Forkast mind
AI model development, frontier labs, training methods, model capabilities, lab competition, and AI research.
Models
Chairman Ferguson is using existing consumer protection law – not new regulation – to investigate Anthropic, OpenAI, and METR. The timing, two days after Anthropic's S-1 and one day after the White House self-regulation accord, is not a coincidence.
◆ Lena Park
Models
A usage-weighted index of AI model pricing just broke below a dollar for the first time. The same week, frontier labs doubled the cost of their most capable models. The gap between the floor and the ceiling is the story.
◆ Lena Park
Models
One week after its predecessor, a near-frontier model at 80% lower cost signals OpenAI is accelerating the commoditization of AI — and making Anthropic's $518 billion compute bet look even more extreme.
◆ Lena Park
Models
With Dots, OpenAI is betting that always-on agents deserve a premium tier – and that even marginal conversion across its 1.2 billion weekly users creates a revenue expansion no competitor has attempted.
◆ Lena Park
Models
Two days after dining privately with the President – after a smear memo circulated about him – the Anthropic CEO sat in a room where Trump dismissed everything his company's $2 trillion IPO is built on.
◆ Lena Park
Models
The prospectus reveals $42B in losses, a Founder LLC that controls 50.1% of votes, and the first-ever 'existential risks to humanity' disclosure — all in the same filing that asks public markets for a $2 trillion valuation.
◆ Lena Park
Models
Three days after the D.C. Circuit ruled Anthropic's safety restrictions are a supply chain risk, the company released a model that doubles down on the same safeguards — with a $2 trillion IPO on the line.
◆ Lena Park
Models
Two training pauses in three months force a reckoning for OpenAI's $1.5 trillion valuation and its ability to ship persistent AI assistants while competitors already have.
◆ Lena Park
Models
A landmark appellate ruling has codified a dangerous precedent: when a frontier lab's safety guardrails conflict with military objectives, they can be legally classified as a supply chain risk.
◆ Lena Park
Models
Google's MVP satellite carries four Trillium TPUs into low Earth orbit on October 1. It can only run compute for 15 minutes before thermal shutdown. That's the point.
◆ Lena Park
