From under 28% to above 50% in eight months on Terminal-Bench is a pace that's easy to miss when everyone's focused on frontier model releases. Open models closing the gap this fast changes the economics for a lot of production use cases.
INVESTMENT
-
OpenAI in Advanced Talks to Buy Electricity from Helion Energy
By
–
OpenAI is in advanced talks to buy electricity from Sam Altman-backed fusion startup Helion Energy, according to a person familiar with the situation. OpenAI could secure a guaranteed portion of Helion's production, initially 12.5%, per the source.
-
UTA Startup Faces Financial Challenges Despite Best Efforts
By
–
UTA might fail financially (I go broke doing it maybe) but I hope you will enjoy us trying our best and giving it the best shot we possibly can. With love.
-
OpenAI Offers Private Equity Firms 17.5% Guaranteed Returns
By
–
OpenAI is offering private equity firms a standout 17.5% guaranteed return plus early access to new AI models to win enterprise partnerships. I digged a bit into this (deleted last post). This kind of incentive is unusual but strategic in a fast-moving, high-stakes market.
-
OpenAI Microsoft exclusivity deal and nonprofit structure questions
By
–
1) Afaik OAI still has exclusive deal with Microsoft regarding access to the models. This would completely bypass that. 2) Does the division between for-profit and non-profit still exist? I'd be interested to know how the exclusive access for private equity firms to internal
-
China’s OpenClaw, Amazon’s Rivr, Unitree IPO lead robotics news
By
–
Top stories in robotics today: – China is wiring robots with OpenClaw
– Amazon nabs stair-climbing bot startup Rivr
– Unitree’s IPO will test the humanoid hype
– This home robot cleaner comes with a human
– Quick hits on other robotics news -
Guaranteed Returns and Early Model Access: AI Fundraising Strategy
By
–
A 17.5% guaranteed return plus early model access is a wild fundraising structure. Tells you a lot about how desperate the capital needs are and how confident they are in the revenue trajectory. The early model access sweetener is the part that should concern competitors.
-
Side Projects in AI and Game Engine Development
By
–
Also lots of side quests like being a venture partner at the Activate fund, writing a book, modding Unreal Engine (details soon), and lots of other stuff that requires a longer blog post
-
Building AI Enterprise: 70+ Channels, Labs, Services
By
–
2026: – being an individual creator – separately running 70+ channels @ 1Bn+ views a month
– running Aeos Labs (enterprise AI services) – running YAAS (enterprise content services)
– 100+ enterprise clients across everything incl. Coca Cola, Cleartrip, Zoho, etc etc. – making -
Fund III: Shifting Deal Flow from Infrastructure to AI Applications
By
–
$232,323,232 is a very deliberate number. Congrats on Fund III. Curious how the deal flow has shifted since Fund I, specifically around AI infrastructure vs. application layer companies.