a billion dollars is a lot of money
MARKET TRENDS
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OpenAI o4 release: competitive pressure from tech rivals
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Yeah lol If OpenAI is not releasing o4 someone else would take a dig on that.
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Chinese Open-Source AI Model Rivals OpenAI and Claude
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Fuckk…this new open-source AI model from China claims to outperform OpenAI’s o3-mini and closely match Claude 4 Opus on their own benchmarks. Huge if true!! SOTA open-source models are raining cats and dogs from China.
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AI Valuation Multiples: OpenAI vs Ant Financial Analysis
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current multiples are interesting. OAI: 15x EOY25 ARR
Ant: 19x EOY25 ARR details
OAI 300b valuation, 13b ARR now, 20b EOY
Ant 170b valuation, 5b ARR now, 9b EOY these don't seem… crazy? -
AI Threatens High-Paid Consulting Jobs at McKinsey
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AI Is Coming for the Consultants. Inside McKinsey, ‘This Is Existential.’ The fear of irrelevance and job loss is now reaching even the highly paid professions.
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GPT-5 Dominates Lateral Reasoning Benchmark Competition
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The presumably GPT-5 outperforms all competitors in lateral reasoning by a large margin in this new benchmark. The excitement for OpenAI's new model grows daily. https://
x.com/synthwavedd/st
/synthwavedd/status/1951645151203324099
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AI Models Replacing Human Models in Fashion Industry
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The reaction was to be expected – and it is likely to become even stronger. AI is cheaper than human models. Consequently, companies, including fashion companies, will fall back on AI models. And I mean that in a completely value-neutral way, without making an assessment. It
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xAI Deep Search vs Claude Research: AI Giants Launch Competing Tools
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xAI called their equivalent Deep Search (launched with Grok 3 on Feb 19th) Anthropic called theirs "Claude Research" (April 15th)
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Google, OpenAI, Perplexity Launch Deep Research Features
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Gemini: https://
blog.google/products/gemin
i/google-gemini-deep-research/
… Dec 11th 2024 OpenAI: https://
openai.com/index/introduc
ing-deep-research/
… Feb 2nd 2025 Perplexity: https://
perplexity.ai/hub/blog/intro
ducing-perplexity-deep-research
… Feb 14th 2025 -
Google Gemini, OpenAI, Perplexity Release Competing Deep Research Products
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Google Gemini released their Deep Research product in December, OpenAI and then Perplexity released their identically named products in February