Everyone's talking about the $250M. The part worth thinking about: @BlackRock is in the round. BlackRock manages infrastructure assets, not startup bets. Their participation signals that edge AI compute is starting to look less like a tech venture and more like critical
MARKET TRENDS
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Long Bet Prediction on AI Development Shows Promise
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Too soon for that, but my bet with Bob Gordon is looking better! https://
longbets.org/868/ -
US Productivity Surges 2.8% in 2025: AI Impact Unclear Yet
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US productivity grew by a robust 2.8% for all of 2025 (as well as in q4 of 2025) a smidge higher than the 2.7% that I predicted three weeks ago in my @FT article. Is this partly due to AI? It's too soon to sure – these numbers are notoriously volatile. But the old line "we
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AI Release Velocity Accelerates Beyond 2022 Pace
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My god, the release velocity is even crazier than 2022.
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10 Claude Prompts Replace Wall Street Analysts
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Wall Street firms pay analysts $200K/year to run frameworks these 10 Claude prompts replicate in 30 seconds. I engineered each one from the actual methodologies used at Goldman Sachs, Bridgewater, and Renaissance Technologies. 10 Claude prompts that replace a $2,000/month
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AI Output Now Preferred Over Fiverr Freelancers
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After using AI a lot and finding the output quality and speed really good, not perfect, but good. And then trying to do something with @Fiverr folks on cases where the #AI wasn't doing what I wanted… I have to say… I prefer AI. Fiverr is no longer worth it.
→ View original post on X — @rschmelzer, 2026-03-04 20:29 UTC
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Apple’s Supply Chain Excellence Justifies Premium Pricing Strategy
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$499 is crazy for what this is.
— Aaron Ng (@localghost) 4 mars 2026
Whatever you think their faults are, Apple's skill at supply chains is kind of second to none. https://t.co/RSKB1IYSsn$499 is crazy for what this is. Whatever you think their faults are, Apple's skill at supply chains is kind of second to none.
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Investors realize AI boosts productivity across all companies
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Because investors are realizing that AI is making every company more productive.
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ChatGPT: 295% Uninstallations After DoD Partnership
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Following the announcement of a partnership with the U.S. Department of Defense (#DoD), uninstallations of the #ChatGPT mobile application surged 295% in the United States 🇺🇸📉 usine-digitale.fr/intelligen… [Translated from EN to English]
→ View original post on X — @flashtweet, 2026-03-04 16:45 UTC