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LIVE at 12p PT/3p ET: AI’s cleanest stories are getting messy. Meta has excess compute. AI-heavy companies are hiring, not shrinking. And op…
LIVE at 12p PT/3p ET: AI’s cleanest stories are getting messy. Meta has excess compute. AI-heavy companies are hiring, not shrinking. And open models keep getting better. @DanielTNiles on what this me
LIVE at 12p PT/3p ET: AI’s cleanest stories are getting messy. Meta has excess compute. AI-heavy companies are hiring, not shrinking. And open models keep getting better. @DanielTNiles on what this means for the AI trade. @arakharazian and @garrettlord on the jobs data. @vipulved and @ClementDelangue on open models, China, and where the money goes if AI keeps getting cheaper.
Source: Together AI (X) | 2026-07-02