Elite Pro PI at @eToro | Software Engineer, Investor & Entrepreneur 🌟 My eToro Portfolio: bit.ly/48lLqd5 Not financial advice.
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There's only one reason Meta would pay a billion dollars for a single employee: They know that failing in AI is an existential threat.
$META can afford a billion, what they can't afford is failing behind in AI.
Update: was informed of a $1.25 billion offer for four years, new highest I've seen
guys what the hell is going on
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OpenAI's chief research officer turned down an hypothetical $1 billion offer from Mark Zuckerberg, according WSJ
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$GOOG reports earnings on Wednesday.
Let's see if the market finally realizes that not only Google is not dying, it's actually winning AI.
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Netflix, $NFLX, is down 4.8% after reporting earnings.
While the report was exceeded expectations, there were indicators that costs will rise in the second half of 2025.
etoro.com/posts/0e47d730-63f…
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After Perplexity Finance success, Anthropic is now also integrating financial data into Claude.
We've launched Claude for Financial Services.
Claude now integrates with leading data platforms and industry providers for real-time access to comprehensive financial information, verified across internal and industry sources.
ALT A presenter on stage in front of a large audience in an auditorium. Behind them is a large projection screen displaying "Claude Financial Analysis Solution."
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ChatGPT Agent will end up like Operator, over hyped on the first few days, but not that useful at the end.
OpenAI keeps insisting with this embedded browser in ChatGPT. But a browser where you're not signed in anywhere it's not that useful.
I believe agents will really tribe once they can run on the background of your browser or computer, with full access to your sessions and tools.
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I don't buy that OpenAI is delaying their open source model for safety tests. More likely they got destroyed on benchmarks by Kimi K2.
we planned to launch our open-weight model next week.
we are delaying it; we need time to run additional safety tests and review high-risk areas. we are not yet sure how long it will take us.
while we trust the community will build great things with this model, once weights are out, they can’t be pulled back. this is new for us and we want to get it right.
sorry to be the bearer of bad news; we are working super hard!
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5/5 - Here is my article on what a 4-days Prime Day means for the future of Amazon:
etoro.com/posts/7fddbbb0-581…
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OpenAI started using Google's TPUs through Google Cloud to reduce costs and diversify from reliance on NVIDIA
- OpenAI compute bill is projected to be $14 billion in 2025
- Cost is 50% training / 50% inference
- NVIDIA still dominates training, but competition for inference is hitting up
- Google, AMD, and Amazon have solutions that can infer more tokens per dollar than NVIDIA
- The era of NVIDIA's high margins might be coming to an end
News: Google convinced OpenAI to pay for tensor processing units and shift away from Nvidia.
OpenAI has ~billions and billions~ of reasons to seek cheaper AI chip alternatives
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Full breakdown of Mercado Banco’s potential to reshape Latin-American finance:
etoro.com/posts/c89e2460-51d…
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Why a banking license matters:
• Deposits are cheaper than wholesale debt, increasing net interest margins
• Opens mortgages, time deposits and large SME credit lines
• Higher deposit-insurance
• Better risks models than competitors thanks to its existing data
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Last month, Mercado Libre, $MELI, applied for an Argentine banking charter under the name Mercado Banco.
Here is why I believe this will unlock the next decade of growth for Mercado Libre 👇
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