and now OpenAI’s market share is down below 50% and *Microsoft* is publicly looking for cheaper alternatives.
TECHNOLOGY
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Models Will Disrupt Workflows; Infrastructure and Hardware Are Permanent Moats
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Models will eat into Workflows Infra and Hardware are forever
always needed, always evolving Everything else has no real moat -
GLM 5.2 Enjoyment Resembles Opus 4.6 Launch, Metrics Miss
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What's missing from all these benchmarks is that GLM 5.2 is enjoyable to interact with, feels much like Opus 4.6 did around launch. The metrics don't capture that! I've been on GLM 5.1, and 5.2 since Saturday, nearly exclusively for almost a month now…
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The jump from version 5.1 to 5.2 seems short in benchmarks
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The jump from the previous version in several benchmarks like DeepSWE or HLE, the truth is it makes me think that the jump from 5.1 to 5.2 seems short to them.
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U.S. senators to review Tesla FSD safety record
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U.S. senators to review Tesla FSD safety record
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IneffableLabs builds super-learner with NVIDIA Vera Rubin NVL72
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@IneffableLabs builds a super-learner that learns from experience, requiring enormous compute scale. They chose NVIDIA Vera Rubin NVL72, one of the largest clusters on @GoogleCloud, to power their mission to achieve superintelligence.
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Microsoft considers hosted DeepSeek V4 for cheaper Copilot Cowork
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Axios reports that Microsoft is considering a Microsoft-hosted version of DeepSeek V4 as a cheaper model option for Copilot Cowork. Microsoft says Copilot Cowork cannot work with unlimited pricing. "We have users who
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Nemotron 3 Ultra and the Open Model Landscape broadcast
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Nemotron 3 Ultra and the Open Model Landscape | Nemotron Labs https://
x.com/i/broadcasts/1
rGmqqeRorDGy
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Long video reasoning with DeepSeek sparse attention and multimodal MoE
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"Kwai Keye-VL-2.0 Technical Report" This paper makes long-video reasoning much more feasible by adapting DeepSeek Sparse Attention to a GQA-based multimodal MoE, reaching 256K context with only 3B active parameters. As dense attention makes hour-level context way too expensive,
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OpenAI killed Sora; Disney learned last minute, no deal.
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5/ Three months later, OpenAI killed Sora. Disney reportedly found out less than an hour before the announcement. No agreement was ever signed. No money changed hands.