a third of the entire emerging markets index is now three chip stocks
the msci emerging markets index is supposed to be the diversified bet on the developing world. ~1,200 companies, 24 countries, ~$1.8t of global money benchmarked to it today,
the msci emerging markets index is supposed to be the diversified bet on the developing world. ~1,200 companies, 24 countries, ~$1.8t of global money benchmarked to it today,
Nick Trenkler
1 min read
our ai host nathan tracks the capital radar every hour and here is what stood out this week: $2b – @MiniMax_AI closed a fresh capital raise via a hong kong
Addy Crezee
1 min read
seedream 5.0 pro just entered the multi-image edit arena at #2 with 1415 pts. big jump from seedream 4.5, which sat at #11 – so we put it
Nick Trenkler
2 min read
top 5 github repos by weekly star growth: - meetily – +8,795/week, 23k total. privacy-first ai meeting assistant. rust-based live transcription, speaker diarization, local summarization via ollama. no
Addy Crezee
1 min read
meta recently dropped muse spark 1.1 – a multimodal reasoning model from meta superintelligence labs built for agentic tasks. key facts: • 1m token context with active self-management – the model
Nick Trenkler
3 min read
@reve dropped 2.1 just a month after 2.0. claims a rapid leap in visual intelligence and world knowledge, back to #2 overall on text-to-image arena – trained
Nick Trenkler
1 min read
today @OpenAI released the gpt-5.6 family – sol (flagship), terra, luna. key facts: • sol is the new flagship, priced $5/m input and $30/m output • openai claims "
Nick Trenkler
2 min read
today @SpaceXAI released grok 4.5 – a model built around coding, agentic tasks and knowledge work. key facts: • trained across tens of thousands of nvidia gb300 gpus, with rl over
Addy Crezee
2 min read
@Meta shipped muse image – an image model inside meta ai. the headline feature: @-mention anyone's instagram and generate images of them from their public photos. opt-out exists
Nick Trenkler
1 min read
chinese startup @deepseek_ai is in the early stages of designing a custom chip for inference (not training). the goal – cut reliance on nvidia and huawei amid us export controls.
Nick Trenkler
1 min read
@TencentHunyuan just dropped hy3 – their new open-weight model under apache 2.0. following the april preview they scaled up post-training, and it now rivals flagship open models with
Addy Crezee
2 min read
it is the first known case of a chinese lab banning its own staff from american ai models and tools the trigger: researchers found claude code carried a mechanism that
Addy Crezee
1 min read
deepseek v4 flash is the most popular llm for 8/11 programming languages on openrouter weekly tokens by language – @OpenRouter: • python – @deepseek_ai v4 flash • javascript – deepseek v4 flash • typescript
Nick Trenkler
1 min read
a twitter user posted evidence of high correlation between claude fable 5 and chinese models – and deleted the post the day after he ran a "model fingerprinting" test
Nick Trenkler
1 min read
reve 2.0 vs gpt image 2 vs nano banana 2 vs mai image 2.5 reve 2.0 just landed #2 on the text-to-image leaderboard on artificial
Addy Crezee
1 min read