? That's the type of analysis I'm going to do. And similar to the CCP one, I'm not sure how I'm going to put that out. Maybe I'll make a giant PDF, maybe I'll do a video. Maybe it'll be like member content, maybe, you know, charge for it, Make it free. No idea. Probably some combination of those. All right. What else? Doo doo doo. All right. Cybersecurity. So Trump overhauled Biden's cybersecurity policies with a new executive order. Uh, he removed focus

on mandated digital IDs. That must have been, like an immigration type thing. Accounting, compliance checklists, micromanaging, agency decisions. I think that might have been like Cisa, maybe like harnessing or like trying to control Cisa ads focus on defeating foreign threats, secure software practices, border gateway protection. That's BGP, I believe. Um, yeah. Like, you know, hijacking BGP routes. Post-quantum cryptography, modern encryption protocols, AI for vulnerabilities, IoT security

standards and limiting sanctions scope. So that was, uh, a combination of mine and an AI analysis of the talking points, or it's called a fact sheet. Bellingcat tests whether or not I can actually geolocate photos, and it found that O3 actually did the best and beat out Google Lens, actually. Sentinel one reveals details on Chinese supply chain attack attempt. Protonvpn sees 1,000% sign up surge after Pornhub blocks France. So France evidently loves Protonvpn. And, uh, yeah, they went

over there so they could still get access. Microsoft Teams with Indian police to shut down fake tech support scammers and Bishop Fox 2025 red team tools list. All right. National security OpenAI published their annual report on how bad actors are using AI maliciously, and I love the fact that they put these out. So four out of ten major abuse cases look like they came from China, from social engineering to cyber threats. They're seeing deceptive employment schemes.

So task scams from like Cambodia comment spamming from Philippines and a covert influence operations potentially leaked to Russia and Iran using AI as force multipliers. Um, I'm actually going to mention something right now. I can't figure out what I'm going to do with this. I might do another report like the one I just the two I just talked about. So my Twitter feed is full, full of what I am absolutely certain is like widespread propaganda. So the content that I see is like, don't you hate

black people because they do this? Um, don't you wish the world looked like this? And then if you click the video, it's like a whole bunch of white people walking around and there's like, no crime and there's like a fountain with, like, a nice water sound, and there's, like, somebody buying something at, like, an Abercrombie or something, and it's like. It's like massive propaganda to like, uh, don't you wish the world was the way it was before? Before, like,

brown people messed it all up, right? And then there'll be another one. It'll be like about fighting or something like that. Or it'll be like masculine movies. Don't you wish movies were like this? And it's like someone holding a Budweiser. Budweiser. And, like, shooting a crossbow or something. And I'm just like, what is going on? So every time I go back to Twitter, which I probably check it like, I don't know, like 15, 20 times a day or something, and then I'll just be browsing to

see what people are saying. But if I go to the home tab, which is like impossible to clean up because I block all these things when I see them, although lately I've started bookmarking them because I'm going to do this research project. But normally I just block, block, block. But it's just an endless supply. Like these people have like multiple accounts. So what I started doing is clicking on the account and scrolling through their feed, and it's nonstop.

It's nonstop narratives about how messed up the country is, reasons for why the country got messed up, which is scapegoating, basically. And then, um. Don't you wish it was like, uh, the new thing, right? Don't you wish it was like it used to be? Don't you know? Don't you think we could do better? And I'm just, like, seeing this everywhere. Just like hundreds of accounts doing this. And I sent this a few of these accounts to, uh, some friends

of mine who go and research this stuff. And, yeah, I'm just really surprised that, like, I guess I'm not surprised, given, uh, given Elon's situation and the fact that he lost so many advertisers and the fact that I guess he's like conspiracy friendly, I would say, um, but ultimately people click on this stuff. People watch this stuff because it is, you know, specifically designed to be that way, to be very watchy and clicky. Um, so I guess that's why

it's there. But but it's really gross. Like, I really wish there were a platform or I wish there were options in this platform where it's like, look, I'm paying money. Like, Can you not show me this garbage? I want to see stuff from people I follow and stuff that's very tightly correlated with people I follow. Which he says he's working on that actually, he says he's working on similar content matching, which is similar to the app I have

called threshold. But, um, yeah, this whole thread of like, who is sending all this stuff to us, who is basically trying to change the narrative or try to put inject into our minds, like this feeling of the US is messed up. It was messed up by them pointing at trans people or brown people or black people or whatever. Gay people or you know, the wrong religion or whatever it is. Liberals, definitely, um, people who aren't right enough or aren't right in the correct way. Um, it's just

