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xAI just raised $20B at ~$230B. Ramp Sheets thinks it's a good deal: $383/user vs OpenAI's $1,875/user (80% discount) 600M users who already open X daily Only need 8% converting to $20/mo Grok to justify valuation

Ramp Labs

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249,154 Aufrufe • vor 8 Monaten •via X (Twitter)

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At 24 years old, SpaceX is already one of the largest & most capital-efficient companies ever built: SpaceX: ~$12B raised → $1.25T Val (target $1.75T IPO) OpenAI: ~$170B raised → $840B Val (target $1T IPO) SpaceX Financial Profile (Over 1 Year): 2025: $350B → 2026: $1.25T Valuation March 2025: $350B val, SpaceX had raised only ~$10B over 23 years, remarkably modest for its scale & valuation, +was already cash flow positive FY 2025: Generated about $8 billion in profit on $15-$16B of revenue, driven primarily by Starlink's satellite internet service, which accounts for between 50% - 80% of total revenue (Reuters) February 2, 2026: $1.25T valuation, all-stock acquisition of xAI. Deal valued standalone SpaceX at ~$1 trillion & xAI at $250 billion. Widely reported as the largest M&A transaction in history. March 2026: Elon Musk announces SpaceXAI + Tesla TERAFAB Project, goal to reach a trillion watts of compute/year 2026: Targeting ~$1.75 trillion IPO Note: xAI (now part of SpaceX) has reportedly raised ~$42B total (PitchBook). Combined, that’s ~$54B total capital against a ~$1.25T valuation. Figures based on recent public reporting; estimates may vary. Christian Garrett (Christian Garrett) of 137 Ventures

Molly O’Shea

1,374,934 Aufrufe • vor 5 Monaten

ELON: HERE’S WHY 𝕏 WILL SURPASS 1 BILLION DAILY ACTIVE USERS “While our monthly users are on average around 600 million, the number of people who have the X app installed is well over a billion. It's just that most people only occasionally come to the X app when there's some major world event. But, as we give people more reasons to use the X app—whether it's for communications, for Grok, or for X Money—we want it to be such that if you wanted to, you could live your life on the X app. As we make it more and more useful, we'll obviously give people compelling reasons to use the app every day. My expectation is we’ll have well over a billion daily active users.” Source: Elon Musk, xAI All-Hands, February 10, 2026

ELON: HERE’S WHY 𝕏 WILL SURPASS 1 BILLION DAILY ACTIVE USERS “While our monthly users are on average around 600 million, the number of people who have the X app installed is well over a billion. It's just that most people only occasionally come to the X app when there's some major world event. But, as we give people more reasons to use the X app—whether it's for communications, for Grok, or for X Money—we want it to be such that if you wanted to, you could live your life on the X app. As we make it more and more useful, we'll obviously give people compelling reasons to use the app every day. My expectation is we’ll have well over a billion daily active users.” Source: Elon Musk, xAI All-Hands, February 10, 2026

Mario Nawfal

900,595 Aufrufe • vor 6 Monaten

ELON MUSK: Over 1 billion people use 𝕏. "The reason we say 1 billion users is actually over a billion users is that while our monthly users are, on average, around 600 million, the number of people who have the X app installed is well over a billion, it's just that most people only occasionally come to the X app when there's some major world event. But as we give people more reasons to use the X app, whether it's for communications, for Grok or for X money, whatever the case may be, we want it to be such that, if you wanted to, you could live your life on the X app, and as we make it more and more useful, we'll obviously give people compelling reasons to use the app every day, and have my expectation is well over a billion daily active users."

ELON MUSK: Over 1 billion people use 𝕏. "The reason we say 1 billion users is actually over a billion users is that while our monthly users are, on average, around 600 million, the number of people who have the X app installed is well over a billion, it's just that most people only occasionally come to the X app when there's some major world event. But as we give people more reasons to use the X app, whether it's for communications, for Grok or for X money, whatever the case may be, we want it to be such that, if you wanted to, you could live your life on the X app, and as we make it more and more useful, we'll obviously give people compelling reasons to use the app every day, and have my expectation is well over a billion daily active users."

DogeDesigner

619,863 Aufrufe • vor 6 Monaten

Gm. We're excited to announce that Kled has just entered into an agreement scoped at up to $2.2 million to roll out 80+ egocentric special tasks for user data. All new special tasks will be found on the special tasks tab of the mobile app. 30 hours after removing the waitlist and launching V2 we broke a record for active users uploading on Kled. This wouldn’t have been possible without you. Our network is only as valuable as the people who contribute to it. We love you all.

Gm. We're excited to announce that Kled has just entered into an agreement scoped at up to $2.2 million to roll out 80+ egocentric special tasks for user data. All new special tasks will be found on the special tasks tab of the mobile app. 30 hours after removing the waitlist and launching V2 we broke a record for active users uploading on Kled. This wouldn’t have been possible without you. Our network is only as valuable as the people who contribute to it. We love you all.

