✗ OpenAI’s cash burn balloons to $115B
OpenAI has massively raised its projected spending through 2029, mostly from compute and data center costs.
☍ Cash burn now set at $115B, about $80B higher than earlier plans.
☍ 2025 expenses raised to $8B, with $150B projected just for compute between 2025–2030.
☍ Revenue forecast for 2030 bumped up to $200B, driven by ChatGPT and new products.
To cut reliance on cloud rentals, OpenAI is building its own server chips with Broadcom (first due next year) and doubling down on massive data centers with Oracle, SoftBank, and Google Cloud.
OpenAI isn’t just making AI anymore — it’s becoming a chips + cloud infrastructure giant.
@alertive | Telegram 🧤
OpenAI has massively raised its projected spending through 2029, mostly from compute and data center costs.
☍ Cash burn now set at $115B, about $80B higher than earlier plans.
☍ 2025 expenses raised to $8B, with $150B projected just for compute between 2025–2030.
☍ Revenue forecast for 2030 bumped up to $200B, driven by ChatGPT and new products.
To cut reliance on cloud rentals, OpenAI is building its own server chips with Broadcom (first due next year) and doubling down on massive data centers with Oracle, SoftBank, and Google Cloud.
OpenAI isn’t just making AI anymore — it’s becoming a chips + cloud infrastructure giant.
@alertive | Telegram 🧤
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✗ META CEO Mark Zuckerberg just unveiled the new Meta Ray Ban Displays
Zuckerberg said this is the “world’s first AI glasses with a high resolution display”
@alertive | Telegram 🧤
Zuckerberg said this is the “world’s first AI glasses with a high resolution display”
@alertive | Telegram 🧤
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✗ Sam Altman proposed a future AGI test:
☍ If a model like "GPT-8" solved quantum gravity and could explain the reasoning behind its discovery, would that qualify as AGI?
☍ David Deutsch agreed that it would qualify as AGI, making it a potential benchmark
☕ Powered by Entrepreneurials
☍ If a model like "GPT-8" solved quantum gravity and could explain the reasoning behind its discovery, would that qualify as AGI?
☍ David Deutsch agreed that it would qualify as AGI, making it a potential benchmark
☕ Powered by Entrepreneurials
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✗ ChatGPT just became a messenger, OpenAI has rolled out group chats for all users.
☍ You can now host groups of up to 20 people, and the chatbot will quietly follow the conversation and join only when needed.
@alertive | Telegram 🧤
☕ Powered by Entrepreneurials
☍ You can now host groups of up to 20 people, and the chatbot will quietly follow the conversation and join only when needed.
@alertive | Telegram 🧤
☕ Powered by Entrepreneurials
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Runable is the sort of AI startup story that makes the whole space feel full of possibility.
$2M ARR in 3 weeks after launching 2.0. 700K users. Super small team in Bengaluru, India.
It's co-founder Umesh, is the youngest Indian founder to get here this fast.
A lot of the next decade’s biggest fortunes will be built on AI.
> 3 weeks ago, we launched Runable 2.0
>
> Today we hit $2M in ARR, making @runable_hq one of the fastest-ever to do it!
>
> We are just getting started...
@alertive | Telegram 🧤
$2M ARR in 3 weeks after launching 2.0. 700K users. Super small team in Bengaluru, India.
It's co-founder Umesh, is the youngest Indian founder to get here this fast.
A lot of the next decade’s biggest fortunes will be built on AI.
> 3 weeks ago, we launched Runable 2.0
>
> Today we hit $2M in ARR, making @runable_hq one of the fastest-ever to do it!
>
> We are just getting started...
@alertive | Telegram 🧤
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✗ Google Brain and DeepMind merger will be a classic business-school case study:
☍ teams split across London and California, 8 time zones apart, merged during the LLM fight many thought OpenAI had won, yet Gemini came back fast and led rankings in 2.5 years.
@alertive | Telegram 🧤
☍ teams split across London and California, 8 time zones apart, merged during the LLM fight many thought OpenAI had won, yet Gemini came back fast and led rankings in 2.5 years.
@alertive | Telegram 🧤
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Marc Andreessen thinks coding, browsers, and even user-facing software may fade as bots build for bots. People would describe what they want, machines would optimize the implementation, and explanation would matter more than manual programming.
@alertive | Telegram 🧤
@alertive | Telegram 🧤
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Google DeepMind is going to win the AI race.
They have Data, compute, distribution, and a world class research team.
On top of all that, they also have Sir Demis Hassabis.
> Compute may be the most important input to AI. So who owns the world’s AI compute?
>
> Introducing our new AI Chip Owners explorer, showing our analysis of how leading AI chips are distributed among hyperscalers and other major players, broken down by chip type over time.
@alertive | Telegram 🧤
They have Data, compute, distribution, and a world class research team.
On top of all that, they also have Sir Demis Hassabis.
> Compute may be the most important input to AI. So who owns the world’s AI compute?
>
> Introducing our new AI Chip Owners explorer, showing our analysis of how leading AI chips are distributed among hyperscalers and other major players, broken down by chip type over time.
@alertive | Telegram 🧤
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DeepSeek web got an Expert Mode.
Tested it with a prompt to build a 3D fish tank. The output context feels limited, had to continue because it stopped midway.
@alertive | Telegram 🧤
Tested it with a prompt to build a 3D fish tank. The output context feels limited, had to continue because it stopped midway.
@alertive | Telegram 🧤
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