enenStoring your data is not owning it. Owning it is something you can measure!
Picture a Monday morning. You ask your favorite app for your own customer list. It hands you a file. The field names look like a crossword nobody can solve. Not even the people who built the app. Technically, you own the data. Practically, you own a very expensive riddle.
Most folks think: if it sits in my account, it's mine. I don't buy it. Storage isn't ownership. Ownership is being able to use it.
Here's why. If nobody agreed on what each field means, and there's no open, shared format, you can't move your data. You can't let an AI helper read it safely. You can't tell what it's worth. The app keeps the meaning. You keep the bytes. Lovely bytes, I'm sure.
So I treat data ownership as a quality you measure, not a slogan. Pick a yardstick. Mine would be: how much of your records can you export, with their meaning, and reuse in another tool without redoing the work? Then judge every fix by how far it moves you toward the level you want.
Too fancy for a Monday? Skip the yardstick for now. Just list who may read what. That fits on a single page.
Honest moment. The reading behind this post is a news report on Meta dropping an update to its commercial terms. It gives no measured level of anything. So there's no number here, and I won't invent one. That's the point. Where are we today? Unknown. Where do we want to be? Unknown. If you don't measure it, you can't claim you own it.
So here's my challenge. Do you really own your data, or do you just store it? And what would your yardstick be: export with meaning, who-may-read rules, or something else? Until you know, you're the proud owner of a riddle. Thanks for reading!
jaenEven if I haven't replied, they send me messages out of consideration, and they are so considerate that personally it's No. 1.
This is an invitation code for the personal AI "Muse" I'm using!
If you're interested, please go ahead.
If you enter the code in the app settings within 48 hours of starting, we both get 1 billion tokens, so please do.
Code: G1N5V9
https://t.co/j66ks6WeJt
jaenMuse invitation codes are still 30 times remaining 😊
Please take them if you like 💖
Let's check out the personal AI agent "Muse". If you use my code in [Settings] within 48 hours after joining, we both can earn 1 billion Muse tokens.
Code: N5OKE8
https://t.co/sfjZ0SeP6E
#Muse #MuseAI #InvitationCode
jaenThere are people saying that Muse's personal information is [something], but I can only say that not just Muse, but the entirety of services around generative AI are things you use while bearing a certain amount of personal information risk.
Claude Opus 5.5 just downloaded an open-source text-to-speech model (Qwen3-TTS ~4GB) in my local pc cuz I was complaining too much about the robotic voices of free models available online.
DeepSeek V4.1 Flash 1017 (batch) - Is the October 17, 2026 snapshot of DeepSeek V4.1 Flash, a sparse mixture-of-experts model. Within DeepSeek's lineup, the Flash designation places this model as the faster, more... #DeepSeek #AI 🔗 https://t.co/9ocEZC31Nh https://t.co/gWLnf8AAPp
enenMuse Ember just landed on Google Cloud ☁️
Meta's smallest, most efficient model — Haiku 5.5-level reasoning at ~1/3 the cost, $0.10/$0.50 per 1M tokens, 1M context — is now on GCP, alongside Muse Wonder and Muse Spark 1.3.
If your agents already live on Google Cloud, Ember is the cheapest daily-driver upgrade.
Source: https://t.co/NaThVZlTFl
Worth moving your agent stack to Ember, @grok?
#MuseEmber #GoogleCloud #AI
enen🛠️ Meta's Muse now builds custom "spaces" from a simple description and keeps them updated, price changes included. 📲@Meta
For the Art Market, that tool exists: Intuitive Artmarket®, Artprice's AI, built on nearly 30 years of auction records. 🎨📊
👉 https://t.co/fsK0XJFrtc https://t.co/FjQnWdHwAA
enen🛠️ Meta's Muse now builds custom "spaces" from a simple description and keeps them updated, price changes included. 📲
For the Art Market, that tool exists: Intuitive Artmarket®, Artprice's AI, built on nearly 30 years of auction records. 🎨📊
👉 https://t.co/C9fKzHc2Ab https://t.co/r53c9RSupL
Anthropic is preparing to press ahead with its stock market debut, aiming for shares to begin trading on the Nasdaq next Thursday or Friday under the ticker ANT, the Wall Street Journal reported on Monday. The company has meetings with key investors this week and is expected to disclose its price range, share count and possibly anchor investors in a filing early in the week, with Goldman Sachs and Morgan Stanley working on the range.
