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7/27: Nvidia Does A Lot Of Stuff
Nvidia invests $5B in SSI, will guarantee $250-350B in financing for an OpenAI data center, and has launched the Open Secure AI Alliance. CXMT stock…
 • Theo Jaffee
OpenAI Cries Wolf About Actual Wolf
It's reasonable to maintain a healthy skepticism of corporate comms. But the Hugging Face incident wasn't a guerilla marketing tactic. Sometimes there…
 • MTS and Gabriel
7/24: Open Letter, Open Models, Opus 5
Nvidia open letter on open-weights, Claude Opus 5, Midjourney acquires Co-Star
 • Theo Jaffee
The Long Road to IRL AI
The incredible progress made by LLMs is spurring renewed focus on AI in the physical world and bringing new urgency to a race that started long before…
 • MTS and Gabriel
7/23: Google's Free Cash Flow Is... Negative?
Plus: AI Kill Switch Act, FRONTIER Act, AMD product launch, Etched raises, Khosla raises, FLUX 3, Cognition acquires Interaction
 • Theo Jaffee
7/22: Open Source Wars
Kratsios says Kimi distilled Fable, OAI cloud spending hits $750B, Codex rips, AMD x Anthropic deal, new SpaceXAI datacenter, Anthropic doubles election…
 • Theo Jaffee
OpenAI's Lab Leak
At long last, we have created Skynet from 2003 sci-fi action film, Do Not Create Skynet. It'll probably be fine though.
 • MTS and Gabriel
7/21: Huge News Day
OpenAI cyber incident, Moonshot to raise at $50B, Gemini 3.6 Flash, Claude Cowork skills, possible China export controls, AI policy packages
 • Theo Jaffee
7/20: Fable Resolves An 87-Year-Old Math Problem
Jacobian conjecture disproven, the US might regulate open-source, new Google chip, Moonshot to IPO, Alibaba Qwen3.8 released
 • Theo Jaffee
Who's Afraid of the Big Bad Weights?
A post by Dean Ball has attracted criticism and condemnation from several sources. But much of the discourse misses the point.
 • MTS and Gabriel
Moonshot's Red Queen
Kimi K3 is an open-source, open-weight frontier model. But the focus on unit economics is misguided. It has bigger implications for the labs and AI…
 • MTS and Gabriel
7/17: Xi Jinping Is AI-pilled
China unveils WAICO, Meta may sell compute to Anthropic,
 • Theo Jaffee
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