Chad Hurley is Volatile Markets(@volatilemarkts):Nvidia backed Reflection is the sleeper Nvidia has been waiting for… Reflection is about to ship its first open-weight model. It won’t beat the closed US frontier on day one. The target is DeepSeek and Qwen — a Western weights option you can download, fine-tune, and run yourself. The real product is the “AI factory.” Your data + their models + your GPUs = a private system, not an API bill. They’re already locking Nvidia capacity with Nebius and SpaceX, and have a 250MW sovereign factory deal with Shinsegae in Korea. No name. No size. No benchmarks. Yet.

Chad Hurley is Volatile Markets@volatilemarkts

2026.10.05 03:29

Nvidia backed Reflection is the sleeper Nvidia has been waiting for… Reflection is about to ship its first open-weight model. It won’t beat the closed US frontier on day one. The target is DeepSeek and Qwen — a Western weights option you can download, fine-tune, and run yourself. The real product is the “AI factory.” Your data + their models + your GPUs = a private system, not an API bill. They’re already locking Nvidia capacity with Nebius and SpaceX, and have a 250MW sovereign factory deal with Shinsegae in Korea. No name. No size. No benchmarks. Yet.