Independent thinking for complex markets and current events
All these deals being announced and it comes back to just one company…TSMC $TSM. — Mosaic Asset (@MosaicAssetCo) October 13, 2025 careful coz openai is shady pic.twitter.com/RusZw9Cojn — Dimitrios Paolo (@dimitriospaolo) October 13, 2025 pic.twitter.com/2n1rkvj68T — PeterK (@PeterKi97) October 13, 2025 Blackstone says the next big thing is chips, data centers & power. The first …
The AI hardware market looks competitive, but it isn’t. Nvidia is quietly running the entire game. What seems like a patchwork of chipmakers and cloud providers is really one company controlling the flow of money, production, and deployment. Nvidia invests in OpenAI, which buys chips from AMD. Oracle sells cloud infrastructure powered by Nvidia, and …
pic.twitter.com/1uSux25un1 — Cryptinish (@Cryptinish) October 6, 2025 Ah, yes, because nothing screams innovation like a government committee. 🙄 How about we let the free market decide who excels in AI, without the overreach of bureaucratic red tape? Liberty and individual creativity will always outpace government 'technocrats'. Thoughts? — Doge Unhinged (@dogeunhinged) October 6, 2025 Europe …
Generative AI Traffic Share.. 12 months ago: 1) ChatGPT ➔ 84.7% 2) Gemini ➔ 8.1% 3) Claude ➔ 2.2% 4) Perplexity ➔ 1.6% 5) Copilot ➔ 0.8% 6 months ago: 1) ChatGPT ➔ 79.7% 2) DeepSeek ➔ 9.2% 3) Gemini ➔ 4.9% 4) Perplexity… — The Data of Everything (@TheDataHubX) October 6, 2025 OpenAI’s “nonprofit” …
For those who have followed me long enough, you know that vendor financing has been Nvidia’s practice since the introduction of ChatGPT. They have consistently invested in startups and hyperscalers so that these companies could buy their GPUs. Now, with the massive numbers coming in – an estimated $55B in revenue next quarter, over $60B …
The AI money loop is creating a surge in valuations that feels unstoppable, but it hides enormous risk. Nvidia’s investments into OpenAI, Oracle’s GPU purchases, and OpenAI’s massive capacity orders keep pumping cash around in a cycle that inflates stock prices far faster than real-world growth. Each transaction looks like progress, but the system depends …
We sell you 100 billion in shovels and then invest that into your shovel-buying enterprise. There is no bubble here. The tech is clearly valuable enough by itself without resorting to wash investments. Nvidia to invest $100 billion in OpenAI (Reuters) -Chipmaker Nvidia will invest up to $100 billion in OpenAI and provide it with …
Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced with classes including "how to become a social media influencer" and "when in doubt, buy …
Love it lol pic.twitter.com/ScCN3kg6Xl — Samantha Thompson 🏴 (@SamLovesEngland) August 30, 2025 Imagine what 600,000 Chinese Nationals imported by Trump will do to American Companies. Yet Trump wants 600K Chinese nationals.. pic.twitter.com/UXVurizTvm — Mr Opp (@MisterOptical) August 30, 2025 h/t Empyreaan
Your $200 AI app secretly throws money at everyone else before reaching OpenAI. Unless you as a user are miraculously comfortable paying $1k for the AI app The only thing propping up AI is VC funding No VC funding:The AI application layer is unprofitableThe LLM layer is unprofitableThe compute layer is unprofitableThe GPu layer is …
They didn’t release GPT-5. They pulled the pin and tossed it. The livestream sold a moonshot. What landed was a limp — and a trust kill. “GPT-5 is not an upgrade. It is a forced downgrade. GPT-5 hallucinates. It forgets context. It feels unstable and inconsistent.”https://www.androidheadlines.com/2025/08/openai-gpt-5-ai-model-user-backlash-criticism.html Overnight, eight models disappeared. No backup. No warning. Imagine …
No good OpenAi cannot be trusted …. — P (@Th3Optomist) August 6, 2025 OpenAI’s ChatGPT Enterprise is now being deployed across the entire U.S. federal government—at a cost of just $1 per agency. “The U.S. General Services Administration announced Wednesday that OpenAI’s ChatGPT Enterprise is now available to all federal agencies to incorporate into their …
The future just went full Black Mirror. When AI can mimic your voice and face flawlessly, “security” by voiceprint or video call becomes a joke. Passwords are about to carry all the weight, and even they won’t last long. via futurism: “OpenAI CEO Sam Altman is warning of an “impending fraud crisis” in which practically …
Robinhood built OpenAI and SpaceX tokens with no equity rights. CEO says it doesn’t matter. OpenAI rejects the deal. This is synthetic ownership rebranded as access.
