Interesting how big the gap was between the model release and the time when this news reached investors. Additionally, we are finally seeing the stock market impact of AI advancements. This is just the beginning
ECONOMY
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GPT-5.6 User Reports Rapid Quota Burn Even at Medium Effort
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Seriously, this has to stop. I've now set GPT-5.6 from high to medium (not fast mode, of course), and I'm still burning through my rates at an insane rate. My 5 hours are almost gone -again. I've already used up all three resets. OpenAI needs to work on its efficiency. This is
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SemiAnalysis Testing Sparks Debate Over AI Subscription Subsidies
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People quoted me saying that sub-plans arent subsidized. They are wrong. SemiAnalysis ran a test a few days ago. Plans are heavily subsidized.
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Anthropic’s Compute and Fable Strategy May Prioritize Enterprise Customers
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sorry, i call bs. In my opinion, Anthropic isn't worried about losing customers. And the reason is quite simple: They barely make any money in the B2C sector. Subscriptions are heavily subsidized; their compute and Fable 5 are primarily intended for businesses and enterprises,
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S&P Raises Concerns About Oracle’s Exposure to OpenAI
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OpenAI is a risk.
— Gary Marcus (@GaryMarcus) 12 juillet 2026
In this case to Oracle.
S&P formalizes what I have been saying since 2023. https://t.co/aMcjEViLLSOpenAI is a risk. In this case to Oracle. S&P formalizes what I have been saying since 2023.
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AI Job-Creation Claims Are Hard to Separate From Hiring Decisions
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love your talks! reactions without evidence 1. i dont think those are net new jobs
2. yes going up
3. this is the most impt qtn imo. hard to tell bc every year there are mass layoffs and obviously theres some ai-washing of poor hiring decisions. but overall, i think, the kind -
The Business Case for Artificial Intelligence
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The Business Case for AI! #BigData #Analytics #DataScience #AI #MachineLearning #IoT #IIoT #PyTorch #Python #RStats #TensorFlow #Java #JavaScript #ReactJS #GoLang #CloudComputing #Serverless #DataScientist #Linux #Books #Programming #Coding #100DaysofCode https://
geni.us/Business-Case-
for-AI
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Jevons Paradox May Shape Software Demand as Coding Agents Spread
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if you only learned about jevons paradox primarily wrt software demand in the age of agentic engineering, you may not have fully internalized jevons parodox’s impact under the conditions of: – humans who can wield coding agents well*
– coding agents breaking containment to all -
Pareto Charts Could Compare Model Quality and Price Over Time
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yeah… really hard to make good visualizations while also comparing all recent models. Much easier to just do a Pareto of all over time or over price, which I could share too, but I'm yet ot figure out how to properly showcase those results!
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Debate Over AI Job Creation Emphasizes the Current Time Horizon
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When everyone thought AI was taking jobs, Sam said it wasn't. I think the most important part isn't “net job creation,” but “at least for now.” AI [Traduit de ZH vers EN]