The Memo - 16/Oct/2026
1. Key Themes
Theme: AI is rapidly moving from solved mathematics into the physical sciences
AI is cracking open fusion, materials, and biology problems
The author frames the current moment as a hand-off from math to other "low-hanging fruit" fields, and backs it with a list of indicators in physics, materials, protein design, and astronomy.
- "As I announced on the ASI checklist, AI solved maths about five months ago (May/2026). Now let's move on to the next 'low-hanging fruit' fields, including physics, medicine, energy, materials, and much more!"
- "Google DeepMind's Gemini 4 found new exact solutions for holding plasma inside asymmetrical stellarator fusion reactors."
- "Prof Matt Landreman used GPT-6 Astra to find two new families of exact 3D plasma equilibria, overturning Harold Grad's 1967 conjecture and firming up the theory behind stellarator fusion reactors."
- "MIT's Prof Markus Buehler reports Claude Fable 5.1 built its own atomistic simulation tool from scratch, then spent days autonomously finding design rules for tougher graphene, with some designs ~25% stronger."
- "Claude Opus 5.5 agents at Vals AI designed one new magnet and surfaced another overlooked since 1999 as candidates for next-gen computer memory."
- "Google DeepMind released AlphaProtein Novo, which designs brand new enzymes from scratch for reactions that don't exist in nature, including ones that break down a plastic pollutant."
Theme: Recursive self-improvement and AI-built infrastructure are becoming operational reality
Models are improving themselves and building their own tooling
Several indicators show AI systems building the tools they run on, and improving without stronger external supervision.
- "Sakana AI and UC Berkeley's MASS lets Qwen3.6-27B act as its own solver, optimizer and judge, then fine-tune itself on its best runs, getting better with no stronger supervisor."
- "Anthropic replaced git with Scion, an in-house version control system built largely by Claude, after daily code merges grew 12x in four months."
Theme: AI is democratizing scientific discovery and multiplying researcher output
One person plus a frontier model can now produce discovery-grade work
Both amateurs and established professors are reporting step-change productivity with frontier models.
- "A citizen scientist using Claude Code found a never-reported rocky planet 1.4x Earth's size orbiting a star 116 light-years away, with dip times published ahead of NASA TESS re-observation."
- "Harvard's Prof Matthew Schwartz used Claude Fable 5 to produce 36 manuscripts across 18 scientific fields in three months, including 15 never-before-computed Feynman integrals."
- On the planet discovery: "A star 116 light-years out, with two planet candidates nobody had noticed. Found in seven years of public NASA data using Claude Code."
Theme: Embodied AI and human-machine interfaces are moving into state and consumer deployment
Governments and labs are commercializing robotics and brain-computer interfaces
- "Singapore opened a S$100M Home Team Humanoid Robotics Centre, aiming to put humanoids alongside police, civil defence and prison officers by 2028."
- "Tianjin University unveiled a 3-gram 'Brain Cube' that hides in the user's hair, billed as the smallest non-invasive brain-computer interface yet."
2. Contrarian Perspectives
Professional skepticism toward AI math is "lazy, fearful" gatekeeping, not rigor The author argues the mathematics establishment's default dismissal of AI results is an emotional reaction, not a technical one, and that this matters for how decision-makers read the pace of progress.
- "Frankly, I'm bored of this lazy, fearful, default response. I expected more from the likes of Adelaide-born Prof Terence Tao, whose gatekeeping has been incredibly disappointing to witness."
- He cites Kurzweil to explain the psychology: "when people have never heard of ideas along these lines, and hear about it for the first time and have some superficial reaction, I really see myself some decades ago. I realize it's a long path to actually get comfortable with where the future is headed."
- Evidence offered: OpenAI's release of "719 new maths papers produced by its private, internal model," and the claim that "AI solved maths about five months ago."
The biggest breakthroughs are not making headlines The author contends the most consequential AI developments are invisible to mainstream media, so headline-driven analysis understates the pace of change.
- "None of the following 11 indicators made the evening news or the front page."
- "I think October 2026 through to March 2027 will be viewed as the six-month envelope that delivered a complete evolution for humanity."
3. Companies Identified
Google DeepMind
- Description: Alphabet's AI research lab.
- Why mentioned: Produced two of the listed ASI indicators, in fusion physics and protein design.
- Quotes: "Google DeepMind's Gemini 4 found new exact solutions for holding plasma inside asymmetrical stellarator fusion reactors." / "Google DeepMind released AlphaProtein Novo, which designs brand new enzymes from scratch for reactions that don't exist in nature, including ones that break down a plastic pollutant."
Anthropic
- Description: AI lab behind the Claude model family.
- Why mentioned: Dogfooding AI to replace core engineering infrastructure; its models underpin multiple scientific discoveries listed.
- Quotes: "Anthropic replaced git with Scion, an in-house version control system built largely by Claude, after daily code merges grew 12x in four months."
OpenAI
- Description: AI lab behind GPT models.
- Why mentioned: Released a large batch of AI-produced math papers; its GPT-6 Astra was used in plasma physics research.
- Quotes: "OpenAI's release of 719 new maths papers produced by its private, internal model." / "Prof Matt Landreman used GPT-6 Astra to find two new families of exact 3D plasma equilibria."
