The Year of AI DevOps & Fears for GitLab (Pt.2)
Summary
* GTLB is taking a defensive stance toward the rise of AI
Anthropic
The Year of AI DevOps & Fears for GitLab (Pt.1)
Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4)
Summary
* Moonshot’s Kimi 1.5 demonstrates that China’s top labs
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.3)
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)
Summary
* DeepSeek has multifold lower opex and cluster costs than Western rivals,
