Sitemap - 2026 - SAIL Media

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