Topic

AI

Analysis of the AI industry’s business decisions — model launches, pricing moves, capability claims and what the numbers behind them actually show.
Nvidia's $12.9 Billion Bet on Open Source

Nvidia's $12.9 Billion Bet on Open Source

How buying Hugging Face would let Nvidia own both ends of the AI supply chain — the chips and the place developers go to find models to run on them.
John Karpentar AI 4 min read
Z.ai's Open Model Chases Frontier for Pennies

Z.ai's Open Model Chases Frontier for Pennies

How GLM-5.3-Flash uses a new attention architecture to approach Claude Opus 4.8's coding scores at a fraction of the cost, fully open-weight.
John Karpentar AI 5 min read
Anthropic's $30 Trillion Number

Anthropic's $30 Trillion Number

A market bigger than the number is theoretical, and that's exactly the point — Anthropic isn't pitching a revenue forecast, it's pitching what kind of company it wants to be priced as.
John Karpentar AI 5 min read

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