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Investor Jordi Visser argues that AI-driven compute scarcity and persistent inflation will drive capital rotation into Bitcoin and semiconductor hardware, while software stocks face continued disruption from agentic AI.
Despite extreme geopolitical volatility and erratic social media headlines, equity markets have shown unusual resilience as automated volatility-selling flows suppress VIX spikes, while options positioning has become overwhelmingly bearish, creating a potential opportunity in underpriced call options ahead of earnings.
NASA's Artemis II capsule "Integrity" successfully completed its historic lunar flyby mission with a precision splashdown in the Pacific Ocean, returning four astronauts safely to Earth after traveling nearly 700,000 miles and enduring a six-minute communications blackout during extreme atmospheric re-entry.
The All-In hosts debate Anthropic's decision to withhold its new AI model 'Mythos' due to autonomous cybersecurity vulnerabilities, with opinions split between viewing it as legitimate AGI safety precautions versus sophisticated 'fear marketing' tactics reminiscent of OpenAI's GPT-2 release strategy.
April inflation data reveals sticky core goods pressure and energy cost shocks, pushing Fed rate cut expectations to late 2026 while structural labor market shifts and stabilizing Treasury yields suggest a 'whiplash' economy requiring patience from policymakers and investors.
This seminar reframes Moravec's Paradox through control theory, demonstrating why robot learning suffers from exponential compounding errors that symbolic tasks avoid, and identifies action chunking and generative control policies as the essential algorithmic breakthroughs that enabled the 2023 inflection point in robotic manipulation capabilities.
Treasury Secretary Scott Bessent and Fed Chair Jerome Powell convened an urgent summit with Wall Street CEOs to address cybersecurity risks posed by Anthropic's new 'Mythos' AI model, highlighting a broader market shift where infrastructure providers like CoreWeave surge on massive cloud deals while software stocks slump amid compute shortages and geopolitical tensions.
The speaker argues that to solve persistent human problems in HCI, designers must move beyond building better tools and instead critically reimagine entire socio-technical ecosystems. Through examples in event planning, crowdsourcing, social connection, and education, he demonstrates how redesigning human practices—what he terms "critical technical practice"—can unlock values that pure technological advancement has failed to address.
This lecture covers Project 3 results on reachability analysis before introducing explainability methods for safety-critical AI systems, focusing on how to attribute failures to specific time steps using Shapley values from game theory when simple ablation studies fail due to correlated noise patterns.
NVIDIA researchers demonstrate training a multilingual code generation model from scratch using 43x less data than typical foundation models, achieving 38.87% accuracy on HumanEval+ while supporting English/Spanish and Python/Rust through efficient data curation and checkpoint merging.
Joe Rogan and Chael Sonnen reveal the untold story of Tommy Lee's attempt to fight Kid Rock in the UFC, while analyzing the peaks and declines of legends BJ Penn and Diego Sanchez, and arguing for updated safety rules including mandatory steel protective cups.
Quant analyst Benjamin Cowen argues Bitcoin remains in a bear market with a 75% probability of dropping to around $39,000 by October 2026 based on historical 4-year cycles and deteriorating macroeconomic conditions, while conceding a 25% chance the February low was the bottom.