Keep pulling the thread on Travis Kalanick, Gavin Baker.
The valuation of SpaceX stock increased by a factor of eight in a single year.
Z.AI claims its GLM-5 family of models was trained entirely on clusters of Huawei Ascend 910B chips.
China is predicted to package Huawei chips and optimized models into an "AI in a box" solution to sell globally at a fraction of the cost of Western alternatives.
Micron's entire 2026 supply of high-bandwidth memory (HBM) is sold out.
Micron has secured supply chain agreements with floor and ceiling prices that cover 50% of its revenue from four large customers.
DRAM is predicted to account for 30% to 40% of all hyperscaler capital expenditures in the next year.
According to polling, 80% of Democrats now disapprove of Israel.
China's Z.AI has released GLM 5.2, an open-source model with 744 billion parameters and a 1 million token context window under the MIT license.
Z.AI's GLM 5.2 model scored 51 points on the Artificial Analysis Intelligence Index, the highest score ever for an open-weight model.
The Chinese model GLM 5.2 outperformed GPT-5.5 on the frontier SWE coding benchmark and trails Claude Opus 4.8 by less than one percentage point.
The API usage cost for Z.AI's GLM 5.2 is 85% cheaper than GPT-5.5 for comparable performance.
The founder of Z.AI told Elon Musk that open-weight models with capabilities equivalent to Anthropic's Fable will be available sooner than Q1 2027.