Tech Giants Pay Up
Good Morning from San Francisco, Tech executives lined up Thursday to shower Trump with billions in AI pledges. Microsoft promised
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GPT-5's Technical Reality Check: What the Benchmarks Actually Tell Us
OpenAI's GPT-5 beats every benchmark with 74.9% bug-fixing accuracy and 96.7% tool-calling success. But a 56.8% prompt injection rate and hidden reasoning costs reveal the gap between impressive metrics and production reality.
What GPT-5 Actually Costs: Breaking Down OpenAI's Complex Pricing Structure
GPT-5's $1.25 per million tokens looks cheap until reasoning kicks in. A simple coding task can cost 5x more than expected. The three-tier system and hidden thinking tokens turn OpenAI's pricing into a puzzle where only $200/month guarantees access.
GPT-5 Ships, Apple Rallies, Tariffs Fizzle—Just Another Thursday in Tech
Good Morning from San Francisco, OpenAI ships GPT-5 today. Four versions instead of one breakthrough. Early testers yawn. The $80-per-question
GPT-5 Arrives: Bigger Context, Sharper Code, No Breakthrough
OpenAI launches GPT-5 today with three versions and doubled memory, but early testers report only modest gains over GPT-4. As competition intensifies and costs soar, the flagship release signals AI's explosive growth phase may be ending.
Trump’s 100% Chip Tariff Crumbles as Allies Carve Out Exemptions
Trump announced a 100% chip tariff that almost nobody will pay. Apple, TSMC, Samsung all exempt. Europe got a 15% cap. The real threat comes next week when Trump targets every product containing chips—from phones to refrigerators.
Apple Pledges $100 Billion to U.S. Manufacturing Amid Rising Trump Tariff Threats
Apple pledged another $100 billion to US manufacturing Wednesday, bringing its total commitment to $600 billion. But don't expect iPhones made in America—the math shows they'd cost $2,000 each. How Tim Cook keeps dodging Trump's tariff threats.
GPT-5 Debuts Thursday With Modest Gains, Rising Costs, and Big Expectations
OpenAI unveils GPT-5 Thursday after months of delays, but early testers report only modest improvements over GPT-4. The company's first attempt failed so badly they released it as GPT-4.5. Why the AI revolution might be hitting its limits.
OpenAI Breaks Silence, Alibaba Surges, Nvidia Draws a Red Line
Good Morning from San Francisco, OpenAI just went open-source. First time since 2019. Their new models run on laptops and
Alibaba Challenges Western AI Dominance With Open-Source Image Model
Alibaba's free Qwen-Image model just outperformed paid AI tools from OpenAI and others on key benchmarks. The open-source approach challenges the subscription model that dominates image generation, especially for non-English markets.
Beijing Confronts Nvidia Over Spy Tech Fears in H20 Processor
Nvidia denies backdoors exist in its chips after China calls out US hypocrisy. While Washington once warned against Huawei's hidden vulnerabilities, it now wants tracking in American semiconductors. The reversal threatens trade talks and trust.
Inside the $28 Million AI Chip Smuggling Ring That Fooled U.S. Export Controls
Two California residents built a $28 million pipeline shipping Nvidia's most powerful AI chips to China through fake companies. Their paranoid texts about checking for trackers became the evidence that brought them down. Now they face 20 years.
Claude Opus 4.1 Pushes Prices Higher While Progress Stalls
Anthropic's Opus 4.1 costs 10x more than competitors for a 2% performance bump. While OpenAI readies GPT-5, Anthropic ships an honest ".1" release that actually performs worse on some tasks. The premium AI pricing bubble might be about to pop.