The NYT got ahold of docs from the OpenAI funding round. - 350 million people used Chat in Aug - huge user growth after anon login - 10 mill active subscribers - sub going up to $2 by the end of the year, the sub will scale up to $44 by 2029 - projected yearly rev by 2029: $100B... See more

Deep Dive: The Current State of AI This week, DeepSeek made headlines by climbing to #1 on the App Store, generating widespread media coverage and heated discussions on X. We saw this news shift capital markets overnight, disrupting hundreds of billions of dollars in the process. Senior... See more

SCOOP: OpenAI may lose $5B this year & may run out of cash in 12 months, unless they raise more $, per analysis @theinformation. Investors should ask: What is their moat? Unique tech? What is their route in profitability when Meta is giving away similar tech for free? Do they have a killer app? Will the tech ever be... See more