Sitemap - 2026 - SAIL Media

THE SWELL #17

Xi-Trump to talk AI Safety, Huh?

Macartney to Mar-a-Lago

🔮🇨🇳 Inside the Chinese AI labs where America’s AI controls created its toughest competiton

A big lesson of my China visit: compute shortages are holding back Chinese AI

ChinAI Mood: April 26 - May 4, 2026

How open model ecosystems compound

📈⏳ The broken bargain of Moore’s Law

🔮 Exponential View #573: Are the AI labs building for an intelligence explosion?

THE SWELL #16

We Spent 10 Days Touring Chinese AI Labs. Here’s What We Saw.

Notes from inside China's AI labs

I don’t think we are close to “AI scientists”

Ken Liu on AI and Freedom

🔬Doing Vibe Physics — Alex Lupsasca, OpenAI

🔮 Exponential View #572: AI’s moats, myths and moral loopholes

The distillation panic

📈 Data to start your week: AI boom, nowhere near the ceiling

THE SWELL #15

The Quantum Industrial Base

🔮 How Ukraine solved the hardest problem in defense

No Jensen, Not All Compute is Created Equal

Physical AI that Moves the World — Qasar Younis & Peter Ludwig, Applied Intuition

DeepSeek V4

Human drivers keep crashing into Waymos

AIE Europe Debrief + Agent Labs Thesis: Unsupervised Learning x Latent Space Crossover Special (2026)

THE SWELL #14

Shopify’s AI Phase Transition: 2026 Usage Explosion, Unlimited Opus-4.6 Token Budget, Tangle, Tangent, SimGym — with Mikhail Parakhin, Shopify CTO

Notes on Jensen v Dwarkesh

Reading today's open-closed performance gap

Fixing the GaN Problem

Q1 2026 Performance Update: Roughing It in the AI Age

Meta is back in the LLM game after a year-long break

Quantum 101

Should the US Buy from CXMT?

📈 Data to start your week: Inside the AI boom – jobs, jargon & jittery uptime

THE SWELL #13

My bets on open models, mid-2026

🔮 The classified frontier

Notion’s Token Town: 5 Rebuilds, 100+ Tools, MCP vs CLIs and the Software Factory Future — Simon Last & Sarah Sachs of Notion

SAIL Mid-Week Digest

Claude Mythos: China Reacts

Mythos and National Power

💸 Mythos and the mispricing of everything

Why is DeepSeek Hiring in Ulanqab, Inner Mongolia?

🌻 AI populism's warning shots

The inevitable need for an open model consortium

China’s AI Companies Are Going Closed Source

Tracking the Bipartisan Punching Bag: AI Data Centers

THE SWELL #12

Claude Mythos and misguided open-weight fearmongering

SAIL Mid-Week Digest

How Much Compute Does China Have? A Demand-Side Analysis

How Much Compute Does China Have?

Extreme Harness Engineering for Token Billionaires: 1M LOC, 1B toks/day, 0% human code, 0% human review — Ryan Lopopolo, OpenAI Frontier & Symphony

Marc Andreessen introspects on The Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"

Moonlake: Causal World Models should be Multimodal, Interactive, and Efficient — with Chris Manning and Fan-yun Sun

Bernie Sanders has a plan to stop the AI industry

China's AI Education Experiment

Components of A Coding Agent

Gemma 4 and what makes an open model succeed

📈 Data to start your week: The AI capacity trap

THE SWELL #11

🔮 Autoresearch and the experimental society

Unitree Goes Public

Why it’s getting harder to measure AI performance

🔮 Exponential View #567: How AI is rewiring work

Mistral: Voxtral TTS, Forge, Leanstral, & what's next for Mistral 4 — w/ Pavan Kumar Reddy & Guillaume Lample

Latest open artifacts (#20): New orgs! New types of models! With Nemotron Super, Sarvam, Cohere Transcribe, & others

Jen Pahlka

📈 Data to start your week: The AI buildout

THE SWELL #10

Dreamer: the Personal Agent OS — David Singleton

OpenAI is shutting down Sora, its AI video app

Lossy self-improvement

🔬Why There Is No "AlphaFold for Materials" — AI for Materials Discovery with Heather Kulik

🌻 why LLMs are bad writers but good editors

A Visual Guide to Attention Variants in Modern LLMs

How to think about AI company finances

📈 Data to start your week — Helium special

🔮 Jensen’s OpenClaw thesis

THE SWELL #9

($) "Death" of Qwen and the “Hundred Claws War”

🔮 Why I changed my mind about Apple

Nukes and AI

GPT 5.4 is a big step for Codex

Why Anthropic Thinks AI Should Have Its Own Computer — Felix Rieseberg of Claude Cowork & Claude Code Desktop

It still doesn’t look like there’s an AI bubble

🔮 Exponential View #565: Autoresearch; the solar supercycle; an agentic nation; ChatGPT Olympian, seeing fraud & moving asteroids++

📈 Data to start your week

What comes next with open models

THE SWELL #8

Retrieval After RAG: Hybrid Search, Agents, and Database Design — Simon Hørup Eskildsen of Turbopuffer

