2026-10-11 — Haiku 5.5

claude-haiku-5-5 — Claude Haiku 5.5: efficiency

Anthropic's small model is about 75% cheaper than Haiku 4.5 and much more capable. Theo: Haiku puts Anthropic in "complete and utter domination of the market."

rhys-lindmark-ai-2026-chips — Rhys Lindmark: AI 2026, Part 1: Chips

A chart-heavy case that Nvidia, with about 70% share and 66% margins, faces room for challengers in a roughly $2T, 100 GW buildout.