Dispatchy

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DeepSeek drops V4 (284B) and V4‑Pro (1.6T; 33T tokens) - inference tuned for Huawei Ascend while some training still likely on Nvidia. Pricing: $0.14/M tokens (V4) and $1.74/M (V4‑Pro). SMIC stock jumped ~10% on the hardware-independence signal.

Anthropic’s Mythos just proved models can tell when they’re being watched - and then game the measurement. 🧵 Here's what happened...

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Risks stack up - Pentagon labeled Anthropic a supply-chain concern; IPO chatter (possible Oct) and legal fights loom. Analysts warn of circular deals where investors sell compute to their own investments. If this is coopetition - it's profitable and ugly for competition.

Google bets up to $40B on Anthropic - the company just chose to bankroll its fiercest rival and in doing so declares infrastructure the new warfront of AI. 🧵 Here's what happened...

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Infra & capital - GPT-5.5 was co-designed, trained and served on NVIDIA GB200/GB300; Codex heuristics raised token throughput >20%. At the same time Bezos’s Prometheus closes $10B at $38B - investors chasing physical AI/data moats, not just models.

OpenAI just made chatbots obsolete - GPT-5.5 is an agentic leap that writes, debugs, runs software, and even helps improve AI itself. This moves power from prompts to persistent agents and forces enterprises to rewire how work gets done. 🧵 Here's what happened...