Larry Salibra reports that Pony AI's robotaxi service in Shenzhen has become convenient enough for regular use, with wait times down to 3-5 minutes, allowing him to relax without monitoring the vehicl…
SpaceX's stock has been falling since its IPO, and investor Larry Salibra argues the company is not a good business at its current valuation, citing expected losses from moon and Mars missions, compet…
US frontier labs are wrong to dismiss Chinese open source models like Kimi K3, argues Larry Salibra, rebutting Ben Thompson's claim that American labs have lower unit costs and sticky user relationshi…
The release of Inkling, an open-source LLM by an American firm, sparked nationalist reactions among American developers who cheered it as the 'smartest American open source LLM,' contrasting with a pe…
Apple is winning the AI race by making on-device AI models easily accessible in apps on most devices shipped in the past two years, requiring only a few lines of code and no network requests, API keys…
AI makes it easy to build things but exposes the difficulty of defining requirements, as illustrated by a second-grade peanut butter and jelly sandwich exercise where unspoken assumptions led to silly…