Open AI is the Linux moment of our time.
MARKET TRENDS
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Old stack vs New stack: consultants+tools to LLM+clarity
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Old stack: consultants + tools. New stack: LLM + clarity.
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India Hosts AI Impact Summit 2026 in February
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India will host the #AIImpactSummit2026 on February 19-20, 2026 in New Delhi. Governments, institutions, and organizations worldwide are invited to host pre-summit events to mark the countdown to the India – AI Impact Summit 2026. Be a part of the initiative as India leads
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US Workforce Impact from AI Agent Evolution: US-China Analysis
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Some of my latest views on AI, US-China, and AI Agent. My prediction is that the US workforce will be more significantly impacted by the Agent evolution currently underway.
— Kai-Fu Lee (@kaifulee) 11 septembre 2025
With @BloombergAsia @SheryAhnNews @avrilhongTV Full 12-min interview on: https://t.co/Bu3jJ4fzAY pic.twitter.com/qrhzhu7lyeSome of my latest views on AI, US-China, and AI Agent. My prediction is that the US workforce will be more significantly impacted by the Agent evolution currently underway. With @BloombergAsia @SheryAhnNews @avrilhongTV Full 12-min interview on: https://
bloomberg.com/news/videos/20
25-09-11/01-ai-ceo-on-china-s-ai-development-video
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Real-world data expertise and competitive advantage
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En matière de datas du réel, ça va être très difficile de trouver mieux alimenté que moi…
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GLM 4.5 Outperforms Opus 4 in Function-Calling Benchmarks
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GLM 4.5 with Claude Code is the closest thing to Opus 4 > GLM 4.5 beats Opus 4 and Sonnet 4 in the Berkeley Function-Calling Benchmarks > GLM Coding Plans for Claude Code are $3/$15 NOT $100/$200 > For Agents: GLM 4.5 > KIMI K2 > QWEN 3 235B NON-THINKING > Qwen 3 CODER 480B
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GLM 4.5 Outperforms Opus 4 in Function-Calling Benchmarks
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GLM 4.5 with Claude Code is the closest thing to Opus 4 > GLM 4.5 beats Opus 4 and Sonnet 4 in the Berkeley Function-Calling Benchmarks > GLM Coding Plans for Claude Code are $3/$15 NOT $100/$200 > For Agents: GLM 4.5 > KIMI K2 > QWEN 3 235B NON-THINKING > Qwen 3 CODER 480B
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Organizational constraints and societal shifts from AI advancement
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The focus on near-term mass replacement of white collar work with AI has two big gaps:
1) The nature of organizations limits the speed of change, even with AGI
2) But if AI is good enough to do all work, the societal changes would be so huge that job loss would be just the start -
Apple struggles to keep pace with AI competition and innovation
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Apple isn't taking it slow on AI – it's unable to keep up.
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Gemini 3 Leaks: Flash Model Outperforms Pro Version
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First Gemini 3 leaks are coming in: – 3.0 flash will be >2.5 pro.
– not this month, but very soon