The recent shift towards reasoning models, requiring 100x more compute power, is a major tailwind, confirmed by OpenAI's upcoming move to make GPT 4.5, the last non-reasoning model. I believe Nvidia ...

With open source driving the cost of AI models down, attention is turning to the products they power. With open source driving the cost of AI models down, attention is turning to the products they ...

GPT-5 isn’t some giant leap in raw intelligence—it’s a pretty brilliant router. I remember when GPT-4 landed: It felt like the world changed. It was a clear step up: Models suddenly reasoned, wrote ...

For years, companies have been conditioned to believe that AI progress is essentially a compute problem: buy more GPUs, run larger models, fine-tune them on more data and watch capability rise. Yet ...