Anthropic vaulation $61.5b -> $900b (15x) in ~12 Months. Read that again. Twelve months ago, Anthropic was valued at $61.5 billion, and now investors are lining up to hand the company $50 billion in fresh capital at a valuation approaching $900 billion, a nearly 15x jump in a
MARKET TRENDS
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Stripe Gives AI Agents Wallets Opening Agentic Commerce Era
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DO YOU EVEN REALIZE WHAT'S HAPPENING?@Stripe just gave AI agents a wallet.
— Charly Wargnier (@DataChaz) 30 avril 2026
Soon, bots will be spending billions on behalf of humans and companies.
The "Service as a Software" (SaaS v2) market is at $0 today.
We must build platforms designed for agents to buy from, not… https://t.co/n53Kt5qrbjDO YOU EVEN REALIZE WHAT'S HAPPENING? @Stripe just gave AI agents a wallet. Soon, bots will be spending billions on behalf of humans and companies. The "Service as a Software" (SaaS v2) market is at $0 today. We must build platforms designed for agents to buy from, not
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USA vs China vs World: Who Leads the AI Race?
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USA has Claude
— Charly Wargnier (@DataChaz) 30 avril 2026
USA has ChatGPT
USA has Gemini
USA has Grok
China has Qwen
China has DeepSeek
China has Kimi
China has MiniMax
Europe
India
Seriously, what TF is the rest of the world even doing?! pic.twitter.com/j7xnCraJAAUSA has Claude
USA has ChatGPT
USA has Gemini
USA has Grok China has Qwen
China has DeepSeek
China has Kimi
China has MiniMax Europe India Seriously, what TF is the rest of the world even doing?! -
Big Tech Q1 2026 Earnings Beat Expectations as Stocks Fall
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Cloud revenue explodes, stocks still tumble: Meta, Amazon, Alphabet and Microsoft earnings: All four tech giants reported Q1 2026 earnings on the same day, and every single one beat Wall Street expectations. Alphabet led the pack with $109.9 billion in revenue, up 22% year over
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OpenAI Rolls Out GPT-5.5 Cyber as Anthropic Keeps Mythos Quiet
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While Anthropic largely keeps its cybersecurity model Mythos under wraps, OpenAI is seizing the opportunity and making it available. How far they will roll out their GPT-5.5 cyber, and whether everyone will have access, remains to be seen. However, OpenAI is currently generating
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AI perceived as dumber, users petition for GPT-4o return
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“AI is getting dumber.” That’s the most popular take on AI Twitter right now. 22,000 people signed a petition to bring back GPT-4o. Reddit threads titled “GPT-5 feels like 3.5” are hitting the front page weekly. Mainstream press picked it up. Reuters, The Guardian, Ars
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Microsoft vs OpenAI: Same Models, Different Execution Strategies
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It is really interesting that Microsoft and OpenAI have access to the exact same models at the exact same time, and they have done such different things with them. A rare pure experiment with a no-name startup and one of the biggest firms on earth with the same product offering.
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AI Demand Massively Exceeds Supply in Current Market
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Yes, agree but earning bet today shows we have wayyy more demand than supply.
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Samsung SK Hynix HBM Dominance Critical AI Hardware Supply
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Samsung and SK Hynix supply ~80% of the world’s High Bandwidth Memory – essential for AI. Another small democracy that knows all too well what communism means, and understands deeply, the CCP. America’s pivot to the Pacific was coming, but now that it is here: it has everything