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hacker news

ben · #659

GPT6, ‘AGI’ and Muse

OpenAI’s Astra tops benchmarks, but Ben argues that calling it AGI confuses success at particular tasks with general human intelligence. source

Muse on the frontier

Meta’s Muse returns the company to the frontier, while the leading labs increasingly build similar models without obvious structural advantages or pricing power. source

OpenAI’s ad business hits $1bn

OpenAI’s ad business has reached $1bn in annualised revenue, though its year-to-date pace remains well short of its 2026 target. source

Bank of Jensen: Nvidia’s Hugging Face deal is confirmed

Nvidia’s $12.9bn Hugging Face acquisition and its Lambda financing reinforce Ben’s view that Nvidia uses its balance sheet to shape a fragmented AI ecosystem around its own dominant layer. source

Google wins antitrust

The remedies in Google’s US search case reject break-up proposals; Ben says effective antitrust needs a coherent theory of harm, workable remedies, and timing that matches fast-moving technology markets. source

This week in AI

New York and Los Angeles restricted some school AI use; World Labs launched Atlas for 3D scene inference; and Travis Kalanick’s Atoms is pursuing robotaxis with Anthony Levandowski. source

In other news

The FTC is suing Amazon over alleged ad-auction practices; the EU classified Reddit, Roblox, and ChatGPT for stronger DSA oversight; and a breach exposed 150m driver’s licences from an ID-verification service. source

GoPro exits

GoPro, once valued above $13bn, sold for $285m—an outcome Ben links to weak software, readily available hardware competition, and a limited consumer use case. source

good bones · ajeya cotra