For three years this was a story about models โ whose model is smartest. Today it is a story about money, factories, electricity and borders. The model got cheap. Everything underneath it got expensive.
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01:39 โ Microsoft has quietly closed 15+ offices in China over five years and never announced it. China is ~1.5% of its revenue. Nobody bans you โ they just make choosing you a career risk.
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05:25 โ Vantage Data Centers may go public at
$100 billion. Warehouses. Plus Michael Burryโs claim that the industry is understating depreciation by $176bn โ and the Richmond Fedโs answer.
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10:00 โ Anthropic in talks to buy Decart for ~$6bn. And the number underneath it: running a model got
99.7% cheaper in three years.
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12:48 โ Demis Hassabis spent his last weeks as DeepMind CEO lobbying for an independent AI referee โ then stepped down. Is a referee proposed by the players a referee, or a shield?
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15:28 โ India: a construction company just won $1.57bn to wire
10,000 Blackwell GPUs into one machine in Chennai.
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17:23 โ Lenovoโs record $26.9bn quarter โ and the reported net loss hiding inside it.
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19:05 โ Japanโs Turing wants a $10bn US listing, riding into America inside somebody elseโs car.
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21:12 โ Data centres that float, powered by waves. An appealing idea โ not yet a working technology.
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23:37 โ The memory supercycle: DRAM up ~125% this year. If your product has a circuit board, your costs are going up.
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25:34 โ Three things for Monday.
AI news for humans, not robots. Stay curious, stay human.
What is AI Neanderthal by Malcolm Werchota?
AI news for humans, not robots.
Every weekday, Malcolm Werchota comes out of the cave and explains what actually happened in AI โ in plain language, with the numbers checked and the hype taken out. Around ten stories a day: three explained slowly, the rest fast.
No jargon. No breathless futurism. Just what happened, what it costs, and who gets handed the bill โ explained the way you would explain it to a smart friend who does not work in tech.
If you run a company, sit on a board, or simply want to understand the technology reshaping your industry, this is your daily 25 minutes. Keep the stories that touch your world.
Stay curious, stay human.