If small language models outperform LLMs in practice, the whole AI scaling narrative might collapse overnight.
MARKET TRENDS
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Nvidia Valuation Reaches 3.8% of Global GDP Amid AI Boom
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Si vous ne vous rendez pas encore compte de la folie (Ou plutôt la marche forcé vers le futur) qu'à entrainé l'IA avec NVIDIA : Nvidia a elle seule est maintenant valorisé à 3,8 % du PIB mondial et 14,7 % du PIB américain… Je l’ai souvent dit, mais Jensen, avec Nvidia, est
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Genie 3 AI Model Launches with High Demand from Trusted Testers
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Genie 3 stunned a lot of people when we announced it, and the inbound interest to use it has been off-the- charts. It’s currently with trusted testers, and we're working hard on making it more efficient so we can serve it to many more people soon.
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DeepSeek V3.1: Game-Changer or Hype Analysis
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Is DeepSeek V3.1 a game-changer or mostly hype? Let’s break it down 👇
— Louis-François Bouchard 🎥🤖 (@Whats_AI) 21 août 2025
What’s new:
• Still a similar MoE transformer (671B params, 37B active) with 128K context
• Merges DeepSeek V3 + R1 → one hybrid model with thinking (reasoning) and non-thinking (direct) modes — like… pic.twitter.com/WKMPGwGlQMIs DeepSeek V3.1 a game-changer or mostly hype? Let’s break it down What’s new: • Still a similar MoE transformer (671B params, 37B active) with 128K context • Merges DeepSeek V3 + R1 → one hybrid model with thinking (reasoning) and non-thinking (direct) modes — like
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State of AI in Business 2025 Report Released
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Corrected link: https://
mlq.ai/media/quarterl
y_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf
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Questioning AI Business Report Methodology and Generalizability
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Okay, got the report. I would read it yourself. I am not sure how generalizable the findings are based on the methodology (52 interviews, convenience sampled, failed apparently means no sustained P&L impact within six months but no coding explanation). https://
mlq.ai/media/quarterl
y_decks/v0.1_State_of_AI_in_Business_2025_Report.pd
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Pilot Failures Report Impact on Market Movement Analysis
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I have no doubt pilot failures are high, but I think it is really hard to see how this report gives the kind of generalizable finding that would move markets.
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Methodological Concerns in 2025 AI Business Report Analysis
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Okay, got the report. I would read it yourself. I am not sure how generalizable the findings are based on the methodology (52 interviews, convenience sampled, failed apparently means no sustained P&L impact within six months but no coding explanation). https://
mlq.ai/media/quarterl
y_decks/v0.1_State_of_AI_in_Business_2025_Report.pd
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Project NANDA Report: Understanding 95% AI Pilot Failure Rate
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Has anyone seen a copy of the Project NANDA report on 95% of AI pilots failing? It has been reported about widely, but I haven’t been able to actually read it, though I filled out a form to get access. I want to understand what they found and how they measured it. Any links?
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Lucid Image Models Outperform MidJourney Says User
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The Lucid models are currently my favorite image models. They're so good. I prefer them to MidJourney.