BREAKING IN JAPAN: @Nikkei spotlights @SambaNovaAI as NVIDIA’s top challenger in #AI chips! CEO @RodrigoLiang : “GPUs/CPUs are outdated for modern AI.” “The world needs efficiency — only SambaNova delivers.” Watch the segment
INVESTMENT
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AI Economics Mirror Search Engine Revenue Model Structure
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seems like, so far, AI is shaped like search in terms of RPE
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AI-native companies outperform legacy tech in revenue per employee
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inflation adjusted revenue per employee of ai-native companies vs. legacy tech companies (courtesy, deep research):
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Funding Pressure Silences Truth in AI Industry
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They know that's not true, but they could kiss goodbye to their funding if they tell the truth.
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Apple Invests $1B in Nvidia Servers for In-House GenAI
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Apple entre dans la course aux datacenters 1 milliard de dollars investis dans les serveurs Nvidia NVL72. Partenariats avec Dell et Supermicro pour bâtir un cluster GenAI maison et un futur LLM ? Pas encore de modèle maison, mais la base est posée. Siri est largué, Apple
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Halfmoon Startup Dethrones Midjourney in Image Generation
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Et pendant que ChatGPT s’offre un lifting, une startup inconnue débarque et… vole la vedette à Midjourney. La startup sort de l’ombre avec Halfmoon, un modèle qui s’offre la tête du classement dans l’Image Arena. Il dépasse Midjourney v6.1, Imagen 3 et Recraft.
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OpenAI Image Generation Disrupts Market Creating New Opportunities
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RIP all image gen, OpenAI cooked hard. Okey, in the next 48 hours, there will be a million new wrappers built on top of ChatGPT image generation. Millionaires will be minted en masse. Left, right and center.
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Napster Acquired for $207M to Build Music Metaverse
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Napster Snapped Up for $207 Million to Build Music #Metaverse (via @decryptmedia
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CEO Policy Adjustment for Legendary AI Product Builders
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I love how many people know that policy I have/had! I've adjusted the policy to allow CEO who (1) are legends like @bchesky @tobi @ivanhzhao @Benioff and (2) are building a product everyone is talking about, like Bolt, v0, Cursor, etc.
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China’s Leading AI Research: DeepSeek, Kling, and Alibaba Qwen
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This is a brilliant podcast. Highly recommended by @arkitus and I.
— Nando de Freitas (@NandoDF) 25 mars 2025
I liked the points on China. I’ll go farther. I think some of the best AI research is now happening in China. No doubt @deepseek_ai, @Kling_ai and @Alibaba_Qwen models are among the best. It seems rather futile… https://t.co/iUZTfMhFIVThis is a brilliant podcast. Highly recommended by @arkitus and I. I liked the points on China. I’ll go farther. I think some of the best AI research is now happening in China. No doubt @deepseek_ai
, @Kling_ai and @Alibaba_Qwen models are among the best. It seems rather futile