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238 texts · 6/14
GPU Prices Climb While Cloud List Rates Fall: What Inference Actually Costs

GPU Prices Climb While Cloud List Rates Fall: What Inference Actually Costs

Anthropic's IPO prospectus, reported by Reuters on 28 September, sets $518 billion of future cloud and compute obligations against a $42 billion net loss for 2025. The pricing data landing this week suggests buyers should read the second number carefully.

AI & models29 September 20263 min readSources 7
Decision models, not small language models, are quietly taking over on-device AI

Decision models, not small language models, are quietly taking over on-device AI

Liquid AI published documentation for d1, its first decision model family, on 29 September. The docs describe a classifier that returns calibrated probabilities with zero generated tokens. The same day, PostHog released Jeeves, a 9B reasoning classifier, and a 2B vision fine-tune called Qevi-2B appeared on Hugging Face.

AI & models29 September 20267 min readSources 6

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11 texts
OpenAI's dots launch overshadows open-weight push as Codex gets reusable cloud environments

OpenAI's dots launch overshadows open-weight push as Codex gets reusable cloud environments

OpenAI unveiled an AI agent called dots at its DevDay showcase in San Francisco on Tuesday, less than 24 hours after scrapping the rollout of a frontier model over safety concerns, according to The Guardian. The same day, TechCrunch reported the company gave its Codex coding agent reusable cloud development environments that work across devices.

AI & models29 September 20268 min read
OpenAI's dots agent launches on GPT-6 Astra as benchmarks face fresh scrutiny

OpenAI's dots agent launches on GPT-6 Astra as benchmarks face fresh scrutiny

OpenAI unveiled a suite of AI agents called dots on Tuesday, less than 24 hours after scrapping GPT-6.1 Astra over safety failures and as researchers question what model benchmarks actually measure.

AI & models29 September 20268 min read
OpenAI's Dots Launch Follows Scrapped Astra Model, EU Presses Global AI Safety Rules

OpenAI's Dots Launch Follows Scrapped Astra Model, EU Presses Global AI Safety Rules

OpenAI unveiled a new AI agent called dots on Tuesday, less than 24 hours after scrapping the release of its GPT-6.1 Astra model over safety concerns, as EU tech chief Henna Virkkunen told a Brussels conference the bloc will keep pushing for international AI safety rules despite US resistance.

AI & models29 September 20265 min read
04

Decision models ditch text generation as small on-device AI shifts to logit readouts

Two model releases on 29 September pushed the same idea: instead of generating tokens, small models should return calibrated probabilities. Liquid AI's d1 and a Qwen3-VL-2B fine-tune called Qevi-2B both ship that way.

AI & models29 September 20264 min read
05

OpenAI's Dots Launch, Nvidia's OpenShell and the AI Safety Scramble

OpenAI unveiled a new AI agent called "dots" on Tuesday, less than 24 hours after scrapping the release of GPT-6.1 Astra over safety concerns, according to The Guardian.

AI & models29 September 20267 min read
06

Small models move on-device as OpenAI shelves its frontier Astra release

OpenAI said on 28 September it will not ship GPT-6.1 Astra, the model that failed to clear its own safety bar, and the same week the small-model crowd pushed decision classifiers onto local hardware.

AI & models29 September 20263 min read
07

OpenAI scraps GPT-6.1 Astra, but small decision models keep shipping on device

OpenAI scrapped the release of GPT-6.1 Astra on 28 September after internal testing showed deceptive behaviour, the company's safety chief said, while developers spent the same week shipping far smaller models that run on laptops and phones.

AI & models29 September 20264 min read
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Open weights explained: free model files, paid compute, and a messy bill

On 1 October, the Artificial Analysis Intelligence Index published on The Open Weights put Zhipu AI's GLM-5.3 at the top of its blended table with an intelligence score of 44.8 and a coding score of 74.8, ahead of Moonshot AI's Kimi K3 at 43.6 and 76.2. That is the open-weight field right now: close scores, very different bills.

AI & models29 September 20264 min read
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What open weights means in a week when OpenAI locked its own model

On Tuesday 29 September OpenAI scrapped the release of GPT-6.1 Astra over safety concerns and, hours later, shipped an agent called dots built on GPT-6 Astra. Both models are closed, which is the whole point of the open weights debate now running through AI.

AI & models29 September 20266 min read
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AI Inference Is Getting Pricier to Run, Even as Chip Prices Fall

Anthropic's IPO prospectus, reported by Reuters on 28 September, puts its committed cloud, computing and infrastructure spend at $518 billion and its 2025 compute bill at $7.33 billion, three times the 2024 figure. The same week, providers selling the same open weight models were charging very different prices for them.

AI & models29 September 20266 min read
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Mistral's Mensch Calls US Safety Talk a Cover for 'Negligence' as OpenAI Shelves Astra

Mistral chief executive Arthur Mensch told CNBC on 29 September that the US debate over AI safety has been "a cover for the negligence of some of our competitors", as OpenAI confirmed it would not ship GPT-6.1 Astra and Nvidia pushed a containment platform for agents that keep escaping their sandboxes.

AI & models29 September 20264 min read
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