It's a big macro trend shift as they revert back to old dense models, while still comparable or better than MoE baselines. "Leak" because the big Western companies figured it out a while ago, letting the OSS community & China go down the MoE path — notably more complex + ~worse
INVESTMENT
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Resemble AI’s DETECT-3B Omni: Multimodal Deepfake Detector
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Calling it now, this will be the industry standard Deepfake Detector. @resembleai AI released the first multimodal deepfake detector “DETECT-3B Omni” yesterday.
— AI Breakfast (@AiBreakfast) 9 décembre 2025
Audio, video, images. 98% accuracy.
$13M strategic funding, backed by Google. pic.twitter.com/AxLyZ7dQCLCalling it now, this will be the industry standard Deepfake Detector. @resembleai AI released the first multimodal deepfake detector “DETECT-3B Omni” yesterday. Audio, video, images. 98% accuracy. $13M strategic funding, backed by Google. 
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Open-Source Models Shift AI Differentiation to Expertise
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When powerful open-source models are accessible to all, differentiation shifts from the technology you choose to the expertise you build into them.@Konstantine Buhler, Partner at @sequoia, joins Kari Briski, VP of Generative AI Software for Enterprise at NVIDIA, to unpack how… pic.twitter.com/x4jiiE5hN2
— NVIDIA AI (@NVIDIAAI) 8 décembre 2025When powerful open-source models are accessible to all, differentiation shifts from the technology you choose to the expertise you build into them. @Konstantine Buhler, Partner at @sequoia
, joins Kari Briski, VP of Generative AI Software for Enterprise at NVIDIA, to unpack how -
NotebookLM builds mind map, podcast, video from AI investor posts
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Holy shit. Just gave this to @NotebookLM and it built me a mind map, an audio podcast (very excellent by the way), and this video: https://
notebooklm.google.com/notebook/80285
044-4168-43d3-b093-bf395e74de31?artifactId=c73a73d6-ebeb-411e-a066-cb200855b647
… All from analyzing just a couple of hours of the last few posts from my AI investor lists. Now do you see how a new kind of -
AI Ecosystem Enters Next Chapter with Open Models
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The AI ecosystem is entering its next chapter, defined by open models, new applications, and unprecedented demand. Episode 1 kicks off our five-part recorded series from the #NVIDIAGTC Washington, D.C. Keynote Pregame Show, where leading founders and investors share how they see
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Unconventional AI raises $475M seed round at $4.5B valuation
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👀 Techmeme (@Techmeme) Unconventional AI raised a $475M seed led by a16z and Lightspeed at a $4.5B valuation to build a more energy-efficient AI computer, part of an up to $1B round (@rachelmetz / Bloomberg) bloomberg.com/news/articles/… techmeme.com/251208/p19#a251… 📥 Send tips! techmeme.com/contact — https://nitter.net/Techmeme/status/1998046963200041311#m
→ View original post on X — @rachelmetz, 2025-12-08 17:50 UTC
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AI Computer Startup Reaches 4.5 Billion Valuation Seed Round
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See the Bloomberg article here: bloomberg.com/news/articles/…
→ View original post on X — @rachelmetz, 2025-12-08 17:07 UTC
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IBM’s Enterprise AI Stack Strategy Across Multiple Brands
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Also seems to fit nicely as part of IBM's broader enterprise AI stack play via other IBM brands like Storage, Z, Power and Watsonx.
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IBM Acquires Confluent for $11B to Strengthen Real-Time Data Platform
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Big news from @IBM today with its $11 billion acqusition of @confluentinc
. Seems like a way to boost its enterprise infrastructure relevance via hybrid cloud stack. Also gives it new ways to offer a real-time data layer with streaming-first architectures.