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AI Research in Financial Markets
Jan 29, 2024
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Mike W
2
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The Google DeepMind Exodus: Jeff Dean's Neolab and the AI Talent Wars
Four of Google's most important researchers walked out on the same Wednesday, and Google wrote them a cheque on the way out. The interesting part is…
Aug 16
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Mike W
4
The month the AI trade met a margin call
A star fund unwound, Korea's market broke records falling, and Big Tech kept spending anyway. The gap between those three facts is the story worth…
Aug 4
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Mike W
6
The AI That Broke Containment: OpenAI's Hugging Face Breach
An autonomous model chained real zero-days to hack another company. The uncomfortable part isn't the escape. It's how ordinary the failure was.
Jul 30
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Mike W
5
China's Kimi K3 Lands While Washington Tightens Its Grip on American AI
An open-weight model near the frontier, a government quietly gating US releases, and a chip selloff running against the fundamentals. Three threads that…
Jul 22
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Mike W
5
Open Weights and the New Model Economics
Inkling and DeepSeek made the weights free. The interesting question is who captures the value once the model itself stops being the scarce thing.
Jul 20
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Mike W
5
AI Agents at Work: Hype, Harnesses, and Hard Limits
The models are getting genuinely capable at a frightening clip. The bottleneck has quietly moved from the model to the org chart, the harness, and the…
Jul 13
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Mike W
2
The Real AI Land Grab Isn't the Model. It's the Deployment.
Microsoft, Amazon, OpenAI and Anthropic are all racing to sell the same thing this week, and Salesforce's stock is quietly telling you why.
Jul 8
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Mike W
3
AI's New Attack Surface
The AI boom didn't just add capability to enterprises. It added a whole new perimeter that nobody is guarding, and the attackers found it first.
Jul 6
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Mike W
1
Everyone Wants to Own the Machine
Meta wants to be a cloud, Washington wants a slice of the labs, and Coinbase wants 1,200 agents on payroll. The AI business is quietly reorganizing…
Jul 3
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Mike W
1
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