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Kai-Fu Lee no longer benchmarks 01 AI against OpenAI or Anthropic. His reference point is Palantir.
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Kai-Fu Lee no longer benchmarks 01 AI against OpenAI or Anthropic. His reference point is Palantir.
The company has largely exited the foundation model race. Instead: sovereign AI deals across Central Asia, the Middle East, and Southeast Asia. Rmb 500m in 2025 orders, Rmb 1.5bn
时政
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twitter.com)
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Poe Zhao
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The IPOs of SpaceX, OpenAI, and Anthropic this year could be the Trump coin moment for the US stock market. While these are undeniably great companies, such massive narratives are bound to drain liquidity from the rest of the market, potentially creating a multi-year top for US
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The IPOs of SpaceX, OpenAI, and Anthropic this year could be the Trump coin moment for the US stock market. While these are undeniably great companies, such massive narratives are bound to drain liquidity from the rest of the market, potentially creating a multi-year top for US
btc
(
twitter.com)
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冷静冷静再冷静