Srini Srinivasan argues that evaluations run at comfortable utilization only measure the flat part of the queueing curve. His alternative asks for p99.9 under conditions a two-week bake-off has to manufacture.
Reality
- Evidence42
- Adoption
- Insufficient
- Hype gap+20
- Incentives85
- Confidence60
Selected AWS customers can try The Biological Computing Company's video model from Tuesday. The cells stay on silicon arrays in San Francisco, and what customers get is software built to imitate how those cells handled images.
Reality
- Evidence45
- Adoption25
- Hype gap+35
- Incentives70
- Confidence55
Business Insider, citing eight current and former employees, reports that Google's cofounder holds no executive title while making technical calls on Gemini from a desk the new DeepMind SVP shares. Google declined to comment.
Reality
- Evidence40
- Adoption
- Insufficient
- Hype gap+14
- Incentives62
- Confidence38
Oriol Vinyals has left Google DeepMind to build Discovery Loop with Jeff Dean, Sanjay Ghemawat and Quoc Le, on the argument that AI already writes the code and runs the experiments while idea generation and judging results lag.
Reality
- Evidence45
- Adoption15
- Hype gap+20
- Incentives75
- Confidence45
Zeki Data's flow numbers put Anthropic at 22-to-1 and Google DeepMind at 2-to-1. Staffers blame pay, morale and the Gemini mandate; Zeki's founder blames the publication rules.
Reality
- Evidence48
- Adoption
- Insufficient
- Hype gap+22
- Incentives68
- Confidence52
The team move disclosed no price. It handed every Instant customer a choice between porting the data layer and paying for the ops that Instant Cloud used to run.
Reality
- Evidence58
- Adoption38
- Hype gap+14
- Incentives68
- Confidence55
Veeda AI raised $90 million three months after being founded, co-led by Khosla Ventures and Radical Ventures. The pitch: simulated reality is the infrastructure layer robotics is missing.
Reality
- Evidence38
- Adoption
- Insufficient
- Hype gap+52
- Incentives74
- Confidence44
A July 13 statement of eighty-eight words has collected close to 2,000 signatures and 17 Nobel laureates. The measurement work it implies has not been done inside a single company.
Reality
- Evidence48
- Adoption34
- Hype gap+22
- Incentives62
- Confidence43
One aggregated account puts every original xAI co-founder out the door by late March 2026, plus 80-odd researchers. Buyers signing multi-year AI commitments should price that.
Reality
- Evidence16
- Adoption
- Insufficient
- Hype gap+58
- Incentives55
- Confidence22
Dave Vellante argues HBM, advanced packaging, network fabric, power and site readiness stay tight until at least 2028. Price discovery gets pushed out with them.
Reality
- Evidence28
- Adoption37
- Hype gap+26
- Incentives71
- Confidence33
Gemini 3.5 Pro is two months past its promised June date with no explanation, Jeff Dean has left after 27 years, and OpenAI's valuation held flat at $852bn through a $7bn buyback.
Reality
- Evidence38
- Adoption34
- Hype gap+32
- Incentives55
- Confidence36