Fidelity (private)

Eli the Computer Guy: OpenAI is dead, and the executive exits are the proof

10 takeaways: Why he thinks the frontier model is losing value the way the smartphone did, what Thomson Reuters got for $40M, and the Anthropic number…

Sep 2 • The Scuttlebutt

Gavin Baker: he asked every AI company for one number getting worse, and nobody had one | a16z

Why he thinks compute stays short through 2028, the 30% cut Kimi's license takes out of open-weights revenue, and the case for moving a growing share of…

Sep 1 • The Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts