AI Dynamics

Global AI News Aggregator

@latentspacepod

TSMC Taiwan Risk AI Chips Hyperscaler Capex Analysis

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@latentspacepod

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26 February 2026 22h24

For our first episode of our new show In-Context Cooking, we have the Founder & CEO of SemiAnalysis Dylan Patel.

We talk about:
• Taiwan endgame scenarios & TSMC risk
• AI export controls + Chinese talent flight
• $180–200B hyperscaler capex (is this a bubble?)
• Nvidia vs… pic.twitter.com/qvJCoGCiVq
— Latent.Space (@latentspacepod) 26 février 2026

For our first episode of our new show In-Context Cooking, we have the Founder & CEO of SemiAnalysis Dylan Patel. We talk about:
• Taiwan endgame scenarios & TSMC risk
• AI export controls + Chinese talent flight
• $180–200B hyperscaler capex (is this a bubble?) • Nvidia vs

→ View original post on X — @latentspacepod,

26 February 2026
Open Source Project Tracks 2025 Historical Events

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@latentspacepod

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26 February 2026 1h15

It's time to start tracking this. https://
wtfhappened2025.com open source. we'll maintain the first draft of this special time in history.

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26 February 2026
AI for Science Podcast Now Available Everywhere

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@latentspacepod

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25 February 2026 18h50

now available wherever the finest AI for Science podcasts are sold:

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25 February 2026
CPU Shortage in AI: Less Extreme Than Memory Crisis

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@latentspacepod

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25 February 2026 17h53

and yes – we even talk about the cpu shortage! just less extreme than memory.

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25 February 2026
Coding Agent Launches Focus on Closing the Outer Loop

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@latentspacepod

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25 February 2026 3h21

[24 Feb 2026] Lots of launches today. We found the one thread that ties through some of the major coding agent launches: everyone is working on closing their Outer Loop.

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25 February 2026
Claude Code Now Writes 4% of All Code Globally

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@latentspacepod

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24 February 2026 23h13

Double pod with @fabknowledge of @SemiAnalysis_
! Claude Code for Finance + The Global Memory Shortage https://
latent.space/p/valuemule One year ago today, @bcherny released Claude Code to the world as part of the Sonnet 3.7 launch. One year later, it is now writing 4% of all code

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24 February 2026
Mario joins AidotEngineer Europe event soon

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@latentspacepod

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24 February 2026 17h56

Mario is joining us for @aidotengineer europe soon!!!

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24 February 2026
Model companies raise capital and deploy AI models in one year

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@latentspacepod

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24 February 2026 3h00

"In the past if you raised money, you basically had to wait for engineering to catch up, which famously doesn't scale, like the mythical man-month that took a very long time. But that's not the case here.

A model company can raise money and drop a model in a year and it's… https://t.co/jtAkbJwG6B pic.twitter.com/4njNfM4NKn
— Latent.Space (@latentspacepod) 24 février 2026

"In the past if you raised money, you basically had to wait for engineering to catch up, which famously doesn't scale, like the mythical man-month that took a very long time. But that's not the case here. A model company can raise money and drop a model in a year and it's

→ View original post on X — @latentspacepod,

24 February 2026
SWE-Bench Verified Deprecation: End of Major AI Benchmark

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@latentspacepod

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23 February 2026 21h12

The End of SWE-Bench Verified (2024-2026) https://
latent.space/p/swe-bench-de
ad
… Today @OpenAIDevs is announcing the voluntary deprecation of SWE-Bench Verified! We're releasing a podcast + analysis in today's post. Saturation of SWE-Bench has been a community hot topic for over a year –

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23 February 2026
Imitation Learning in AI: Beyond Mimicry to True Learning

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@latentspacepod

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31 January 2026 3h30

"I think that humans do need some form of imitation learning. I think everybody starts out by imitating.

It's like sports. When you play sports, you start off by imitating but you cannot imitate forever because you need to learn."

Yi Tay talks more about the analogies of… https://t.co/EEfkmRSDb5 pic.twitter.com/kblSrPiwyr
— Latent.Space (@latentspacepod) 31 janvier 2026

"I think that humans do need some form of imitation learning. I think everybody starts out by imitating. It's like sports. When you play sports, you start off by imitating but you cannot imitate forever because you need to learn." Yi Tay talks more about the analogies of

→ View original post on X — @latentspacepod,

31 January 2026