Today’s theme: the ‘best of the rest’ AI models. This week the two top US frontier models came off ice — Anthropic’s Fable 5, freed after the three-week ‘Blip 2.0’ stoppage, and OpenAI’s GPT-5.6, freed from its gated release. Now we’re seeing the best of...

I’ve discussed for a long while how China’s tech/AI companies large and small have taken the lead globally in open source AI models this AI Tech Wave. The lead was ceded by Meta’s global Llama models lead a couple of years ago, as it shifted its focus to...

Today’s theme: the US and China continue to work at cross-purposes on AI — both within and outside their borders. Almost every day, each country seems to reach for kryptonite against its own AI superpowers. Politicians and regulators on both sides keep...

It’s been three weeks after Anthropic’s screeching halt called by the US Government, in what I’ve been calling ‘The Blip 2.0’, and the green light to Anthropic in releasing Fable 5 (though not Mythos 5 for now). The US Government after also held back...

Today’s theme: AI price umbrellas getting larger. Led by the frontier labs — Anthropic especially, and OpenAI to a degree — the AI companies are widening the prices they charge their best customers for their latest and greatest models, and moving to a...

I’ve been relentlessly discussing the accelerating ‘RAMageddon’ where global memory supply constaints and unprecedented price increases, would be a multi-year feature of this AI Tech Wave. And not a quarterly boom and bust cycle for memory chip...

Today’s theme: what’s in a name? The names and definitions we’re all constantly reaching for across AI. Three events for the AI Tech Wave — SpaceXAI’s rebrand, Anthropic’s language for how Claude’s ‘mind’ works, and the US-China open-vs-closed model split...

It’s now officially three weeks since the lifting of Anthropic’s June 12 ‘Blip 2.0’ last week by the US Government. Named as such by me after ‘the Blip 1.0’ three years ago, when OpenAI’s non-profit board fired and re-hired founder/CEO Sam Altman over...

Today’s theme: AI chips — not as easy as it looks. From making the chips, to financing the chips, to making money around them. It’s all very hard, and getting harder. Three stories for the AI Tech Wave — Nvidia, SK Hynix, and Softbank — each with my...

I’ve talked about spinoffs a lot over the last three years of AI Reset to Zero. Especially around Google and its cornucopia of assets. And now there’s a resurgent interest in the Spinoff topic in technology companies in particular. And that is the...