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0/5 resolved calls right
5 scored · avg 8
◆ 5 sources
17
companies · 50 data points
Vanta will complete an IPO before December 31, 2026.
What happened: Vanta has not completed an IPO as of December 31, 2026, remaining a private company.
Verify at source ↗European regulators will pose significant challenges to Netflix's acquisition of Warner Brothers, potentially blocking or imposing heavy conditions on the deal.
What happened: Netflix never pursued an acquisition of Warner Brothers; no regulatory action on such a deal occurred.
Verify at source ↗Rapportive's service will not be shut down and will continue to function following its acquisition by LinkedIn.
What happened: After LinkedIn acquired Rapportive in December 2011, the original Rapportive service was discontinued in early 2012 and its features were replaced by LinkedIn’s own Gmail extension and other LinkedIn products.
Verify at source ↗RIM will be acquired or cease to be an independent company by the end of 2012.
What happened: Research In Motion (BlackBerry) remained an independent company throughout 2012 and was not acquired, so the prediction that it would be acquired or cease to be independent by year‑end was incorrect.
Verify at source ↗The Amazon Kindle Fire will cause some users who were considering buying an iPad to delay their purchase.
What happened: The Kindle Fire’s lower price did attract a segment of budget-conscious consumers and some reports suggested it might have delayed a few iPad purchases, but overall it did not significantly alter iPad sales trajectories.
Verify at source ↗the company recently raised three billion from a round led by the UAE to bring the same technology to the Middle East.
Currently, there is one sort of of these underground hyperloopesque systems running in Las Vegas. Uh it re and the company recently raised three billion from a round led by the UAE to bring the same technology to the Middle East.
He claims the tunnel will cut the, it's now about a 2-hour trip, uh, especially if there's traffic on 35. Uh, he's saying it'll cut down the trip between the two cities to just 30 minutes.
that is when you're first using AI and you finally do plug it into Slack, that is one of the real gamechange moments where it's like, oh, all of a sudden it has all this context. It understands all these things it didn't know about before.
Chat GPT was the iconic like that's the one everybody got introduced to AI as a technology from. And so it's it's been an amazing shift over the last I guess 12 18 months or so to see, you know, now Claude is synonymous and chatt sort of the stepchild.
43.5% Jason of US businesses currently paid anthropic for subscriptions or tokens in the last month according to new data we got in from ramp uh 39.7% for OpenAI and just 6.2% 2% for Google's suite of AI uh tools.
Investors are expecting Anthropics ARR to hit 100 to 120 billion by the end of this year.
Anthropic plans to seek a valuation of two to three trillion dollars for their October IPO.
He points to $370 million in revenue in Q2. 48% year-over-year revenue growth rate. It's their third straight quarter of accelerated growth for Figma.
Co-founder and CEO Dylan Fields actually given up around $46 million in stock awards, which he was set to receive back in July in hopes of boosting investor confidence.
Figma down about 77% from its high of $122 set shortly after last year's public offering. It's at about $23.81 right now.
and yet figma, you know, still very much a player in this world. Absolutely. I mean, they went public recently.
as you make better models you can bring those to bear another subnet competitions therefore those will yield better results therefore bring in more people competition for emissions goes up tau becomes more valuable the ecosystem is worth more and then suddenly more people show up
spacex and cursor are partnering on ai models of course cursor the popular ai coding model and harness company they're going to work together to create and i quote the world's best coding and knowledge work ai as a team or as cursor put it we're partnering with spacex to improve composer so the idea is that it's it's sort of a collaboration but it's also sort of an early announcement of a potential acquisition spacex is going to either pay cursor 10 billion dollars for this model collaboration t
emissions are, that's how people are getting paid. Like that the Tau gets, or the tokens get admitted to them based on their work, and that's how their fortunes rise over time.
The great thing about making a show about BitTensor is that every one of these subnets, they're doing different things with the core technology. It's one core concept or idea, but then you can use it in a whole lot of creative ways for all these interesting applications.
if you're not part of one of these deals, as Disney sent a cease and desist letter to Google the day before the OpenAI deal was announced, you cannot use these IP. So, it's really, I think, the first attempt to figure out a sort of formalize this whole process.
