Extraordinary. Energy and efficiency are the constraints to an ever-growing (exponential) need for Intelligence. Demand is massively going to outpace supply.
MARKET TRENDS
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Exponential Growth in AI: Understanding the Plateau Effect
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exponentials usually tail off. you should know that, xeno
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Procurement Transforms into Cybersecurity for IIoT Clients
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Procurement just became cybersecurity. How are your clients approaching this? @IIoT_World @CRudinschi @agentic_factory @antgrasso @Ronald_vanLoon @gp_pulipaka
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Opus 4.6 Sets Remote Labor Index Record, Questions AGI Claims
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Holy smokes! Opus 4.6 set a new record on the Remote Labor Index! At 4.17%. Anyone who claims that we are close to AGI is either lying or lost.
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OpenAI Revenue Hits $2B Monthly Growing 4x Faster Than Rivals
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OpenAI's revenue trajectory is one of the more absurd things in business history. $1B annual -> within a year of ChatGPT's launch. $1B per quarter -> by end of 2024. $2B per month -> now. Growing 4x faster than Alphabet and Meta did at comparable stages. 900M weekly active
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Tesla Robotaxis Admit to Using Remote Human Drivers
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Tesla robotaxis are sometimes driven remotely, by humans. They just admitted it.
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Top AI News: Data Centers at Sea, Self-Building AI, and New Tools
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Nice! Let’s see if someone does COBOL next
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OpenAI Closes $122B Funding Round at $852B Valuation
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Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to lead at scale. openai.com/index/acceleratin…
→ View original post on X — @paulroetzer, 2026-03-31 20:59 UTC
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Experts underestimate AI’s potential economic growth impact
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Fascinating work on how different groups of experts expect GDP to change in the coming years. Kudos to @connacher_ , @pawtrammell , @BasilHalperin of the Stanford @DigEconLab and the others who did this data collection and analysis. @PTetlock always does such amazing work. My take? Most of the experts surveyed (I was one of them) are not optimistic enough about growth. Forecasting Research Institute (@Research_FRI) We completed the most comprehensive study of how economists and AI experts think AI will affect the U.S. economy. They predict major AI progress—but no dramatic break from economic trends: GDP growth rates similar to today's and a moderate decline in labor force participation. However, when asked to consider what would happen in a world with extremely rapid progress in AI capabilities by 2030, they predict significant economic impacts by 2050: • Annualized GDP growth of 3.5% (compared to 2.4% in 2025) • A labor force participation rate of 55% (roughly 10 million fewer jobs) • 80% of wealth held by the top 10% (highest since 1939) 🧵 Here's what we found: — https://nitter.net/Research_FRI/status/2038965685431259520#m
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OpenAI Raises Record $122B Funding, Plans 2026 IPO
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OpenAI just raised another $122B. It's the largest funding in Silicon Valley history, with backing from major names like Amazon, Nvidia, SoftBank, plus wealthy investors. OpenAI is ahead of an expected IPO by the end of 2026