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Demis Hassabis, Yann LeCun, Fei-Fei Li – they all talk about “building a world model.” Some of them are dedicating their professional lives to it! But do they mean the same? So before joining the World Models workshop at Chicago Booth, I wanted to answer a basic question: what do researchers mean …
DeepSeek just open-sourced Harness – it can write its own missing tools while it runs, then cleanly remove them. 149k GitHub stars in four days. An 88-page paper underneath. It’s open, easy to install and it claims that *everything is a plugin.*  What does it mean? We unpack that plus we discuss wh…
Etched raised $1 billion in 26 days. Its valuation jumped from $10.3 billion to $21 billion. The second round was led by Jane Street after it tested Etched’s hardware and installed the first rack in its own data center. So what did Jane Street see? Etched began with Sohu, a Transformer-only ASIC t…
OpenCode began as an open-source coding agent. Now it is selling model access, negotiating directly with suppliers and preparing to reserve its own GPU capacity. That puts it on a collision course with OpenRouter, the model marketplace Stripe has agreed to acquire for a reported $8 billion. This ep…
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