The Sequence Opinion #900: Beyond the GPU: Is Google the Only Full-Stack Rival to NVIDIA?
A thesis about the biggest AI rivarly nobody is talking about.
thesequence.substack.com·platform·65 items·last fetched
A thesis about the biggest AI rivarly nobody is talking about.
Thinking Machine's new model revitalizes America's open source AI approach.
From the release of DeepSeek R1, distillation in reasoning models have become one of the most common techniques in frontier AI.
Next Week in The Sequence:
Can Meta compete with frontier AI labs.
A visual explanation for OpenAI's new science for coding evaluations and benchmarks.
A joiurney through the evolution of distillation for frontier models.
Next Week in The Sequence:
What properties make certain domains suitable for AI.
Addressing one of the biggest use cases in enterprise AI.
The papers and techniques that laid out the ground work to evolve distillation to this level.
New models, agents and the evolution of the FDE landscape as the new battle field in AI.
Use cases,key platforms, architectures, challenges and more.
This research paper is pushing the boundaries of synthetic data.
Understanding the key principles of distillation in simple terms.
New model releases, new agents and a soccer cup.
An essay about the raise of autonomous science environments.
One of the main frontier AI models is adding embodied AI capabilities.
A deep dive into one of the most important techniques in modern AI.
What happens when AI models compete in the most popular sport in the world?
A week of really unexpected turns in the AI market.
The Token Economy Is Here. We’re Measuring It Wrong.
DiffusionGemma is one of the most serious non-transformer models in the market.
And a new series about Distillation
AI just got way bigger.
A new business software paradigm for the agentic era.
On “Language Models Need Sleep,” and the slow death of the train/test split
One of the biggest debates in modern AI.
A new AI soccer tournament, major model releases, fundraises and Antropic's S-1.
Full stacks vs layer specialists. That's the AI race.
Might seem like a minor release. But it really isn't.
Inside one of the msot promising non-transformer architectures.
Opus 4.8 and remarkable fundraising events.
The technique pushing breakthroughs in agentic computing.
One of the most impressive small models recently released.
LlaDa, Gemini Diffusion and Mercury rule the space.
The next AI frontier might be capital structuring.
The raise of agentic sandboxes.
Thinking Machines’ interactive models turn real-time conversation, vision, audio, and tool use into one continuous learned system.
One of the most credible alternatives to transformers.
Cerebras monster IPO, three new innovative frontier AI labs
Some ideas about how companies should think about evaluations.
Anthropic's fascinating new papers for the future of AI interpretability.
Inside the core ideas, potential and challenges of SSMs
Some groundbreaking research from Anthropic, OpenAI’s new voice models and major valuation shifts in Chinese AI labs.
Building software for the agentic economic.
The new member of the Nemotron family is an incredibly impressive release.
An unexpected alternative to transformers.
Anthropic vs. OpenAI, Legora vs. Harvey.
Every SaaS will be a CLI.