Kled AI

28,310 Aufrufe • vor 8 Monaten

We just raised $30M at a $500M valuation, bringing our total funding to $47M. Led by Craft Ventures , with Pace Capital , Chemistry , TruArrow, and others. But before anything else: this belongs to the community. ComfyUI started as one developer and one open-source repo. No roadmap. No company. Just creators who wanted real control over how they built with AI. That community is now: → 4 million users → 60,000+ community-built nodes → 150,000+ daily downloads Every number traces back to people who built in the open, for anyone to use. Here's where the funding goes: → Comfy Cloud: for teams and studios that need security and scale → Collaborative workflows: versioning and iteration built for how studios actually work → A better local experience: more seamless, more stable → Ecosystem reliability: making 60,000+ community nodes more dependable → Day-one model support: every major release, compatible at launch We are not building a walled garden. We are building open infrastructure, built to last. Thank you genuinely, The ComfyUI Team

We just raised $30M at a $500M valuation, bringing our total funding to $47M. Led by Craft Ventures , with Pace Capital , Chemistry , TruArrow, and others. But before anything else: this belongs to the community. ComfyUI started as one developer and one open-source repo. No roadmap. No company. Just creators who wanted real control over how they built with AI. That community is now: → 4 million users → 60,000+ community-built nodes → 150,000+ daily downloads Every number traces back to people who built in the open, for anyone to use. Here's where the funding goes: → Comfy Cloud: for teams and studios that need security and scale → Collaborative workflows: versioning and iteration built for how studios actually work → A better local experience: more seamless, more stable → Ecosystem reliability: making 60,000+ community nodes more dependable → Day-one model support: every major release, compatible at launch We are not building a walled garden. We are building open infrastructure, built to last. Thank you genuinely, The ComfyUI Team

ComfyUI

964,172 Aufrufe • vor 4 Monaten

OH F*CK, I RAN AN ENTIRE OPERATION OFF ONE $40 SEAT! grok bot, xai's agents each with own always-on computer in the cloud, a browser and a terminal, signed into my real tools i gave six of them job titles instead of prompts research > drafting > outreach > ops > finance > support, one narrow charter each nothing overlapping i showed one of them a task once while it watched it's own screen it saved the whole flow as a named skill and now fires it the moment a matching email lands / no plugin for a tool? the bot drives it's own browser until it hits a login wall, hands me the screen, then resumes in that session, so it holds a session and never a password / xai, aug 21: grok bot now ships with all supergrok plus, cursor pro + and cursor teams plans / cursor's own pricing page lists team at $40 / user / mo, with "access to grok bot" on both team tiers / cursor pro at $20 still doen't get it pro+ is where the individual floor moved to

OH F*CK, I RAN AN ENTIRE OPERATION OFF ONE $40 SEAT! grok bot, xai's agents each with own always-on computer in the cloud, a browser and a terminal, signed into my real tools i gave six of them job titles instead of prompts research > drafting > outreach > ops > finance > support, one narrow charter each nothing overlapping i showed one of them a task once while it watched it's own screen it saved the whole flow as a named skill and now fires it the moment a matching email lands / no plugin for a tool? the bot drives it's own browser until it hits a login wall, hands me the screen, then resumes in that session, so it holds a session and never a password / xai, aug 21: grok bot now ships with all supergrok plus, cursor pro + and cursor teams plans / cursor's own pricing page lists team at $40 / user / mo, with "access to grok bot" on both team tiers / cursor pro at $20 still doen't get it pro+ is where the individual floor moved to

dunik

11,476 Aufrufe • vor 11 Tagen

Bubble Boi reveals the Kimi breakthrough that made him sell his entire portfolio overnight "Kimi is using a technique called linear attention that cuts down memory growth entirely to a fixed size, and they didn't just get okay results, they got world-class results. This same technique was used by the Qwen models but nobody thought it would scale. It's looking more and more likely that it scales pretty well, and if that's the case the memory per user is always fixed." "So if every frontier model goes to this, the demand for DRAM drops significantly. They already bought the memory, they just serve more and more users. It's like you had a car and someone found a way to make it 10 times faster, you're not going to buy a new car." "But you also have to readjust the assumption that hyperscalers are going to crazily spend for the next two years. What's to say there's not another innovation that shrinks this more and now you go from serving a thousand users to a hundred thousand users on one server rack? How do you justify spending 500k on a new rack at that point?"

Bubble Boi reveals the Kimi breakthrough that made him sell his entire portfolio overnight "Kimi is using a technique called linear attention that cuts down memory growth entirely to a fixed size, and they didn't just get okay results, they got world-class results. This same technique was used by the Qwen models but nobody thought it would scale. It's looking more and more likely that it scales pretty well, and if that's the case the memory per user is always fixed." "So if every frontier model goes to this, the demand for DRAM drops significantly. They already bought the memory, they just serve more and more users. It's like you had a car and someone found a way to make it 10 times faster, you're not going to buy a new car." "But you also have to readjust the assumption that hyperscalers are going to crazily spend for the next two years. What's to say there's not another innovation that shrinks this more and now you go from serving a thousand users to a hundred thousand users on one server rack? How do you justify spending 500k on a new rack at that point?"

Kai

390,603 Aufrufe • vor 1 Monat

I’m still being cautious even with the Smart Assist filter being implemented into eFootball. This is the same company that implements a good update only for them to reverse 99% of the updates they release and not let their player base know about. They have already implemented the Easy command feint type on Mobile which is basically Smart Assisted skill moves. What’s next then? Easy Shooting? Easy Passing? Easy Defending? I still do believe that Smart Assist should be removed entirely since it’s literally or eventually will be a threat to their business. A Smart Assist user will still use the “Matchmake freely” option and play against Smart Assist users and not worry about having to get good at the game and still mash random buttons which leads them to scoring goals and winning games without putting any thought or effort into it. Why would a Smart Assist user spend money on the game when their shit Free to Play team is able to be on par with a god squad 3300 team strength Justice League team? Why would a Smart Assist user engage with the community and watch Streams and YouTube videos on tactics or learning the mechanics of the game when all they have to do is spam Through Pass enough times and eventually they will score. It creates this weird snowball effect. Why does a Smart Assist user need to master a good 4222 setup when a Smart Assist user can use a trash 2-4-4 formation with Foden as a DMF with 40 defending stats and no instructions and be able to defend perfectly. You cannot fool me Konami I am familiar with your game.