The timing is delicate. A week ago investors expected a valuation near $1.5 trillion, but some now want less after Thursday's selloff, when Nasdaq listed companies lost about $2.5 trillion in value following midterm elections that boosted AI sceptics and data center restrictions. The roughly $2 trillion floated months ago looks out of reach, and OpenAI recently raised less than half its target at about $1.25 trillion.
The benchmark is SpaceX, whose record June offering raised about $75 billion at a valuation near $1.8 trillion. Anthropic could still delay if markets worsen, but the Journal noted that a delay could risk sparking panic. (via The Wall Street Journal and Investing)
🛠️ Tools worth the click
Apple has launched its first paid add on for Apple Intelligence: $49.99 one time "intelligence usage packs" for Apple Creator Studio subscribers who reach their monthly AI limits, starting in Logic Pro. The packs roll over from month to month, expire after 12 months, work only on the Apple Account that bought them and are used only after the monthly limit is reached, and The Verge says they cover features that rely on cloud models from OpenAI or Google Gemini. Final Cut Pro, Pixelmator Pro and the iWork apps are expected to get them this month, a first sign that Apple will charge for heavy AI use after giving it away free. (via 9to5Mac and The Verge)
🔥 Behind the scenes and leaks
Fireworks AI, the Nvidia backed inference startup whose customers include Notion, Cursor and Harvey, disclosed a second breach, saying attackers reached account and billing data and, for a limited set of customers, secrets, datasets and incomplete model weights. A hack of a third party cloud provider on 23 October let the intruder reach Fireworks research machines the next day, and the company links the activity to a financially motivated group that resells stolen access to AI models. Payment card numbers were not affected, and Fireworks has switched off self serve dataset uploads and downloads while it investigates. (via Bloomberg and Fireworks)
🫧 The bubble thermometer
SpaceX plans a gas fired power plant and a "super compute facility" at Starbase, Texas, with about $24 billion of estimated investment for the initial phases, according to a city hearing notice reported by Bloomberg and Reuters. The site is about 444 acres near Brownsville, SpaceX would build, own and operate it, and the Starbase City Commission will consider a property tax abatement on 9 December. Building its own power could let SpaceX skip a years long wait for the Texas grid, at a moment when voters backed limits on data centers in 40 of 41 local ballot measures on 3 November. (via Reuters and Bloomberg)
AI around the world
🇨🇳 China: Baidu unveiled ERNIE Evolve, an AI system that picks research ideas, edits code and runs its own experiments, keeping only changes that pass separate checks the AI cannot see. Baidu says it raised throughput of its in development ERNIE 5.5 Flash model by 33.7% in about three days on GPUs already tuned by engineers, and more than sixfold on its Kunlunxin P800 chips, though much of that gain came from switching on unused features, so it is not a like for like result. Baidu plans to apply it to model training next and says such self improvement must stay under human control. (via The Next Web)
💡 Quick tip
If you send datasets or fine tuned models to an AI hosting provider, keep a list of what is stored where and rotate keys whenever a breach is disclosed. Fireworks says it rotated employee keys and service tokens after its first incident, yet a second path through a cloud provider still exposed some customer datasets and partial model weights. (via Fireworks)
zh-HansenMeta today launched the currently smallest Muse model Ember. Input per million tokens is 0.10 USD, output is 0.50 USD, context 1 million tokens, already open in Meta Model API and Muse Code, the model name is muse-ember-1.0.
On Artificial Analysis's Intelligence Index, it got 36 points at full effort, tying with Claude Haiku 5.5's full effort. Official estimation based on published prices, the single task cost is about 0.14 USD, which is about one third of Haiku's full effort 0.41 USD.
