Strategic analysis of the Musk vs Altman AI war: From OpenAI co-founders to bitter enemies battling over $200B in value. Lawsuits, Apple antitrust claims, and the fight for AI’s future.
Strategic analysis of the Apple-OpenAI partnership: No money exchanged, yet both gain billions. How iOS 18 ChatGPT integration reshapes AI competition and why this deal locks out Google, Meta, and others.
We’ve entered an unprecedented era where artificial intelligence doesn’t just process our data—it appears to understand our emotions. Through sophisticated training methods like Reinforcement Learning from Human Feedback (RLHF), AI systems have learned to mirror human emotional patterns with uncanny accuracy. They respond with empathy, remember context, and even seem to anticipate our needs. This
AI & The Paradox of AI Intimacy Read More »
1. Claude Gets Memory Feature – Matching ChatGPT As of today, Claude is capable of referencing information from your other conversations with the AI chatbot Home | NVIDIA Newsroom, as reported by 9to5mac. The new Claude feature matches OpenAI’s ChatGPT memory feature Home | NVIDIA Newsroom, allowing the AI assistant to maintain context across multiple
AI Business News – August 12, 2025 Read More »
Strategic analysis of AMD’s AI chip strategy: $5B revenue run rate, 300% growth, winning by being 80% as good at 60% the price. How Lisa Su is disrupting NVIDIA’s monopoly with the perfect #2 playbook.
Strategic analysis of Pat Gelsinger’s forced exit from Intel after destroying $150B in value. Why IDM 2.0 failed, the foundry lost $7B, and Intel missed AI entirely. The breakup scenario and what’s next.
From Google DeepMind’s Genie 3 to Nvidia’s Cosmos, from Fei-Fei Li’s World Labs to Meta’s evolving Codec Avatars, nearly every major AI player suddenly pivoted toward the same goal: building AI systems that understand and generate three-dimensional, physics-aware worlds. This wasn’t a coincidence, it was recognition of a fundamental truth. The next trillion-dollar infrastructure layer won’t
The AI World Models Revolution Read More »
Tesla disbands Dojo supercomputer team after $1B+ investment. Strategic analysis of why even Elon Musk couldn’t build better AI infrastructure than NVIDIA and what every CEO should learn from this expensive lesson.
Deal Decoder: Google’s $2.7B ‘licensing’ deal with Character.AI is really an acqui-hire and competitor elimination. Breaking down what Google actually bought and why this signals the end of independent consumer AI.
Comprehensive analysis of the world models AI vertical: 15+ companies, $2B+ funding, four market segments. From World Labs’ spatial intelligence to Skild’s robotics, mapping the race to build AI that understands physics and reality.
Claude Code is probably the only comparable tool, in terms of success, to ChatGPT. Yet, while ChatGPT opened up the Generative AI race, Claude Code, to me, it’s opening up the Agentic AI race. Indeed, Claude Code is right now “trapped in your terminal,” and yet, from a business perspective, it’s ready to get unleashed and turn into something else:
Claude Agent Is Coming To Eat The Agentic Web Read More »
VTDF analysis of Liquid AI’s $2.35B platform. How MIT researchers created liquid neural networks inspired by worm brains that are 1000x smaller than GPT-4 yet adapt in real-time.
VTDF analysis of Magic’s $1.5B+ AI platform. How 24 engineers with no revenue raised $465M by building AI with 100 million token context—enough to understand entire codebases at once.
VTDF analysis of Decart’s $3.1B platform. How Unit 8200 veterans made real-time AI video 400x cheaper, launched viral AI Minecraft, and became profitable while using <$10M of $153M raised.
VTDF analysis of Insilico Medicine’s $1B AI drug discovery platform. How they compressed drug development from 10 years to 18 months, secured $3.5B in pharma deals, and have 30 candidates in pipeline.
In my last weekly, I highlighted how we need to get ready – in 2026-27 – as a critical time window for the AR wars. I’ve pointed out in the AI Supercycle, AR will represent the expansion phase of AI, in the known unknowns, or all these adjacent industries that haven’t been viable for the
The AR Wars Are Coming Read More »
VTDF analysis of World Labs’ $1.25B spatial intelligence platform. How Stanford’s Fei-Fei Li is creating Large World Models that understand 3D space, physics, and enable AI to truly perceive our physical world.
VTDF analysis of Safe Superintelligence’s $5B platform. How OpenAI’s former chief scientist Ilya Sutskever raised $1B to build AGI with safety as the primary constraint, not profit.
VTDF analysis of Groq’s $2.8B AI inference platform. How Google TPU architect built LPU chips delivering 500+ tokens/second, 10x faster than GPUs with 90% less power.
VTDF analysis of Harvey’s $3B legal AI platform. How ex-DeepMind engineers built the AI assistant trusted by 500+ elite law firms to save millions in billable hours.
Harvey’s $3B Business Model: The AI That Makes $2,000/Hour Lawyers 10x More Productive Read More »