I’m still being cautious even with the Smart Assist filter being implemented into eFootball. This is the same company that implements a good update only for them to reverse 99% of the updates they release and not let their player base know about. They have already implemented the Easy command feint type on Mobile which is basically Smart Assisted skill moves. What’s next then? Easy Shooting? Easy Passing? Easy Defending? I still do believe that Smart Assist should be removed entirely since it’s literally or eventually will be a threat to their business. A Smart Assist user will still use the “Matchmake freely” option and play against Smart Assist users and not worry about having to get good at the game and still mash random buttons which leads them to scoring goals and winning games without putting any thought or effort into it. Why would a Smart Assist user spend money on the game when their shit Free to Play team is able to be on par with a god squad 3300 team strength Justice League team? Why would a Smart Assist user engage with the community and watch Streams and YouTube videos on tactics or learning the mechanics of the game when all they have to do is spam Through Pass enough times and eventually they will score. It creates this weird snowball effect. Why does a Smart Assist user need to master a good 4222 setup when a Smart Assist user can use a trash 2-4-4 formation with Foden as a DMF with 40 defending stats and no instructions and be able to defend perfectly. You cannot fool me Konami I am familiar with your game.

Jacques

31,070 Aufrufe • vor 3 Monaten

What is Nostr? Jack Dorsey explains it in just two minutes 👀 Nostr is revolutionizing the way we think about online communication and social networking. As an open protocol—short for "Notes and Other Stuff Transmitted by Relays"—it empowers users to share information in a decentralized manner, promoting freedom of expression and data security. Here are some key insights into why Nostr is gaining traction: A Response to Social Media Failures The current landscape of social media is fraught with issues—manipulative algorithms, intrusive ads, and rampant censorship. Nostr addresses these challenges head-on by offering an alternative that prioritizes user agency and transparency. It allows individuals to curate their experiences without being subjected to opaque corporate agendas. Decentralization at Its Core Nostr operates without a central authority, meaning there’s no single point of failure. This architecture not only enhances resilience against attacks but also ensures that users maintain control over their data. In a world where censorship is increasingly prevalent, Nostr’s structure allows for censorship-resistant communication, making it a compelling alternative to traditional social media platforms. User Empowerment through Cryptography At the heart of Nostr's functionality are cryptographic keys. Users generate unique "events" signed with their private keys, which are then broadcasted through independent relays. This not only secures communications but also enables users to verify their identities easily. The result? A platform where authenticity and privacy are paramount, allowing individuals to engage freely without fear of surveillance or censorship. Simplicity Meets Flexibility Nostr is built on a straightforward protocol that utilizes JSON for event objects and WebSocket connections for data transmission. This simplicity fosters software diversity, enabling developers to create various clients and applications that cater to different user needs. As a result, Nostr is not just another app; it's a flexible framework that can evolve with user demands. Nostr stands out as a beacon of hope for those seeking autonomy and privacy online. Its decentralized nature, combined with robust security features, positions it as a new challenger in the future of social networking. Are you ready to explore what Nostr has to offer? If you want to test nostr as a user, creator, developer or builder shoot me a DM, I'd love to connect. If you've read the whole post and haven't joined nostr yet, please try out Primal. It's a great nostr client for Android and IOS. I see you on the other side )

What is Nostr? Jack Dorsey explains it in just two minutes 👀 Nostr is revolutionizing the way we think about online communication and social networking. As an open protocol—short for "Notes and Other Stuff Transmitted by Relays"—it empowers users to share information in a decentralized manner, promoting freedom of expression and data security. Here are some key insights into why Nostr is gaining traction: A Response to Social Media Failures The current landscape of social media is fraught with issues—manipulative algorithms, intrusive ads, and rampant censorship. Nostr addresses these challenges head-on by offering an alternative that prioritizes user agency and transparency. It allows individuals to curate their experiences without being subjected to opaque corporate agendas. Decentralization at Its Core Nostr operates without a central authority, meaning there’s no single point of failure. This architecture not only enhances resilience against attacks but also ensures that users maintain control over their data. In a world where censorship is increasingly prevalent, Nostr’s structure allows for censorship-resistant communication, making it a compelling alternative to traditional social media platforms. User Empowerment through Cryptography At the heart of Nostr's functionality are cryptographic keys. Users generate unique "events" signed with their private keys, which are then broadcasted through independent relays. This not only secures communications but also enables users to verify their identities easily. The result? A platform where authenticity and privacy are paramount, allowing individuals to engage freely without fear of surveillance or censorship. Simplicity Meets Flexibility Nostr is built on a straightforward protocol that utilizes JSON for event objects and WebSocket connections for data transmission. This simplicity fosters software diversity, enabling developers to create various clients and applications that cater to different user needs. As a result, Nostr is not just another app; it's a flexible framework that can evolve with user demands. Nostr stands out as a beacon of hope for those seeking autonomy and privacy online. Its decentralized nature, combined with robust security features, positions it as a new challenger in the future of social networking. Are you ready to explore what Nostr has to offer? If you want to test nostr as a user, creator, developer or builder shoot me a DM, I'd love to connect. If you've read the whole post and haven't joined nostr yet, please try out Primal. It's a great nostr client for Android and IOS. I see you on the other side )