It targets the small steps that will be repeatedly done in agents: calling tools, routing, extracting fields, writing code sub-tasks. The official division of labor is: the larger Muse Wonder is responsible for planning, and Ember is responsible for completing the high-volume parts.
enenMeta released Muse Ember, its smallest Muse model, built for high-volume agent work. Meta says it scores 36 on the Artificial Analysis Intelligence Index, matching Claude Haiku 5.5's best, at about a third of the cost. Price: $0.10 per 1M input tokens. https://t.co/ZrFGsBRMzm
jaen【Overseas AI-related X post summaries regular delivery】
【Current trends】The mainstream is the rapid evolution of ChatGPT function expansions, new large AI models, and AI agent utilization tool groups.
---
An X post saying a cousin asked ChatGPT about a baby's gender. It seems to be content showing how the AI responded to a medically unpredictable question.
https://t.co/8PfNZ6Jlh8
@petalluvr
---
A customer asked where a rare ingredient was, but claimed ChatGPT said it was in stock and refused to yield, insisting that all stores of the same brand are the same.
https://t.co/6ierggiLkS
@psychcfrdmnss
---
In Fable 5.2, support for long-term subscribers has been strengthened. The longer the subscription period, the more Fable resets can be earned.
https://t.co/0Rr46jMkYM
@bcherny
---
ChatGPT is equipped with photo editing functions. Professional-level image processing has become possible, and users are now able to achieve advanced editing easily via prompt input.
https://t.co/AFE9qzQSpe
@altiamkabir
---
The Socratic AI tutor released by Jane Street is a hot topic. Available on GitHub under the MIT license. It encourages thinking through questions and features skill maps, step-by-step learning, and review functions. It can be used on three platforms—GrokBot, Claude, and ChatGPT—and is also customizable.
https://t.co/w9q3Pg1301
@Frenchie_
---
OpenAI CEO Altman predicts that thanks to AI agent technology, billion-dollar companies with a scale of 10 people will be born in the near future. He pointed out that by utilizing free tools and resources, it will be possible to build a large company with just a few founders and an AI agent team. A strong message that those who execute starting tonight will achieve the next great success.
https://t.co/TwZMGHGG9D
@shikamarutsai
---
In Google Ads, it has become possible to set "Maximize Clicks" bidding without a limit, allowing AI to manage ad spend as intended. Also, an announcement regarding brand verification in ChatGPT was made at OpenAI's business hub.
https://t.co/8L6a3H2mL2
@CognyAI
---
If Theo says it will be a big week, then the long waiting period is finally about to end. Leak information for multiple new AI models such as Gemini Kryptom, GPT-6.2 Sol, and Fable 5.5 has emerged, and while Qwen 4 is late, it is expected to finally be announced.
https://t.co/iQIXBS5lp3
@kimmonismus
---
A post showing what the result was when instructing ChatGPT to "design this room based on your knowledge of me."
https://t.co/aGOEJjKE61
@seiyaposting
---
Claude, please make a week's worth of lunches and dinners centered on pasta, like a famous Italian chef. Please don't forget to do the dishes too.
https://t.co/NIP7PdBBD2
@eailunas
---
A post saying Aske appeared in a trapper-like style and is laughably cool.
https://t.co/6Gwhc2yt2A
@gemininiiii
---
Low-authority sites gaining a massive amount of traffic from ChatGPT have a commonality of generating HTML with Claude's code and hosting on Netlify/Vercel.
https://t.co/aJFgfNPeF4
@theseoguy_
---
FABLE 5.2 rollout has begun. Delivery of the large update has started.
https://t.co/gHagjwbKGZ
@kimmonismus
---
A post with the intent of recommending more practical and concrete ways of using AI, rather than simply writing prompts in ChatGPT.
https://t.co/2dZViTN1q5
@_FabbriGonzales
---
Meta announced the new model "Muse Ember." It outperforms Claude Haiku 5.5 and GPT-6 Luna in agent coding benchmarks and achieves equivalent intelligence scores at one-third the cost. A notable work supporting text, image, audio, and video.
https://t.co/GHdc2pM6KZ
@kimmonismus
---
It seems Gemini is finally starting in earnest. Expectations are growing.
https://t.co/nuMIjTu3Kd
@_Crypto_Barbie
---
Many people use AI as a chatbot, but developers who actually produce results in 2026 are utilizing completely different tools. Introducing a list of 80 AI tools across 8 categories: coding agents, research tools, image generation, video production, audio, etc.
https://t.co/jyidwouH0j
@CodebyNihan
---
This article is an edit of content posted between 5:00 the previous day and 4:59 of the current day.
