Newsletter

In October, the race for bigger models gave way to a race for better integration. Mainstream headlines may still chase compute and capex, but the real story was in how intelligence is being deployed, governed, and monetized. Enterprise platforms declared war, fine-tuning became semi-practical, and persistence moved from concept to implementation.

The AI news ecosystem is a funny, cyclical place. Big number>bigger headline>more engagement>more resharing>wait for an even bigger number>repeat. Specifically, this month was dominated by news of bigger gigawatts, bigger compute deals, bigger capex and bigger valuations. Those who read between the lines were rewarded with some smaller but equally important developments towards actually operationalizing AI.

Welcome to Decoded! Each month this newsletter will bring you highlights from the whirlwind newsroom of Artificial Intelligence. What’s different about Aithon’s? Ours is curated, translated and made actionable for the Alternative Assets community.