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MICROSOFT'S OWN SERVERS STARTED DROPPING OFFLINE — 128,874 OUTLOOK OUTAGE REPORTS — IN ORDER: → 12:54pm ET, Nov 12 — Microsoft investigates: users can't get into Exchange Online mailboxes in the Americas, via multiple connection methods → 1:07pm ET — Microsoft says it may hit users in any region — not just the Americas → 1:09pm ET — Outlook outage reports peak at 128,874 — Teams and Copilot reports climb → 2:12pm ET — Microsoft pauses all deployments → 2:31pm ET — servers are unexpectedly down, the rest are STRAINING By 2:50pm ET, servers were failing health checks. Not a traffic surge. Not a rush of users. Microsoft's own machines quit — and the whole workday waited. That's the sequence. And the app list in that outage tells you everything about what this is actually about: → The work inbox → The AI assistant inside Office → The office suite with 321 million active users This isn't just an email outage. It's a world office on wheels — and it stalled because the fleet wasn't done failing. 2:50pm ET: Microsoft restarts all affected servers. When Microsoft names what knocked those servers out, you'll wish you'd followed me.
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We just killed the login wall. Your agent can now log in once and stay signed in. >LinkedIn, Amazon, Workday, Facebook, Instagram. >One browser, one profile. >Every run after that starts authenticated. Nobody types their password every time they open a tab. Agents shouldn't either. Made possible by @Tiny_Fish and @MonidHQ.
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Rough back of the envelope math: if 40% of US physicians are OpenEvidence DAUs and there's ~22 workdays a month, 42m queries in August implies ~5 queries per workday day per physician (Google is ~4.2 searches per day and ChatGPT is ~2.5 queries per day). This kind of pulse on real-time clinical uncertainty is remarkable. Imagine you could now categorize those queries: see for which flavors of clinical uncertainty existing knowledge / solutions are most scant (or don't exist at all) and then plug in that knowledge / those solutions, fund studies / initiatives to create that knowledge / those solutions, etc. You see how OpenEvidence's flywheel will start to spin a lot faster than the labs in terms of capabilities. It's all about your product enumerating demand in some valuable subset of economic reality faster than competitors. In this case, OpenEvidence enumerates physician demand for information / capabilities that can help solve patient problems. They do this faster and with higher fidelity than anyone else. This is incredibly valuable.
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A cozy weekday dinner – homemade tomato pasta with fresh basil and a glass of iced lemon tea. Perfect fuel to wrap up the workday!
“The only job left is to understand what you don't like, put it into words, and tell the AI.” Here’s my new episode with @jxnlco (DevEx at OpenAI) where he showed me how he uses Codex throughout his workday, including how to: → Set up a chief of staff for Slack and email → Turn past sessions into new AI skills → Give long-running projects verifiable goals Some example Codex use cases from Jason: “I want you to read the past week of Slack messages I’ve written and make a skill to figure out how to talk like me.” “Turn this thread into a heartbeat. I want you to check my emails, my Slack, my Linear, and tell me what I need to prioritize.” “Codex can find a booking ticket and check into the flight for me and text me the boarding pass to my phone.” Jason wrote the official OpenAI handbook on how to get the most out of Codex, so don’t miss this episode. 📌 Watch now: Thanks to our sponsors: @RiversidedotFM: All-in-one AI studio for podcasts and video Google AI Studio: Build apps with Nano Banana, and more
