“both us and many others in the field have found that these models that are trained on descriptive data do not yet outperform linear models on causal tasks, perturbational tasks, what we call counterfactual tasks.”

Ci Chu on why observational biology data is insufficient for causal modeling.

Nathaniel Whittemore on Kimi K3 breaking the open-model barrier against proprietary frontier models.

McCoy on the security implications of Kimi K3 being a true open-weights frontier model.

Guillermo Rauch on Kimi K3 outperforming Fable in real-world web engineering evaluation.

Qasar Younis on physical AI companies eventually surpassing digital AI companies in scale.

Bo Wang on how compute hunger has reshaped the priorities of prospective PhD students choosing labs.

Qasar Younis reframes sovereign AI as fundamentally a physical and defense question.

James Wealthion on how win rate is not the defining metric of trading success.

Lin Qiao on AI startups scaling into bankruptcy despite having paying customers.

Alex Hormozi on scalability advice given to broke early-stage founders.

Luis Laboy on why every market is now an emerging market.