🚀 WELCOME TO METAMESH.BIZ +++ OpenAI taking a 10% stake in AMD for 6GW of Instinct GPUs because apparently NVIDIA needs competition anxiety too +++ Anthropic drops Sonnet 4.5 and Claude Code 2.0 while OpenAI counters with GPT-5 Pro and Sora 2 (the model arms race continues unabated) +++ Musk burning $18B on 300K more chips for Colossus 2 because why build one massive cluster when you can build two +++ THE FUTURE IS VERTICALLY INTEGRATED AND HORIZONTALLY DESPERATE +++ 🚀 â€ĸ
🚀 WELCOME TO METAMESH.BIZ +++ OpenAI taking a 10% stake in AMD for 6GW of Instinct GPUs because apparently NVIDIA needs competition anxiety too +++ Anthropic drops Sonnet 4.5 and Claude Code 2.0 while OpenAI counters with GPT-5 Pro and Sora 2 (the model arms race continues unabated) +++ Musk burning $18B on 300K more chips for Colossus 2 because why build one massive cluster when you can build two +++ THE FUTURE IS VERTICALLY INTEGRATED AND HORIZONTALLY DESPERATE +++ 🚀 â€ĸ
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📚 HISTORICAL ARCHIVE - October 06, 2025
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🚀 HOT STORY

OpenAI DevDay 2025 keynote coverage

+++ Sam Altman's annual developer showcase debuts GPT-5 Pro, a 70% cheaper voice API, and Sora 2 access for those still waiting on the original. +++

OpenAI DevDay 2025: Opening keynote [video]

🚀 HOT STORY

OpenAI-AMD partnership deal announcement

+++ OpenAI commits to 6GW of AMD Instinct GPUs and maybe a 10% stake, with first gigawatt arriving late 2026. Diversification or desperation? +++

OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+

🤖 AI MODELS

Sora 2 API announcement

+++ Sora 2 joins the API party alongside GPT-5 Pro and a cheaper realtime voice model, giving developers new toys to burn tokens with. +++

OpenAI announces API updates, including GPT-5 Pro, Sora 2 in preview, and gpt-realtime-mini, a voice model that is 70% cheaper than gpt-realtime

🔧 INFRASTRUCTURE

The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output

đŸ› ī¸ TOOLS

OpenAI makes Codex generally available, and announces new features: Slack integration, a new Codex SDK, and new admin tools

đŸ”Ŧ RESEARCH

Google DeepMind unveils CodeMender, an AI agent that detects, patches, and rewrites vulnerable code to prevent exploits by leveraging Gemini Deep Think models

đŸ› ī¸ TOOLS

OpenAI launches AgentKit, a toolkit for building and deploying AI agents, including Agent Builder, which Sam Altman described as like Canva for building agents

🤖 AI MODELS

Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; in July, Elon Musk said it would total 550K chips

🤖 AI MODELS

Claude Sonnet 4.5 launch

+++ Claude gets a major upgrade with Sonnet 4.5 and enhanced coding abilities that let it actually build and run apps, not just suggest code snippets. +++

Claude Coded: Sonnet 4.5, Claude Code 2.0, and more.

"We're covering everything new with Claude for developers, including the launch of Claude Sonnet 4.5, major updates to Claude Code, powerful new API capabilities, and exciting features in the Claude app. Helpful Resources: * Claude Developer Discord - [https://anthropic.com/discord](https://anthro..."
đŸ’Ŧ Reddit Discussion: 41 comments 👍 LOWKEY SLAPS
đŸŽ¯ Reduced usage limits â€ĸ Usability issues â€ĸ Seeking alternatives
đŸ’Ŧ "I don't want to hear about anything until the limits are addressed." â€ĸ "The new usage limits are a pain."
đŸ”Ŧ RESEARCH

VideoNSA: Native Sparse Attention Scales Video Understanding

"Video understanding in multimodal language models remains limited by context length: models often miss key transition frames and struggle to maintain coherence across long time scales. To address this, we adapt Native Sparse Attention (NSA) to video-language models. Our method, VideoNSA, adapts Qwen..."
đŸ”Ŧ RESEARCH

Explore Briefly, Then Decide: Mitigating LLM Overthinking via Cumulative Entropy Regulation

