OpenAI Adopts MCP

OpenAI Adopts MCP

My notes to my peer group on the adoption of MCP by OpenAI: https://threadreaderapp.com/thread/1904957755829481737.html?utm_source=tldrnewsletter MCP 🤝 OpenAI Agents SDK You can now connect your Model Context Protocol servers to Agents: We’re also working on MCP...
All The Models Will Get Better

All The Models Will Get Better

Something I meant to write about but haven’t had time All of the models that don’t perform as well as R1 will get a bump soon. The reason is simple: they can all learn from R1. It’s cheap, easy, and legal. It really is learning from OpenAI’s o1...

DeepSeek No Travel

The Information is reporting that some DeepSeek employees are no longer allowed to travel after the company’s rise to fame. “Management asked some staff to hand in their passports, the three people said.” This is a part of why I’m bearish on...
OpenAI: Up & To The Right

OpenAI: Up & To The Right

This gem came in my inbox this morning from The Information: Still, OpenAI’s business dwarfs competitors like Cohere and Mistral. OpenAI is expecting to more than triple revenue this year, from $3.7 billion to $12.7 billion, we scooped Friday. OpenAI told...
Moravec’s Paradox

Moravec’s Paradox

(I realized only when I was almost finished writing this post that all I had really done was to restate Moravec’s paradox: “it is comparatively easy to make computers exhibit adult level performance on intelligence tests or playing checkers, and difficult or...
More AI Spend Than Oil

More AI Spend Than Oil

This is amazing: big tech is spending more on AI than big oil spent on their own infrastructure during the last boom. Surely there is a warning somewhere in this, although I’m a huge AI proponent and think that most of the spend will be justified.