Global AI industry trends, chip wars, and competitive dynamics.
13 posts
I couldn't sleep after a conversation about shipping more work publicly, so I built frouter at 3am. It pings free AI models in real-time and wires them into your coding tools with one keystroke.
An open-source context engineering skillset just crossed 10k GitHub stars. After applying it to my own agent stack, I finally understand why agents fail.
Thomas Wolf's five predictions for how AI will fundamentally reshape software architecture, from the end of dependency culture to AI-native programming languages.
Peter Steinberger joining OpenAI isn't just a talent grab. It signals the dawn of AI-native messengers that could redefine how we communicate.
OpenAI's $10B Cerebras deal, Nvidia acquiring Groq, and Google TPU mega-contracts signal a tectonic shift from GPU-centric training to inference-first silicon.
While the market warns of GPU overcapacity, OpenAI declares it needs even more compute. The real winner won't be whoever has the most power - it'll be whoever closes the gap between AI capability and actual user experience.
a16z's Glass Slipper Effect and Bessemer's AI Supernova report reveal why AI startups are burning GPU costs as marketing - and why pricing walls will kill you faster than losses.
DeepSeek V4, Chinese model infiltration, historic IPOs, and global expansion - Week 2 data points to China reshaping the AI landscape in 2026.
A game-style status bar for Claude Code that shows context usage, active tools, sub-agents, and todo progress in real time.
The file-based memory system behind Manus's $2.5 billion valuation is now a free Claude Code skill. Here's why it matters for every AI agent builder.
Poetiq's recursive meta-system became the first to surpass 50% on ARC-AGI-2, the benchmark designed to test true general intelligence. Here's how a 6-person team outperformed Google at half the cost.
Bigger context windows don't make AI smarter. RLM flips the script by letting LLMs write code to selectively read massive documents instead of ingesting them whole.
Xiaomi hired one key researcher from DeepSeek and instantly became a top-tier AI model developer. What this means for the industry's real moat.