Tesla went public for 0.1% of its current market capitalization
INVESTMENT
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OpenAI Extends Lead with GPT-5 While Google Gains
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OpenAI extends its lead in text with GPT-5, but Google is gaining ground. OpenAI models now command over 50% of text usage. At the same time, Google’s Gemini-2.5 series has steadily grown to ~10% share, reversing its earlier decline and showing sustained momentum. (4/6)
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Perplexity Finance Standalone App Potential Explored
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Saw someone using Perplexity Finance in the wild. Maybe a standalone app could be cool. pic.twitter.com/CzeUVaRkNh
— Aravind Srinivas (@AravSrinivas) 25 septembre 2025Saw someone using Perplexity Finance in the wild. Maybe a standalone app could be cool.
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OpenAI’s Free School ChatGPT Strategy Mirrors Big Tech Expansion
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Really interesting read, shows OpenAI following the expansion playbook of many of its elder Silicon Valley peers. Free Basics/Internet.org, anyone?! the-ken.com/story/openai-off…
→ View original post on X — @madhumita29, 2025-09-25 14:46 UTC
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Economics of Transformative AI: Key Research Findings
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Jakob Nielsen summarizes the key papers from our @nberpubs workshop on the Economics of Transformative AI.
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Louxor AI: Headquarters Decision Between USA and Europe
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Certains de mes associés dans Louxor AI me pressent de domicilier le projet aux USA, tant qu’il en est encore temps. Je tiens bon, mais j’ai de plus en plus de mal à trouver les arguments pour les convaincre du contraire. Vous n’avez pas idée à quel point la séquence
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$1B Valuation Requires 27x Growth in Monthly Revenue
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I don't think so $1B valuation at 20x requires $50M/y or $4M/month So it'd need to 27x
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Balderton Capital leads $30M Series A for Light’s AI finance platform
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Early Revolut investor Balderton Capital has led a $30 million Series A round in Light, a Danish startup that's using AI to shake up the decades-old world of finance and accounting systems.
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Every Computer Science Subfield Now Oriented Toward AI
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Every subfield X of computer science is now X for AI: hardware for AI, systems for AI, databases for AI, security for for AI, etc.
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AI Investment Bubble Control and Federal Reserve Rate Policy Risk
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Still, so long as AI's greatest macro force is mere *investment*, there is *a way* to curb it or let a bubble burst, without that wrecking the larger economy. If instead the Fed then shoots us in the foot by not then cutting rates, it'll be a self-inflicted wound.