Tech Newsletter

The Illusion of Thinking For the past year, the AI industry has been captivated by a new frontier: reasoning models. Led by OpenAI's powerful "o-series," these models promised to do more than just generate text; they could "think," breaking down complex problems and arriving

$13 Billion Alliance Can Be Fickle It is a weird feature of the modern artificial intelligence industry that a startup can be funded to the tune of $13.75 billion by a trillion-dollar behemoth and then, a few years later, reportedly consider suing that same behemoth for anticompetitive behavior. It

Google Splits With Scale AI One of the basic rules of a high-stakes, zero-sum competition is that you probably shouldn't let your biggest rival look over your shoulder while you're working on your secret plans. If you are, say, Coca-Cola, you don't hire a

Arming the Enemy One of the great themes of the modern AI era is that the need for raw computing power is so vast and so desperate that it makes for some truly strange bedfellows. The latest example is a particularly weird one: OpenAI, the company whose ChatGPT poses the

Stacking Them Up The US and China are in the middle of some very delicate trade talks this week, so naturally this was the perfect time for Huawei founder Ren Zhengfei to go on the front page of the People’s Daily and say that he isn’t worried about

Interconnects A thing that happens in any complicated business is that the bottleneck moves. Let's say you invent a pizza oven that can cook a perfect pizza in ten seconds. This is revolutionary. You are the pizza oven king. You sell your oven to every pizzeria in the

The race to build the biggest, most powerful AI models may be over. A technique called "distillation," which allows smaller models to learn from larger ones, is rapidly commoditizing cutting-edge AI, making it cheaper and more accessible than ever before. This increasingly becomes a challenge to the business

While Nvidia remains the dominant player in AI chips, its latest earnings show signs of slowing growth and increasing competition. We'll also look at Amazon's Alexa revamp, and DeepSeek's pricing strategy. Story of the Day Nvidia's Mixed Outlook as AI Spending Boom

Last week, Microsoft claimed a breakthrough in its long-running pursuit of quantum computing, announcing the creation of a new type of quantum bit, or qubit, based on a newly-created state of matter. This development, while met with some skepticism from the scientific community, could potentially accelerate the global race to