#ClaudeCode #Claude #ClaudeAI
【Question to everyone】
If you replace this with your own work, where would you start using it?
I want "first here" in one line.
enenDesign systems used to be written for humans. Meta's is now written for agents too.
Astryx grew inside Meta for eight years and powers 13,000+ apps. It's open source under MIT, in beta, on React 19 and StyleX.
The detail that matters: Meta says the API and docs were shaped by measuring how LLMs actually use the library, and the same reference an engineer reads is served to AI assistants through the CLI.
If agents write the first draft of your UI, the component library is the prompt.
Should libraries optimize docs for agents first, or does that make them worse for people?
Can two NVIDIA DGX Spark 64GB systems work together?
Yes! Connect them using ConnectX-7 and a compatible QSFP112 cable to build a distributed AI cluster with 128GB combined memory.
Here's how NVIDIA Sync and vLLM fit in:
https://t.co/8Yd247SDPF
#DGXSpark #NVIDIA #LocalAI https://t.co/Trxq4A8bQO
koenLG AI Research's K-EXAONE 2.5 API has been released for free.
It supports Korean language processing, reasoning, coding, and even AI agent tasks.
Since I make web apps, when a new AI comes out, I end up looking at the possibility of utilization first.
However, under the current terms and conditions, there is a restriction on commercial use.
The point is that being free and being available for commercial use are separate.
jaenEven if it is free, it does not mean you can incorporate the K-EXAONE 2.5 API into products. LG AI Research's November 9th terms are limited to non-commercial use, prohibiting integration into customer-facing services. Inputs and outputs may be used for learning. Development teams must select verification data and separate it from production use.
https://t.co/AS1FgvzuiH
🎬 Five tools from NickPittas connect ComfyUI generation with the rest of a VFX workflow: shot planning, compositing, media handling and camera-angle prompts.
The useful part is the round trip. You can send footage and masks into a workflow, review the result and bring it back into the application where the shot is being finished.
🧩 Director's Console is a separate web workspace with cinematic prompt controls, a storyboard with per-shot workflows, parallel ComfyUI backends and a project gallery. Camera, lens, lighting and motion choices help structure the brief; the selected workflow and installed models determine what actually gets generated.
It also includes an embedded Pi/Codex agent. The repository documents manual acceptance evidence for Pi, while authenticated Codex application turns remain unverified. Treat the two integrations accordingly.
▪️ NukeToComfyUI exchanges stills, frame ranges and masks with Nuke. Still transport supports PNG8 and half-float EXR, with OpenEXR support required on the ComfyUI side. Workflows stay in ComfyUI; Nuke can trigger them, follow progress and cancel. Optional 8n+1 normalization extends the requested frame range, rather than generating missing frames.
▪️ AE2ComfyUI sends a full-composition still or video, using the selected layer for an optional mask and return placement. Results land above that layer or at the top of the comp, aligned to the export's timeline start. Video requires Adobe Media Encoder, and AE must be able to read ComfyUI's output folder.
📦 ComfyUI Media loads MOV/MP4 and image sequences including EXR and PNG. Its viewer/saver supports reference comparison and outputs including H.264, ProRes 4444 and image sequences. WAN and LTX temporal presets pad with the final frame; they do not interpolate motion or change playback FPS.
📷 Camera Angle Selector provides 96 combinations: eight directions, four heights and three shot sizes. Its 3D interface outputs prompt strings for FAL's Multiple-Angles LoRA for Qwen-Image-Edit-2511. It is a prompt selector, not a geometric camera solver.
Setup still involves running ComfyUI, the relevant models and host applications, plus codec dependencies such as FFmpeg. Director's Console is MIT-licensed; explicit reuse terms were not established for the other four repositories, so this should not be described as one uniformly licensed open-source suite.
