nike and colgate out
dell, palo alto networks, arista and sandisk all in
two consumer brand giants for four b2b infra / ai names
reinforces that the greatest trade in history of finance is ai
infra / memory / silicon / fabs
everything where ai expertise and biggest risks
cybersecurity / networking
everything else is noise atp
Polymarket traders are betting heavily on Google's AI dominance.
91% believe Google will have the best AI model by end of July 2025.
OpenAI? Just 7%.
Here's why people are betting on Google ๐งต
Polymarket traders are betting heavily on Google's AI dominance.
91% believe Google will have the best AI model by end of July 2025.
OpenAI? Just 7%.
Here's why people are betting on Google ๐งต
15/ Want to understand how platform shifts create founder opportunities?
We help B2B founders build authority and capture attention during these inflection points.
The companies that win during AI transitions aren't just technically superior, they're visibility leaders.
Sam Altman said Meta's $100 MILLION talent raids "weren't happening."
That was 3 weeks ago.
This week, Zuckerberg proved him wrong with the most unprecedented compensation packages in tech history.
Here's the breakdown of events:
Sam Altman said Meta's $100 MILLION talent raids "weren't happening."
That was 3 weeks ago.
This week, Zuckerberg proved him wrong with the most unprecedented compensation packages in tech history.
Here's the breakdown of events:
With less than 1000 people globally having true foundation model expertise, every hire will make an impact here.
The war for superintelligence just intensified.