The AI Incentives Game

China's labs kept coming: Z.ai's GLM-5.3 claimed Mythos-5-level cyber chops and DeepSeek's V4-Pro landed to mixed reviews. OpenAI gave ChatGPT a memory of your Mac, the Journal flagged $121B in paper profits, and Claude agents started a turf war. Links China's Z.ai Touts New GLM- ...  Show more

Anthropic's investors talked up a $2T+ October IPO, even as data showed Fable 5 barely selling. Google cut prices on Gemini 3.7 Flash, OpenAI previewed a 14× faster tier, Trump enlisted private hackers, and Twitch fed Amazon's AI. Links Google's Gemini 3.7 Flash targets coding an ...  Show more

Episode 43: How massive is the $500 billion AI Stargate Project, and what does it mean for the future of AI? Matt Wolfe ( https://x.com/mreflow) and Nathan Lands ( https://x.com/NathanLands) break down this monumental development and discuss its implications. This episode delves in ...  Show more

Artificial Intelligence has gained ground so fast that OpenAI, the firm powering ChatGPT, is changing Silicon Valley’s <a href="https://www.economist.com/leaders/2024/09/19/the-breakthrough-ai-needs?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_c ...

In this episode, we dive into Meta's strategic move to open-source its AI technology, analyzing how this gamble could potentially challenge the dominance of OpenAI's ChatGPT in the AI chatbot space. We discuss the implications of this tactic on the AI industry, the competition it ...  Show more

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) DeepSeek r1, an efficient, cheap reasoning model from China 2) How DeepSeek stacks up against the state of the art 3) Does DeepSeek invalidate the billions of dollars invested in curren ...  Show more