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Revenue per employee: OnlyFans: $33M, Anthropic: $6.6M, AppLovin: $6.1M, followed by Nvidia: $ 5.1M
Source: TrungTPhan (X)
Giotto.AI: Today we announce the launch of the Giotto family of models. We are unveiling Giotto Alto and Giotto Solo, the smartest European sovereign AI models on the market.
Giotto Alto is our flagship model built for advanced reasoning capabilities, free for everyone and available on the App Store and Google Play. It is hosted on European cloud infrastructure, so your data stays in Europe. Giotto Solo is the smartest model that runs on a single GPU, so organisations can keep their AI on their own infrastructure. We are a Swiss lab with a European heart and we built this so that Europe can run advanced AI on its own terms. Use Giotto: https://cloud.giotto.ai
GOOGLE released Genie 4, the most realistic and interactive world model yet: dynamic environments in real time that change sounds and how the people in it move, react, and speak.
Source: Google DeepMind (X)
Tesla vs. Waymo: The Robotaxi Race Is Heating Up. Tesla has reportedly hit 438K weekly robotaxi rides in Austin, edging past Waymo’s 406K weekly average.
The interesting part is Waymo built its lead through years of autonomous driving development. Tesla is now showing how quickly scale can accelerate when its technology and distribution kick in.
But ride volume is only one metric. Safety, profitability, fleet utilisation and regulatory approval will determine who wins the long game.
The real battle isn’t just who builds the best self-driving car. It’s who builds the biggest, most profitable autonomous mobility network.
Climate policies have consequences: the EU pays 1.9x US prices and 3x China and India; the UK has the costliest electricity in the world
Source: Bjorn Lomborg (X)
"Picks and shovels" can only take us so far... we need to strike "gold" at some point.
Ultimately, customers hold the bag; they need to buy enough models and compute to justify the unprecedented spend to produce these, and their productivity breakthrough and new revenues are the “gold” of our AI revolution (see yellow line as a proxy). If the end customers don’t think they could strike gold, they would rethink how much they buy, and that is the engine of the whole AI trade. That’s what I am looking out for this earnings season.
Stocks always go up in the long run
Source: QCompounding (X)
Companies that benefit most from Anthropic's IPO: Amazon and Google already own ~25% of it combined.
Source: Marсo Reed (X)
Anthropic Computing Chip Configuration
Source: BUZZ (X)
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Gnosly Live Signals | AI is getting cheaper
At a given level of performance, cost has fallen ~47%/quarter since 2023.
Gnosly Live Signals - China is seeing a historic boom in exports due to AI.
China outsmarts the world - Source The Kobeissi Letter