Currently Google is the best vertically integrated company. Google simply does not get enough credit for the TPU, as one of the reason to be one of the top player in AI.

https://x.com/ArtificialAnlys/status/1933254125757870104

With the launch of Gemini 2.5 Pro they're now only second to OpenAI o3-pro.

Google have been constantly shipping

Veo3 is now positioned #2 in the best video models

o3 pro performs just like or better than o3 in most benchmarks including ARC1 and ARC2. What's incredible about it, is the cut in cost by 80%, basically costing as much as 4o-mini!

https://x.com/ArtificialAnlys/status/1932489573462081898

Twitter did what Twitter does, speculating on o3 using distillation, but some insider says that OpenAI have been using Codex internally to optimize the heck out of it, obtaining the incredible 80% without performance losses.

OpenAI retention curve is a wet dream for most investors. Their 1 month retention has skyrocketed from <60% 2yrs ago to an unprecedented ~90%! Youtube was best-in-class with ~85%. 6mo retention is trending to ~80%. Rapidly rising smile curve.

https://x.com/deedydas/status/1932619060057084193

The Mistral team at it again with Magistral! A reasoning model designed to excel in domain-specific, transparent, and multilingual reasoning.

GRPO with edits:

1. Removed KL Divergence 2. Normalize by total length (Dr. GRPO style) 3. Minibatch normalization for advantages 4. Relaxing trust region

https://arxiv.org/pdf/2506.10910

Simon Wilson: all LLM API vendors are converging to the same product:

• Code execution: Python in a sandbox
• Web search — like Anthropic, Mistral seem to use Brave
• Document library aka hosted RAG
• Image generation (FLUX for Mistral)
• Model Context Protocol