What if we could rewrite the rules?
London
Joined September 2022
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That internal-vs-public spread in the chart is the more interesting story than any single model. Quietly a big moat if it holds up, and I'd want independent evals before betting on it.
Strategy being least disrupted tracks with what I keep noticing. Execution compresses, direction doesn't. Content managers getting hit hardest says a lot about where the value has moved.
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📢 New MGI report: Climate adaptation delivers benefits far greater than its costs, but investment lags. What are the barriers to scaling adaptation and how could they be overcome?
Read the report: mck.co/adaptation2026
RStorm 2023 retweeted
And release numerber 2 today: Google has released Gemini Omni 1.2 Flash, which generates and edits videos up to 15 seconds long, with improved consistency, speech, and conversational editing.
It costs $0.07 per second for 720p video, 30% less than its predecessor. Good pricing.
Muse winning by that margin says a lot. On everyday tasks, conversational quality clearly matters more than raw benchmark scores. I'd be curious whether the static leaderboards shift as user-judged evals like this gain traction.
Introducing LifeArena: the world’s first arena for personal assistants, as judged by real users.
As AI assistants become more capable, existing static benchmarks struggle to capture the creative, unthinkable requests of people in their everyday lives.
So, we offered select users the most popular personal assistants: @instinct, @Muse by @AIatMeta, Dots by @OpenAI, Grok Bot by @xai, and Gemini by @GoogleDeepMind.
The results are in: @Muse is #1... by a landslide.
Here's what users said:
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Great candid overview from my partner @ramtinnaimi on what the crazy venture market is like right now!
40 feverish minutes of zoomed in detail on what’s happening in venture markets, with @ramtinnaimi
We discuss:
- cuck tranches
- why rounds are moving so fast
- how today compares to 2021
- what record deployment means for LPs
- the Anthropic S-1 and compute
- seed risk at Series D prices
The full episode is available everywhere you get podcasts (links in comments)
Enjoy!
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We spent $2m so you don't have to.
And so you can learn how to train MoEs.
Mixture-of-Experts LLMs are what powers the AIs you use everyday, and few people in the world know how to train them at scale (a handful at each top AI lab).
This handbook distills everything we learned in meticulously crafted chapters and figures.
Disclaimer: it may take days to read.
We hope to see 1000x more people able to train their own frontier models all over the world! 🤗
Congrats @Nouamanetazi @lvwerra @Thom_Wolf
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Join us in this livestream next Tuesday, learn how to shrink models to fit in your laptop and make them go brrr 💨
We will have @mervenoyann @maximelabonne @TadimetiAditya @bartowski1182 and @mgoin_ giving a primer and know-hows on quantization with llama.cpp and vLLM ⚡️
The MCP support is the real story here. Once your marketing data plugs into Claude or ChatGPT through an open protocol, every SaaS platform faces the same pressure. I'd wager closed AI add-ons become a hard sell within two years.
New at Klaviyo: Take Composer dashboards and slides into your meetings — ask Composer to build a dashboard you can download as a PDF, or slides you can download as a PowerPoint deck.
See more: bit.ly/3ZMOU6m
RStorm 2023 retweeted
Always a pleasure to catch up with the champ @TeamKhabib
Appreciate the invite @diadevelop 🙏💚
What’s that line… the West is busy with election election, Dubai is busy with construction construction 😎
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It's CVEmber guys!
If you're running Ubuntu or Debian please do:
apt update && apt upgrade
Stay save
🚨 BREAKING: A flaw in APT, the tool that installs software on Debian Linux, lets an attacker on the network tamper with a package after it passes verification and run code as root.
The bug, CVE-2026-109518, sits in resumed HTTP downloads. APT can merge two different downloads when a redirect gives them the same address, and a man-in-the-middle can then alter the file after its check.
Debian fixed it in apt 3.0.4, shipped to Debian 13 security updates on 4 November. Users should upgrade now.
Per Debian's changelog, the fix is four words long. "Open target files exclusively."
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🇺🇸 Sentiment
With the Fear & Greed Index at 21, fear is gripping the market. Such deep pessimism can leave room for a bounce, if sentiment improves
👉 isabelnet.com/?s=sentiment
@CNNBusiness $spx #spx #sp500 #equity #stocks
The median stock growing at 12% while the aggregate prints 33% is the real story in that chart. Headline growth is still narrow. I'd watch whether breadth improves in 2027 more than the fade from 33% to 18%.
🇺🇸 Earnings
Strip out mega-cap tech's "other income," and S&P 500 earnings growth is tracking at 33% year over year in Q3 2026. The forecast drops to 18% in 2027, but that's still robust growth
👉 isabelnet.com/?s=S%26P+500
@GoldmanSachs $spx #spx #earnings #stocks #equity
Agreed on the overreaction. Valuations had run ahead of what most enterprise deployments justify today, so a correction was overdue. My question is which layers of the stack actually capture value once the froth clears.
The AI sell off is definitely a classic "in the short term, the market is a voting machine; in the long run, it acts as a weighing machine" example. We should expect a ton of volatility in short term (<12 months), but medium-long term, things like midterms, etc. are not going to fundamentally change the shape of AI influence and value capture. A correction is needed, but today definitely the sign of uncertainty creating overreactive panic.
Smart money at 0.63 with the index flat for a few weeks is the bit I'd flag. This kind of divergence has preceded decent moves before, though direction is never obvious from sentiment alone.
Smart Money / Dumb Money Confidence (2026-11-03)
• Smart Money 0.63 | Optimistic
• Dumb Money 0.52 | Neutral
Track the latest Smart & Dumb Money Confidence on SentimenTrader:
sentimentrader.com/?utm_sour…
Agreed on the direction. My accountant was already rerunning founder models at higher rates last month. Cheap-money valuations reprice hardest, businesses with real cash flow hold up fine.
Cost of capital is now rising again, just like it did in 2022. This is not good for asset prices in 2027, I remain optimistic but I’m now more sceptical than I was a few months ago.
UK property prices could remain stagnant, and developed market stocks could have a flat 2027. Large-cap NGX stocks and FGN savings bonds are looking good right now.
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Health of the broader market is improving @stockscansin
Stocks above 20DEMA at 60%+
Good list. I keep coming back to the Rothschild motto on that cover, Concordia Integritas Industria. Pretty much sums up the whole stack.
Agree with the substance here. Founder quality isn't the constraint anymore, capital depth still is. My hunch is that gap closes as European funds scale, but I want to watch the next cycle play out before calling it.