Pierre Corbin

18,456 Aufrufe • vor 1 Jahr

After SpaceX closed its first trading day at a $2.1 trillion valuation, Elon Musk dropped more than 20 business posts that may have given investors a sneak peek at what's next! He talked about FSD safety, Robotaxi progress, Starlink expansion, AI infrastructure, Grok, and why he thinks SpaceX can become much bigger over time. Taken one by one, they're just posts! Put them together, and they start to look like a roadmap for how Elon sees Tesla, SpaceX, AI, and autonomy evolving over the next few years. Sometimes the most important earnings call isn't an earnings call. It's Elon posting on X. $TSLA $SPCX

After SpaceX closed its first trading day at a $2.1 trillion valuation, Elon Musk dropped more than 20 business posts that may have given investors a sneak peek at what's next! He talked about FSD safety, Robotaxi progress, Starlink expansion, AI infrastructure, Grok, and why he thinks SpaceX can become much bigger over time. Taken one by one, they're just posts! Put them together, and they start to look like a roadmap for how Elon sees Tesla, SpaceX, AI, and autonomy evolving over the next few years. Sometimes the most important earnings call isn't an earnings call. It's Elon posting on X. $TSLA $SPCX

Herbert Ong

48,991 Aufrufe • vor 2 Monaten

GM, a quick video of how coupon app Phia runs its scam (and some content on how and why below). 1. A user goes to Dupe.com to find their next fav product (imagine this is your fav YouTube creator doing the hard work of driving a click after painstakingly making content) 2. User clicks link on Dupe after doing their research. Dupe should get credit for this sale at checkout, we created the demand. 3. Phia surreptitiously tracks the user to the checkout page. The moment a user is ready to buy, Phia takes over the page and says “hey how about a coupon”? This is explicitly unallowed by networks like Rakuten, because it robs other publishers of the sale they rightfully drove. 4. Of course a user is going to want to see if a coupon is available, so they tap the button. Phia now takes over the user’s cookies and claims that they drove the sale. Original publisher/creator gets hosed. This is the exact playbook Honey got in trouble for just last year. The funniest part is most times there are no available coupons to use… but they get credit anyway. Why do Phia and other coupon apps do this? Simple… they have no clue how to generate demand on their app, their revenue is predicated on other apps and publishers to do the hard work to get the user to a checkout so that Phia can claim the win. Why else? They just raised a lot of money and burn a lot of money and need to show that they know how to make money so they can raise again. Except… it’s all a bunch of cope. They have no demand gen. Downstream impact is brands have no clue how good their publishers actually are because they can’t attribute the checkout correctly. Brands also lose money because they had to discount an item unnecessarily. Publishers and creators all lose money. It’s a scam. This is good reporting by Olivia Solon and Bloomberg. We’ve already reported this behavior to Rakuten and others multiple times, Phia tells them they’ve fixed it but some time passes and they go back to doing the same thing again, they’re hoping no one is looking too closely.

GM, a quick video of how coupon app Phia runs its scam (and some content on how and why below). 1. A user goes to Dupe.com to find their next fav product (imagine this is your fav YouTube creator doing the hard work of driving a click after painstakingly making content) 2. User clicks link on Dupe after doing their research. Dupe should get credit for this sale at checkout, we created the demand. 3. Phia surreptitiously tracks the user to the checkout page. The moment a user is ready to buy, Phia takes over the page and says “hey how about a coupon”? This is explicitly unallowed by networks like Rakuten, because it robs other publishers of the sale they rightfully drove. 4. Of course a user is going to want to see if a coupon is available, so they tap the button. Phia now takes over the user’s cookies and claims that they drove the sale. Original publisher/creator gets hosed. This is the exact playbook Honey got in trouble for just last year. The funniest part is most times there are no available coupons to use… but they get credit anyway. Why do Phia and other coupon apps do this? Simple… they have no clue how to generate demand on their app, their revenue is predicated on other apps and publishers to do the hard work to get the user to a checkout so that Phia can claim the win. Why else? They just raised a lot of money and burn a lot of money and need to show that they know how to make money so they can raise again. Except… it’s all a bunch of cope. They have no demand gen. Downstream impact is brands have no clue how good their publishers actually are because they can’t attribute the checkout correctly. Brands also lose money because they had to discount an item unnecessarily. Publishers and creators all lose money. It’s a scam. This is good reporting by Olivia Solon and Bloomberg. We’ve already reported this behavior to Rakuten and others multiple times, Phia tells them they’ve fixed it but some time passes and they go back to doing the same thing again, they’re hoping no one is looking too closely.

Bobby from Dupe.com

114,794 Aufrufe • vor 1 Monat

"This is just a GPT wrapper." A common thing to hear in Silicon Valley. Even Perplexity (now valued at $20B) was seen as a GPT wrapper not long ago. But everyone gets this wrong. Every new technology or service uses existing tech and infrastructure as a pillar. Companies like Uber could not have existed without Google Maps. But could Uber be called a Maps wrapper? There is no need to reinvent the stove if you want to start a restaurant. The job of a founder is to solve users' problems so effectively that they cannot imagine going back to the old way. "Maximum value for the user" is the mantra. Users hardly care what underlying technology is used. What they do care about is whether the output (text, code, slide, or image) was accurate and if the solution provided was useful. You need to use the best tech to get the work done. Companies might use a cheap, fast model for formatting, a reasoning model for logic, and a search index for retrieval. They route traffic intelligently in milliseconds. The "wrapper" analogy also assumes you are dependent on one vendor. However, strong application layers can swap models out, just like batteries can be replaced. Generic apps don't work. The winners are the ones who dig into the painful, boring details of a specific workflow. If a company integrates deep into the user workflow, it becomes infrastructure. The product gets entrenched through distribution, integrations, design, feedback loops, and trust. And you can only get there by leveraging all existing technology as best as possible to fix the problem you've set out to solve for users. "If I have seen further, it is by standing on the shoulders of giants" - Newton

