>people saying OpenAI won today
>maybe they did
>maybe someone else will win next drop
>it will keep changing hands >one thing’s for sure though
>Anthropic winning is NOT on the table
>theyʼre Amazon-bound
>not serious people
INVESTMENT
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OpenAI Leads AI Race While Anthropic Faces Amazon Acquisition
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ChatGPT App Store Launch Could Rival Apple’s Trillion Dollar Success
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Apple app store for iOS launched in 2008; in 2024, it made $1.3T in sales – trillion. ChatGPT app store launched in 2025…
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GPT-5 Pro API generates SVG pelican artwork in minutes
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I got the new GPT-5 pro API model to "Generate me an SVG of a pelican riding a bicycle". This pelican took 6m8s to generate and cost me $1.10!
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Visual builder API responses chat kit and evals for non-OpenAI models
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Visual builder for responses API. Chat kit and a probably underrated one – evals for non openai models. Difficult for evals startups, not just agent startups
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AGI Portfolio Hedging Through AI Infrastructure Spending
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I wonder how much of the spend on AI infrastructure is because it is otherwise very hard to get market exposure to the possibility of transformative AI. There are only a few companies in that AI race, so if you want “AGI” hedges in your portfolio, it is data centers or nothing?
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OpenAI Partners AMD Five-Year GPU Supply Agreement Six Gigawatts
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Breaking: OpenAI has partnered with AMD in a massive five-year GPU supply agreement to deploy 6 Gigawatts of AMD GPUs over multiple years. Deal Highlights: – The deal gives AMD a seat at the table as one of OpenAI’s core compute suppliers
– AMD issued OpenAI a warrant for up -
AI in 5 minutes: GLM-4.6, OpenAI acquires Roi, device with Jony Ive
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5 minutes of reading = 1 month ahead on AI This morning in my newsletter: → GLM-4.6: the Chinese model rivaling Claude (48% win rate)
→ OpenAI acquires Roi to turn ChatGPT into a personal financial advisor
→ The OpenAI + Jony Ive AI device
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Semicon Coalition Calls for Reinforced European Chips Act
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Semicon Coalition calls for reinforced Chips Act | Shaping Europe’s digital future https://
digital-strategy.ec.europa.eu/en/news/semico
n-coalition-calls-reinforced-chips-act
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#digitaleu #chipsact #innovation #technology @DigitalEU @ArturHabant @elaniazito @BetaMoroney @Fabriziobustama @mvollmer1 @mikeflache @CurieuxExplorer @Shi4Tech @smaksked -
UK Must Build Data Centers, Chips, and Energy for AI Leadership
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Build more data centres too, and learn to build the chips housed by them, and increase energy production to power them. Only then will the UK be a serious power in AI. The nations that command this technology will prosper.
