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Find XO: Open model matches GPT-5.5 at 1/6 cost, moat lies outside the model (huggingface.co)
SummaryOn June 17, Z.ai released GLM-5.2, which outperformed GPT-5.5 on several long-horizon coding benchmarks at about one-sixth the cost. It features 753B MoE, 1M context length, and has its weights relea… -
Find XO: The real reason Tesco is removing 40,000 servers from VMware: even with perpetual licenses, they are pushed into subscriptions (arstechnica.com)
SummaryTesco is removing 40,000 server workloads from VMware. They bought perpetual licenses in 2021, but after Broadcom's acquisition, they faced a 175% price increase and were charged $23.5 million per ye… -
Find XO: Samsung Hands ChatGPT to All Employees, The Gaps Created by In-House AI (openai.com)
SummarySamsung Electronics rolled out ChatGPT Enterprise and Codex to all domestic employees and global staff in the DX division on June 21. The company completely reversed its stance, having blocked genera… -
Find XO: AI Agents Have Entered the Workplace: Three Signals That Broke Out on the Same Day (techcrunch.com)
SummaryOn June 23, Menlo Ventures' $3 billion fund, Claude Tag residing inside Slack, and MoEngage's marketing agent bet were announced together. This is a signal that enterprise agents are moving past demo… -
Find XO: EA's $55.5 Billion Private Acquisition: How Saudi Capital is Buying into Gaming (eurogamer.net)
SummaryEA has entered its third round of layoffs this year ahead of a $55.5 billion acquisition led by Saudi sovereign wealth fund PIF. This round targets recruiting, customer support, trust and safety, and… -
Find XO: ChatGPT Launches Ads, Consumer AI's Revenue Model Ultimately Settles on Advertising (ft.com)
SummaryOpenAI has set up its first booth at Cannes Lions and officially started selling ChatGPT ads to marketers. This signals that consumer AI, which has been bearing the burden of free users and inference… -
Find XO: Bank of England Lifts Holding Limits and Imposes Issuance Ceilings: New Rules for Pound Stablecoins (coindesk.com)
SummaryOn June 22, the Bank of England released a draft of the pound stablecoin rules. The individual holding cap of £20,000 and corporate cap of £10 million were removed, but a £40 billion issuance ceiling… -
Find XO: $500 Billion Solidifies into Concrete: What Compute Buildout Leaves for Founders (openai.com)
SummaryOpenAI, SoftBank, and Oracle's $500 billion Stargate project is solidifying into a physical presence. The Texas Abilene hub is already operational and approaching 7 gigawatts with five new sites. Eve… -
Find XO: Token Prices Fell 280x but Bills Rose 320%: How to Understand AI Cost Polarization (infoworld.com)
SummaryDeepSeek cut the V4-Pro token price by 75%, while Meta raised AI infrastructure investment to $145 billion by 2026. Token prices have dropped 280 times in 2 years, but enterprise AI bills have increa… -
Find XO: Integration of AI and Art: Opportunities and Challenges for Entrepreneurs (venturesquare.net)
SummaryKorean Deep Learning has emerged prominently, surpassing Google and OpenAI, while the Chaos Foundation addresses the future of AI through concerts that combine art and science. Money tends to flow fi… -
Find XO: The Convergence of AI and Crowdfunding: A Founder's Perspective (venturesquare.net)
SummaryProjects using the AI agent WAi in crowdfunding reportedly saw their average funding amounts nearly double. In Korea, technology adoption is fast, so the advantage gained from tools alone doesn't las…
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