Prime Intellect raised $20M promising decentralized AI training. Its flagship model trained on a centralized 512-GPU cluster instead. The gap between vision and execution reveals hard truths about frontier AI infrastructure.
DeepSeek's new math model matches OpenAI and Google's gold-medal IMO performance, then does what they won't: releases everything. The 685B-parameter system beat the best human Putnam score by 28 points. But did it reason, or just remember?
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.
Prime Intellect raised $20M promising decentralized AI training. Its flagship model trained on a centralized 512-GPU cluster instead. The gap between vision and execution reveals hard truths about frontier AI infrastructure.
DeepSeek's new math model matches OpenAI and Google's gold-medal IMO performance, then does what they won't: releases everything. The 685B-parameter system beat the best human Putnam score by 28 points. But did it reason, or just remember?
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.
80% of AI startup pitches at Andreessen Horowitz now feature American companies building on Chinese open-source models. The infrastructure shift happened while nobody was watching—and it carries more than just cost savings.
OpenAI's Stargate deal locked up 40% of global DRAM supply in one transaction. RAM prices tripled in weeks. Some companies saw it coming and stockpiled. Others didn't. The consumer PC market absorbs the cost of someone else's AI ambitions.
Good Morning from San Francisco, The man who helped prove AI scaling works now bets $3 billion it's
Google's AI summarizes recipes it never tested, destroying food bloggers' livelihoods. The Woks of Life family spent years documenting Chinese cooking in English. Now AI panels serve that knowledge to users who'll never learn the source.
Meta is talking to Google about buying TPUs. Wall Street panicked. But the real story isn't supplier defection—it's ecosystem politics, negotiating leverage, and the complicated game every AI company plays when chips are this scarce.
Ilya Sutskever helped prove that scale works in AI. Now he says it doesn't—and his $3 billion company is betting the future belongs to researchers with ideas, not labs with the biggest GPU clusters. The industry isn't ready for this argument.
Silicon Valley promised AI would democratize creativity. New research tracking 442 participants found the opposite: people who were more creative without AI produced better work with it. The gap didn't close. It may have widened.
Enterprises are spending billions on AI pilots, but MIT's research shows most deliver no return. It's not the technology failing. The gap between impressive demos and working systems comes down to data quality, technical debt, and organizational readiness.
Good Morning from San Francisco, Anthropic crowned its new model the coding champion. The White House invoked the Manhattan Project
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