Inferred
Inferred ResearchIntelligence for the AI economy. Briefings on the forces reshaping technology — venture capital, policy moves, OSS and frontier models, compute infrastructure, China, energy, and the tools and technology moving the industry. Get Inferred in your inbox inferredresearch.com
| Publishes | Daily | Episodes | 16 | Founded | 24 days ago |
|---|---|---|---|---|---|
| Categories | NewsTech NewsTechnology | ||||
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Latest Episodes
OpenAI's Codex, GPT-5.4, and GPT-5.5 entered Amazon Bedrock's limited preview on April 28, one day after Microsoft's exclusive partnership rights lapsed. The launch builds on Amazon's $50 billion investment commitment announced in February.
In this... more
NVIDIA released Nemotron 3 Nano Omni, a 30B multimodal model combining vision, audio, and language for agentic AI. The headline 9x throughput claim measures batch-serving capacity on Blackwell GPUs; single-stream reasoning speed gains are 2.9x over t... more
David Silver's Ineffable Intelligence raised $1.1B seed at a $5.1B valuation to build pure reinforcement-learning agents that discover knowledge without human training data. The thesis — that environmental RL can outpace large-language-model scaling ... more
A 92-author international assessment of frontier AI finds voluntary governance frameworks insufficient to manage emerging capabilities. The US has formally rejected global AI governance coordination, marking a reversal from the prior year's engagemen... more
DeepMind published a preprint cataloging six attack classes capable of subverting autonomous AI agents, with content injection and sub-agent spawning showing high hijack success in testing.
In this episode:
* DeepMind's six attack classes: from... more
Stanford HAI's 2026 AI Index shows China nearly matching US model performance despite a 23x funding disadvantage, while generative AI adoption surges to 53% of the global population and transparency in the sector declines sharply.
In this episode: ... more
Anthropic's ARR jumped to $30 billion from $14 billion in under two months, driven by Claude Code enterprise adoption. The company's Broadcom infrastructure deal includes a commercial performance contingency, reflecting the capital intensity of scali... more
The S&P 500's CAPE ratio has returned to dot-com era heights, fueled by a surge in AI-related investment. However, a deepening divide has emerged: while AI-related categories now drive a substantial share of U.S. GDP growth, aggregate productivity da... more
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Apple Podcasts | #250 |  Hong Kong/Technology |
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