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In 2024, Arcium acquired its largest enterprise competitor developing the most performant confidential AI protocol on the market In 2025, Arcium was accepted into the NVIDIA Inception Program AI has always been a core part of the vision. Arcium Blackthorn™ will make it real.

46,508 görüntüleme • 20 gün önce •via X (Twitter)

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Got some exciting news to share! Arcium has acquired the tech and team from our largest Web2 competitor! and Solana just accellerated by 100x, the global supercomputer is evolving at an insane speed! Inpher has been leading in the confidential AI space for many years, raising over $25M from J.P. Morgan and others. The Inpher team developed the most advanced protocols for confidential AI and federated learning over the span of eight years, publishing some of the most foundational research in the MPC space for efficient ML, real number arithmetic, confidential tensor operations and oblivious algorithms. Inpher has achieved prestigious projects in the defense, finance and healthcare sectors and is now part of Arcium. Our new Arcium team members are amazing engineers and researchers, who have spent many years solving some of the most complex problems in secure Multi-Party computation and confidential computing, performing foundational research at Harvard, Berkeley, EPFL, and other prestigious institutions. I'm truly proud that we have onboarded this tremendous team – the smartest people I have ever had the pleasure to work with – into our big Arcium vision of building the hyper-encrypted internet with our global supercomputer. I am especially excited about not just integrating the most efficient confididential AI technology into Arcium but also fully open sourcing all of the acquired patents. The internet will never be the same!

Yannik Schrade

156,421 görüntüleme • 1 yıl önce

I'm proud to share that Glean has surpassed $300M ARR, just five months after crossing $200M and growing ~3x over the past 15 months. This is an exciting milestone for Glean, and it's a signal about where the enterprise AI market is heading. We’ve long believed the real challenge in enterprise AI is not access to models. It is grounding AI in how a company actually works: its people, knowledge, workflows, permissions, and systems. That’s even clearer now. The companies creating real value with AI are not just adopting better models. They are building systems that understand their business well enough to deliver reliable outcomes at scale. That is the real moat, and it is what we’ve been building at Glean: an unrivaled context layer for enterprise AI. That context has to work across the business, not just inside a single team or use case. We see that in how customers adopt Glean: more than 85% use it across five or more job functions. It also has to meet the security and governance demands of complex enterprises. We see that in who is choosing Glean: our Fortune 500 customer count nearly doubled year over year. And it has to make economic sense as usage grows. In our recent benchmark with Claude Cowork, Glean was preferred roughly 2.5x as often as off-the-shelf MCP tools and used 30% fewer tokens on average. Better context improves both quality and efficiency. I enjoyed talking with CNBC's Deirdre Bosa about this broader shift. In enterprise AI, the winners will not be defined by better models alone. They will be defined by who builds the strongest foundation for enterprise context. Thank you to our customers, partners, and team for helping us build the future of enterprise AI.

Arvind Jain

279,535 görüntüleme • 1 ay önce

The world just paid $2 trillion for a rocket company that lost $4.9 billion last year. And the rockets are not why it lost the money. They are the only part making any. SpaceX went public Friday, the largest IPO in history. Up 19%, a $2 trillion valuation, Elon Musk the first trillionaire. Then you open the filing. Three businesses sit inside it. Starlink, the satellites, brought in $11.4 billion, 61% of all revenue, and $4.4 billion in profit. It is the only piece that earns a dollar. The rockets that land themselves run a small loss reinvesting in Starship. And the AI arm, Grok plus the app once called Twitter, folded in this February, lost $6.4 billion in a single year on $12.7 billion of spending. Read that again. The satellites pay for everything. The AI loses more than the satellites make. And the AI is the part the market fell in love with. It gets bolder. The prospectus claims a total market of $28.5 trillion, the largest any company has ever put in a filing. Larger than the GDP of the United States. That is the number underwriting a $2 trillion price tag built on a division bleeding $6 billion a year. Now the structure. About 4% of the company trades. That sliver sets the price for all of it. Musk is locked up for 366 days and holds roughly 80% of the votes. The public bought a company they cannot steer, priced on the one segment losing the most. This is the whole year in one ticker. The profit is satellites. The story is AI. The market bought the story. The rockets were never the risk. The risk is a $2 trillion price resting on the one bet that has yet to make a cent.

Shanaka Anslem Perera ⚡

721,073 görüntüleme • 1 ay önce