Disassembling Dalvik(margin.re)
40 points by kc0bfv | 2 comments
First screen, captured .
Looks similar
GLM 5.2 and the coming AI margin collapse(martinalderson.com)
641 points by martinald | 412 comments
Blog post by Martin Alderson, first of a two-part series arguing that open models like GLM 5.2 will drive a collapse in AI provider margins.
xAI is looking more like a datacentre REIT than a frontier lab(martinalderson.com)
658 points by martinald | 507 comments
Blog post by Martin Alderson arguing xAI's capacity deals with Anthropic and Google make it resemble a datacentre REIT more than a frontier AI lab.
Nvidia's $20B antitrust loophole(ossa-ma.github.io)
509 points by ossa-ma | 159 comments
Blog post arguing Nvidia's $20B deal for Groq's assets and hiring of CEO Jonathan Ross exploits an antitrust loophole to avoid merger scrutiny.
Prompt caching for cheaper LLM tokens(ngrok.com)
268 points by samwho | 67 comments