Latest Insights on ZTO

How could Chinese AI models play a role in American businesses? The Chinese Elephant in the Room An AI model recently completed an assignment for roughly 98% less than one of its leading competitors. Why isn't everyone using it?
How could Palantir and Nvidia help change the economics of AI? The Next AI Fortune Might Fit in a Shipping Container Most shipping containers are pretty boring. But Ian says this one could create the next wave of winners in the AI infrastructure boom.
How much do we really know about how AI thinks? Chart of the Week: AI Is a Black Box Anthropic's newest AI models lasted only days before being taken offline. Ian says this highlights a much bigger issue...
How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
How should we deal with AI that's growing up fastr than we expected? AI Is Growing Up And We Need To Guide It Ian says Dario Amodei's recent essay helps explain why the next phase of AI will test more than just the technology itself.

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