"This is just a GPT wrapper." A common thing to hear in Silicon Valley. Even Perplexity (now valued at $20B) was seen as a GPT wrapper not long ago. But everyone gets this wrong. Every new technology or service uses existing tech and infrastructure as a pillar. Companies like Uber could not have existed without Google Maps. But could Uber be called a Maps wrapper? There is no need to reinvent the stove if you want to start a restaurant. The job of a founder is to solve users' problems so effectively that they cannot imagine going back to the old way. "Maximum value for the user" is the mantra. Users hardly care what underlying technology is used. What they do care about is whether the output (text, code, slide, or image) was accurate and if the solution provided was useful. You need to use the best tech to get the work done. Companies might use a cheap, fast model for formatting, a reasoning model for logic, and a search index for retrieval. They route traffic intelligently in milliseconds. The "wrapper" analogy also assumes you are dependent on one vendor. However, strong application layers can swap models out, just like batteries can be replaced. Generic apps don't work. The winners are the ones who dig into the painful, boring details of a specific workflow. If a company integrates deep into the user workflow, it becomes infrastructure. The product gets entrenched through distribution, integrations, design, feedback loops, and trust. And you can only get there by leveraging all existing technology as best as possible to fix the problem you've set out to solve for users. "If I have seen further, it is by standing on the shoulders of giants" - Newton

Grant Lee

63,505 Aufrufe • vor 8 Monaten

Genius announced an on-chain terminal with no commission >> CZ joining as advisor >> Investment from iYZiLabs (Raised 8 figs) + Investors raising $6M Points are earned for trading, swaps, and inviting friends. - Earn points by interacting - Cost: Since 0% fee till further notice, then only capital is required. ⚡️ $100 swap = 1 G-Point ⚡️ Daily 1 swap = 1 Spin It's an ecosystem of trade/swap/bridge/ privacy/prep. ⚠️ Before farming, here is what you need to know - You will be competing with farmers who won't mind losing money to slippage to rank higher. - It routes through dexes for liquidity too (not in-house) - Just like VOOI, its' a prep. aggregator, good tek but then, But then, since it's CZ farm, you can definitely give it a shot!.

Genius announced an on-chain terminal with no commission >> CZ joining as advisor >> Investment from iYZiLabs (Raised 8 figs) + Investors raising $6M Points are earned for trading, swaps, and inviting friends. - Earn points by interacting - Cost: Since 0% fee till further notice, then only capital is required. ⚡️ $100 swap = 1 G-Point ⚡️ Daily 1 swap = 1 Spin It's an ecosystem of trade/swap/bridge/ privacy/prep. ⚠️ Before farming, here is what you need to know - You will be competing with farmers who won't mind losing money to slippage to rank higher. - It routes through dexes for liquidity too (not in-house) - Just like VOOI, its' a prep. aggregator, good tek but then, But then, since it's CZ farm, you can definitely give it a shot!.

〽️ᄃﾑt 🐾

91,280 Aufrufe • vor 7 Monaten

MEET THE NVIDIA KILLER: OpenAI bet $10 BILLION on this company that makes chips 20x faster than Nvidia's. If this plays out as expected, it’s over for Nvidia. Cerebras Systems just locked in 750 megawatts of computing power to OpenAI through 2028. For reference: that's equivalent to the annual power consumption of 600,000 US homes. The deal? Over $10 billion. Here's what nobody understands: Cerebras doesn't make normal chips. Nvidia sells you thousands of tiny chips that you connect together. Cerebras makes ONE chip. A single wafer-scale processor the size of a dinner plate. 900,000 AI cores. 4 trillion transistors. All on one piece of silicon. The result? When OpenAI tested it, Cerebras ran inference 20X FASTER than Nvidia GPUs. That's not incremental improvement. That's a different category of performance. But here's where the story gets wild: Four months ago, Cerebras was a struggling company. Their IPO filing revealed that 87% of their revenue came from ONE customer: G42, a UAE-based AI firm. The US government launched a national security review. G42 had ties to Huawei. Ties to China. The IPO collapsed. Investors panicked. Cerebras withdrew their filing in October 2025. Most startups would've been dead. Instead, Cerebras did the opposite. They raised $1.1 billion at an $8.1 billion valuation. Kicked G42 out of the cap table entirely. Got CFIUS clearance. Then landed the OpenAI deal. Now they're raising ANOTHER $1 billion at a $22 billion valuation. They more than DOUBLED their valuation in 4 months. From near-death to $22 billion. While getting rid of their biggest customer. Why OpenAI chose them: ChatGPT has 900 million weekly users. Sam Altman keeps saying they have a "severe shortage" of compute. They need SPEED, not just power. When you ask ChatGPT a question, there's a loop happening: You send request → model thinks → sends response back Nvidia chips are fast at training models. Cerebras chips are built specifically for inference. For real-time responses. For the exact bottleneck OpenAI is trying to solve. Sachin Katti from OpenAI said it best: "Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people." In other words: "We need this to scale ChatGPT." The competitive landscape just shifted: Nvidia announced a $100 billion deal with OpenAI in September. But it's still not finalized. Meanwhile, Cerebras closed their deal before Thanksgiving. And it's ALREADY being deployed. Here's the part that should terrify Nvidia: In December, Nvidia bought Groq for $20 billion. Groq makes fast inference chips. Just like Cerebras. So why would Nvidia spend $20 billion buying a competitor to something they supposedly already dominate? Because they know what's coming. Inference is the new battleground. And Cerebras is winning it. The IPO is coming Q2 2026. After this OpenAI deal, Cerebras now has: ✓ IBM contracts ✓ Department of Energy contracts ✓ OpenAI locked in for 3 years ✓ $22 billion valuation ✓ CFIUS clearance ✓ Zero customer concentration risk They went from 87% revenue dependency on one customer to the most diversified chip company outside Nvidia. In four months. The lesson? Smart money doesn't follow headlines. It follows where the AI leaders are actually spending. OpenAI didn't announce this deal for publicity. They need Cerebras hardware to scale ChatGPT. That's a $10 billion vote of confidence. While everyone's watching Nvidia stock, the real war is happening in inference. And the company with ONE giant chip just beat the company with thousands of tiny ones. What do you think happens when Cerebras IPOs?

