My takeaway: AI inference is no longer just a model problem. It's a system-level time problem. For enterprise leaders, AI performance and AI economics are becoming inseparable. Learn more about Tau Scaling and what it means for the post-Moore era: https://
chinaxiv.org/abs/202605.002
24?locale=en
… What
MARKET TRENDS
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AI Inference: System-Level Time Problem in Post-Moore Era
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PhysicsWallah’s Ask AI reveals 52% students prefer audio learning
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PhysicsWallah prepares over 36 millions of students across India for competitive exams, and government entrance exams.
— ElevenLabs (@ElevenLabs) 16 juin 2026
Their AI doubt-solving tool, Ask AI, found that 52% of students learn better through audio. A text-only tool was leaving half their users behind.
They… pic.twitter.com/cxjpTGQvNWPhysicsWallah prepares over 36 millions of students across India for competitive exams, and government entrance exams. Their AI doubt-solving tool, Ask AI, found that 52% of students learn better through audio. A text-only tool was leaving half their users behind. They
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Small specialized models will beat frontier intelligence
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Frontier intelligence will be beaten by small and specialized models
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Ren Ito article: AI competition beyond the G2
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An article written by Ren Ito, cofounder and president of Sakana AI, was published in the Nihon Keizai Shimbun. AI competition is not limited to a G2 (US-China bipolarity), but is evolving into a
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Labs may keep AGI internal to capture value
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If AGI is achievable & labs can be banned from using a model internally ONLY if they release the model publicly, the Big Three labs may decide it is better to capture all the value from AGI themselves by expansion & acquisition. Sharing AI access with other firms triggers risk.
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Cursor accounted for 40-50% of Anthropic revenue early on
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Holy, in its early days, Cursor accounted for roughly 40% to 50% of Anthropic's revenue. And Claude Code was just a reserach project. How quickly everything has changed.
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Planet Labs succeeds in on-board AI image processing
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Planet Labs recently became one of the first companies to successfully run AI image processing directly aboard an Earth observation satellite.
— The Rundown AI (@TheRundownAI) 15 juin 2026
The milestone could shrink the gap between data capture and actionable insight from hours to minutes.
On March 25, the company’s… pic.twitter.com/u5TmHUHYm6Planet Labs has recently become one of the first companies to successfully run AI image processing directly on a Earth observation satellite. This step could narrow the gap between data capture and actionable insights.
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Need several Mistral in Europe, not an all-in
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Exactly what I said in my post the day before yesterday. We need 3 or 4 Mistral in Europe, not to go all-in on a single company. The fact of attracting contracts thanks to the "AI made in EU" label only lasts six months. After that, what matters is efficiency.
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US faces dual AI talent loss to China
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The U.S. faces two distinct talent problems: 1) Chinese AI researchers training in the U.S. are returning to China at high rates; and 2) China’s domestic AI talent pipeline is increasingly contributing to frontier models without any U.S. training. (3/4)
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DeepSeek V4 signals China’s competitive AI research talent pipeline
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When DeepSeek released its V4 model in late April, it received mixed reviews. But when viewed from a talent perspective, it acts as another clear signal that China’s domestically grown AI research pipeline is highly competitive. (1/4)