Lots of open-model vs frontier lab reading this week…
“Moonshots Red Queen” - MTS. The frontier-lab-to-open-weight pipeline feels shorter than ever, like 1-2 months? Just this week OpenAI slashed prices for their new models… The Kimi effect?
“American AI is locked down and proprietary. It’s losing” - Ben Werdmuller. Good read on open vs closed ecosystems, infrastructure vs services and of course, China vs the US.
“Who’s Afraid of Chinese Models?” - Ben Thompson. As always, insightful from Ben on tokens vs intelligence, the “fully loaded cost” of different models and whether or not the frontier labs have anything to worry about.
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