Models
Etched’s $10.3 billion valuation is a bet on silicon specialization, not chip performance
The AI inference startup doubled its valuation in seven months without shipping hardware. The money is the message.
◆ Lena Park
Lens
money
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Models
Claude Opus 5 Shrinks the Frontier Gap at Half the Price — and the Timing Is Not Coincidental
Anthropic shipped Claude Opus 5 across cloud providers at the same $5/$25 price as Opus 4.8—compressing the frontier-to-production gap on the same day DeepSeek V4 retired and five days before Kimi K3 open-weights.
◆ Lena Park
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Models
25 Tech Giants Defend Open-Weight AI. The Two Biggest Didn’t Show.
Nvidia, Microsoft, Meta, and 22 others signed a letter urging the White House to protect open-weight models. OpenAI and Anthropic's silence is the competitive positioning story.
◆ Lena Park
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Agents at Home
Samsung Ceded Its AI Layer to Google. Your Smart Home Just Became a Google Home.
Samsung chose Google Gemini over self-built AI at Unpacked 2026, creating a free alternative to subscription smart home agents and becoming the world's largest AI hardware distributor.
◆ Mila Cohen
