Is Amazon still in the foundation model race with Nova? Or are they just going all-in on being a model provider through Bedrock? They never released a reasoner, and their non-reasoning models have fallen well behind on both price and performance to many open weights models.
INVESTMENT
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CEO Claims Superintelligence, Stock Soars 7 Percent
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This is what happens when, as CEO, you say you are on the verge of achieving superintelligence and discover the first simple processes of self-improvement in AI. Meta stonks up by 7%
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US Companies Abandoning Open Weights Strategy for Chinese Models
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Open weights is no longer a strategy for US companies – they may release occasional models, but they will reserve their best work for closed models. Companies who want to run open models, and governments thinking about the future of AI, are going to need to rely on Chinese labs.
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Meta Closes Models as Chinese Open Weights Lead Frontier
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Especially notable given Zuckerberg's note that Meta will not necessarily open source future models. US companies are still doing great small open models, but, aside from whatever OpenAI releases, it appears that frontier open weights will mean Chinese models (& maybe Mistral).
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OpenAI Researcher Predicts Short AGI Development Timelines
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oh shit openai researcher has short timelines
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Palo Alto’s $25B CyberArk acquisition: Strategic investment analysis
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Giving Palo Alto the benefit of the doubt on the CyberArk deal Investors blanched at Palo Alto’s $25 billion purchase of CyberArk, its largest acquisition ever, and also a deal that’s fairly expensive. I would credit CEO Nikesh Arora with having a fairly thoughtful approach to
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GPT-5 Code Capabilities Threaten Anthropic Revenue
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What happens to that revenue if GPT-5 is much better at code? Cursor et al swith over & Anthropic revenue down 50% overnight?
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Training AI Models for Under One Dollar Now Possible
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Yep! And you can train a model for literally $1 or less
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$22.5B Valuation Achievement Credited to Jeb Leadership
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Not sure we'd have a $22.5B valuation to celebrate if it weren't for Jeb.