Topic
ai-models
3 articles
The Long View ·
The Long View: Open-Source AI and the Battle Over the Stack
Meta gives away its models. Startups build on them. Incumbents feel the pressure. Is this a sustainable equilibrium — or the early phase of something bigger?
Signal Maps ·
Signal Map: The LLM Landscape — Who Builds What
A structured map of the large language model competitive field: frontier labs, open-source challengers, specialized players, and the Chinese ecosystem.
Briefings ·
Signal Briefing: January 6, 2026
New AI model releases raise the performance bar, semiconductor earnings previews signal demand shifts, and the API economy matures.