What I Read This Week…

Alibaba releases model that rivals OpenAI's o1, Ethereum's reliance on Layer-2 solutions has benefited Solana, and Amgen's clinical data shows Eli Lilly and Novo Nordisk's dominance in obesity drugs

Watch All-In E205 (No podcast this week) Read our Deep Dive: Understanding Federal Agencies Caught My Eye… Alibaba recently released QwQ, an open-source AI model that competes with OpenAI's o1 in reasoning capabilities. What is QwQ and how does its performance compare with OpenAI's o1? QwQ is an open-source, 32-billion-parameter model with a 32,000-token context window that is strong in mathematical and scientific reasoning. It outperforms o1-preview on mathematical reasoning benchmarks AIME and MATH, and it beats o1-mini on GPQA for scientific reasoning tasks. While it performs worse…

related reading

• Google "We Have No Moat, And Neither Does OpenAI"semianalysis.com
• Who’s Afraid of Chinese Models? – Stratechery by Ben Thompsonstratechery.com
• Paper AI Tigersgleech.org
• State of AI 2025: 100T Token LLM Usage Study | OpenRouteropenrouter.ai
• Ignas (@DefiIgnas) on Xx.com
• AINews | AINewsnews.smol.ai
• Are Solana's 'Network Extensions' Just Like Ethereum's Layer 2s But by a Different Name? - Unchainedunchainedcrypto.com
• Things I Don't Know About AI - by Elad Gil - Elad Blogblog.eladgil.com
• The Geopolitics of Open Weightsmbi-deepdives.com
• 2025: The year in LLMssimonwillison.net
• Open-Weights-and-American-AI-Leadership.pdfimages.nvidia.com
• Open Models Tack Toward the Frontiertomtunguz.com