This company must be worth a quadrillion dollars now.
INVESTMENT
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Chinese AI Companies Transform Open-Source AI Ecosystem
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Chinese AI companies have really changed the open-source AI ecosystem in the last few months
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Building AI Moats: Real-World Integration Over Model Wrappers
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Companies and VCs looking to fund startups – your moat is not a light wrapper around what the models can do, but what they will still struggle with in the future, which generally is within the messy interfaces between processes and technologies and the real world.
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Leading AI App Company Outperforms Alibaba in Market Dominance
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they have the #1 AI app and started this entire wave of AI. They’re doing a lot more than Alibaba, that’s for sure
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OpenAI Researchers Reject Zuckerberg’s Offers, Believing in AGI Leadership
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Most of OpenAI researchers who were approached by Zuck turned him down, convinced that ‘OpenAI was the closest to reaching AGI’
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AI Researcher Compensation Reflects Technology’s Societal Impact
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Great point. Sports stars getting $100M for playing with balls, normal. AI researcher getting $100M for creating technology that changes the trajectory of humanity, that’s insane
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Only Profitable Companies Can Fund Meaningful Research Labs
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You're absolutely right. Only large and profitable companies can afford to do actual research.
All the historically impactful industry labs (AT&T Bell Labs, IBM Research, Xerox PARC, MSR, etc) were with companies that didn't have to worry about their survival.
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AI Market Crash Economic Impact Analysis
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A reasonable take on what a crash in the AI market would actually mean for the wider economy, as CapEx for data centers continues to grow. (To be clear, there are no particular warning signs that this is a danger right now, but downside cases are always important to consider).
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AI Valuation Multiples: OpenAI vs Ant Financial Analysis
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current multiples are interesting. OAI: 15x EOY25 ARR
Ant: 19x EOY25 ARR details
OAI 300b valuation, 13b ARR now, 20b EOY
Ant 170b valuation, 5b ARR now, 9b EOY these don't seem… crazy?