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Claes Holtzmann

@claeshs.bsky.social

I've been working with journalism, business models, tech, and data since 2015. Here to find and share knowledge about that. Data- and analysis editor @ jfm.dk

834 Posts1648 Follower719 Folgt
Claes Holtzmann@claeshs.bsky.social · 23h ago

They really need to work on the marketing on this. "We are applying Palantir’s AI-powered platform to one of the largest opportunities in front of us, converting the sheer scale of our audience into known, orchestrated first-party relationships..."

America’s largest newspaper chain, USA Today Co., partners with Palantir to analyze audience data as search traffic falls

USA Today Co. has made a deal with software company Palantir to analyze and monetize user behavior, the company announced on Thursday. In its Q2 earnings call Thursday morning, USA Today Co. chairman...

niemanlab.org

Claes Holtzmann@claeshs.bsky.social · 4d ago

Sad but true (in the US) "Our so-called free press can no longer do what it used to do. That's because it presumes an audience that agrees, at minimum, on factual reality as most of us see it. And that audience, a national citizenry that shares the same basic set of facts, no longer exists."

Nothing Moves the Needle

Not that long ago, the press could root out corruption, topple presidents, and end wars. Now, even the biggest scoops have little impact. Here's how and why the media lost its mojo.

craigunger.substack.com

Claes Holtzmann@claeshs.bsky.social · 2w ago

Let the big expensive frontier models do the thinking and the inexpensive guys do the heavy lifting. "The new swarm reached 1,000 commits per second, so Cursor built its own version control system... Total costs ranged from $1,339 for the Opus hybrid to $10,565 for GPT-5.5 running alone."

Cursor's agent swarm suggests cheaper models can handle most coding when frontier models plan the work

Cursor asked its upgraded agent swarm and its predecessor to rebuild SQLite in Rust using only the documentation, with no source code or internet access. Every configuration of the new system, which separates planners from workers, eventually scored 100 percent on the test suite. The old swarm choked on merge conflicts of its own making.

the-decoder.com

Claes Holtzmann@claeshs.bsky.social · 2w ago

Promising (though it has to run with auto mode) "For browser agents, the attack success rate hit zero percent across 129 test scenarios, per the system card."

Opus 5 may have solved browser-based prompt injection, the biggest security flaw haunting AI agents

Opus 5 combined with Auto Mode hits a zero percent prompt injection success rate for browser agents across 129 test scenarios. Without those extra protection layers, the rate is 3.7 percent. If these numbers hold up in practice, Anthropic may have cracked one of the biggest security problems facing AI agents that operate in browsers.

the-decoder.com

Claes Holtzmann@claeshs.bsky.social · 2w ago

It baffles me how many platform shifts some publishers have to go through before they accept that reach and page views won't turn into a sustainable business model. Reach, a year into its pivot: 40,000 subs. "really we've just launched paywalls - there's a huge amount of stuff that we need to do."

Reach’s Google Traffic Referrals Fell 55%; Paid Subscriptions on Track for Target

Reach said its Google traffic in H1 of 2026 was down 55%, feeding into a 40% decline in the overall size of its on-platform audience.

amediaoperator.com

Claes Holtzmann@claeshs.bsky.social · 2w ago

Danish external examiners are warning about AI in this summer's theses at Copenhagen Business School. One who graded seven law theses: "In two of three theses, it was clear AI had been used to such a degree that the students could not account for large parts of what they submitted."

Censorer på CBS advarer om indflydelse fra kunstig intelligens

Flere censorer har efter sommerens eksamener på CBS advaret mod de studerendes brug af kunstig intelligens.

berlingske.dk

Claes Holtzmann@claeshs.bsky.social · 3w ago

Counterpoint: Frontier labs are best positioned to dominate non-frontier markets. "I highly doubt that Chinese models are cheaper to serve on a marginal cost basis, they just seem cheaper because Anthropic and OpenAI are so supply constrained that they are charging far more than they would ..."

Who’s Afraid of Chinese Models?

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

stratechery.com

Claes Holtzmann@claeshs.bsky.social · 3w ago

Frontier models are abundant, compute is not. "Moonshot, the AI startup behind the Kimi K3 model, has temporarily stopped selling new subscriptions. Over the past 48 hours, "demand has pushed close to the limits of our current capacity," the company announced"

Moonshot pauses new Kimi K3 subscriptions after GPU demand maxes out in 48 hours

Moonshot has temporarily stopped selling new subscriptions for its Kimi K3 model as demand nearly maxed out its GPU capacity within 48 hours. The company plans to split its subscription model to spread computing power more evenly.

the-decoder.com

Claes Holtzmann@claeshs.bsky.social · 3w ago

The EU's transparency rules face their first stress test: the people who wrote them. "Parliament has not been immune to AI slop and misleading AI-generated content ... MEPs must lead by example as the AI Act's transparency rules become applicable."

