📼 Higgsfield hits $200M run rate as generative video turns into infrastructure

🖱 The generative video startup closed an $80M Series A extension, bringing total funding to $130M and valuation above $1.3B. The company reports a $200M annual run rate less than 9 months after launch.

🖱 Higgsfield says it now generates about 4.5M videos per day and has over 15M users. Around 85% of usage comes from social media marketers, with most output tied to paid commercial work.

🖱 Customers are using it as an end to end production system, from concept to publishing. Video is being treated less like a campaign asset and more like software.

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Meta spent $73B on this.

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This is what “starting” really looks like.

Stop waiting for the perfect time.
Stop waiting for the perfect conditions.
Stop waiting for a magic moment.

Action first, clarity later.

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🤖 Amazon isn’t a retail company anymore

It’s one of the largest robotics deployments in history.

Most people missed how fast this happened:

🖱 2013 ~1,000 robots
🖱 2017 ~100,000
🖱 2019 ~200,000
🖱 2021 ~350,000
🖱 2022 ~520,000
🖱 2023 ~750,000
🖱 2024 ~900,000
🖱 2025 ~1,100,000

That implies hundreds of thousands of additional units added each year - thousands deployed every week.

This isn’t “cool tech.”
It’s about labor cost, fulfillment speed, and margin expansion.

Every robot:
🖱 lowers error rates
🖱 cuts operating costs
🖱 compresses cycle times
🖱 boosts unit economics

A bet on $AMZN today is a bet on automation on steroids, not just ecommerce.

The retail margins story hasn’t even started yet.

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❕ Elon Musk has officially launched Colossus 2

🖱 Colossus 2 is the first gigawatt scale AI compute cluster. Its peak power exceeds San Francisco’s maximum electricity demand. The system includes around 550,000 GPUs.

🖱 Musk says the cluster is expected to scale to 1.5 GW by April. At that level, it becomes one of the largest single AI installations ever built.

This sets a new benchmark for standalone data center size. Catching up on raw scale will take competitors time.

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1998: Google valued at $10 million.

2026: Google valued at $4 trillion.

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Define the game you’re playing, and make sure your actions are not being influenced by people playing a different game.

- Morgan Housel

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📈 Memory chip shortages will last beyond 2026, Micron says

🖱 Micron and SK Hynix report that all memory supply for this year is already booked. The main buyers are AI data centers. PC and smartphone makers are now negotiating allocations for periods after 2026.

🖱 Chinese outlet Jiemian reports that Xiaomi, Oppo, and Transsion have cut 2026 smartphone shipment targets due to rising memory costs. Oppo reduced its target by 20%.

🖱 Micron is expanding production in the US and Asia, but new capacity will come online gradually from 2027 to 2030. AI demand is pulling the supply curve forward.

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🔥 2026 could trigger the largest IPO wave since 2019

🖱 OpenAI, Anthropic, and SpaceX are taking early steps toward going public. OpenAI is valued near $500B, Anthropic is in talks around $350B, and SpaceX was last valued at $800B.

🖱 Even one of these listings would rank among the biggest IPOs ever. Together, they would reopen public markets for AI after years of private funding dominance.

🖱 The driver is capital intensity. AI companies now spend tens of billions on compute and infrastructure. Private rounds keep growing, but public markets offer scale in one move.

After a long IPO drought, Wall Street is preparing for deals that could reset expectations for tech listings.

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Assets under management at BlackRock

Last year, BlackRock recorded a record inflow of new capital.

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