Category: Uncategorized
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Passing Your Evals Doesn’t Mean You’re Safe
Evals are part of every serious conversation about putting AI into production. Teams define benchmarks, set thresholds, and increasingly run red teams to see how the system holds up against someone actively trying to break it.…
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What Workday, OpenAI, and a German court have in common
Passing Your Evals Doesn’t Mean You’re Safe Evals are part of every serious conversation about putting AI into production. Teams define benchmarks, set thresholds, and increasingly run red teams to see how the system holds up…
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If the Labs Wobble, the Clouds Feel It First
I have written separately about the shaky economics behind the data center boom and the growing pressure on the frontier labs. This post connects the two. Microsoft reported $24.1 billion of revenue from its OpenAI relationship,…
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Inside AMD’s AI Bet
Table of Contents What AMD Actually Sells Now The Software Story, Which Is the Whole Story The Open-Standards Bet Who’s Buying, and How the Money Actually Moves Where This Could Still Come Apart What It Means…
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Specialized AI Is Getting Easier to Build
Last week I argued that open models will absorb most of the money and compute the world spends on AI. A week later, open weights are even more central to the conversation. Recent releases have made…
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The Big AI Labs Are Suddenly Competing with Your Own Data
Specialized AI Is Getting Easier to Build Last week I argued that open models will absorb most of the money and compute the world spends on AI. A week later, open weights are even more central…
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Multiple Dials, Not One: Reading an Open Model Release
The most useful thing I’ve learned watching this latest round of open model releases is that “open” has stopped predicting anything. It used to be a reliable shorthand for cheap and second-tier. Now the top-ranked open…
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AI Can Win While Data Centers Lose
I keep coming back to the same uncomfortable math on AI data centers: the money going in is piling up faster than any economic proof that it should. Usage of AI systems has reportedly been climbing…
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Three New Models, One Signal About Where AI Spending Goes Next
Three frontier level models landed within weeks of each other this fall, GLM 5.2 from Zhipu, Kimi K3 from Moonshot, and Gemini 3.6 Flash from Google, and I wanted to capture early developer reaction so I…
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Open Models Will Absorb Most of the AI Spend
Here is my bet: open models (open weights and open source alike) will end up absorbing most of the money and compute the world spends on AI. The proprietary frontier models get the headlines and the…
