
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.

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.

Meta's Ray-Ban smart glasses finally found their killer use case: helping blind veterans see. It's genuinely good tech wrapped in obviously calculated PR — and somehow both things can be true at once.

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 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.

Meta swaps Llama 4 for Muse Spark AI on Ray-Ban smart glasses—because strapping a smaller, faster brain to your face is apparently the future nobody predicted but everyone's buying into.
Meta allegedly installed tracking software on employees' computers to log every click and keystroke—feeding the data to AI that will replace them. The dystopia has a business model.