Michael Power
Retired Global Strategist for Ninety One.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 4 months ago | Last Issue | 17 days ago |
| Active | |||||
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The ‘Build Your Own US Data Centre Derby’ is Off! But what of the Chinese runners and riders?
The starting gun has been fired. They’re off! The ‘BYODC’ Derby is running.
In the US, Apple is in a one‑horse race, but, not having an LLM of its own, it has had to teleport in its riders: either Gemini, Qwen or Nemotron. Apple’s hardware...
The Greatest Threat to the Dominant US AI Model comes from Within
Mac miniBase M4: $799, check; MacBook ProM4 Pro with 48GB RAM, 1TB SSD: $3,099, check; Gemma 4 (Apache 2.0 license): $0, check. Total bundle: $3,898. For $4000, you have your own data centre, never paying for tokens.
100 MW data centre cos...
𝄞 DeepSeek’s Unfinished Symphony 𝄞
Now that the release of V4 is behind us and the dust has settled – except it hasn’t…as noted below, not by a long shot! – there are two broad consensus views emerging:
1. V4 was late
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How to unravel the Alphabet Spaghetti of Benchmarks: Decoding DeepSeek’s models – V4 and R2 – after they drop
In the next 14 days, DeepSeek’s long ‘delayed’ V4 model will be released…except it was not ‘delayed’…it was waiting…and that for which it was waiting has now happened. Last week, Huawei – DeepSeek’s hardware partner – switched on its 10,000...
What DeepSeek Should Do Next
Introduction: The End of the Beginning
DeepSeek has accomplished what no other open-weight model has: it has become the architectural software kernel of a multi-trillion-dollar ecosystem. V3 redefined efficiency. R1 then shocked the world...
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Retired Global Strategist for Ninety One.
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