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Disney to Hire Most of Character.AI's Staff After the Chatbot Startup's Bankruptcy
A court filing shows Disney will offer jobs to at least 60 Character.AI employees, worth about $60M a year in pay, after the chatbot startup filed for bankruptcy.
October 18, 20263 min read
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Elorian Launches Glimpse: An AI Model That Looks Again Before It Answers
Ex-DeepMind researcher Andrew Dai's startup Elorian released Glimpse, a visual reasoning model that zooms, crops and measures images mid-thought. Price: $0.60/$3 per million tokens.
October 16, 20263 min read
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OpenAI Targets $70B in Annualized Revenue by Year-End. The Real Fight Is Over How You Count It
OpenAI expects at least $70B in annualized revenue by end-2026, up from ~$50B in September, per Bloomberg. Why the FT says comparisons with Anthropic depend on accounting.
October 10, 20263 min read
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FOMC Minutes vs. the AI Capex Boom: Who Pays for Data Centers at 4%?
FOMC minutes drop Oct 7. With rates at 3.75%-4.00% and no cuts until 2028, here's who in AI infrastructure feels it first: GPU lenders, neoclouds, data centers.
October 6, 20263 min read
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EU AI Act: Another Regulatory Mirage for Your LTV?
The EU AI Act isn't a suggestion. It's an operational gut punch. Expect enforcement to shred your LTV if you're not ready for the real compliance costs.
October 5, 20263 min read
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Anthropic Bets $100M on Claude Frontier Academy to Train 10,000 AI Engineers
Anthropic's new Claude Frontier Academy will train and certify 10,000 'frontier deployed engineers' by the end of 2027, with McKinsey, Deloitte and Morgan Stanley in the first cohorts.
October 3, 20262 min read
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OpenAI's 'Genesis Agents': More Hype, Less Alpha.
OpenAI's 'Project Genesis agents' is another spin on agentic AI. Expect minimal LTV, maximum hype. A cynical look at the market implications.
May 8, 20263 min read
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AI Safety Summit: More Bureaucratic Noise, Less Alpha Opportunities
Another AI safety summit. More hot air, less actionable strategy. Don't rebalance your portfolio based on this drivel. TrendPuls AI cuts through the noise.
May 7, 20263 min read
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Gemini's 'Next-Gen': Another Google Rebrand or Actual Breakthrough?
Google's Gemini model drops. More hype than substance? A cynical look at Google's 'next-gen' AI, LTV, and why it might just be another expensive rebrand.
May 4, 20263 min read
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EU AI Act: The Bureaucratic Black Hole Devouring Your AI LTV
The EU AI Act is here. Expect bureaucratic chaos, crippled innovation, and a direct hit to your AI project LTV. Get ready to pay the piper or get out of the market.
May 3, 20263 min read
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AI: Still Just a Fancy Algorithm, Or Your Next 10x?
Artificial Intelligence: The latest tech obsession promising everything and delivering mostly complex statistical models. Get the cynical truth from a pro who's seen it all.
May 2, 20263 min read
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Claude 4 Enterprise: Anthropic's Last Stand or Another Feature Creep?
Anthropic's Claude 4 enterprise rollout: A cynical look at their "safe AI" strategy, market positioning, and the real value proposition against industry giants. Don't get suckered.
May 2, 20263 min read