Why now, and why the office The trigger looks like a Morgan Stanley note from 30 July: AI investment has entered ‘halftime’, and the market is shifting from chasing upstream compute chips to two new fronts, AI applications and supporting resources. The real reason is simpler. Tencent, long mocked as behind in AI, is now … Read more
The barrier is falling Until 2024, training a usable coding base model cost tens of millions of dollars in corpus cleaning and pretraining. Today, with Meta’s Llama 3, Kimi and DeepSeek open models, general code ability has been commoditised. A startup no longer reinvents the wheel: take a strong open base, feed cleaned code and … Read more
Meta’s acquisition of Virtue AI is easy to read as another Silicon Valley talent grab. Look closer and it is a signal ab