Per-engineer productivity from AI coding runs from -19% to 8x. The distribution has three tiers, & the gap between them is the operating layer, not the model.
Open-weight models keep catching closed frontier systems on Chatbot Arena Elo, 2023-2026, but have not materially led.
Slate Auto's $24,950 bare-bones pickup & Thinking Machines' 975B Inkling model share one business model: ship a vanilla, open base & monetize the customization layer.
The system around the model, not the model itself, is where the next generation of AI advantage will be won. What Grok Build's codebase-upload incident reveals about the harness.
AI is like a colander. Customers pour in, & many pour out. Retention lands between a mobile game & a social network, while the price of intelligence keeps falling.
How AI reshaped the software stack, venture stage definitions, and the firms that win over three years.
Ollama has become the largest developer platform for open models, with 8.9m developers & one million new installs each week. Today we announced our investment in the Series B.
An agent that forgets mid-sentence isn't a context-size problem. It's a memory-architecture problem. A preflight step, a skills library, & a watchdog fix it.
Forward-deployed engineering has gone from a Palantir signature to an industry default. The total bill : nearly $10b in 12 months.
The Economist put 25 frontier AI models through the World Values Survey. The variance is real, the obvious groupings don't hold, & worldview may be the next line item on an AI RFP.
