The Best Open Source US Model (Right behind China)

Checkout Mark's new Startup that'll help you edit videos quickly https://novacut.ai/  Learn more about us at https://genaimeetup.com/  Anthropic has officially closed a $65 billion Series H at a $965 billion valuation, nearly 2.5x its valuation from just 100 days ago. Meanwhile, funding is flowing across the ecosystem: Frameworks AI at $15B, Baseten at $11B, OpenRouter's $113M Series B, and Cognition AI's $1B Series D. NVIDIA went on an open-source super week with Nemotron 3 Ultra, Cosmos 3, and Nemotron 3.5 ASR. Microsoft dropped 5 new MAI models. Google released Gemma 4 12B, and Anthropic shipped Opus 4.8. On the benchmarks front, DeepSWE crowns GPT-5.5 as the leader in long-horizon coding tasks, while ITBench shows even frontier models struggle with real-world SRE incidents — Claude Opus 4.7 tops out at just 47%. Plus: Cloudflare acquires VoidZero to build the future of AI-native edge development, and Google is paying SpaceX $920M/month for compute. Topics covered: • Anthropic's $65B Series H and path to $1T • Fireworks AI, Baseten, OpenRouter & Cognition funding rounds • Microsoft's 5 new MAI models • NVIDIA's open-source super week (Nemotron, Cosmos 3) • MiniMax M3, Gemma 4 12B, JetBrains Mellum2, Opus 4.8 • DeepSWE benchmark: GPT-5.5 leads long-horizon coding • ITBench: Frontier models under 50% on real SRE tasks • Cloudflare + VoidZero for AI-native edge dev • Google's $920M/month SpaceX compute deal #AI #Anthropic #NVIDIA #OpenAI #AInews #TechNews #llm 0:00 Recording Start 0:38 AI Announcements & Funding 1:39 Anthropic's Valuation 3:21 Anthropic's Leadership 4:30 OpenAI's Debt 5:32 OpenRouter Funding 6:31 How OpenRouter Works 9:53 Using OpenRouter for Benchmarks 11:47 Free Models Strategy 13:10 Infrastructure Build-out Trend 15:57 Wall Street's Delayed Reaction 17:34 Devin AI Usage Growth 19:22 Agents Surpassing Chat Usage 20:38 Compute & Energy Investments 22:02 Data Centers vs. Chip Fabrication 26:15 Microsoft's New Model 30:57 AI Spending at Companies 34:12 Nvidia Nemotron Model 37:30 Nemotron Speed Comparison 41:00 Market Correction & Bubbles 45:30 Minimax M3 Benchmark 47:49 Model Commoditization 50:09 Price Comparison: DeepSeek vs. Gemini 54:23 Anthropic's Moat Discussion 56:39 Coding Tool Comparisons 58:48 Low Switching Costs 1:00:20 Anthropic's Vertical Expansion 1:04:18 AI as Ubiquitous Utility 1:08:58 AI as Commodity vs. Oil 1:10:05 The Horse Race of Models 1:13:30 Future Valuations & Money Printing 1:14:12 Price Trends: US vs. Chinese Models 1:16:39 Data Privacy & Free Models 1:19:30 On-Device Models & Privacy 1:22:33 Agentic Coding Benchmarks 1:25:29 GPT 5.5 Impressive Results 1:27:32 Vending Bench: AI Managing Business 1:30:23 JetBrains & IT Bench 1:35:10 AI for DevOps & Incident Response 1:38:00 AI & Job Concerns 1:40:22 Layoff Fears 1:43:21 Building a Better Future 1:44:46 Eric Schmidt Graduation Speech 1:48:23 Economic Implications of AI 1:51:03 Terminator Scenarios 1:52:35 Call to Action & Closing