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  • 2025 AI BACKWARD PASS

    AI’s progress in 2025 was largely a continuation of trends that were already taking shape in 2024 (download the 2024 Backward Pass here). Toward the end of 2024, we flagged the emergence of Chinese models such as DeepSeek and Qwen as credible competition to their Western counterparts.

    AI Musings by Mu24 min read
  • GPT-5 Set the Stage for Ad Monetization and the SuperApp

    To many power users (Pro and Plus), GPT5 was a disappointing release. But with closer inspection, the real release is focused on the vast majority of ChatGPT’s users, which is the 700m+ free userbase that is growing rapidly. Power users should be disappointed; this release wasn’t for them.

    SemiAnalysis12 min read
  • SAM 2: Meta's Next-Gen Model for Video and Image Segmentation

    In this article, we will explore SAM 2, which expands the capabilities of the original SAM to handle both images and videos. It excels in real-time object segmentation, enabling dynamic interaction through prompts and memory attention.

    Paperspace Blog8 min read
  • The Artificiality of Alignment

    This essay first appeared in Reboot. Credulous, breathless coverage of “AI existential risk” (abbreviated “x-risk”) has reached the mainstream. Who could have foreseen that the smallcaps onomatopoeia “ꜰᴏᴏᴍ” — both evocative of and directly derived from children’s cartoons —

    The Gradient18 min read

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