Just like we're seeing with oil and gas, the supply-shortage for 'tokens' or Intelligence is coming.
MARKET TRENDS
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AI Disruption of Media: Emerging Impacts and Trends
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I see it as a disruption of media due to AI. More:
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AI Set to Disrupt All Media: A Major Inflection Point
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Yes, and it is an inflection point in something bigger. AI is about to disrupt all of media:
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Best Way to Follow AI Community News and Updates
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The best way to follow the AI community here on X: https://
alignednews.com/ai Reads EVERYONE here in AI, including you, and picks the best stuff (events, papers, news, products, tips, models, and more). -
EU Regulatory Burden Threatens Tech Investment and Economic Sovereignty
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So we are in radical agreement. The EU creates a massive regulatory burden and the MS refuse to divert funds away from agricultural subsidies towards compute or defence, and then they wonder why their economies and sovereignty are declining. Seems like Mensch's observation was
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OpenAI in Massive Debt at IPO: Snowflake Parallel
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OpenAI: Finally, a price on all the madness OpenAI will be massively in debt for its spending when it eventually comes public, probably in the not-too-distant future. Meanwhile, its valuation is a ridiculous multiple of expected sales this year. We've seen this movie before. You would do well to recall the example of Snowflake, which had high growth, but also massive losses and an absurd stock valuation when it came public. The result was not pretty. thetechnologyletter.com $SNOW @OpenAI [Translated from EN to English]
→ View original post on X — @tiernanraytech, 2026-04-02 21:18 UTC
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Cloud Role and Advanced AI Models Infrastructure Future
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Cloud still has a role. We'll want real time data about the world (like is your favorite restaurant open right now) and the high end will want the best possible models to do advanced stuff (coding, simulations, etc). But NVIDIA was running its very advanced world model-based
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OpenAI acquires TBPN: Revisiting 2021 acquisition playbook
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OpenAI acquiring TBPN Discussed this playbook back in 2021 What's old is new again cbinsights.com/research/medi…
→ View original post on X — @paulroetzer, 2026-04-02 21:14 UTC
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OpenAI Reportedly Burns $250M on Podcast Amid Competition
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When spin is all you have left: OpenAI, flailing wildly, and rapidly losing ground to Google and Anthropic, and burning truly massive amounts of money every day,burns a reported $250M on an 18-month-old tech podcast — presumably in order to control the narrative.
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OpenAI acquires TBPN for hundreds of millions
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HOW LOW IS LOW HOW LOW IS LOW nitter.net/zerohedge/status/20397… zerohedge (@zerohedge) *OPENAI ACQUIRED TBPN FOR ‘LOW HUNDREDS OF MILLIONS’: FT — https://nitter.net/zerohedge/status/2039790140189515891#m