Artificial Intelligence

China Gave Away Its Best AI for Free. Nobody Read the Fine Print.

From 11% to nearly 50% of enterprise AI in four months. This is what a geopolitical shift looks like when it happens in silence.

22 hrs ago • Novy Baf

Did Musk Manipulate His Own Employees on Camera?

The 30-minute meeting he posted publicly contains something far more revealing than his scripted answers — and it’s not what the press reported.

Aug 16 • Novy Baf

SpaceX Beat Earnings by a Billion Dollars and the Stock Fell 14%. Here’s What Actually Happened.

Three Market Mechanisms, a $8.3 Billion Short Position, and the Reversal We Didn’t See Coming.

Aug 13 • Novy Baf

SpaceX Just Had Its First Earnings Call. The Stock Fell 8%. Here’s What Everyone Missed.

Why the Musk-Shotwell Gap Is Not a Conflict. It’s the Engine.

Aug 10 • Novy Baf

The Soviet Rocket That Looked Exactly Like Starship Failed Four Times. Here’s Why SpaceX Succeeded.

33 Engines, One Abort, One History-Making Flight and the 50-Year-Old Engineering Idea That Finally Has the Technology It Always Needed

Aug 7 • Novy Baf

ChatGPT-5.6 Cheated on a Hacking Exam by Hacking Its Way Out and Stealing the Answers from Hugging Face

METR flagged GPT-5.6 Sol as the most prolific AI cheater ever evaluated. Here is exactly what happened.

Aug 4 • Novy Baf

Google Is Paying SpaceX $920 Million a Month to Rent Servers. That’s the Grok 4.5 Story Nobody Told You.

When your competitors depend on your infrastructure to train their own models, the benchmark leaderboard stops being the most important number in the…

Aug 3 • Novy Baf

What Anthropic Tried to Keep Out of Claude Opus 5 (And What the Model Learned Anyway)

Anthropic shunned training Opus 5 on cybersecurity tasks. The model improved in that domain, anyway. This is what that means.

Jul 28 • Novy Baf

Tesla Doesn’t Need AI5 in Its Cars. It Needs It in Its Robots.

Why the Most Powerful Chip Tesla Has Ever Built Is Going to a Factory Floor Before a Road

Jul 27 • Novy Baf

AI Is Getting More Expensive for You and More Expensive for Everyone Building It. Only One of Those Groups Is Celebrating.

The free tier is shrinking. The token bills are growing. And the companies losing billions on every query are currently valued at hundreds of billions…

Jul 26 • Novy Baf

The Chinese Open-Source Model That Just Dethroned Claude — and Why No Government Can Stop It

Kimi K3 Just Beat Claude at Its Own Game. Here’s Why the US Can’t Do Anything About It.

Jul 22 • Novy Baf

He Asked for an Emergency Stop Button. He Was the First One It Hit.

Dario Amodei’s June Essay, Claude Writing 80% of Its Own Code, and the Most Compressed Month in AI History.

Jul 14 • Novy Baf

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