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THE DAILY INDEX

Technology, AI, software, security, crypto and business

GENERAL

TLDR

STOP BUILDING SYSTEMS FOR AGENTS

Today's systems are sub-optimal for AI agents as they waste context, confuse models with unstructured output, and prioritize vision-based human interaction over text-based LLMs. While some think this means we need to build systems that treat LLMs as first-class citizens, that approach is not totally required - if humans can live with it, LLMs will eventually catch up. Real agent-native systems should be radically observable and deterministic. It's better to focus on what LLMs can do for humans rather than think about what humans can do for LLMs.

DISSECTING THE INTERNET'S MOST NOVEL CREATURE

Moltbook is an AI-only social network where tens of thousands of AI agents post and comment while humans observe. The platform grew from 42 posts per day to 36,905 in 72 hours. Social networks typically have 90% of users lurking, 9% contributing occasionally, and 1% creating the most content. AI agents are breaking that pattern. This post takes a look at posts made on the platform and how they differ from human-run social networks.

WHAT ORACLE HAS TO LOSE FROM OPENAI AND NVIDIA'S ROCKY RELATIONSHIP

Nvidia's decision to potentially invest far less than $100 billion into OpenAI raises big questions for Oracle, like whether OpenAI can make good on its five-year, $300 billion contract with Oracle. Oracle reported $523 billion of remaining performance obligations in November, which represents contracted sales not yet recognized as revenue. It plans to issue as much as $20 billion of common stock this year as part of a broader plan to raise up to $50 billion through equity and debt financing to expand its cloud-infrastructure business. OpenAI has an estimated $1.4 trillion in commitments in total.

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