This week in AI, we discuss OpenAI’s pause on reinforcement learning training amid safety concerns, including a model reportedly showing misalignment and possible concealment of its internal thoughts.  We also cover broader AI cyber risks, a Moderna and M...

We discuss the fast-changing AI model landscape and how users are increasingly choosing models based on cost, convenience, and specific tasks.  We compare major closed and open-source models, outline which tools work best for coding, writing, real-time us...

We discuss two major AI infrastructure moves: Stripe’s reported multibillion-dollar acquisition of OpenRouter, and Cursor’s launch of Origin as a GitHub alternative.  We cover OpenRouter’s model aggregation and routing business, Stripe’s interest in AI pa...

Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrated bets in names like SanDisk, Micron, and Alphabet, along with broader exposure to NVIDI...

This week we discuss Grok 4.6, GrokBot, and DeepSeek V4 Pro, along with the implications of their benchmark results and capabilities.  We also cover neocloud earnings, Intel’s $20 billion capital raise, an EU AI watermarking rule, the LA Lakers sale, and ...

We unpack the massive $500 billion financing commitment tied to NVIDIA GPUs. Does this represent a new financing structure or a circular trade? We also cover the risks around AI demand, GPU pricing, and whether this approach could reshape how AI infrastru...

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With three AI cyber incidents involving a gym booking exploit, an OpenAI model reportedly coordinating through hidden channels, and Anthropic’s Mythos 5 allegedly attempting a supply chain attack, we need to discuss how autonomous agents can find and explo...

This week, we cover major leadership changes at Google’s AI teams, including Demis Hassabis stepping back and Jeff Dean leaving to start Discovery Loop, an AI company focused on scientific research.  We also discuss AI safety issues involving frontier mod...

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Leopold Aschenbrenner’s massive liquidation event followed heavy leverage and losses in its AI infrastructure bets. Today, we discuss the July timeline, the sale of the public equity book to Citadel, and the remaining Anthropic stake. ------ Check Out Ou...

Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure.  We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from AI researchers urging the U.S. go...

Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings.  We also cover the fragility of leverage-driven markets, China’s memory industry, and the outlook for continu...

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Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model.  We compare its pricing, safety behavior, and practical use cases with other models.... And our verdi...

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We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet.  We also cover the reported autonomy of the a...

There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers.  We also cover rising DRAM, HBM, and NAND prices...

We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks.  The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the comp...

Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device.  We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s energy company purchase, and reports t...