openai

With open-source models and falling inference costs, the economics of AI are becoming clearer. Here are six ideas that have reshaped my view

OpenAI’s Sarah Friar wants to price for value. The market may only let her price for cost.

Models have become a lot smarter, but how developers are using them is quickly making and breaking businesses.

In our previous GQG Research, Dotcom on Steroids, we explored the striking parallels between the current AI landscape and the euphoric rise—and subsequent fall—of the...

AI has all the signs of a bubble, yet deep value sits beneath the hype.

Kicking the tyres of GPT-5 show its marketing team has been having a whale of a time. What does this mean for AI workers in the near term?

Another DeepSeek moment raises questions about Microsoft and OpenAI's Strategy and offers us new opportunities for investment up the stack

Alphabet’s real strength isn’t in its parts, it’s in their integration. Break it up, and the signal powering Google ads deteriorates.

DeepSeek’s R1 AI model sent shockwaves through markets. Could it signal a major shift in AI demand and the future of the chip industry?

(Almost) everything you need to know about investing in AI.