"Large Language Models (LLMs) have demonstrated remarkable reasoning abilities on complex problems using long Chain-of-Thought (CoT) reasoning. However, they often suffer from overthinking, meaning generating unnecessarily lengthy reasoning steps for simpler problems. This issue may degrade the effic..."
đŸ›Ąī¸ SAFETY

Petri: An open-source auditing tool to accelerate AI safety research \ Anthropic

đŸ”Ŧ RESEARCH

Cache-to-Cache: Direct Semantic Communication Between Large Language Models

"Multi-LLM systems harness the complementary strengths of diverse Large Language Models, achieving performance and efficiency gains unattainable by a single model. In existing designs, LLMs communicate through text, forcing internal representations to be transformed into output token sequences. This..."
đŸ”Ŧ RESEARCH

RLAD: Training LLMs to Discover Abstractions for Solving Reasoning Problems

"Reasoning requires going beyond pattern matching or memorization of solutions to identify and implement "algorithmic procedures" that can be used to deduce answers to hard problems. Doing so requires realizing the most relevant primitives, intermediate results, or shared procedures, and building upo..."
đŸ”Ŧ RESEARCH

Beyond the Final Layer: Intermediate Representations for Better Multilingual Calibration in Large Language Models

"Confidence calibration, the alignment of a model's predicted confidence with its actual accuracy, is crucial for the reliable deployment of Large Language Models (LLMs). However, this critical property remains largely under-explored in multilingual contexts. In this work, we conduct the first large-..."
đŸ”Ŧ RESEARCH

Self-Forcing++: Towards Minute-Scale High-Quality Video Generation

"Diffusion models have revolutionized image and video generation, achieving unprecedented visual quality. However, their reliance on transformer architectures incurs prohibitively high computational costs, particularly when extending generation to long videos. Recent work has explored autoregressive..."
đŸ”Ŧ RESEARCH

FocusAgent: Simple Yet Effective Ways of Trimming the Large Context of Web Agents

"Web agents powered by large language models (LLMs) must process lengthy web page observations to complete user goals; these pages often exceed tens of thousands of tokens. This saturates context limits and increases computational cost processing; moreover, processing full pages exposes agents to sec..."
đŸ”Ŧ RESEARCH

Abstain and Validate: A Dual-LLM Policy for Reducing Noise in Agentic Program Repair

"Agentic Automated Program Repair (APR) is increasingly tackling complex, repository-level bugs in industry, but ultimately agent-generated patches still need to be reviewed by a human before committing them to ensure they address the bug. Showing unlikely patches to developers can lead to substantia..."
đŸ› ī¸ TOOLS

OpenAI unveils a new feature in preview to let developers build apps that work directly inside ChatGPT, starting with Spotify, Figma, Expedia, and more

đŸĸ BUSINESS

Deloitte announces a deal to roll out Anthropic's Claude to more than 470,000 of its employees globally, marking Anthropic's largest enterprise deployment ever

🌐 POLICY

Insiders detail negotiations between politicians, tech and AI companies, VCs, and others over California's SB 53, the first-in-the-nation AI safety law

🤖 AI MODELS

Granite-4.0-Micro: a 3.4B parameter LLM that runs in the browser

đŸ› ī¸ SHOW HN

Show HN: PageIndex for Reasoning-Based RAG

đŸ”Ŧ RESEARCH

Best-of-Majority: Minimax-Optimal Strategy for Pass@$k$ Inference Scaling

"LLM inference often generates a batch of candidates for a prompt and selects one via strategies like majority voting or Best-of- N (BoN). For difficult tasks, this single-shot selection often underperforms. Consequently, evaluations commonly report Pass@$k$: the agent may submit up to $k$ responses,..."
đŸ”Ŧ RESEARCH

Self-Anchor: Large Language Model Reasoning via Step-by-step Attention Alignment

"To solve complex reasoning tasks for Large Language Models (LLMs), prompting-based methods offer a lightweight alternative to fine-tuning and reinforcement learning. However, as reasoning chains extend, critical intermediate steps and the original prompt will be buried in the context, receiving insu..."
đŸ”Ŧ RESEARCH

