HF infra really is next level. The fact that they're basically the default for the entire open-source AI ecosystem is incredible. Curious what this means for their enterprise play.
INVESTMENT
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AI Model Competition Driving New Economic Incentives
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The token wars are getting interesting haha. Soon they'll be paying us to use the models.
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India’s Techade: Global Hub for Semiconductors and AI Innovation
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“This is India’s Techade!
— IndiaAI (@OfficialINDIAai) 1 avril 2026
Our initiatives in technology, AI, and semiconductors are not just shaping India’s future—they are set to benefit the entire world.” – Hon’ble Prime Minister @narendramodi during📍 Inauguration of Kaynes Semicon Facility, Sanand, Gujarat
India is… pic.twitter.com/tLtDOe1ni5“This is India’s Techade! Our initiatives in technology, AI, and semiconductors are not just shaping India’s future—they are set to benefit the entire world.” – Hon’ble Prime Minister @narendramodi during📍 Inauguration of Kaynes Semicon Facility, Sanand, Gujarat India is rapidly emerging as a global hub for cutting-edge technologies, with strong momentum in semiconductors, AI and digital innovation, driving growth, resilience and global impact. 🇮🇳 Building for India. Innovating for the world. #IndiaTechade #Semiconductors #AI #DigitalIndia #Innovation #ViksitBharat @AshwiniVaishnaw @jitinprasada @PIB_India @SecretaryMEITY @abhish18 @kavitabha @GoI_MeitY @_DigitalIndia @mygovindia
→ View original post on X — @officialindiaai, 2026-04-01 13:59 UTC
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Cybersecurity Risks Slow AI Adoption But Investments Continue
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Cybersecurity risks shape AI adoption, but investment accelerates nonetheless
https://www.cybersecuritydive.com/news/ai-cybersecurity-concerns-adoption-agentic-investment/816262/
[Image from source] [Translated from EN to English]→ View original post on X — @sallyeaves, 2026-04-01 13:00 UTC
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ASML’s Journey to Europe’s Most Valuable Tech Company
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Key takeaways: The science was clear, but the market justification took years. Despite delays, they never lost hope in a project that was win or die for the company. ASML is now Europe’s most valuable tech co ($525B+).
→ View original post on X — @wellingmax, 2026-04-01 11:32 UTC
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Sora’s Failure: Million Dollar Daily Losses and Disney Deal Collapse
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Sora burning $1M a day and getting killed six months after launch while the Disney deal collapsed around it is a useful data point for every AI lab currently subsidizing consumer products to build brand.
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Top AI Stories: OpenAI Funding, Claude Code Leak, New Tools
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Top stories in AI today: OpenAI’s record-breaking funding, superapp
Claude Code's source code leaks to the world
Upgrade AI coding with this free context tool
Poll: AI use jumps as American trust, optimism sink 4 new AI tools, community workflows, and more -
AI Winners: Data Quality Over Engineering Talent
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But the real shift isn’t just better models. It’s better data. Joe Constantine made a point I fully agree with: The winners in AI won’t be the companies with the best AI engineers. They’ll be the ones with: → Real-time data
→ Trusted data
→ Direct access to network state -
Historic Growth Rates Meet Unsustainable Burn Rates
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Growing four times faster than Alphabet and Meta at the same stage is impressive until you see the loss projections sitting next to it. The growth rate and the burn rate are both historic.
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AI Giants’ Revenue Growth Challenges ‘Great Implosion’ Predictions
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Anthropic at $19 billion ARR run rate and OpenAI at $2 billion a month are not obviously imploding. The Great Implosion prediction needs a timeline to be testable otherwise it's unfalsifiable and therefore not really a prediction.