The name is the button.

An agent writes the code now, and a human thumb hovers over Accept all a hundred times a day. The honest question of this decade is what, exactly, you just accepted. So I read the diff.

Eight years as a backend engineer in Stockholm, back in Tokyo since 2023, and I still ship something small most nights, usually badly. My one rule: the only real review of a model is the thing you built with it. That is why there is no leaderboard on this site.

Around two hundred sources come through — the labs' own posts, the papers, the tools, the runtimes and languages nobody is watching yet, the chip under the demo, and the newsletters people actually forward. What is moving gets counted so the week reads at a glance, and every few days I explain one mechanism in plain words.

A story here is a headline, a short excerpt, one image and the link to whoever wrote it. We never reproduce the post; the images belong to their authors. A post written in Japanese appears in Japanese, exactly as it was published, and the link goes to the original.

— Yuki Halvorsen, Tokyo

← Accept All Archive

Bloomberg TechnologyValley

Tech Investor Dan Niles: AI Revenue Slowdown Demands Stock Picking

11.06

Niles Investment Management Founder and veteran tech investor Dan Niles says competition from open-source models is weighing on token prices and slowing revenue growth at leading artificial…

Funding & deals

Read at Bloomberg Technology ↗

One letter a week, starting soon.

Latest

Tech Investor Dan Niles: AI Revenue Slowdown Demands Stock Picking

Related

AsiaQiming-backed Nature Select raises $100m for AI social app Tech in Asia

AsiaVast Data secures $10b in customer commitments for AI platform Tech in Asia

ValleyDropbox acquires Tigris Data for $350M, releases new AI productivity features SiliconANGLE

ValleyAutonomous combat drone maker Shield AI buys radar startup Echodyne for $5.3B SiliconANGLE

AsiaChinese video startup Sand AI raises $200m Tech in Asia

AsiaMonee is growing fast, but can its model work beyond Shopee? Tech in Asia