Claude Code costs up to $200 a month. Goose does the same thing for free. venturebeat.com/infrastructu… [Translated from EN to English]
→ View original post on X — @craigbrownphd, 2026-04-07 00:01 UTC
MARKET TRENDS
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Open-Source Models Dominate: 75-80% Performance at 10x Lower Cost
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The biggest winners of last week were open-source and cheaper models MiniMax 2.7 Qwen 3.6 GLM 5 – Kimi 2.5 Usage is going exponentially up on…. you get about 75-80% performance as the closed models that are 10x more expensive
→ View original post on X — @clementdelangue, 2026-04-06 23:36 UTC
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AI Supply Constraints Drive Market Dynamics More Than Demand
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The problem is supply, not demand.
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Starving for Intelligence: Massive Compute Constraints Challenge
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We are starving for Intelligence and we are still massively compute constrained.
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Google’s AI Strategy: Investing in Anthropic Over Gemini Development
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It's so curious to me, doesn't look like Google is serious about AI. They've been investing in Anthropic for years, selling them TPUs, and basically diverting resources from Gemini while it is cracking under capacity constraints. Imagine OpenAI selling capacity to their core
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Approaching IPO Requires Financial Accuracy and Transparency
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If they are indeed approaching IPO, that would be reason enough to not share incorrect numbers.
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Oracle’s Valuation Disconnect: From Software Vendor to Capital-Heavy Cloud Player
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This should be a juicy business school case study someday: Oracle’s financial profile as a business is totally changing but its stock valuation is still being treated by the Street as if it’s just a database software vendor. As Oracle goes deeper and deeper into sunk capital investment, and deeper in debt, the valuation has to go lower. New CFO for Oracle, brace for a new valuation Hilary Maxson is joining Oracle as CFO after nine years helping to run a company with a very different financial profile, Schneider Electric. The lower margin of Schneider is probably an accurate indicator of where Oracle is headed as a business as it takes on more and more debt to build a cloud AI empire. That business should be valued a lot less than Oracle’s traditional valuation — more like that of Schneider, in fact. thetechnologyletter.com $ORCL
→ View original post on X — @tiernanraytech, 2026-04-06 22:32 UTC
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Tracking 40000 people and 8300 companies on X platform
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I have mine watching 40,000 people and 8,300 companies here on X:
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Anthropic Reaches $30B ARR in Explosive Monthly Growth
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Breaking: Anthropic is now at $30B ARR. Up from $19B in February. That's $11B ARR added in one month. WAT.
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Anthropic’s Run-Rate Revenue Surpasses $30 Billion with Google Partnership
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Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br…
→ View original post on X — @ceobillionaire, 2026-04-06 22:03 UTC