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God of Prompt
RT @godofprompt: ๐Ÿšจ Holy shitโ€ฆ Stanford just published the most uncomfortable paper on LLM reasoning Iโ€™ve read in a long time.

This isnโ€™t a flashy new model or a leaderboard win. Itโ€™s a systematic teardown of how and why large language models keep failing at reasoning even when benchmarks say theyโ€™re doing great.

The paper does one very smart thing upfront: it introduces a clean taxonomy instead of more anecdotes. The authors split reasoning into non-embodied and embodied.

Non-embodied reasoning is what most benchmarks test and itโ€™s further divided into informal reasoning (intuition, social judgment, commonsense heuristics) and formal reasoning (logic, math, code, symbolic manipulation).

Embodied reasoning is where models must reason about the physical world, space, causality, and action under real constraints.

Across all three, the same failure patterns keep showing up.

> First are fundamental failures baked into current architectures. Models generate answers that look coherent but collapse under light logical pressure. They shortcut, pattern-match, or hallucinate steps instead of executing a consistent reasoning process.

> Second are application-specific failures. A model that looks strong on math benchmarks can quietly fall apart in scientific reasoning, planning, or multi-step decision making. Performance does not transfer nearly as well as leaderboards imply.

> Third are robustness failures. Tiny changes in wording, ordering, or context can flip an answer entirely. The reasoning wasnโ€™t stable to begin with; it just happened to work for that phrasing.

One of the most disturbing findings is how often models produce unfaithful reasoning. They give the correct final answer while providing explanations that are logically wrong, incomplete, or fabricated.

This is worse than being wrong, because it trains users to trust explanations that donโ€™t correspond to the actual decision process.

Embodied reasoning is where things really fall apart. LLMs systematically fail at physical commonsense, spatial reasoning, and basic physics because they have no grounded experience.

Even in text-only settings, as soon as a task implicitly depends on real-world dynamics, failures become predictable and repeatable.

The authors donโ€™t just criticize. They outline mitigation paths: inference-time scaling, analogical memory, external verification, and evaluations that deliberately inject known failure cases instead of optimizing for leaderboard performance.

But theyโ€™re very clear that none of these are silver bullets yet.

The takeaway isnโ€™t that LLMs canโ€™t reason.

Itโ€™s more uncomfortable than that.

LLMs reason just enough to sound convincing, but not enough to be reliable.

And unless we start measuring how models fail not just how often they succeed weโ€™ll keep deploying systems that pass benchmarks, fail silently in production, and explain themselves with total confidence while doing the wrong thing.

Thatโ€™s the real warning shot in this paper.

Paper: Large Language Model Reasoning Failures
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The Transcript
LYFT CFO: "We delivered record financial performance in 2025 across all metrics, including all-time-high cash flow generation exceeding $1.1 billion...we remain right on track to hit our long-term targets."

$LYFT: -15% AH https://t.co/JNjkPeJDK9
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God of Prompt
RT @alex_prompter: ๐Ÿšจ The guy who built Anthropicโ€™s defenses against AI bioterrorism just quit.

Mrinank Sharma led Anthropicโ€™s Safeguards Research Team. His job was literally making sure Claude doesnโ€™t help bad actors do bad things.

His resignation letter: โ€œThe world is in peril. And not just from AI, or bioweapons, but from a whole series of interconnected crises.โ€

He also said he โ€œrepeatedly seen how hard it is to truly let our values govern our actionsโ€ inside the organization.

This is the company that positioned itself as the โ€œsafeโ€ AI lab. The one founded specifically because OpenAI wasnโ€™t careful enough.

Now their safety lead is walking away, saying the pressure to โ€œset aside what matters mostโ€ is real.

Heโ€™s leaving to study poetry. Not joining a competitor. Not starting a startup. Poetry.

When your AI safety researcher chooses poems over production, that tells you something about whatโ€™s happening behind closed doors.

Today is my last day at Anthropic. I resigned.