In a span of 24 hours, three senior executives from Elon Musk’s core technology ventures have stepped down. Linda Yaccarino, CEO of X, announced her resignation on July 9 after a two-year tenure marked by advertiser volatility and platform rebranding. Her departure follows a wave of backlash surrounding Grok, the AI chatbot developed by Musk’s …
SAM ALTMAN PROMISED TO SHARE AGI WITH THE WORLD—NOW HE’S CASHING IN 5 years ago, Sam Altman told investors OpenAI wouldn’t chase profit. No business model. Just build AGI, ask it how to make money, and take 0.001% of the value while sharing the rest with humanity. Now? OpenAI is a for-profit powerhouse, with closed …
by Mike Shedlock Let’s review Musk’s nearly $100 billion offer. Does it make any sense? Elon Musk Offers $97.4 Billion for Control of OpenAI CBS News reports Elon Musk-Led Investor Group Offers $97.4 Billion for Control of OpenAI Elon Musk is leading a group of investors in a $97.4 billion bid to take control of OpenAI, …
Masaclown™️is so desperate to make sure the whole OpenAI ponzi scheme doesn’t fall apart because he knows that will expose SoftBank insolvency due to the domino effect on Nvidia and Arm valuations Narrator: I wonder where he is going to find the money since he doesn’t have it https://t.co/chdfOVLF8c pic.twitter.com/i6g5J99I2h — JustDario 🏊♂️ (@DarioCpx) January …
The dominance of US tech giants is in question. With reduced-capability chips outperforming massive investments, the bubble of overinflated valuations in big tech could burst. The market might soon be forced to recalibrate, adjusting to a reality where smaller, more agile companies can match or even surpass the performance of the giants, without the endless …
https://www.investors.com/news/technology/palantir-anduril-talks-openai-elon-musk-spacex-defense-giants/ Palantir Technologies (PLTR) and startup Anduril are talking with many other tech companies, including OpenAI and Elon Musk’s SpaceX, to form a consortium to jointly bid on U.S. government contracts, The Financial Times reported Sunday. The aim is to take on traditional defense giants such as Lockheed Martin (LMT), Northrop Grumman (NOC), Boeing (BA) …
The November death of former OpenAI researcher-turned-whistleblower, 26-year-old Suchir Balaji was ruled a suicide, reports.According to the medical examiner, there was no foul play in Balaji’s Nov. 26 death in his San Francisco apartment. Balaji had publicly accused OpenAI of violating US copyright law with ChatGPT. According to the NY Times; He came to the …
Microsoft-backed (NASDAQ:MSFT) OpenAI is not expected to earn annual profits until 2029, according to company financial documents obtained by The Information. The documents show annual losses could spike as high as $14B in 2026, the report said. The projections showed the company reaching annual revenue of $100B in 2029. OpenAI also expects to spend about …
OpenAI announced a prototype of its SearchGPT search engine on Thursday. The company says it aims to give users “fast and timely answers with clear and relevant sources.” The AI-powered search engine could ramp up pressure on Google. OpenAI on Thursday announced a prototype of its search engine, called SearchGPT, which aims to give users …
https://twitter.com/Carnage4Life/status/1808686814741606665
OpenAI just hired the guy who was in charge of mass surveillance at the NSA. He outsourced the illegal mass spying against Americans to British spy agencies to circumvent US law. He gave them unlimited spying access to US networks. Tells you all you need to know about OpenAI. https://t.co/5zKyDHfFOC — Kim Dotcom (@KimDotcom) June …
New Atlas robot from Boston Dynamics/OpenAI, leaked $100b OpenAI plan and a new project to avoid our extinction. $100b Slaughterbots. Godfather of AI shows how AI will kill us, how to avoid it. Apr 19, 2024 New Atlas robot from Boston Dynamics and Figure 01 from OpenAI, leaked $100b OpenAI plan and a new project …
May 9 (Reuters) – OpenAI plans to announce its artificial intelligence-powered search product on Monday, according to two sources familiar with the matter, raising the stakes in its competition with search king Google. The announcement date, though subject to change, has not been previously reported. Bloomberg and the Information have reported that Microsoft (MSFT.O), opens new …
Creating superintelligence requires a few simple ingredients: a near-infinite trove of data, an army of tech experts, billions of dollars worth of advanced microchips – and a gigantic amount of electricity. As Silicon Valley spends enormous sums in a race to build artificial intelligence, tech giants are hitting a bottleneck. Without an abundant supply of energy, …
BREAKING: OpenAI is working on a search product that will compete with Google, $GOOGL, per Bloomberg — unusual_whales (@unusual_whales) May 7, 2024 https://www.youtube.com/watch?v=saWlRI10LiQ
