OpenAI's Jalapeño Chip Wants to Rewrite the Economics of AI Inference
AnalysisAug 25, 2026

OpenAI's Jalapeño Chip Wants to Rewrite the Economics of AI Inference

First benchmark results claim big gains over Nvidia's Blackwell chips, but the comparisons are OpenAI's own, and the real payoff for API customers is still 12 to 18 months out.

Brian Weerasinghe·8 min read
Chinese AI Models Are Now Over 100x Cheaper Than Anthropic
AnalysisAug 7, 2026

Chinese AI Models Are Now Over 100x Cheaper Than Anthropic

DeepSeek V4-Flash costs about 105x less per benchmark task than Claude Fable 5, while Alibaba's Qwen3.5 Flash is more than 170x cheaper on output tokens. The gap is turning inference cost into a competitive weapon.

Brian Weerasinghe·6 min read
Visa Layoffs: What the 2,600 Job Cuts Really Say About AI in Payments
AnalysisJul 30, 2026

Visa Layoffs: What the 2,600 Job Cuts Really Say About AI in Payments

The 7% workforce reduction lands hardest on tech and product teams. Read as an operating-model bet, not proof AI directly replaced 2,600 people.

Brian Weerasinghe·8 min read
Why PixVerse's $439M Round Turns an AI Video Generation Platform Into a World Engine
AnalysisJul 25, 2026

Why PixVerse's $439M Round Turns an AI Video Generation Platform Into a World Engine

The Series C extension pushes PixVerse past a $2 billion valuation and toward real-time interactive worlds. Here is what US creative and marketing teams should actually take from it.

Brian Weerasinghe·8 min read
GEO Has a Measurement Problem, Not a Hack Problem
AnalysisJul 21, 2026

GEO Has a Measurement Problem, Not a Hack Problem

A new critical survey of AI search research undercuts most of the tactical playbook. For US growth teams, the real decision is who owns measurable answer engine optimization, not who knows the next formatting trick.

Brian Weerasinghe·7 min read
GPT-5.6 Leaves the Government Waiting Room
AnalysisJul 8, 2026

GPT-5.6 Leaves the Government Waiting Room

OpenAI's Sol, Terra, and Luna models clear a federal review process built around a new AI executive order, previewing how frontier launches may work in the US from now on

Brian Weerasinghe·6 min read
Why Is RAM So Expensive? Samsung's AI Chip Boom Just Made It the World's Most Profitable Tech Company
AnalysisJul 8, 2026

Why Is RAM So Expensive? Samsung's AI Chip Boom Just Made It the World's Most Profitable Tech Company

Samsung's preliminary Q2 2026 operating profit beat Nvidia's, and the same AI memory shortage behind it is why DRAM and NAND prices keep climbing.

Brian Weerasinghe·7 min read
Meta's New AI Image Generator Turns Instagram Photos Into Raw Material
AnalysisJul 7, 2026

Meta's New AI Image Generator Turns Instagram Photos Into Raw Material

Muse Image launches with Instagram tagging switched on by default, testing how far consumers will let AI reuse their public photos.

Brian Weerasinghe·8 min read
Anthropic Moves From AI Research Tools Into AI Drug Discovery
AnalysisJul 3, 2026

Anthropic Moves From AI Research Tools Into AI Drug Discovery

Claude Science and an internal drug pipeline put Anthropic on both sides of the biopharma transaction, and directly in the path of Isomorphic Labs and OpenAI

Brian Weerasinghe·7 min read
Claude Code vs Codex: The Full 2026 Comparison
AnalysisJul 2, 2026

Claude Code vs Codex: The Full 2026 Comparison

Opus 4.8, Sonnet 5, and GPT-5.6 Sol are now weeks apart on release dates. Here is where each coding agent actually wins.

Brian Weerasinghe·13 min read
Amazon Is Hiring 11,000 Grads While Everyone Worries About AI Replacing Jobs
AnalysisJul 1, 2026

Amazon Is Hiring 11,000 Grads While Everyone Worries About AI Replacing Jobs

AWS CEO Matt Garman says Amazon's entry-level hiring plan undercuts the loudest fears about AI replacing jobs, even as the company keeps cutting corporate headcount elsewhere.

Brian Weerasinghe·7 min read
Central Bankers Warn the Artificial Intelligence Bubble Could Trigger a Global Financial Crash
AnalysisJun 29, 2026

Central Bankers Warn the Artificial Intelligence Bubble Could Trigger a Global Financial Crash

The Bank for International Settlements published its strongest-ever warning about AI spending, flagging circular debt structures, shadow banking exposure, and the risk of a cascade if hyperscalers slow down.

Brian Weerasinghe·5 min read
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