Analysis
Why Fei-Fei Li, Yann LeCun and DeepMind Are All Betting on “World Models” — and How Their Bets Differ
Gaussian splats, SIMA 2, JEPA and Genie 3 — and why “world model” now means three very different things at once.
November 13, 2025
News
China's AI Upstart Moonshot Stuns Silicon Valley Again With a $4.6 Million Wonder
Moonshot AI's open-source Kimi K2 Thinking model claims GPT-5-class benchmarks for a $4.6 million training bill, forcing U.S. rivals to reconsider their moats.
November 7, 2025
News
Jensen Huang's Stark Warning: China's 1 Million AI Workers vs America's 20,000
Nvidia CEO's leaked private dinner remarks in Taipei expose a 50-to-1 talent gap and warn that US export controls are accelerating—not stopping—China's AI race.
November 6, 2025
News
OpenAI's Bailout Blunder: How a CFO's Words Ignited a Firestorm
A clumsy remark about government 'backstops' by OpenAI's CFO forced a public denial from Sam Altman, revealing deep anxieties about the company's trillion-dollar AI ambitions and the limits of public support.
November 6, 2025
Analysis
Why Is Everyone Building an AI Browser?
OpenAI’s Atlas joins Comet, Dia, Edge Copilot, Brave Leo, Opera Neon and more. The browser is becoming the new AI surface — but the real fight is over trust boundaries.
October 31, 2025
Analysis
When the Big Clouds Blink: AWS, Azure, Fly.io and the Edge of AI Infrastructure
Recent AWS and Azure outages show how centralised cloud is straining, why smaller providers like Fly.io hit harder walls, and what Discord’s data strategy says about AI-era storage.
October 30, 2025
Analysis
Why Grammarly Could Buy Superhuman When Everyone Thought It Was the One in Trouble
The AI ‘has already killed Grammarly’ narrative never matched the company’s distribution, revenue or cash position — and Superhuman’s LLM-driven momentum actually made it a better target, not a stronger rival.
October 30, 2025
Analysis
1X’s Home Robot Is Open for Preorders — and for Remote Operators
A consumer humanoid that ships in 2026, is teleoperated today, and is already raising questions about labor, privacy and how the robotics industry markets itself.
October 29, 2025
Analysis
Anthropic Built MCP. Then It Shipped Skills. Is That a Pivot or a Plan?
MCP won the argument for a shared agent-to-system protocol. Skills won the right-now moment. That looks less like a U-turn and more like Anthropic admitting that standards live on a different clock from developer adoption.
October 20, 2025
Analysis
From Classroom Boards to Edge AI: Why Qualcomm Thinks Arduino’s Community Is the Moat
Qualcomm didn’t buy an open-source logo — it bought the fastest on-ramp to millions of edge developers, and now it has to prove it can stay ‘chip-neutral’ while pushing its own AI silicon.
October 7, 2025
Analysis
Why DJI Keeps Choosing the 1/1.3-Inch Sensor
DJI's repeated use of the same-class sensor is a supply-chain play as much as a product choice, and it rhymes with Apple's long-awaited iPhone 17 front camera overhaul.
October 1, 2025
Analysis
Why AI App Builders Are Quietly Moving Server-Side
lovable.dev, bolt.new and the end of the purely ‘vibe’ coding era.
September 30, 2025
Analysis
Why Fei-Fei Li, Yann LeCun and DeepMind Are All Betting on “World Models” — and How Their Bets Differ
Gaussian splats, SIMA 2, JEPA and Genie 3 — and why “world model” now means three very different things at once.
November 13, 2025
News
Jensen Huang's Stark Warning: China's 1 Million AI Workers vs America's 20,000
Nvidia CEO's leaked private dinner remarks in Taipei expose a 50-to-1 talent gap and warn that US export controls are accelerating—not stopping—China's AI race.
November 6, 2025
Analysis
Why Is Everyone Building an AI Browser?
OpenAI’s Atlas joins Comet, Dia, Edge Copilot, Brave Leo, Opera Neon and more. The browser is becoming the new AI surface — but the real fight is over trust boundaries.
October 31, 2025
Analysis
Why Grammarly Could Buy Superhuman When Everyone Thought It Was the One in Trouble
The AI ‘has already killed Grammarly’ narrative never matched the company’s distribution, revenue or cash position — and Superhuman’s LLM-driven momentum actually made it a better target, not a stronger rival.
October 30, 2025
Analysis
Anthropic Built MCP. Then It Shipped Skills. Is That a Pivot or a Plan?
MCP won the argument for a shared agent-to-system protocol. Skills won the right-now moment. That looks less like a U-turn and more like Anthropic admitting that standards live on a different clock from developer adoption.
October 20, 2025
Analysis
Why DJI Keeps Choosing the 1/1.3-Inch Sensor
DJI's repeated use of the same-class sensor is a supply-chain play as much as a product choice, and it rhymes with Apple's long-awaited iPhone 17 front camera overhaul.
October 1, 2025
News
China's AI Upstart Moonshot Stuns Silicon Valley Again With a $4.6 Million Wonder
Moonshot AI's open-source Kimi K2 Thinking model claims GPT-5-class benchmarks for a $4.6 million training bill, forcing U.S. rivals to reconsider their moats.
November 7, 2025
News
OpenAI's Bailout Blunder: How a CFO's Words Ignited a Firestorm
A clumsy remark about government 'backstops' by OpenAI's CFO forced a public denial from Sam Altman, revealing deep anxieties about the company's trillion-dollar AI ambitions and the limits of public support.
November 6, 2025
Analysis
When the Big Clouds Blink: AWS, Azure, Fly.io and the Edge of AI Infrastructure
Recent AWS and Azure outages show how centralised cloud is straining, why smaller providers like Fly.io hit harder walls, and what Discord’s data strategy says about AI-era storage.
October 30, 2025
Analysis
1X’s Home Robot Is Open for Preorders — and for Remote Operators
A consumer humanoid that ships in 2026, is teleoperated today, and is already raising questions about labor, privacy and how the robotics industry markets itself.
October 29, 2025
Analysis
From Classroom Boards to Edge AI: Why Qualcomm Thinks Arduino’s Community Is the Moat
Qualcomm didn’t buy an open-source logo — it bought the fastest on-ramp to millions of edge developers, and now it has to prove it can stay ‘chip-neutral’ while pushing its own AI silicon.
October 7, 2025
Analysis
Why AI App Builders Are Quietly Moving Server-Side
lovable.dev, bolt.new and the end of the purely ‘vibe’ coding era.
September 30, 2025