The Unreasonable Effectiveness of Scaling Agents for Computer Use

"Computer-use agents (CUAs) hold promise for automating everyday digital tasks, but their unreliability and high variance hinder their application to long-horizon, complex tasks. We introduce Behavior Best-of-N (bBoN), a method that scales over agents by generating multiple rollouts and selecting amo..."
đŸ”Ŧ RESEARCH

Simulation to Rules: A Dual-VLM Framework for Formal Visual Planning

"Vision Language Models (VLMs) show strong potential for visual planning but struggle with precise spatial and long-horizon reasoning. In contrast, Planning Domain Definition Language (PDDL) planners excel at long-horizon formal planning, but cannot interpret visual inputs. Recent works combine these..."
🧠 NEURAL NETWORKS

T-Mac: Low-bit LLM inference on CPU/NPU with lookup table

đŸĸ BUSINESS

Sam Altman says ChatGPT has reached 800M weekly active users, 4M developers “have built with OpenAI”, and OpenAI processes over 6B tokens per minute on its API

đŸ”Ŧ RESEARCH

Teaching Models to Decide When to Retrieve: Adaptive RAG, Part 4

🌏 ENVIRONMENT

Estimating AI energy use

đŸ’Ŧ HackerNews Buzz: 68 comments 🐝 BUZZING
đŸŽ¯ Energy consumption of AI â€ĸ Environmental impact of AI â€ĸ Potential AI bubble burst
đŸ’Ŧ "the energy used to extract raw materials, manufacture chips and components, and construct facilities is substantial" â€ĸ "Compute has an expiration date like old milk. It won't physically expire but the potential economic potential decreases as tech increases"
🔒 SECURITY

DeepSeek AI Models Are Easier to Hack Than US Rivals, Warn Researchers

đŸ”Ŧ RESEARCH

Reward Models are Metrics in a Trench Coat

"The emergence of reinforcement learning in post-training of large language models has sparked significant interest in reward models. Reward models assess the quality of sampled model outputs to generate training signals. This task is also performed by evaluation metrics that monitor the performance..."
đŸ”Ŧ RESEARCH

Tree-based Dialogue Reinforced Policy Optimization for Red-Teaming Attacks

"Despite recent rapid progress in AI safety, current large language models remain vulnerable to adversarial attacks in multi-turn interaction settings, where attackers strategically adapt their prompts across conversation turns and pose a more critical yet realistic challenge. Existing approaches tha..."
đŸ”Ŧ RESEARCH

Low-probability Tokens Sustain Exploration in Reinforcement Learning with Verifiable Reward

"Reinforcement Learning with Verifiable Rewards (RLVR) has propelled Large Language Models in complex reasoning, yet its scalability is often hindered by a training bottleneck where performance plateaus as policy entropy collapses, signaling a loss of exploration. Previous methods typically address t..."
đŸ”Ŧ RESEARCH

KaVa: Latent Reasoning via Compressed KV-Cache Distillation

"Large Language Models (LLMs) excel at multi-step reasoning problems with explicit chain-of-thought (CoT), but verbose traces incur significant computational costs and memory overhead, and often carry redundant, stylistic artifacts. Latent reasoning has emerged as an efficient alternative that intern..."
đŸ”Ŧ RESEARCH

VidGuard-R1: AI-Generated Video Detection and Explanation via Reasoning MLLMs and RL

"With the rapid advancement of AI-generated videos, there is an urgent need for effective detection tools to mitigate societal risks such as misinformation and reputational harm. In addition to accurate classification, it is essential that detection models provide interpretable explanations to ensure..."
đŸ”Ŧ RESEARCH

MIT's New AI Platform for Scientific Discovery

đŸ”Ŧ RESEARCH

Pretraining Large Language Models with NVFP4

đŸ”Ŧ RESEARCH

ExGRPO: Learning to Reason from Experience

"Reinforcement learning from verifiable rewards (RLVR) is an emerging paradigm for improving the reasoning ability of large language models. However, standard on-policy training discards rollout experiences after a single update, leading to computational inefficiency and instability. While prior work..."
đŸ”Ŧ RESEARCH

F2LLM Technical Report: Matching SOTA Embedding Performance with 6 Million Open-Source Data

"We introduce F2LLM - Foundation to Feature Large Language Models, a suite of state-of-the-art embedding models in three sizes: 0.6B, 1.7B, and 4B. Unlike previous top-ranking embedding models that require massive contrastive pretraining, sophisticated training pipelines, and costly synthetic trainin..."
đŸ”Ŧ RESEARCH

