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/ Podcast: https://aiexplainedopodcast.buzzsprout.com/