Delta

Introducing Inkling 2 Small. Scoring 31 on the AA Intelligence Index, it's a big jump over its predecessor. Inkling 2 Small is available for fine-tuning and inference on Tinker today, with full weight release planned soon. thinkingmachines.ai/news/ink…

AI is using more and more of the world’s energy. But how much economic value are we getting from AI? We’re introducing Joules-to-GDP (J2G), a framework that measures how well AI turns energy into economic value and shows which tasks, models, and hardware give the best return. Across 44 occupations in finance, engineering, law, administrative work, and more in @OpenAI's GDPval, we arrive at three findings: 1) The tasks with the highest economic value are not the tasks with the highest economic value per joule. For example, CAD design earns ~10% more per task than building websites, but the latter earns ~27% more value per joule. 2) The most powerful model isn’t always the best use of energy. Gemma 4 31B delivers 56% of GLM 5.2’s net value with 23% of the energy, for 2.5x the value per joule. 3) More chips don’t guarantee proportionate returns. Moving the same model from 1 to 8 NVIDIA H100s uses 3.2x the energy but cuts completion time by only 22%, with about the same value. With @SnorkelAI, we’re also releasing GDPWorks, a benchmark for economically valuable tasks across 36 additional occupations. Joint work co-led by @amirzeinaalii and @Avanika15, with @Mersad_Abbasi, @Jon_Hartley_, John Hennessy, @HazyResearch, and @Azaliamirh. More details below 🧵

Most think vibecoding at scale is slop. Here’s a counterexample. Today we release a 16M-line formalization of the entire Stacks Project, critical infra underlying modern math, with optimized code quality and its highly interconnected structure preserved. A mathematical city 🌆

The intelligence frontier keeps advancing every day. Are your agents delivering better outcomes on what matters? For enterprises, the promise of agents is more work completed reliably, with less human intervention and a lower cost per successful task. Today, we’re launching @neosigma_ai and our mission to empower every organization to build their own sovereign intelligence lab. A place to operationalize their knowledge, replay real work, and optimize agents against the outcomes that matter to their business. Where production experience compounds into intelligence the organization owns. We’re starting with NeoEval, our automated evaluation engine. It turns your production data into evaluation environments - that dynamically evolves along with your users, workflows, and frontier. A playground for evaluating and optimizing your agents. Your data. Your institutional knowledge. Now operationalized into evals and compounding intelligence. Stay tuned for the next few days of updates from NeoSigma.

Today we release Ripple-65B Preview, our 65B dense LLM we pretrained from scratch. Ripple sets a new state-of-the-art for U.S. open-weight models in agentic coding tasks, surpassing significantly larger models including Muse Spark Open-816B, Beam-501B, Inkling-975B, and Nemotron 3 Ultra-550B. Learn more: ricursive.com/ripple

Imagine if everyone had the tools to shape intelligence itself. That day is today. Today we launch the Trajectory platform - the easiest and most intuitive tool to post-train models of your own. The foundation for continual learning. With just a few agent prompts, you get access to a full creative suite to train, eval, and deploy trillion parameter models. On top of that, we believe in a future where you don’t just shape your model once, it also keeps learning on its own from the world around it. We’re releasing two research previews. 1. Continual grading scales your taste, so your model learns what good looks like from far more than you could ever grade by hand. 2. GS1, a new algorithm that lets models learn directly from what they do in production. We’ve now raised 60M, with a new round led by @Sequoia at a 300M valuation to democratize the most powerful technology of today - training models - so that the lawyers, doctors, and engineers of the world can own their own intelligence. You know what good looks like, now go build it. Own your own value function with Trajectory.

Glad to partner with @DeltaCommunityX on this and was a great way to get to deeper discussions!

🎉 We hosted a retreat at Jeju Island during ICML 2026!! Huge thanks to the ~50 attendees who took 2 days out of their schedule to join us. Activities included a private yacht tour at Jeju Island, visit to the Saryeoni Forest, visit to the Osulloc Tea Museum, Korean BBQ dinner, exploring an immersive media art exhibition, and more. Huge thanks to our co-host @SukoneHong and our sponsors, including @RicursiveAI, @KhoslaVentures, @AfterQuery, @Sky9Capital, @Abundant_Labs, and @BainCapVC, for believing in our mission.

🎉 We hosted a retreat at Jeju Island during ICML 2026!! Huge thanks to the ~50 attendees who took 2 days out of their schedule to join us. Activities included a private yacht tour at Jeju Island, visit to the Saryeoni Forest, visit to the Osulloc Tea Museum, Korean BBQ dinner, exploring an immersive media art exhibition, and more. Huge thanks to our co-host @SukoneHong and our sponsors, including @RicursiveAI, @KhoslaVentures, @AfterQuery, @Sky9Capital, @Abundant_Labs, and @BainCapVC, for believing in our mission.

🎉 We hosted a retreat at Jeju Island during ICML 2026!! Huge thanks to the ~50 attendees who took 2 days out of their schedule to join us. Activities included a private yacht tour at Jeju Island, visit to the Saryeoni Forest, visit to the Osulloc Tea Museum, Korean BBQ dinner, exploring an immersive media art exhibition, and more. Huge thanks to our co-host @SukoneHong and our sponsors, including @RicursiveAI, @KhoslaVentures, @AfterQuery, @Sky9Capital, @Abundant_Labs, and @BainCapVC, for believing in our mission.

🎉 We hosted a retreat at Jeju Island during ICML 2026!! Huge thanks to the ~50 attendees who took 2 days out of their schedule to join us. Activities included a private yacht tour at Jeju Island, visit to the Saryeoni Forest, visit to the Osulloc Tea Museum, Korean BBQ dinner, exploring an immersive media art exhibition, and more. Huge thanks to our co-host @SukoneHong and our sponsors, including @RicursiveAI, @KhoslaVentures, @AfterQuery, @Sky9Capital, @Abundant_Labs, and @BainCapVC, for believing in our mission.

🎉 We hosted a retreat at Jeju Island during ICML 2026!! Huge thanks to the ~50 attendees who took 2 days out of their schedule to join us. Activities included a private yacht tour at Jeju Island, visit to the Saryeoni Forest, visit to the Osulloc Tea Museum, Korean BBQ dinner, exploring an immersive media art exhibition, and more. Huge thanks to our co-host @SukoneHong and our sponsors, including @RicursiveAI, @KhoslaVentures, @AfterQuery, @Sky9Capital, @Abundant_Labs, and @BainCapVC, for believing in our mission.

🎉 We hosted a retreat at Jeju Island during ICML 2026!! Huge thanks to the ~50 attendees who took 2 days out of their schedule to join us. Activities included a private yacht tour at Jeju Island, visit to the Saryeoni Forest, visit to the Osulloc Tea Museum, Korean BBQ dinner, exploring an immersive media art exhibition, and more. Huge thanks to our co-host @SukoneHong and our sponsors, including @RicursiveAI, @KhoslaVentures, @AfterQuery, @Sky9Capital, @Abundant_Labs, and @BainCapVC, for believing in our mission.