CHAMATH COOKED: How Facebook Squandered Its AI Crown
Chamath Palihapitiya says Meta fumbled its AI lead. He's not wrong — they had FAIR, PyTorch, and LLaMA, then blew $50B on metaverse cosplay while OpenAI ate the world.
Tagged: ai
Claude's Quiet Heist: Anthropic Is Stealing ChatGPT's Bag
Anthropic's Claude is quietly poaching ChatGPT's paid subscribers with better coding, cleaner prose, and zero corporate chaos. OpenAI's response? More features, more drama, more vibes that scream 'we're losing the plot.'
Grok Hits Amazon Bedrock: Corporate AI Goes Edgelord
xAI's unhinged chatbot Grok is landing on Amazon Bedrock. Because what enterprise really needs is an LLM fueled by Twitter memes and Elon's ego.
AI Giants' Data Grab Finally Catches a Lawsuit
The trillion-parameter AI gold rush always relied on your data. Now Perplexity, Meta, and Google face a $12.5B lawsuit that could expose the whole dirty training pipeline.
OPEN SOURCE ATE THE FRONTIER. WALL STREET'S LATE.
DeepSeek R1 cost $5.6M to train and matched OpenAI's o1. NVIDIA lost $600B in a day. The open-source AI revolution is here and Wall Street's late.
ZUCK'S WANG GAMBLE: META'S $30B AI HYPE PROBLEM
A year after tapping Alexandr Wang for AI, Zuckerberg is stuck actually selling it. Good models ≠ products people want.
AI Price War: Race to Zero Activated
OpenAI and Anthropic are getting squeezed as Google, DeepSeek, and Meta slash AI prices toward zero. The foundation model business is commoditizing faster than the valuations can handle.
META KILLS ITS OPEN AI STREET CRED—LLAMA ERA FLAMED OUT
Meta admits its free-model strategy is dead. Llama was supposed to democratize AI—instead it became raw material for everyone else's products while Meta burned $80B. The open weights era is ending.
AI ROI Is the New Emperor's New Clothes
Business Insider asked 4 execs how they measure AI ROI. None mentioned token costs. That's like running a fleet and ignoring gas prices—corporate AI adoption is flying blind.
DeepSeek Just Broke the AI Hype Machine
DeepSeek trained a GPT-4-class model for $5.6M on nerfed chips and open-sourced the whole thing. The AI hype machine just met its reality check.