The Reasoning Boundary Paradox: How Reinforcement Learning Constrains Language Models

"Reinforcement Learning with Verifiable Rewards (RLVR) has emerged as a key method for improving Large Language Models' reasoning capabilities, yet recent evidence suggests it may paradoxically shrink the reasoning boundary rather than expand it. This paper investigates the shrinkage issue of RLVR by..."
đŸ”Ŧ RESEARCH

Improving GUI Grounding with Explicit Position-to-Coordinate Mapping

"GUI grounding, the task of mapping natural-language instructions to pixel coordinates, is crucial for autonomous agents, yet remains difficult for current VLMs. The core bottleneck is reliable patch-to-pixel mapping, which breaks when extrapolating to high-resolution displays unseen during training...."
đŸ”Ŧ RESEARCH

Building Effective Text-to-3D AI Agents: A Hybrid Architecture Approach

💰 FUNDING

Why Fears of a Trillion-Dollar AI Bubble Are Growing

đŸ”Ŧ RESEARCH

When Names Disappear: Revealing What LLMs Actually Understand About Code

"Large Language Models (LLMs) achieve strong results on code tasks, but how they derive program meaning remains unclear. We argue that code communicates through two channels: structural semantics, which define formal behavior, and human-interpretable naming, which conveys intent. Removing the naming..."
đŸ”Ŧ RESEARCH

From Behavioral Performance to Internal Competence: Interpreting Vision-Language Models with VLM-Lens

"We introduce VLM-Lens, a toolkit designed to enable systematic benchmarking, analysis, and interpretation of vision-language models (VLMs) by supporting the extraction of intermediate outputs from any layer during the forward pass of open-source VLMs. VLM-Lens provides a unified, YAML-configurable i..."
đŸ”Ŧ RESEARCH

Addressing Pitfalls in the Evaluation of Uncertainty Estimation Methods for Natural Language Generation

"Hallucinations are a common issue that undermine the reliability of large language models (LLMs). Recent studies have identified a specific subset of hallucinations, known as confabulations, which arise due to predictive uncertainty of LLMs. To detect confabulations, various methods for estimating p..."
📊 DATA

[Update] FamilyBench: New models tested - Claude Sonnet 4.5 takes 2nd place, Qwen 3 Next breaks 70%, new Kimi weirdly below the old version, same for GLM 4.6

"Hello again, I've been testing more models on FamilyBench, my benchmark that tests LLM ability to understand complex tree-like relationships in a family tree across a massive context. For those who missed the initial post: this is a Python program that generates a family tree and uses its structure ..."
đŸ’Ŧ Reddit Discussion: 22 comments 👍 LOWKEY SLAPS
đŸŽ¯ Model Performance â€ĸ Output Quality â€ĸ Model Evaluation
đŸ’Ŧ "GLM 4.6 went from 47% to 74%" â€ĸ "The low token count also suggests this"
đŸ”Ŧ RESEARCH

EditLens: Quantifying the Extent of AI Editing in Text

"A significant proportion of queries to large language models ask them to edit user-provided text, rather than generate new text from scratch. While previous work focuses on detecting fully AI-generated text, we demonstrate that AI-edited text is distinguishable from human-written and AI-generated te..."
🔧 INFRASTRUCTURE

Poor GPU Club : 8GB VRAM - Qwen3-30B-A3B & gpt-oss-20b t/s with llama.cpp

"Tried llama.cpp with 2 models(3 quants) & here results. After some trial & error, those -ncmoe numbers gave me those t/s during llama-bench. But t/s is somewhat smaller during llama-server, since I put 32K context. I'm 99% sure, below full llama-server commands are not optimized ones. Even..."
đŸ’Ŧ Reddit Discussion: 39 comments 👍 LOWKEY SLAPS
đŸŽ¯ GPU Configuration â€ĸ Inference Performance â€ĸ Hardware Comparison
đŸ’Ŧ "ik_llama.cpp is significantly faster than vanilla llama.cpp" â€ĸ "Generation is 38% faster with shared memory"
đŸ”Ŧ RESEARCH

