We are, again, witnessing waves of the AI trade as investors grope for the next opportunity that isn’t already a crowded trade. Even as semiconductors continue to do well, pockets of software are becoming validated as AI beneficiaries rather than AI victims. Such is the case with
MARKET TRENDS
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Reflecting on the exponential growth and global impact of AI
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At its current exponential growth, Anthropic's annualized revenue will hit 100% of global GDP in early 2028. Do I think this will happen? No. Is it insane that this is the current trajectory, and we should all be preparing for AI to rapidly change the world we live in? Yes.
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AI compute crunch and its impact on chatbots
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What is the #AI compute crunch—and how will it affect #Chatbots?
by @denibechard @sciam Learn more: https://
bit.ly/4ukDNhE #ArtificialIntelligence #MachineLearning #ML #MI -
Thousands of Vibe-Coded Apps Expose Corporate and Personal Data Online
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Thousands of Vibe-Coded Apps Expose Corporate and Personal Data on the Open Web | WIRED https://
share.google/jakCcHeK2SW64e
K2i
… #viben #vibecoding #coding #coder #AI #anthropic #artificialintelligence @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind -
AI is an infrastructure to integrate, not a product
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Read carefully. Many French #TPE #PME still think that #AI is a product to buy. It's an infrastructure to integrate. The nuance determines the next decade of their competitiveness.
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The Emerging AI Platform War and Infrastructure Shifts
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the ai platform war is coming@kieranklaassen and i recorded a quick dispatch from code with @claudeai on the xAI compute deal, managed agents, and why anthropic is turning their api into a full cloud infrastructure for developers: pic.twitter.com/CCOs5G4VYl
— Dan Shipper 📧 (@danshipper) 7 mai 2026the ai platform war is coming @kieranklaassen and i recorded a quick dispatch from code with @claudeai on the xAI compute deal, managed agents, and why anthropic is turning their api into a full cloud infrastructure for developers:
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AI developments finance pros should track from MIT Sloan
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Here are the #AI developments that finance pros should be tracking
by Betsy Vereckey @MITSloan Learn more: https://
bit.ly/4eqJtlz #MachineLearning #ArtificialIntelligence #MI -
AI Infrastructure as the Decisive Factor in the Model War
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Anthropic était à genoux. Pas à cause d'un mauvais modèle. Pas à cause d'un mauvais produit. À cause de l'énergie. À cause du calcul. À cause des serveurs. Elon Musk leur a tendu le câble d'alimentation. Et maintenant il alimente Claude. L'IA est une guerre d'infrastructure.
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The AI war has shifted from model development to infrastructure dominance
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À ce moment-là, une vérité brutale commence à émerger : La guerre de l’IA n’est plus une guerre de modèles. C’est une guerre d’infrastructure.
Et OpenAI avait déjà pris des années d’avance. Ils avaient :
→ les serveurs → les puces → l’énergie → les partenaires → les -
AI commoditization may benefit Frontier Lab in consumer market
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I mean, that's an interesting question. Frontier Lab: probably not good. But if AI becomes a commodity and it's just about touch and accessibility, they might have a chance, but probably primarily in the consumer market. What do you think?