‘Rule of 90’ Palantir is still debated for its valuation Even bears on Palantir stock admit “something special is going on” with its surging revenue growth and ginormous profit margin. But it’s still a matter of debate what valuation multiple the stock should have, given it’s
MARKET TRENDS
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Procore CEO Discusses Construction Tech and Succession Planning
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Please enjoy my interview with Procore CEO Tooey Courtemanche Tooey Courtemanche, CEO and founder of Procore Technologies, maker of software for the construction industry, talks with me about succession plans, and how the construction industry is able to withstand tariff and
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GPT-OSS Reaches Number 1 Trending on Hugging Face
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We’re already #1 trending on @huggingface with gpt-oss! Huge thanks to the open-source AI community for the love.
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H100 GPU Pricing Estimates and Model Card Analysis
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I got those H100 pricing estimates from here: https://
thundercompute.com/blog/nvidia-h1
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… More of my notes on the model card: -
US Open Weight Models Lead: Sustainability or One-Off Advantage?
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The US now likely has the leading open weights models (or close to it)… … but the real question is whether this is a one-off situation from OpenAI, in which case the lead will evaporate quickly as others catch up. But also unclear what their incentives are to keep updating.
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OpenAI Open Weights Models Rival Chinese AI Labs
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Here's the concluding section of my write-up of the new OpenAI open weights models – they're really impressive, and I think they hold their own (or even beat) the models we've seen come out of the various Chinese AI labs over the past few months
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Groq’s Real Value: Token Throughput Over Inference Speed
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IMO this is the big opportunity for Groq, and one of the main reasons I invested. Faster inference is cool, but the real value is going to be in doing more tokens per prompt.
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Stealth AI Models Outperform Open Source Models on WebArena
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Ha habido mucha especulación en las últimas semanas sobre si los modelos furtivos aparecidos en el WebArena serían los modelos open source pero al parecer no. Aquellos rendían mejor. https://t.co/tZ5SaLGSXy
— Carlos Santana (@DotCSV) 5 août 2025Ha habido mucha especulación en las últimas semanas sobre si los modelos furtivos aparecidos en el WebArena serían los modelos open source pero al parecer no. Aquellos rendían mejor.
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GPT-5 Release Imminent as OpenAI Open-Source Model Launches
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Étant donné la sortie du nouveau modèle GPT-OSS ce soir, je pense qu'Altman a un plan de secours. Il ne l’aurait pas autorisé sinon. Ça sent l’arrivée imminente de GPT-5. Des fuites commencent aussi à émerger. Un important partenaire d’OpenAI, Flowith qui héberge leurs
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Confirmed Release Dates for GPT-5 and Teased Gemini 3.0 Flash
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BREAKING : GPT-5 release date confirmed to be August 7 by flowith! Gemini 3.0 Flash has been teased as well but “not this week”! x.com/flowith/status…