1) Afaik OAI still has exclusive deal with Microsoft regarding access to the models. This would completely bypass that. 2) Does the division between for-profit and non-profit still exist? I'd be interested to know how the exclusive access for private equity firms to internal
MARKET TRENDS
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CEO Leadership Critical for AI Industry Success and Innovation
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in ai, a company is only going to go as far as their CEO goes you cannot delegate working with the latest tools—it's a critical part of building your intuition for how this new world works that's why @garrytan @tobi etc are going so hard right now. bullish
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Claude Code adoption surpasses GPT-5 despite model capability
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The lack of a visible GPT-5 codex bump in the commit data while Claude Code keeps climbing is interesting. Suggests adoption might be more about workflow integration than raw model capability at this point.
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Advanced Networks Are Critical to AI Supercycle Success
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Why the AI Supercycle Will Fail Without Advanced Networks The AI boom depends on more than powerful models — without advanced, high-capacity networks to connect data centres, devices and AI systems in real time, the AI supercycle could stall. Read more
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5G IoT and Agentic AI: From Data Transport to Intelligent Orchestration
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As 5G, IoT, and Agentic AI converge, telecom networks are no longer passive infrastructure, they’re becoming adaptive, self-optimizing systems that sense, decide, and act in real time. How connectivity is evolving from moving data to orchestrating intelligence Read:
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Inference Evolution: From Centralized to Distributed Edge Computing
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Inference is also shifting. Today it’s centralized.
Tomorrow it gets distributed. Closer to the edge.
Closer to the device.
Closer to the user. We saw this movie with video. It started centralized. Then usage exploded, and distribution moved outward. AI will follow a similar -
Mobile Networks: The Nervous System of Cloud and AI Infrastructure
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My biggest takeaway: Cloud may be the engine.
AI may be the brain.
But mobile networks are becoming the nervous system. And nervous systems decide how fast, secure, and intelligent the body can act. If you are building AI products or investing in infrastructure, this shift -
Mobile Networks: The Underrated Key to AI’s Future Winners
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Everyone is obsessing over AI models and cloud GPUs.
— Ronald van Loon (@Ronald_vanLoon) 23 mars 2026
But the next AI winners might be decided by something far less hyped:
Mobile networks.
At Mobile World Congress, I sat down with @OneLinders, Head of Thought Leadership at @ericsson to unpack why connectivity, not just… pic.twitter.com/4PpmErzrpVEveryone is obsessing over AI models and cloud GPUs. But the next AI winners might be decided by something far less hyped: Mobile networks. At Mobile World Congress, I sat down with @OneLinders
, Head of Thought Leadership at @ericsson to unpack why connectivity, not just -
The Evolution of AI: From Cloud to Embedded Physical Systems
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Right now AI = centralized cloud. Text in, text out.
Massive models.
Huge data centers. But that’s the first chapter. We’re moving toward: → Multimodal AI
→ AI agents
→ Physical AI embedded in devices That changes everything. Because now AI depends on real-time data, not -
Guaranteed Returns and Early Model Access: AI Fundraising Strategy
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A 17.5% guaranteed return plus early model access is a wild fundraising structure. Tells you a lot about how desperate the capital needs are and how confident they are in the revenue trajectory. The early model access sweetener is the part that should concern competitors.