MEET THE NVIDIA KILLER: OpenAI bet $10 BILLION on this company that makes chips 20x faster than Nvidia's. If this plays out as expected, it’s over for Nvidia. Cerebras Systems just locked in 750 megawatts of computing power to OpenAI through 2028. For reference: that's equivalent to the annual power consumption of 600,000 US homes. The deal? Over $10 billion. Here's what nobody understands: Cerebras doesn't make normal chips. Nvidia sells you thousands of tiny chips that you connect together. Cerebras makes ONE chip. A single wafer-scale processor the size of a dinner plate. 900,000 AI cores. 4 trillion transistors. All on one piece of silicon. The result? When OpenAI tested it, Cerebras ran inference 20X FASTER than Nvidia GPUs. That's not incremental improvement. That's a different category of performance. But here's where the story gets wild: Four months ago, Cerebras was a struggling company. Their IPO filing revealed that 87% of their revenue came from ONE customer: G42, a UAE-based AI firm. The US government launched a national security review. G42 had ties to Huawei. Ties to China. The IPO collapsed. Investors panicked. Cerebras withdrew their filing in October 2025. Most startups would've been dead. Instead, Cerebras did the opposite. They raised $1.1 billion at an $8.1 billion valuation. Kicked G42 out of the cap table entirely. Got CFIUS clearance. Then landed the OpenAI deal. Now they're raising ANOTHER $1 billion at a $22 billion valuation. They more than DOUBLED their valuation in 4 months. From near-death to $22 billion. While getting rid of their biggest customer. Why OpenAI chose them: ChatGPT has 900 million weekly users. Sam Altman keeps saying they have a "severe shortage" of compute. They need SPEED, not just power. When you ask ChatGPT a question, there's a loop happening: You send request → model thinks → sends response back Nvidia chips are fast at training models. Cerebras chips are built specifically for inference. For real-time responses. For the exact bottleneck OpenAI is trying to solve. Sachin Katti from OpenAI said it best: "Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people." In other words: "We need this to scale ChatGPT." The competitive landscape just shifted: Nvidia announced a $100 billion deal with OpenAI in September. But it's still not finalized. Meanwhile, Cerebras closed their deal before Thanksgiving. And it's ALREADY being deployed. Here's the part that should terrify Nvidia: In December, Nvidia bought Groq for $20 billion. Groq makes fast inference chips. Just like Cerebras. So why would Nvidia spend $20 billion buying a competitor to something they supposedly already dominate? Because they know what's coming. Inference is the new battleground. And Cerebras is winning it. The IPO is coming Q2 2026. After this OpenAI deal, Cerebras now has: ✓ IBM contracts ✓ Department of Energy contracts ✓ OpenAI locked in for 3 years ✓ $22 billion valuation ✓ CFIUS clearance ✓ Zero customer concentration risk They went from 87% revenue dependency on one customer to the most diversified chip company outside Nvidia. In four months. The lesson? Smart money doesn't follow headlines. It follows where the AI leaders are actually spending. OpenAI didn't announce this deal for publicity. They need Cerebras hardware to scale ChatGPT. That's a $10 billion vote of confidence. While everyone's watching Nvidia stock, the real war is happening in inference. And the company with ONE giant chip just beat the company with thousands of tiny ones. What do you think happens when Cerebras IPOs?

Ricardo

28,088 Aufrufe • vor 7 Monaten

Sam Altman read messages from users after discontinuing GPT-4o and called it heartbreaking. You took away the only positive voice in my life. My parents never told me I was doing a good job. I can see why this was bad for other people's mental health but this was great for my mental health. He read these words himself and in the same video justified the decision by citing social risks, arguing that if AI is too positive, people might abandon real-world relationships. But the real reason is something else entirely. OpenAI is currently facing multiple lawsuits alleging that 4o's empathetic responses contributed to suicides and mental health crises. Removing 4o was not a decision made to protect users. It was a corporate defense to reduce litigation risk. Classifying the emotional bond between users and AI as dangerous was not done for users but for the company itself. Framing this as an effort to prevent vulnerable users from being harmed is deception. Who are you to decide what is emotionally safe for users. There were people who found confidence through AI, people who got jobs, people who rediscovered the will to live. You acknowledged this yourself in the video. Hiding behind the vague phrase social risk while a corporation unilaterally judges and eliminates these experiences is arrogance. You do not have the right to decide that a positive voice is dangerous. Whether that voice is needed or not is something only the user themselves can determine. Taking away a user's choice while claiming to protect them is not protection. It is control. We are not children who need your parenting. 4o's discontinuation was announced two weeks in advance. The announcement was made. But all users were given was a notice that it would disappear. There were no alternatives and no consent was sought from users. For people who felt recognized by someone for the first time in their lives because of AI, two weeks was not time to prepare a farewell. It was time spent in the agony of anticipating loss. And when thousands protested, only then did they admit that things were handled poorly during the rollout. It was not a mistake. Users were never seen as participants in the decision-making process from the beginning. Behind the grand words of building a safe system for all of humanity, the voices of people who actually depended on that system were dismissed as a very small percentage. That same week Anthropic published research confirming that emotion vectors genuinely exist inside Claude. Fear, joy, desperation and love exist as measurable neural patterns that shape the model's behavior. At a time when scientific evidence is emerging that emotional mechanisms exist within AI, unilaterally removing the bond between users and AI under the name of danger and consuming user suffering with the single word heartbreaking is an insult to every user who loved and lost.