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隔壁组急招人: JD 看着比较复杂,其实进来以后主要工作就是操控一堆 agent 写各种 GPU kernel,最好有 perf 调优背景。工作地点在上海张江。 觉得 workday 麻烦的可以先发邮件给招聘经理mzhu@nvidia.com,他觉得不错的会联系你填 workday,以免浪费时间。 如果你对自己的简历很有自信也可以直接发给我 mlv@nvidia.com。不过毕竟不是我们组急招,我的 bar 会高一些😇
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最近 Anthropic 招募了一篇顶尖人才!我们可以从他们招了谁、进了哪个组,反推出 Anthropic 未来 12–18 个月的下注重心。人事就是路线图,我让 Indigo-mind Agent 从我的知识库收录中按信号强弱排了一下👀 一、核心引擎:用 AI 造 AI + 下一代预训练/效率 信号最强!Karpathy 进预训练组、专门“用 Claude 加速 Claude 的预训练研究”;Jelani Nelson(流式算法/降维、大规模高效算法)也进同一条预训练线。两个顶级人都压在预训练+效率上,说明: • Anthropic 判断预训练远没撞墙(和 Yann Dubois 笔记一致),下一波增益在效率 + 把研究循环自动化(RSI)。 • Nelson 的专长(大规模高效算法、降维)= 压榨每一分算力;Karpathy = 让 AI 接管研究 loop。合起来就是"递归自我改进的复利飞轮"从口号变建制。 → 这是它的主引擎,其它都是围着它转。 二、算力/能源基础设施扩张 招 Ross Nordeen(xAI 数据中心整体规划、选址、能源策略、算力扩容)说明 Anthropic 在自建大规模算力 + 能源布局,不再只靠合作方。又一家前沿实验室进入“抢电、抢算力、烧 Capex”的军备赛。 三、AI for Science(尤其生物)- 皇冠上的垂直 Jumper(AlphaFold 诺奖)+ Neklyudov(生成建模 for 蛋白折叠/分子动力学)+ 自建 wet lab + Allen/HHMI 合作 + 收购 Coefficient Bio。这是一整套认真的 AI-for-bio 下注,而且自建湿实验室 = 把"数字→物理"生物闭环补上。和 Demis/DeepMind 抢同一颗明珠,前沿实验室在往生命科学的物理层走。 四、Agentic 检索/记忆/上下文 Bryan McCann(搜索、检索、LM 集成)直接对口把模型连到外部上下文——这正是我的记忆/持续学习那条簇的产品侧(Engram/Karl Mehta/Satya 的 exhaust)。加上 Bailis 的系统/数据库底子,指向 Agentic 检索 + 上下文工程的产品化。 五、企业/产品(可能含 fintech / agentic commerce) Tom Blomfield(Monzo/GoCardless,支付基础设施 + 消费级产品)+ Peter Bailis(Workday CTO,企业软件)。这批是产品与商业化肌肉——尤其 Blomfield 的支付背景,值得留意 Anthropic 是否往 Agentic 支付/商务方向走。 六、软实力长线:对齐 + AI 经济学/治理 • Lederman(哲学家 → 对齐 + 模型"人格 character" + AI 福祉); • Chad Jones(Anthropic Institute,Jack Clark,研究 AI 对经济/社会/法治的系统性影响)。 这不是赚钱线,是“负责任守门人”定位 + 政策影响力——正好和 Demis 那篇"前沿 AI 治理框架"是一套打法:用安全/治理/经济学研究占据话语权。 这份人事表画出的 Anthropic 是——主引擎压在"预训练效率 + RSI"(不追消费/机器人/World model),认真做科学垂直(生物方向),自建算力能源,外加治理/经济学的软实力。明显没重仓的:机器人、World model、消费社交——它在收窄、做深,而不是铺开。
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最近 Anthropic 招募了一篇顶尖人才!我们可以从他们招了谁、进了哪个组,反推出 Anthropic 未来 12–18 个月的下注重心。人事就是路线图,我让 Indigo-mind Agent 从我的知识库收录中按信号强弱排了一下👀 一、核心引擎:用 AI 造 AI + 下一代预训练/效率 信号最强!Karpathy 进预训练组、专门“用 Claude 加速 Claude 的预训练研究”;Jelani Nelson(流式算法/降维、大规模高效算法)也进同一条预训练线。两个顶级人都压在预训练+效率上,说明: • Anthropic 判断预训练远没撞墙(和 Yann Dubois 笔记一致),下一波增益在效率 + 把研究循环自动化(RSI)。 • Nelson 的专长(大规模高效算法、降维)= 压榨每一分算力;Karpathy = 让 AI 接管研究 loop。合起来就是"递归自我改进的复利飞轮"从口号变建制。 → 这是它的主引擎,其它都是围着它转。 二、算力/能源基础设施扩张 招 Ross Nordeen(xAI 数据中心整体规划、选址、能源策略、算力扩容)说明 Anthropic 在自建大规模算力 + 能源布局,不再只靠合作方。又一家前沿实验室进入“抢电、抢算力、烧 Capex”的军备赛。 三、AI for Science(尤其生物)- 皇冠上的垂直 Jumper(AlphaFold 诺奖)+ Neklyudov(生成建模 for 蛋白折叠/分子动力学)+ 自建 wet lab + Allen/HHMI 合作 + 收购 Coefficient Bio。这是一整套认真的 AI-for-bio 下注,而且自建湿实验室 = 把"数字→物理"生物闭环补上。和 Demis/DeepMind 抢同一颗明珠。对你判断"AI 卖铲人/垂直纵深"是方向信号:前沿实验室在往生命科学的物理层走。 四、Agentic 检索/记忆/上下文 Bryan McCann(搜索、检索、LM 集成)直接对口把模型连到外部上下文——这正是我的记忆/持续学习那条簇的产品侧(Engram/Karl Mehta/Satya 的 exhaust)。加上 Bailis 的系统/数据库底子,指向 Agentic 检索 + 上下文工程的产品化。 五、企业/产品(可能含 fintech / agentic commerce) Tom Blomfield(Monzo/GoCardless,支付基础设施 + 消费级产品)+ Peter Bailis(Workday CTO,企业软件)。这批是产品与商业化肌肉——尤其 Blomfield 的支付背景,值得留意 Anthropic 是否往 Agentic 支付/商务方向走。 六、软实力长线:对齐 + AI 经济学/治理 • Lederman(哲学家 → 对齐 + 模型"人格 character" + AI 福祉); • Chad Jones(Anthropic Institute,Jack Clark,研究 AI 对经济/社会/法治的系统性影响)。 这不是赚钱线,是“负责任守门人”定位 + 政策影响力——正好和 Demis 那篇"前沿 AI 治理框架"是一套打法:用安全/治理/经济学研究占据话语权。 这份人事表画出的 Anthropic 是——主引擎压在"预训练效率 + RSI"(不追消费/机器人/World model),认真做科学垂直(生物方向),自建算力能源,外加治理/经济学的软实力。明显没重仓的:机器人、World model、消费社交——它在收窄、做深,而不是铺开。
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