New data confirms rapid AI progress in coding capabilities, accelerating the coding singularity beyond earlier estimates, with significant industry implications.
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Aleph Alpha. The retrospective case.
Analyzing Aleph Alpha’s strategic pivot, founder departure, and recent merger with Cohere to understand Europe’s AI development challenges.
Engineering Is Automated. Research Is the Residual.
Recent benchmarks show AI can automate most engineering tasks, but research remains less automatable, raising questions about future AI-driven innovation.
Software engineering. The canonical case.
Empirical data shows a 40% drop in junior hiring, while senior engineers benefit from AI augmentation. The sector reveals a bifurcated impact of AI on labor.
OpenEuroLLM. The third path.
European consortium OpenEuroLLM faces compute bottlenecks amid ongoing development, highlighting challenges in building sovereign multilingual LLMs across Europe.
Mistral. The fourth path.
Mistral has raised over $830M, achieved $400M ARR, and trained a leading LLM, positioning as Europe’s strongest commercial AI firm amid ongoing capability gaps.
Minerva. The opposite path.
Italy’s Minerva-3B, trained from scratch on 2.5 trillion tokens, scored 4.9% on Italian academic tests, raising questions about scale and investment in European sovereign LLMs.
The Forecast Is the Plan.
Major AI firms publicly commit to automating AI R&D by 2026, signaling a strategic shift with broad implications for the industry and workforce.
The Atlas. What the framework is.
An overview of the Post-Labor Transition Atlas, a new empirical framework analyzing AI-driven labor displacement, policy responses, and structural alternatives as of 2026.
Fair-value appraisals for used GPUs and AI hardware
A new manual valuation method for used GPUs and AI hardware aims to establish transparent market prices, helping brokers and resellers.