Sakana AI (with UC Berkeley)
- Description: AI research company that co-developed the MASS self-improvement method.
- Why mentioned: Demonstrated a model improving itself without a stronger supervisor.
- Quotes: "Sakana AI and UC Berkeley's MASS lets Qwen3.6-27B act as its own solver, optimizer and judge, then fine-tune itself on its best runs, getting better with no stronger supervisor."
Vals AI
- Description: AI evaluation and agent company.
- Why mentioned: Used Claude Opus 5.5 agents for materials discovery.
- Quotes: "Claude Opus 5.5 agents at Vals AI designed one new magnet and surfaced another overlooked since 1999 as candidates for next-gen computer memory."
Tianjin University
- Description: Chinese research university.
- Why mentioned: Unveiled a tiny non-invasive brain-computer interface.
- Quotes: "Tianjin University unveiled a 3-gram 'Brain Cube' that hides in the user's hair, billed as the smallest non-invasive brain-computer interface yet."
Singapore Home Team (Ministry of Home Affairs)
- Description: Singapore's public-safety agencies.
- Why mentioned: Investing in humanoid robots for law enforcement and civil defence.
- Quotes: "Singapore opened a S$100M Home Team Humanoid Robotics Centre, aiming to put humanoids alongside police, civil defence and prison officers by 2028."
NASA (TESS)
- Description: Space agency running the TESS exoplanet survey.
- Why mentioned: Its public data enabled an AI-assisted amateur discovery.
- Quotes: "Found in seven years of public NASA data using Claude Code."
4. People Identified
Prof Terence Tao
- Description: Adelaide-born mathematician.
- Why mentioned: Criticized by the author for his skeptical stance on AI math results.
- Quotes: "I expected more from the likes of Adelaide-born Prof Terence Tao, whose gatekeeping has been incredibly disappointing to witness... though some early recovery to 16/Oct/2026."
Ray Kurzweil
- Description: Futurist and AI pioneer.
- Why mentioned: Quoted to explain why people react superficially to AI's implications.
- Quotes: "It's taken me a while to get my mental and emotional arms around the dramatic implications of what I see for the future [in AI]."
Prof Matthew Schwartz (Harvard)
- Description: Harvard physicist.
- Why mentioned: Demonstrated extreme AI-assisted research throughput.
- Quotes: "Harvard's Prof Matthew Schwartz used Claude Fable 5 to produce 36 manuscripts across 18 scientific fields in three months, including 15 never-before-computed Feynman integrals."
Prof Markus Buehler (MIT)
- Description: MIT materials researcher.
- Why mentioned: Reported an AI autonomously building simulation tools and discovering stronger graphene designs.
- Quotes: "Claude Fable 5.1 built its own atomistic simulation tool from scratch, then spent days autonomously finding design rules for tougher graphene, with some designs ~25% stronger."
Prof Matt Landreman
- Description: Plasma/fusion researcher.
- Why mentioned: Used GPT-6 Astra to overturn a decades-old conjecture in fusion theory.
- Quotes: "overturning Harold Grad's 1967 conjecture and firming up the theory behind stellarator fusion reactors."
Harold Grad
- Description: Plasma physicist whose 1967 conjecture was overturned.
- Why mentioned: His conjecture was disproven by AI-assisted work.
- Quotes: "overturning Harold Grad's 1967 conjecture."
Dr Alan D. Thompson (author)
- Description: AI analyst behind LifeArchitect.ai and The Memo.
- Why mentioned: Author; submitted to Australia's first Royal Commission on AI.
- Quotes: "My submission to Australia's first Royal Commission on AI has been well received... It hit #3 on one Amazon bestseller category and #10 in the generative AI category."
5. Operating Insights
Use AI to rebuild your own core tooling when volume outgrows legacy systems Anthropic didn't patch git; it built a replacement when merge volume overwhelmed it.
- "Anthropic replaced git with Scion, an in-house version control system built largely by Claude, after daily code merges grew 12x in four months."
Give AI agents full-stack autonomy over a research workflow, not just single prompts The most striking results came from agents building their own tools and running multi-day loops.
- "Claude Fable 5.1 built its own atomistic simulation tool from scratch, then spent days autonomously finding design rules for tougher graphene."
Pre-register predictions to make AI-assisted discoveries credible The citizen scientist published verifiable predictions before independent confirmation, a template for trust-building with skeptical audiences.
- "with dip times published ahead of NASA TESS re-observation."
6. Overlooked Insights
Self-improving training loops may reduce dependence on frontier-model supervision The MASS result suggests small open models can bootstrap themselves, which could shift the economics of who can build capable systems.
- "lets Qwen3.6-27B act as its own solver, optimizer and judge, then fine-tune itself on its best runs, getting better with no stronger supervisor."
Cheap, widely accessible AI is surfacing neglected opportunities hidden in existing data and literature Both the exoplanet and magnet findings show AI revisiting old datasets and overlooked ideas, implying value in re-mining existing public data.
- "A star 116 light-years out, with two planet candidates nobody had noticed. Found in seven years of public NASA data using Claude Code."
- "surfaced another overlooked since 1999 as candidates for next-gen computer memory."