AI Hotspots on X — 2026-06-23

Grok Imagine 1.5 https://t.co/05qu8zFMrF

Introducing Sakana Fugu: A full multi-agent orchestration system accessible via a single model API. Our ‘Fugu Ultra’ model matches the performance of Fable and Mythos, delivering frontier capability without the risk of export controls. Try it: https://t.co/hhO6qTawgb 🐡

Someone on Reddit built a WoW private server with 1,800 bots and AI chat via the DeepSeek API. Dead Internet Theory, but playable. An MMORPG with no real players, yet somehow it still feels human. https://t.co/uFD0AHiquc

🚨‼️ BREAKING: Anthropic has decided to open source their entire codebase and is rebranding their AI to OpenClaude. Anthropic CEO Dario Amodei said: "Yesterday was no slip-up. If we disappear just like OpenAI is vanishing right now, our code can live on through the community." https://t.co/Yc2nGAMV9N

New in Claude Code: Artifacts. Interactive pages built from your session, like a PR walkthrough or a living project dashboard, shared with your team at a private link. Available in beta on Team and Enterprise plans. https://t.co/0NX9gNCaAs

Show Codex a workflow once. Reuse it as a skill. Record & Replay lets you show Codex a recurring task, like filing an expense report or submitting a time-off request. Codex turns that demo into an inspectable, editable skill. You control when recording starts and stops. https://t.co/UqSGaO7XUs

🚨 THE ENTIRE AI BOOM MIGHT BE BUILT ON FAKE REVENUE. Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon. This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop. But how it works ? A tech giant gives billions of dollars to an AI startup as an "investment". But hidden in the contract is a strict rule forcing the startup to hand that exact same money straight back to the tech giant to rent their computer servers. Look at the documented case of Microsoft and OpenAI. When Microsoft invested $13 billion into OpenAI, it didn't just give them cash; it gave them "cloud credits" to use Microsoft servers. OpenAI used those exact credits to train its AI models, and Microsoft then turned around and recorded that server usage as brand new "cloud revenue" from a customer. The tech giant is literally paying itself with its own money and calling it a sale. This is why OpenAI’s annual cloud bill has ballooned to over $60 billion, double its actual revenue of $25 billion, kept alive solely by this recycled funding loop. Anthropic runs the exact same play, spending $2.66 billion on Amazon Web Services in just nine months, which was basically 100% of all the money it earned at the time. This manufactured demand triggers a second accounting trick where tech giants book massive paper profits. Every time a startup gets a higher value from a new funding round, the tech giant updates the value of its investment on its books and counts that unearned paper gain as direct profit. In Q1 2026, Alphabet reported a record $62.6 billion profit, but $28.7 billion nearly half, was just a paper markup on its Anthropic investment. In the same quarter, Amazon reported $30.3 billion in profit, but $16.8 billion of it was just an Anthropic paper gain. While Amazon reported record profits, its actual free cash flow collapsed 95% to just $1.2 billion because it had to spend $44.2 billion in real cash to build physical data centers. This has created a massive danger where these giant companies rely heavily on just one or two unstable startups. Microsoft has 49% of its $627 billion future backlog tied to OpenAI, while Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone. This perfectly mirrors the 2001 dot-com crash when Global Crossing and Qwest Communications swapped identical fiber-optic network capacity with each other just to book fake sales. Qwest had to erase $1.4 billion in fake income, and Global Crossing went completely bankrupt. The only difference is that the dot-com swaps were illegal, but today's AI loop is fully legal under current accounting rules. This legal loop inflates tech company stock prices, forcing automatic retirement accounts and index funds to buy even more of these tech stocks. It is a self feeding loop where investments, sales, and stock prices all go up on paper without the AI technology ever making real cash profits.

They are putting DATA CENTERS in the ocean now. Panthalassa, a startup from Portland, just raised $140 MILLION. what they do: build floating platforms that sit out at sea and run AI. no power grid needed. the ocean waves make all the electricity. the seawater keeps the chips cool. How it works: big floating balls bob up and down with the waves. that motion makes power. the power runs the AI chips inside. backed by PETER THIEL. company now worth almost $1 BILLION. land is running out of room and power for AI. so the next move is simple. go to the sea.

We offer no explanation as to why Noams are so good at AI; we attribute their success, as all else, to divine benevolence.