Neither Cartier-Bresson, Banksy nor Cold War Steve...
+1
The Nasdaq 100 is now down 3% on the day and on track for its biggest weekly decline since April 2025. US tech stocks have erased over -$3 trillion in market cap in just 10 days. This puts the Nasdaq 100 just ~2.5% away from entering a technical correction.
Source: Kobeissi Letter (X)
Open-weight models: took 72% of tokens last week and 27% of spend
So a ~50pct pt jump in share of tokens has resulted in a ~17pct pt increase in spend share.
Thought experiment implies that even if open-weight gets to 90%+ of tokens, closed will maintain majority spend.
Data Streams
Explore our latest AI-powered streamed conversations.
1st-stream
My daily work here at Gnosly and other projects
Sm0ke @ Gnosly
USA Iran Mideast Escalation
Real-time tracking of Iran, Israel, and US military postures, regional strikes, and strategic alerts
Sm0ke @ Gnosly
Trump
Real-time tracking of executive orders, official statements, Truth Social updates, and policy moves
Sm0ke @ Gnosly
Blog
Access the latest blog articles.
Gnosly Live Signals | AI is getting cheaper
At a given level of performance, cost has fallen ~47%/quarter since 2023.
Sm0ke @ Gnosly
Gnosly Live Signals - China is seeing a historic boom in exports due to AI.
China outsmarts the world - Source The Kobeissi Letter
Sm0ke @ Gnosly