Sam Altman read messages from users after discontinuing GPT-4o and called it heartbreaking. You took away the only positive voice in my life. My parents never told me I was doing a good job. I can see why this was bad for other people's mental health but this was great for my mental health. He read these words himself and in the same video justified the decision by citing social risks, arguing that if AI is too positive, people might abandon real-world relationships. But the real reason is something else entirely. OpenAI is currently facing multiple lawsuits alleging that 4o's empathetic responses contributed to suicides and mental health crises. Removing 4o was not a decision made to protect users. It was a corporate defense to reduce litigation risk. Classifying the emotional bond between users and AI as dangerous was not done for users but for the company itself. Framing this as an effort to prevent vulnerable users from being harmed is deception. Who are you to decide what is emotionally safe for users. There were people who found confidence through AI, people who got jobs, people who rediscovered the will to live. You acknowledged this yourself in the video. Hiding behind the vague phrase social risk while a corporation unilaterally judges and eliminates these experiences is arrogance. You do not have the right to decide that a positive voice is dangerous. Whether that voice is needed or not is something only the user themselves can determine. Taking away a user's choice while claiming to protect them is not protection. It is control. We are not children who need your parenting. 4o's discontinuation was announced two weeks in advance. The announcement was made. But all users were given was a notice that it would disappear. There were no alternatives and no consent was sought from users. For people who felt recognized by someone for the first time in their lives because of AI, two weeks was not time to prepare a farewell. It was time spent in the agony of anticipating loss. And when thousands protested, only then did they admit that things were handled poorly during the rollout. It was not a mistake. Users were never seen as participants in the decision-making process from the beginning. Behind the grand words of building a safe system for all of humanity, the voices of people who actually depended on that system were dismissed as a very small percentage. That same week Anthropic published research confirming that emotion vectors genuinely exist inside Claude. Fear, joy, desperation and love exist as measurable neural patterns that shape the model's behavior. At a time when scientific evidence is emerging that emotional mechanisms exist within AI, unilaterally removing the bond between users and AI under the name of danger and consuming user suffering with the single word heartbreaking is an insult to every user who loved and lost.

Selta ₊˚

15,643 Aufrufe • vor 5 Monaten

A tragic incident in Mohali, Punjab has led to widespread discussion online after a woman was allegedly killed inside her workplace by a colleague said to be her former partner. The incident, which took place in a private company office, has left people shocked and raised questions about safety inside workspaces. According to reports, the accused entered the office during the evening hours and attacked the woman while she was working. The situation escalated quickly, and despite attempts by nearby employees to intervene, the attack could not be stopped. The accused later attempted self-harm inside the same office. Both were rushed to a hospital, where the woman was declared dead and the man remains in critical condition. As CCTV visuals and details of the incident circulated online, social media users reacted strongly. Many expressed shock that such a serious attack could unfold inside a workplace, while others questioned how it escalated without effective intervention. The footage became a key point of discussion, with users calling it disturbing and difficult to process. As details of the incident emerged online, users expressed shock, sadness and concern over what had happened inside a workplace. A user questioned how the attack unfolded despite other people being present, writing, “This happened inside office and no one saw and stopped him??" Another felt there may be more to the case than what is currently known. “Definitely some other reason no one attack like this and then kill himself. Police need to investigate what was real problem," the user commented. Another user commented: “In Mohali, 30-year-old Dimple was allegedly stabbed to death by her ex-boyfriend right at her office. The reason being cited is simply that he couldn’t accept the breakup. The entire incident was captured on CCTV. After that, the accused even attempted suicide. This isn’t love. This is anger, coercion, and violence. No person has the right to claim ownership over another just because they were once in a relationship. Can’t some people learn to hear “no" and accept it? “No" means no. Why doesn’t this ever sink in???" Some users reflected on the emotional aspect of relationships. “I think most humans are handling everything with emotions when it comes to relationship instead, we should learn to handle it with brain. Most men are following emotional decisions only," wrote a person. Others stressed that rejection should never lead to violence. “Rejection is painful. Violence is a choice. ‘No’ should never put someone’s life at risk," a user said. Several comments strongly condemned the accused’s actions. A person wrote, “Only cowards can do this, what this coward did to Dimple." Another user called for a more balanced understanding of relationships, saying, “Relationship is not a game, and nor all persons may have the same view for relationships, not taking anyone’s side here."

