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| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 1370 | Founded | 6 years ago | Last Issue | 5 days ago |
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thesequence.substack.comLatest Issues
The Sequence Opinion #900: Beyond the GPU: Is Google the Only Full-Stack Rival to NVIDIA?
A thesis about the biggest AI rivarly nobody is talking about.
THESIS Google is the closest strategic mirror of NVIDIA’s full-stack method, but not a universal drop-in replacement; AMD and AWS make a literal “only” claim too strong.
The Sequence AI of the Week #899: Inside Inkling: A Trillion-Parameter Model That Only Wakes Up 41 Billion at a Time
Thinking Machine's new model revitalizes America's open source AI approach.
Inkling is best understood not as a single 975-billion-parameter brain that fires all at once, but as a giant warehouse of specialist capacity. A router chooses a...
The Sequence Knowledge #898: The Trace Is the Teacher: Distilling Reasoning Into Small Models
From the release of DeepSeek R1, distillation in reasoning models have become one of the most common techniques in frontier AI.
In January 2025, DeepSeek took its big reasoning model, R1, and used it to generate around 800,000 worked solut...
The Sequence Radar #897: Last Week in AI: China, Compression and the Open-Model Race
Next Week in The Sequence:
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We continue our series about model distillation techniques.
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In the AI of the Week , we discuss Thinking Machine first open weights model.
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The opinion section reviews the idea that Google’s is b...
The Sequence Opinion #896: Spark, Compute, and the Two Metas
Can Meta compete with frontier AI labs.
Last Thursday, Mark Zuckerberg posted on X for the first time in three years. That alone should tell you something. The occasion was the launch of Muse Spark 1.1, the second model out of Meta Superin...
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CEO at IntoTheBlock. Co-Founder, President at NeuralFabric Co-Founder, President at Faktory. Guest Lecturer at Columbia University and Wharton Business School Active angel investor in AI, crypto Microsoft Alumni. Wall Street Quant
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