In the early days of AI, the industry focused on building faster GPUs and scaling training infrastructure. Performance was largely measured by how quickly models could be trained and how much compute ...

One of the biggest selling points for modern AI systems is their ability to adapt to users. Every time an AI assistant takes on a task for you, it’s also adapting to your style and preferences, which ...

Semianalysis AI Value Capture – The Shift To Model Labs Anthropic is now making $44 billion per year run rate and this is heading to $100 billion per year by the end of 2026. As of today, Memory ...

Enabling LLMs to acquire new knowledge after training remains a major hurdle for enterprise AI — current solutions are either too expensive, too slow, or constrained by context window limits. MeMo, a ...

AI agents forget. Every time a coding assistant loses track of a debugging thread, or a data analysis agent re-ingests the same context it already processed, the team pays in latency, token costs, and ...