s4mmy
s4mmy
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GPT 5.0, H20 Chip Tariffs, Nakamigo AI deep fakes and TAO updates It's been an eventful week for Crypto AI Here's the roundup of the latest news to get you up to speed (1/16)
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2/ @pmarca nailed the internet thesis in 1996 AI is the equivalent asymmetric bet today This explains why a third of VC funding is in the most revolutionary tech of our generation
s4mmy
s4mmy
a16z nailed the Internet thesis in 1996. The equivalent opportunity today is in AI. Why else would a third of VC funding be in this segment?
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3/ Open AI's 'Open Router' API usage tanked on June 6th, coinciding with students' term ending Speculation around cheating, however this is API usage not end users; EdTech platforms interfacing with OpenAI AI Edu' is clearly a huge opportunity
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John Wang
John Wang
the school year ended and chatgpt usage plummeted 70% maybe the cluely opportunity is bigger than we think
5/ Big Tech Company-specific tariffs are being implemented NVIDIA and AMD agree to pay 15% of its H20 China Chips sales to the US Expect more Big Tech firms to follow (Intel for semi conductors) NVDA stock continues to price discovery
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The Kobeissi Letter
The Kobeissi Letter
Instead, Nvidia is expected to sell ~1.5 million H20 chips to China in 2025. This should generate close to ~$25 billion in revenue, per our estimates. It would cost Nvidia ~$3.8 billion, much less than $50 billion over 3 years. But, here's why it's truly a massive move.
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7/ Nasdaq listed "Oblong Inc." has committed $8mm into Bittensor’s TAO token, fully staked with a main validator to support network operations The commit was announced earlier this year, but now capital has been deployed
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