Your Anonymous Posts Cost $4 to Trace. The Price Is Still Falling.
ETH Zurich and Anthropic researchers matched 226 anonymous Hacker News accounts to real identities at 90% precision using standard LLM tasks.
OpenAI calls it the "electron gap." Chinese data centers pay 3 cents per kilowatt-hour. American ones pay 7-9 cents. Morgan Stanley projects a 44-gigawatt US shortfall by 2028. The AI race is now about who built the grid.
Three AI rivals donate competing protocols to a new Linux Foundation project. They call it open governance. But Zemlin's Tokyo speech—citing $24.8B bleeding to Chinese alternatives—reveals the real calculus: pour concrete before Shenzhen arrives.
Google's AI Mode doesn't match ads to keywords anymore. It reads its own AI-generated answers and decides what you meant to ask. Two decades of SEO expertise just became obsolete. The advertising industry hasn't noticed yet.
While the AI industry chases reinforcement learning, Essential AI made the opposite bet. Their new 8B model embodies a thesis about where machine intelligence originates. The transformer's co-inventor is calling the shots on research.
The New York Times sued Perplexity for copyright infringement—months after signing an AI licensing deal with Amazon. Perplexity built revenue-sharing programs for publishers. The Times declined to join any of them. Now lawyers are involved.
Meta is cutting its metaverse budget by 30%. Wall Street cheered. But the money isn't disappearing—it's moving to AI glasses and wearables. Is this fiscal discipline or just the same spending habit with a new label?
Meta's stock jumped 5.7% on news of metaverse cuts. Investors celebrated Zuckerberg walking away from his $70 billion bet. But the day before, Meta hired Apple's top designer for Reality Labs. What's actually happening here?
Bloomberg called it a "major coup." Inside Apple's design ranks, the mood was giddy. The near-universal relief at Alan Dye's departure reveals uncomfortable truths about a decade of design leadership—and what it means for both companies.
Three years ago, Google panicked over ChatGPT. Now OpenAI declares 'code red' to fix its product while shelving the ad revenue it desperately needs. The structural advantages have flipped.
David Sacks holds 449 AI investments while crafting Trump's AI policy. The Times investigation reveals how ethics rules made this legal. The scandal isn't the conflict—it's the system that permits it.
Alibaba's Qwen3-VL finds single frames in two-hour videos with 99.5% accuracy. But on complex reasoning benchmarks, GPT-5 leads by nine points. Open-source vision models now see better than they think.
Alibaba has never shipped consumer hardware. Now they're selling AI glasses across 604 stores in China. The real product isn't eyewear—it's a pipeline to their 34%-growth cloud business. Here's what Western competitors are missing.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.