ai-bubble
The Story and the Soil
Anthropic’s preliminary second-quarter revenue topped $11.5 billion ahead of its IPO, a figure that surfaced in the pre-listing flash of headline numbers ahead of the offering posted by @peark.es. Let that number sit for a moment without reaching for any adjective. It is not a signal, a vindication, or a warning. It is simply what…
The Week Scale Stopped Being the Answer
One of the people who helped invent the modern AI model just changed teams. CNBC reported that Noam Shazeer, a co-lead on Google’s Gemini, left for OpenAI, taking with him a name that appears on the original paper that made all of this possible. On its own that’s a transfer-window headline, a star moving from…