Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum
Fed spies and mail-ordered brides. Market update
Houthis | India-Pakistan | Israel | AI | Trade ‘Deal’
Paul Tudor Jones’ AI vision
Rubrik | Adobe | AI Barbell | Macro Insights
Barbell approach to AI. Other bits and pieces
US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear
A balancing act. Scott Bessant’s economic plan, Ricardian something
Market Update | DALL-E’s DeepSeek Moment | Nvidia
If seeing is believing, don’t believe everything you see
OpenAI | Quick Take on GPT-4.5 Model Release
Going full circle on transformer architecture. Probably a flop
NVIDIA | Quick Preview Q4
Don’t expect DeepSeek clarity on the future of AI
INVITATION: Valencia De La Vega | Batteries & Renewables
Thu Feb 6, 2025 @12:00 ET (17:00 UK)
DeepSeek vs OpenAI | Advanced AI Reasoning Models
Solving Fred & Tom’s betting problem
Anthropic CEO | US-China | AI Exports Controls
Dario Amodei on DeepSeek and AI export controls