These are the Intelligence Factories: over 70% of these AI compute clusters are being built in the United States.
MARKET TRENDS
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Analyzing Incremental Progress and Moats in General Purpose LLMs
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When is the last time a general purpose LLM (putting aside hybrid systems like Claude Code with special purpose symbolic harnesses) last completely blew away all competing prior models? GPT-4 relative to GPT 3.5? That’s what incremental change with no real moat looks like.
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Evaluating the Economic Potential of Generative AI
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Which has better odds?
— Gary Marcus (@GaryMarcus) 11 mai 2026
Generative AI earning $1.6 trillion/year or the roulette wheel landing on zero? https://t.co/LYHe0SVtvi pic.twitter.com/52cTL3iSHMWhich has better odds? Generative AI earning $1.6 trillion/year or the roulette wheel landing on zero?
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Estimating the Annual Revenue Required for AI Sustainability
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One estimate of how much annual revenue AI needs to “make sense”: 1.6 trillion. That’s four times what Google made in its best year. (total revenue so far is perhaps on order of 100 billion.)
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Google’s new Gemini Omni video model impresses with accuracy.
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holy, google is cooking!
— Chubby♨️ (@kimmonismus) 11 mai 2026
New video model / gemini omni is crazy good and accurate.
YouTube and TikTok will see a massive number of new AI-generated videos. https://t.co/aHoLmztlykholy, google is cooking! New video model / gemini omni is crazy good and accurate. YouTube and TikTok will see a massive number of new AI-generated videos.
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Enterprise roadmap vs Labs’ rapid AGI scaling vision
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Enterprises are going to actually want a coherent roadmap for the development of tools like Codex and Cowork, so they can plan and train and scale their use. This conflicts with the Labs’ vision where these tools rapidly scale exponentially in ability as models approach AGI.
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AI Agents-as-a-Service: The Next Big Shift
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The Next Big AI Shift Is Selling Digital Workers-As-A-Service #Agentic AI-as-a-Service could make autonomous #AI #agents far easier for businesses to adopt, helping them skip major technical hurdles and move faster from experimentation to real value. This article explains why
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Gartner 2026 Hype Cycle for Agentic AI
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Gartner: 2026 Hype Cycle for Agentic AI #gartner #AI #AgenticAI #AIAgent #ArtificialIntelligent #LLM #GenAI #GenerativeAI #HypeCycle @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind @baski_LA @TanyaSinha_ @devaang @AlAmadi1 @jeancayeux
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The evolution of the AI application scaffolding layer
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The #AI scaffolding layer is collapsing. LlamaIndex's CEO explains what survives.
by Taryn Plumb @VentureBeat Learn more: https://
bit.ly/3QPOpa1 #ArtificialIntelligence #MachineLearning #ML #MI -
Comparing OpenAI’s Research and Consumer Product Engineering Gap
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This is probably true for research talent specifically. The product and engineering gap with OpenAI on consumer side is a different story.