If you remember. So there is a close second that we were considering, which basically ended up becoming more of these automation tools, but especially the vision around really personalized agents. that would actually do things for you.
Its share grew from 1.9% last week to 5.9% this week.
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Recent weeks2.2%→This week5.9%
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The Cognitive Revolution
AI in the AM — Weekly Highlights: Relaunch Week (Aug 17–20, 2026)
The eras come at us so fast in this space. You know, the moment we had, I forget exactly when it was, but there was a moment where it was like, oh, there's a GPU glut.
Why People Are Paying 10x More for AI - and What That Means for the Chip Market | Sid Sheth, d-Matrix
Wow, that's amazing. What about edge compute? It seems to me that this would apply the latency question. Are you moving at all into the edge where latency is so important?
There's no other way, right? I mean, they're going to have to find a way to use a different type of low-latency computing to augment the throughput-based computing that they've been kind of doing with HBM-based solutions. So, the GPUs or other accelerators that all use HBM jus...
Its share fell from 4.8% last week to 0.8% this week.
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Recent weeks5.6%→This week0.8%
Came up less often than in recent weeks.
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The Cognitive Revolution
AI in the AM — Weekly Highlights: Relaunch Week (Aug 17–20, 2026)
Because if you look at our evals, to give you an example, we tested most models, but Gemma 4 was one of the winners in terms of quality, speed. Quite to our surprise, because if you look at most of the benchmarks, it's not one of the models, but I have a suspicion Google has s...
The market is like, oh, you know, the OpenWeights labs are gonna, you know, OpenWeights, uh, models are gonna dominate, but then it takes 9 months to deploy.
Quen, by the way, is really freaking good, and so is GLM. These are local models, or in the cloud, you can run them in the cloud or locally, that are actually great AI models that can do stuff like that.
This is using Minimax H3, an incredibly powerful open-source model that you can run locally. You can run it on— if you have a high-end graphics card, you can run it. You can rent for pennies a graphics card in the cloud to experiment. You don't have to pay out the nose for a l...
We don't know the stories behind all of that, uh, but I think it's trouble time for OpenAI. Um, and, you know, we've also discussed the last 2 weeks the, the OpenWeight models as competitors, which I think is critically important. All the more important now because of the secu...
Elon's Former Battery Chief: AI Data Centers Will Make Electricity Cheaper
I mean, I actually think the data center should just pay for the infrastructure that comes to them because The return on investment of these data centers is so high, and that infrastructure actually isn't that expensive compared to the GPUs. But if you think of data centers as...
Why People Are Paying 10x More for AI - and What That Means for the Chip Market | Sid Sheth, d-Matrix
Manufacturing, just delivering on product, deploying product faster, supporting product faster, making more of our product. All of these need to happen, bringing on more people to help support more customers. All of this needs to happen simultaneously. And that is why we did t...
Its share has stayed near 10.7% of the conversation for three weeks.
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Machine Learning Street Talk
Stealing Reasoning Traces from Proprietary LLM APIs — Ilia Shumailov & Alexander Panfilov
I see. Wow. It's kind of cool, isn't it? Okay. So, and can you talk through, presumably outside of privacy, there are also safety implications around this?
Simulation: the new Scaling Law — Joon Sung Park, Simile AI
we also want to make sure that we form enough of guardrail and perspective on how to leverage this technology before we go on to serve markets like the politics
What are you seeing in terms of adoption? And like, what are maybe some of your favorite app layer creative use cases, new possibilities that are opening up as a result of of the foundational technology that you're providing?
It's super fun, super silly. And when I tell you how I made it, it is like 3 paragraphs, which blows my mind still. And along those lines, if you're not using the new GPT voice mode, Gavin, it is so good to have natural language conversations with an AI that is capable of spin...