@kimmonismus bursting for proprietary frontier labs rather than open source players who focus on efficiency rather than cost as a moat.
BIG TECH
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Unfair comparison: US costs soar, Chinese open source gains
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Unfair comparison as revenue figures not quite apples to apples plus over time I can see the Chinese open source gaining massive momentum as US frontier model costs skyrocket – the most of size and scale results in an Achilles heel of soaring costs
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MistralAI uses Brave Search API, but more complex than claimed
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ERRATA IN REPLY TWEET. I thought it was a joke, but yes, @MistralAI does use the Brave Search API for its web searches. However, it's a bit more complicated than what that mister over there wants us to believe. Brave Search does have a ZDR (Zero Data…
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Meta AI leads in female users; ChatGPT dominates AI market
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Meta AI is the only AI chatbot with a higher percent of women who use AI than men (15% vs 13%). Gemini and Copilot have the largest differential in market usage (9). ChatGPT just still so far ahead of any other player.
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ChatGPT dominates chatbot market at 44%, Gemini and Meta AI trail
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ChatGPT is the most popular chatbot, by a high margin (44% versus Gemini at 24%). I remain surprised at the high use of Meta AI (14%), but not surprised at the ratio of ChatGPT to Claude (7.33:1). A good reminder at how few people must be using Codex or Claude Code or
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SpaceX/xAI gets Nvidia GB300 chips for $150M/month
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SpaceX (xAI) becoming the next Oracle.
Reflection apparently has immediate access to Nvidia GB300 chips via SpaceX and will pay $150 million per month starting July 1, 2026.
If the deal continues until 2029, the total value would reach approximately $6.3 billion -
GPT-5.5-Cyber: OpenAI’s new model for authorized defensive cybersecurity work
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GPT-5.5-Cyber is our most capable cyber model yet, designed for advanced, authorized defensive work: tracing vulnerable code, validating issues, developing patches, and preparing evidence for human review.
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Announcement of new GPT-5.6, Pro, and bidirectional voice models this Thursday
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It looks like we are going to have a whole range of new GPT models this Thursday: GPT-5.6, 5.6 Pro, and a new bidirectional voice model. Initial tests of the voice model have been exceptional, this is exactly what I was hoping for two years ago!
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NVIDIA PiD decodes AI latents to 4K in under a second
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Can you decode AI latents to 4K images in under a second? NVIDIA researchers introduce PiD, a pixel diffusion decoder that unifies decoding and upscaling into one fast step. It converts 512×512 latents to 2048×2048 pixels in under 1 sec on a consumer RTX 5090 — 6x faster than
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Google Crushed by Open-Source Chinese Models Despite Infinite Resources
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Google: Infinite data. Unlimited compute. Still crushed by open-source Chinese models