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VideoKTG Analysis~15 minBitNet: Run 100B AI Models on Your CPU — No GPU Needed1-bit quantisation: model weights represented as {-1, 0, 1} instead of floating point. If this scales, CPUs become viable for AI inference. The entire cost model changes.
www.youtube.com
VideoFireship~5 minBig Tech in Panic Mode… Did DeepSeek R1 Just Pop the AI Bubble?DeepSeek trained for $5.6M what OpenAI spent $100M+ on, and wiped $600B off NVIDIA's market cap in a day. The Jevons Paradox angle is the real mind-bender: cheaper AI doesn't reduce demand — it explodes it.
www.youtube.com
VideoYouTube~12 minApple's M5 Max Changes the Local AI StoryReal benchmarks: M5 Max running LLMs 2.4-4x faster than M4 Max via MLX. Apple is quietly building unified-memory machines that run 670B-parameter models locally. No other consumer hardware comes close.
www.youtube.com
Deep CutAI Bites~10 minLLaDA: Large Language Diffusion ModelsWhat if the entire "predict next token" paradigm that powers every LLM is the wrong architecture? LLaDA generates text via diffusion — denoising all tokens simultaneously — and matches LLaMA3 8B. Early, but genuinely paradigm-questioning.
www.classcentral.com
ResearchGoogle Research10 min readLooking Back at Speculative DecodingFrom the inventors. Small model drafts tokens, big model verifies — 3x faster inference, identical output quality. Google already ships this in Search AI Overviews. The hybrid thesis isn't theoretical.
research.google
ArticleNVIDIA Developer Blog12 min readIntroduction to Speculative DecodingNVIDIA's own explanation of why small + big beats just big. The counterintuitive insight: GPUs sit idle 98% of the time waiting for memory. Running two models is faster than running one.
developer.nvidia.com
VideoNetworkChuck~20 minHost ALL Your AI LocallyThe practical version: setting up a local AI server with open-source models, running inference on your own hardware. No API keys, no monthly fees, no data leaving your network. This is what "ownable AI" looks like in practice.
www.youtube.com
ResearcharXivAcademic paperNative LLM and MLLM Inference at Scale on Apple SiliconAcademic paper showing MLX on Apple Silicon isn't a toy. M-series Macs running 70B+ parameter models with serious throughput. The hardware thesis behind the Apple story — written by researchers, not marketing.
arxiv.org
Deep CutHugging Face / MicrosoftModel cardBitNet b1.58 2B4T — First Natively Trained 1-Bit LLMWhere BitNet stops being a research paper and starts being a deployable model. MIT licensed. 4 trillion training tokens. 2 billion parameters in ternary weights. Download it, run it, own it.
huggingface.co
ArticleStratechery (Ben Thompson)15 min readThe Benefits of BubblesBen Thompson's thesis: AI bubble spending on physical infrastructure — power, fabs, data centres — has lasting value even if the bubble pops. The value is shifting from software back to physical things. If AI commoditises intelligence, the bottlenecks become copper and cooling systems.
stratechery.com