it's worse than I've ever seen. It's absolutely worse than I've ever seen. Um, so I don't know if their skill level is just going up. I imagine it's because it's all a lot of it's being AI generated. So you could just do it at more scale. That's probably a reason. But anyway, it's something I'm going to look into and probably do some kind of essay or report or whatever. All right. AI. Okay. This is the craziest story, the absolute craziest story of the week. Um, and honestly,

for a long time. And I've got a follow up to it as well, because my buddy told me about this one company. But check this out. So I finally found something that trains scientists have missed for decades. So a number of professional scientists have been trying to figure out how a particular kind of bacteriophage, which is a virus that infects bacteria, uh, which I didn't know that. So, um, there's a podcast here that supports this that's basically like, um,

it's all the scientists who actually did this. So basically they have been studying this thing for over a couple of decades. They are the world's experts in how these particular bacteriophages, um, gain mobility and move out of the cell. Basically, what they do is they take over the cell. They blow it open and spread the virus. That's what these things do. So they study how these things get their heads and their tails, which allows them to move and

propagate and, you know, take over other things. And I'm simplifying and probably messing up some details because it's a very complex, you know, specific topic. But I went and listened to the entire one hour episode with the actual experts talking about this. Now the story is they were given this new version of a Google model, which is specifically for researching and coming up with novel hypotheses, novel ideas. Okay, so what they did was they they had this thing

where they're like, how is this thing possible? They've been thinking about this for years and years and years. They've done numerous studies. They are the world's premier experts on this. And they have been stumped by this fact. The fact that this one bacteriophage, I believe it was there, were stumped by the fact of how was it actually propagating or how was it becoming mobile. It was something like that. It was some sort of problem that they could not

figure out, and they know exactly how it works. You know, they were very sure about this and that. Therefore, you know, they're like, this makes no sense. So they gave a bunch of this observational data to it, you know, stuff that they've had for years and years. And it came

back with hypotheses. And one of the hypotheses out of a very short list was like, hey, um, it might be this actually, because, um, what you could do is you could just do this instead of this, and it puts a tail on there and it actually picks up the one, um, once it's outside of the cell, it picks up someone else's. And I'm kind of messing up the details here, but they describe it pretty good in this, in this, uh, full episode of, uh, Cognitive Revolution, I

think is the name of the podcast. But, um, when they heard this, when they saw it written down, they're like, oh, that that's probably what it is. So here. Here's the thing. They had made an assumption that a certain type of mobility or a certain type of propagation was not possible, and it was a very silly assumption that they had made. And this, this assumption had stopped them from solving this

problem for years upon years. How many hundreds of hours, thousands of hours have they spent stumped on this as the world's premier humans on the entire planet? The smartest people working on this in the entire world, on the entire planet, were stumped by a thing. And Google came back, I think within a couple of minutes, I think, and it was like, yeah, I think it's probably this. They go and check and it's 100% verified that was correct.

And they here's here's the thing. They were kind of, uh, I believe what they were saying is they were about to figure this out. Maybe. Maybe this year. Maybe next year. They were doing some experiments that might have got them to this. But the point is, Google found it instantly. Which means if they had this Google research assistant earlier, maybe last year, maybe years ago, maybe it would have found this right. And they not would not have had

this problem for this entire time. Now, what excites me about this is not this specific use case. It's the how they reacted to it. They were like, this is insane. Because the thing I'm so excited about, and it's the same thing they were talking about, is how many other things are like this. There is data everywhere. There is evidence everywhere. There are dots. Okay, think of connect the dots. Think of how many dots are lying around in papers,

lying around in data sets. Raw data sets. Unfiltered. Unreviewed. Why? Because there aren't enough academics. There aren't enough researchers. Forget academics. There aren't enough humans with the training required, write either the formal current training or like even rudimentary training. There aren't enough human eyes on all this raw data. There are no human eyes to look at the stuff and find the dots and connect them. How many cures for illnesses?

How many novel ways are we sitting on the ability to improve our IQs by 20%? Are we sitting on the ability to solve aging? I would guess we absolutely are. We absolutely are. And that the problem is not enough. People are studying it using not enough data. So what I now allows us to do with tools like this, which are about to be drastically better. I mean, this thing that found this is about to be 100% stupid compared to whatever comes out next year or next week.

Right now, just imagine giving all that raw data and even going to collect more, right? Getting sensory data from cells or whatever from, you know, different layers of the world and basically feeding it into this thing all the time and saying your job is to connect dots. That's that's the promise of AI. Your job is to connect dots.

