himanshu@himanshustwtsMETA IS SO BACK! This costs like $3 per 1000 voice minutes. Zuck is making AI an extreme commodity if you just think about it.Opens with an observation
himanshu@himanshustwtsThis resignation might be truly frustrating for xAI. Zhang was: – an xAI cofounder (only two left now) – leading Grok Code + Grok Imagine – reporting directly to Elon – one of the core ML researchers behind Grok BIG!Opens with an observation
himanshu@himanshustwtsJunyang is as equivalent to Sam, Dario or any other AI leader of the decade. Incredible run with open source efforts and this is for sure this is gonna be huge loss for Qwen as more resignations are following in a matter of time.Opens with an observation
himanshu@himanshustwtsTwo $7B acquisitions happening this week! 1. Openrouter acquisition by Stripe. a16z (~25-45x in return), menlo (~9–11.7x in return) 2. Decart acquisition by Anthropic. sequoia (~11-14x in return), benchmark (~5-7x in return)Opens with a number
himanshu@himanshustwtsSir Junyang Lin (former Qwen Lead) is starting a new company (Pragmatik Labs) in Shanghai! Focussed on 4 arenas: - Digital Agents - Physical Agents - Frontier Research - Real-world producs WHAT A TIMELINE!Opens with an observation
himanshu@himanshustwtsOpenrouter got acquired by $7B by Stripe. Now, Huggingface is up for sale at $13B + Interesting times! To mention, the founders rejected $500M investment from Nvidia last year bcz they didn’t want a single powerful investor controlling them.Opens with a number