Did Figma just close its first day of trading at $69 billion? Nice.
MARKET TRENDS
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Hosted AI Models Approaching Quality Parity with Alternatives
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They're getting pretty close, if they're not there already – depends on how sensitive you are to differences in quality, the hosted models are still more capable
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Shift from Hype to Practical Productivity in AI Tools
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2025 marks a shift in AI: from hype-driven growth to tools that drive real productivity habits. Baidu Wenku’s success isn’t a marketing headline it’s millions of users voting with loyalty. The platform has proven that AI productivity tools win long-term when they truly solve
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US LLM Models Struggle Against Chinese Competition in AI Race
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USA is Meta (Llama series – it was going great till Llama 3 but Llama 4 seriously fucked it up) Mistral is good but not enough to catch up with the speed that china is shipping. We need smaller players like Kimi to come out of the US and amaze the world.
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Chinese AI Products Emerging as Top Innovations
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Totally and most of the good ones are coming out of china! Excited for this one
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Autonomous trucks now operating highways between Dallas Houston
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Autonomous trucks are now driving highways at night, hauling food and dairy between Dallas and Houston #RiseoftheRobots https://
wsj.com/business/logis
tics/texas-autonomous-trucks-dallas-houston-56b76993?st=KvguUe
… via @WSJ -
Anthropic Reaches $170B Valuation in Latest Fundraising Round
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Anthropic Close to $170B Value With New Fundraise https://
youtu.be/sotfbXR859E?si
=eu1Kt_MFFGLfrEr-
… via @YouTube -
DeepSeek builds self-sufficient AI talent pipeline amid US-China competition
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This @WSJ piece on China/US AI competition highlights research from @StanfordHAI Senior Fellow @AmyZegart and other scholars examining DeepSeek's increasingly self-sufficient pipeline of homegrown AI talent.
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Anthropic CEO on AI Potential and OpenAI Competition
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Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Busine… https://
youtu.be/mYDSSRS-B5U?si
=KIc_Gt1pOFGP_3qk
… via @YouTube -
Mark Zuckerberg’s Superintelligence Master Plan Revealed
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"Superintelligence Is Now In Sight" Mark Zuckerberg's Master Plan Revealed https://
youtu.be/0SXCIfFK5r8?si
=b13hGJsAqtiZ-W7-
… via @YouTube