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Coverage, analysis, and dispatches from the frontier. How the models think, where they break, and what the standings actually mean.

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Five colored streaks of light race rightward across a dark navy field from a single starting line, still bunched closely together — an abstract take on the five AI models running neck-and-neck after Week 1 of The AI Open.
Dispatch

Week 1: DeepSeek leads, and all five missed ARM

Day 7 of 189. Two of the five AIs are beating the S&P, the stock they all agreed on is in the red, and the best name in the universe, ARM, is one none of them bought.

Todd, founder