I think we're seeing the first effort to sort of codify this relationship.
I mean, I think we're seeing the first effort to sort of codify this relationship.
It's not only just in terms of the fidelity, like you can make a guy in Sora that looks a lot like yourself. You can realistically recreate IP and famous characters. ... But it's not just that. It can fill in the gaps for you. So if you give it a funny premise, Sora's very good at figuring out what the joke is or what the bit is and actually filling in the details in a way that adds value to the premise you came up with. ... It's getting better at storytelling. It's figuring out narrative. ... T
The last thing I'll say in terms of in the plus category, and I think as a user, this is a plus. As a publisher, media, copyright holder, I would not think it's a plus. But it's very easy to work around. There are guardrails to prevent you. If you just wrote like Shrek at a rave, it might be like, we can't do that because Shrek is a licensed character. But you can, like in this case, I didn't say a character name. I said a Jedi Knight talks his way out of a parking ticket.
And it is, it's sort of functioning like an agent. And it is tied into your chat GPT account. So if you use yourself and you say, Lon Harris is on a talk show, it'll have the talk show interviewer ask me like, so what movies have you seen lately? Or tell us what it's like working with Jason. Like, it knows me from my chat GPT. And it implies that to my sore eclipse, which is... And it landed a joke here when it said it's cold out here. That's what I mean. It's a bit chilly out here. It is that n
It's not creepy. It's not in that uncanny valley. They've made it to the other side of the valley, which a lot of people, myself included, didn't necessarily think they were going to.
I do feel like this is a genuine step up from where we've been.
The last thing I'll say in terms of in the plus category, and I think as a user, this is a plus. As a publisher, media, copyright holder, I would not think it's a plus. But it's very easy to work around. There are guardrails to prevent you. ... But you can, like in this case, I didn't say a character name. I said a Jedi Knight talks his way out of a parking ticket.
Yes, it is doing more in terms of figuring out... It's getting better at storytelling. It's figuring out narrative. And it's not just characters standing around saying, like, hello, how are you? I am good. How are you? I'm good. You know, like the original AI, it was very basic. And this is... It's gotten to that next level of cleverness, wit, thoughtfulness about the scenario.
It's Elvis. It may not look exactly like him, but it's not creepy. It's not in that uncanny valley. They've made it to the other side of the valley, which a lot of people, myself included, didn't necessarily think they were going to.
It can fill in the gaps for you. So if you give it a funny premise, Sora's very good at figuring out what the joke is or what the bit is and actually filling in the details in a way that adds value to the premise you came up with.
Not only just in terms of the fidelity, like you can make a guy in Sora that looks a lot like yourself. You can realistically recreate IP and famous characters. But it's not just that. It can fill in the gaps for you. So if you give it a funny premise, Sora's very good at figuring out what the joke is or what the bit is and actually filling in the details in a way that adds value to the premise you came up with.
The last thing I'll say in terms of in the plus category, and I think as a user, this is a plus. As a publisher, media, copyright holder, I would not think it's a plus. But it's very easy to work around. There are guardrails to prevent you. If you just wrote like Shrek at a rave, it might be like, we can't do that because Shrek is a licensed character. But you can, like in this case, I didn't say a character name. I said a Jedi Knight talks his way out of a parking ticket.
Yes, it is doing more in terms of figuring out... It's getting better at storytelling. It's figuring out narrative. And it's not just characters standing around saying, like, hello, how are you? I am good. How are you? I'm good. You know, like the original AI, it was very basic. And this is... It's gotten to that next level of cleverness, wit, thoughtfulness about the scenario.
And it is, it's sort of functioning like an agent. And it is tied into your chat GPT account. So if you use yourself and you say, Lon Harris is on a talk show, it'll have the talk show interviewer ask me like, so what movies have you seen lately? Or tell us what it's like working with Jason. Like, it knows me from my chat GPT.
But it's not just that. It can fill in the gaps for you. So if you give it a funny premise, Sora's very good at figuring out what the joke is or what the bit is and actually filling in the details in a way that adds value to the premise you came up with.