Here is the letter I shared with my colleagues, explaining my decision. https://t.co/Qe4QyAFmxL
- mrinank
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The Transcript
Ford CEO: "..a strong 2025 in a dynamic and often volatile environment."

$F: +1.5% AH https://t.co/DGOZHaa76H
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Fiscal.ai
Cloudflare just added $353 million in new Remaining Performance Obligations.

That's their largest quarterly increase ever.

$NET https://t.co/ysJMNkpFgg
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App Economy Insights
RT @EconomyApp: A quick look at the memory crunch:

๐Ÿ“ฒ $QCOM: Memory Wall
๐ŸŽฎ $SONY: Hardware Retreat
โ˜๏ธ $ARM: Cloud AI Engine Ignites

Full breakdown of the AI ripple effect.
https://t.co/XthMtTFjEX
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God of Prompt
RT @rryssf_: ๐Ÿฆž OpenClaw has 114,000+ GitHub stars and the whole tech world is losing its mind over it.

But here's what nobody's showing you: the setup process that made 90% of people quit before their first agent sent a single message.

Node.js configs, gateway daemons, Tailscale tunnels, security hardening...
There's now a way to skip all of it.

Here's what i found:

A plug-and-play approach that turns autonomous agents into something you can spin up in minutes and wire into any API you want.

https://t.co/FDCVmoBR3o

For say a daily ai newsletter:
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Benjamin Hernandez๐Ÿ˜Ž
$ELAB touched $2.02 in late trading, +18% booked. The market rewarded patience todayโ€”early birds will catch the next move at the bell.

๐Ÿ“ˆ Live setups: https://t.co/71FIJIdBXe

Message me "HI" to get my trade plan for the open.
$SOFI $HOOD $PLTR $GME $SNDK

๐Ÿ“‰ Deep Value Recovery: $JZXN
Recommendation: $JZXN

near $2.18 Even after a 63% rally, $JZXN remains fundamentally undervalued relative to its $1B token acquisition plans.

One-line why: This is a technical "mean reversion" play to the 200-day EMA near $1.65. https://t.co/J3Mm5EADUe
- Benjamin Hernandez๐Ÿ˜Ž
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Chris Hohn on why Aerospace sits firmly in his investable universe:

โ€œAerospace is a sector weโ€™ve come to understand where the barriers to entry are multipleโ€ฆ hard assets, contracts, network effectsโ€ฆ intellectual property, contracts, installed base, regulatory switching costs.โ€
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๐“๐ก๐ž ๐ฅ๐ž๐ฌ๐ฌ๐จ๐ง:

๐™๐™๐™š ๐™ข๐™ค๐™จ๐™ฉ ๐™™๐™ช๐™ง๐™–๐™—๐™ก๐™š ๐™—๐™ช๐™จ๐™ž๐™ฃ๐™š๐™จ๐™จ๐™š๐™จ ๐™™๐™ค๐™ฃโ€™๐™ฉ ๐™ง๐™š๐™ก๐™ฎ ๐™ค๐™ฃ ๐™ค๐™ฃ๐™š ๐™ข๐™ค๐™–๐™ฉ โ€” ๐™ฉ๐™๐™š๐™ฎ ๐™จ๐™ฉ๐™–๐™˜๐™  ๐™ข๐™ช๐™ก๐™ฉ๐™ž๐™ฅ๐™ก๐™š ๐™—๐™–๐™ง๐™ง๐™ž๐™š๐™ง๐™จ ๐™ฉ๐™ค ๐™š๐™ฃ๐™ฉ๐™ง๐™ฎ. ๐™€๐™–๐™˜๐™ ๐™ก๐™–๐™ฎ๐™š๐™ง ๐™ข๐™–๐™ ๐™š๐™จ ๐™™๐™ž๐™จ๐™ง๐™ช๐™ฅ๐™ฉ๐™ž๐™ค๐™ฃ ๐™๐™–๐™ง๐™™๐™š๐™ง; ๐™ฉ๐™ค๐™œ๐™š๐™ฉ๐™๐™š๐™ง, ๐™ฉ๐™๐™š๐™ฎ ๐™˜๐™ง๐™š๐™–๐™ฉ๐™š ๐™ฃ๐™š๐™–๐™ง-๐™ž๐™ข๐™ข๐™ช๐™ฃ๐™ž๐™ฉ๐™ฎ.
___

