68% of French employees use AI in secret from their management. This figure says something profound about our time. The technological revolution is already here. But some organizations continue to operate as if they could still prevent it. For my
MARKET TRENDS
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Opensource AI Will Win: A Memo on Sovereign Intelligence
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MEMO INCOMING re: Sovereign Intelligence Opensource AI WILL WIN
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Deepseek V4 Pro 75% Cheaper: New King of Cost/Token
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Do you realize what's happening here? DEEPSEEK V4 PRO IS NOW 75% CHEAPER FOREVER The new king of cost/token. > Input: $0.435
> Output: $0.87
> Cached: $0.0036 (almost free!) How? V4 paper shows or SemiAnalysis: it takes just 27% compute & 10% cache compared to v3.2 ↓ -
Anthropic Profitability Shifts AI Generative Market Dynamics
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Anthropic vient de prouver qu’on peut être rentable dans l’IA générative. OpenAI continue de brûler 14 milliards par an et prévoit 115 milliards de pertes cumulées d’ici 2029. Mistral plafonne. Quand l’un démontre que c’est possible, les autres deviennent suspects. Le marché va
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Anthropic rises fast while OpenAI loses lead and reputation
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some yes some no. anthropic seems to be more efficient, and is rising fast; openAi has lost their lead and has developed a reputation problem.
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AI Transitions from Token Maximization to Cost Efficiency
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We are transitioning from the intelligence/tokens maximizing era to the cost efficiency optimization era.
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Critique of local AI performance metrics as TikTok-style grifting
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No, I am saying that this is the equivalent of TikTok brain rot for Local AI Longest prompt was 368 tons, longest output was 3k and some grifters out there are saying that this is great results of 45tok/s lol If you cannot see how this is performative slop / grifting then
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Need better evaluation of models for human-AI cooperation
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We desperately need better ways of evaluating models. Something that shows how helpful they are at working hand-in-hand with humans to help them get stuff done in a cooperative/iterative way. The Claude models have consistently been better at this, and the market rewards that.
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Subsidized token industry ending, users still ignore local models
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How it feels to know that the subsidized token industry is coming to an end and people are still not worrying about the right thing (running the models locally on your own compute) No more free DoorDash deliveries / $5 Uber trips for you (after they got you addicted)
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Solo founder raises $30M for AI company Polsia with zero employees
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Be like Ben Cera.
— Charly Wargnier (@DataChaz) 22 mai 2026
> a solo founder who just raised $30M at a $250M valuation
> he built Polsia, an AI that can run your whole company, ENTIRELY alone
> it’s already at $10M ARR with ZERO employees
…the AI even pitched the VCs itself 🤯
UNREAL execution https://t.co/7YOGMUJRXv pic.twitter.com/Cyomlq9hvCBe like Ben Cera. > a solo founder who just raised $30M at a $250M valuation
> he built Polsia, an AI that can run your whole company, ENTIRELY alone
> it’s already at $10M ARR with ZERO employees …the AI even pitched the VCs itself UNREAL execution