Last month Anthropic was on 30bN. We are so compute and Intelligence constrained. Anthropic doesn’t even serve 1% of the enterprise – and as for Individual AI it doesn’t even really exist yet. (A free layer of ChatGPT is not it.)
MARKET TRENDS
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Atlassian Challenges ServiceNow in ITSM Market Competition
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ServiceNow under siege as Atlassian adds to ITSM take-outs https://
go.theregister.com/feed/www.there
gister.com/2026/05/01/servicenow_under_siege_atlassian_itsm/?utm_source=dlvr.it&utm_medium=twitter
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NVIDIA GTC Taipei at COMPUTEX Unveils Next AI Era
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We are officially one month away from #NVIDIAGTC Taipei at COMPUTEX.
— NVIDIA (@nvidia) 1 mai 2026
Join us as we return to Taiwan to unveil the next era of AI redefining the world.
See you in Taipei. pic.twitter.com/ap91p5cM0sWe are officially one month away from #NVIDIAGTC Taipei at COMPUTEX. Join us as we return to Taiwan to unveil the next era of AI redefining the world. See you in Taipei.
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Tenstorrent Galaxy Blackhole Superclusters Deployed at Scale with Customers
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Tenstorrent Galaxy Blackhole superclusters are deployed at scale with customers @aiand_ , @Cirrascale
, @VirtuFinancial
, and Turiyam across a broad range of use cases from neoclouds to financial to sovereign AI. -
Tenstorrent Outperforms GPUs at 350+ TSU With Flat Costs
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In theory, GPUs serve at 300 tsu. In practice, no one is serving at those speeds because of poor economics. Tenstorrent serves at 350+ tsu while keeping costs flat. @JasminaVas
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Tenstorrent CEO: Today’s LLMs Will Be Forgotten Like Llama 3
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“Who remembers llama 3? These will be the same in a few years” — Tenstorrent CEO, Jim Keller
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Grok 4.3 Arrives on Abacus AI ChatLLM Platform
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Grok 4.3 just landed on ChatLLM by Abacus AI Sonnet-level performance, ~5x cheaper, and faster in real use. Built for sharp reasoning and clean outputs. Worth testing.
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Weekly AI Roundup: DeepSeek V4, OpenAI vs Musk, AWS Expansion
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This week had no shortage of AI drama, plus a few great new open source models were released too. Here are all the latest launches and stories: – @deepseek_ai released DeepSeek V4
– @OpenAI and @elonmusk face off in court
– OpenAI expanded models and agents on @AWS – -
Robotaxi Industry Expands Rapidly Across the United States
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The Robotaxi Industry is taking off…
#RiseoftheRobots #AI https://
wsj.com/business/autos
/see-how-the-robotaxi-industry-is-taking-off-across-the-u-s-fed450b0?st=59ALGr
… via @WSJ https://
wsj.com/business/autos
/see-how-the-robotaxi-industry-is-taking-off-across-the-u-s-fed450b0?st=7jojgS
… via @WSJ -
AI Progress Is Uneven Across Consumer and Frontier Coding Agents
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Karpathy's clearest take of the year:
— Satya Mallick (@LearnOpenCV) 1 mai 2026
The AI debate isn't a debate. It's two groups looking at different parts of the curve.
→ Consumer AI still fumbles simple tasks
→ Frontier coding agents collapse days of work into hours
Both are real. The progress is just uneven.
🧵 Part 2… pic.twitter.com/0FW3VTRQW5Karpathy's clearest take of the year:
The AI debate isn't a debate. It's two groups looking at different parts of the curve.
→ Consumer AI still fumbles simple tasks
→ Frontier coding agents collapse days of work into hours
Both are real. The progress is just uneven. Part 2