I'm glad that @tbpn is going live from the NYSE for the Figma IPO, but we need them to get a live cam on Bill Gurley too.
MARKET TRENDS
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OpenAI Doubles Revenue to $12 Billion, Reaches 700M Users
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OpenAI is still on a huge growth trend: -OpenAI has doubled its revenue to $12 billion annualized – that's currently around $1 billion in revenue per month, up from $500 million in early 2025. -User numbers are growing rapidly: 700 million weekly active users, up from 500
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AI Reshapes SEO: Scaling Content Creation Without Burnout
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Totally agree! AI is reshaping SEO from the ground up. It’s a game-changer for content creators looking to scale without burning out.
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Mistral European Champion but Technologically Behind
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My objective has never been to criticize Mistral. On the contrary, I remind you that it is our European champion, supported by remarkable talents. But we must remain clear-sighted: in terms of performance, Mistral remains behind the major American and Chinese models. It is not
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Mistral, French talent to support despite its limitations
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My title starts with 'Mistral, the talent…' because yes, it's our French and even European champion. We must support them, particularly by stopping putting obstacles in their way with absurd regulations. But let's be clear-eyed: Mistral still lags behind
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China’s AI Momentum: Path to Surpass US Leadership
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There is now a path for China to surpass the U.S. in AI. Even though the U.S. is still ahead, China has tremendous momentum with its vibrant open-weights model ecosystem and aggressive moves in semiconductor design and manufacturing. In the startup world, we know momentum
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Three New AI Models Released: Qwen, Cohere, Mistral
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Three new models this morning (Qwen, Cohere, Mistral) and our power is out so I'm a bit behind now!
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Microsoft Meta outspend ARM on AI chip capital investment
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Spend big if you’re Microsoft, Meta, not so much for ARM Microsoft and Meta continued a streak of demolishing any doubts about their enormous capital spending, while ARM has a problem, as its intent to invest more deeply into actual chips threatens to up-end what had been a
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AI Job Displacement Predictions Validated by Microsoft Study
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Interestingly, an economics paper that came out in 2023 predicting which jobs would overlap most with AI turned out to be right. A new Microsoft study of actual AI use by workers (more on that in another post) found a 90% correlation between real world overlap & the predictions.
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China Dominates Top 10 Open-Source Models on HuggingFace
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China Dominates Top 10 Open-Source Models on HuggingFace. Not only is the West completely outclassed (Mistral, Llama), the Chinese models are also outstanding.