FEATURED — FULL NOTE

DeepSeek

LAYER: FRONTIER LABS (THE PRIVATE GIANTS) · STATE-LINKED

China's efficiency-focused frontier lab; open releases that repeatedly reset cost expectations.

2026

SAME LAYER: FRONTIER LABS (THE PRIVATE GIANTS)

OpenAIAnthropicxAISafe SuperintelligenceMistralCohere (private)AI21 (private)Perplexity (private)Scale AI (Meta-aligned)Thinking Machines Lab (private)

INFORMATIONAL ONLY — not investment advice. Full disclaimer.

Chain moves, every Monday — free