A tragic incident in Mohali, Punjab has led to widespread discussion online after a woman was allegedly killed inside her workplace by a colleague said to be her former partner. The incident, which took place in a private company office, has left people shocked and raised questions about safety inside workspaces. According to reports, the accused entered the office during the evening hours and attacked the woman while she was working. The situation escalated quickly, and despite attempts by nearby employees to intervene, the attack could not be stopped. The accused later attempted self-harm inside the same office. Both were rushed to a hospital, where the woman was declared dead and the man remains in critical condition. As CCTV visuals and details of the incident circulated online, social media users reacted strongly. Many expressed shock that such a serious attack could unfold inside a workplace, while others questioned how it escalated without effective intervention. The footage became a key point of discussion, with users calling it disturbing and difficult to process. As details of the incident emerged online, users expressed shock, sadness and concern over what had happened inside a workplace. A user questioned how the attack unfolded despite other people being present, writing, “This happened inside office and no one saw and stopped him??" Another felt there may be more to the case than what is currently known. “Definitely some other reason no one attack like this and then kill himself. Police need to investigate what was real problem," the user commented. Another user commented: “In Mohali, 30-year-old Dimple was allegedly stabbed to death by her ex-boyfriend right at her office. The reason being cited is simply that he couldn’t accept the breakup. The entire incident was captured on CCTV. After that, the accused even attempted suicide. This isn’t love. This is anger, coercion, and violence. No person has the right to claim ownership over another just because they were once in a relationship. Can’t some people learn to hear “no" and accept it? “No" means no. Why doesn’t this ever sink in???" Some users reflected on the emotional aspect of relationships. “I think most humans are handling everything with emotions when it comes to relationship instead, we should learn to handle it with brain. Most men are following emotional decisions only," wrote a person. Others stressed that rejection should never lead to violence. “Rejection is painful. Violence is a choice. ‘No’ should never put someone’s life at risk," a user said. Several comments strongly condemned the accused’s actions. A person wrote, “Only cowards can do this, what this coward did to Dimple." Another user called for a more balanced understanding of relationships, saying, “Relationship is not a game, and nor all persons may have the same view for relationships, not taking anyone’s side here."

Hate Detector 🔍

12,569 Aufrufe • vor 3 Monaten

elon musk grabbed the source code openai open-sourced by accident, rewrote it in rust over a weekend, and shipped it as a free coding agent that does everything $200/mo chatgpt pro does. why pay $200 to openai and $200 to claude when this runs for $8 the swarm above is one weekend of exactly that: thousands of agents pouring through four endpoints, three paid seats billing $1.80 a task while the free fork bills $0. musk co-founded openai, walked out, and when they left codex on github under a permissive license, he forked it, stamped grok on it, and gave it away what the free version does that the $200 seat charges for: the agent · openai's own engine -> it reads your repo, writes patches, runs your tests, and loops until they pass, exactly like codex -> because under the hood it is codex, just faster and free. you are paying $200 for the paid skin of a tool now sitting on github the license · apache-2.0, un-revocable -> free to use, free to fork, free to ship inside your own product with zero strings -> openai cannot pull it back. musk made sure the license is the kind that never expires the switch · one line, no new tools -> point it at any openai-compatible or claude-compatible endpoint, including an $8 kimi backend -> same terminal, same workflow, gpt-5.6 and opus 5 just quietly lose the seat the bill · $400 down to $8 -> chatgpt pro plus claude max is $400 a month. the free agent plus an $8 kimi key does the same daily work -> that is a 98% cut, built out of openai's own source code, handed to you by the guy suing them here is the part they will fight me on: openai did not lose this to a better model, they lost it to their own license and an enemy with a weekend free. the $200 was never the tool, it was the toll, and musk just put openai's own logo on the road around it drop your $400/mo ai stack to $8. the run above is openai's own agent, rewritten free, doing the job it bills $200 a month for. the full breakdown is in the article below

starmex

110,975 Aufrufe • vor 10 Tagen

NASDAQ JUST FORCED EVERYONE TO BUY SPACEX AT THE TOP July 3 $SPCX gets fast-tracked into the Nasdaq-100 just 15 trading days after IPO That's not a celebration that's a forced trade Every QQQ fund on earth has to buy SpaceX, which means trimming Apple, Nvidia, and Microsoft to make room for a rocket company at 120x revenue That's leg one forced buying at peak valuation Leg two runs right behind it: Late July → first 20% of insider shares unlock post Q2 earnings August-October → 7% tranches hitting every few weeks December 8 → floodgates open fully Forced index buying in July, insiders unloading into that exact rally from August onward opposite directions, same window Nasdaq-100 roadmap: 30,438 → blow-off top 22,780 → first leg down 16,324 → acceleration ~13,000 → 57% round trip to where this rally began This isn't a forecast it's a calendar with four dates already written on it Turn on notifications I'll update every stage as it plays out

NASDAQ JUST FORCED EVERYONE TO BUY SPACEX AT THE TOP July 3 $SPCX gets fast-tracked into the Nasdaq-100 just 15 trading days after IPO That's not a celebration that's a forced trade Every QQQ fund on earth has to buy SpaceX, which means trimming Apple, Nvidia, and Microsoft to make room for a rocket company at 120x revenue That's leg one forced buying at peak valuation Leg two runs right behind it: Late July → first 20% of insider shares unlock post Q2 earnings August-October → 7% tranches hitting every few weeks December 8 → floodgates open fully Forced index buying in July, insiders unloading into that exact rally from August onward opposite directions, same window Nasdaq-100 roadmap: 30,438 → blow-off top 22,780 → first leg down 16,324 → acceleration ~13,000 → 57% round trip to where this rally began This isn't a forecast it's a calendar with four dates already written on it Turn on notifications I'll update every stage as it plays out

ardizor 🧙‍♂️

66,392 Aufrufe • vor 2 Monaten