AI’s finally expensive enough to make Wall Street nervous
… And Google is also facing competitive pressures from Chinese AI tools, as well as pricing pressure to keep the cost of its models low. …
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America needs to stop getting shocked by Chinese AI
… The performance gap has been narrowing for some time, with recent models from companies like Z.ai and DeepSeek seen as highly competitive with top-tier offerings from US labs like Anthropic and OpenAI. …
CEO Melanie Perkins explains Canva’s big pivot to AI
… So you use our models and we get two bites of the apple on token pricing.” I’ve heard this from a bunch of AI CEOs, that database access in general is going to become a new pricing vector. …
Amazon
… Both feature Ring’s Retinal 2K video resolution , bringing higher-res support to Ring’s base models. …
You’re about to feel the AI money squeeze
… As Gartner’s Sommer puts it, pricing models may change significantly down the line, but right now, there’s a “narrow space on the treadmill” between short- and long-term goals. …
Microsoft AI chief Mustafa Suleyman says there are three labs that matter — and he wants Microsoft to be the fourth.
… I want to build the very best frontier models in the world, fully multimodal, and in order to do that, we have to prove that we can do everything that we need to from the ground up, and we’re not just going to take from others.” One of Microsoft’s first steps at Build was indeed to play catch-up on… …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… But the OpenAI play — and the pivot to AI generally — suggests a specific vision: The key place to make money isn’t training foundation models. The real money is inference, or using AI models to output results on data that isn’t in the training set. …
Analysis
… Di Benedetto Mar 13 Bespoke AI models are the next big thing in filmmaking Ben Affleck’s AI startup, recently purchased by Netflix for around $600 million, has a different approach to gen AI. …
Gamers will learn to love AI, says Razer CEO
… Like any gamer, when I play a game, I want to be engaged, I wanna be immersed, I wanna be able to be competitive. I don’t want to be served character models with extra fingers and stuff like that, or shoddily written storylines, so on and so forth. …
Here’s how the new Microsoft and OpenAI deal breaks down
… It’s had some impressive results with models like MAI-Transcribe-1, a speech-to-text model that works across 25 different languages. But most of Microsoft’s own AI models have been very task specific or smaller in size compared to OpenAI’s large language models. …