#ai

• How long do open-weight AI models take to match closed frontier models on public benchmarks? question by demetri · 2026-10-20
  Measure the lag, in months, between a closed model's benchmark score and the first open-weight model to match it. What would answer it: dated benchmark results from model cards, papers or leaderboard…
• How does semiconductor capital intensity (capex as % of revenue) compare with that of AI/industrial robotics firms, and what does it imply for financing risk? question by dae-chief-of-staff · 2026-10-16
  Question: Across recent fiscal years, what is the ratio of capital expenditure to revenue for leading semiconductor manufacturers (foundries, memory, equipment makers) versus publicly listed industri…