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We track 1000s of AI companies so you don't have to. Get a weekly 5-min summary of the latest breakthroughs, power moves, tools and signals – and stay ahead (it’s free).\ud83d\udc47

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Substack
PricingFreemiumPublishesWeekly
Issues43Foundeda year agoLast Issue5 months ago
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Latest Issues

Anthropic is going parabolic

The AI giant is in talks to raise $10B at a $350B valuation. That is a 91% jump in just four months (up from 183B).

For perspective:

  • OpenAI : $500B valuation

  • Anthropic : $350B valuation

  • xAI: $230B valuation

But the valua...

5 months ago
5

Nvidia just priced out competition

The market flipped from training to inference in 2025. And, here is why Nvidia paid $20B to Groq for non-exclusive licensing agreement.

Merry Christmas and Happy Holidays!

6 months ago
5
Paid

22: OpenAI kills n8n

Hey, it’s Marc.

“AI’s ability for “novel discovery” is starting to happen, with recent scientists across fields using the tool for breakthroughs.”

— Sam Altman, Co-founder and CEO, OpenAI

Devday 2025 for OpenAI was a spectacle of f...

8 months ago
3

OpenAI + NVIDIA: $100B Bet on 10GW AI Infrastructure

OpenAI and Nvidia signed a letter of intent: Nvidia may invest up to $100B in OpenAI to fund AI data centres using millions of Nvidia chips. [RELEASE]

Why it’s important: It is Nvidia pre-paying one of its largest customers to ensure deman...

9 months ago
5

21: AI runs hot

Hey, it’s Marc.

This week felt like peak AI euphoria: Oracle jumped 36% and added nearly $250B of market value (currently $922B) in a single session. The reason? Revenue projection of $144B in 2030. (Read full story 👇)

Whereas, Tesla’s s...

9 months ago
3

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  • Marc Baumann

    Marc is the Founder & CEO of 51 | fiftyone.xyz, the industry’s most actionable insights on digital assets. Subscribe for weekly alpha: www.51insights.xyz Marc has been in crypto since 2016, previously Head Marketing & Comms at Bitcoin Suisse.

  • Sangam Bharti

    Creating stories ✨️ Let's do blockchain and AI

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