Sign in Subscribe

AI

Why GPT and Claude Failed the World's Biggest Hedge Fund's Finance Test — and a Custom Model Hit 84.7%

Why GPT and Claude Failed the World's Biggest Hedge Fund's Finance Test — and a Custom Model Hit 84.7%

Bridgewater and Thinking Machines Lab tested Gemini, Claude, and GPT on the document-filtering work real investors do every day. The best frontier model topped out at 78.2% — below the 80% investors needed to trust it. A smaller custom model, trained on private expert answers, hit 84.7%. Here&

Are 'AI-Proof' Jobs Real? A 21,500-Company Study Says Where You Work Matters More Than What You Do

Are 'AI-Proof' Jobs Real? A 21,500-Company Study Says Where You Work Matters More Than What You Do

TL;DR — The popular framing of "AI-proof jobs" — pick the right occupation and you're safe — may be aiming at the wrong variable. A study of 21,559 U.S. companies by Ramp and Revelio Labs found that firms investing most heavily in AI grew headcount

Nvidia Now Takes Equity Instead of Cash: Is $800 Billion of AI 'Circular Financing' the New Dot-Com?

Nvidia Now Takes Equity Instead of Cash: Is $800 Billion of AI 'Circular Financing' the New Dot-Com?

TL;DR — Nvidia has stopped simply selling chips to cash-strapped AI startups and started financing them: its new AI Computing Partner Program hands GPU capacity to cloud providers in exchange for a cut of their future revenue, backed by a guarantee to buy back any capacity they can'

Is AI Actually Taking Jobs Yet? The 2026 Data Shows a Split Verdict

Is AI Actually Taking Jobs Yet? The 2026 Data Shows a Split Verdict

TL;DR — The honest answer is: not much yet at the economy-wide level, but real damage is already concentrated in specific corners. Overall unemployment for AI-exposed jobs is actually lower than for less-exposed ones, and 90% of firms report no measurable AI productivity impact. But recent college

Is AI a Bubble? What the 2026 Capex-to-Sales Ratio Actually Shows

Is AI a Bubble? What the 2026 Capex-to-Sales Ratio Actually Shows

TL;DR — The five biggest US hyperscalers will spend $660–690 billion on AI infrastructure in 2026 — nearly double 2025 — pushing their capex-to-sales ratio to roughly 34%, already above the 32% peak hit at the height of the dot-com bubble in 2000. Bulls point to real, fast-

AI API Pricing Explained: Why 'GPT-5' Got 4x More Expensive in Under a Year

AI API Pricing Explained: Why 'GPT-5' Got 4x More Expensive in Under a Year

TL;DR — Per-million-token API prices across Claude, GPT, and Gemini now range from about $1 to $30 depending on which specific model you pick — and confusingly, the same base name can span that whole range. The original GPT-5 still runs at $1.25 input / $10 output per

What Is HBM (High Bandwidth Memory)? The Real Bottleneck Behind the AI Chip Boom

What Is HBM (High Bandwidth Memory)? The Real Bottleneck Behind the AI Chip Boom

TL;DR — HBM (High Bandwidth Memory) is a stack of memory chips wired straight into an AI processor, built to solve the one thing raw compute power can't fix on its own: getting data to the chip fast enough. Every major AI accelerator depends on it, only three