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Models like Kimi K3, Grok 4.5, and Muse 1.1 may prevent the dominance of 2-3 frontier labs with 90% inference margins from hurting other AI ecosystem layers (Gavin Baker/@gavinsbaker)

Models like Kimi K3, Grok 4.5, and Muse 1.1 may pr...

3 months ago 20 Add to circle

Kimi K3 hype shouldn't alarm the US about "losing the AI race" to China as K3 is strong but not frontier-level and likely lacks dangerous cyber capabilities (Transformer)

Kimi K3 hype shouldn't alarm the US about "losing ...

3 months ago 21 Add to circle

ASML plans to give its ~45K employees globally a €20,000 bonus, issued as a share award vesting in 2030, joining other chip industry companies offering payouts (Sarah Jacob/Bloomberg)

ASML plans to give its ~45K employees globally a €...

3 months ago 25 Add to circle

AI inference startup General Compute gets a $400M loan from tech investment firm Upper90, seemingly the first deal using inference-specific chips as collateral (Tim Fernholz/TechCrunch)

AI inference startup General Compute gets a $400M ...

3 months ago 23 Add to circle

Sources: the EU is set to approve the $55B acquisition of EA under its subsidy rules on July 30; the deal includes Saudi Arabia's PIF, Silver Lake, and more (Foo Yun Chee/Reuters)

Sources: the EU is set to approve the $55B acquisi...

3 months ago 25 Add to circle

San Francisco sends legal notices to Apple and Google demanding they take down 13 AI apps used to make deepfake nude images; Google says it has deleted the apps (Matt Burgess/Wired)

San Francisco sends legal notices to Apple and Goo...

3 months ago 20 Add to circle

Sources: Apple has sent personal legal warnings to ~40 former employees who now work at OpenAI, asking them to preserve documents and meet with its lawyers (Michael Acton/Financial Times)

Sources: Apple has sent personal legal warnings to...

3 months ago 24 Add to circle

At the World AI Conference, Xi Jinping touts open-source AI, pledges to help the Global South build AI capabilities, and calls unequal AI access an "injustice" (Reuters)

At the World AI Conference, Xi Jinping touts open-...

3 months ago 18 Add to circle

The Alphabet Workers Union sends a layoff protection petition with 4,500+ signatures to Sundar Pichai, calling for guaranteed severance and buyout options (Sanya Mansoor/The Guardian)

The Alphabet Workers Union sends a layoff protecti...

3 months ago 26 Add to circle

Sources: Z.ai is on track to achieve an annual recurring revenue of $1B, a first for a Chinese AI company, after achieving its full-year sales target in July (Bloomberg)

Sources: Z.ai is on track to achieve an annual rec...

3 months ago 21 Add to circle

Sources: Dave Brown, former SVP of AWS Compute, AI, and Platform, will join Meta in the coming weeks, where he will work on the company's data center build-out (Anissa Gardizy/Wall Street Journal)

Sources: Dave Brown, former SVP of AWS Compute, AI...

3 months ago 22 Add to circle

Sources: Tata plans India's first large-scale chip fab in Dholera, Gujarat, mostly using 90nm nodes, a far humbler start than the 28nm node it touted earlier (Bloomberg)

Sources: Tata plans India's first large-scale chip...

3 months ago 30 Add to circle

During an internal meeting, Satya Nadella criticized Claude Fable 5 for being "editorially controlled", saying its refusal to do "random things" makes no sense (Jordan Novet/CNBC)

During an internal meeting, Satya Nadella criticiz...

3 months ago 30 Add to circle

Source: Demis Hassabis plans to hold meetings with US policymakers in Washington next week about his proposed US-based Standards Body for "Frontier-class" AI (Shirin Ghaffary/Bloomberg)

Source: Demis Hassabis plans to hold meetings with...

3 months ago 37 Add to circle

Court doc: a US federal jury says Japanese chipmaker Kioxia owes Viasat $229M for infringing Viasat's flash-memory patent that helps devices use less energy (Blake Brittain/Reuters)

Court doc: a US federal jury says Japanese chipmak...

3 months ago 24 Add to circle

Source: Microsoft plans to release an AI security tool this month using models from Anthropic, OpenAI, and itself, as a cost-effective Mythos alternative (Aaron Holmes/The Information)

Source: Microsoft plans to release an AI security ...

3 months ago 24 Add to circle

Kalshi is offering wagers on the outcomes of late-stage clinical drug trials and regulatory decisions, launching a pilot of 13 new biotech contracts (Madison Muller/Bloomberg)

Kalshi is offering wagers on the outcomes of late-...

3 months ago 26 Add to circle

Sources: Coatue is leading a $3B investment in Databricks that values the data analytics software company at $188B, a 40% increase from its December valuation (Wall Street Journal)

Sources: Coatue is leading a $3B investment in Dat...

3 months ago 22 Add to circle