Whether SpaceX/ Xai is making money on the deals with Google and Anthropic or losing money, they are waving the towel on winning the frontier model race— by arming their competitors rather than themselves.
BIG TECH
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New Claude Mythos 5 Model Slug Spotted; New Model Class Coming?
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BREAKING : A new Claude Mythos 5 model slug has been spotted via Dev Mode. Claude Mythos is planned to be released as its own model class, besides Haiku, Sonnet and Opus model families. Soon?
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Trump targets AI, Europe and France without global giants
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Trump wants to take stakes in AI giants. Even the homeland of the free market now considers AI a strategic asset. In China, it's even more blatant… And Europe? It hasn't created a single global AI giant. And France? It has neither the giants, nor
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xAI/SpaceX becomes neo-hyperscaler for frontier AI compute
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xAI/SpaceX is increasingly becoming an AI infrastructure player, potentially one of the most important „neo-hyperscalers” for frontier AI compute. Grok is good, but its user base remains comparatively small. In that sense, repurposing Colossus to rent out compute capacity is a
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Elon Musk, deemed crazy, sees Google rent Colossus for $1B monthly
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Incredible! Elon Musk, considered "crazy" by industry "experts," takes it all. Again. GOOGLE signs and asks ELON MUSK to use Colossus to run their AI for $1 billion per month. This announcement follows Anthropic, creator of the AI
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Tesla sales up in China, AI far ahead says Scobleizer
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Meanwhile in China Tesla sales are up. You have no clue how much ahead Tesla’s AI is.
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Seismic shift: Mistral benefits as US AI trust declines
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Seismic shift It’s a good day to be Mistral. Nobody is going to trust an American AI company that is partly owned by the US Government. Just the way the US doesn’t trust Huawei. After this meeting, everything is going to change. I don’t think either Washington or
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Musk’s Grok 5 AGI boast fades to CoreWeave copycat plan
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Elon, last year: Grok 5 has a 10% chance of becoming world’s first AGI. Elon, this year: Never mind, we’re gonna be like CoreWeave, but bigger.
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Elon leasing LLMs contradicts ‘scale is all you need’
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If scale was “all you need”, Elon would be hoarding LLMs, not leasing them.
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Anthropic’s pause proposal aims for dominance, not humanity’s good
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As for me, I think Anthropic's recent pause proposal is not something being suggested to help humanity. It is being put in place to better position Anthropic to dominate. For more see: https://
open.substack.com/pub/bobgourley
/p/anthropics-pause-proposal-is-about
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