Can the US GenAI industry be saved? How? @davidsacks has called for more data centers and less regulation but it’s not like we have much substantive regulation now (and we already have more compute) and yet our lead has diminished anyway. Anyone got a better idea?
ECONOMY
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Lower-Cost Inference Helps Specialized Agent Reinforcement Learning
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Agents are becoming specialized, using reinforcement learning post-training to develop domain-specific skills Every post-training rollout is an inference call, so a lower cost per token flows straight into a higher Intelligence per Dollar on every run. That is what the
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Maximum Reasoning Effort Is Not Always the Best Model Setting
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Yes, but it's valuable to explore how to use the models the best way, instead of just yoloing everything on max.
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Subsidized Cloud Tokens May Shape the Case for On-Premises AI
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Eventually, subsidized tokens will dry-just like Uber free rides, DoorDash, etc-and these people will be left with no option but moving to on-premises. Only, it will be extremely more difficult to do by then… That's why I tell everyone they should start today.
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A Chip-Backed Loan Finances Inference Silicon Beyond GPUs
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Congrats to @fastinference on landing $400M from Upper90 — the first chip-backed loan built around inference silicon, not GPUs. This is exactly the shift we've been building for: fast, efficient, power-smart inference that doesn't need water-cooled supercomputers. Read the
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Affordable Electricity Shapes Sovereign AI Compute Capacity
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Just as cheap electricity determines the industrial powers of the past, it will now determine the AI superpowers of the future.
— Nina Schick (@NinaDSchick) 17 juillet 2026
Sovereignty in this century is found in the physical ability to process Intelligence at industrial scale. pic.twitter.com/kt5Yz3HMJBJust as cheap electricity determines the industrial powers of the past, it will now determine the AI superpowers of the future. Sovereignty in this century is found in the physical ability to process Intelligence at industrial scale.
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Databricks Links Growth to Enterprise AI Gateway Adoption
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Databricks CEO @alighodsi joined @CNBC
's 'The Exchange' to break down the company's new $188B valuation, and what's fueling accelerating revenue across regions and products. That includes more companies adopting tools like Unity AI Gateway to manage spend and access across -
Lower-Cost Models Challenge the Pricing Power of Frontier Labs
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“The pricing moat that frontier labs have been sitting on just collapsed. You can now get frontier intelligence at commodity prices, and it's only going one direction from here” – exactly what i predicted in August 2023. The tech community shunned me. Now you know why.
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Comparing Kimi’s Per-Task Cost With Fable and GPT-5.6 Sol
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Not sure what you mean but Kimi was cheaper per task! 5x cheaper than Fable, and similar to 5.6 Sol high specifically
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China’s AI Progress Raises Questions About Capital Spending
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China is catching up in AI despite significantly lower capital expenditure, while Europe continues to lag far behind. I looked at the numbers, and the conclusion is clear: despite spending around 90 percent less on capital expenditure, China is managing to catch up with Western