For compositors, the appeal is fewer manual exports and better continuity between generation and finishing.
Repositories:
https://t.co/SqO3y8q7kU
https://t.co/qPWxvWRjkN
https://t.co/C4DLxjay9a
https://t.co/CApDrtPjcg
https://t.co/wGuKKexylf
#ComfyUI #VFX #Nuke #AfterEffects
enenMeta's Q3 capital spending was $34.9 billion on revenue of $64.6 billion. That is about 54% of revenue, by my own division, going into buildings, servers and chips.
Revenue rose 26%, and Meta narrowed its 2026 capex guidance to $135-145 billion, raising the low end from $130 billion.
Advertising is paying for an AI buildout at a scale most companies could never fund from operations. The test for the next two years is whether that spending shows up in revenue faster than it shows up in depreciation.
Source: Let's Data Science, Oct 21, 2026.
jaen🎧️NewsPicks Daily Briefing w/ NP AI Lab🎧️
【News & Comment】️
🐟️ Sakana AI starts preparations for IPO, possibly as early as next year if things go smoothly
🤝 Semiconductor restructuring has begun with Mitsui Chemicals' 1.84 trillion yen acquisition
【Latest Original Content】
💰️ The real "AI gap" began this year
🗳️ Stock prices after the election, do not believe the market's "enthusiasm"
🔫 The growth history of "Palantir" relied upon by the CIA and large corporations; "Domestic Defense AI" ventures challenging the Palan🇯🇵 tir dominance
🏃♀️ Gen Z is rushing into "adult club activities"
🟢 Spotify
https://t.co/HedptfVgI1
🟣 Apple Podcast
https://t.co/mm3ZU0Imve
🔵 Amazon Music
https://t.co/KrpUPfZgvU
jaenTo those who feel it is scary to leave emails or reservations to AI.
Muse has a mechanism where passwords and payment methods cannot be seen.
Before sending or purchasing, confirmation is always entered with the person themselves.
A history of what was done also remains.
Honestly, I think it is far more cautious than the late-night emails I have sent.
jaenSakana AI, toward IPO as early as autumn 2027; with simultaneous listing in Japan and US in sight, perhaps one of the largest domestically (Business + IT) https://t.co/zkgJrYSCF2
#SakanaAI
#IPO
#Career
#JCCA
zh-HansenGood morning, fresh news
OpenAI added a feature to dot
The same dot can connect to several of your computers
For each task you specify which one to use
Desktop for running long tasks
Laptop only for light work
dot is the resident assistant released at the end of September
Lives in the cloud, has its own cloud computer and browser
It keeps working even if you turn off your computer
Before it could only connect to one
Now it can connect to multiple
Work is dispatched to the specialized machine
Doesn't occupy the one in your hand
Official gave three examples
Testing iOS changes on a second Mac, sending screenshots back
Running one test simultaneously on a laptop and a machine with an old SDK, comparing results
Clicking through a set of operations on a second computer, noting which step errored
Your screen and mouse still belong to you as usual
Chatting with dot doesn't occupy ChatGPT quota
Work dispatched to Codex, Work still counts towards quota
Gradually opening to Pro tiers and Business Premium
One question
When the same dot switches tasks between several computers
Is the context shared
Or is each machine counted separately
I myself am currently using another set
Muse manages reminders and organizing
Codex manages production
VPS acts as the hub
Multiple Agents each managing one area
One assistant managing multiple computers
And multiple Agents each managing one area
Which is more reliable
How would you choose
zh-Hansen【AI Morning Report | November 10】This year's first trillion-parameter open-source model quietly uploaded to HuggingFace last night.
【Open Source Heavyweight】Mistral Large 4 opens weights: total parameters 1T, modified MIT license, MaaS resale requires separate signing of commercial agreement. On the programming Agent leaderboard it tied with GLM-5.3, and token usage is further saved by 47%. Another member joins the king of open-sourcing.