Why multiple barriers matter:

๐‡๐š๐ซ๐ ๐š๐ฌ๐ฌ๐ž๐ญ๐ฌ โ†’ capital intensity discourages new entrants

๐‚๐จ๐ง๐ญ๐ซ๐š๐œ๐ญ๐ฌ โ†’ long-dated agreements with OEMs & airlines

๐๐ž๐ญ๐ฐ๐จ๐ซ๐ค ๐ž๐Ÿ๐Ÿ๐ž๐œ๐ญ๐ฌ โ†’ scale advantages in service, parts, and support

๐ˆ๐ง๐ญ๐ž๐ฅ๐ฅ๐ž๐œ๐ญ๐ฎ๐š๐ฅ ๐ฉ๐ซ๐จ๐ฉ๐ž๐ซ๐ญ๐ฒ โ†’ decades of engineering know-how that canโ€™t be replicated quickly

๐ˆ๐ง๐ฌ๐ญ๐š๐ฅ๐ฅ๐ž๐ ๐›๐š๐ฌ๐ž โ†’ once equipment is flying, customers canโ€™t easily switch

๐‘๐ž๐ ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง & ๐œ๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง โ†’ enormous time, cost, and risk to gain approval

๐’๐ฐ๐ข๐ญ๐œ๐ก๐ข๐ง๐  ๐œ๐จ๐ฌ๐ญ๐ฌ โ†’ safety, reliability, and downtime risks deter change

๐„๐š๐œ๐ก ๐ฅ๐š๐ฒ๐ž๐ซ ๐ฆ๐š๐ค๐ž๐ฌ ๐๐ข๐ฌ๐ซ๐ฎ๐ฉ๐ญ๐ข๐จ๐ง ๐ก๐š๐ซ๐๐ž๐ซ.
___

5 High-Quality Aerospace businesses worth adding to your watchlist:

1. $GE GE Aerospace
3-Year CAGR: +58%

2. $HWM Howmet Aerospace
3-Year CAGR: +76%

3. $TDG TransDigm Group
3-Year CAGR: +20%

4. $HEI Heico
3-Year CAGR: +23%

5. $RTX RTX Corporation
3-Year CAGR: +27%

When investors talk about โ€œdisruption risk,โ€ sectors with layered moats like aerospace are often underestimated. Patience โ€” and respect for barriers โ€” tends to be rewarded.
___

Video: Norges Bank Investment Mangement | Investment Conference 2025 (07/23/2025)
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DAIR.AI
RT @omarsar0: This team has been publishing some really interesting work on diffusion LLMs.

LLaDA 2.1 is a 100B discrete diffusion LLM with a draft-then-edit approach.

It hits a peak speed of 892 tokens/s on complex coding tasks.

Autoregressive models commit to every token permanently but LLaDA 2.1 can go back and fix mistakes mid-generation. The error handling capabilities are worth looking into.

What if an LLM could EDIT its own tokens in real-time, not just generate them? ๐Ÿคฏ
Introducing LLaDA2.1 โ€” a diffusion model that breaks from autoregressive dominance. It drafts fast, then fixes its own mistakes on the fly with Token-to-Token editing.
The result? 892 tokens/sec on a 100B model. ๐Ÿ”ฅ
โšก 892 TPS on HumanEval+ (coding)
โšก 801 TPS on BigCodeBench
๐Ÿง  Real-time self-correction via T2T editing
โœ… @lmsysorg SGLang Day 0 support โ€” production-ready now
A "non-consensus" architecture now challenging the mainstream. Open-sourced TODAY. ๐Ÿ‘‡
#LLaDA #TokenEditing #OpenSource #LLM #dLLM
- Ant Open Source
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