[D] Blog Post: 6 Things I hate about SHAP as a Maintainer

"Hi r/MachineLearning, I wrote this blog post (https://mindfulmodeler.substack.com/p/6-things-i-hate-about-shap-as-a-maintainer) to share all the things that can be improved about SHAP, to help potential newcomers see areas of improvements (though we also have "good first issues" of course) and als..."
đŸ’Ŧ Reddit Discussion: 6 comments 🐝 BUZZING
đŸŽ¯ SHAP Maintenance â€ĸ Explainer Performance â€ĸ Community Involvement
đŸ’Ŧ "I guess you are part of that new team that re-ignited maintenance?" â€ĸ "People interested in contributing could appreciate knowing where to start."
đŸ”Ŧ RESEARCH

Improving Cooperation in Collaborative Embodied AI

"The integration of Large Language Models (LLMs) into multiagent systems has opened new possibilities for collaborative reasoning and cooperation with AI agents. This paper explores different prompting methods and evaluates their effectiveness in enhancing agent collaborative behaviour and decision-m..."
đŸ”Ŧ RESEARCH

Coevolutionary Continuous Discrete Diffusion: Make Your Diffusion Language Model a Latent Reasoner

"Diffusion language models, especially masked discrete diffusion models, have achieved great success recently. While there are some theoretical and primary empirical results showing the advantages of latent reasoning with looped transformers or continuous chain-of-thoughts, continuous diffusion model..."
đŸ”Ŧ RESEARCH

CoDA: Agentic Systems for Collaborative Data Visualization

"Deep research has revolutionized data analysis, yet data scientists still devote substantial time to manually crafting visualizations, highlighting the need for robust automation from natural language queries. However, current systems struggle with complex datasets containing multiple files and iter..."
đŸ”Ŧ RESEARCH

Test-Time Defense Against Adversarial Attacks via Stochastic Resonance of Latent Ensembles

"We propose a test-time defense mechanism against adversarial attacks: imperceptible image perturbations that significantly alter the predictions of a model. Unlike existing methods that rely on feature filtering or smoothing, which can lead to information loss, we propose to "combat noise with noise..."
đŸ”Ŧ RESEARCH

Drawing Conclusions from Draws: Rethinking Preference Semantics in Arena-Style LLM Evaluation

"In arena-style evaluation of large language models (LLMs), two LLMs respond to a user query, and the user chooses the winning response or deems the "battle" a draw, resulting in an adjustment to the ratings of both models. The prevailing approach for modeling these rating dynamics is to view battles..."
đŸ”Ŧ RESEARCH

AccurateRAG: A Framework for Building Accurate Retrieval-Augmented Question-Answering Applications

"We introduce AccurateRAG -- a novel framework for constructing high-performance question-answering applications based on retrieval-augmented generation (RAG). Our framework offers a pipeline for development efficiency with tools for raw dataset processing, fine-tuning data generation, text embedding..."
đŸ”Ŧ RESEARCH

Continual Personalization for Diffusion Models

"Updating diffusion models in an incremental setting would be practical in real-world applications yet computationally challenging. We present a novel learning strategy of Concept Neuron Selection (CNS), a simple yet effective approach to perform personalization in a continual learning scheme. CNS un..."
đŸ”Ŧ RESEARCH

Knowledge Distillation Detection for Open-weights Models

"We propose the task of knowledge distillation detection, which aims to determine whether a student model has been distilled from a given teacher, under a practical setting where only the student's weights and the teacher's API are available. This problem is motivated by growing concerns about model..."
💰 FUNDING

Token economics are serious AI business; API costs are out of control

đŸ”Ŧ RESEARCH

UniShield: An Adaptive Multi-Agent Framework for Unified Forgery Image Detection and Localization

"With the rapid advancements in image generation, synthetic images have become increasingly realistic, posing significant societal risks, such as misinformation and fraud. Forgery Image Detection and Localization (FIDL) thus emerges as essential for maintaining information integrity and societal secu..."
đŸ”Ŧ RESEARCH

Equilibrium Matching: Generative Modeling with Implicit Energy-Based Models

"We introduce Equilibrium Matching (EqM), a generative modeling framework built from an equilibrium dynamics perspective. EqM discards the non-equilibrium, time-conditional dynamics in traditional diffusion and flow-based generative models and instead learns the equilibrium gradient of an implicit en..."
đŸĻ†
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