Open weights are not open minds: the neural net cosplay
Open-weight models are sold as more open than API models. A neural net is billions of opaque floats either way. Open mostly means run it yourself — usually on NVIDIA, sometimes the Ascend bet.
DeepSeek returns on Huawei iron — we told you the bus was the story
DeepSeek’s new model generation, tuned for Huawei Ascend, is the software half of the NVLink-vs-open-bus fork. How likely is Chinese hardware independence? High for a sovereign inference lane; contested at the deepest manufacturing layers.
Why long sessions make AI coding cheap: prompt cache hit-rate
If you run coding agents day in and day out, you eventually notice something odd. Some weeks the bill looks almost boring. Then a few sharp spikes appear — usually on days when someone reopened an old chat on another … Continued
