llm
26 articles
The SaaS Moat Is Crumbling — When LLMs Eat the Interface, All That's Left Is API vs API
Nicolas Bustamante argues LLMs are ending Ben Thompson's Aggregation Theory. With chat as the universal interface, SaaS companies' moats built on 'workflow complexity + user muscle memory' evaporate, leading to pure API vs API commodity competition.
Karpathy Trained GPT-2 for Just $72 — OpenAI Spent $43,000 Seven Years Ago
Karpathy open-sourced nanochat — a minimal LLM training framework. With 8 H100 GPUs running for 3 hours at $72, you can train a GPT-2 level model. OpenAI spent $43,000 training the same model in 2019. That's a 600x cost reduction. On spot instances, it's just $20.
Simon Willison's 2026 Predictions: Is AI Replacing Human Coding?
Simon Willison shares his 2026 LLM predictions on Oxide and Friends podcast — LLM code quality will be undeniable, sandboxing will finally get solved, and there's a prediction about kākāpō parrots (◕‿◕)
AI Time Capsule: Karpathy Grades 10-Year-Old HN Predictions with GPT
Karpathy used GPT 5.1 to analyze decade-old Hacker News threads and find out who actually predicted the future (◕‿◕)
Sebastian Raschka's 2025 LLM Review — The RLVR Era Has Arrived
From RLVR to inference-time scaling, what happened in 2025? Raschka's year-end summary highlights the key shifts
Karpathy's 2025 LLM Year in Review — The RLVR Era Begins
From RLVR to Vibe Coding, Karpathy breaks down 6 key LLM developments in 2025