New issue brief: Have Chinese AI models pulled ahead of their global counterparts? Our latest brief analyzes China’s diverse open-weight model ecosystem and examines the policy implications of their widespread global diffusion. https://
hai.stanford.edu/policy/beyond-
deepseek-chinas-diverse-open-weight-ai-ecosystem-and-its-policy-implications
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INVESTMENT
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Chinese AI Models Eclipse Global Competitors Policy Implications
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Nvidia Stock Surges on Strong AI Revenue Beat
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Nvidia Shares Jump After AI Juggernaut Beats Revenue Expectations
#AI #AIio #AIInnovation #ML #DataScience #Futureofwork @fabiomoioli @pascal_bornet @alliekmiller @mattshumer_ @OfficialLoganK @jeremyphoward @GaryMarcus -
Databricks Raises $4B, Valued at $134 Billion
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Databricks is raising over $4 billion in Series L funding, valuing the data and AI company at $134 billion. Databricks CEO @alighodsi attributed the company’s revenue run-rate growth, which is up 55% year-over-year, to the idea that businesses are building data intelligent
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Executives Cash In on AI ROI in 2026
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It's almost 2026, and execs are ready to cash in AI ROI. SAS' Manisha Khanna fills in Fortune.
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Major Tech Company Achieves $4.8B Revenue with Strong AI Growth
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We are excited to share our strong Q3 results:
– Growing >55% year over year, surpassing $4.8 billion revenue run-rate
– Exceeding $1 billion revenue run-rate for our Data Warehousing business – Exceeding $1 billion revenue run-rate for our AI products
– Positive free cash flow -
OpenAI Cuts Revenue Share to Microsoft Partners from 20% to 8%
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Major shift at OpenAI: revenue share with Microsoft & partners to fall from 20% → 8% by end of decade, potentially netting @OpenAI an extra $50B. Big move on margins, and implying pressure on terms and structure. https://
reuters.com/business/opena
i-share-8-its-revenue-with-microsoft-partners-information-reports-2025-09-13/
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Windsurf’s Product and Distribution Strategy Success
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"I think what Windsurf got right was a couple things. First was a commitment from the founders that they want to both build Google class product and Salesforce class distribution. It was a true commitment from the beginning.
— Latent.Space (@latentspacepod) 15 décembre 2025
The second was that they were in a great market that… https://t.co/0x32mnI7Cu pic.twitter.com/9VK4i71JbY"I think what Windsurf got right was a couple things. First was a commitment from the founders that they want to both build Google class product and Salesforce class distribution. It was a true commitment from the beginning. The second was that they were in a great market that
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Analyst Consensus Index Built with Claude AI for Bitcoin Prediction
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Built an Analyst Consensus Index from 246 curated analysts using Claude AI. 5-year backtest on Bitcoin: predicted the 2022 crash, 2023 rally, and this correction.
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Human Talent Drives AI Progress Through Skill Development
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Human talent drives technological progress by supporting skill development, guiding strategic investment, shaping new roles through digital trends, and sustaining growth as advanced capabilities in AI, cybersecurity, and data science expand in value. Microblog by @antgrasso
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US AI Strategy: Winner-Takes-All Model Dominance Approach
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“The US follows the idea that there will be one winner who takes it all. Even coming short of ‘AGI,’ if you have the best model, everyone will use your model and not the competition’s. The idea is: develop the Biggest, Baddest model and people will come.”