Something I haven't thought about too much, but inference prices for open source model shift quite a bit over time – e.g. I've taken 6 models for which I had snapshots of data in August and October 2025 and variance has been quite large: ~30% drops for OpenAI models and ~60%
MARKET TRENDS
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RenTech Algorithms Dominance in AI-Driven Investment Markets
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It must feel so good to be a RenTech algorithm right now.
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Closed to AI? Doomed to mediocrity
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That's exactly what I meant. So I won't change anything :). It's being bad and being doomed to mediocrity if you are closed to AI. There are even SF companies that refuse developers who don't use AI. It's just a new norm in the profession. So being
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Buffett’s Investment Strategy During Market Downturns
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“When there’s blood in the streets, big dog’s gonna eat.” – Warren Buffett
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Offshoring Manufacturing: Geopolitical Mistake and Industrial Decline
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Turns out that offshoring advanced manufacturing and supply chains wasn’t “smart globalization.” It was a catastrophic geopolitical blunder. In the West, we outsourced the industrial base that underpins modern power, and now we’re waking up to the almighty hangover. China
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Data Centre NIMBYism: Energy and Political Backlash Emerging
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I think @nathanbenaich is spot on here about Data Centre NIMBYism hitting the political mainstream. Just wait until the ‘environmental’ lobby and local communities clock on to the scale of compute infrastructure and what that means for energy, energy prices and the scale of
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Cyberattacks Top Risk: Digital Resilience in Volatile World
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Cyberattacks remain the top risk, but geopolitical volatility is also on the rise. The future of business demands digital resilience and the ability to adapt to an increasingly unstable global landscape. #infographic by @StatistaCharts via @antgrasso #cybersecurity
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AI ROI Secret: Learning Capacity Over Technology
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🚀Le secret du ROI de l’IA que les leaders doivent connaître
— FlashTweet (@FlashTweet) 10 octobre 2025
Aux Assises nationales de l’IA, Axel de Goursac, associé Lead AI @KPMG_France, a marqué les esprits :
« Ce n’est pas la technologie qui fait la différence, mais votre capacité à apprendre avec l’IA. »
Exemple concret :… pic.twitter.com/6u7hjmnmKSLe secret du ROI de l’IA que les leaders doivent connaître
Aux Assises nationales de l’IA, Axel de Goursac, associé Lead AI @KPMG_France
, a marqué les esprits :
« Ce n’est pas la technologie qui fait la différence, mais votre capacité à apprendre avec l’IA. »
Exemple concret : -
GPT-5 Pro Performance Issues Prompt Reversion to High Thinking
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GPT-5 Pro is super slow, so we have reverted to GPT-5 High Thinking for now Also please check http://
livebench.ai – they are no different -
Meta’s Partnership Ads Platform Faces Major Delivery Error Outage
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Meta broke almost all our partnership ads last night. All are stuck in delivery error. Days ending in "Y" that Meta has issues.