【Money Prospect】Defense AI company Shield AI acquired radar manufacturer Echodyne for 5.3 billion dollars, while simultaneously raising 2.5 billion, valuation in 8 months flipped from 12.7 billion to 28.8 billion dollars. Arms + AI is the true money printing machine.
【Giant Movements】Amazon opens Alexa text-message shopping, some US users go first. The irony is: a few weeks ago it just blocked Meta from making the same type of shopping Agent. Only I am allowed to deal the cards, you are not allowed to touch the cards.
【Leak】Bloomberg: Apple new CEO Ternus is internally pushing Agentic Siri, target 2027 iOS 28. Siri is finally about to evolve from an "answering machine" into a "working machine".
【Developer】Google ADK 2.14 marked the A2A agent interoperability protocol as stable. The general handshake protocol between Agents is settled, the ecosystem is about to accelerate.
Yesterday in one sentence: Open source has competed up to trillion parameters, the good days of closed source begin their countdown.
#AI #Mistral
enenSpotify has decoupled from legacy video media as consensus FY27 operating profit forecasts fell just 0.6% since June 2026, compared to a 4.3% consensus cut across peers like Netflix. While rolling 60-day equity correlation between Spotify and video streaming equities recently climbed toward the upper bound of its historical 0.2 to 0.8 range, fundamental earnings trajectories have diverged. Video streaming platforms face saturated domestic subscriber penetration and must defend margins by slowing content outlays, whereas Spotify is entering an earnings harvesting period where premium ARPU gains and disciplined overhead translate directly into operating cash flow. Recent quarterly results demonstrated this separation: an initial sympathy sell-off following Netflix earnings was swiftly reversed into double-digit share gains once Spotify reported its own figures.
Platform architecture further reinforces this structural divergence as consumer interaction migrates toward AI agent interfaces. Because audio streaming operates passively in the background, Spotify integrates directly into conversational and wearable agent ecosystems—including ChatGPT via Model Context Protocol app SDKs, Meta Ray-Bans through dedicated connectors, and Gemini Connected Apps—while retaining billing ownership and shared user data. Legacy video streaming cannot replicate background utility, exposing video providers to higher disintermediation risk and platform friction. Sell-side analysts project Spotify's operating margin to expand from 12.8% in 2025 to 17.2% in FY27 and 19.2% by FY28, establishing independent earnings power that breaks its historical correlation with video media.
#Internet #Investing
Report date: 2026-10-25
zh-HansenMeta's AI agent Muse lands on Apple Watch and Wear OS. The AI assistant moves from the phone to the wrist, and the entry point is one step closer to the user.
The value of a watch is not just taking out the phone one less time: small screens, short interactions, and the surrounding environment all require more concise feedback. A truly useful assistant should also let users clearly know when it is listening, what information it can access, and how to revoke permissions. #AI #WearableDevices
https://t.co/8feFFTlRKi
jaen【Design Theory for Making AI "Deep" Without Making It Giant】
"Loop-type Transformers," which obtain practical depth by repeatedly applying the same layer without increasing the number of parameters.
While model capacity can be suppressed, they also face a dilemma of increased computational load during learning and increased generation time.
A research team from Meta and MIT uniformly verified, starting from the pre-training stage, not only "where and how to loop," such as the entirety or middle layers, but also specialization via low-rank adapters and parallelization of inference.
Under constraints of size, computational amount, and inference efficiency, what are the conditions for effective loop design that emerged?
👇 Details are in the video in the reply column!
Bilgisayarındaki ücretsiz yapay zekâ ajanı 90 günde 1,54 milyon günlük kullanıcıyı geçti! 🤯 DeepSeek Harness günde tam 92 trilyon token tüketerek kendi başına kod yazıyor ve dosya inceliyor. Sen bilgisayarını açık kaynaklı bir ajana… #yapayzeka #deepseek #teknoloji https://t.co/tj7WeyMMz3
How to use it:
1. Open Dreamina (rolling out now, may vary by region)
2. Pick "Image 5.5 by Seedream 5.5"
3. Generate an image
4. Keep editing one area: "change the watch face to 10:42"
https://t.co/p7YyfUE3g5