We’re partnering with a small group of US builders to test usage-based GPT earnings. Our goal is to create a vibrant ecosystem where builders are rewarded for their creativity and impact and we look forward to collaborating with builders on the best approach to get there.
INVESTMENT
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AI Talent Wars: Million-Dollar Packages and Team Acquisitions
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The #AI boom is sending Silicon Valley’s talent wars to new extremes https://
wsj.com/tech/ai/the-fi
ght-for-ai-talent-pay-million-dollar-packages-and-buy-whole-teams-c370de2b?st=24c4vffdrynhs8w
… via @WSJ -
Apple OpenAI Partnership Discussions Possibility Remains
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Very high chance lol But I also don’t think we know the whole story I know reports say discussions faded, but I wouldn’t bet against the possibility of an Apple x OpenAI partnership, either
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Future of FinTech: AI and Big Data Innovation
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Future of #FinTech
by @techmenttech #Finance #AI #BigData #ArtificialIntelligence #Digital cc: @pbalakrishnarao @rtehrani @pascal_bornet -
Micron Rockets as AI Memory Race Accelerates
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The TL Podcast for March 26th: Micron rockets as the memory race gets underway Shares of Micron Technology surged as the race for more AI memory gets underway, Nvidia is still underestimated, and I talk with a fascinating startup whose technology is delivering hundreds of
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GitLab CFO Discusses Future Financial Results Strategy
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Please enjoy my interview with GitLab CFO Brian Robins GitLab CFO: We will continue to operate against our plan Investors blanched at GitLab CFO Brian Robins’s honesty this month, when he said that the company’s results going forward will probably have fewer of the
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Microsoft’s AI potential and Reddit valuation in tech investment
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Sell-side most interesting: Microsoft’s AI year, why Reddit’s over-priced Microsoft’s Copilots may boost cloud revenue next year, Reddit’s stock price is too high even in a bullish scenario, hard disk drive maker Seagate has an AI angle, and how to “rent” AI stocks with options
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Austria struggles as startup hub amid regulatory challenges
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Zu weltfremd. Bringt praktisch nix. Investitionskontrollgesetz ebenfalls ungelöst. Österreich ist weiterhin kein guter Standort für Startups.
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App Store Revenue vs Device Sales: Apple’s Dual Revenue Stream
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That’s App Store revenue only. For devices we talk more like 30%. They ain’t gonna go nowhere.
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Financial Journalism Fails on Nvidia Coverage Analysis
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Nick Bilton's piece on Nvidia in Vanity Fair is one of the worst recent examples of the sorry state of financial journalism. Throwing around the term "FOMO" but not even bothering to provide numbers. No numbers about Nvidia's financial results, not even a rough breakdown of its