It may be time to rethink the AI trade as two increasingly distinct AI ecosystems emerge around the US and China, according to a new analysis from Goldman Sachs. “The narrative of a global AI duopoly is gaining traction among investors,” wrote strategists led by Kinger Lau in a note published on Sunday. One ecosystem
A DeepSeek engineer who helped write a key component of the company’s latest model has given his readers a rare insight into work at a Chinese frontier lab — and how China’s workers are contending with AI’s risks. In a blog post published in Chinese on his public WeChat account titled “I Have No Choice
How do you measure whether an AI is really good at predicting the future? The CTO of startup Obside recently emailed me with a fascinating real-world benchmark. Instead of giving the AI models another standardized test, Obside had ChatGPT, Gemini, Claude, Grok, Mistral, DeepSeek, and Kimi bet on World Cup matches using live odds from
Here’s a delicious AI irony. For years, tech giants have argued that if information is available on the Internet, it can be used for the development and output of AI models. They call it fair use. Content owners have tried to avoid it, without success. Now Anthropic, OpenAI, and Google are discovering what the rest
