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Find XO: OpenAI Invests $150 Million in People, Not Models; 'Adoption' Is the Moat (openai.com)
SummaryOn June 14, OpenAI announced it would invest $150 million into its Partner Network to train 300,000 certified consultants by year's end. Rather than buying people, this is a strategy to bind the ecos… -
Find XO: Anthropic, OpenAI IPO Race, and the Shaken Price List of Founders Riding on It (techcrunch.com)
SummaryAnthropic raised $65 billion in Series H, achieving a $965 billion valuation, and OpenAI submitted a secret S-1 at an $852 billion valuation. Both companies are entering the IPO track together, and t… -
Find XO: Europe Puts the Brakes on Washington's Chip War, Even Allies Resist Control (techcrunch.com)
SummaryThe Netherlands openly opposed the US MATCH Act targeting ASML, with its trade minister personally visiting Washington. ASML earns about one-fifth of its system sales from China. As the period when a… -
Find XO: Qualcomm Bought Not Chips but a Compiler for $3.9 Billion; AI Moats Shift from Silicon to Software (investor.qualcomm.com)
SummaryQualcomm is acquiring Modular for $3.9 billion entirely in stock, which allows running models on NVIDIA, AMD, Intel, and custom ASICs without rewriting code. Modular is the company behind the Mojo la… -
Find XO: Employee surveillance data leaked to employees, backlash against monitoring SaaS (engadget.com)
SummaryMeta has paused its MCI program that collected employees' keyboard inputs, mouse movements, and screens for AI training. This was due to an incident where collected private conversations, personnel e… -
Find XO: Bank Lines Up AI and Deep Tech Entrepreneurs, Signals from Dinolab (venturesquare.net)
SummaryWoori Financial Group discovers not only fintech but also AI and deep tech non-financial companies through Dinolab. Over nine years, they have nurtured 199 companies with direct and indirect investme… -
Find XO: Qualcomm Sells Server CPUs to Meta, Founders' Inference Cost Shaken Again (businesswire.com)
SummaryQualcomm unveiled its own data center CPU, Dragonfly C1000, and secured Meta as its first customer. Mass production is in 2028, with double the performance per watt and inference accelerators up to 8… -
Find XO: NVIDIA's 45°C Hot Water Cooling Cuts AI Data Center Water Consumption to Nearly Zero (blogs.nvidia.com)
SummaryNVIDIA has unveiled a 100% liquid cooling design running at 45°C hot water. It circulates the cooling water filled once over the facility's lifespan, reducing water consumption, previously about 2.6… -
Find XO: GPUs have become geopolitical assets, with compute access a structural constraint for startups (finance.yahoo.com)
SummaryAccording to the FT, Nvidia AI chips blocked by the US are sold on China's black market at roughly double the price. The DGX B300 costs about 8 million yuan, more than twice the US price, and $1 bill… -
Find XO: Frontier Models Leak Through Distillation, The Real Moat of Companies Built on APIs (cybersecuritynews.com)
SummaryAnthropic has accused Alibaba. It is claimed that between April 22 and June 5, Alibaba used 25,000 fake accounts to exchange 28.8 million interactions with Claude, extracting the model's capabilities… -
Find XO: Micron's Income Statement Proves the Memory Supercycle; Now Chip Prices Determine AI Costs (ft.com)
SummaryMicron has forecast a record high with approximately $33.5 billion in revenue and an 81% non-GAAP gross margin for the third quarter of fiscal year 2026. HBM grew from less than 5% of DRAM sales in 2… -
Find XO: Memory Locked in 3–5 Year Cycles, Hardware Founder's BOM after Annual Negotiations End (zdnet.co.kr)
SummaryMicron secured a minimum revenue floor of $100 billion with only 14 out of 16 strategic customer contracts, and 20% of DRAM supply is tied up in long-term contracts. Samsung and SK Hynix also switche… -
Find XO: The 30% commission is broken: How opening external payments on Google Play changes the app economy (newsbytesapp.com)
SummaryGoogle will open external and alternative payments on the Play Store in the US, UK, and EEA starting June 30. As a result of the Epic lawsuit settlement, the standard commission will decrease from 30… -
Find XO: When Silicon Valley Cheers for Chinese Models, How OpenWeight Changes Startup Cost Sheets (fortune.com)
SummaryDeepSeek V4 charges $3.48 per one million output tokens, while for the same task OpenAI charges $30 and Anthropic charges $25. This is why Silicon Valley is excited about Chinese models that allow ru… -
Find XO: Inference Chip Blew Out Margins, Cerebras Warns with 47% to 38% Plunge (techcrunch.com)
SummaryCerebras stock dropped nearly 20% after its earnings release. Because it lowered full-year gross margin guidance from 47% in Q1 to 38-41%. The lack of data center space, forcing the company to rent i… -
Find XO: Regulated bank gave AI to 120,000 employees, the real gateway to B2B AI (openai.com)
SummarySpain's BBVA is expanding ChatGPT Enterprise to 120,000 employees across 25 countries. This decision grew from a pilot of 3,300 employees in May 2024 to 11,000 before scaling up. A conservative regul… -
Find XO: MacBook and iPad Price Rise by 20%, Memory Supercycle Hits Startup Costs (techcrunch.com)
SummaryApple raised MacBook and iPad prices by up to 20% on June 25. AI data centers consuming memory caused DRAM and NAND prices to rise sixfold over the past year. Large companies can secure bulk orders a… -
Find XO: Hybrid SaaS Proven by Jamaeek: Reattaching Human Touch to AI Translation (venturesquare.net)
SummaryVoice루's video translation platform Jamaeek launched a premium plan bundling six features involving human work, such as dedicated reviewers and automatic application of customer-specific guides. It's… -
Find XO: Buy Guardrails When Installing Agents, A New B2B Market for Safety Tools (huggingface.co)
SummaryNVIDIA released the content safety model Nemotron 3.5, and RIFT-Bench published results of automated attacks on 45 agent systems. As companies deploy agents, runtime safety classifiers, guardrail API… -
Find XO: Startup Trends Driven by AI Manufacturing Innovation and Local Investment (venturesquare.net)
SummaryAt the 2nd Sejong Startup Venture Forum, discussions centered on AI manufacturing innovation and the local investment ecosystem, along with the Madup IPO and advice from a YC-affiliated founder. As c… -
Find XO: Menlo Bets the Company on One Stock, Returns with a $3 Billion Fund, Seat of Bifrontier Founder (techcrunch.com)
SummaryMenlo Ventures raised a record $3 billion fund in its 50-year history. A bet of over $500 million in 2024 on Anthropic returned about $14 billion in equity. As capital concentrates more on foundation… -
Find XO: OpenAI Acquires Gitpod-Originated Ona, Controlling the 'Execution Environment' of Agents (siliconangle.com)
SummaryOn June 11, OpenAI announced the acquisition of cloud development environment startup Ona, formerly Gitpod. They explained that as weekly Codex users surged from 3 million in April to 5 million in Ju… -
Find XO: OpenAI Makes Its Own Chip, A Bottom Line on AI Cost for Founders to Rethink (cnbc.com)
SummaryOpenAI has unveiled its first in-house inference chip, Jalapeno, which the company says outperforms existing GPUs in watt-per-performance and costs about half as much. However, even if chip costs dec… -
Find XO: Bottleneck moved from GPU to memory, meaning SK Hynix sold all 2026 supply (notebookcheck.net)
SummarySK Hynix has virtually pre-sold all 2026 production volume of DRAM, HBM, and NAND. Quarterly operating profit is about 11.4 trillion won, a record high, up about 62% from the previous year. Being clo…
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