19 Sep 2026Mistral Situation | King Charles on AI | OpenAI Breach | Billionaires On X
28 Aug 2026Hugging Face $12.9B | Claudforce | META Settlement | AI Talent Wars Are Back
15 Aug 2026Anthropic First Lady | Mistral’s Plan | DeepSeek Raise Prices | Yacht of The Week
Thinking in Exponentials & Mistral's Pivot to Infrastructure
Ben argues that valuing AI companies requires thinking in exponentials rather than linear spreadsheet analysis, citing Anthropic's run-rate growing from ~$10M to far more within a single year. He sees trillion-dollar potential for neoclouds like Nebius and CoreWeave, since NVIDIA deliberately seeded them to serve customers the slow-moving hyperscalers wouldn't, and Wall Street GPU financing levels the playing field. He then assesses Mistral's shift from frontier models to infrastructure — power, semiconductors, ASML-adjacent strengths — as the sensible move for Europe after losing the model race to the US and China.
7 Aug 2026Demis & Nikita Step Down | Meta’s Muse Code | Felony Benchmark | Telepathy Project
Ben Pladin (BEP Research): Google's Bureaucracy & the Next Trillion-Dollar AI Bet
BEP Research founder Ben Pladin — an early 2016 NVIDIA investor — describes the signs at Google Cloud Next and Google I/O that DeepMind was being sidelined, and argues big-company bureaucracy killed the entrepreneurial spirit behind exits like Jeff Dean's. He casts Google as the 'IBM of the hyperscalers' pushing TPUs with Anthropic and Citadel while NVIDIA locks up components and memory, and says the next trillion-dollar opportunity is an AI that models the human body and drug interactions — the 'Claude Code of medicine.'