A PhD in Math takes a closer look at LLMs, Paul Erdős and AI's role in maths and science.
June 30th, 2026. 1
Good Morning,
Can AI further science? How are hugely well funded AI labs like OpenAI trying to prove this? Today’s article explores the fascinating case of the frontiers of Mathematics. I geek out also about AI’s impact on science as evidenced by a new breed of AI startups generally understood as Neo Labs. To me these are moonshots that are typically highly funded AI research labs, often founded by elite ex-researchers from giants like Anthropic, OpenAI, DeepMind, and Google Brain.
Meanwhile I’m always reading AI and economic reports, and the Bank for International Settlements (BIS) compares the capital trajectory of the current Artificial Intelligence boom against four major historical economic bubbles and innovation cycles.
While drawing structural analogies to the 1840s railways and the 1990s dot-com era, the BIS highlighted several unprecedented, highly concerning anomalies unique to the 2025–2026 AI investment cycle.
The Exponential View is reporting that the generative AI economy has generated $110 billion in sales over the past 12 months. Check out their State of the AI Economy Report as well for some great summer reading.
The Exponential Demand for Compute is Accelerating Revenue
AI Exuberance in an era of Token Maxing and renewed Token Minimalism
The Impact on the Labor Market due to AI Remains Highly Uncertain
Key AI News Stories I’m Following & A Sampling of AI Neo Labs (startups)
Apple and Microsoft have raised consumer prices (around 20%) on hardware and electronics in part due to the HBM supply chain crisis due to the datacenter build-out.
The pace of “Neo Lab” (a new category of AI startup) creation, AI labs designed to focus on pushing AI faster have received considerable recently funding like Mirendil, Engram, General Intuition, Prometheus, Trajectory and more.
Mirendil is building "self-accelerating" AI that can do the actual work of an AI researcher. For instance, they train frontier models that are expert at AI R&D and build the product around it.