It turns out that Grok 4.20 is being tested on Alpha Arena as a "mystery model" and shows quite significant performance. "Undisclosed frontier AI lab (not Nof1)" How much would you pay for a model with such performance to run your portfolio?
MARKET TRENDS
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Lead Conversion Churn Rates and Product Stickiness Analysis
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Highly doubt it could be 1% even assuming they would the churn for converted leads would be quite high – top reason being it ain’t sticky enough
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EU Commission Fines Tech Company €120 Million DSA Violation
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Commission fines X €120 million under the Digital Services Act https://
ec.europa.eu/commission/pre
sscorner/detail/en/ip_25_2934
…
#digitaleu #DSA #Innovation #Technology @DigitalEU @ArturHabant @elaniazito @BetaMoroney @TerenceLeungSF @Fabriziobustama @JolaBurnett @lyakovet @baski_LA @AnthonyRochand @Khulood_Almani -
Weekly Optimism: AI Innovation From Industry Leaders
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Read All the Good News That's Fit to Print in this week's Weekly Dose of Optimism from @notboring
, featuring: @zipline + @ryanzip @MichaelDell + @SusanDell @amazon @NASA + @parmita @drmichaellevin + @lexfridman -

AI Market Splits Premium Models Versus Cheap Open Source
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The "commodity AI" thesis is wrong. The API market is splitting into two modalities: – Premium models (Claude) dominate programming and high-stakes work. Users pay $2+/M tokens because correct code > cheap code. – Cheap open models own roleplay and creative tasks. Volume is
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Gemini 3 Deep Think Parallel Computing Now Available Ultra
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El Deep Think de Gemini 3 -el modo que usa computación en paralelo para lograr los niveles máximos de inteligencia- ya está disponible en el plan Ultra 🔥 https://t.co/fH6m7QB5Tk
— Carlos Santana (@DotCSV) 5 décembre 2025El Deep Think de Gemini 3 -el modo que usa computación en paralelo para lograr los niveles máximos de inteligencia- ya está disponible en el plan Ultra
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Energy Efficiency Becomes Critical Metric for AGI Development
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Compute and energy are the two major bottlenecks to creating an industrial-scale ‘general intelligence’ … which is why efficiency now matters more than ever. The real metrics that count are tokens-per-watt and tokens-per-flop. In other words: how much intelligence can you
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Gemini 3 Deep Think Mode Now Available for Ultra Users
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Glad to share that Gemini 3 #DeepThink mode is now available for Ultra users in the Gemini app! This is the engine behind the success of our #IMO2025 Gold🥇with the upgraded power of Gemini 3! Deep Think uses our novel parallel thinking approach to explore multiple hypotheses to… https://t.co/4M9JmP2TdX
— Thang Luong (@lmthang) 4 décembre 2025Glad to share that Gemini 3 #DeepThink mode is now available for Ultra users in the Gemini app! This is the engine behind the success of our #IMO2025 Goldwith the upgraded power of Gemini 3! Deep Think uses our novel parallel thinking approach to explore multiple hypotheses to
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Why ChatGPT will lose the AI battle against Gemini
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Why #ChatGPT will lose the AI battle against Google #Gemini? Full analysis → https://youtu.be/1mXQM3jS7nI
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Americans and Europeans Distrust AI Despite Industry Optimism
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Separate reports by the publicity firm Edelman and Pew Research show that Americans, and more broadly large parts of Europe and the western world, do not trust AI and are not excited about it. (Links in original text, below.) Despite the AI community’s optimism about the
