•5 min read
The Three-Month Gap Is the Moat
DeepSeek's lag behind US frontier labs is being read as weakness. It is the opposite. The gap is the product.
Posts tagged with #frontier-models
← View all posts•5 min read
Export Controls End at the API
Chip sanctions were enforceable at ports. API access has no port. The US State Department's April 2026 cable marks the moment policy admits it.
•4 min read
The Frontier Is Bifurcating
Anthropic leaked a 10T-parameter model above Opus. The AI frontier isn't converging, it's splitting into commodity and ultra-tier intelligence, and most architectures aren't built for that.
•3 min read
The Moat Is Scar Tissue
Meta reportedly delayed Avocado. Apple pushed Siri. Neither has a compute problem. Frontier AI capability is organizational, not computational, and it doesn't transfer from a hiring spree.