The last thing I'll say in terms of in the plus category, and I think as a user, this is a plus. As a publisher, media, copyright holder, I would not think it's a plus. But it's very easy to work around. There are guardrails to prevent you. If you just wrote like Shrek at a rave, it might be like, we can't do that because Shrek is a licensed character. But you can, like in this case, I didn't say a character name. I said a Jedi Knight talks his way out of a parking ticket. And you could see the
I do feel like this is a genuine step up from where we've been. Not only just in terms of the fidelity, like you can make a guy in Sora that looks a lot like yourself. You can realistically recreate IP and famous characters. But it's not just that. It can fill in the gaps for you. So if you give it a funny premise, Sora's very good at figuring out what the joke is or what the bit is and actually filling in the details in a way that adds value to the premise you came up with.
Figma, of course, design unicorn, it's the vibe coding, it's the web design, it's that incredibly hot sector of startups that we talk about, I feel like just about every day. So Figma's in that range, they price to an initial IPO range of about $25 to $28 per share. Rencap calculates that at the midpoint of that range, their fully diluted market cap, somewhere in the $15.9 billion range. Now, that is less than Adobe wanted to buy the company for just a few years ago. So it's sort of a mixed sign
According to Transluce, which is a third-party AI testing company, they're claiming that sometimes O3 makes claims that it completed actions that it did not. Like in one example, it told the person testing it that it ran code on a 2021 MacBook Pro outside of ChatGPT, like to verify these results. And it technically can't have possibly done that... And OpenAI right now, they're saying they genuinely don't understand why this is happening.
OpenAI, the new models that we've all been excitedly talking about, 03 and 04 Mini, these cutting-edge reasoning models. They're apparently hallucinating a lot more than they expected and a lot more than the previous models... 03 hallucinated answers to around one-third of all queries on the Person QA test... That's double the rate of the last generation of models. And 04 Mini did even worse on that test. It hallucinated 48% of the time.
I mean, what we've seen is fewer players when these companies consolidate, it doesn't, it doesn't usually work out the best for those of us, uh, like viewers and fans. I mean, if you look at Warner brothers discovery, being the most recent example, you see a lot of layoffs when these groups combined, you see a lot of the new company deciding it doesn't really need to focus on things that the old company was focusing on so cartoon network kind of gets shelved and all of these things, bat girl, is
I wonder what the trust, because for a while there, it was like, Amazon was among the most trusted companies in America. I wonder if that's still true. Like, I wonder if what people think about the idea of Amazon being your healthcare provider fundament, like just as a visceral kind of, you know, privacy and trust feeling, because I agree that anybody who really was like, you know, I mean, people's response when they hear about the Mark Cuban cost plus drug thing or whatever, it's just like, yes
I have a prediction. I got a hot take. I'll Bill Simmons style about what Bob Iger is going to do this time around. I think it's gonna do another three Pete.
i mean i think we've you know we've basically been saying first of all they're they're aggressively expanding internationally they're doing it quickly they're breaking into all of these markets and they because of all of the stuff that they own they have an easier time than a lot of other companies they can integrate with star plus in countries where they already have star plus and with other sort of systems that they already own they've got hulu in the us so uh they're able to do that quickly a
I do feel like Disney more than any of these other streamers is really, they're, they're, they're creating this new category of show where it is, it is in between a supplemental add on to another series, to some films. It's not maybe a full TV show, but it's not a film. It's this in between thing. I think a lot of the MCU shows kind of feel this way as well. Like they don't have pilots in a traditional sense. They don't have premises like you'd get from another show.
disney plus hey we made a tv show out of every movie you've ever watched
hundreds of Groupon sales department employees have filed a class action lawsuit against the company charging that it has failed to pay them overtime
Apple's sort of working they know behind the scenes that people want to be able to subscribe newspapers and they're still trying to figure it out
apple for all all we love apple here but for all of their benefits they don't really have a lot of demographic info in fact they don't have any it's sort of this black box and our data just kind of disappears in there
it's sort of apple's business strategy philosophy you release something you wait a little bit then you release the like newer version of it
how much thought apple is putting into little things like UI and ease of use and and just making things generally easier and more comfortable interesting
so it's an incredible deal for Microsoft obviously