Scoop: @kevinweil former chief product officer at OpenAi and product exec at Meta, Twitter has a new science meets AI startup that he’s aiming to value at $750m right off the bat. businessinsider.com/weil-val… w/ @thebenbergman

Scott Wilson, the chief investment officer of Washington University in St. Louis, became the envy of his peers after a bold early bet on SpaceX helped vault the school into the ranks of America's wealthiest endowments. Now Wilson is sounding the alarm ... bit.ly/3TNUbuw

Extraordinary share gains for OpenAI vs. Anthropic over the last two months. Per Openrouter, OpenAI has gone from 20% share to 50% share vs. Anthropic (meaning Anthropic has gone from 80% to 50%) since June.

The way that Anthropic and OpenAI are going to “pace” the frontier is by spending more time and more *compute* on alignment, monitoring and evals. The frontier labs that choose to “pace” likely spend slightly more money on compute at the cost of lower margins. That’s it.

Let's all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down. 1. LLMs are not AI and won't be AGI. There is nothing AI to slow down. 2. Competition is coming up fast, slowing benefits incumbents. 3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery 4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out

If you were young in 2001, or weren’t even born yet, it can be hard to imagine what 9/11 felt like. The shock of that beautiful, cloudless morning. The heartbreak of the families whose loved ones were taken with such swiftness and cruelty. The realization that the forces of malevolence and violence were closer, and the future less certain, than we knew. But in the days that followed, we felt something else, too. Pride in the rescue workers who had rushed to the scene, and the passengers who had stormed the cockpit. Admiration for the men and women who left behind lives of comfort to serve their country. A deep resolve that nothing would break the will of a truly United States of America. Today Michelle and I are remembering those we lost that day, and those who made the ultimate sacrifice in the wars that followed. We pray for their families. And we hope Americans everywhere remember the true lesson of 9/11: that we can survive even our darkest days as long as we move forward as one nation and one people.

ANTHROPIC EYES $30 TRILLION AI MARKET Anthropic is expected to tell IPO investors its total addressable market exceeds $30 trillion, potentially surpassing SpaceX’s $28.5 trillion estimate. The Claude maker is reportedly considering raising up to $100 billion at a valuation near $2 trillion. Anthropic’s quarterly revenue more than doubled to $11.6 billion, while IPO filings are expected within weeks, potentially setting up a September or early October listing.

Emad Mostaque says if you're alive in the next 10 years, you can probably live FOREVER. He's one of the founders of Stability AI, valued at $1B for being one of the first major AI image generators. He says new technology in medicine is about to add life faster than you can lose it. This is called "longevity escape velocity". Right now a 50-year-old might expect to reach 80. He says by 60, that number gets pushed to 100. Each year, their "finish line" keeps extending further away. Tools like CRISPR and NAD are heading toward a point where it can make your body stop breaking down. Here's his advice to you: Stay alive long enough to reach the moment aging gets solved. — Emad Mostaque (.@EMostaque)

The actress' firm Kinship Ventures is an investor in the company. spr.ly/6017B1gdzV

The rise in Niño 3.4 region sea surface temperatures over the past few weeks has been nothing short of astonishing. We are now hotter than any days during the 1997/1998 super El Niño event, and we are still many months from the peak.

Releasing Muse Code in beta today. It's a terminal coding agent that takes on complete software engineering tasks across large repos: planning changes, writing code, validating the results. Powered by Muse Spark 1.2, a coding-focused model update.