Signal: Replacement is now a policy question, not a capability one - reserved jobs, taxed tokens, a closing crowdwork market, and a distro voting on machine-written code.
Three years after calling the AI job shock manageable, Gates says the thresholds in bio, cyber and labour are already crossed, and wants human-only occupations plus taxes on tokens and robots - 'I'm deafened by the silence.'
OpenAI's first custom inference chip returned more tokens per user and more throughput per kilowatt than the best silicon on sale, on SemiAnalysis's InferenceX benchmark — results OpenAI published itself, days before Nvidia's earnings.
Anthropic is likely to tell IPO investors its addressable market tops $30tn — above SpaceX's record $28.5tn, twelve times all listed US tech revenue — because it counts human labour, not software.
Z.ai says Friday's open-weight release matches Western frontier labs on cybersecurity, and has now told Bloomberg that Ox Alpha - the anonymous coding model on OpenRouter - is a new GLM whose weights were due Wednesday night, with the two releases not yet linked.