What do “economic value” benchmarks tell us? buff.ly/8ALytqF #AI #MachineLearning #DeepLearning #LLMs #DataScience
→ View original post on X — @miketamir, 2026-04-01 18:51 UTC

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What do “economic value” benchmarks tell us? buff.ly/8ALytqF #AI #MachineLearning #DeepLearning #LLMs #DataScience
→ View original post on X — @miketamir, 2026-04-01 18:51 UTC
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is there a reliable metric on the price of secondary shares for a big startup like OpenAI?
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when did the round complete? the contention is that this represents a recent change. are you saying the source was lying when he said “We literally couldn’t find anyone in our pool of hundreds of institutional investors to take these shares”?

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Something's different about Codex.@bradlightcap calls the team's focus "a singular and unique effort in the history of the company" https://t.co/juKdudIrE9 pic.twitter.com/q3Sp6r5kMf
— OpenAI Newsroom (@OpenAINewsroom) 1 avril 2026
Something's different about Codex. @bradlightcap calls the team's focus "a singular and unique effort in the history of the company" Jack Altman (@jaltma) This week's guest on Uncapped is @bradlightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam — https://nitter.net/jaltma/status/2039371109855113459#m
→ View original post on X — @romainhuet, 2026-04-01 18:23 UTC
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Sic transit gloria mundi.
— Gary Marcus (@GaryMarcus) 1 avril 2026
Six months later, Sam might not be able to find a buyer for Brad’s shares.
In no small part because he didn’t have a decent answer to Brad’s question of how to make OpenAI’s finances work.
Looking to heaven (note his eyeballs) didn’t help. https://t.co/CnJBSj8TYK
Sic transit gloria mundi. Six months later, Sam might not be able to find a buyer for Brad’s shares. In no small part because he didn’t have a decent answer to Brad’s question of how to make OpenAI’s finances work. Looking to heaven (note his eyeballs) didn’t help.
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It’s worse than that, @polymarket
: a lot (most?) of OpenAI’s new funding is *contingent* money, not guaranteed. No wonder people are getting skittish about OpenAI’s secondary market shares. OpenAI may well become the biggest flameout since Enron.

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We're joining thousands of builders at @HumanXCo next week. ⭐ Bryan Catanzaro, VP of Applied Deep Learning Research, unpacks AI as a five-layer cake on Opening Night
🤝 NVIDIA Inception Roundtable–Founder and Investor Networking
🎤 Two startup pitch competitions, in partnership with Mayfield and Google Cloud
🗺️ 40+ Inception startups exhibiting on the showfloor Check out these key sessions and highlights: nvda.ws/4143RkL [Translated from EN to English]
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Stage: Pre-seed to Seed Industries: Sector-agnostic, but they lean toward scalable, tech-enabled models. Fintech, healthtech, agritech, logistics, edtech, AI anything with venture-scale upside. The Strategist (@bizoptify) What industry or sector do they specialise or prefer investing in? — https://nitter.net/bizoptify/status/2039363189540819108#m [Translated from EN to English]
→ View original post on X — @taryl_ogle, 2026-04-01 17:08 UTC
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Remember how I said @CNBC that OpenAI might turn out to be the WeWork of AI? It’s getting hard to unload their shares… cc @carlquintanilla
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Why? Honestly, they don’t really care that much, as long as they get rich.