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What the industry's key people are thinking: founder interviews, researcher debates and investor judgments.

3 picked2 in the last 30 days110 collected

November 11 01:43 updated

Industry voices

November 11WednesdayItems 1–3 of 3
  1. Ed Zitron · Where's Your Ed At78

    Ed Zitron on Jensen Huang, Megaspeed and NVIDIA's China GPU Sales

    Ed Zitron argues that NVIDIA's growth has been propped up by GPU sales routed to China through Megaspeed and related intermediaries, citing Culper Research's claim that about 20% of FY2026 revenue, roughly $43.18 billion, came from China. He points to Bloomberg and New York Times reporting that Megaspeed imported 50,000 more GPUs than NVIDIA told the US government, and that NVIDIA's general counsel contacted Commerce officials about the Megaspeed probe. Zitron also criticizes mainstream outlets for not raising the smuggling story during NVIDIA's earnings coverage.

    Why it matters: The piece ties NVIDIA's reported China revenue exposure to the Megaspeed affair and argues the media has underreported GPU smuggling for years.

November 10Tuesday
  1. One Useful Thing78

    Ethan Mollick tests Claude Fable 5.2 across coding, business and research, calling it almost AGI

    2 on tasks spanning hardware hacking, business planning, humanities course building, academic research and a 450-world 3D portal project, and judged it almost AGI under his definition of matching most human experts at most computer-based intellectual tasks.

    Why it matters: Ethan Mollick's hands-on tests of Claude Fable 5.2 show strong general capability across coding, business and research, while exposing a persistent gap in self-judging when work is good enough.

June 10Wednesday
  1. One Useful Thing78

    Ethan Mollick reviews Claude 5 Fable, the first public Mythos-class model

    Ethan Mollick tested Claude 5 Fable, the first Mythos-class model released to the public, and found it outperformed every other public model he has used by a considerable margin, running up to a dozen hours on multi-page specifications. In one Claude Code session it built an interactive isochrone map by spawning cheaper Claude Sonnet agents to research over 2,200 flights, rail schedules and road speeds, and in another it worked nine and a half hours to produce Concord, software for calibrating human and AI judgement.

    Why it matters: An early hands-on account of a Mythos-class model that shows how multi-hour autonomous agent runs shift the human role from steering to commissioning outcomes.