I don’t claim that Dwarkesh is right and Jensen is wrong, but that Dwarkesh tries to be right while Jensen tries to serve Nividia. You don’t recognize a hustler when he drops on your head don’t you
MARKET TRENDS
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DeepSeek Mocks Anthropic’s Claude in AI Competition
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Even DeepSeek is now making fun of Anthropic's Claude.
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Energy Demand Rising: AI, Data Centers Drive 30% Growth by 2040
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Energy demand is rising fast. AI, data centers and electrification shape the next phase of energy systems, with global demand expected to grow by 30% by 2040. No single source can meet this alone. Info: http://
europeenergyweek.org #EuropeEnergyWeek #HannoverMesse @EEWeek partner -
Regulatory Pressure Boosts Non-US AI Providers Like Mistral and Cohere
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I think it's smart. Many companies in France/EU use Mistral, despite the fact they're far behind the frontier, simply because of governmental and regulatory pressure. Cohere can make a similar case for their services too now… U.S. frontier easy to brand as untrustworthy.
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DeepSeek v4 Performance Comparison and Visual Generation Capabilities
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If you want to see what DeepSeek v4 is like, there's no better way than looking at my face alongside the dozens of generations I did side by side with other models
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Startup Magic Disappears at OpenAI’s Hyperscale
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The magic of startups at hyperscale is a great line that means almost nothing. The dynamics that make startups work are largely absent at OpenAI's scale and have been for a while.
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The Strategic Risks of AI Agent Dependency and Model Lock-in
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Think about what that means on a 2-year horizon: – Your agent's accumulated intelligence is stuck in one provider – Switch models, lose the learning – Pricing page changes, your moat changes with it – They deprecate a feature, your product bleeds The intelligence you thought
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DeepSeek V4 Offers Cheapest Models Near Frontier Performance
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More of my notes on DeepSeek V4 – the really big news is the pricing: both DeepSeek-V4-Flash and DeepSeek-V4-Pro are the cheapest models in their categories while benchmarking close to the frontier models from other providers https://
simonwillison.net/2026/Apr/24/de
epseek-v4/
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AI-Pilled Nation Seeks Anthropic Partnership and Investment
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come to the most ai pilled country per capita @anthropicai we want u
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Google Reshapes Search Maps and AI Agents With Reasoning AI
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Google And The Future Of Search, Maps And AI Agents #Google is reshaping #Search, #Maps, and digital assistance around #AI that can reason, personalize results, and increasingly take action, while keeping trust and user control at the center. In this conversation with Google