Especially notable given Zuckerberg's note that Meta will not necessarily open source future models. US companies are still doing great small open models, but, aside from whatever OpenAI releases, it appears that frontier open weights will mean Chinese models (& maybe Mistral).
MARKET TRENDS
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AI-Related Careers: Preparing for Job Market Changes in 5 Years
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Within 5 years, many jobs will change or disappear and many new ones will appear. Please learn more about #AI-related career and job topics and avoid getting surprised: Thanks and via @techwith_ram https://
weforum.org/publications/t
he-future-of-jobs-report-2025/
… @mvollmer1 @morgfair @ChuckDBrooks @Nicochan33 -
Palo Alto’s $25B CyberArk acquisition: Strategic investment analysis
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Giving Palo Alto the benefit of the doubt on the CyberArk deal Investors blanched at Palo Alto’s $25 billion purchase of CyberArk, its largest acquisition ever, and also a deal that’s fairly expensive. I would credit CEO Nikesh Arora with having a fairly thoughtful approach to
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DeepSeek’s Quiet Months: Latest R1-0528 Model Family
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… and I didn't even mention DeepSeek! They've had a quiet couple of months, their last model release was the DeepSeek-R1-0528 family back in May
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Chinese AI Labs Release Major Models: Kimi, GLM, Qwen
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July has been a truly incredible month for model releases from China – Moonshot (Kimi K2), http://
Z.ai (GLM-4.5) and 5 new releases from Qwen I think it's undeniable that the best available open weight models now come from the Chinese AI labs -
Europe Regulates AI While United States Dominates Innovation
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My op-ed in @Valeurs Europe celebrates its AI Act while the United States builds super AI @MistralAI has talent. But without an ecosystem and industrial vision, genius is suffocated
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GPT-5 Code Capabilities Threaten Anthropic Revenue
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What happens to that revenue if GPT-5 is much better at code? Cursor et al swith over & Anthropic revenue down 50% overnight?
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OpenAI Major Release Strategy Beyond Google Tokyo Event
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Yeah but feels like a random Tokyo event isn't meant to be for big Google announcements. Hard to imagine that OpenAI would try to tie their biggest release to Google this time round. A demo of a random impressive looking feature (e.g. the voice mode) was one thing, but this, I
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AI Company Growth Strategies and Market Stickiness Analysis
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Man I loved Slack. That in particular was that MSFT trained its sights on Slack, but generally, something to do with stickiness and how you grow. I don’t eg think this applies to most of the fastest to $100M ARR AI companies today.
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Ramp’s Valuation Growth: From $1.6B to Market Leadership
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Slope over intercept.
— Packy McCormick (@packyM) 30 juillet 2025
From when Ramp raised at a then-crazy-seeming $1.6B valuation. https://t.co/nDCfz9iOoc pic.twitter.com/jIMDW83t70Slope over intercept. From when Ramp raised at a then-crazy-seeming $1.6B valuation.