I can’t believe so many people can’t see all the signals…. The demand for Intelligence far outstrips the supply.
INVESTMENT
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IndiaAI Cohort II: 10 Startups Driving Global Innovation
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Meet the 10 startups of Cohort II—taking Indian AI innovation to the world.
Cohort II of the IndiaAI Startups Global Acceleration Program brings together 10 high-potential startups driving real-world impact across sectors. Startup in Spotlight: http://
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AI Investment Shifts From GenAI Hype to Foundational Innovation
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AI investment is shifting from GenAI hype to foundational, scalable innovation! #AI #ArtificialIntelligence #GenAI #GenerativeAI #LLMs #AIinvestment #investment #innovation @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind @baski_LA
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Investing in Agent-First Companies and Claude’s Build vs Buy Behavior
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im actively trying to invest in companies that agents would be the main users of one interesting thing i saw in a report somewhere was does claude code buy or build – and it built tools in the majority of cases. so this could go against my thesis too in some respects
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OpenAI Codex acquisition enables real computer use capabilities
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the Codex x @skybysoftware acquisition may have been one of the best @openai deals made in the last year.
— swyx 🇸🇬 (@swyx) 20 avril 2026
I've been waiting for "real" computer use since @romainhuet demoed the ChatGPT App with 4o Vision at AIEWF 2024… and only now it's really, actually rolling out in a usable… https://t.co/b2aXj1qbLLthe Codex x @skybysoftware acquisition may have been one of the best @openai deals made in the last year. I've been waiting for "real" computer use since @romainhuet demoed the ChatGPT App with 4o Vision at AIEWF 2024… and only now it's really, actually rolling out in a usable
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Users Growth: People and Agents Ratio Impact on Revenue
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users (people + agents, i think the agent to people ratio will be what goes bananas) which could obv knock on to rev+usage
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Americans Build Datacenters Following Major Tech Breakthrough
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Americans saw this and decided to build datacenters.
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AI Company Expands with New San Jose Office and Growing Team
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New digs in San Jose, growing team, and more room to build what’s next in AI. Great to see everyone together with @RodrigoLiang cutting the ribbon. We’re just getting started.
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@testingcatalog — 2026-04-20
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Anthropic Amazon > Anthropic expands its compute power via a new partnership with Amazon to secure up to 5 gigawatts for training and deploying Claude > Amazon also invested additional $5 billion in Anthropic, with up to $20 billion more in the future. Compute is the
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Anthropic Secures 5 Gigawatts Computing Capacity Amazon Deal
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Holy: Anthropic just secured up to 5 gigawatts of compute capacity through an expanded deal with Amazon. To put that in perspective: 5GW is roughly the equivalent of 5 nuclear power plants. Microsoft's entire global data center footprint was estimated at 5-6GW in 2024. But