gpt-5.4 has ramped faster than any other model we've launched in the API: within a week of launch, 5T tokens per day, handling more volume than our entire API one year ago, and reaching an annualized run rate of $1B in net-new revenue. it's a good model, try it out!
MARKET TRENDS
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Perplexity Computer Becomes Most Widely Deployed Agent Orchestrator
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With the iOS, Android, and Comet rollout, Perplexity Computer is the most widely deployed orchestra of agents by far. There are rough edges in frontend, connectors, billing and infrastructure that will be addressed in the coming days.
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Jensen Huang Unveils Next AI Innovations at NVIDIA GTC
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NVIDIA CEO Jensen Huang is delivering a live keynote from SAP Center at #NVIDIAGTC Join us as Jensen shares what’s next in AI. Watch Now: https://
nvda.ws/4rC7DfX -
Codex Team: Hardcore Builders Switching Platforms Fast
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The Codex team are hardcore builders and it really comes through in what they create. No surprise all the hardcore builders I know have switched to Codex. Usage of Codex is growing very fast:
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Gemini API Spending Caps Now Available, API Stability Improved
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Hey they fixed it, good job! Can now add spending caps on Gemini, which is a huge relief. I really like the API stability on Gemini and Flash is very efficient for structured stuff. Logan Kilpatrick (@OfficialLoganK) We just shipped a bunch of stuff to make it easier to scale with the Gemini API: – Automatic tier upgrades – Tier 1 -> Tier 2 now happens much faster (30 days post payment -> 3 days) and with less spend ($250 -> $100) – New billing account caps on each tier to limit over spend — https://nitter.net/OfficialLoganK/status/2033587540419019127#m
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Texas Poised Replace Virginia Intelligence AI Hub 2030
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Texas is on track to replace Virginia as the 'Intelligence Factory' epicenter of the world by 2030.
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Niantic Spins Out Spatial Platform, Sells to Scopely
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To be more precise: Niantic sold itself to Scopely and spun the spatial platform out as Niantic Spatial Inc. — with a technology licensing agreement where opt-in user scans flow back to Niantic Spatial. If you're curious about how VPS works, watch this:
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Wall Street Bankers Using Grok for Financial Modeling Applications
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Wall Street bankers building financial models in Grok is an interesting move. We'll see if domain expertise or LLM capabilities matter more here. I suspect it can become quite good, even though investing is most often more similar to betting, especially in the short term
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NVIDIA GTC 2026: Jensen Huang Keynote with Industry Leaders
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We’re going live at #NVIDIAGTC in 30 minutes. ⏱️
— NVIDIA (@nvidia) 16 mars 2026
Join us for GTC Live at 8 a.m. PT as we get ready for Jensen Huang's keynote 11 a.m.
Featuring industry leaders from: @bfl_ml, @Cadence, @CaterpillarInc, @cohere, @CoreWeave, @DellTech, @EdisonSci, @FireworksAI_HQ, @IBM,… pic.twitter.com/XM5FfFoTnpWe’re going live at #NVIDIAGTC in 30 minutes. Join us for GTC Live at 8 a.m. PT as we get ready for Jensen Huang's keynote 11 a.m. Featuring industry leaders from: @bfl_ml
, @Cadence
, @CaterpillarInc
, @cohere
, @CoreWeave
, @DellTech
, @EdisonSci
, @FireworksAI_HQ
, @IBM
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OpenAI in Talks to Expand Enterprise AI Distribution
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OpenAI is in active conversation with TPG, Bain, Brookfield, and Advent to distribute its AI enterprise solutions across their portfolio companies, according to Reuters. A big race for enterprise customers