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Welcome back {{firstname}}! The frontier lab oligopoly is looking more contested than it has in months. An open-source model just caught the frontier. A Google co-founder has come out of retirement to chase Anthropic. The infrastructure bets underneath it all keep getting bigger.

In today’s Generative AI Newsletter:

  • Open-source: Which lab just made every frontier model look overpriced?

  • Google: Why has a retired co-founder come back to personally run a coding team?

  • Anthropic: What does five gigawatts of compute actually buy?

  • Apple: Can a hardware engineer fix a software problem in time?

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