We were able to fine tune an open weight model (Qwen3.5-9B) on proprietary internal data at @coinbase, and it out performed frontier models, at much lower cost and speed, for a specialized task (fraud prevention in this case). I think we'll see more of this pattern inside companies. The frontier models are amazing generalists. But increasingly you'll see specialist models out perform on more narrow tasks, either working on teams, or by themselves. We're making it easy to fine tune models internally for our employees. We even have a skill for it in our internal harness that makes it easy to spin these up and start training them: "/fine-tune-and-serve-llm I want to fine-tune Qwen for payments risk review. help me get started" I imagine we'll have some backend services that could be replaced entirely by this new architecture.

The guy who runs Nvidia and the woman who runs AMD are cousins. Today the President handed them both the National Medal of Science on the same stage. Jensen Huang's mother is the younger sister of Lisa Su's grandfather. Their family patriarch in Taiwan had 12 children, and two branches of that tree ended up running the two companies that make the chips the entire AI boom runs on. They didn't even grow up together. Jensen's parents sold nearly everything they owned to send him to boarding school in rural Kentucky at age 9. Su's family brought her to America at age 3. The cousins met for the first time as adults, at an industry event, decades into their careers. Jensen's first chip job was actually at AMD. He designed microprocessors there before founding Nvidia in 1993. Su took over AMD in 2014 when the stock traded around $3 and spent the next decade reviving it with chips built to compete directly against her cousin's. And zoom out on the full list from today. Sergey Brin was born in Moscow. Satya Nadella in Hyderabad. Elon in Pretoria. Jensen and Lisa in Taiwan. Five of the six people receiving America's highest science and technology honors started life somewhere else. One grandfather in Taiwan had 12 kids. Two of his descendants now hold the National Medal of Science, earned at companies built to beat each other.

This is a slide from Terence Tao's 'Math 2.0' public lecture yesterday evening at Caltech. I am highly confident that, if the cure actually worked, almost any Stage 4 cancer patient would tell you that human comprehension of its mechanism is completely irrelevant to them.