"Code Red" Over, OpenAI is about to blow...
Big AI news today! We dive into the upcoming release of Grok 4.20, which is dominating the profit-based Alpha Arena and is expected to launch before the end of the year. Meanwhile, the battle for the top spot on the LM Arena heats up as Google’s Gemini 3.0 Pro holds the lead, forcing OpenAI into "Code Red" with mysterious new test models like Emperor and Rockhopper appearing in the wild. We also break down a massive shift in hardware strategy: reports suggest Google is now selling TPUs directly to companies like Anthropic, challenging Nvidia's dominance. Plus, we explore Google’s new "Titans" and "Mira" papers on long-term memory and "surprise" metrics in AI, and discuss Elon Musk’s plan to launch solar-powered AI data centers into space via SpaceX. ______________________________________________ Keywords: Grok 4.20, Gemini 3.0, OpenAI Code Red, Google TPUs, Artificial Intelligence News, SpaceX Data Centers, Project SunCatcher, AI Memory Architecture, Wes Roth, LM Arena, Nvidia Short, Michael Burry, Alpha Arena, AI Investing. ______________________________________________ VIDEO LINKS: GROK 4.20 keeps making money https://nof1.ai/leaderboard Simulators Janus aka Repligate https://www.lesswrong.com/posts/vJFdjigzmcXMhNTsx/simulators Our interview with Karan 4D, co‑founder & Head of Behavior at Nous Research (I just unlocked SHOGGOTH MODE) https://www.youtube.com/watch?v=7ZEHdaABIJU Titans + MIRAS: Helping AI have long-term memory https://research.google/blog/titans-miras-helping-ai-have-long-term-memory/ Ali Behrouz - Titans https://x.com/behrouz_ali/status/1878859776299343999 GROK 4.20 keeps making money https://nof1.ai/leaderboard ELON MUSK ROCKETS https://x.com/elonmusk/status/1997706687155720229 ARK’s Expected Value For SpaceX In 2030: ~$2.5 Trillion Enterprise Value https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030 Andrej Karpathy @karpathy https://x.com/karpathy/status/1997731268969304070 ______________________________________________ TIMELINE 00:00 Grok 4.20 Release & Alpha Arena Profits 02:08 Gemini 3.0 Dominance & Polymarket Betting 03:59 Mystery OpenAI Models (Emperor, Rockhopper) 04:40 Google Research: Titans, Mira & Long-Term Memory 06:00 The "Surprise" Metric: How AI Learns Like Humans 08:26 Update: Google Selling TPUs to Anthropic 11:05 Michael Burry Shorts Nvidia 12:00 Andre Karpathy on LLM Psychology 14:10 SpaceX Valuation & Space-Based Data Centers ______________________________________________ My Links 🔗 ➡️ Twitter: https://x.com/WesRothMoney ➡️ AI Newsletter: https://natural20.beehiiv.com/subscribe ______________________________________________ Want to work with me? Brand, sponsorship & business inquiries: wesroth@smoothmedia.co ______________________________________________ Check out my AI Podcast where me and Dylan interview AI experts: https://www.youtube.com/playlist?list=PLb1th0f6y4XSKLYenSVDUXFjSHsZTTfhk ______________________________________________ #ai #openai #llm
