See data on the net flow of AI authors and inventors and thousands of other insights in the #AIIndex2026, released today.
INVESTMENT
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ServiceNow AI Strategy: Enterprise Adoption and Monetization
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How ServiceNow gets customers to gorge at the AI trough https://
go.theregister.com/feed/www.there
gister.com/2026/04/13/servicenow_ai_everywhere/?utm_source=dlvr.it&utm_medium=twitter
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Growth Is the Dominant Factor in Startup Valuation
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Einar: Growth is dominant factor in valuation. DOMINANT FACTOR. If you can fix nothing else, fix this. Me: Conversely, and many founders miss this: you want to sell before you plateau, not after. Einar: In particular, 20% annual growth is a breakpoint.
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Startup Founders Should Wait for $2M ARR Before Selling
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Einar: If you're at $1.7M and growing and want to sell, please *wait until $2M.* Much better competitive landscape for you. Similar discontinuities at $5M and $10M.
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ARR Thresholds Drive Startup Valuation Step-Up at $1-2M
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Einar: ARR impacts valuation. More buyers, not fewer, as ARR increases (up to tens of million in ARR), because less dominant frictional costs to integrate you. There is large step-up in valuation at about $1M to $2M in ARR versus just a few hundred thousand south.
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OpenAI and Anthropic Continue Financial Losses
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Meanwhile, as OpenAI and Anthropic lose more and more money . . .
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AI Market Bubble Deflation: Stock Prices Fall Sharply
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Nvidia hasn’t budged in six months.
Coreweave is down 21%
Oracle is down 50%
Microsoft is down 25% Like it or not, the bubble has already started to deflate. -
AI Company Gains Momentum with Anthropic-Aligned Strategy
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Tienen mucho talento y creo que los movimientos de los últimos meses (acercándose mas al modelo de Anthropic) sumado con la ventaja en computación, les coloca ahora en una buena racha. Pero sí, llevaban una temporada difícil.
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Advice to VCs: Avoid Technology Dependency in Robotics
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Advice to VCs investing in robotics: when the underlying technology landscape is still changing SO incredibly quickly, avoid making bets that make you path dependent on a specific technology approach. (e.g. Vision Language Action Models vs. @GeneralistAI's System1/System 2 approach). We're still so early and have only seen ~0.1% of the ideas and innovation in this space. Invest in infrastructure & picks and shovels. [Translated from EN to English]
→ View original post on X — @ken_goldberg, 2026-04-13 18:39 UTC
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Anthropic Mythos Sets New AI Competition Bar for OpenAI
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Now that @AnthropicAI has introduced Mythos, the bar is set for @OpenAI and “Spud.” In today's @BigTechnology newsletter, @Kantrowitz look at what comes next. We also ask series of questions — like whether “too dangerous” is a new trend that's part warning & part marketing.