AI Supremacy

Meanwhile Trump’s tariffs, especially the China trade war now escalated could hurt AI and datacenter by making stuff more expensive, lowering BigTech margins and disrupting critical supply-chains for advanced technologies.

State of Open-Source LLMs

While Meta’s Llama-4 appears to be a disappointment, and we usually think of Mistral, DeepSeek or Qwen in Open-source LLMs, I want to turn your attention to a couple of other contenders (though as we will see they are related) I think deserve a worthy mention.

Together AI who raised over $300 million Series B a month ago, have announced  DeepCoder-14B – A fully open-source, RL-trained code model! It’s interesting because it’s a code reasoning model finetuned from Deepseek-R1-Distilled-Qwen-14B via distributed RL.

Remember this is open-source, they have basically democratized the recipe for training a small model into a strong competitive coder—on-par with o3-mini—using reinforcement learning.