AI Agent Benchmarks Are Breaking in 2026
Why soaring AI agent benchmark scores mislead — Berkeley’s exploit of 8 benchmarks, OpenAI’s SWE-bench retirement, and the pass@1 reliability gap. Read more »
Mixture of Experts (MoE), Explained
How do giant AI models stay fast despite huge parameter counts? A walk through Mixture of Experts: routers, active vs total parameters, and the VRAM trade-off. Read more »
AI Compute Costs: The Great Divergence
Frontier training costs head toward a $1B run by 2027, while running the same capability fell 1,000x in three years — the great AI compute divergence. Read more »
Reasoning Models Explained: How AI Thinks
A plain-English guide to reasoning models: how chain-of-thought and test-time compute let AI think before answering, from o1 to the real cost of overthinking. Read more »
AI Semiconductors Own the Rack — the $1.2T Teardown
A teardown of the SIA-Deloitte report: chips are 95% of an AI rack’s value, 4,500 per rack, $1.2T by 2028 — cross-read against IDC’s memory-shortage scenarios. Read more »
Tokenized Stocks Go Mainstream: DTCC Bets, Solana Dominates
Wall Street’s settlement backbone DTCC is building a tokenized-stock platform for a July pilot, while Solana already commands 95% of on-chain trading volume. Read more »
ChatGPT Memory Reinvented: Inside OpenAI’s Dreaming V3
OpenAI’s Dreaming V3 swaps ChatGPT’s saved-memory list for a background process that reads past chats and refreshes itself over time, hitting 82.8% recall. Read more »
Gold Price Falls 22% — Central Banks Buy Dip
Gold price slid 22% from its January record, yet central banks bought a record 244 tonnes in Q1. We unpack what drove the drop and the rebound case. Read more »
SpaceX IPO: Biggest Listing Ever at $75B
SpaceX’s record $75B Nasdaq listing (SPCX) prices at $135 for a $1.75T valuation and debuts June 12, with Starlink profits and Musk-premium risk in focus. Read more »
Small Language Models: AI That Runs On Your Phone
Small language models run on 1-7B parameters and execute offline on phones, cutting cloud costs up to 90% while nearing the quality of far larger cloud models. Read more »