TheJCDenton

He's right in a such a narrow space on this particular matter that it's just a perfect example of what's wrong with a lot of things lately.

OpenAI triggered this ordeal with its order of 900K DRAM wafers per month on october 2025, making everyone panic because it was around 40% of the world production at the time.

We all know that memory providers know what near bankruptcy feels like when they over invest, but right now SK Hynix have 80% margins (ie TSMC ~60%) and choose to pay their shareholders this year the quivalent of ALL their revenues in 2025. It's now common knowledge thanks to Samsung that the rate of factory buidling is not maxmium to portect their margins. And memory providers have already been fined in 2000 for price fixing.

Supply is short because they all choose to make it that way.

"the most powerful, nuclear-armed states – the US, China and Russia – are led by unscrupulous, self-dealing “strongmen”, each of whom is playing with the nationalist “Great Again” politics epitomised by Trump. Democracy is being rolled back around the world, and even bastions of liberalism such as the UK, France and Germany seem vulnerable to takeover by the Putin-friendly far right. The so-called rules-based international order and its institutions – the UN, the WTO, Nato – are being deliberately undermined by the aforementioned strongmen, and are as weak now as they have ever been."

That sums it up very well indeed. The article don't give us much more, as it's an ad piece for a book. But the fact that the title seems to be some kind of a reference to a Trotsky quote is interesting.

This. Claude Code made NixOS affordable in term of time for us mere mortals.

Yay ! Active CPU billing mean the same thing as Cloudflare ! But you still pay memory for as long as the function is up. Data transfer is not included, you have to take that into account. There is also the number of requests...

AWS should have understood by now that Cloudflare workers pricng is so much more legible, it's one of the reason of their success.

> bit-exact against the original

What kind of sorcery is this ? Very impressive work !

No PoE :(

> He also notes that the proprietary AI labs didn’t ask permission when they vacuumed up as much human knowledge as they could to train their models.

I think this should desactivate the moral high ground from which Anthropic is trying to speak. That they would want to make distillation orderly IMHO is fair, but to make it illegal is very rich from any AI frontier lab, really.

> SWE-2 is post-trained from Kimi K3

On the one hand I would have expected a completely new model, on the other hand it's an RL-ed K3 go Fable 5 capabilities, which demonstrate that this is probably possible, which is nice.

10 years, i wonder what the codebase look like now !

Not so far fetched when your advertising revenue is in the tens of millions of dollars.

They just need this revenue by tv to be higher than the price of the mobile plan per tv. For a few Gb per month it may be relevant in the not so distant future.

They are not the same kind of companies but they benefit both in their own way of the same market reading.

Apple is fine-tunning Gemini to customize Siri for their customers. They improve what's between the model and their customers : fine tune, inference up to the product. This is exactly what Mistral is doing, with an even more diversity of usage and needs because they are business oriented, instead of customer oriented. This is also what make them economically very efficient in comparison.

Beside Apple is still doing science experiments while Mistral is capable of releasing commercial models, albeit small and specialized.

Don't get me wrong, it's absolutely obvious that Apple is incredibly powerful, now more than ever. But the way they see the future, Mistral have a leaner trajectory.

When Apple is not racing for the frontier it's a strategy, but when it's Mistral it's a mistake.

The two companies have read the market the same.

It's always very dangerous for first movers and their investors, and the commodification of intelligence seems even more likely each time a chinese open model release. It's less exciting to do business that way, but if you're building to stand the test of time, it's wiser that way.