OpenAI stated that their revenue scaled 1:1 with compute (c. 1GW=$10bn). To break that cycle OpenAI needs advertising, since vast majority of ChatGPT users are not monetised. The key point is that they need to get higher leverage on their compute, so 1GW produces much more
INVESTMENT
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Scaling Without Slop: Latent Space Expands AI News Coverage
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Scaling without Slop https://
latent.space/p/2026 – @smol_ai AINews is joining Latent Space
– Our lessons from scaling AIE and LS
– Latent Space's next podcast
– Hiring and plans for the future -
Higgsfield launches OnlyFans for AI with weekly $100k pot
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C’est littéralement OnlyFans, mais pour l’IA.
— Jouhatsu | AI Influence Operator (@Jouhatsu_ai) 23 janvier 2026
Tu peux désormais créer un personnage digital gratuitement et gagner de l’argent à partir d’une cagnotte hebdomadaire de 100 000 $.
higgsfield vient de lancer la toute première plateforme de monétisation pour les influenceurs IA.… pic.twitter.com/GM75cq9W2SIt's literally OnlyFans, but for AI. You can now create a digital character for free and earn money from a weekly $100,000 pot. Higgsfield has just launched the very first monetization platform for AI influencers.
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Tech giants restructure while space and biotech advance
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Top stories in tech today: – Amazon’s second layoff wave is coming
– Lab‑grown skin steps up after ski‑resort fire
– Musk taps top banks for SpaceX’s IPO
– Blue Origin's satellite megaconstellation
– Quick hits on other tech news Read more: https://
tech.therundown.ai/p/amazons-seco
nd-axe-is-falling
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Cybersecurity Strategic Investment Amid Rising Threats and Costs
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Cybersecurity is a strategic investment as digital operations, data flows, and trust stay connected. With threats maturing and costs rising, organizations review spending to align protection with continuity. Microblog @antgrasso #Cybersecurity
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Separating Real AI Capacity from Surface-Level Excitement
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Indeed. Focusing on real operational problems helps separate durable capacity from surface-level excitement, especially when long-term value emerges through sustained use rather than early visibility.
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Foundational Capacity Beyond Early Revenue Logic
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I also see how judging foundational capacity through early revenue logic consistently distorts perception, while what is being built today follows the same pattern of becoming indispensable long before its value can be cleanly attributed or priced.
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Databricks Named Leader in Gartner Magic Quadrant Reports
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Databricks has been named a Leader in two 2025 Gartner Magic Quadrant™ reports for Cloud Database Management Systems and for Data Science and Machine Learning Platforms! We believe this recognition highlights the strength of our open platform and new capabilities like Lakebase
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AI in Financial Services 2026: Trends and Agent-Driven Growth
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The State of AI in Financial Services: 2026 Trends report is here. – 65% of firms are already actively using AI.
– 84% say open-source models are central to their AI strategy.
– 89% report AI is increasing revenue and reducing costs. From production-scale AI to agent-driven -
US Leads Global AI Race as China India Compete Investment Talent
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AI has become a mirror of national technological ambition: the US leads, with China and India close behind. Investment, talent, and governance are reshaping the global balance of power. infographic by @VisualCap via @antgrasso #AILeadership