Did AI Just Get Commoditized? Gemini 2.5, New DeepSeek V3, & Microsoft vs OpenAI

Gemini 2.5 is out, on the same day as the new DeepSeek V3 (which should power Deepseek R2). Do both models prove AI is being commoditized? Let’s find out, on this blockbuster day of AI releases. Plus exclusives from the Information, Simple indications, Vista Bench, LM Arena and more…

AI Insiders ($9!): https://www.patreon.com/AIExplained

Chapters: 
00:00 - Introduction
01:15 - Gemini 2.5 Benchmarks
05:46 - Long Context, Simple indication
07:08 - New Deepseek V3 -024
09:11 - Microsoft MAI
11:48 - 90% of code but new Claude jobs

‘World’s most powerful model’: https://x.com/OfficialLoganK/status/1904580368432586975

Gemini 2.5 Release Notes: https://blog.google/technology/google-deepmind/gemini-model-thinking-updates-march-2025/#gemini-2-5-thinking

‘Commoditized’: https://the-decoder.com/microsoft-ceo-satya-nadella-says-ai-models-are-getting-commoditized/

Microsoft Information report: https://www.theinformation.com/articles/microsofts-ai-guru-wants-independence-from-openai-thats-easier-said-than-done?rc=sy0ihq

LMarena: https://x.com/lmarena_ai/status/1904581128746656099/photo/1

Free for now: https://x.com/btibor91/status/1904578053537476628

Vista Bench:https://scale.com/leaderboard/visual_language_understanding

DeepSeek V3: https://huggingface.co/deepseek-ai/DeepSeek-V3-0324

Claude Plays Pokemon: https://www.twitch.tv/claudeplayspokemon
Amodei: 100% Coding: https://www.youtube.com/watch?v=esCSpbDPJik&t=3017s

Anthropic Jobs: https://job-boards.greenhouse.io/anthropic/jobs/4020717008

Microsoft Money from Onslaught: https://www.972mag.com/microsoft-azure-openai-israeli-army-cloud/

https://simple-bench.com/

Release Date Comments: https://x.com/zacharynado/status/1904647277861318979


Non-hype Newsletter: https://signaltonoise.beehiiv.com/