Google leans on token metrics, not revenue, adding to bubble talk about AI growth
Google is touting its wins in cloud and AI chips, but it’s still not clear if generative AI is actually driving meaningful revenue.<br /> The article Google leans on token metrics, not revenue, adding to bubble talk about AI growth appeared first on THE DECODER. [...]
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How DeepSeek’s radical architecture is shattering Silicon Valley's token moat
DeepSeek’s announcement over the weekend that it has made its 75% price cut permanent on its flagship V4 Pro model is a disruptive assault on the capital-heavy business models of Silicon Valley’s [...]
Stop calling it 'The AI bubble': It's actually multiple bubbles, each with a different expiration date
It’s the question on everyone’s minds and lips: Are we in an AI bubble?It's the wrong question. The real question is: Which AI bubble are we in, and when will each one burst?The debate over w [...]
1Password moves into AI cost management, betting that token spend is the next enterprise budget crisis
1Password on Tuesday launched AI Spend and Consumption Management, a new capability embedded in its SaaS Manager platform that gives IT and finance teams a unified, real-time view of how their organiz [...]
Meituan open sources LongCat-2.0, the 1.6T, near-frontier agentic coding model that's been leading OpenRouter — trained entirely on Chinese chips
A few hours ago, Chinese delivery app company Meituan officially unveiled LongCat-2.0 on GitHub, Hugging Face, and its native platform, unmasking the model as the computational engine behind "Owl [...]
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]
Researchers baked 3x inference speedups directly into LLM weights — without speculative decoding
As agentic AI workflows multiply the cost and latency of long reasoning chains, a team from the University of Maryland, Lawrence Livermore National Labs, Columbia University and TogetherAI has found a [...]
Anthropic says it hit a $30 billion revenue run rate after 'crazy' 80x growth
Dario Amodei is not the kind of CEO who talks loosely about numbers. The Anthropic co-founder and chief executive, a former VP of research at OpenAI with a PhD in computational neuroscience from Princ [...]
The attack dominating financial services doesn't steal passwords. It resets MFA and steals the token.
The attacker who hit the most financial services organizations over the past 12 months never phished a password. They called an IT support line, convinced an employee to reset their MFA, and registere [...]
Protect your enterprise now from the Shai-Hulud worm and npm vulnerability in 6 actionable steps
Any development environment that installed or imported one of the 172 compromised npm or PyPI packages published since May 11 should be treated as potentially compromised. On affected developer workst [...]