Vous vous souvenez des 500 milliards de dollars investis pour créer Stargate ? Sam Altman vient de dévoiler les premières images de ce giga-projet. C’est complètement fou d’imaginer ce que ces images représentent : le futur cerveau de l’AGI est en train de naître. Quelle
INVESTMENT
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Payments and Models: Exciting Developments in AI
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This is exciting, both for what it suggests about payments and what it suggests about models.
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DeepSeek’s Rise: What It Reveals About Global AI Talent
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What does #DeepSeek’s rise say about AI talent? Scholars @AmyZegart and @idenarch analyzed data on the 233 authors listed on DeepSeek’s research papers. Nearly all were educated or trained in China; half have never left China for school or work; and most of those who trained in
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Lumentum and Arista navigate tariff uncertainty in cloud sector
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Lumentum and Arista shine despite uncertainty Cloud computing demand for fiber optics and networking is supporting healthy results at both Lumentum and Arista, but both companies are waiting to find out what happens when the tariff pause ends on July 8th. Some companies, such as
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Self-deployable frontier AI for countries and enterprises
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Self deployable fully packaged frontier AI. If you’re a country you may want to look here instead, we can help! https://t.co/BE0g0PdHTG
— Arthur Mensch (@arthurmensch) 7 mai 2025Self deployable fully packaged frontier AI. If you’re a country you may want to look here instead, we can help!
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SAS Acquires Hazy to Enhance Synthetic Data Generation Capabilities
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Jared Peterson: "Last year SAS doubled down on our commitment to synthetic data by acquiring Hazy, which has market-leading capabilities in synthetic data generation. SAS Data Maker makes it easier and more secure to create synthetic data." http://
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YC Summer Batch: Get Your AI Product Featured to 125K Users
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applying to YC summer batch? want to get your ai product in front of 125k potential users before you apply? reply here with what you're building and we'll include some in the newsletter
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AI Coding Tools Valuations: Windsurf, Cursor, GitHub Compared
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Windsurf was acquired by OpenAI for 3 billion dollars with a net revenue of about 40 million (a 75x multiple). Cursor raised funds at a valuation of 9 billion dollars with a net revenue of about 300 million (30x). GitHub was acquired by Microsoft for 7.5 billion dollars with a
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CB Insights 2024 AI 100: Agents and Infrastructure Lead Growth
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CB Insights released its 2024 AI 100 list, spotlighting early-stage non-public startups that show strong market traction, financial health, and growth potential. The most recent cohort shows a growing market for agents and infrastructure, with over 20 percent of companies either building or supporting agents. The list, derived from a pool of 17,000 startups across 14 countries, also notes emerging opportunities in healthcare, defense, and software development. Learn more in The Batch: hubs.la/Q03lm92c0
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Palantir, TWG, and xAI Partner on Enterprise AI Solutions
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@PalantirTech CEO Alex Karp and TWG Global Co-Chairman Thomas Tull sat down at the @Milken Institute conference with @CNBC to discuss how TWG and Palantir’s partnership with xAI will design and deploy AI-driven solutions for enterprise.