
Why SoftBank’s new $40B loan points to a 2026 OpenAI IPO
Wall Street giants JPMorgan and Goldman Sachs are extending a 12-month, unsecured loan to the Japanese conglomerate.

Import AI 450: China's electronic warfare model; traumatized LLMs; and a scaling law for cyberattacks
How will timeless minds value time?

Last Week in AI #339 - DLSS 5, OpenAI Superapp, MiniMax M2.7
DLSS 5 looks like a real-time generative AI filter for video games, OpenAI Reportedly Pivoting to a Focus on Business and Productivity Only, and more!

Lossy self-improvement
The case for why self-improvement is real but it doesn't lead to fast takeoff.
Goldman Sachs: AI Could Add $7 Trillion to Global GDP Over Next Decade
A comprehensive Goldman Sachs report projects AI will boost global GDP by 7% over 10 years, driven primarily by productivity gains in knowledge work, software development, and scientific research.

GPT 5.4 is a big step for Codex
On evaluating and understanding the frontier of agents, and why I still turn to Claude.

What comes next with open models
Markets, capabilities, cope, and bewilderment in the industrialization of language models.

ImportAI 449: LLMs training other LLMs; 72B distributed training run; computer vision is harder than generative text
Will AI cause a political interregnum
LWiAI Podcast #237 - Nemotron 3 Super, xAI reborn, Anthropic Lawsuit, Research!
Nemotron 3 Super: An Open Hybrid Mamba-Transformer MoE for Agentic Reasoning, Another XAI Cofounder Has Left, Anthropic Sues Department of Defense

Last Week in AI #338 - Anthropic sues Trump, xAI starting over, Iran AI Fakes
Anthropic sues Trump administration in AI dispute with Pentagon, ‘Not built right the first time’ — Musk’s xAI is starting over again, again, Cascade of A.I. Fakes About War With Iran Causes Chaos Onl
LWiAI Podcast #236 - GPT 5.4, Gemini 3.1 Flash Lite, Supply Chain Risk
OpenAI launches GPT-5.4 with Pro and Thinking versions, Google releases Gemini 3.1 Flash Lite at 1/8th the cost of Pro, Where things stand with the Department of War Anthropic

Import AI 448: AI R&D; Bytedance's CUDA-writing agent; on-device satellite AI
If Ukraine is the first major drone war, when will there be the first major AI war?

Last Week in AI #337 - Anthropic Risk, QuitGPT, ChatGPT 5.4
Anthropic officially told by DOD that it’s a supply chain risk, ‘cancel ChatGPT’ trend is growing after OpenAI signs a deal with the US military, and more!

Dean Ball on open models and government control
Subtle precedents on the future of open models set by the unfolding Anthropic v. Department of War case.

Olmo Hybrid and future LLM architectures
The latest Olmo model and discussions at the frontier of open-source post training tools.
LWiAI Podcast #235 - Sonnet 4.6, Deep-thinking tokens, Anthropic vs Pentagon
Anthropic releases Sonnet 4.6, Google Rolls Out Gemini 3.1 Pro, Anthropic CEO Amodei says Pentagon’s threats ‘do not change our position’ on AI
