The AI Realist
Julien SimonPractical AI for builders, operators, and investors.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 194 | Subscribers | Read | airealist.ai |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
What to Buy for Local LLMs (April 2026)
I just published a piece on why NVIDIA’s product segmentation created this market.[1] This is the practical companion. No thesis, no structural argument — just what works, what doesn’t, and what it costs. All prices in USD as of April 2026;...
Your Parents Paid
Jensen Huang stood before 20,000 developers at GTC 2026 and said something remarkable about the product line that made NVIDIA a household name. “GeForce is NVIDIA’s greatest marketing campaign,” he told the crowd. “We attract future custome...
Open Source Won, But Changed Owners
In October 2021, I published a blog post on Hugging Face titled “Large Language Models: A New Moore’s Law?” I had just joined as Chief Evangelist. Microsoft and Nvidia unveiled the long-forgotten Megatron-Turing NLG 530B, and the industry c...
What China Shipped While the West Was Banning Chips
In February 2026, Chinese AI company Zhipu AI released GLM-5, a large language model trained entirely on Huawei Ascend chips — silicon fabricated by SMIC on a 7-nanometer process, using equipment the United States has spent three years tryi...
Authors
The writers behind this newsletter.
AI Operating Partner @ Fortino - Ex-Arcee AI, Hugging Face, AWS - Tech, Cloud, AI, Chips, Space, VC, PE, Investing - https://julien.org
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