Import AI 428: Jupyter agents; Palisade's USB cable hacker; distributed training tools from Exo Jack Clark · Import AI ·Sep 8, 2025 · 12 min read
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck Dylan Patel · SemiAnalysis ·Sep 8, 2025 · 27 min read · China
The unbundling of Okta: are startups chipping away at Okta? Ross Haleliuk · Venture in Security ·Sep 4, 2025 · 20 min read · Economics
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion Dylan Patel · SemiAnalysis ·Sep 3, 2025 · 12 min read · Economics
Using behavioral science to build stronger defenses Ross Haleliuk · Venture in Security ·Sep 2, 2025 · 23 min read · Science
Import AI 427: ByteDance's scaling software; vending machine safety; testing for emotional attachment with Intima Jack Clark · Import AI ·Sep 1, 2025 · 20 min read
Is AI Slop Killing the Internet? Patrick Boyle · Patrick Boyle ·Aug 31, 2025 · 18 min read · Economics
An ‘AI Bubble’? What Altman Actually said, the Facts and Nano Banana AI Explained · AI Explained ·Aug 26, 2025 · 17 min read
The real dilemmas of cybersecurity startup ideation, discovery, and validation Ross Haleliuk · Venture in Security ·Aug 26, 2025 · 16 min read · Economics
Import AI 426: Playable world models; circuit design AI; and ivory smuggling analysis Jack Clark · Import AI ·Aug 25, 2025 · 11 min read
The contract fight in education unions Various · Future Schools ·Aug 21, 2025 · 21 min read · Culture
H100 vs GB200 NVL72 Training Benchmarks - Power, TCO, and Reliability Analysis, Software Improvement Over Time Dylan Patel · SemiAnalysis ·Aug 19, 2025 · 17 min read · Economics
PAM is not dead, it’s evolving Ross Haleliuk · Venture in Security ·Aug 19, 2025 · 15 min read · Defense
GDP Will Reflect “AI”, But How Focused Should We Be On It? Various · Nominal News ·Aug 18, 2025 · 11 min read · Economics
Import AI 425: iPhone video generation; subtle misalignment; making open weight models safe through surgical deletion Jack Clark · Import AI ·Aug 18, 2025 · 17 min read
The AI that solved IMO Geometry Problems | Guest video by @Aleph0 Grant Sanderson · ·Aug 17, 2025 · 12 min read
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer Dwarkesh Patel · Dwarkesh Patel ·Aug 15, 2025 · 78 min read · China
GPT-5 Set the Stage for Ad Monetization and the SuperApp Dylan Patel · SemiAnalysis ·Aug 12, 2025 · 13 min read · Economics
To solve security problems, you don’t have to build a security company Ross Haleliuk · Venture in Security ·Aug 12, 2025 · 14 min read · Defense
Scaling the Memory Wall: The Rise and Roadmap of HBM Dylan Patel · SemiAnalysis ·Aug 11, 2025 · 23 min read · Economics
Import AI 424: Facebook improves ads with RL; LLM and human brain similarities; and mental health and chatbots Jack Clark · Import AI ·Aug 11, 2025 · 17 min read · Public Health
From GPT-2 to gpt-oss: Analyzing the Architectural Advances Sebastian Raschka · Ahead of AI ·Aug 9, 2025 · 28 min read
