the Buy a GPU thesis proves true once again Jensen is expecting $1 TRILLION USD revenue through 2027
INVESTMENT
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GPT-5.4 Achieves $1B Annual Revenue Rate Week One
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gpt-5.4 has ramped faster than any other model we've launched in the API: within a week of launch, 5T tokens per day, handling more volume than our entire API one year ago, and reaching an annualized run rate of $1B in net-new revenue. it's a good model, try it out!
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Portfolio Companies Pitch Event with Multiple AI and Tech Leaders
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At the event, we were joined by multiple portfolio companies for a quickfire round of pitches, including @AI21Labs, @anyscalecompute, @Articul8_AI, @bria_ai_, @centrical, @LiltHQ, @Minio, @scale_AI and @zenitysec. Thank you to our portfolio companies for your presentations, and to those in attendance!
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Intel Capital and HSBC Host Enterprise AI Impact and Scale Event
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Intel Capital co-hosted the #EnterpriseAI for Impact and Scale event alongside @HSBC in London last week. The event included a panel on #OperalationalizingAI in enterprise led by @PippaChick and a keynote speech from @UCLEngineering professor Ivana Drobnjak. 🧵
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Texas Poised Replace Virginia Intelligence AI Hub 2030
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Texas is on track to replace Virginia as the 'Intelligence Factory' epicenter of the world by 2030.
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Wall Street Bankers Using Grok for Financial Modeling Applications
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Wall Street bankers building financial models in Grok is an interesting move. We'll see if domain expertise or LLM capabilities matter more here. I suspect it can become quite good, even though investing is most often more similar to betting, especially in the short term
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Advisory Jury’s Role in OpenAI Legal Decision
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The era of digital biology, exemplified by making a bespoke and effective vaccine for cancer in a dog, is taking off. Access to the AI-Coscientist. A new feature @NatureMedicine
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BuildAI Pitch Event: AI Solutions for India’s Challenges
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BuildAI Pitch Event Can AI solve India’s complex challenges and drive the nation towards global tech leadership? The IndiaAI Mission and ITEL Foundation invite AI startups building solutions for India’s unique problems to pitch their ideas. Prizes:
1st Prize – ₹2,00,000
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Outsiders Disrupting Industries: Innovation and Market Disruption Patterns
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I love finding examples of outsiders to a field with radical new methods being dismissed by the old guard. Usually there’s a lot of commercial value + a status quo flip in a few years here.
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GPT-5.4 reaches 90% with 32x efficiency improvement in three months
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32× efficiency improvement in just the last 3 months, that's the crazy jump from GPT-5.2 to GPT-5.4! 37 cents/task is essentially almost at human-level efficiency (target was 24 cents/task). This was inconceivable a year ago when o3 cost $4500/task on ARC-AGI-1, 12,000x improved! Jesse🔸⏹️ (@PoliticalKiwi) GPT-5.4 (High) has now cleared 90% on this benchmark at a cost of just $0.37/task So that's a 32x efficiency improvement in the last three months, or 12000x since December 2024 — https://nitter.net/PoliticalKiwi/status/2033142190520905763#m