The European Parliament’s answer to its AI worries: More AI

The institution is opening its doors to models from OpenAI, Meta, Anthropic and Mistral as it tries to bring lawmakers’ growing use of the technology under control.

politico.eu

Claes Holtzmann@claeshs.bsky.social · 3w ago

Increasingly happy I'm not in charge of cybersecurity. "a 100-million-token Cyber Range test cost about $85 with Opus 4.5 or 4.6, roughly $46 with GLM-5.2, and just $1.19 with DeepSeek V4-Pro"

Open-weight models now match frontier cyber performance from just four months ago at a fraction of the cost

The British AI Security Institute warns that open-weight models like GLM-5.2 and DeepSeek V4-Pro now trail closed frontier models in cyber capabilities by four to seven months. At the start of 2025, the gap was still six to ten months. It also found that safety measures on open models are largely ineffective, leaving defenders less time to prepare.

the-decoder.com

Claes Holtzmann@claeshs.bsky.social · 3w ago

Inference is eating the world ('s compute). "Meta... is in talks to lease computing power to Anthropic in a potential deal worth as much as $10 billion over two years."

Meta, Anthropic in talks for potential $10 billion compute lease deal, NYT reports

Meta Platforms is in talks to lease computing power to Anthropic in a potential deal worth as much as $10 billion over two years, the New York Times reported on Friday, citing three people with know...

reuters.com

Claes Holtzmann@claeshs.bsky.social · 3w ago

A point for the headline writer. "Anyone who has a problem can do the open-source thing and fork it. Or just walk away."

Linus Torvalds tells AI critics in the Linux kernel community to fork off

Linux creator Linus Torvalds has come out strongly in favor of AI tools in kernel development. "Linux is not one of those anti-AI projects," he wrote on the kernel mailing list amid a debate over Sashiko, the Linux Foundation's AI-powered code review tool. Torvalds said he would "very loudly ignore" anyone who tries to talk others out of using it.

the-decoder.com

Claes Holtzmann@claeshs.bsky.social · 3w ago

Capitalize on growth opportunities and make sure you're able to weather challenges in multiple pillars. "Be flexible and informed enough to move with the tide, shifting product and audience strategies to stay relevant in a rapidly changing regulatory, cultural, and technological environment"

Dan Kennedy@dankennedy.net · 3w ago

Trove of @lionpubs.bsky.social Audit data reveals what a ‘Sustaining’ news business looks like in 2026. lionpublishers.com/trove-of-lio...

Claes Holtzmann@claeshs.bsky.social · 3w ago

Schibsted: skip the fancy metered registration wall-solutions and just ask for money. "If you create a lot of friction to logging in, you may as well have at least a trial period subscription, and you achieve the same thing" - Schibsted's Gustaf Eriksson

First-party data mastery: Tips for publishers from Norway's Schibsted Media

First-party data tips for publishers from Norway's Schibsted which has some 1.25 million paying online readers.

pressgazette.co.uk

Claes Holtzmann@claeshs.bsky.social · 4w ago

Claims like this used to get me in trouble with the micropayments mob "micropayments are hardly the silver bullet to put out the funding crisis of struggling news media... industry actors are probably better off spending their limited resources on solidifying the value proposition of subscriptions"

Aske Kammer@askekammer.dk · 4w ago

🚨 Publication alert 🚨 Q: Do young audiences prefer micropayments or subscriptions when paying for online journalism? A (on the basis of 2,720 survey responses): "subscription is consistently favoured over micropayments across all content types".

Claes Holtzmann@claeshs.bsky.social · 4w ago

Photographers were often first out the door in layoffs. Now they convert the most free readers into subscribers at JFM. The recipe: huge local-event galleries where readers come to find themselves. "Photograph the ones watching. They're the ones who help pay for the paper." - Michael Bager (DK)

De ryger på stribe i fyringsrunder, men ét særligt greb har gjort fotografer til JFM's konverteringskonger

Deres titler er egentlig pressefotograf og fotojournalist, og det er også de titler, de bruger om sig selv.Men i de roller er de faktisk også endt med at blive kaldt konverteringskongerne i JFM.For Michael Bager, pressefotograf på Fyens Stiftstidende, og fotojournalist Jacob Schultz på JydskeVestkysten er de to medarbejdere i JFM, der er bedst til […]

journalisten.dk

Claes Holtzmann@claeshs.bsky.social · 4w ago

Increasingly expensive frontier models... something's gotta give. "every path to foundation models having market dominance, strategic leverage, value capture, winner-takes-all effects, or anything else other than becoming commodity infrastructure, requires something to change."

Ways to think about token pricing — Benedict Evans

AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure?

ben-evans.com

Claes Holtzmann@claeshs.bsky.social · last mo.

Many failed strategies have a "Netflix for ___" slide in their past. "While consumers might be willing to pay a monthly fee to Netflix to stream thousands of TV shows and movies, most gamers don't take the same approach, preferring to stick with a handful of favorite games they play on repeat."

Cecilia D'Anastasio@cecianasta.bsky.social · last mo.

New: Behind Xbox's big reset was a failed Game Pass strategy. Xbox spent nearly $80b in deals for content that it hoped would grow the subscription service. Instead, Game Pass lost subscribers. Deep dive: www.bloomberg.com/news/article...

Claes Holtzmann@claeshs.bsky.social · last mo.

This was always a key skill. Now it's one of the few things left. "the study points to the ability to come up with “original ideas” as an increasingly vital skill for journalists as AI-generated text, audio, and video floods our information ecosystems."

A new study looks at the skills journalists are losing (and gaining) because of AI tools

Last year, MIT's Media Lab came out with a buzzy study on a phenomenon that’s been coined “cognitive debt.” In short, the researchers found that when ChatGPT users offloaded essay writing tasks to the...

niemanlab.org