oh my god its happening
@MistralAI has officially confirmed the upcoming release of Le Chaton Fat
- 30T MoE with 256 experts
- 1M context window
- multimodal and multilingual
- outperforms Fable 5 on every benchmark
Satya Nadella just posted something that validates the entire AI buildout thesis from the very top of the stack.
The model is commoditizing. The durable value is the learning loop a company builds on top of the model.
He splits it into two assets:
Human capital -- the knowledge, judgment, relationships, and pattern recognition of your people.
Token capital -- the AI capability the firm builds and owns.
He says the real opportunity is building a learning loop where human capital and token capital compound together.
If the model layer is commoditizing then the durable returns are not in the model makers. They are in the infrastructure that powers every company building its own loop. Compute. Memory. Interconnect. Power.
The full stack underneath the application layer.
The model wars will have winners and losers. The infrastructure underneath gets bought either way.
Bullish the AI buildout.
Every layer. If you want to understand them in detail, check out my Substack.
https://t.co/Wna5UzCOVT
So livid right now. Anthropic overhyped Mythos, scared the living daylights out of clueless global politicians like Treasury Secretary Bessent and ECB President Christine Lagarde, and stoked a regulatory panic that may set back the entire AI industry
Wait - so Amazon, one of Anthropicโs biggest investors, allegedly jailbroke Claude and then snitched to the U.S. government?
This cant be real. What.
Excellent read on Tesco's strategy with the club card !
***
Third-party cookies are functionally dead across most browsers. Apple's App Tracking Transparency wiped out 60-70% of mobile signal overnight for many brands. Meta, Google and Amazon responded by building measurement systems that conveniently attribute most value to themselves. Draw your own conclusions on this one.
The CFO is asking harder questions than ever. The CMO can't answer them with confidence. That gap is politically dangerous and commercially expensive.
While most brands were still debating first-party data strategy, Tesco was building one. Quietly, methodically and over three decades. The Dunnhumby acquisition helped enormously of course.
They didn't rent their audience from Google. They built one. Now, they're selling access to it.
https://t.co/rxLkXVydgz
"Understanding my usage of the tool, explain to me in clear terms what I can do now with the Fable 5 update that I couldn't possible have done with Opus 4.8. I need a comprehensive response. Sell this update to me." Good to know !