AI was ONE huge export product that the US absolutely dominated over the past few years. Now we are facing the prospect of completely and utterly sabotaging it.
MARKET TRENDS
-
AI reads 30,000 X posts daily to write a report
By
–
I built you an AI to read 30,000 posts here on X every day and write you a report. https://
alignednews.com/ai It's how you can keep up better. But yeah, it's moving fast. It's moving faster than I've ever seen in my life, and I've covered technology for decades. -
The end of Claude if Anthropic does not surpass Opus 4.8
By
–
If #Anthropic is no longer able to develop and market AI models more powerful than Opus 4.8, it will be the end of #Claude within a few months.
-
AI future is open source, self-hosted models over big providers
By
–
We’re gonna make sure in a couple of years people are confused if you still use Anthropic / OpenAI / Google and not using a self-hosted/zero-retention 3rd party inference provider with Opensource Models The future of AI is Opensource
-
Trump administration could trip US GenAI race efforts
By
–
Until tonight, I didn’t think either the US or China would “win” the GenAI race. I thought it would be a tie. Didn’t occur to me the Trump administration could trip the US efforts from behind. But it just did.
-
Commerce decree shuts Anthropic, critic calls overdramatic and counterproductive
By
–
Commerce’s shocking decree this afternoon – which effectively shuts down Anthropic by cutting off access to Mythos 5 and Fable 5 for many of their own employees — seems both wildly overdramatic and also counterproductive for the US AI industry. I concur with @deanwball
-
AI keeps secret an equivalent of AlphaGo’s Move 37 for day trading
By
–
I think that one of the leading AI labs will eventually discover the day trading equivalent of AlphaGo's Move 37, and they will keep it to themselves until someone blows the whistle.
-
The evolution of AI costs: from $20 to $1000 per employee
By
–
Last year, it was laughable for a company to spend $1,000/employee/month on AI – the $20 plans were enough for everything anyone did with it This year, setting a cap of $1,000/month is seen as the financially prudent thing to do, and the one
-
Reverse Jevons Paradox: Fable Could Reduce Spending
By
–
I wonder if Fable might cause a sort of 'inverted Jevons paradox', where companies would realize how much tokenmaxxing would cost them with Fable, to the point that they would reduce their spending beyond what they would have done if only Opus were
-
Bad news for Anthropic as Meta cuts token budgets
By
–
breaking: bad news for Anthropic since Meta was said to be a big customer and is cutting its token budgets. more generally lots of companies will make the same decision; next year’s token budgets won’t be the freewheeling affair they were earlier this spring. honeymoon is