Insider model access is the new insider trading.
ECONOMY
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The AI bubble is postponed, we continue to inform.
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The AI bubble is postponed. We will continue to inform.
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Model pricing: soon 100x more expensive?
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Pricing. According to reports, roughly double the current pricing levels of Claude Opus — down from the 5x Opus suggested by Mythos's initial pricing. Next time, they'll announce that the new model is 100x more expensive, so we are
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NYT roundtable on AI’s future and workplace winners
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The New York Times published a roundtable discussion between @DAcemogluMIT
, @deanwball
, @clarashih & myself about the future of AI & who wins at work. I think it is a really nice overview of the core debates on the topic, and has some fun examples. -
Siri runs on custom Google Gemini model costing $1 billion annually
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5/ Siri runs on a custom Google Gemini model, reported at around $1 billion a year.
The numbers come from Bloomberg, not Apple. The deal is real. -
Second axis for AI evaluations: cost or time instead of performance
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extremely important We now need a second axis for AI evaluations: cost or time, and not just performance. Previously, models were weak enough that the only relevant question was: can they accomplish the
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OpenAI enters third phase as economy reshapes around AI
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OpenAI is "entering the third phase. The economy is beginning to reshape around AI." – The first phase of OpenAI was about doing research toward AGI
– The second phase began when the research became relevant to the real world and OpenAI became a product company Their goal for -
Tau Scaling: AI inference as system-level time problem in post-Moore era
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My takeaway: AI inference is no longer just a model problem. It's a system-level time problem. For enterprise leaders, AI performance and AI economics are becoming inseparable. Learn more about Tau Scaling and what it means for the post-Moore era: https://
chinaxiv.org/abs/202605.002
24?locale=en
… What -
Anthropic’s internal contradiction: AI job impact vs Pope warning
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A walking contradiction: On the one hand, Daniela from Anthropic says that AI has hardly replaced any jobs so far, on the other hand, co-founder Olah warns the Pope about the disruptive effect of AI on the labor market and society. pic.twitter.com/kprlE7N7B0
— Chubby♨️ (@kimmonismus) 8 juin 2026A walking contradiction: On the one hand, Daniela from Anthropic says that AI has hardly replaced any jobs so far, on the other hand, co-founder Olah warns the Pope about the disruptive effect of AI on the labor market and society.
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Banks prepare for AI-driven job cuts, executives say
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Interestingly, banks are the sector where AI will first cause significant job losses. Banks are openly preparing for AI-driven job cuts, with executives at JPMorgan, Citigroup, Goldman Sachs, and Standard Chartered acknowledging that roles will be eliminated as the technology