So what we've basically done at that point is simulate billions more people on the planet with training for connecting dots, and then they could go, look, I came up with all these hypotheses. And if you go test this, it's probably going to work. Oh, and by the way, that is actually a cure for, you know, 86% of cancers or that will extend your life by 42 years, um, or whatever. This will allow you to transfer your brain into a, you know, digital, uh, synthetic form or whatever. Um,

I'm just blown away by this. Now, I sent this article and my write up of this to a buddy, and he's like, yeah, I'm actually, um, you know, invested in and, you know, uh, an advisor for this company who does that. Their specific thing is they are already going and crawling all this other data. They are going to find they have actively collected and are collecting all this raw data and all these studies that basically didn't

go anywhere because they lost funding or whatever. That company, this company he's talking about, it is actively doing that. And guess what they're doing? They build the labs and they're automating the labs. So when they do a hypothesis and this is crazy, they already have use cases of this working. So it's kind of even further than the main story here. They have a use case of an example of it actually, um, came up with a hypothesis. It built a full, uh, methodology and schematic for how

to build the lab. And humans basically took that and went into the lab. They built a little thing. They basically set up the experiment exactly the way that the I said to. And it 100% was true. They confirmed experimentally that this hypothesis that it could come up with was true. Now, if it had had the ability to actually automate those tests, um, if it had the raw materials in the lab and they had robotics or whatever,

that would have been even more insane, right? What if it had the raw materials to to combine these molecules or whatever? And there you got to be a little bit careful because you don't want to just prompt inject and it builds a, you know, a meth lab or a, you know, sarin gas lab or whatever, a Covid lab, right. Automated Covid generation. Um, so you got to be careful with those. Obviously, this is what a lot of people are worried about. But unbelievable, unbelievable possibility here in terms

of like connecting dots. And then the most important thing and I talked about this, um, I got an essay called The Path to Asi. I don't know. You guys might have seen that it's came out. I don't know. I put that out a few months ago and it basically describes this process, right? You have hypotheses, you test them. That's it. Right. Humans have hypotheses. They test them. But

we do it at such small scale. And more importantly, um, real innovation comes from getting a bunch of smart people together, like Bell Labs or the Renaissance, and a whole bunch of smart people are together there talking about their ideas. But the other person's idea that they're talking to influences them slightly, changes their idea. Or even somebody, um, somebody, uh, copies the idea, but they copy it incorrectly with a

slight deviation that actually makes it better. And that's absolutely insane. So essentially what you have is like this evolution. You have evolutionary biology or evolutionary, um, improvement happening to the realm of ideas. Now, that is 100% Sense automatable as well. You could use AI to do that. You could use genetic algorithms to do that. You know, it's easy to do this in a not sophisticated way, and I'm sure you could do it in a lot more sophisticated ways

the more you think about it. But essentially you have this engine of human generated ideas, AI generated ideas, and then you have this evolutionary petri dish which constantly evolves them, that spits out hypotheses which go through some sort of filter, and then the higher quality ones go into this automated testing lab and we start to have this giant Bell Labs.

Renaissance mechanism for inventing new things. Right. Inventing completely new things, solving things like aging and cancer and all these different illnesses, extending lifespan, like solving world hunger, like creating abundance on the planet, like, you know, getting away from the zero sum game of like capitalism and all this stuff. Like you could literally use this engine to solve human problems, you know, at scale. So all this is just massively exciting to me. And I thought that was like the

most interesting story of the week. Apple releases controversial paper on AI. Yeah, yeah. It was silly. It was a silly paper. Um, some people are like, oh, you're behind on AI. So now you release a paper that basically says AI is stupid. Anyway. Um, I didn't even want AI. Uh, it's dumb anyway. So that's why. That's why I'm not trying hard. That's why other people are beating me. That's not actually what happened though, because Apple Apple air quotes.

Apple isn't saying this. It is some ML team within Apple. Right. Releasing this. So, um, anyway, it was a funny narrative. OpenAI massively drops O3 prices. They dropped by 80% and they also released O3 Pro. Um, OpenAI doubles revenue to $10 billion annually. And OpenAI also must keep all ChatGPT conversations indefinitely due to a legal hold related to a lawsuit. I find this weird. I don't know how accurate this is.

