Lucas Matuszewski

First time seeing a W logo change I see they were inspired by Apple's Liquid Glass design. A total 180 from the "minimalism" that's ruled the world for the last decade. Hope other brands add some soul to their logos too Before: After:

Our virtual hackathon is back! Join us for a week of building with Opus 4.7 alongside developers from around the world. The Claude Code team will be in the room all week, with a prize pool of $100K in API credits.

DeepSeek is about to release V4, and for the first time, a frontier Chinese AI model will run natively on Huawei silicon. A brief analysis and why its much bigger than most people think. Alibaba, ByteDance, and Tencent have placed bulk orders for hundreds of thousands of Huawei's new Ascend 950PR chips. Prices have jumped 20% in weeks. And DeepSeek deliberately denied NVIDIA early access to V4 while giving that window exclusively to Chinese chipmakers. (via Reuters) Let that satisfy for a moment: a Chinese AI lab actively chose to sideline NVIDIA. What this means for NVIDIA The immediate revenue hit is manageable. China was already a shrinking slice of NVIDIA's business after Washington's export controls and Beijing's counter-ban on the H20. But the *strategic* damage runs deeper. Every model optimized for Huawei chips is a model that no longer needs NVIDIA's ecosystem to function. That's not lost revenue but lost lock-in. NVIDIA's real moat was never just hardware performance. It was CUDA, the software layer that made switching costs prohibitively high. Huawei built the Ascend 950PR to understand the same programming instructions as NVIDIA chips, dramatically lowering those switching costs. The moat is being drained from both sides! What this means for China Let's be precise about what China has and hasn't achieved. The Ascend 950PR delivers roughly 2.8x the compute of NVIDIA's H20, but it still trails the H200. Huawei won't match that tier until the Ascend 960 arrives in 2027. And production is constrained: SMIC can't match TSMC's output, domestic HBM is still ramping, and early Ascend 950PR batches will still rely on imported memory chips. But here's what matters more than the spec sheet: China has closed the loop! It now has a domestic chip that can run a frontier model for inference at commercial scale, with a training chip (Ascend 950DT) due by Q4. Two years ago, that pipeline didn't exist. Washington's export controls were designed to buy time, not to permanently cripple Chinese AI. The theory was that restricting access to cutting-edge chips and lithography tools would slow China by 3–5 years (ASML, highly recommend you read Chris Millers book "Chip War"). What actually happened: China compressed that timeline through *massive* state subsidies, mandatory domestic procurement, and engineering workarounds like DeepSeek's efficiency breakthroughs. The competitive dynamic is shifting from "Can China do AI?" to "Can China do AI at scale on its own silicon?"! This week, that question got a lot closer to a yes. The pressure on NVIDIA isn't that it loses China today. It's that China is building a parallel AI compute stack that doesn't need NVIDIA at all and every model trained or optimized for that stack pulls more of the ecosystem with it. Thats why this is so big news.

LiteLLM HAS BEEN COMPROMISED, DO NOT UPDATE. We just discovered that LiteLLM pypi release 1.82.8. It has been compromised, it contains litellm_init.pth with base64 encoded instructions to send all the credentials it can find to remote server + self-replicate. link below

✨ Nano Banana 2 is now live on 📸 Photo AI It's a real breakthrough for image models because it FINALLY has high resemblance, or as Google calls it subject consistency Which in my case means photos will actually look like you or your model trained, not "somewhat" like you, no really you, which is the entire point of Photo AI from the start Also they made Nano Banana 2 about ~2x cheaper vs Nano Banana Pro, which helps! I was spending $40,000/mo (like 40% of revenue now) on it so I will save ~$20,000/mo now, which I think I need to to get better profit margins (I like to stay at about 80-90% profit)