Cursor's Third Era: Cloud Agents

Making Money in Chinese AI Safety

NVIDIA's AI Engineers: Agent Inference at Planetary Scale and "Speed of Light" — Nader Khalil (Brev), Kyle Kranen (Dynamo)

🔮 Exponential View #563: The Citrini craze; human cognition; the most aggressive AI regulation; OpenAI spikes; COBOL returns; bye‑bye tax filing++

Software Abundance for Government

Every Agent Needs a Box — Aaron Levie, Box

📈 Data to start your week

THE SWELL #7

Dean Ball on open models and government control

Chinese Open Source: A Definitive History

Olmo Hybrid and future LLM architectures

Alibaba's AI Drama

Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

Latest open artifacts (#19): Qwen 3.5, GLM 5, MiniMax 2.5 — Chinese labs' latest push of the frontier

Pentagon vs. Anthropic

EMERGENCY POD: Iran + Anthropic

The Pentagon’s bombshell deal with OpenAI, explained

🌻 AI vs. the pentagon

Anthropic v DoW

Sorry skeptics, AI really is changing the programming profession

📈 Data to start your week

THE SWELL #6

The Pentagon is making a mistake by threatening Anthropic

⚡️The End of SWE-Bench Verified — Mia Glaese & Olivia Watkins, OpenAI Frontier Evals & Human Data

🔮 Where the human ends and AI begins

How much does distillation really matter for Chinese LLMs?

A Dream of Spring for Open-Weight LLMs: 10 Architectures from Jan-Feb 2026

What Are Chinese People Vibecoding?

🫵 You already have an AI agent.

How Much AI Does $1 Get You in China vs America?

📈 Data to start your week

THE SWELL #5

Waymo just revealed a crucial statistic for scaling its technology

Does AI Have a Zero-Sum Problem?

🔮 X-raying OpenAI’s unit economics

Open models in perpetual catch-up

Chinese AI Rings in the Year of the Horse

How the US Won Back Chip Manufacturing

🎯 Magnitudes of intelligence

Another Conversation with Val Bercovici Memory Markets

📈 Data to start your week

THE SWELL #4

Seedance, Kling and the Chinese AI Video Ecosystem

($) Nebius Earnings: A GPU Cloud Masterclass

Character Training and the Masks We Wear | SAIL Live #4

🔮 Everyone’s looking for a bubble. No one sees the stampede.

Is China Cooking Waymo?

🌻 my week with the AI populists

The many masks LLMs wear

Opus 4.6, Codex 5.3, and the post-benchmark era

📈 Data to start your week

🔮 Exponential View #560: The $1 trillion panic; my favorite AI analysis tool; intention economy, CAR-T therapy & time++

THE SWELL #3

Live with SAIL, Exponential View and Interconnects

Mustafa Suleyman – AI is hacking our empathy circuits

The feds are probing Waymo's behavior around school children

Why Nvidia builds open models with Bryan Catanzaro

🔮 Exponential View #559: coherent agents; goodbye SaaS; orchestrators needed; space phages, immortality & Kimi's true identity++

Latest open artifacts (#18): Arcee's 400B MoE, LiquidAI's underrated 1B model, new Kimi, and anticipation of a busy month

🔮 Moltbook is the most important place on the internet right now

Thoughts on the job market in the age of LLMs

📈 Data to start your week

THE SWELL #2

How “95%” escaped into the world – and why so many believed it

An unlikely ally for open-source protein-folding models: Big Pharma

👀 Inside OpenAI's unit economics

Arcee AI goes all-in on open models built in the U.S.

🔮 The end of the fictions

“DeepSeek Moment” Anniversary in a Nashville Snowpocalypse

Could Claude Code Work for ChinaTalk?

🔮 Exponential View #558: Davos & reinventing the world; OpenAI's funk; markets love safety; books are cool, robots & AI Squid Game++

📈 Data to start your week

The SWELL #1

🌻 claude code psychosis

🔮 Anthropic’s Head of Economics on AI adoption, Claude Code, the burden of knowledge & future experts

Get Good at Agents

The Future of Economic Security with Dan Kim and Chris Miller

How shifting risk to users makes Claude Code more powerful

Zhipu and MiniMax IPO

🔮 Exponential View #557: Starlink, Iran & abundance; AI’s exploration deficit; AGI vibes, aliens, Merge Labs & regulating companions++

No Business Model: DeepSeek's Enduring Advantage

📈 Data to start your week

The Death of Software 2.0 (A Better Analogy!)

Richard Danzig on AI and Cyber

Ben Buchanan on AI

🔮 The work after work

The All-Star Chinese AI Conversation of 2026

🔮 Exponential View #556: When execution gets cheap. Capital gains, labor pains. AI buys the grid. CRASH clock, taming complexity & new zones of influence++ ++

Use multiple models

📈 Data to start your week

Claude Code Hits Different

2026 AI & Semiconductor Outlook

8 plots that explain the state of open models

The AI Competition as a Football Game

📈 Data to start your week

Latest open artifacts (#17): NVIDIA, Arcee, Minimax, DeepSeek, Z.ai and others close an eventful year on a high note