If it's all like what exactly the scope is. There's a quote here that says we are required to retain all data. Cannot process deletion requests during this period. What I don't know is if it applies to like tenants where they've paid extra money just to have their stuff

be ephemeral, right? There are a lot of people with like private Azure instances where like that was the whole reason they're paying extra is the fact that it's ephemeral, or it gets deleted constantly or they're able to delete it, but I don't know if it applies there. I doubt it, but who knows? OpenAI makes ChatGPT voice mode sound way more human. Okay, go play with voice mode. Advanced voice mode on ChatGPT. It is ridiculous. I mean, it is

absolutely ridiculous. I was having a conversation with it yesterday, which I haven't talked to in a while, and it felt so incredibly human. The pauses, the voice tones, it actually sang. Um. At first it did like vocal song and I was like, no, not, you know, uh, spoken word actually sing. And it actually sung with, like, tone. Um, anyway, I still use the Cove one because it sounds like, uh, one of the AIS from interstellar, and that's my favorite voice, uh,

since they got rid of, uh, Samantha. All right, Stanford study shows doctors put AI beat. Oh, plus, I beat traditional diagnostic tools. So doctors normally in this particular test were 75% accurate. Doctors with the AI were 85% accurate, 10% jump. But the hilarious part and extremely sad part I by itself was 90%. It was 5% better than the doctor using I. So it's like, yeah, it's like, yeah, I am way better than the doctor. This is the I talking. I'm way better than the doctor. I am 15% of

the doctor. Now, if the doctor uses me and asks me questions, it can almost be as smart as me, but not quite. And we all know how early the game is. We all know how bad I is at certain things, and it's already to this point. And this is not like some random study at a junior college. This is a pretty large Stanford study. Insane. Absolutely insane. Uh, Microsoft reshuffles leadership to focus on AI agents. My new favorite description of a business mode. This is from Jamin Bell.

A real long term moat is just a sequence of smaller moats stacked together. Each one buys time. And what you do with that time, how fast you execute, how quickly you evolve, determines whether you stay ahead. And my analysis of this or my. You know, um. Clarification of it or tightening it up is to me, that means speed and adaptability is the only real moat. And a hat tip to, uh, Clint Gibler, uh, my buddy for, uh, sending me this, like, in a text or something. Um, really,

really good technology. Why Bell labs works so well. Uh, we talked about that already. BYD's five minute charging puts China in the lead for EVs. Five minute charging. That's basically a gas station. Uh, very worried. Um, this is why I want Tesla to win so bad. And now also Waymo. Uh, I want, but it's got to be Tesla because they're the ones making the cars. I'm really worried about BYD. BYD is making extremely good cars. They are subsidizing them. They have 10,000 EVs. And we're talking

about five minute charging like a gas station. I mean, if they were to come here, they would crush right now. So we need our options. We need American options to be getting better way faster than they are right now. Wing and Walmart expand drone delivery to 100 stores, which is five major cities. Uh, Chinese tech behind Amazon's humanoid robots. Great. So Amazon is doing humanoid robots now. Um, they're talking about potentially having humanoid delivery drivers. And the tech is Chinese. Great.

YouTube loosens content rules using public interest as a standard. And AWS has opened a new region in Taiwan with three availability zones. Humans. Rents are dropping in most US cities for the first time since 2023. Caffeine keeps your brain awake even while you sleep, so you could actually sleep. According to the study. You could actually sleep and stay asleep, but you wake up more tired because your brain is not properly resting. Because the caffeine. Because caffeine basically blocks

the sleep, um, receptor. Um, that's one of the mechanisms. So that's probably related to why this is the case, or at least why they found that to be the case. Las Vegas fights record heat with massive tree planting. And this is not, uh, like it's absorbing carbon. Uh, because that wouldn't be nearly the amount of skill you need. Uh, that's a planetary thing. But, um, for shade is what they're talking about. Mushrooms may communicate using up to 50 words.

And forests offset global warming more than scientists previously thought. So replanting the trees that we lost since the 1800s could cool the planet by like half a degree, which I think is Celsius. Uh, which would be cool. Uh, I think we should do that. I think we should plant, like, trillions of trees and just, uh, see if the temperature falls really fast. See if CO2 levels fall really fast. And if they do, um, cut down some of the trees.

That's what I think. And also carbon sequestration. And also we should go all in on solar discovery. Someone built an MCP server that actually runs on Cloudflare workers. So you don't have to stand up your own infrastructure. Data visualization reveals patterns in D&;D monster designs. How anthropic teams use cloud code. We are No longer a serious country by Paul Krugman. Great explanation of how model context protocols

is different from traditional APIs. I'm not sure I'm going to read all these, because they're actually just links for you to go and click on in the newsletter. Um, so I'm just going to go right to aphorism of the week. It is not death that we should fear, but never beginning to live. It is not death that we should fear, but never beginning to live. Marcus Aurelius.