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Aspiring for Intelligence

The latest themes, trends, and news in the world of intelligent applications

Newsletter · By Vivek Ramaswami · English · Official site

Indexed issues, last 90 days
6
Latest publication
Sep 25, 2026
Audience
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Earliest in this view
Jul 10, 2026

Latest issues

  1. Issue · Sep 25, 2026

    The Rise Of The Neo Neo Lab (opens the original)

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    For years, the conventional wisdom was simple: models are commoditizing, so enterprises shouldn’t bother training their own.Why do the difficult and costly work of building a model when you can buy frontier intelligence from Anthropic or OpenAI through an API? Instead, enterprises should focus their energy on the layers where they actually differentiate: applications, proprietary data, and workflows.What if that advice had it backwards?Cheap, abundant base intelligence was supposed to make bui

  2. Issue · Sep 11, 2026

    Is the promise of “Siri” finally here? (opens the original)

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    When ChatGPT first came out, there was a lot of discussion around having an all in one personal AI assistant - what some would refer to as a true Siri. We’ve all tried Siri before and on its best day, it’s still meh. In the wake of the “ChatGPT moment for personal assistants”, hundreds of companies emerged trying to be the next-gen PA and none of them really stuck. But what's happened in the last couple of weeks has caught our attention - companies like Instinct, Town, and Grok Bot are suddenly

  3. Issue · Aug 21, 2026

    Execution Is The Moat (opens the original)

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    Our friend Nikunj Kothari at FPV Ventures incicively pointed out that VCs love to talk about certain categories in AI “have no moat”. In our view, he nails it. In the world of AI, where the underlying tech and models change so quickly, the ONLY moat for startups is execution. In fact, the areas that venture investors and the general market dismissed as having no moat or could be built and commoditized quickly are also the ones enjoying the most significant revenue growth. </p

  4. Issue · Aug 7, 2026

    Every Sector Will Have a ‘Claude Code Moment' (opens the original)

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    About a year ago we wrote “The Browser Becomes an Agent”, arguing the browser would stop being a passive window and become the operating system for agents — reading context across tabs, remembering, acting. Atlas, Comet, and Copilot Mode were the first signals: browsing was becoming orchestration, not search. But none of them stuck. The models couldn’t hold a long-horizon task together and broke after a few steps. So we kept watching as the models and harnesses matured, meeting dozens of compani

  5. Issue · Jul 24, 2026

    Open Weights, Many Winners (opens the original)

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    This will be remembered as the summer of open models.Every week we are seeing new open weights models nearing and in some cases surpassing frontier level performance: Kimi K3, GLM 5.2, DeepSeek V4 Pro and Qwen3-Coder are all topping leaderboards and competing with the top Claude and GPT models, often at a fraction of the cost. Even US companies are getting into the open models game, with Mira Mura

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