Google: Veo 3 got refreshed (Veo 3.1)
Google shipped Veo 3.1 + 3.1 Fast with upgrades like: more options for clip durations (4/6/8 seconds) image referencing (up to 3 images) and first/last frame controls “extend” style workflows for Veo-created videos
MARKET TRENDS
-
Google Veo 3.1 Refresh: Enhanced Video Generation with New Features
By
–
-
Chinese AI Models Predictions 2026: Open Source Competition
By
–
Here are my 26 predictions for 2026. I tried hard to come up with more spicy predictions that are still plausible – so they sit somewhere in the 5-60% range for me. China 1. Chinese open model tops the Web Dev Arena for 1+ months 2. Chinese labs will open source less than 50%
-
Continuous Learning: The Only Sustainable Competitive Advantage
By
–
Continuous learning is the only defensible moat.
-
Strategic analysis of Groq in the cloud inference market
By
–
Au contraire je pense que c’est une force pour eux pour proposer enfin un service de cloud inférence clean. Mais ça vient surtout frontalement en concurrence avec leurs clients premier (les cloud provider). Donc je pense qu’ils pourraient sous traiter , et placer groq comme un
-
Speculation on Google’s AI compute strategy and potential Groq acquisition
By
–
OMFG !!! Ça veut dire qu’il se prépare à ce que Google puisse se mettre à vendre sa puissance de calcul propriétaire, et notamment l’accès à ses TPU ?? Et donc, ils anticipent cela en rachetant Groq ?? Donc, ça veut potentiellement dire un nouveau produit au-delà des GPU du côté
-
Groq and Nvidia Enter Non-Exclusive Inference Technology Licensing Agreement
By
–
Groq has entered into a non-exclusive licensing agreement with Nvidia for Groq’s inference technology. GroqCloud will continue to operate without interruption. Learn more here: groq.com/newsroom/groq-and-n…
-
VLMs Struggle with Physical World Reasoning from Videos
By
–
‼️VLMs/MLLMs do NOT yet understand the physical world from videos‼️ In our recent work, we found that even the most advanced AI models still lag behind humans in one key aspect: reasoning about the kinematic properties of objects from videos. Takeaways: 1. ChatGPT 5.1 leads overall among 21 advanced VLMs, followed by Gemini 2.5 Pro/Flash. 2. Grok 4.1 delivers impressive performance at the lowest API cost. 3. Qwen3-VL is the top-performing open-source model. Read here: quantiphy.stanford.edu/ 🧵1/N
-
AI Is Eating Software: The Next Wave of Disruption
By
–
“Software is eating the world, and now AI is eating software.”
-
Capability Overhang: Bridging Gap Between AI Models and User Adoption
By
–
Capability overhang means too many gaps today between what the models can do and what most people actually do with them. 2026 Prediction: Progress towards AGI will depend as much on helping people use AI well, in ways that directly benefit them as on progress in frontier models
-
Forget backlash: China’s robots and AI surpass US
By
–
You are totally forgetting about China. It is why the backlash will not matter. Burn down Silicon Valley and China is still gonna come with very capable, cheap, robots, and AI models that are already passing American ones.