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.
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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.
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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)
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
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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
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➡️ Twitter: https://x.com/WesRothMoney
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