Inteligencia Artificial
Open-Weight AI Models Aren’t Free: The COGS Wall Street Ignores
Ben Thompson argues in Stratechery that open-weight models like Kimi K3 aren’t free to serve: inference cost, not license price, is what defines margin in the AI industry. The debate reopens the question of who actually wins when a model competes against a rival that charges less per token but needs more tokens to respond.
Inteligencia Artificial
CuspAI Launches AI Materials Foundry, a Global Network for Materials
CuspAI presented AI Materials Foundry, a global artificial intelligence network that aims to connect the generation of candidate materials with their validation in a real lab. The proposal builds on previous advances like GNoME, MatterGen, and the open OMat24 dataset, but aims to solve the bottleneck that none of those models solve on their own: physical synthesis.









