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fcanesin

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Zhipu AI is founded by a superstar Tsinghua professor, did an IPO in January (Hong Kong stock exchange) hired half it's past research lab and it's stock is >10x since. This is not a "just distill Claude" thing.

Wait what!? I have been programming CUDA since 2009 and specifically remember it being pushed to C++ as main development language for the first few years, after a brief "CUDA C extension" period.

The harness is the model "body", it's weight the cognition. Like in nature they develop together and the iteration of natural selection works at both.

If smaller labs (Zai, Moonshot, deepseek, mistral..) get together and embrace a harness, like opencode for example, as a consortium just by the power of "evolution across different environments" they might hit jackpot earlier than bigger labs.

My experience trying LanceDB has been abysmal. It worked great on dev and small testing environments but as soon we tried production workloads it would get extremely slow. We shifted to PostgreSQL + pgvector and had absolutely no issues, even if it is not "engineered for multimodal data". Maybe we were doing something wrong but we did put effort in trying to make it work - it is this hard to get it performant?

The React Foundation 10 months ago

this, Vercel is at ~10B valuation with a business built atop React - they should and will probably take more of Meta space as stewards for it.

ERNIE 4.5, a new family of large-scale multimodal models comprising 10 distinct variants. The model family consist of Mixture-of-Experts (MoE) models with 47B and 3B active parameters, with the largest model having 424B total parameters, as well as a 0.3B dense model.

Certainly one of the most valuable, but I would still say TSMC as there are lots of other steps in the production besides photolithography (etching, ion implantation, vapor deposition, packing, ...).

Nvidia doesn't have a monopoly on GEMM and GEMV. There will be dozens of hardware vendors. It is TSMC that should be the most valuable company in the world.